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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 3,882 | $359.9K | 0.07% | −54−1.4% | Reduced |
| Premier Path Wealth Partners, LLC | 3,883 | $359.9K | 0.04% | +171+4.6% | Added |
| Ashton Thomas Private Wealth, LLC | 3,884 | $360.1K | 0.01% | +3,884 | New |
| Exchange Traded Concepts, LLC | 3,893 | $360.9K | 0.00% | +792+25.5% | Added |
| Ridge Creek Global, Inc | 3,917 | $363.1K | 0.28% | −70−1.8% | Reduced |
| WealthSpring Partners, LLC | 3,921 | $363.5K | 0.31% | +10.0% | Added |
| Patten Group, Inc. | 3,930 | $364.4K | 0.06% | −469−10.7% | Reduced |
| Define Financial, LLC | 3,932 | $364.6K | 0.17% | +46+1.2% | Added |
| Gateway Wealth Partners, LLC | 3,974 | $368.4K | 0.02% | −2,253−36.2% | Reduced |
| KTF Investments, LLC | 3,977 | $368.7K | 0.04% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 3,978 | $368.8K | 0.12% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 3,989 | $369.8K | 0.08% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 4,000 | $370.8K | 0.14% | 00.0% | Unchanged |
| Tradewinds, LLC. | 12,147 | $372.7K | 0.12% | +12,147 | New |
| Signature Wealth Management Partners, LLC | 4,020 | $372.7K | 0.17% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,022 | $372.9K | 0.02% | −59−1.4% | Reduced |
| Qsemble Capital Management, LP | 4,024 | $373.1K | 0.05% | −80,712−95.3% | Reduced |
| MONECO Advisors, LLC | 4,035 | $374.1K | 0.02% | +219+5.7% | Added |
| Cornerstone Planning Group LLC | 4,027 | $374.7K | 0.05% | −18−0.4% | Reduced |
| Daymark Wealth Partners, LLC | 4,051 | $375.6K | 0.01% | +129+3.3% | Added |
| AA Financial Advisors, LLC | 4,057 | $376.1K | 0.05% | −767−15.9% | Reduced |
| Stanley-Laman Group, Ltd. | 4,060 | $376.4K | 0.04% | +4,060 | New |
| 71 West Capital Partners | 4,068 | $377.1K | 0.01% | +1,432+54.3% | Added |
| L2 Asset Management, LLC | 4,071 | $377.6K | 0.04% | −127−3.0% | Reduced |
| Carter Financial, LLC | 4,076 | $377.9K | 0.28% | 00.0% | Unchanged |
| Norden Group LLC | 4,085 | $378.7K | 0.03% | −257−5.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,145 | $384.3K | 0.03% | +8+0.2% | Added |
| BCS Private Wealth Management, Inc. | 4,145 | $387.0K | 0.12% | +4,145 | New |
| Ameritas Advisory Services, LLC | 4,188 | $388.3K | 0.01% | −621−12.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,193 | $388.7K | 0.10% | −226−5.1% | Reduced |
| Associated Banc-Corp | 4,200 | $389.4K | 0.01% | −439−9.5% | Reduced |
| Summit Financial, LLC | 4,172 | $389.5K | 0.00% | −386−8.5% | Reduced |
| CX Institutional | 4,204 | $390.0K | 0.01% | +158+3.9% | Added |
| Wealth Alliance | 4,219 | $391.1K | 0.03% | −499−10.6% | Reduced |
| Fisher Asset Management, LLC | 4,222 | $391.5K | 0.00% | +787+22.9% | Added |
| Hanson & Doremus Investment Management | 4,238 | $393.0K | 0.04% | +29+0.7% | Added |
| Occidental Asset Management, LLC | 4,241 | $393.2K | 0.04% | +35+0.8% | Added |
| Leisure Capital Management | 4,244 | $393.5K | 0.12% | 00.0% | Unchanged |
| L & S Advisors Inc | 4,253 | $394.3K | 0.04% | +2,058+93.8% | Added |
| Etesian Wealth Advisors, Inc. | 4,260 | $394.9K | 0.12% | −112−2.6% | Reduced |
| Modern Wealth Management, LLC | 4,282 | $396.9K | 0.00% | +1,615+60.6% | Added |
| Pinnacle Financial Partners, Inc. | 4,287 | $397.5K | 0.00% | −509−10.6% | Reduced |
| Chesapeake Asset Management LLC | 4,307 | $399.3K | 0.31% | −42−1.0% | Reduced |
| Busey Wealth Management | 4,313 | $399.9K | 0.01% | +5+0.1% | Added |
| Merrithew & Thorsten Inc | 4,350 | $403.0K | 0.34% | +29+0.7% | Added |
| Elyxium Wealth, LLC | 4,353 | $403.6K | 0.04% | +353+8.8% | Added |
| Kerr Financial Planning Corp | 4,366 | $404.7K | 0.45% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 4,410 | $408.9K | 0.11% | −500−10.2% | Reduced |
| Howard Capital Management Inc. | 4,431 | $410.8K | 0.00% | +2,340+111.9% | Added |
| US Asset Management LLC | 4,462 | $413.7K | 0.32% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,471 | $414.5K | 0.00% | +72+1.6% | Added |
| Soltis Investment Advisors LLC | 4,488 | $416.1K | 0.02% | +933+26.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,480 | $416.2K | 0.02% | +1,239+38.2% | Added |
| PUREfi Wealth, LLC | 4,491 | $416.4K | 0.23% | −3−0.1% | Reduced |
| Mosley Wealth Management | 4,492 | $416.4K | 0.13% | −5,667−55.8% | Reduced |
| Tred Avon Family Wealth, LLC | 4,499 | $417.1K | 0.13% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,534 | $420.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,541 | $423.4K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,381 | $424.1K | 0.01% | −2,559−36.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 4,580 | $424.6K | 0.01% | +344+8.1% | Added |
| Vance Wealth, Inc. | 4,569 | $426.6K | 0.10% | −390−7.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,625 | $428.8K | 0.09% | −1,035−18.3% | Reduced |
| Integrated Advisors Network LLC | 4,635 | $429.8K | 0.02% | −16−0.3% | Reduced |
| Ritholtz Wealth Management | 4,673 | $433.3K | 0.01% | +203+4.5% | Added |
| D.B. Root & Company, LLC | 4,687 | $434.5K | 0.09% | +26+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,696 | $435.4K | 0.01% | −1,068−18.5% | Reduced |
| Wealthspire Advisors, LLC | 4,701 | $435.8K | 0.00% | +206+4.6% | Added |
| Cidel Asset Management Inc | 4,710 | $436.7K | 0.02% | +197+4.4% | Added |
| Capital Advisors Inc | 4,738 | $439.3K | 0.01% | +32+0.7% | Added |
| Wedmont Private Capital | 4,668 | $439.7K | 0.01% | +457+10.9% | Added |
| Grimes & Company, Inc. | 4,786 | $443.8K | 0.01% | +4,786 | New |
| Retirement Planning Group | 4,799 | $444.9K | 0.01% | +353+7.9% | Added |
| Twin Tree Management, LP | 4,801 | $445.1K | 0.07% | +3,398+242.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,810 | $446.0K | 0.12% | +32+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,820 | $446.9K | 0.02% | +1,562+47.9% | Added |
| Weatherly Asset Management L. P. | 4,800 | $448.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,858 | $450.4K | 0.03% | +378+8.4% | Added |
| Flow Traders U.S. LLC | 4,864 | $451.0K | 0.02% | +4,864 | New |
| EverSource Wealth Advisors, LLC | 4,898 | $454.1K | 0.02% | −67−1.3% | Reduced |
| First Foundation Advisors | 4,950 | $458.9K | 0.02% | −10.0% | Reduced |
| Lighthouse Financial Services Inc | 5,023 | $458.9K | 0.10% | +32+0.6% | Added |
| Bauman Advisory Group, LLC | 4,996 | $463.2K | 0.25% | −134−2.6% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,998 | $463.4K | 0.09% | +4,998 | New |
| Harbour Capital Advisors, LLC | 4,974 | $468.6K | 0.09% | −160−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,098 | $472.6K | 0.01% | −15,907−75.7% | Reduced |
| Diversify Wealth Management, LLC | 5,182 | $472.9K | 0.01% | +666+14.7% | Added |
| Diversify Advisory Services, LLC | 5,182 | $472.9K | 0.01% | +5,182 | New |
| Paradigm Financial Partners, LLC | 5,125 | $475.1K | 0.04% | −45−0.9% | Reduced |
| Frank, Rimerman Advisors LLC | 5,137 | $476.3K | 0.03% | +134+2.7% | Added |
| ELCO Management Co., LLC | 5,168 | $479.1K | 0.21% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,151 | $479.6K | 0.01% | −1,434−21.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,575 | $482.1K | 0.03% | +3,433+160.3% | Added |
| Leo H. Evart, Inc. | 5,231 | $484.9K | 0.38% | +10.0% | Added |
| Advyzon Investment Management, LLC | 5,264 | $488.1K | 0.04% | +798+17.9% | Added |
| Great Valley Advisor Group, Inc. | 5,268 | $488.2K | 0.01% | +291+5.8% | Added |
| Bokf, NA | 5,300 | $491.4K | 0.01% | −742−12.3% | Reduced |
| Rosenberg Matthew Hamilton | 5,307 | $492.0K | 0.09% | +149+2.9% | Added |
| Pointe Capital Management LLC | 5,326 | $493.8K | 0.22% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 5,347 | $495.7K | 0.33% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 5,364 | $497.3K | 0.02% | +5,364 | New |