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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 8,048 | $746.1K | 0.01% | +1,483+22.6% | Added |
| Venturi Wealth Management, LLC | 7,948 | $736.9K | 0.03% | −616−7.2% | Reduced |
| Gratus Wealth Advisors, LLC | 7,939 | $736.0K | 0.09% | +7,939 | New |
| Mesirow Financial Investment Management, Inc. | 7,925 | $734.7K | 0.01% | +54+0.7% | Added |
| Ignite Planners, LLC | 7,902 | $733.0K | 0.10% | −52−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,743 | $732.4K | 0.01% | −130−1.7% | Reduced |
| Crestwood Advisors Group LLC | 7,804 | $723.5K | 0.01% | −1,115−12.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,780 | $721.3K | 0.15% | −576−6.9% | Reduced |
| Atomi Financial Group, Inc. | 7,692 | $713.1K | 0.02% | −526−6.4% | Reduced |
| Global Retirement Partners, LLC | 7,636 | $707.9K | 0.01% | +7,636 | New |
| AlphaCore Capital LLC | 7,600 | $704.6K | 0.01% | +2,224+41.4% | Added |
| Advisory Alpha, LLC | 7,592 | $703.9K | 0.02% | +58+0.8% | Added |
| Shelton Capital Management | 7,470 | $692.5K | 0.01% | +156+2.1% | Added |
| Capital Investment Advisors, LLC | 7,464 | $692.0K | 0.01% | −51−0.7% | Reduced |
| Meridian Wealth Management, LLC | 7,444 | $690.1K | 0.02% | +837+12.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,438 | $689.6K | 0.07% | −7,156−49.0% | Reduced |
| Advisor OS, LLC | 7,435 | $689.3K | 0.05% | −437−5.6% | Reduced |
| Avantax Planning Partners, Inc. | 7,407 | $686.7K | 0.02% | 00.0% | Unchanged |
| Ossiam | 7,360 | $682.3K | 0.01% | +7,360 | New |
| Potomac Fund Management Inc | 7,328 | $679.4K | 0.02% | +82+1.1% | Added |
| Axxcess Wealth Management, LLC | 7,319 | $678.6K | 0.01% | −186−2.5% | Reduced |
| Jacobi Capital Management LLC | 7,289 | $675.7K | 0.03% | +248+3.5% | Added |
| Banque Cantonale Vaudoise | 7,271 | $674.0K | 0.03% | −14,115−66.0% | Reduced |
| Harbor Investment Advisory, LLC | 7,241 | $671.3K | 0.05% | +1,189+19.6% | Added |
| Twinbeech Capital LP | 7,179 | $665.6K | 0.12% | +7,179 | New |
| Financial Management Professionals, Inc. | 7,022 | $655.6K | 0.06% | +22+0.3% | Added |
| Sagespring Wealth Partners, LLC | 7,008 | $649.7K | 0.01% | −191−2.7% | Reduced |
| Johnson Investment Counsel Inc | 7,002 | $649.2K | 0.00% | +1,807+34.8% | Added |
| Safeguard Investment Advisory Group, LLC | 6,914 | $641.0K | 0.15% | +6+0.1% | Added |
| Lazard Asset Management LLC | 6,894 | $639.1K | 0.00% | −30,132−81.4% | Reduced |
| Heritage Wealth Management, Inc. | 6,867 | $636.6K | 0.16% | +6,867 | New |
| IHT Wealth Management, LLC | 6,794 | $629.8K | 0.01% | +636+10.3% | Added |
| Waddell & Associates, LLC | 6,788 | $629.3K | 0.03% | +633+10.3% | Added |
| Syon Capital LLC | 6,786 | $629.2K | 0.03% | +584+9.4% | Added |
| Aaron Wealth Advisors | 6,771 | $627.7K | 0.03% | +569+9.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,732 | $624.1K | 0.19% | −179−2.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,731 | $624.0K | 0.14% | +2,131+46.3% | Added |
| Panagora Asset Management Inc | 6,728 | $623.8K | 0.00% | −18,424−73.3% | Reduced |
| LVM Capital Management Ltd | 6,677 | $619.0K | 0.05% | 00.0% | Unchanged |
| R Squared Ltd | 6,672 | $618.6K | 0.32% | +6,672 | New |
| Mechanics Bank Trust Department | 6,600 | $611.9K | 0.08% | +30+0.5% | Added |
| Sepio Capital, LP | 6,578 | $609.8K | 0.03% | +71+1.1% | Added |
| TSFG, LLC | 6,571 | $609.0K | 0.08% | +325+5.2% | Added |
| Checchi Capital Advisers, LLC | 6,449 | $597.9K | 0.04% | +96+1.5% | Added |
| Old Port Advisors | 6,436 | $596.7K | 0.12% | +1,156+21.9% | Added |
| Larson Financial Group LLC | 6,435 | $596.5K | 0.02% | −3,344−34.2% | Reduced |
| Havemeyer Place LP | 6,368 | $590.4K | 0.06% | −9,449−59.7% | Reduced |
| Elm Partners Management LLC | 6,344 | $588.1K | 0.02% | +5+0.1% | Added |
| Freestone Capital Holdings, LLC | 6,341 | $588.0K | 0.02% | +2,736+75.9% | Added |
