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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 26,468 | $2.45M | 0.02% | +1,651+6.7% | Added |
| Vident Advisory, LLC | 26,396 | $2.45M | 0.02% | −837−3.1% | Reduced |
| Oak Thistle LLC | 26,332 | $2.44M | 0.24% | +26,332 | New |
| Merit Financial Group, LLC | 26,224 | $2.43M | 0.02% | +4,353+19.9% | Added |
| Kestra Advisory Services, LLC | 25,920 | $2.42M | 0.01% | +8,098+45.4% | Added |
| Advisory Services Network, LLC | 25,600 | $2.37M | 0.03% | −1,562−5.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 25,405 | $2.36M | 0.31% | +733+3.0% | Added |
| Texas Yale Capital Corp. | 25,166 | $2.33M | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 24,829 | $2.33M | 0.03% | +3,378+15.7% | Added |
| Flputnam Investment Management Co | 24,661 | $2.29M | 0.03% | +826+3.5% | Added |
| Icon Wealth Advisors, LLC | 24,553 | $2.28M | 0.14% | −92−0.4% | Reduced |
| Brinker Capital Investments, LLC | 24,280 | $2.25M | 0.02% | −7,237−23.0% | Reduced |
| Lido Advisors, LLC | 23,947 | $2.23M | 0.01% | −246−1.0% | Reduced |
| Great Lakes Retirement, Inc. | 24,079 | $2.23M | 0.20% | +24,079 | New |
| Tokio Marine Asset Management Co Ltd | 24,052 | $2.23M | 0.07% | +1,419+6.3% | Added |
| SRS Capital Advisors, Inc. | 23,699 | $2.20M | 0.01% | +16,931+250.2% | Added |
| Perigon Wealth Management, LLC | 23,682 | $2.20M | 0.03% | +462+2.0% | Added |
| Coppell Advisory Solutions LLC | 8,458 | $2.17M | 0.64% | +8,458 | New |
| Mutual Advisors, LLC | 23,288 | $2.16M | 0.04% | +388+1.7% | Added |
| Raiffeisen Bank International AG | 22,964 | $2.16M | 0.03% | −364−1.6% | Reduced |
| Founders Financial Securities LLC | 23,247 | $2.16M | 0.11% | +720+3.2% | Added |
| Rothschild Investment LLC | 23,043 | $2.14M | 0.08% | +19,068+479.7% | Added |
| Alaethes Wealth LLC | 22,853 | $2.13M | 0.62% | +116+0.5% | Added |
| Himension Fund | 23,001 | $2.13M | 0.13% | +584+2.6% | Added |
| Concurrent Investment Advisors, LLC | 22,754 | $2.11M | 0.02% | +636+2.9% | Added |
| Everence Capital Management Inc | 22,746 | $2.11M | 0.11% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 22,574 | $2.09M | 0.01% | +1,658+7.9% | Added |
| Jeppson Wealth Management, LLC | 22,510 | $2.09M | 0.61% | −220−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 22,439 | $2.08M | 0.14% | +48+0.2% | Added |
| MKT Advisors LLC | 21,872 | $2.07M | 0.64% | +1,073+5.2% | Added |
| EFG International AG | 22,112 | $2.05M | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 21,944 | $2.03M | 0.08% | +776+3.7% | Added |
| Callan Family Office, LLC | 21,823 | $2.02M | 0.04% | −1,235−5.4% | Reduced |
| Advisor Resource Council | 21,690 | $2.02M | 0.67% | +509+2.4% | Added |
| Greenwood Capital Associates LLC | 21,624 | $2.00M | 0.20% | +2,206+11.4% | Added |
| RSM US Wealth Management LLC | 21,603 | $2.00M | 0.02% | +1,259+6.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,959 | $1.94M | 0.02% | +74+0.4% | Added |
| GAMMA Investing LLC | 20,940 | $1.94M | 0.07% | +3,139+17.6% | Added |
| Petix & Botte Co | 20,694 | $1.92M | 0.39% | +10,347+100.0% | Added |
| Spirit of America Management Corp | 20,500 | $1.90M | 0.36% | +700+3.5% | Added |
| Profund Advisors LLC | 20,467 | $1.90M | 0.05% | −1,802−8.1% | Reduced |
| Savant Capital, LLC | 19,952 | $1.89M | 0.01% | +10,379+108.4% | Added |
| Premier Fund Managers Ltd | 20,000 | $1.88M | 0.17% | −3,000−13.0% | Reduced |
| Asset Planning,Inc | 20,203 | $1.87M | 1.21% | +101+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 20,137 | $1.87M | 0.00% | −313−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 19,925 | $1.85M | 0.01% | +5,684+39.9% | Added |
| Chilton Capital Management LLC | 19,775 | $1.83M | 0.06% | −57−0.3% | Reduced |
| Financial Alternatives, Inc | 19,741 | $1.83M | 0.90% | −17−0.1% | Reduced |
| Stablepoint Partners, LLC | 19,693 | $1.83M | 0.25% | −69−0.3% | Reduced |
