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 2024
Institutional positions in Fortis Inc. as of Mar 31, 2024. 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
- 279
- +8 vs. Q4 2023
- Shares held
- 255.8M
- −2.91M (−1.1%) vs. Q4 2023
- Total value
- $10.2B
- −$529.8M (−4.9%) vs. Q4 2023
- New holders
- 32
- 100 more added
- Sold out
- 24
- 98 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Fortis Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $40 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $632 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $672 | 0.00% | +7+70.0% | Added |
| Cornerstone Planning Group LLC | 24 | $958 | 0.00% | +24 | New |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $1.03K | 0.00% | +25 | New |
| Private Ocean, LLC | 27 | $1.07K | 0.00% | +27 | New |
| Group One Trading, L.P. | 34 | $1.34K | 0.00% | +34 | New |
| Salomon & Ludwin, LLC | 42 | $1.66K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 47 | $1.85K | 0.00% | +47 | New |
| Financial Management Professionals, Inc. | 57 | $2.00K | 0.00% | −39−40.6% | Reduced |
| ICA Group Wealth Management, LLC | 53 | $2.09K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 57 | $2.25K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 61 | $2.41K | 0.00% | +14+29.8% | Added |
| Private Trust Co NA | 75 | $2.96K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 77 | $3.04K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 82 | $3.24K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 91 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 94 | $3.71K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 97 | $3.83K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $3.95K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 110 | $4.35K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 111 | $4.39K | 0.00% | −288−72.2% | Reduced |
| Norwood Financial Corp | 112 | $4.42K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 112 | $4.42K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 124 | $4.90K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 133 | $5.25K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 138 | $5.45K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 150 | $5.91K | 0.00% | −13−8.0% | Reduced |
| CoreCap Advisors, LLC | 158 | $6.25K | 0.00% | +158 | New |
| First Horizon Advisors, Inc. | 188 | $7.43K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 197 | $7.78K | 0.00% | +197 | New |
| FinTrust Capital Advisors, LLC | 225 | $8.89K | 0.00% | +225 | New |
| MUFG Securities (Canada), Ltd. | 255 | $10.1K | 0.00% | +255 | New |
| Allworth Financial LP | 267 | $10.6K | 0.00% | −25−8.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 272 | $10.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $11.9K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $11.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 336 | $13.3K | 0.00% | +3+0.9% | Added |
| Harbour Investments, Inc. | 339 | $13.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 368 | $14.5K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 459 | $18.1K | 0.01% | +459 | New |
| Hexagon Capital Partners LLC | 469 | $18.5K | 0.00% | +17+3.8% | Added |
| EverSource Wealth Advisors, LLC | 666 | $26.2K | 0.00% | +368+123.5% | Added |
| Versant Capital Management, Inc | 750 | $29.6K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 769 | $30.4K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 779 | $30.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 900 | $35.4K | 0.00% | +900 | New |
| Clarity Asset Management, Inc. | 955 | $37.7K | 0.03% | −4−0.4% | Reduced |
| Bessemer Group Inc | 992 | $40.0K | 0.00% | +346+53.6% | Added |
| Grayhawk Investment Strategies Inc. | 755 | $40.4K | 0.04% | +423+127.4% | Added |
| Rational Advisors LLC | 1,075 | $42.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,139 | $45.0K | 0.00% | +398+53.7% | Added |
| Laurel Wealth Advisors LLC | 1,169 | $46.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,235 | $48.8K | 0.00% | −85−6.4% | Reduced |
| GWM Advisors LLC | 1,353 | $53.5K | 0.00% | −1−0.1% | Reduced |
| Lindbrook Capital, LLC | 1,412 | $55.8K | 0.01% | −1,186−45.7% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,513 | $59.8K | 0.00% | +1,513 | New |
| Macquarie Group Ltd | 1,518 | $60.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,573 | $62.1K | 0.00% | −2,972−65.4% | Reduced |
| Credit Agricole S A | 1,781 | $67.8K | 0.00% | +339+23.5% | Added |
| Headlands Technologies LLC | 1,743 | $68.9K | 0.02% | +1,743 | New |
| Creative Financial Designs Inc | 1,793 | $70.9K | 0.01% | +1,793 | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,850 | $72.9K | 0.00% | −16,349−89.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,892 | $74.8K | 0.00% | −9,658−83.6% | Reduced |
| Parallel Advisors, LLC | 2,891 | $114.2K | 0.00% | +913+46.2% | Added |
| NBC Securities, Inc. | 2,672 | $115.0K | 0.01% | −107−3.9% | Reduced |
| Icon Wealth Advisors, LLC | 3,309 | $130.7K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 3,340 | $132.0K | 0.00% | +276+9.0% | Added |
| The PNC Financial Services Group, Inc. | 4,214 | $166.5K | 0.00% | −313−6.9% | Reduced |
| Pacer Advisors, Inc. | 4,426 | $174.9K | 0.00% | −164−3.6% | Reduced |
| Quadrant Capital Group LLC | 4,592 | $181.4K | 0.01% | +6+0.1% | Added |
| Wolverine Trading, LLC | 5,087 | $201.0K | 0.00% | +5,087 | New |
| Centiva Capital, LP | 5,177 | $204.5K | 0.01% | −4,994−49.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,192 | $205.1K | 0.00% | +5,192 | New |
| JCIC Asset Management Inc. | 5,350 | $211.5K | 0.09% | +35+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 5,396 | $213.2K | 0.02% | +5,396 | New |
| Sciencast Management LP | 5,410 | $213.7K | 0.13% | +5,410 | New |
| Evergreen Capital Management LLC | 5,553 | $219.4K | 0.01% | −2,071−27.2% | Reduced |
| Captrust Financial Advisors | 5,756 | $227.4K | 0.00% | +118+2.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,883 | $232.0K | 0.00% | +655+12.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,956 | $232.9K | 0.02% | +5,956 | New |
| Blair William & Co | 5,981 | $236.3K | 0.00% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 6,100 | $241.0K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,182 | $244.3K | 0.00% | −601−8.9% | Reduced |
| Claret Asset Management Corp | 6,366 | $252.0K | 0.04% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 6,642 | $262.4K | 0.09% | −702−9.6% | Reduced |
| Voya Investment Management LLC | 7,292 | $288.4K | 0.00% | +7,292 | New |
| XTX Topco Ltd | 7,540 | $297.9K | 0.04% | −9,165−54.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,845 | $310.0K | 0.00% | −22,122−73.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,350 | $329.9K | 0.08% | +2,650+46.5% | Added |
| Prospera Financial Services Inc | 8,563 | $338.3K | 0.01% | +1,682+24.4% | Added |
| Allianz Asset Management GmbH | 8,618 | $340.8K | 0.00% | +1,235+16.7% | Added |
| Guggenheim Capital LLC | 8,673 | $342.7K | 0.00% | −1,259−12.7% | Reduced |
| Cigna Investments Inc | 9,048 | $358.0K | 0.07% | −158−1.7% | Reduced |
| UniSuper Management Pty Ltd | 6,900 | $369.3K | 0.00% | +3,500+102.9% | Added |
| DGS Capital Management, LLC | 9,576 | $378.3K | 0.11% | +831+9.5% | Added |
| Capital World Investors | 9,801 | $387.3K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 9,853 | $387.5K | 0.17% | −355−3.5% | Reduced |