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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 5,801 | $264.0K | 0.04% | −225−3.7% | Reduced |
| Captrust Financial Advisors | 5,756 | $261.6K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 5,443 | $247.3K | 0.00% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 5,200 | $236.3K | 0.03% | 00.0% | Unchanged |
| Natixis | 5,108 | $232.1K | 0.00% | +3,377+195.1% | Added |
| 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 |
| JCIC Asset Management Inc. | 4,820 | $219.0K | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,687 | $213.0K | 0.00% | +4,687 | New |
| Chicago Trust Co NA | 4,600 | $209.0K | 0.04% | +4,600 | New |
| Simplex Trading, LLC | 4,578 | $208.0K | 0.01% | +4,239+1,250.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,357 | $198.0K | 0.00% | +268+6.6% | Added |
| Pacer Advisors, Inc. | 4,257 | $193.4K | 0.00% | +36+0.9% | Added |
| Quadrant Capital Group LLC | 4,013 | $182.4K | 0.01% | +246+6.5% | Added |
| IFP Advisors, Inc | 3,638 | $165.3K | 0.01% | −778−17.6% | Reduced |
| Bryn Mawr Trust Co | 3,279 | $149.0K | 0.00% | +3,279 | New |
| Barclays PLC | 3,210 | $145.9K | 0.00% | −16,471−83.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,864 | $130.2K | 0.00% | −512−15.2% | Reduced |
| Twin Tree Management, LP | 2,395 | $108.8K | 0.00% | +2,395 | New |
| Parallel Advisors, LLC | 2,278 | $103.5K | 0.00% | +27+1.2% | Added |
| 1620 Investment Advisors, Inc. | 2,130 | $96.8K | 0.07% | +60+2.9% | Added |
| Lindbrook Capital, LLC | 1,968 | $89.4K | 0.01% | −1,578−44.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,886 | $85.7K | 0.00% | +372+24.6% | Added |
| Cromwell Holdings LLC | 1,837 | $83.5K | 0.05% | +630+52.2% | Added |
| NBC Securities, Inc. | 1,732 | $78.0K | 0.01% | −222−11.4% | Reduced |
| Macquarie Group Ltd | 1,533 | $69.7K | 0.00% | +15+1.0% | Added |
| Compagnie Lombard Odier SCmA | 1,488 | $67.7K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,478 | $67.2K | 0.03% | +1,478 | New |
| Gulf International Bank (UK) Ltd | 1,379 | $62.0K | 0.00% | −1,961−58.7% | Reduced |
| GWM Advisors LLC | 1,355 | $61.6K | 0.00% | +1+0.1% | Added |
| Clarity Asset Management, Inc. | 1,029 | $46.7K | 0.03% | −1−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 976 | $44.3K | 0.00% | +976 | New |
| EverSource Wealth Advisors, LLC | 925 | $42.0K | 0.00% | +143+18.3% | Added |
| Rational Advisors LLC | 866 | $39.4K | 0.00% | −146−14.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 835 | $38.0K | 0.00% | −11−1.3% | Reduced |
| Ridgewood Investments LLC | 799 | $36.3K | 0.02% | −16−2.0% | Reduced |
| Richard W. Paul & Associates, LLC | 769 | $34.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 750 | $34.1K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 729 | $33.1K | 0.00% | +729 | New |
| Carmichael Hill & Associates, Inc. | 606 | $27.5K | 0.01% | −173−22.2% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 511 | $23.2K | 0.00% | −1,007−66.3% | Reduced |
| Hexagon Capital Partners LLC | 471 | $21.4K | 0.00% | +56+13.5% | Added |
| Allworth Financial LP | 458 | $20.8K | 0.00% | +106+30.1% | Added |
| HM Payson & Co | 368 | $16.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 362 | $16.4K | 0.00% | +79+27.9% | Added |
| Bessemer Group Inc | 346 | $16.0K | 0.00% | −321−48.1% | Reduced |
| Harbour Investments, Inc. | 339 | $15.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 308 | $14.0K | 0.00% | +104+51.0% | Added |
| Concord Wealth Partners | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $13.6K | 0.01% | +300 | New |
| Gen-Wealth Partners Inc | 304 | $13.1K | 0.01% | −155−33.8% | Reduced |
| Hemington Wealth Management | 312 | $13.0K | 0.00% | +312 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 272 | $12.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 225 | $10.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 203 | $9.22K | 0.00% | +106+109.3% | Added |
| CoreCap Advisors, LLC | 155 | $7.05K | 0.00% | +155 | New |
| Financial Management Professionals, Inc. | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 124 | $5.63K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 120 | $5.47K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 116 | $5.27K | 0.00% | +116 | New |
| HHM Wealth Advisors, LLC | 115 | $5.23K | 0.00% | +115 | New |
| Proequities, Inc. | 112 | $5.09K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 110 | $4.99K | 0.00% | −81−42.4% | Reduced |
| AdvisorNet Financial, Inc | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 94 | $4.27K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 93 | $4.22K | 0.00% | +1+1.1% | Added |
| Mascoma Wealth Management LLC | 91 | $4.13K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 97 | $3.83K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 82 | $3.73K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 79 | $3.58K | 0.00% | +79 | New |
| MB, Levis & Associates, LLC | 77 | $3.50K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $3.41K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 61 | $2.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 70 | $2.72K | 0.00% | +57+438.5% | Added |
| Copeland Capital Management, LLC | 57 | $2.59K | 0.00% | +57 | New |
| Golden State Equity Partners | 43 | $1.95K | 0.00% | +43 | New |
| Cornerstone Planning Group LLC | 37 | $1.60K | 0.00% | +6+19.4% | Added |
| WealthCollab, LLC | 33 | $1.50K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 29 | $1.32K | 0.00% | +29 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $1.18K | 0.00% | +6+30.0% | Added |
| Mather Group, LLC. | 25 | $1.14K | 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 |
| True Wealth Design, LLC | 21 | $955 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $864 | 0.00% | +19 | New |
| Global Retirement Partners, LLC | 19 | $863 | 0.00% | −321−94.4% | Reduced |
| Larson Financial Group LLC | 17 | $772 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $136 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $45 | 0.00% | +1 | New |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −225,442−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −45,826−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −39,410−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −29,873−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −27,998−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −24,420−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,502−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −5,507−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |