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 2024
Institutional positions in Fortis Inc. as of Dec 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
- 296
- +11 vs. Q3 2024
- Shares held
- 252.3M
- −6.43M (−2.5%) vs. Q3 2024
- Total value
- $10.5B
- −$1.27B (−10.8%) vs. Q3 2024
- New holders
- 39
- 116 more added
- Sold out
- 28
- 90 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Fortis Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | −8−47.1% | Reduced |
| Huntington National Bank | 1 | $42 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $72 | 0.01% | −1,731−99.9% | Reduced |
| Sittner & Nelson, LLC | 3 | $125 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $665 | 0.00% | −10−38.5% | Reduced |
| Larson Financial Group LLC | 17 | $707 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 24 | $998 | 0.00% | +3+14.3% | Added |
| Van Hulzen Asset Management, LLC | 24 | $998 | 0.00% | +24 | New |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 25 | $1.04K | 0.00% | +25 | New |
| Optiver Holding B.V. | 31 | $1.29K | 0.00% | +31 | New |
| Geneos Wealth Management Inc. | 43 | $1.79K | 0.00% | +43 | New |
| Copeland Capital Management, LLC | 57 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 55 | $2.39K | 0.00% | +18+48.6% | Added |
| WealthCollab, LLC | 60 | $2.50K | 0.00% | +27+81.8% | Added |
| Spire Wealth Management | 70 | $2.91K | 0.00% | +70 | New |
| SBI Securities Co., Ltd. | 73 | $3.04K | 0.00% | +73 | New |
| Private Trust Co NA | 75 | $3.12K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 77 | $3.20K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 82 | $3.41K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 91 | $3.78K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 94 | $3.90K | 0.00% | +1+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 94 | $3.91K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 98 | $4.07K | 0.00% | +1+1.0% | Added |
| AdvisorNet Financial, Inc | 100 | $4.16K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 108 | $4.49K | 0.00% | −196−64.5% | Reduced |
| Proequities, Inc. | 112 | $4.71K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 114 | $4.74K | 0.00% | +114 | New |
| HHM Wealth Advisors, LLC | 115 | $4.78K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 116 | $4.82K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 119 | $4.95K | 0.00% | +58+95.1% | Added |
| Smartleaf Asset Management LLC | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 124 | $5.16K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 168 | $6.98K | 0.00% | +168 | New |
| Financial Management Professionals, Inc. | 169 | $7.03K | 0.00% | +31+22.5% | Added |
| CoreCap Advisors, LLC | 177 | $7.37K | 0.00% | +22+14.2% | Added |
| Bernard Wealth Management Corp. | 195 | $8.11K | 0.00% | +195 | New |
| Sierra Ocean, LLC | 223 | $9.27K | 0.01% | +223 | New |
| Ronald Blue Trust, Inc. | 225 | $9.35K | 0.00% | +155+221.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 272 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 286 | $11.9K | 0.00% | −76−21.0% | Reduced |
| Hemington Wealth Management | 312 | $12.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $12.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $12.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 308 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 346 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $14.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 345 | $14.3K | 0.00% | +345 | New |
| Venturi Wealth Management, LLC | 346 | $14.4K | 0.00% | +143+70.4% | Added |
| HM Payson & Co | 368 | $15.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 487 | $20.5K | 0.00% | +29+6.3% | Added |
