Skip to main content

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, Q2 2026

Institutional positions in Sempra as of Jun 30, 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
1,288
+23 vs. Q1 2026
Shares held
602.4M
+13.4M (+2.3%) vs. Q1 2026
Total value
$55.9B
−$1.30B (−2.3%) vs. Q1 2026
New holders
121
513 more added
Sold out
98
435 more reduced

9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 1,288 institutions
Q1 2021: 811 institutionsQ2 2021: 819 institutionsQ3 2021: 803 institutionsQ4 2021: 887 institutionsQ1 2022: 954 institutionsQ2 2022: 958 institutionsQ3 2022: 962 institutionsQ4 2022: 1,006 institutionsQ1 2023: 984 institutionsQ2 2023: 992 institutionsQ3 2023: 984 institutionsQ4 2023: 1,040 institutionsQ1 2024: 1,044 institutionsQ2 2024: 1,040 institutionsQ3 2024: 1,105 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,123 institutionsQ3 2025: 1,152 institutionsQ4 2025: 1,213 institutionsQ1 2026: 1,274 institutionsQ2 2026: 1,288 institutions
Value heldQ2 2026: $55.9B
Q1 2021: $34.6BQ2 2021: $36.0BQ3 2021: $34.9BQ4 2021: $36.0BQ1 2022: $46.7BQ2 2022: $41.0BQ3 2022: $41.0BQ4 2022: $41.9BQ1 2023: $41.4BQ2 2023: $39.4BQ3 2023: $36.9BQ4 2023: $42.4BQ1 2024: $40.5BQ2 2024: $43.5BQ3 2024: $47.9BQ4 2024: $51.4BQ1 2025: $41.5BQ2 2025: $44.5BQ3 2025: $54.4BQ4 2025: $53.4BQ1 2026: $57.3BQ2 2026: $55.9B
Institutions holding SRE and their total value by quarter
QuarterHoldersValue
Q2 20261,288$55.9B
Q1 20261,274$57.3B
Q4 20251,213$53.4B
Q3 20251,152$54.4B
Q2 20251,123$44.5B
Q1 20251,148$41.5B
Q4 20241,205$51.4B
Q3 20241,105$47.9B
Q2 20241,040$43.5B
Q1 20241,044$40.5B
Q4 20231,040$42.4B
Q3 2023984$36.9B
Q2 2023992$39.4B
Q1 2023984$41.4B
Q4 20221,006$41.9B
Q3 2022962$41.0B
Q2 2022958$41.0B
Q1 2022954$46.7B
Q4 2021887$36.0B
Q3 2021803$34.9B
Q2 2021819$36.0B
Q1 2021811$34.6B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q1 2026.

