Fortis Inc.
FTS- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0001666175
No open-market purchases or sales by Fortis Inc. insiders were filed in the last 90 days; 358 institutions reported holding it in 13F filings for Q2 2026, worth $15.3B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Fortis Inc. as of Mar 31, 2023. 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
- 275
- −4 vs. Q4 2022
- Shares held
- 250.6M
- +4.98M (+2.0%) vs. Q4 2022
- Total value
- $10.8B
- +$811.0M (+8.1%) vs. Q4 2022
- New holders
- 31
- 103 more added
- Sold out
- 35
- 86 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FTS 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 | 358 | $15.3B |
| Q1 2026 | 347 | $14.3B |
| Q4 2025 | 314 | $13.5B |
| Q3 2025 | 311 | $12.9B |
| Q2 2025 | 298 | $12.2B |
| Q1 2025 | 294 | $11.7B |
| Q4 2024 | 296 | $10.5B |
| Q3 2024 | 290 | $11.8B |
| Q2 2024 | 275 | $10.1B |
| Q1 2024 | 279 | $10.2B |
| Q4 2023 | 273 | $10.7B |
| Q3 2023 | 268 | $9.66B |
| Q2 2023 | 267 | $11.0B |
| Q1 2023 | 275 | $10.8B |
| Q4 2022 | 280 | $9.95B |
| Q3 2022 | 271 | $9.52B |
| Q2 2022 | 286 | $11.6B |
| Q1 2022 | 272 | $11.8B |
| Q4 2021 | 271 | $11.6B |
| Q3 2021 | 254 | $10.3B |
| Q2 2021 | 275 | $10.1B |
| Q1 2021 | 267 | $9.87B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Fortis Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 0 | $18 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 43 | $29 | 0.00% | +43 | New |
| Huntington National Bank | 1 | $43 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $43 | 0.00% | +1 | New |
| Massmutual Trust Co FSB | 6 | $255 | 0.00% | +6 | New |
| True Wealth Design, LLC | 8 | $341 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $680 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 19 | $843 | 0.00% | −7−26.9% | Reduced |
| Penserra Capital Management LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $1.00K | 0.00% | +23+766.7% | Added |
| WealthPLAN Partners, LLC | 45 | $1.91K | 0.00% | +45 | New |
| Schubert & Co | 47 | $2.00K | 0.00% | +5+11.9% | Added |
| Tower Research Capital LLC (TRC) | 40 | $2.00K | 0.00% | −4,309−99.1% | Reduced |
| Copeland Capital Management, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 70 | $2.98K | 0.00% | −79−53.0% | Reduced |
| First Horizon Advisors, Inc. | 71 | $3.02K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 74 | $3.15K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $3.19K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 77 | $3.27K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 79 | $3.36K | 0.00% | +79 | New |
| Beacon Capital Management, LLC | 82 | $3.49K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 88 | $3.74K | 0.00% | +41+87.2% | Added |
| Bartlett & Co. Wealth Management LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $4.25K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 110 | $4.68K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 112 | $4.76K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 112 | $4.76K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 133 | $5.84K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 169 | $7.18K | 0.00% | +169 | New |
| EverSource Wealth Advisors, LLC | 172 | $7.32K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 175 | $7.44K | 0.00% | −52−22.9% | Reduced |
| Baker Avenue Asset Management, LP | 190 | $8.08K | 0.00% | −62−24.6% | Reduced |
| Column Capital Advisors, LLC | 194 | $8.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 216 | $9.19K | 0.00% | −138−39.0% | Reduced |
| Optiver Holding B.V. | 222 | $9.44K | 0.00% | +162+270.0% | Added |
| Concord Wealth Partners | 300 | $12.8K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $12.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 303 | $12.9K | 0.00% | +303 | New |
| Bessemer Group Inc | 321 | $14.0K | 0.00% | +321 | New |
| Harbour Investments, Inc. | 339 | $14.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 368 | $15.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 497 | $16.3K | 0.00% | −219−30.6% | Reduced |
| Glen Eagle Advisors, LLC | 399 | $17.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 332 | $19.0K | 0.01% | +82+32.8% | Added |
| Ridgewood Investments LLC | 465 | $19.8K | 0.01% | +465 | New |
| Achmea Investment Management B.V. | 473 | $20.0K | 0.00% | −18,176−97.5% | Reduced |
| Acadian Asset Management LLC | 500 | $21.0K | 0.00% | −142,600−99.7% | Reduced |
| TCTC Holdings, LLC | 500 | $21.3K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 573 | $24.4K | 0.01% | +4+0.7% | Added |
| Banque Cantonale Vaudoise | 600 | $25.0K | 0.00% | +600 | New |
| Versant Capital Management, Inc | 750 | $31.9K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 756 | $32.2K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 769 | $32.7K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 779 | $33.1K | 0.02% | +779 | New |
| Fifth Third Bancorp | 1,027 | $43.7K | 0.00% | +1,027 | New |
| GWM Advisors LLC | 1,369 | $58.2K | 0.00% | −715−34.3% | Reduced |
| Credit Agricole S A | 1,442 | $61.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,459 | $62.1K | 0.01% | +154+11.8% | Added |
| Macquarie Group Ltd | 1,518 | $64.5K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,613 | $68.6K | 0.01% | +1,613 | New |
| Cubist Systematic Strategies, LLC | 2,001 | $85.1K | 0.00% | −123,030−98.4% | Reduced |
| Tradition Wealth Management, LLC | 2,248 | $96.0K | 0.01% | +2,248 | New |
| Parallel Advisors, LLC | 2,315 | $98.5K | 0.00% | −11−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,500 | $106.3K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 2,905 | $123.5K | 0.01% | +2,905 | New |
| Steward Partners Investment Advisory, LLC | 3,153 | $134.1K | 0.00% | −100−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 3,477 | $147.9K | 0.00% | −644−15.6% | Reduced |
| Webster Bank, N. A. | 3,534 | $150.3K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,659 | $155.6K | 0.01% | −52−1.4% | Reduced |
| Pacer Advisors, Inc. | 3,710 | $157.8K | 0.00% | +117+3.3% | Added |
| Advisor Group Holdings, Inc. | 3,978 | $169.3K | 0.00% | +108+2.8% | Added |
| Gulf International Bank (UK) Ltd | 4,364 | $185.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,402 | $187.2K | 0.01% | +10.0% | Added |
| AXA S.A. | 4,466 | $189.9K | 0.00% | −445−9.1% | Reduced |
| Quadrant Capital Group LLC | 4,753 | $202.1K | 0.02% | −278−5.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,868 | $207.0K | 0.01% | +3,683+310.8% | Added |
| Cetera Investment Advisers | 4,888 | $207.9K | 0.00% | +4,888 | New |
| Squarepoint Ops LLC | 4,899 | $208.4K | 0.00% | +4,899 | New |
| JCIC Asset Management Inc. | 5,265 | $223.8K | 0.10% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,269 | $224.1K | 0.11% | −808−13.3% | Reduced |
| Captrust Financial Advisors | 5,638 | $239.8K | 0.00% | −5,000−47.0% | Reduced |
| DGS Capital Management, LLC | 5,700 | $242.4K | 0.13% | +5,700 | New |
| Blair William & Co | 6,019 | $256.0K | 0.00% | +8+0.1% | Added |
| Claret Asset Management Corp | 6,416 | $273.0K | 0.05% | −252−3.8% | Reduced |
| United Capital Financial Advisers, LLC | 6,495 | $276.2K | 0.00% | −88−1.3% | Reduced |
| Capital World Investors | 6,760 | $287.4K | 0.00% | +70+1.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,982 | $296.9K | 0.03% | −3,572−33.8% | Reduced |
| Silvercrest Asset Management Group LLC | 7,008 | $298.1K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,275 | $308.8K | 0.00% | −6,024−45.3% | Reduced |
| Virtus ETF Advisers LLC | 7,284 | $309.8K | 0.17% | −2,950−28.8% | Reduced |
| Bleakley Financial Group, LLC | 8,825 | $375.3K | 0.01% | +2,342+36.1% | Added |
| Sawtooth Solutions, LLC | 8,825 | $375.3K | 0.01% | +2,437+38.1% | Added |
| Fairfield, Bush & Co. | 9,024 | $383.8K | 0.14% | +9,024 | New |
| Cigna Investments Inc | 9,066 | $385.0K | 0.08% | −395−4.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,407 | $400.1K | 0.12% | +3,612+62.3% | Added |
| Pacifica Partners Inc. | 9,593 | $422.1K | 0.25% | +620+6.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 9,958 | $423.5K | 0.27% | +361+3.8% | Added |
| Versor Investments LP | 10,194 | $433.3K | 0.06% | −1,206−10.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,298 | $438.0K | 0.00% | +301+3.0% | Added |