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, Q2 2024
Institutional positions in Fortis Inc. as of Jun 30, 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
- 275
- 0 vs. Q1 2024
- Shares held
- 258.1M
- +3.41M (+1.3%) vs. Q1 2024
- Total value
- $10.1B
- −$69.2M (−0.7%) vs. Q1 2024
- New holders
- 33
- 118 more added
- Sold out
- 33
- 88 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Fortis Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | +9 | New |
| Huntington National Bank | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $514 | 0.00% | +13 | New |
| Larson Financial Group LLC | 17 | $660 | 0.00% | +17 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $776 | 0.00% | +4+25.0% | Added |
| True Wealth Design, LLC | 21 | $816 | 0.00% | +4+23.5% | Added |
| Mather Group, LLC. | 25 | $988 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 33 | $1.28K | 0.00% | −105−76.1% | Reduced |
| Cornerstone Planning Group LLC | 31 | $1.30K | 0.00% | +7+29.2% | Added |
| Group One Trading, L.P. | 34 | $1.32K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 51 | $1.98K | 0.00% | +51 | New |
| Penserra Capital Management LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 53 | $2.06K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 60 | $2.33K | 0.00% | +60 | New |
| Principal Securities, Inc. | 61 | $2.37K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $2.91K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 77 | $2.99K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 82 | $3.19K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 91 | $3.53K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 92 | $3.57K | 0.00% | +91+9,100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 94 | $3.65K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 97 | $3.77K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 97 | $3.77K | 0.00% | +97 | New |
| AdvisorNet Financial, Inc | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 112 | $4.35K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 120 | $4.68K | 0.00% | +73+155.3% | Added |
| Transcendent Capital Group LLC | 124 | $4.82K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 138 | $5.00K | 0.00% | +81+142.1% | Added |
| Strengthening Families & Communities, LLC | 191 | $7.00K | 0.00% | +191 | New |
| First Horizon Advisors, Inc. | 204 | $7.92K | 0.00% | +16+8.5% | Added |
| FinTrust Capital Advisors, LLC | 225 | $8.74K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 272 | $10.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 283 | $10.9K | 0.00% | +133+88.7% | Added |
| Concord Wealth Partners | 300 | $11.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 339 | $13.0K | 0.00% | +339 | New |
| Harbour Investments, Inc. | 339 | $13.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 340 | $13.2K | 0.00% | +4+1.2% | Added |
| Allworth Financial LP | 352 | $14.3K | 0.00% | +85+31.8% | Added |
| HM Payson & Co | 368 | $14.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 415 | $16.1K | 0.00% | −54−11.5% | Reduced |
| Grayhawk Investment Strategies Inc. | 332 | $17.7K | 0.08% | −423−56.0% | Reduced |
| Gen-Wealth Partners Inc | 459 | $17.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 667 | $25.0K | 0.00% | −325−32.8% | Reduced |
| Versant Capital Management, Inc | 750 | $29.1K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 769 | $29.9K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 779 | $30.3K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 815 | $31.6K | 0.02% | +815 | New |
| EverSource Wealth Advisors, LLC | 782 | $32.7K | 0.00% | +116+17.4% | Added |
| Steward Partners Investment Advisory, LLC | 846 | $32.9K | 0.00% | −389−31.5% | Reduced |
| CIBC Private Wealth Group, LLC | 924 | $36.2K | 0.00% | +24+2.7% | Added |
