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Who Owns Sempra

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Sempra.

Who crossed 5% of SRE →
Managers holding
41
as of 2026-09-30
Reported value
$28.5M
summed across filings
Shares held
365.3K
Added vs trimmed
15 / 12
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Oak Grove Capital LLCCOM102K shadded$8M
Werlinich Asset Management, LLCCOM45.8K shtrimmed$3.6M
Farther Finance Advisors, LLCStock34.4K shadded$2.7M
GAMMA Investing LLCCommon Stock20.5K shtrimmed$1.6M
MOODY NATIONAL BANK TRUST DIVISIONCOM19.4K shadded$1.5M
Sound Income Strategies, LLCCOM14.5K shheld$1.2M
Cooper Financial GroupCOM13.8K shadded$1.1M
DLK Investment Management, LLCCOM13K shtrimmed$1M
Gradient Investments LLCCOM9K shtrimmed$704.3K
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM9K shtrimmed$703.4K
Wealth Enhancement Trust Services, Inc.COM8.7K shtrimmed$675.8K
Grove Bank & TrustCOM8.4K shadded$652.9K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM7.9K shadded$619.1K
Byrne Asset Management LLCCOM6.6K shadded$514.1K
Rosenberg Matthew HamiltonStock5.6K shadded$435.6K
Apella Capital, LLCCOM5.2K shadded$414.1K
Wedmont Private CapitalCOM4.8K shadded$381.1K
Valeo Financial Advisors, LLCStock3.6K shadded$282.9K
DAVIDSON TRUST COEquities3.4K shadded$264.4K
RIVERSEDGE ADVISORS, LLCCOM3.4K sh—$263.1K
ROCKLAND TRUST COCOM3.3K shtrimmed$258.1K
ATWOOD & PALMER INCCOM3.3K shheld$257.3K
Venture Visionary Partners LLCCOM2.9K sh—$225.4K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2.8K shtrimmed$218.4K
Avidian Wealth Enterprises, LLCCOM2.8K shadded$216.8K
Acropolis Investment Management, LLCCOM1.9K shheld$148.4K
TOMPKINS FINANCIAL CORPCOM1.7K shheld$128.6K
Pacifica Partners Inc.COM1.6K shheld$124.7K
General Partner, Inc.CL1.5K shheld$113K
CoreCap Advisors, LLCStock1.3K shadded$99K
VALLEY WEALTH MANAGERS, INC.Stock1.1K shheld$84.5K
TOTH FINANCIAL ADVISORY CORPCOM776 shadded$60.5K
Horrell Capital Management, Inc.COM600 shheld$46.8K
Bank of New HampshireCOM400 shheld$31.2K
Bangor Savings BankCOM298 shheld$23.2K
Marquette Asset Management, LLCCOM79 shtrimmed$6.2K
Trust CoStock67 shtrimmed$5.2K
ELEVATION WEALTH PARTNERS, LLCCOM43 shtrimmed$3.4K
Davis Capital ManagementStock21 shtrimmed$1.6K
Retirement Wealth Solutions LLCCOM8 sh—$624
GILPIN WEALTH MANAGEMENT, LLCCOM2 sh—$156

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on SRE

Company overviewEverything on SRE in one place, with the price.SEC filingsWhat SRE's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat SRE's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold SRE, and how big a bet.LobbyingWhat SRE spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on SRE's account, and who they worked for.

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