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 |
|---|---|---|---|---|---|
| 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 |
| Fortitude Family Office, LLC | 395 | $36.6K | 0.01% | +212+115.8% | Added |
| 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 |
| GW&K Investment Management, LLC | 390 | $36.0K | 0.00% | −7−1.8% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 388 | $36.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 379 | $35.1K | 0.00% | −66,869−99.4% | Reduced |
| Bogart Wealth, LLC | 371 | $34.4K | 0.00% | +10+2.8% | Added |
| LRI Investments, LLC | 370 | $34.3K | 0.00% | +18+5.1% | Added |
| Key Financial Inc | 361 | $33.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 352 | $32.6K | 0.00% | +312+780.0% | Added |
| Princeton Global Asset Management LLC | 346 | $32.1K | 0.00% | +30+9.5% | Added |
| Pacific Center for Financial Services | 334 | $31.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 304 | $28.2K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 302 | $28.0K | 0.02% | +1+0.3% | Added |
| Crews Bank & Trust | 300 | $27.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $27.8K | 0.01% | +300 | New |
| Bangor Savings Bank | 298 | $27.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 294 | $27.3K | 0.01% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 293 | $27.2K | 0.01% | −14,665−98.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 290 | $26.9K | 0.00% | +290 | New |
| Private Wealth Asset Management, LLC | 288 | $26.7K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 300 | $26.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 285 | $26.4K | 0.00% | +285 | New |
| Salomon & Ludwin, LLC | 287 | $26.2K | 0.00% | −31−9.7% | Reduced |
| Covestor Ltd | 277 | $26.0K | 0.02% | −102−26.9% | Reduced |
| Kemnay Advisory Services Inc. | 276 | $25.6K | 0.00% | +13+4.9% | Added |
| Frazier Financial Advisors, LLC | 274 | $25.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 267 | $24.8K | 0.00% | +5+1.9% | Added |
| 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 |
| Westside Investment Management, Inc. | 254 | $23.5K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 250 | $23.2K | 0.01% | −50−16.7% | Reduced |
| Blueline Advisors LLC | 250 | $23.2K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 249 | $23.1K | 0.01% | +6+2.5% | Added |
| JFS Wealth Advisors, LLC | 248 | $23.0K | 0.00% | +4+1.6% | Added |
| Ball & Co Wealth Management Inc. | 245 | $22.0K | 0.02% | +1+0.4% | Added |
| Creative Financial Designs Inc | 237 | $22.0K | 0.00% | +165+229.2% | Added |
| Evermay Wealth Management LLC | 229 | $21.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 227 | $21.0K | 0.00% | −210−48.1% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 228 | $21.0K | 0.00% | −76−25.0% | Reduced |
| Pinney & Scofield, Inc. | 226 | $21.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 220 | $20.4K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 220 | $20.4K | 0.01% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 219 | $20.3K | 0.00% | +219 | New |
| Greykasell Wealth Strategies, Inc. | 214 | $19.8K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 212 | $19.7K | 0.00% | −598−73.8% | Reduced |
| Fairscale Capital, LLC | 208 | $19.4K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 208 | $19.3K | 0.00% | −450−68.4% | Reduced |
| New England Capital Financial Advisors LLC | 205 | $19.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 204 | $18.9K | 0.00% | +14+7.4% | Added |
| Wolff Wiese Magana LLC | 204 | $18.9K | 0.01% | 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 |
| VSM Wealth Advisory, LLC | 198 | $18.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 195 | $18.1K | 0.00% | +195 | New |
| Quaker Wealth Management, LLC | 194 | $18.0K | 0.01% | −2−1.0% | Reduced |
| True Wealth Design, LLC | 192 | $17.8K | 0.00% | +18+10.3% | Added |
| Collier Financial | 184 | $17.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 181 | $16.8K | 0.00% | +19+11.7% | Added |
| Crewe Advisors LLC | 176 | $16.4K | 0.00% | +176 | New |
| PlanVest Financial, Inc | 169 | $15.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 165 | $15.3K | 0.01% | +66+66.7% | Added |
| Hollencrest Capital Management | 158 | $14.6K | 0.00% | +10+6.8% | Added |
| 1620 Investment Advisors, Inc. | 156 | $14.5K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 155 | $14.4K | 0.00% | +24+18.3% | Added |
| RHL Group, LLC | 154 | $14.3K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 154 | $14.3K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 151 | $14.0K | 0.01% | −61−28.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 149 | $13.8K | 0.00% | +111+292.1% | Added |
| Joseph Group Capital Management | 143 | $13.3K | 0.00% | +13+10.0% | Added |
| Insight Financial Services | 140 | $13.0K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 139 | $12.9K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 138 | $12.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 136 | $12.6K | 0.00% | +1+0.7% | Added |
| High Note Wealth, LLC | 134 | $12.4K | 0.00% | −87−39.4% | Reduced |
| First Command Advisory Services, Inc. | 133 | $12.4K | 0.00% | −403−75.2% | Reduced |
| Trust Co | 133 | $12.3K | 0.00% | +133 | New |
| Millstone Evans Group, LLC | 131 | $12.1K | 0.01% | +11+9.2% | Added |
| St Germain D J Co Inc | 130 | $12.1K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 125 | $11.9K | 0.01% | +125 | New |
| Webster Bank, N. A. | 128 | $11.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 127 | $11.8K | 0.00% | +13+11.4% | Added |
| Strengthening Families & Communities, LLC | 121 | $11.2K | 0.00% | +14+13.1% | Added |
| Action Point Financial Planning, LLC | 117 | $10.6K | 0.00% | +117 | New |
| Westfuller Advisors, LLC | 110 | $10.3K | 0.00% | −20−15.4% | Reduced |
| Sachetta, LLC | 108 | $10.0K | 0.00% | +12+12.5% | Added |
| Avion Wealth | 117 | $10.0K | 0.00% | +3+2.6% | Added |
| Bare Financial Services, Inc | 103 | $9.55K | 0.00% | +44+74.6% | Added |
| JNBA Financial Advisors | 102 | $9.46K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 102 | $9.46K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $9.27K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $9.27K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 98 | $9.09K | 0.00% | +19+24.1% | Added |
| Davis Capital Management | 98 | $9.09K | 0.01% | +91+1,300.0% | Added |