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, Q4 2023
Institutional positions in Fortis Inc. as of Dec 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
- 273
- +9 vs. Q3 2023
- Shares held
- 258.7M
- +9.18M (+3.7%) vs. Q3 2023
- Total value
- $10.7B
- +$1.07B (+11.1%) vs. Q3 2023
- New holders
- 29
- 103 more added
- Sold out
- 20
- 92 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Fortis Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 0 | $18 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $41 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $412 | 0.00% | +2+25.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $658 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Salomon & Ludwin, LLC | 42 | $1.60K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 47 | $1.93K | 0.00% | +47 | New |
| ICA Group Wealth Management, LLC | 53 | $2.18K | 0.00% | +53 | New |
| Copeland Capital Management, LLC | 57 | $2.34K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $3.08K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 82 | $3.12K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 77 | $3.17K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 91 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 94 | $3.86K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 97 | $3.99K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 96 | $4.00K | 0.00% | +11+12.9% | Added |
| AdvisorNet Financial, Inc | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 110 | $4.53K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 112 | $4.61K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 112 | $4.61K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 124 | $5.10K | 0.00% | +124 | New |
| Brown Brothers Harriman & Co | 133 | $5.47K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 138 | $5.68K | 0.00% | +138 | New |
| CWM, LLC | 151 | $6.00K | 0.00% | +51+51.0% | Added |
| Farther Finance Advisors, LLC | 163 | $6.70K | 0.00% | +163 | New |
| Tennessee Valley Asset Management Partners | 169 | $6.95K | 0.00% | +169 | New |
| First Horizon Advisors, Inc. | 188 | $7.73K | 0.00% | +92+95.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 272 | $11.2K | 0.01% | +272 | New |
| Pathway Financial Advisers, LLC | 291 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 292 | $12.0K | 0.00% | +25+9.4% | Added |
| EverSource Wealth Advisors, LLC | 298 | $12.3K | 0.00% | +126+73.3% | Added |
| Concord Wealth Partners | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $12.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 333 | $13.6K | 0.00% | +4+1.2% | Added |
| Harbour Investments, Inc. | 339 | $13.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 368 | $15.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 399 | $16.4K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 332 | $18.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 452 | $18.6K | 0.00% | +293+184.3% | Added |
| Bessemer Group Inc | 646 | $26.0K | 0.00% | +325+101.2% | Added |
| IFP Advisors, Inc | 741 | $30.5K | 0.00% | −170−18.7% | Reduced |
| Versant Capital Management, Inc | 750 | $30.8K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 769 | $31.6K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 779 | $32.0K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 959 | $39.4K | 0.03% | +959 | New |
| Intact Investment Management Inc. | 1,000 | $41.1K | 0.00% | −86,000−98.9% | Reduced |
| Rational Advisors LLC | 1,075 | $44.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,169 | $48.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,320 | $54.3K | 0.00% | −1,732−56.7% | Reduced |
| GWM Advisors LLC | 1,354 | $55.7K | 0.00% | +1+0.1% | Added |
| Credit Agricole S A | 1,442 | $59.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,494 | $61.4K | 0.00% | −157,403−99.1% | Reduced |
| Macquarie Group Ltd | 1,518 | $62.7K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,936 | $80.0K | 0.01% | −18−0.9% | Reduced |
| Parallel Advisors, LLC | 1,978 | $81.4K | 0.00% | −548−21.7% | Reduced |
| Lindbrook Capital, LLC | 2,598 | $106.9K | 0.01% | +1,368+111.2% | Added |
| NBC Securities, Inc. | 2,779 | $114.0K | 0.01% | +239+9.4% | Added |
| Advisory Services Network, LLC | 2,901 | $119.3K | 0.00% | +2,901 | New |
| Gulf International Bank (UK) Ltd | 3,064 | $126.0K | 0.00% | −550−15.2% | Reduced |
| Icon Wealth Advisors, LLC | 3,309 | $136.1K | 0.01% | +3,309 | New |
| Advisors Asset Management, Inc. | 4,281 | $176.1K | 0.00% | −4,460−51.0% | Reduced |
| UniSuper Management Pty Ltd | 3,400 | $185.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,527 | $186.2K | 0.00% | +1,023+29.2% | Added |
| Advisor Group Holdings, Inc. | 4,545 | $187.2K | 0.00% | −1,896−29.4% | Reduced |
| Quadrant Capital Group LLC | 4,586 | $188.6K | 0.02% | +786+20.7% | Added |
| Pacer Advisors, Inc. | 4,590 | $188.8K | 0.00% | +150+3.4% | Added |
| Virtus ETF Advisers LLC | 5,035 | $207.1K | 0.13% | +375+8.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,228 | $215.0K | 0.00% | +449+9.4% | Added |
| JCIC Asset Management Inc. | 5,315 | $218.8K | 0.10% | +155+3.0% | Added |
| Veriti Management LLC | 5,340 | $219.6K | 0.02% | +5,340 | New |
| Swiss Life Asset Management Ltd | 5,509 | $228.1K | 0.00% | −14,984−73.1% | Reduced |
| Captrust Financial Advisors | 5,638 | $231.9K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,700 | $234.4K | 0.06% | −1,532−21.2% | Reduced |
| Cetera Investment Advisers | 5,974 | $245.7K | 0.00% | +311+5.5% | Added |
| Blair William & Co | 5,981 | $246.0K | 0.00% | +22+0.4% | Added |
| John G Ullman & Associates Inc | 6,100 | $250.9K | 0.04% | −17,300−73.9% | Reduced |
| Cerity Partners LLC | 6,167 | $253.7K | 0.00% | +6,167 | New |
| Y-Intercept (Hong Kong) Ltd | 6,314 | $259.7K | 0.02% | +6,314 | New |
| Claret Asset Management Corp | 6,366 | $262.0K | 0.05% | −50−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 6,700 | $275.6K | 0.00% | −102,103−93.8% | Reduced |
| Silvercrest Asset Management Group LLC | 6,783 | $279.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,881 | $283.0K | 0.01% | +6,881 | New |
| Argonautica Private Wealth Management, Inc | 7,344 | $302.1K | 0.12% | +95+1.3% | Added |
| British Columbia Investment Management Corp | 7,364 | $303.0K | 0.00% | −151,081−95.4% | Reduced |
| Allianz Asset Management GmbH | 7,383 | $305.2K | 0.00% | +7,383 | New |
| Evergreen Capital Management LLC | 7,624 | $313.6K | 0.01% | +657+9.4% | Added |
| Sawtooth Solutions, LLC | 7,698 | $316.6K | 0.01% | −1,566−16.9% | Reduced |
| Bleakley Financial Group, LLC | 7,698 | $316.6K | 0.01% | −1,566−16.9% | Reduced |
| Ameriprise Financial Inc | 6,899 | $336.3K | 0.00% | −364−5.0% | Reduced |
| DGS Capital Management, LLC | 8,745 | $359.7K | 0.14% | +524+6.4% | Added |
| Cardinal Capital Management, Inc. | 9,190 | $378.0K | 0.02% | −1,250−12.0% | Reduced |
| Cigna Investments Inc | 9,206 | $380.0K | 0.08% | 00.0% | Unchanged |
| Capital World Investors | 9,801 | $403.2K | 0.00% | +3,041+45.0% | Added |
| Guggenheim Capital LLC | 9,932 | $408.5K | 0.00% | −1,123−10.2% | Reduced |
| Pacifica Partners Inc. | 10,208 | $412.6K | 0.20% | +450+4.6% | Added |
| Centiva Capital, LP | 10,171 | $418.3K | 0.03% | +10,171 | New |