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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 6,265 | $260.4K | 0.00% | +282+4.7% | Added |
| Silvercrest Asset Management Group LLC | 6,182 | $257.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,156 | $255.9K | 0.01% | +6,156 | New |
| Cambridge Investment Research Advisors, Inc. | 6,145 | $255.0K | 0.00% | +6,145 | New |
| CIBC Private Wealth Group, LLC | 5,942 | $249.3K | 0.00% | +5,942 | New |
| Captrust Financial Advisors | 5,756 | $239.3K | 0.00% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 5,529 | $229.8K | 0.06% | −1,719−23.7% | Reduced |
| Claret Asset Management Corp | 5,501 | $228.0K | 0.04% | −300−5.2% | Reduced |
| Blair William & Co | 5,443 | $226.3K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,385 | $223.8K | 0.00% | +698+14.9% | Added |
| Vise Technologies, Inc. | 5,204 | $216.3K | 0.02% | +5,204 | New |
| JustInvest LLC | 5,191 | $215.8K | 0.00% | +5,191 | New |
| JCIC Asset Management Inc. | 5,087 | $211.2K | 0.09% | +267+5.5% | Added |
| John G Ullman & Associates Inc | 4,900 | $203.7K | 0.03% | −300−5.8% | Reduced |
| Clear Creek Financial Management, LLC | 4,889 | $203.2K | 0.02% | +4,889 | New |
| Davenport & Co LLC | 4,885 | $203.1K | 0.00% | +19+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,563 | $189.7K | 0.00% | +206+4.7% | Added |
| Pacer Advisors, Inc. | 4,429 | $184.1K | 0.00% | +172+4.0% | Added |
| Quadrant Capital Group LLC | 4,302 | $178.8K | 0.01% | +289+7.2% | Added |
| Bryn Mawr Trust Co | 3,279 | $136.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,161 | $131.4K | 0.00% | +883+38.8% | Added |
| Lindbrook Capital, LLC | 2,726 | $113.3K | 0.01% | +758+38.5% | Added |
| Advisor Group Holdings, Inc. | 2,478 | $103.0K | 0.00% | +592+31.4% | Added |
| IFP Advisors, Inc | 2,263 | $94.1K | 0.00% | −1,375−37.8% | Reduced |
| 1620 Investment Advisors, Inc. | 2,260 | $93.9K | 0.07% | +130+6.1% | Added |
| The PNC Financial Services Group, Inc. | 2,071 | $86.1K | 0.00% | −793−27.7% | Reduced |
| Cromwell Holdings LLC | 1,837 | $76.4K | 0.04% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,533 | $63.6K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,488 | $61.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,356 | $56.4K | 0.00% | +1+0.1% | Added |
| MAI Capital Management | 1,327 | $55.2K | 0.00% | +1,327 | New |
| Tower Research Capital LLC (TRC) | 1,287 | $53.5K | 0.00% | −7,594−85.5% | Reduced |
| Clarity Asset Management, Inc. | 1,038 | $43.1K | 0.03% | +9+0.9% | Added |
| Versant Capital Management, Inc | 1,006 | $41.8K | 0.01% | +256+34.1% | Added |
| BNP Paribas Arbitrage, SA | 970 | $40.3K | 0.00% | −6−0.6% | Reduced |
| Gulf International Bank (UK) Ltd | 969 | $40.0K | 0.00% | −410−29.7% | Reduced |
| EverSource Wealth Advisors, LLC | 940 | $39.1K | 0.00% | +15+1.6% | Added |
| Golden State Wealth Management, LLC | 914 | $38.0K | 0.01% | +914 | New |
| Ridgewood Investments LLC | 799 | $33.2K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 769 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 696 | $28.9K | 0.04% | +696 | New |
| Dixon Mitchell Investment Counsel Inc. | 598 | $24.8K | 0.00% | +87+17.0% | Added |
| Hexagon Capital Partners LLC | 579 | $24.1K | 0.00% | +108+22.9% | Added |
| Steward Partners Investment Advisory, LLC | 568 | $23.6K | 0.00% | −267−32.0% | Reduced |
| Allworth Financial LP | 487 | $20.5K | 0.00% | +29+6.3% | Added |
| HM Payson & Co | 368 | $15.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 346 | $14.4K | 0.00% | +143+70.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 345 | $14.3K | 0.00% | +345 | New |
| Harbour Investments, Inc. | 339 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 346 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 308 | $12.8K | 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 |
| Hemington Wealth Management | 312 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 286 | $11.9K | 0.00% | −76−21.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 272 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 225 | $9.35K | 0.00% | +155+221.4% | Added |
| Sierra Ocean, LLC | 223 | $9.27K | 0.01% | +223 | New |
| Bernard Wealth Management Corp. | 195 | $8.11K | 0.00% | +195 | New |
| CoreCap Advisors, LLC | 177 | $7.37K | 0.00% | +22+14.2% | Added |
| Financial Management Professionals, Inc. | 169 | $7.03K | 0.00% | +31+22.5% | Added |
| Millstone Evans Group, LLC | 168 | $6.98K | 0.00% | +168 | New |
| Transcendent Capital Group LLC | 124 | $5.16K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 119 | $4.95K | 0.00% | +58+95.1% | Added |
| GeoWealth Management, LLC | 116 | $4.82K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 115 | $4.78K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 114 | $4.74K | 0.00% | +114 | New |
| Proequities, Inc. | 112 | $4.71K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 108 | $4.49K | 0.00% | −196−64.5% | Reduced |
| AdvisorNet Financial, Inc | 100 | $4.16K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 98 | $4.07K | 0.00% | +1+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 94 | $3.91K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 94 | $3.90K | 0.00% | +1+1.1% | Added |
| Mascoma Wealth Management LLC | 91 | $3.78K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 82 | $3.41K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 77 | $3.20K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $3.12K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 73 | $3.04K | 0.00% | +73 | New |
| Spire Wealth Management | 70 | $2.91K | 0.00% | +70 | New |
| WealthCollab, LLC | 60 | $2.50K | 0.00% | +27+81.8% | Added |
| Cornerstone Planning Group LLC | 55 | $2.39K | 0.00% | +18+48.6% | Added |
| Copeland Capital Management, LLC | 57 | $2.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 43 | $1.79K | 0.00% | +43 | New |
| Optiver Holding B.V. | 31 | $1.29K | 0.00% | +31 | New |
| Frazier Financial Advisors, LLC | 25 | $1.04K | 0.00% | +25 | New |
| Mather Group, LLC. | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $1.00K | 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 |
| Larson Financial Group LLC | 17 | $707 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $665 | 0.00% | −10−38.5% | Reduced |
| Sittner & Nelson, LLC | 3 | $125 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $72 | 0.01% | −1,731−99.9% | Reduced |
| Huntington National Bank | 1 | $42 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9 | $0 | 0.00% | −8−47.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −462,321−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −395,474−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −92,613−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −43,997−100.0% | Sold out |