| MUFG Securities Americas Inc. | 19,688 | $1.83M | 0.09% | +1,628+9.0% | Added |
| Jump Financial, LLC | 19,487 | $1.81M | 0.02% | +19,487 | New |
| Advisors Asset Management, Inc. | 19,486 | $1.81M | 0.03% | +754+4.0% | Added |
| North Dakota State Investment Board | 19,410 | $1.80M | 0.07% | +500+2.6% | Added |
| Laird Norton Trust Company, LLC | 19,146 | $1.79M | 0.03% | −800−4.0% | Reduced |
| J.W. Cole Advisors, Inc. | 18,756 | $1.74M | 0.03% | +18,756 | New |
| Bleakley Financial Group, LLC | 18,734 | $1.74M | 0.02% | +5,289+39.3% | Added |
| Westpac Banking Corp | 18,729 | $1.74M | 0.11% | −2,549−12.0% | Reduced |
| Enhancing Capital LLC | 18,600 | $1.72M | 1.19% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 16,468 | $1.72M | 0.40% | +5,027+43.9% | Added |
| Bank Ozk | 18,182 | $1.69M | 0.50% | +18,182 | New |
| Allworth Financial LP | 18,169 | $1.68M | 0.01% | +3,592+24.6% | Added |
| Meiji Yasuda Life Insurance Co | 17,951 | $1.66M | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17,632 | $1.64M | 0.01% | +794+4.7% | Added |
| SCP Investment, LP | 17,600 | $1.63M | 1.50% | +2,000+12.8% | Added |
| United Capital Financial Advisers, LLC | 17,533 | $1.63M | 0.01% | −395−2.2% | Reduced |
| Atlantic Union Bankshares Corp | 17,491 | $1.62M | 0.03% | −20.0% | Reduced |
| Securian Asset Management, Inc | 17,388 | $1.60M | 0.06% | −259−1.5% | Reduced |
| Brookmont Capital Management | 17,295 | $1.60M | 0.86% | +69+0.4% | Added |
| Colonial Trust Advisors | 17,290 | $1.60M | 0.11% | −366−2.1% | Reduced |
| Moody National Bank Trust Division | 17,247 | $1.60M | 0.13% | −1,016−5.6% | Reduced |
| Dynamic Advisor Solutions LLC | 17,177 | $1.59M | 0.05% | −655−3.7% | Reduced |
| Krilogy Financial LLC | 17,154 | $1.59M | 0.05% | +4,157+32.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,101 | $1.59M | 0.09% | −78−0.5% | Reduced |
| Bessemer Group Inc | 16,711 | $1.55M | 0.00% | −2,215,017−99.3% | Reduced |
| Wedbush Securities Inc | 16,554 | $1.53M | 0.04% | −168−1.0% | Reduced |
| Apriem Advisors | 16,461 | $1.53M | 0.13% | +125+0.8% | Added |
| Beacon Pointe Advisors, LLC | 16,389 | $1.52M | 0.01% | −535−3.2% | Reduced |
| Spirepoint Private Client, LLC | 16,391 | $1.52M | 0.12% | −1,722−9.5% | Reduced |
| Ofi Invest Asset Management | 16,380 | $1.52M | 0.02% | +1,479+9.9% | Added |
| Cookson Peirce & Co Inc | 16,321 | $1.51M | 0.05% | +743+4.8% | Added |
| Baird Financial Group, Inc. | 16,258 | $1.51M | 0.00% | +1,661+11.4% | Added |
| Central Trust Co | 15,691 | $1.45M | 0.03% | +40+0.3% | Added |
| Wahed Invest LLC | 15,560 | $1.44M | 0.15% | −920−5.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 15,442 | $1.44M | 0.03% | −325−2.1% | Reduced |
| Ninepoint Partners LP | 15,358 | $1.42M | 0.13% | 00.0% | Unchanged |
| SWP Financial LLC | 15,325 | $1.42M | 0.66% | +12+0.1% | Added |
| South Dakota Investment Council | 15,187 | $1.41M | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 15,031 | $1.39M | 0.74% | −269−1.8% | Reduced |
| Miramontes Capital, LLC | 15,011 | $1.39M | 0.43% | −1,520−9.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 14,888 | $1.39M | 0.02% | +32+0.2% | Added |
| Entropy Technologies, LP | 14,788 | $1.37M | 0.05% | −28,346−65.7% | Reduced |
| We Are One Seven, LLC | 14,743 | $1.37M | 0.02% | −920−5.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,681 | $1.36M | 0.01% | −5,352−26.7% | Reduced |
| Sound Income Strategies, LLC | 14,469 | $1.34M | 0.06% | −96−0.7% | Reduced |
| Highview Capital Management LLC | 14,458 | $1.34M | 0.39% | −59−0.4% | Reduced |
| Brown Brothers Harriman & Co | 14,427 | $1.34M | 0.01% | +1,844+14.7% | Added |
| Umb Bank N A | 14,422 | $1.34M | 0.02% | +39+0.3% | Added |
| Hilltop National Bank | 14,394 | $1.33M | 0.28% | +14,241+9,307.8% | Added |
| Prime Capital Investment Advisors, LLC | 14,170 | $1.31M | 0.01% | −1,695−10.7% | Reduced |
| Whittier Trust Co | 14,069 | $1.31M | 0.01% | −164−1.2% | Reduced |