| Harbour Investments, Inc. | 6,341 | $587.8K | 0.01% | −454−6.7% | Reduced |
| Demars Financial Group, LLC | 6,266 | $580.9K | 0.16% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,251 | $579.5K | 0.13% | +124+2.0% | Added |
| Cigna Investments Inc | 6,242 | $579.0K | 0.08% | 00.0% | Unchanged |
| Bedminster, LLC | 6,213 | $576.0K | 0.49% | −70−1.1% | Reduced |
| Blackstone Group Inc. | 6,200 | $574.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,194 | $574.2K | 0.02% | +717+13.1% | Added |
| Byrne Asset Management LLC | 6,185 | $573.4K | 0.31% | −920−12.9% | Reduced |
| Financial Perspectives, Inc | 6,162 | $571.3K | 0.14% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,134 | $568.7K | 0.01% | +3,081+100.9% | Added |
| Regions Financial Corp | 6,107 | $566.2K | 0.00% | −2,930−32.4% | Reduced |
| Ellevest, Inc. | 6,086 | $564.2K | 0.07% | −1,658−21.4% | Reduced |
| Stephens Inc | 6,039 | $559.9K | 0.01% | −17−0.3% | Reduced |
| Searle & Co. | 6,000 | $556.3K | 0.12% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 5,918 | $548.7K | 0.05% | +5,918 | New |
| Hazelview Securities Inc. | 5,856 | $545.0K | 0.08% | +5,856 | New |
| HCR Wealth Advisors | 5,873 | $544.5K | 0.05% | +13+0.2% | Added |
| Mendel Money Management | 5,841 | $541.5K | 0.20% | −3,235−35.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,840 | $541.4K | 0.09% | −1,780−23.4% | Reduced |
| BW Gestao de Investimentos Ltda. | 5,826 | $540.1K | 0.01% | +5,826 | New |
| Williams Jones Wealth Management, LLC. | 5,776 | $535.5K | 0.01% | +106+1.9% | Added |
| Ameritas Investment Partners, Inc. | 5,749 | $533.0K | 0.01% | −232−3.9% | Reduced |
| Bridgewater Advisors Inc. | 6,753 | $532.5K | 0.03% | +139+2.1% | Added |
| Glenview Trust Co | 5,697 | $528.2K | 0.01% | +250+4.6% | Added |
| Private Trust Co NA | 5,685 | $527.1K | 0.04% | +3,159+125.1% | Added |
| CCG Wealth Management, LLC | 5,639 | $526.4K | 0.12% | −48,503−89.6% | Reduced |
| KCM Investment Advisors LLC | 5,642 | $523.1K | 0.02% | −103−1.8% | Reduced |
| Quest Investment Management LLC | 5,623 | $521.4K | 0.06% | −1,120−16.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,608 | $519.9K | 0.05% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,600 | $519.2K | 0.31% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,595 | $518.7K | 0.07% | 00.0% | Unchanged |
| Greenline Partners, LLC | 5,588 | $518.1K | 0.05% | −194−3.4% | Reduced |
| Plancorp, LLC | 5,484 | $517.7K | 0.01% | +735+15.5% | Added |
| Rice Partnership, LLC | 5,529 | $512.6K | 0.06% | −122−2.2% | Reduced |
| Pallas Capital Advisors LLC | 5,454 | $505.7K | 0.02% | +422+8.4% | Added |
| PFG Advisors | 5,450 | $505.3K | 0.03% | −228−4.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 5,428 | $503.2K | 0.04% | +31+0.6% | Added |
| MJP Associates Inc | 5,414 | $501.9K | 0.05% | −307−5.4% | Reduced |
| Portfolio Design Labs, LLC | 5,389 | $499.6K | 0.08% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 5,364 | $497.3K | 0.02% | +5,364 | New |
| Neumann Capital Management, LLC | 5,347 | $495.7K | 0.33% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 5,326 | $493.8K | 0.22% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,307 | $492.0K | 0.09% | +149+2.9% | Added |
| Bokf, NA | 5,300 | $491.4K | 0.01% | −742−12.3% | Reduced |
| Great Valley Advisor Group, Inc. | 5,268 | $488.2K | 0.01% | +291+5.8% | Added |
| Advyzon Investment Management, LLC | 5,264 | $488.1K | 0.04% | +798+17.9% | Added |
| Leo H. Evart, Inc. | 5,231 | $484.9K | 0.38% | +10.0% | Added |
| Evergreen Wealth Solutions, LLC | 5,575 | $482.1K | 0.03% | +3,433+160.3% | Added |
| Evergreen Capital Management LLC | 5,151 | $479.6K | 0.01% | −1,434−21.8% | Reduced |
| ELCO Management Co., LLC | 5,168 | $479.1K | 0.21% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 5,137 | $476.3K | 0.03% | +134+2.7% | Added |