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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 2,758 | $255.7K | 0.06% | −8−0.3% | Reduced |
| Federated Hermes, Inc. | 2,732 | $253.3K | 0.00% | +1,241+83.2% | Added |
| Catalyst Financial Partners LLC | 2,731 | $253.2K | 0.03% | −296−9.8% | Reduced |
| PFG Investments, LLC | 2,729 | $253.0K | 0.01% | +206+8.2% | Added |
| Fiduciary Alliance LLC | 2,715 | $251.7K | 0.02% | −9−0.3% | Reduced |
| Sciencast Management LP | 2,707 | $251.0K | 0.05% | −62,517−95.8% | Reduced |
| Pachira Investments Inc. | 2,695 | $249.9K | 0.09% | −715−21.0% | Reduced |
| Opus Capital Group, LLC | 2,686 | $249.0K | 0.02% | −12−0.4% | Reduced |
| Liberty Wealth Management LLC | 2,559 | $248.6K | 0.03% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 2,678 | $248.3K | 0.01% | +187+7.5% | Added |
| Mraz, Amerine & Associates, Inc. | 2,676 | $248.1K | 0.04% | +10+0.4% | Added |
| 44 Wealth Management LLC | 2,670 | $247.5K | 0.08% | −179−6.3% | Reduced |
| Baker Avenue Asset Management, LP | 2,669 | $247.5K | 0.00% | +2,669 | New |
| Morey & Quinn Wealth Partners, LLC | 2,650 | $245.7K | 0.16% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,649 | $245.6K | 0.01% | +371+16.3% | Added |
| Souders Financial Advisors | 2,645 | $245.2K | 0.02% | −806−23.4% | Reduced |
| NerdWallet Wealth Partners, LLC | 2,638 | $244.6K | 0.08% | −10.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,634 | $244.2K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,634 | $244.2K | 0.18% | −40−1.5% | Reduced |
| GTS Securities LLC | 2,627 | $243.5K | 0.01% | −5,832−68.9% | Reduced |
| DV Trading LLC | 2,600 | $241.0K | 0.02% | +2,600 | New |
| Angeles Wealth Management, LLC | 2,557 | $238.7K | 0.01% | −225−8.1% | Reduced |
| Alta Advisers Ltd | 2,565 | $237.8K | 0.05% | 00.0% | Unchanged |
| FC Advisory LLC | 2,565 | $237.8K | 0.06% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 2,564 | $237.7K | 0.11% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,558 | $237.1K | 0.01% | +50+2.0% | Added |
| Principal Street Partners, LLC | 2,557 | $237.0K | 0.03% | 00.0% | Unchanged |
| Financial Designs Corp | 2,551 | $236.5K | 0.13% | +10.0% | Added |
| Dash Acquisitions Inc. | 2,748 | $236.1K | 0.05% | +22+0.8% | Added |
| Roehl & Yi Investment Advisors, LLC | 2,545 | $235.9K | 0.08% | −9−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,492 | $235.8K | 0.01% | +2,492 | New |
| Defiance ETFs, LLC | 2,580 | $235.7K | 0.00% | +432+20.1% | Added |
| Advisory Solutions Group, LLC | 2,540 | $235.5K | 0.08% | +2,540 | New |
| Koshinski Asset Management, Inc. | 2,538 | $235.3K | 0.01% | −30−1.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,535 | $235.0K | 0.16% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,498 | $231.6K | 0.01% | +2,498 | New |
| Parkside Financial Bank & Trust | 2,498 | $231.6K | 0.02% | +947+61.1% | Added |
| First American Trust, FSB | 2,496 | $231.4K | 0.01% | −71−2.8% | Reduced |
| Fort Washington Investment Advisors Inc | 2,493 | $231.1K | 0.00% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,492 | $231.0K | 0.02% | +50+2.0% | Added |
| Asset Advisory Group, Inc. | 2,488 | $230.7K | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,482 | $230.1K | 0.01% | +24+1.0% | Added |
| Greenwich Wealth Management LLC | 2,481 | $230.0K | 0.01% | −101−3.9% | Reduced |
| Advisors Capital Management, LLC | 2,474 | $229.4K | 0.00% | −14−0.6% | Reduced |
| Sterling Capital Management LLC | 2,472 | $229.2K | 0.00% | −53,341−95.6% | Reduced |
| Osmosis Investment Management UK Ltd | 2,472 | $229.2K | 0.01% | −230−8.5% | Reduced |
| State of Wyoming | 2,449 | $227.0K | 0.02% | +2,449 | New |
| Sandro Wealth Management LLC | 2,439 | $226.1K | 0.16% | +310+14.6% | Added |
