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, Q3 2023
Institutional positions in Fortis Inc. as of Sep 30, 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
- 268
- +2 vs. Q2 2023
- Shares held
- 249.6M
- −1.91M (−0.8%) vs. Q2 2023
- Total value
- $9.66B
- −$1.30B (−11.8%) vs. Q2 2023
- New holders
- 17
- 101 more added
- Sold out
- 15
- 92 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Fortis Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 0 | $16 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 1 | $27 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $38 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $304 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $607 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | +13+50.0% | Added |
| Salomon & Ludwin, LLC | 42 | $1.60K | 0.00% | +42 | New |
| Copeland Capital Management, LLC | 57 | $2.17K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $2.85K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 77 | $2.92K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $3.00K | 0.00% | +85 | New |
| Exchange Traded Concepts, LLC | 91 | $3.46K | 0.00% | −50−35.5% | Reduced |
| Mascoma Wealth Management LLC | 91 | $3.46K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 82 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 94 | $3.57K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 96 | $3.65K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 97 | $3.69K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $3.80K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 74 | $3.82K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 108 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 100 | $4.00K | 0.00% | +1+1.0% | Added |
| Bartlett & Co. LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 110 | $4.18K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 112 | $4.25K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 112 | $4.25K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 133 | $5.05K | 0.00% | +133 | New |
| Hexagon Capital Partners LLC | 159 | $6.04K | 0.00% | −28−15.0% | Reduced |
| EverSource Wealth Advisors, LLC | 172 | $6.53K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 190 | $7.22K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 194 | $7.37K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 213 | $8.09K | 0.00% | −2,663−92.6% | Reduced |
| Allworth Financial LP | 267 | $10.1K | 0.00% | +49+22.5% | Added |
| Pathway Financial Advisers, LLC | 291 | $11.1K | 0.00% | +291 | New |
| Concord Wealth Partners | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $11.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 321 | $12.0K | 0.00% | −235−42.3% | Reduced |
| Global Retirement Partners, LLC | 329 | $12.5K | 0.00% | +310+1,631.6% | Added |
| Harbour Investments, Inc. | 339 | $12.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 368 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 399 | $15.2K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 332 | $17.1K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 750 | $28.5K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 756 | $28.7K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 769 | $29.2K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 779 | $29.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 911 | $34.6K | 0.00% | +23+2.6% | Added |
| Rational Advisors LLC | 1,075 | $40.8K | 0.00% | +1,075 | New |
| Laurel Wealth Advisors LLC | 1,169 | $44.4K | 0.01% | −444−27.5% | Reduced |
| Lindbrook Capital, LLC | 1,230 | $46.7K | 0.01% | −108−8.1% | Reduced |
| GWM Advisors LLC | 1,353 | $51.4K | 0.00% | −394−22.6% | Reduced |
| Credit Agricole S A | 1,442 | $54.8K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,518 | $57.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,954 | $74.0K | 0.01% | −44−2.2% | Reduced |
| Parallel Advisors, LLC | 2,526 | $96.0K | 0.00% | +6+0.2% | Added |
| NBC Securities, Inc. | 2,540 | $96.0K | 0.01% | +2,540 | New |
| Steward Partners Investment Advisory, LLC | 3,052 | $116.0K | 0.00% | −210−6.4% | Reduced |
| Icon Wealth Partners, LLC | 3,333 | $126.6K | 0.01% | +3+0.1% | Added |
| TD Private Client Wealth LLC | 3,403 | $129.3K | 0.01% | −172−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,504 | $133.1K | 0.00% | −73−2.0% | Reduced |
| Gulf International Bank (UK) Ltd | 3,614 | $137.0K | 0.00% | −750−17.2% | Reduced |
| Quadrant Capital Group LLC | 3,800 | $144.4K | 0.01% | −1,109−22.6% | Reduced |
| Pacer Advisors, Inc. | 4,440 | $168.7K | 0.00% | +56+1.3% | Added |
| UniSuper Management Pty Ltd | 3,400 | $175.4K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,660 | $177.0K | 0.11% | −797−14.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,779 | $182.0K | 0.01% | −293−5.8% | Reduced |
| JCIC Asset Management Inc. | 5,160 | $196.1K | 0.10% | −105−2.0% | Reduced |
| Captrust Financial Advisors | 5,638 | $214.2K | 0.00% | −238−4.1% | Reduced |
| Cetera Investment Advisers | 5,663 | $215.1K | 0.00% | +27+0.5% | Added |
| Blair William & Co | 5,959 | $226.4K | 0.00% | 00.0% | Unchanged |
| Claret Asset Management Corp | 6,416 | $244.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,441 | $244.8K | 0.00% | +1,725+36.6% | Added |
| Versor Investments LP | 6,535 | $248.3K | 0.05% | +700+12.0% | Added |
| Capital World Investors | 6,760 | $256.8K | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,783 | $257.7K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,967 | $264.7K | 0.01% | +151+2.2% | Added |
| Beverly Hills Private Wealth, LLC | 7,232 | $274.8K | 0.08% | −16,990−70.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 7,249 | $275.4K | 0.12% | +55+0.8% | Added |
| Squarepoint Ops LLC | 7,650 | $290.6K | 0.00% | +7,650 | New |
| DGS Capital Management, LLC | 8,221 | $312.3K | 0.15% | +1,754+27.1% | Added |
| Ameriprise Financial Inc | 7,263 | $329.3K | 0.00% | −2,790−27.8% | Reduced |
| Advisors Asset Management, Inc. | 8,741 | $332.1K | 0.01% | −587−6.3% | Reduced |
| Barclays PLC | 8,931 | $339.3K | 0.00% | −1,165−11.5% | Reduced |
| Sawtooth Solutions, LLC | 9,264 | $351.9K | 0.01% | +468+5.3% | Added |
| Bleakley Financial Group, LLC | 9,264 | $351.9K | 0.01% | +468+5.3% | Added |
| Cigna Investments Inc | 9,206 | $352.0K | 0.08% | +140+1.5% | Added |
| Pearl River Capital, LLC | 9,605 | $364.8K | 0.06% | +9,605 | New |
| Commonwealth Equity Services, LLC | 9,693 | $368.0K | 0.00% | −567−5.5% | Reduced |
| Pacifica Partners Inc. | 9,758 | $378.0K | 0.21% | +390+4.2% | Added |
| Cardinal Capital Management, Inc. | 10,440 | $396.6K | 0.02% | −225−2.1% | Reduced |
| Cetera Advisor Networks LLC | 10,991 | $417.5K | 0.00% | −362−3.2% | Reduced |
| Guggenheim Capital LLC | 11,055 | $420.0K | 0.00% | −11,054−50.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,144 | $423.4K | 0.00% | −1,049−8.6% | Reduced |
| Advisor Partners II, LLC | 11,367 | $431.8K | 0.02% | +3,087+37.3% | Added |
| Mercer Global Advisors Inc | 12,186 | $463.0K | 0.00% | −1,222−9.1% | Reduced |
| Assenagon Asset Management S.A. | 13,005 | $496.3K | 0.00% | −1,929−12.9% | Reduced |
| Natixis | 13,132 | $499.7K | 0.00% | −15,718−54.5% | Reduced |
| Energy Income Partners, LLC | 13,187 | $501.0K | 0.01% | +13,187 | New |