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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 127 | $11.8K | 0.00% | +13+11.4% | Added |
| Webster Bank, N. A. | 128 | $11.9K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 125 | $11.9K | 0.01% | +125 | New |
| St Germain D J Co Inc | 130 | $12.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 131 | $12.1K | 0.01% | +11+9.2% | Added |
| Trust Co | 133 | $12.3K | 0.00% | +133 | New |
| First Command Advisory Services, Inc. | 133 | $12.4K | 0.00% | −403−75.2% | Reduced |
| High Note Wealth, LLC | 134 | $12.4K | 0.00% | −87−39.4% | Reduced |
| Glen Eagle Advisors, LLC | 136 | $12.6K | 0.00% | +1+0.7% | Added |
| CGC Financial Services, LLC | 138 | $12.8K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 139 | $12.9K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 140 | $13.0K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 143 | $13.3K | 0.00% | +13+10.0% | Added |
| First Horizon Corp | 149 | $13.8K | 0.00% | +111+292.1% | Added |
| DHJJ Financial Advisors, Ltd. | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 151 | $14.0K | 0.01% | −61−28.8% | Reduced |
| City Holding Co | 154 | $14.3K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 154 | $14.3K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 155 | $14.4K | 0.00% | +24+18.3% | Added |
| 1620 Investment Advisors, Inc. | 156 | $14.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 158 | $14.6K | 0.00% | +10+6.8% | Added |
| Cornerstone Financial Management LLC | 165 | $15.3K | 0.01% | +66+66.7% | Added |
| PlanVest Financial, Inc | 169 | $15.7K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 176 | $16.4K | 0.00% | +176 | New |
| Brown, Lisle/Cummings, Inc. | 181 | $16.8K | 0.00% | +19+11.7% | Added |
| Collier Financial | 184 | $17.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 192 | $17.8K | 0.00% | +18+10.3% | Added |
| Quaker Wealth Management, LLC | 194 | $18.0K | 0.01% | −2−1.0% | Reduced |
| Cape Investment Advisory, Inc. | 195 | $18.1K | 0.00% | +195 | New |
| VSM Wealth Advisory, LLC | 198 | $18.4K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 200 | $18.5K | 0.00% | −540−73.0% | Reduced |
| Lavaca Capital LLC | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 200 | $18.5K | 0.00% | +200 | New |
| Wolff Wiese Magana LLC | 204 | $18.9K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 204 | $18.9K | 0.00% | +14+7.4% | Added |
| New England Capital Financial Advisors LLC | 205 | $19.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 208 | $19.3K | 0.00% | −450−68.4% | Reduced |
| Fairscale Capital, LLC | 208 | $19.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 212 | $19.7K | 0.00% | −598−73.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 214 | $19.8K | 0.01% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 219 | $20.3K | 0.00% | +219 | New |
| GoalVest Advisory LLC | 220 | $20.4K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 220 | $20.4K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 226 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 228 | $21.0K | 0.00% | −76−25.0% | Reduced |
| Spire Wealth Management | 227 | $21.0K | 0.00% | −210−48.1% | Reduced |
| Evermay Wealth Management LLC | 229 | $21.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 237 | $22.0K | 0.00% | +165+229.2% | Added |
| Ball & Co Wealth Management Inc. | 245 | $22.0K | 0.02% | +1+0.4% | Added |
| JFS Wealth Advisors, LLC | 248 | $23.0K | 0.00% | +4+1.6% | Added |
| Wilkerson Advisory Group LLC | 249 | $23.1K | 0.01% | +6+2.5% | Added |
| United Community Bank | 250 | $23.2K | 0.01% | −50−16.7% | Reduced |
| Blueline Advisors LLC | 250 | $23.2K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 254 | $23.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 262 | $24.3K | 0.00% | −556−68.0% | Reduced |
| SJS Investment Consulting Inc. | 262 | $24.3K | 0.00% | +184+235.9% | Added |
| Bell Investment Advisors, Inc | 267 | $24.8K | 0.00% | +5+1.9% | Added |
| Frazier Financial Advisors, LLC | 274 | $25.4K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 276 | $25.6K | 0.00% | +13+4.9% | Added |
| Covestor Ltd | 277 | $26.0K | 0.02% | −102−26.9% | Reduced |
| Salomon & Ludwin, LLC | 287 | $26.2K | 0.00% | −31−9.7% | Reduced |
| Anchor Investment Management, LLC | 285 | $26.4K | 0.00% | +285 | New |
| Prudent Man Investment Management, Inc. | 300 | $26.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 288 | $26.7K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 290 | $26.9K | 0.00% | +290 | New |
| Tounjian Advisory Partners, LLC | 293 | $27.2K | 0.01% | −14,665−98.0% | Reduced |
| City State Bank | 294 | $27.3K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 298 | $27.6K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $27.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $27.8K | 0.01% | +300 | New |
| Ares Financial Consulting, LLC | 302 | $28.0K | 0.02% | +1+0.3% | Added |
| Silvant Capital Management LLC | 304 | $28.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 334 | $31.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 346 | $32.1K | 0.00% | +30+9.5% | Added |
| Ancora Advisors, LLC | 352 | $32.6K | 0.00% | +312+780.0% | Added |
| Key Financial Inc | 361 | $33.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 370 | $34.3K | 0.00% | +18+5.1% | Added |
| Bogart Wealth, LLC | 371 | $34.4K | 0.00% | +10+2.8% | Added |
| Walleye Capital LLC | 379 | $35.1K | 0.00% | −66,869−99.4% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 388 | $36.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 390 | $36.0K | 0.00% | −7−1.8% | Reduced |
| Bruce G. Allen Investments, LLC | 390 | $36.2K | 0.02% | −48−11.0% | Reduced |
| Essex Investment Management Co LLC | 390 | $36.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 395 | $36.6K | 0.01% | +212+115.8% | Added |
| Wolverine Asset Management LLC | 400 | $37.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $37.1K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 400 | $37.1K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 400 | $37.1K | 0.03% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 407 | $37.8K | 0.02% | +407 | New |
| Transamerica Financial Advisors, Inc. | 422 | $39.5K | 0.00% | −9−2.1% | Reduced |
| BankPlus Trust Department | 428 | $39.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 434 | $40.0K | 0.00% | −38−8.1% | Reduced |
| Ogorek Anthony Joseph | 439 | $40.0K | 0.01% | +78+21.6% | Added |
| Highline Wealth Partners LLC | 438 | $40.6K | 0.01% | +16+3.8% | Added |
| Farmers & Merchants Investments Inc | 453 | $42.0K | 0.00% | −2−0.4% | Reduced |
| CoreCap Advisors, LLC | 461 | $42.7K | 0.00% | −285−38.2% | Reduced |
| Aventura Private Wealth, LLC | 463 | $42.9K | 0.01% | +383+478.7% | Added |
| Vision Retirement, LLC | 464 | $43.0K | 0.01% | +3+0.7% | Added |
| Country Trust Bank | 474 | $43.9K | 0.00% | −10−2.1% | Reduced |
| JPL Wealth Management, LLC | 479 | $44.4K | 0.01% | +7+1.5% | Added |