Institutions holding SRE in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Navigoe, LLC8$00.00%+8New
Meeder Asset Management Inc1$930.00%00.0%Unchanged
Highland Investment Advisors LLC1$930.00%+1New
Keb Asset Management, LLC2$1400.00%+2New
Sankala Group LLC2$1740.00%+2New
Triumph Capital Management2$1850.00%−7−77.8%Reduced
3 Factor Indexing, LLC2$1860.00%00.0%Unchanged
Maryland Capital Advisors Inc.2$1860.00%+2New
Rakuten Securities, Inc.3$2780.00%−7−70.0%Reduced
Halbert Hargrove Global Advisors, LLC4$3540.00%+4New
SOA Wealth Advisors, LLC.5$4170.00%+1+25.0%Added
DecisionPoint Financial, LLC5$4570.00%+5New
Stone House Investment Management, LLC5$4640.00%00.0%Unchanged
Redwood Park Advisors LLC5$4640.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC5$4640.00%+5New
Chelsea Counsel Co5$4670.00%00.0%Unchanged
Provenance Wealth Advisors, LLC6$5560.00%+6New
Breakwater Investment Management6$5570.00%00.0%Unchanged
IMA Wealth, Inc.6$5600.00%−1−14.3%Reduced
Seneschal Advisors, LLC8$7420.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.8$7420.00%+3+60.0%Added
Sittner & Nelson, LLC8$7420.00%+8New
Downshift Financial, LLC8$7420.00%+8New
Hoey Investments, Inc9$8350.00%+9New
Operose Advisors LLC10$9270.00%+10New
Compass Financial Management LLC11$1.02K0.00%+11New
Vanguard Advisers Inc13$1.21K0.00%+13New
Valley National Advisers Inc14$1.30K0.00%−34−70.8%Reduced
Motco14$1.30K0.00%+14New
Phillip James Consulting Co.15$1.39K0.00%00.0%Unchanged
TD Capital Management LLC16$1.46K0.00%00.0%Unchanged
Albion Financial Group17$1.58K0.00%00.0%Unchanged
Abound Wealth Management20$1.84K0.00%−89−81.7%Reduced
HFM Investment Advisors, LLC20$1.85K0.00%+9+81.8%Added
Lloyd Advisory Services, LLC.20$1.87K0.00%−147−88.0%Reduced
Nemes Rush Group LLC21$1.95K0.00%−2,000−99.0%Reduced
Mascoma Wealth Management LLC21$1.95K0.00%00.0%Unchanged
Arlington Trust Co LLC23$2.13K0.00%00.0%Unchanged
Sunrise Financial Services, LLC25$2.32K0.00%+3+13.6%Added
NVWM, LLC25$2.32K0.00%+5+25.0%Added
Steigerwald, Gordon & Koch Inc.26$2.41K0.00%00.0%Unchanged
Burk Holdings LLC26$2.41K0.00%00.0%Unchanged
Ankerstar Wealth, LLC26$2.43K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.28$2.60K0.00%−2−6.7%Reduced
WestEnd Advisors, LLC29$2.69K0.00%+1+3.6%Added
Mechanics Financial Corp29$2.69K0.00%+29New
Financial Consulate, Inc29$2.69K0.00%−6−17.1%Reduced
Fairman Group, LLC32$2.99K0.00%00.0%Unchanged
Clark Wealth Partners33$3.08K0.00%−8−19.5%Reduced
Truvestments Capital LLC33$3.08K0.00%00.0%Unchanged
Evolution Wealth Management Inc.34$3.15K0.00%00.0%Unchanged
Rialto Wealth Management, LLC34$3.15K0.00%+2+6.3%Added
Strategic Investment Solutions, Inc.35$3.25K0.00%+30+600.0%Added
United Financial Planning Group LLC36$3.34K0.00%00.0%Unchanged
Signature Equity Partners, LLC39$3.64K0.00%−13−25.0%Reduced
South State Corp.47$4.36K0.00%00.0%Unchanged
HighMark Wealth Management LLC50$4.63K0.00%+50New
Old Point Trust & Financial Services N A50$4.64K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC51$4.76K0.00%−85−62.5%Reduced
Penserra Capital Management LLC54$5.00K0.00%00.0%Unchanged
TFC Financial Management55$5.10K0.00%00.0%Unchanged
First Pacific Financial55$5.11K0.00%−5−8.3%Reduced
Dunhill Financial, LLC57$5.29K0.00%−3−5.0%Reduced
Peterson Wealth Management57$5.31K0.00%00.0%Unchanged
Horizon Financial Services, LLC58$5.38K0.00%+58New
Caldwell Sutter Capital, Inc.59$5.47K0.00%00.0%Unchanged
Estabrook Capital Management64$5.93K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC64$5.93K0.00%+27+73.0%Added
Hartford Financial Management Inc.71$6.58K0.00%−28−28.3%Reduced
Orion Capital Management LLC72$6.67K0.00%00.0%Unchanged
Activest Wealth Management73$6.77K0.00%−155−68.0%Reduced
Roxbury Financial LLC74$6.84K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.60$7.14K0.00%+60New
Duncker Streett & Co Inc78$7.23K0.00%−15−16.1%Reduced
Atlas Capital Advisors LLC80$7.42K0.00%+43+116.2%Added
J.Safra Asset Management Corp80$7.42K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC80$7.42K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC80$7.43K0.00%+29+56.9%Added
Aspect Partners, LLC81$7.51K0.00%00.0%Unchanged
Addison Advisors LLC82$7.60K0.00%−27−24.8%Reduced
McGuire Capital Advisors Inc86$7.97K0.00%−13−13.1%Reduced
Synergy Investment Management, LLC88$7.99K0.00%+8+10.0%Added
Marquette Asset Management, LLC87$8.07K0.00%−24−21.6%Reduced
Planning Strategies Inc.87$8.07K0.01%+87New
Kilter Group LLC91$8.44K0.00%−9−9.0%Reduced
ZRC Wealth Management, LLC92$8.53K0.00%+3+3.4%Added
IMG Wealth Management, Inc.95$8.81K0.00%+2+2.2%Added
Bay Harbor Wealth Management, LLC98$9.09K0.00%+19+24.1%Added
Davis Capital Management98$9.09K0.01%+91+1,300.0%Added
MTM Investment Management, LLC100$9.27K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$9.27K0.00%00.0%Unchanged
JNBA Financial Advisors102$9.46K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.102$9.46K0.00%00.0%Unchanged
Bare Financial Services, Inc103$9.55K0.00%+44+74.6%Added
Avion Wealth117$10.0K0.00%+3+2.6%Added
Sachetta, LLC108$10.0K0.00%+12+12.5%Added
Westfuller Advisors, LLC110$10.3K0.00%−20−15.4%Reduced
Action Point Financial Planning, LLC117$10.6K0.00%+117New
Strengthening Families & Communities, LLC121$11.2K0.00%+14+13.1%Added