| Carrera Capital Advisors | 2,414 | $225.4K | 0.03% | −12−0.5% | Reduced |
| First Citizens Bank & Trust Co | 2,430 | $225.3K | 0.00% | +231+10.5% | Added |
| Core Capital Management & Research, inc. | 2,700 | $223.8K | 0.12% | +2,700 | New |
| Arbor Wealth Advisors LLC | 2,406 | $223.1K | 0.14% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,320 | $222.2K | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,375 | $221.7K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,389 | $221.5K | 0.00% | −497−17.2% | Reduced |
| Trust Point Inc. | 2,389 | $221.5K | 0.02% | −59−2.4% | Reduced |
| FIL Ltd | 2,386 | $221.2K | 0.00% | −24,671−91.2% | Reduced |
| KWB Wealth | 2,383 | $220.9K | 0.02% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,380 | $220.7K | 0.08% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,377 | $220.4K | 0.01% | +154+6.9% | Added |
| Vision Capital Management, Inc. | 2,374 | $220.1K | 0.03% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 2,370 | $219.7K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,360 | $218.8K | 0.01% | −50−2.1% | Reduced |
| Howard Wealth Management, LLC | 2,350 | $217.9K | 0.08% | 00.0% | Unchanged |
| Baxter Bros Inc | 2,350 | $217.9K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 2,514 | $217.4K | 0.18% | −300−10.7% | Reduced |
| Teza Capital Management LLC | 2,336 | $216.6K | 0.42% | −237−9.2% | Reduced |
| Dixon Fnancial Services, Inc. | 2,332 | $216.2K | 0.09% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,319 | $216.2K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,316 | $214.8K | 0.03% | +68+3.0% | Added |
| Custom Index Systems, LLC | 2,300 | $213.2K | 0.08% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 2,288 | $212.1K | 0.04% | +41+1.8% | Added |
| Hohimer Wealth Management, LLC | 2,272 | $210.6K | 0.02% | −28,675−92.7% | Reduced |
| Basecamp Wealth Advisors LLC | 2,268 | $210.3K | 0.04% | +5+0.2% | Added |
| Bryn Mawr Trust Co | 2,265 | $210.0K | 0.00% | +60+2.7% | Added |
| Phillips Wealth Planners LLC | 2,219 | $209.9K | 0.15% | +10+0.5% | Added |
| Sym Financial Corp | 2,262 | $209.7K | 0.02% | +2,262 | New |
| Green Harvest Asset Management LLC | 2,262 | $209.7K | 0.00% | +19+0.8% | Added |
| Anchor Bay Capital, Inc. | 2,480 | $209.1K | 0.11% | +2,480 | New |
| LCM Capital Management Inc | 2,255 | $209.1K | 0.09% | +61+2.8% | Added |
| Ethos Financial Group, LLC | 2,252 | $208.8K | 0.01% | +2,252 | New |
| PCM Encore, LLC | 2,240 | $207.7K | 0.04% | −137−5.8% | Reduced |
| Marex Group plc | 2,211 | $205.0K | 0.00% | +2,211 | New |
| Optas, LLC | 2,210 | $204.9K | 0.03% | +2,210 | New |
| Sovereign Financial Group, Inc. | 2,202 | $204.1K | 0.03% | +8+0.4% | Added |
| Trust Co of Kansas | 2,200 | $204.0K | 0.10% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,199 | $203.9K | 0.04% | +10.0% | Added |
| Asset One Wealth Management LLC | 2,196 | $203.8K | 0.02% | −95−4.1% | Reduced |
| Affiance Financial, LLC | 2,182 | $202.3K | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,163 | $202.0K | 0.01% | −50−2.3% | Reduced |
| Sentinus, LLC | 2,176 | $201.7K | 0.02% | +2,176 | New |
| Rehmann Capital Advisory Group | 2,168 | $201.1K | 0.01% | −10−0.5% | Reduced |
| BSW Wealth Partners | 2,164 | $200.6K | 0.02% | −250−10.4% | Reduced |
| HM Payson & Co | 2,144 | $198.8K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 2,081 | $192.9K | 0.02% | +2,081 | New |
| Oslo Pensjonsforsikring AS | 2,026 | $187.8K | 0.02% | −699−25.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,983 | $184.0K | 0.00% | +1,186+148.8% | Added |
| Alerus Financial NA | 1,975 | $183.1K | 0.01% | +274+16.1% | Added |
| Acropolis Investment Management, LLC | 1,919 | $177.9K | 0.01% | +15+0.8% | Added |
| McMillan Office, Inc. | 1,900 | $176.1K | 0.02% | 00.0% | Unchanged |