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 |
|---|---|---|---|---|---|
| JCIC Asset Management Inc. | 5,315 | $218.8K | 0.10% | +155+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,228 | $215.0K | 0.00% | +449+9.4% | Added |
| Virtus ETF Advisers LLC | 5,035 | $207.1K | 0.13% | +375+8.0% | Added |
| Pacer Advisors, Inc. | 4,590 | $188.8K | 0.00% | +150+3.4% | Added |
| Quadrant Capital Group LLC | 4,586 | $188.6K | 0.02% | +786+20.7% | Added |
| Advisor Group Holdings, Inc. | 4,545 | $187.2K | 0.00% | −1,896−29.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,527 | $186.2K | 0.00% | +1,023+29.2% | Added |
| UniSuper Management Pty Ltd | 3,400 | $185.3K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,281 | $176.1K | 0.00% | −4,460−51.0% | Reduced |
| Icon Wealth Advisors, LLC | 3,309 | $136.1K | 0.01% | +3,309 | New |
| Gulf International Bank (UK) Ltd | 3,064 | $126.0K | 0.00% | −550−15.2% | Reduced |
| Advisory Services Network, LLC | 2,901 | $119.3K | 0.00% | +2,901 | New |
| NBC Securities, Inc. | 2,779 | $114.0K | 0.01% | +239+9.4% | Added |
| Lindbrook Capital, LLC | 2,598 | $106.9K | 0.01% | +1,368+111.2% | Added |
| Parallel Advisors, LLC | 1,978 | $81.4K | 0.00% | −548−21.7% | Reduced |
| Tradition Wealth Management, LLC | 1,936 | $80.0K | 0.01% | −18−0.9% | Reduced |
| Macquarie Group Ltd | 1,518 | $62.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,494 | $61.4K | 0.00% | −157,403−99.1% | Reduced |
| Credit Agricole S A | 1,442 | $59.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,354 | $55.7K | 0.00% | +1+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,320 | $54.3K | 0.00% | −1,732−56.7% | Reduced |
| Laurel Wealth Advisors LLC | 1,169 | $48.1K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,075 | $44.2K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,000 | $41.1K | 0.00% | −86,000−98.9% | Reduced |
| Clarity Asset Management, Inc. | 959 | $39.4K | 0.03% | +959 | New |
| Carmichael Hill & Associates, Inc. | 779 | $32.0K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 769 | $31.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 750 | $30.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 741 | $30.5K | 0.00% | −170−18.7% | Reduced |
| Bessemer Group Inc | 646 | $26.0K | 0.00% | +325+101.2% | Added |
| Hexagon Capital Partners LLC | 452 | $18.6K | 0.00% | +293+184.3% | Added |
| Grayhawk Investment Strategies Inc. | 332 | $18.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 399 | $16.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 368 | $15.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $13.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 333 | $13.6K | 0.00% | +4+1.2% | Added |
| Concord Wealth Partners | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $12.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 298 | $12.3K | 0.00% | +126+73.3% | Added |
| Allworth Financial LP | 292 | $12.0K | 0.00% | +25+9.4% | Added |
| Pathway Financial Advisers, LLC | 291 | $12.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 272 | $11.2K | 0.01% | +272 | New |
| First Horizon Advisors, Inc. | 188 | $7.73K | 0.00% | +92+95.8% | Added |
| Tennessee Valley Asset Management Partners | 169 | $6.95K | 0.00% | +169 | New |
| Farther Finance Advisors, LLC | 163 | $6.70K | 0.00% | +163 | New |
| CWM, LLC | 151 | $6.00K | 0.00% | +51+51.0% | Added |
| WealthCollab, LLC | 138 | $5.68K | 0.00% | +138 | New |
| Brown Brothers Harriman & Co | 133 | $5.47K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 124 | $5.10K | 0.00% | +124 | New |
| Proequities, Inc. | 112 | $4.61K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 112 | $4.61K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 110 | $4.53K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $4.11K | 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 |
| Nemes Rush Group LLC | 97 | $3.99K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 94 | $3.86K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 91 | $3.74K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 77 | $3.17K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 82 | $3.12K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $3.08K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 57 | $2.34K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 53 | $2.18K | 0.00% | +53 | New |
| Principal Securities, Inc. | 47 | $1.93K | 0.00% | +47 | New |
| Salomon & Ludwin, LLC | 42 | $1.60K | 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $658 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $412 | 0.00% | +2+25.0% | Added |
| Huntington National Bank | 1 | $41 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 0 | $18 | 0.00% | 0 | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −447,427−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −249,850−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −156,374−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −92,816−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −87,156−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −42,926−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,454−100.0% | Sold out |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −13,187−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −13,132−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −9,605−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,650−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Community Financial Services Group, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |