Sempra
SRE- Exchange
- NYSE
- Industry
- Gas & Other Services Combined
- SEC CIK
- 0001032208
No open-market purchases or sales by Sempra insiders were filed in the last 90 days; 1,288 institutions reported holding it in 13F filings for Q2 2026, worth $55.9B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesSREA
13F holders, Q1 2026
Institutional positions in Sempra as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,274
- +79 vs. Q4 2025
- Shares held
- 589.5M
- +72.8M (+14.1%) vs. Q4 2025
- Total value
- $57.3B
- +$11.7B (+25.6%) vs. Q4 2025
- New holders
- 167
- 503 more added
- Sold out
- 88
- 393 more reduced
18 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,288 | $55.9B |
| Q1 2026 | 1,274 | $57.3B |
| Q4 2025 | 1,213 | $53.4B |
| Q3 2025 | 1,152 | $54.4B |
| Q2 2025 | 1,123 | $44.5B |
| Q1 2025 | 1,148 | $41.5B |
| Q4 2024 | 1,205 | $51.4B |
| Q3 2024 | 1,105 | $47.9B |
| Q2 2024 | 1,040 | $43.5B |
| Q1 2024 | 1,044 | $40.5B |
| Q4 2023 | 1,040 | $42.4B |
| Q3 2023 | 984 | $36.9B |
| Q2 2023 | 992 | $39.4B |
| Q1 2023 | 984 | $41.4B |
| Q4 2022 | 1,006 | $41.9B |
| Q3 2022 | 962 | $41.0B |
| Q2 2022 | 958 | $41.0B |
| Q1 2022 | 954 | $46.7B |
| Q4 2021 | 887 | $36.0B |
| Q3 2021 | 803 | $34.9B |
| Q2 2021 | 819 | $36.0B |
| Q1 2021 | 811 | $34.6B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NWF Advisory Services Inc. | 3,499 | $340.0K | 0.04% | +211+6.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,496 | $339.7K | 0.22% | −1,429−29.0% | Reduced |
| Avestar Capital, LLC | 3,477 | $338.9K | 0.02% | +3,477 | New |
| Sageworth Trust Co | 3,474 | $337.6K | 0.01% | +3,474 | New |
| Souders Financial Advisors | 3,451 | $335.3K | 0.04% | +129+3.9% | Added |
| Empire Financial Management Company, LLC | 3,444 | $334.7K | 0.08% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,435 | $333.8K | 0.00% | +450+15.1% | Added |
| Cypress Wealth Services, LLC | 3,435 | $333.8K | 0.05% | +7+0.2% | Added |
| Williamson Legacy Group, LLC | 3,411 | $331.4K | 0.25% | −237−6.5% | Reduced |
| Pachira Investments Inc. | 3,410 | $331.3K | 0.15% | +716+26.6% | Added |
| Oak Asset Management, LLC | 3,400 | $330.4K | 0.11% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,464 | $329.5K | 0.03% | −13−0.4% | Reduced |
| Rossmore Private Capital | 3,368 | $329.5K | 0.03% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,343 | $324.8K | 0.16% | −670−16.7% | Reduced |
| Atwood & Palmer Inc | 3,313 | $321.9K | 0.02% | +13+0.4% | Added |
| SimpliFi, Inc. | 3,288 | $319.5K | 0.13% | +23+0.7% | Added |
| Polymer Capital Management (US) LLC | 3,285 | $319.2K | 0.05% | +3,285 | New |
| Tamar Securities, LLC | 3,268 | $317.6K | 0.03% | +139+4.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,258 | $316.6K | 0.01% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 3,241 | $314.9K | 0.01% | −269−7.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,241 | $314.9K | 0.02% | +295+10.0% | Added |
| Ellenbecker Investment Group | 3,224 | $313.3K | 0.04% | +44+1.4% | Added |
| Golden State Wealth Management, LLC | 3,220 | $313.0K | 0.03% | +125+4.0% | Added |
| Edgestream Partners, L.P. | 3,220 | $312.9K | 0.01% | −406−11.2% | Reduced |
| Allegheny Financial Group LTD | 3,207 | $311.7K | 0.04% | 00.0% | Unchanged |
| Ariston Services Group | 0 | $306.0K | 0.18% | −3,149−100.0% | Reduced |
| Davidson Trust Co | 3,147 | $305.8K | 0.13% | +135+4.5% | Added |
| Kera Capital Partners, Inc. | 3,143 | $305.4K | 0.04% | +282+9.9% | Added |
| Aprio Wealth Management, LLC | 3,141 | $305.2K | 0.02% | −46−1.4% | Reduced |
| Simmons Bank | 3,138 | $304.9K | 0.02% | −19−0.6% | Reduced |
| Apella Capital, LLC | 3,234 | $304.1K | 0.00% | +598+22.7% | Added |
| Center For Asset Management LLC | 3,125 | $303.6K | 0.15% | +47+1.5% | Added |
| 1st Source Bank | 3,120 | $303.2K | 0.02% | +180+6.1% | Added |
| Aster Capital Management (DIFC) Ltd | 4,227 | $301.6K | 0.10% | +4,227 | New |
| Exchange Traded Concepts, LLC | 3,101 | $301.3K | 0.00% | +77+2.5% | Added |
| Smith Chas P & Associates Pa Cpas | 3,100 | $301.2K | 0.02% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 3,400 | $300.2K | 0.18% | 00.0% | Unchanged |
| ProCore Advisors, LLC | 3,080 | $299.3K | 0.46% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,072 | $298.5K | 0.05% | −18−0.6% | Reduced |
| Beaumont Financial Advisors, LLC | 3,060 | $297.4K | 0.02% | +2+0.1% | Added |
| Brookstone Capital Management | 3,053 | $296.7K | 0.00% | −621−16.9% | Reduced |
| Catalyst Financial Partners LLC | 3,027 | $294.1K | 0.03% | +5+0.2% | Added |