| Rational Advisors LLC | 1,012 | $39.3K | 0.00% | −63−5.9% | Reduced |
| Clarity Asset Management, Inc. | 1,030 | $40.0K | 0.03% | +75+7.9% | Added |
| Laurel Wealth Advisors LLC | 1,169 | $45.4K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,207 | $46.9K | 0.03% | +1,207 | New |
| GWM Advisors LLC | 1,354 | $52.6K | 0.00% | +1+0.1% | Added |
| Compagnie Lombard Odier SCmA | 1,488 | $57.8K | 0.00% | +1,488 | New |
| Advisor Group Holdings, Inc. | 1,514 | $58.8K | 0.00% | −59−3.8% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,518 | $59.0K | 0.00% | +5+0.3% | Added |
| Macquarie Group Ltd | 1,518 | $59.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,600 | $62.1K | 0.02% | +1,600 | New |
| Tower Research Capital LLC (TRC) | 1,624 | $63.1K | 0.00% | −268−14.2% | Reduced |
| Natixis | 1,731 | $67.2K | 0.00% | +1,731 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,750 | $68.0K | 0.00% | −100−5.4% | Reduced |
| NBC Securities, Inc. | 1,954 | $75.0K | 0.01% | −718−26.9% | Reduced |
| 1620 Investment Advisors, Inc. | 2,070 | $80.4K | 0.06% | +2,070 | New |
| Parallel Advisors, LLC | 2,251 | $87.4K | 0.00% | −640−22.1% | Reduced |
| Gulf International Bank (UK) Ltd | 3,340 | $129.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,376 | $131.1K | 0.00% | −838−19.9% | Reduced |
| Lindbrook Capital, LLC | 3,546 | $137.7K | 0.01% | +2,134+151.1% | Added |
| Quadrant Capital Group LLC | 3,767 | $146.3K | 0.01% | −825−18.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,089 | $158.8K | 0.00% | −1,103−21.2% | Reduced |
| Pacer Advisors, Inc. | 4,221 | $163.9K | 0.00% | −205−4.6% | Reduced |
| IFP Advisors, Inc | 4,416 | $171.5K | 0.01% | +3,277+287.7% | Added |
| JCIC Asset Management Inc. | 4,820 | $187.4K | 0.08% | −530−9.9% | Reduced |
| SIG North Trading, ULC | 5,194 | $201.7K | 0.05% | +5,194 | New |
| John G Ullman & Associates Inc | 5,200 | $202.0K | 0.03% | −900−14.8% | Reduced |
| Creative Financial Designs Inc | 5,342 | $207.5K | 0.02% | +3,549+197.9% | Added |
| Blair William & Co | 5,443 | $211.4K | 0.00% | −538−9.0% | Reduced |
| Convergence Financial, LLC | 5,507 | $213.9K | 0.06% | +5,507 | New |
| Captrust Financial Advisors | 5,756 | $223.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,979 | $232.0K | 0.00% | +96+1.6% | Added |
| Claret Asset Management Corp | 6,026 | $234.0K | 0.04% | −340−5.3% | Reduced |
| Silvercrest Asset Management Group LLC | 6,182 | $240.1K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 6,328 | $245.9K | 0.00% | −2,290−26.6% | Reduced |
| Cresset Asset Management, LLC | 6,485 | $251.9K | 0.00% | +6,485 | New |
| Argonautica Private Wealth Management, Inc | 6,675 | $259.3K | 0.09% | +33+0.5% | Added |
| Veriti Management LLC | 6,955 | $270.1K | 0.02% | +6,955 | New |
| Davis-Rea Ltd. | 7,775 | $302.0K | 0.15% | −16,660−68.2% | Reduced |
| Prospera Financial Services Inc | 8,715 | $338.4K | 0.01% | +152+1.8% | Added |
| Commonwealth Equity Services, LLC | 8,716 | $339.0K | 0.00% | −1,824−17.3% | Reduced |
| Cigna Investments Inc | 9,048 | $351.0K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,502 | $369.1K | 0.02% | +4,325+83.5% | Added |
| Capital World Investors | 9,911 | $385.2K | 0.00% | +110+1.1% | Added |
| Pacifica Partners Inc. | 9,920 | $389.5K | 0.17% | +67+0.7% | Added |
| Pathstone Holdings, LLC | 10,313 | $400.6K | 0.00% | −596−5.5% | Reduced |
| Cardinal Capital Management, Inc. | 10,330 | $401.2K | 0.02% | +215+2.1% | Added |
| Beverly Hills Private Wealth, LLC | 10,695 | $415.4K | 0.09% | +2,345+28.1% | Added |
| Two Sigma Investments, LP | 10,750 | $417.5K | 0.00% | −54,679−83.6% | Reduced |
| HRT Financial LP | 10,804 | $419.0K | 0.00% | +10,804 | New |
| Intech Investment Management LLC | 10,918 | $424.2K | 0.01% | −2,313−17.5% | Reduced |