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 2024
Institutional positions in Fortis Inc. as of Sep 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
- 290
- +18 vs. Q2 2024
- Shares held
- 259.1M
- +2.01M (+0.8%) vs. Q2 2024
- Total value
- $11.8B
- +$1.75B (+17.4%) vs. Q2 2024
- New holders
- 35
- 110 more added
- Sold out
- 17
- 94 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Fortis Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $45 | 0.00% | +1 | New |
| Sittner & Nelson, LLC | 3 | $136 | 0.00% | +3 | New |
| Larson Financial Group LLC | 17 | $772 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 19 | $863 | 0.00% | −321−94.4% | Reduced |
| Sachetta, LLC | 19 | $864 | 0.00% | +19 | New |
| True Wealth Design, LLC | 21 | $955 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| Mather Group, LLC. | 25 | $1.14K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $1.18K | 0.00% | +6+30.0% | Added |
| Reston Wealth Management LLC | 29 | $1.32K | 0.00% | +29 | New |
| WealthCollab, LLC | 33 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 37 | $1.60K | 0.00% | +6+19.4% | Added |
| Golden State Equity Partners | 43 | $1.95K | 0.00% | +43 | New |
| Copeland Capital Management, LLC | 57 | $2.59K | 0.00% | +57 | New |
| Ronald Blue Trust, Inc. | 70 | $2.72K | 0.00% | +57+438.5% | Added |
| Principal Securities, Inc. | 61 | $2.77K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $3.41K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 77 | $3.50K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 79 | $3.58K | 0.00% | +79 | New |
| Beacon Capital Management, LLC | 82 | $3.73K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 97 | $3.83K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 91 | $4.13K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 93 | $4.22K | 0.00% | +1+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 94 | $4.27K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 110 | $4.99K | 0.00% | −81−42.4% | Reduced |
| Proequities, Inc. | 112 | $5.09K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 115 | $5.23K | 0.00% | +115 | New |
| GeoWealth Management, LLC | 116 | $5.27K | 0.00% | +116 | New |
| Smartleaf Asset Management LLC | 120 | $5.47K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 124 | $5.63K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 155 | $7.05K | 0.00% | +155 | New |
| Venturi Wealth Management, LLC | 203 | $9.22K | 0.00% | +106+109.3% | Added |
| FinTrust Capital Advisors, LLC | 225 | $10.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 272 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 312 | $13.0K | 0.00% | +312 | New |
| Gen-Wealth Partners Inc | 304 | $13.1K | 0.01% | −155−33.8% | Reduced |
| Concord Wealth Partners | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $13.6K | 0.01% | +300 | New |
| First Horizon Advisors, Inc. | 308 | $14.0K | 0.00% | +104+51.0% | Added |
| Harbour Investments, Inc. | 339 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 346 | $16.0K | 0.00% | −321−48.1% | Reduced |
| Farther Finance Advisors, LLC | 362 | $16.4K | 0.00% | +79+27.9% | Added |
| HM Payson & Co | 368 | $16.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 458 | $20.8K | 0.00% | +106+30.1% | Added |
| Hexagon Capital Partners LLC | 471 | $21.4K | 0.00% | +56+13.5% | Added |
| Dixon Mitchell Investment Counsel Inc. | 511 | $23.2K | 0.00% | −1,007−66.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 606 | $27.5K | 0.01% | −173−22.2% | Reduced |
| Headlands Technologies LLC | 729 | $33.1K | 0.00% | +729 | New |