| Amussen Hunsaker Associates LLC | 3,000 | $291.5K | 0.03% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 3,000 | $291.5K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $291.5K | 0.07% | 00.0% | Unchanged |
| Capital Squared Financial LLC | 3,000 | $291.5K | 0.22% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,998 | $291.3K | 0.04% | +86+3.0% | Added |
| Vaughan David Investments LLC | 2,992 | $291.0K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 2,985 | $290.1K | 0.01% | −625−17.3% | Reduced |
| Chesapeake Capital Corp | 2,974 | $289.0K | 0.21% | +267+9.9% | Added |
| Everpar Advisors LLC | 2,972 | $288.8K | 0.10% | +7+0.2% | Added |
| Adviser Investments LLC | 2,970 | $288.6K | 0.00% | −391−11.6% | Reduced |
| Aviso Wealth Management | 2,915 | $283.3K | 0.13% | −60−2.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,915 | $283.3K | 0.02% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 2,907 | $282.5K | 0.04% | +34+1.2% | Added |
| Ostrum Asset Management | 2,902 | $282.0K | 0.02% | −11,109−79.3% | Reduced |
| Gateway Investment Advisers LLC | 2,886 | $280.4K | 0.00% | +2,886 | New |
| Sierra Ocean, LLC | 2,880 | $279.8K | 0.23% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,876 | $279.5K | 0.04% | −24−0.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 3,190 | $279.1K | 0.04% | −5,686−64.1% | Reduced |
| Howland Capital Management LLC | 2,845 | $278.3K | 0.01% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,849 | $276.8K | 0.10% | −38−1.3% | Reduced |
| LRT Capital Management, LLC | 2,841 | $276.1K | 0.26% | −538−15.9% | Reduced |
| Ballentine Partners, LLC | 2,836 | $275.6K | 0.00% | +103+3.8% | Added |
| One Capital Management, LLC | 2,830 | $275.0K | 0.01% | +45+1.6% | Added |
| Colonial Trust Co | 2,830 | $275.0K | 0.04% | +47+1.7% | Added |
| Bridgewealth Advisory Group, LLC | 2,815 | $273.6K | 0.06% | +14+0.5% | Added |
| WFA of San Diego, LLC | 2,814 | $273.4K | 0.22% | −14,041−83.3% | Reduced |
| Gallacher Capital Management LLC | 2,804 | $272.5K | 0.10% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,782 | $272.1K | 0.01% | +503+22.1% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 2,798 | $271.9K | 0.12% | −25−0.9% | Reduced |
| North Star Asset Management Inc | 2,785 | $270.6K | 0.01% | −18−0.6% | Reduced |
| TCG Advisory Services, LLC | 2,785 | $270.6K | 0.01% | +210+8.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,779 | $270.0K | 0.07% | 00.0% | Unchanged |
| J. Derek Lewis & Associates Inc. | 2,777 | $269.8K | 0.06% | +300+12.1% | Added |
| Trinity Legacy Partners, LLC | 2,797 | $268.9K | 0.06% | −198−6.6% | Reduced |
| BridgePort Financial Solutions, LLC | 2,767 | $268.9K | 0.08% | +30+1.1% | Added |
| WealthTrust Axiom LLC | 2,766 | $268.8K | 0.07% | +8+0.3% | Added |
| Vinva Investment Management Ltd | 2,776 | $268.1K | 0.00% | −3,336−54.6% | Reduced |
| Engineers Gate Manager LP | 2,751 | $267.3K | 0.00% | +2,751 | New |
| Valeo Financial Advisors, LLC | 2,743 | $266.6K | 0.01% | −2,815−50.6% | Reduced |
| Oslo Pensjonsforsikring AS | 2,725 | $264.8K | 0.04% | +2,725 | New |
| BTG Pactual Asset Management US LLC | 2,721 | $264.4K | 0.03% | +2,721 | New |
| Massmutual Trust Co FSB | 2,718 | $264.1K | 0.01% | −215−7.3% | Reduced |
| Insigneo Advisory Services, LLC | 2,708 | $263.1K | 0.02% | +332+14.0% | Added |
| Osmosis Investment Management UK Ltd | 2,702 | $262.6K | 0.01% | +2,702 | New |
| Triad Wealth Partners, LLC | 2,700 | $262.4K | 0.02% | +326+13.7% | Added |
| Opus Capital Group, LLC | 2,698 | $262.0K | 0.03% | +10+0.4% | Added |
| Fiduciary Alliance LLC | 2,724 | $260.1K | 0.02% | +11+0.4% | Added |
| New Covenant Trust Company, N.A. | 2,674 | $259.8K | 0.23% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 2,667 | $259.8K | 0.00% | +2,667 | New |
| Mraz, Amerine & Associates, Inc. | 2,666 | $259.1K | 0.04% | −1,502−36.0% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,650 | $257.5K | 0.18% | 00.0% | Unchanged |
| NerdWallet Wealth Partners, LLC | 2,639 | $256.4K | 0.11% | −92−3.4% | Reduced |
| 71 West Capital Partners | 2,636 | $256.1K | 0.01% | +2,636 | New |
| Beacon Investment Advisory Services, Inc. | 2,634 | $255.9K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,634 | $255.9K | 0.04% | +226+9.4% | Added |
| Dash Acquisitions Inc. | 2,726 | $254.6K | 0.05% | +16+0.6% | Added |
| Greenwich Wealth Management LLC | 2,582 | $251.0K | 0.01% | +101+4.1% | Added |
| Teza Capital Management LLC | 2,573 | $250.0K | 0.92% | +2,573 | New |