| Steward Partners Investment Advisory, LLC | 568 | $23.6K | 0.00% | −267−32.0% | Reduced |
| Hexagon Capital Partners LLC | 579 | $24.1K | 0.00% | +108+22.9% | Added |
| Dixon Mitchell Investment Counsel Inc. | 598 | $24.8K | 0.00% | +87+17.0% | Added |
| Bayforest Capital Ltd | 696 | $28.9K | 0.04% | +696 | New |
| Richard W. Paul & Associates, LLC | 769 | $32.0K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 799 | $33.2K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 914 | $38.0K | 0.01% | +914 | New |
| EverSource Wealth Advisors, LLC | 940 | $39.1K | 0.00% | +15+1.6% | Added |
| Gulf International Bank (UK) Ltd | 969 | $40.0K | 0.00% | −410−29.7% | Reduced |
| BNP Paribas Arbitrage, SA | 970 | $40.3K | 0.00% | −6−0.6% | Reduced |
| Versant Capital Management, Inc | 1,006 | $41.8K | 0.01% | +256+34.1% | Added |
| Clarity Asset Management, Inc. | 1,038 | $43.1K | 0.03% | +9+0.9% | Added |
| Tower Research Capital LLC (TRC) | 1,287 | $53.5K | 0.00% | −7,594−85.5% | Reduced |
| MAI Capital Management | 1,327 | $55.2K | 0.00% | +1,327 | New |
| GWM Advisors LLC | 1,356 | $56.4K | 0.00% | +1+0.1% | Added |
| Compagnie Lombard Odier SCmA | 1,488 | $61.8K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,533 | $63.6K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,837 | $76.4K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,071 | $86.1K | 0.00% | −793−27.7% | Reduced |
| 1620 Investment Advisors, Inc. | 2,260 | $93.9K | 0.07% | +130+6.1% | Added |
| IFP Advisors, Inc | 2,263 | $94.1K | 0.00% | −1,375−37.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,478 | $103.0K | 0.00% | +592+31.4% | Added |
| Lindbrook Capital, LLC | 2,726 | $113.3K | 0.01% | +758+38.5% | Added |
| Parallel Advisors, LLC | 3,161 | $131.4K | 0.00% | +883+38.8% | Added |
| Bryn Mawr Trust Co | 3,279 | $136.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,302 | $178.8K | 0.01% | +289+7.2% | Added |
| Pacer Advisors, Inc. | 4,429 | $184.1K | 0.00% | +172+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 4,563 | $189.7K | 0.00% | +206+4.7% | Added |
| Davenport & Co LLC | 4,885 | $203.1K | 0.00% | +19+0.4% | Added |
| Clear Creek Financial Management, LLC | 4,889 | $203.2K | 0.02% | +4,889 | New |
| John G Ullman & Associates Inc | 4,900 | $203.7K | 0.03% | −300−5.8% | Reduced |
| JCIC Asset Management Inc. | 5,087 | $211.2K | 0.09% | +267+5.5% | Added |
| JustInvest LLC | 5,191 | $215.8K | 0.00% | +5,191 | New |
| Vise Technologies, Inc. | 5,204 | $216.3K | 0.02% | +5,204 | New |
| Kingsview Wealth Management, LLC | 5,385 | $223.8K | 0.00% | +698+14.9% | Added |
| Blair William & Co | 5,443 | $226.3K | 0.00% | 00.0% | Unchanged |
| Claret Asset Management Corp | 5,501 | $228.0K | 0.04% | −300−5.2% | Reduced |
| Weaver Capital Management LLC | 5,529 | $229.8K | 0.06% | −1,719−23.7% | Reduced |
| Captrust Financial Advisors | 5,756 | $239.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,942 | $249.3K | 0.00% | +5,942 | New |
| Cambridge Investment Research Advisors, Inc. | 6,145 | $255.0K | 0.00% | +6,145 | New |
| Evergreen Capital Management LLC | 6,156 | $255.9K | 0.01% | +6,156 | New |
| Silvercrest Asset Management Group LLC | 6,182 | $257.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,265 | $260.4K | 0.00% | +282+4.7% | Added |
| Community Financial Services Group, LLC | 6,570 | $273.1K | 0.05% | −8,458−56.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,732 | $279.9K | 0.09% | +30+0.4% | Added |
| Two Sigma Investments, LP | 6,950 | $288.9K | 0.00% | +6,950 | New |
| Brinker Capital Investments, LLC | 7,064 | $293.7K | 0.00% | +7,064 | New |