| Versant Capital Management, Inc | 750 | $34.1K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 769 | $34.9K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 799 | $36.3K | 0.02% | −16−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 835 | $38.0K | 0.00% | −11−1.3% | Reduced |
| Rational Advisors LLC | 866 | $39.4K | 0.00% | −146−14.4% | Reduced |
| EverSource Wealth Advisors, LLC | 925 | $42.0K | 0.00% | +143+18.3% | Added |
| BNP Paribas Arbitrage, SA | 976 | $44.3K | 0.00% | +976 | New |
| Clarity Asset Management, Inc. | 1,029 | $46.7K | 0.03% | −1−0.1% | Reduced |
| GWM Advisors LLC | 1,355 | $61.6K | 0.00% | +1+0.1% | Added |
| Gulf International Bank (UK) Ltd | 1,379 | $62.0K | 0.00% | −1,961−58.7% | Reduced |
| Alta Advisers Ltd | 1,478 | $67.2K | 0.03% | +1,478 | New |
| Compagnie Lombard Odier SCmA | 1,488 | $67.7K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,533 | $69.7K | 0.00% | +15+1.0% | Added |
| NBC Securities, Inc. | 1,732 | $78.0K | 0.01% | −222−11.4% | Reduced |
| Cromwell Holdings LLC | 1,837 | $83.5K | 0.05% | +630+52.2% | Added |
| Advisor Group Holdings, Inc. | 1,886 | $85.7K | 0.00% | +372+24.6% | Added |
| Lindbrook Capital, LLC | 1,968 | $89.4K | 0.01% | −1,578−44.5% | Reduced |
| 1620 Investment Advisors, Inc. | 2,130 | $96.8K | 0.07% | +60+2.9% | Added |
| Parallel Advisors, LLC | 2,278 | $103.5K | 0.00% | +27+1.2% | Added |
| Twin Tree Management, LP | 2,395 | $108.8K | 0.00% | +2,395 | New |
| The PNC Financial Services Group, Inc. | 2,864 | $130.2K | 0.00% | −512−15.2% | Reduced |
| Barclays PLC | 3,210 | $145.9K | 0.00% | −16,471−83.7% | Reduced |
| Bryn Mawr Trust Co | 3,279 | $149.0K | 0.00% | +3,279 | New |
| IFP Advisors, Inc | 3,638 | $165.3K | 0.01% | −778−17.6% | Reduced |
| Quadrant Capital Group LLC | 4,013 | $182.4K | 0.01% | +246+6.5% | Added |
| Pacer Advisors, Inc. | 4,257 | $193.4K | 0.00% | +36+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 4,357 | $198.0K | 0.00% | +268+6.6% | Added |
| Simplex Trading, LLC | 4,578 | $208.0K | 0.01% | +4,239+1,250.4% | Added |
| Chicago Trust Co NA | 4,600 | $209.0K | 0.04% | +4,600 | New |
| Kingsview Wealth Management, LLC | 4,687 | $213.0K | 0.00% | +4,687 | New |
| JCIC Asset Management Inc. | 4,820 | $219.0K | 0.09% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,866 | $221.1K | 0.00% | +4,866 | New |
| Gotham Asset Management, LLC | 4,866 | $221.1K | 0.00% | +4,866 | New |
| Natixis | 5,108 | $232.1K | 0.00% | +3,377+195.1% | Added |
| John G Ullman & Associates Inc | 5,200 | $236.3K | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 5,443 | $247.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,756 | $261.6K | 0.00% | 00.0% | Unchanged |
| Claret Asset Management Corp | 5,801 | $264.0K | 0.04% | −225−3.7% | Reduced |
| Benjamin Edwards Inc | 5,983 | $271.8K | 0.00% | +5,983 | New |
| Silvercrest Asset Management Group LLC | 6,182 | $280.9K | 0.00% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 6,702 | $304.5K | 0.10% | +27+0.4% | Added |
| Andra AP-fonden | 5,200 | $319.5K | 0.00% | −24,900−82.7% | Reduced |
| Weaver Capital Management LLC | 7,248 | $329.4K | 0.10% | −5,984−45.2% | Reduced |
| Cresset Asset Management, LLC | 7,395 | $336.0K | 0.00% | +910+14.0% | Added |
| Davis-Rea Ltd. | 7,775 | $353.7K | 0.15% | 00.0% | Unchanged |
| Veriti Management LLC | 7,865 | $357.4K | 0.02% | +910+13.1% | Added |
| Creative Financial Designs Inc | 8,457 | $384.3K | 0.03% | +3,115+58.3% | Added |
| Letko, Brosseau & Associates Inc | 8,500 | $386.6K | 0.01% | −212,428−96.2% | Reduced |