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 |
|---|---|---|---|---|---|
| J. Derek Lewis & Associates Inc. | 2,872 | $266.3K | 0.05% | +95+3.4% | Added |
| Massmutual Trust Co FSB | 2,876 | $266.6K | 0.01% | +158+5.8% | Added |
| Sierra Ocean, LLC | 2,885 | $267.4K | 0.19% | +5+0.2% | Added |
| Aspiriant, LLC | 2,900 | $268.9K | 0.01% | −2,444−45.7% | Reduced |
| Ostrum Asset Management | 2,902 | $269.0K | 0.01% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 2,907 | $269.5K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,915 | $270.2K | 0.02% | +1,110+61.5% | Added |
| Sound View Wealth Advisors Group, LLC | 2,915 | $270.3K | 0.02% | 00.0% | Unchanged |
| Aviso Wealth Management | 2,915 | $270.3K | 0.11% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,923 | $271.0K | 0.03% | −3,770−56.3% | Reduced |
| Quantitative Investment Management, LLC | 2,925 | $271.0K | 0.03% | +2,925 | New |
| Everpar Advisors LLC | 2,932 | $271.8K | 0.08% | −40−1.3% | Reduced |
| Blueshift Asset Management, LLC | 2,941 | $272.7K | 0.06% | +642+27.9% | Added |
| Impact Partnership Wealth, LLC | 2,949 | $273.4K | 0.03% | −49−1.6% | Reduced |
| One Capital Management, LLC | 2,830 | $275.0K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,970 | $275.3K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 2,981 | $276.4K | 0.01% | +429+16.8% | Added |
| Capstone Wealth Management, LLC | 2,982 | $276.5K | 0.13% | +2,982 | New |
| Conning Inc. | 2,985 | $276.7K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,986 | $276.8K | 0.01% | +278+10.3% | Added |
| Vaughan David Investments LLC | 2,992 | $277.0K | 0.01% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 3,000 | $278.1K | 0.03% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 3,000 | $278.1K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $278.1K | 0.06% | 00.0% | Unchanged |
| Capital Squared Financial LLC | 3,012 | $279.2K | 0.18% | +12+0.4% | Added |
| Meadowbrook Advisors Group, LLC | 3,023 | $280.3K | 0.15% | +3,023 | New |
| SeaCrest Wealth Management, LLC | 3,037 | $281.5K | 0.03% | −1,352−30.8% | Reduced |
| Beaumont Financial Advisors, LLC | 3,047 | $282.5K | 0.02% | −13−0.4% | Reduced |
| Davidson Trust Co | 3,051 | $282.9K | 0.11% | −96−3.1% | Reduced |
| Aprio Wealth Management, LLC | 3,056 | $283.3K | 0.01% | −85−2.7% | Reduced |
| Center For Asset Management LLC | 3,057 | $283.4K | 0.13% | −68−2.2% | Reduced |
| Hilltop Holdings Inc. | 3,060 | $283.7K | 0.02% | −1,235−28.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,067 | $284.3K | 0.01% | +324+11.8% | Added |
| Banco Santander, S.A. | 3,074 | $285.0K | 0.00% | +3,074 | New |
| ProCore Advisors, LLC | 3,080 | $285.5K | 0.35% | 00.0% | Unchanged |
| Destination Wealth Management | 3,083 | $285.8K | 0.01% | +958+45.1% | Added |
| Delta Investment Management, LLC | 3,090 | $286.5K | 0.05% | +18+0.6% | Added |
| LeClair Wealth Partners LLC | 3,091 | $286.6K | 0.15% | +3,091 | New |
| Pring Turner Capital Group Inc | 3,400 | $286.8K | 0.16% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,100 | $287.4K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 3,111 | $288.4K | 0.02% | −27−0.9% | Reduced |
| Baker Boyer National Bank | 3,137 | $290.8K | 0.08% | +3,137 | New |
| Ariston Services Group | 3,149 | $291.9K | 0.16% | +3,149 | Added |
| Cambient Family Office, LLC | 3,130 | $292.2K | 0.04% | −438−12.3% | Reduced |
| Kera Capital Partners, Inc. | 3,164 | $293.3K | 0.03% | +21+0.7% | Added |
| Trilogy Capital Inc. | 3,169 | $293.8K | 0.01% | −72−2.2% | Reduced |
| TCG Advisory Services, LLC | 3,174 | $294.3K | 0.01% | +389+14.0% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 3,185 | $295.3K | 0.12% | +387+13.8% | Added |
| Ellenbecker Investment Group | 3,191 | $295.9K | 0.03% | −33−1.0% | Reduced |
| EdgeRock Capital LLC | 3,200 | $296.7K | 0.07% | +3,200 | New |
| NWF Advisory Services Inc. | 3,205 | $297.1K | 0.03% | −294−8.4% | Reduced |
| Allegheny Financial Group LTD | 3,207 | $297.4K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,239 | $300.2K | 0.04% | −196−5.7% | Reduced |
| Main Street Financial Solutions, LLC | 3,258 | $302.1K | 0.02% | +3,258 | New |
| Tamar Securities, LLC | 3,268 | $303.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,300 | $305.9K | 0.02% | −13−0.4% | Reduced |
| SmartHarvest Portfolios, LLC | 3,305 | $306.4K | 0.10% | +3,305 | New |
| Oxford Asset Management LLP | 3,310 | $306.9K | 0.15% | +3,310 | New |
| SimpliFi, Inc. | 3,311 | $307.0K | 0.12% | +23+0.7% | Added |
| Wealthcare Advisory Partners LLC | 3,319 | $307.7K | 0.01% | −303−8.4% | Reduced |
| Williamson Legacy Group, LLC | 3,323 | $308.1K | 0.15% | −88−2.6% | Reduced |
| Apella Capital, LLC | 3,272 | $309.5K | 0.00% | +38+1.2% | Added |
| Wimmer Associates 1, LLC | 3,343 | $309.9K | 0.14% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,338 | $311.7K | 0.03% | −3,773−53.1% | Reduced |
| Bull Harbor Capital LLC | 3,366 | $312.1K | 0.06% | +3,366 | New |
| Fulcrum Asset Management LLP | 3,330 | $312.7K | 0.03% | −20,587−86.1% | Reduced |
| IFP Advisors, Inc | 3,374 | $312.8K | 0.01% | +1,225+57.0% | Added |
| Curated Wealth Partners LLC | 3,389 | $314.2K | 0.04% | +1,123+49.6% | Added |
| Rossmore Private Capital | 3,368 | $314.5K | 0.03% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 3,403 | $315.0K | 0.11% | −112−3.2% | Reduced |
| Oak Asset Management, LLC | 3,400 | $315.2K | 0.10% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,493 | $316.3K | 0.02% | +29+0.8% | Added |
| Lionhunter Capital Management, LLC | 3,444 | $319.3K | 0.14% | +3,444 | New |
| Sather Financial Group Inc | 3,453 | $320.1K | 0.02% | −258−7.0% | Reduced |
| PFG Private Wealth Management, LLC | 3,508 | $325.2K | 0.14% | +3,508 | New |
| Golden State Wealth Management, LLC | 3,509 | $325.4K | 0.03% | +289+9.0% | Added |
| Rockland Trust Co | 3,523 | $326.6K | 0.01% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,532 | $327.5K | 0.06% | −65−1.8% | Reduced |
| MQS Management LLC | 3,538 | $328.0K | 0.40% | −974−21.6% | Reduced |
| WD Rutherford LLC | 3,548 | $328.9K | 0.12% | +1,238+53.6% | Added |
| S-Bank Fund Management Ltd | 3,563 | $330.3K | 0.04% | +3,563 | New |
| Brown Miller Wealth Management, LLC | 3,564 | $330.4K | 0.08% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 3,576 | $331.5K | 0.01% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 3,600 | $333.8K | 0.29% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,611 | $334.8K | 0.02% | +10.0% | Added |
| VestGen Advisors, LLC | 3,631 | $336.6K | 0.01% | −248−6.4% | Reduced |
| Capstone Investment Advisors, LLC | 3,634 | $336.9K | 0.00% | +3,634 | New |
| Mosaic Family Wealth Partners, LLC | 3,637 | $337.1K | 0.02% | +3,637 | New |
| Centiva Capital, LP | 3,637 | $337.2K | 0.01% | +1,078+42.1% | Added |
| Alteri Wealth LLC | 3,640 | $337.4K | 0.09% | −6−0.2% | Reduced |
| Wesbanco Bank Inc | 3,674 | $340.6K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,676 | $340.8K | 0.02% | +53+1.5% | Added |
| Centric Wealth Management | 3,613 | $341.0K | 0.05% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,679 | $341.1K | 0.01% | −157−4.1% | Reduced |
| Inscription Capital, LLC | 3,761 | $348.7K | 0.03% | +3,761 | New |
| Lakeshore Financial Planning, Inc. | 3,793 | $351.7K | 0.11% | +4+0.1% | Added |
| LJI Wealth Management, LLC | 3,798 | $352.1K | 0.05% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 3,800 | $352.3K | 0.05% | −186−4.7% | Reduced |
| Zions Bancorporation, National Association | 3,847 | $356.7K | 0.02% | −55−1.4% | Reduced |
| Chesapeake Capital Corp | 3,852 | $357.1K | 0.19% | +878+29.5% | Added |