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 2026
Institutional positions in Fortis Inc. as of Jun 30, 2026. 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
- 358
- +16 vs. Q1 2026
- Shares held
- 264.9M
- +8.93M (+3.5%) vs. Q1 2026
- Total value
- $15.3B
- +$1.01B (+7.0%) vs. Q1 2026
- New holders
- 44
- 160 more added
- Sold out
- 28
- 92 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Fortis Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tounjian Advisory Partners, LLC | 1 | $79 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $114 | 0.00% | +2 | New |
| Kilter Group LLC | 3 | $172 | 0.00% | −1−25.0% | Reduced |
| Bogart Wealth, LLC | 7 | $401 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 7 | $401 | 0.00% | +7 | New |
| LRI Investments, LLC | 11 | $630 | 0.00% | +11 | New |
| MV Capital Management, Inc. | 12 | $687 | 0.00% | −2−14.3% | Reduced |
| Trust Co | 13 | $744 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 16 | $916 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 16 | $916 | 0.00% | +16 | New |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $1.15K | 0.00% | +6+42.9% | Added |
| Mather Group, LLC. | 25 | $1.43K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $1.43K | 0.00% | +25 | New |
| Hilton Head Capital Partners, LLC | 30 | $1.72K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 37 | $2.12K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 38 | $2.17K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 47 | $2.69K | 0.00% | −23−32.9% | Reduced |
| SHP Wealth Management | 50 | $2.86K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 55 | $3.15K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 55 | $3.15K | 0.00% | +55 | New |
| MB, Levis & Associates, LLC | 77 | $4.41K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 80 | $4.58K | 0.00% | +80 | New |
| TD Private Client Wealth LLC | 82 | $4.69K | 0.00% | +60+272.7% | Added |
| Mascoma Wealth Management LLC | 91 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 94 | $5.38K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 99 | $5.67K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 99 | $5.69K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 102 | $5.86K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 109 | $6.24K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 116 | $6.63K | 0.00% | +1+0.9% | Added |
| Parkside Financial Bank & Trust | 117 | $6.70K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 130 | $7.44K | 0.00% | +130 | New |
| Financial Consulate, Inc | 144 | $8.24K | 0.00% | +60+71.4% | Added |
| Elequin Capital LP | 145 | $8.30K | 0.00% | +6+4.3% | Added |
| Bryn Mawr Trust Co | 171 | $9.79K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 173 | $9.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 171 | $9.98K | 0.00% | +6+3.6% | Added |
| Bernard Wealth Management Corp. | 195 | $11.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 214 | $12.2K | 0.00% | +214 | New |
| Financial Management Professionals, Inc. | 225 | $12.9K | 0.00% | +4+1.8% | Added |
| Brown Brothers Harriman & Co | 253 | $14.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 260 | $14.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 262 | $15.0K | 0.00% | +7+2.7% | Added |
| True Wealth Design, LLC | 291 | $16.7K | 0.00% | −9−3.0% | Reduced |
| Concord Wealth Partners | 300 | $17.2K | 0.00% | +300 | New |
| Steward Partners Investment Advisory, LLC | 304 | $17.4K | 0.00% | +9+3.1% | Added |
| CoreCap Advisors, LLC | 305 | $17.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 318 | $18.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 345 | $19.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 358 | $20.5K | 0.00% | +165+85.5% | Added |
| HM Payson & Co | 368 | $21.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 400 | $22.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 416 | $23.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 448 | $25.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 448 | $25.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 451 | $25.8K | 0.00% | +451 | New |
| Aberdeen Wealth Management LLC | 545 | $31.2K | 0.01% | +545 | New |
| Silver Grove Financial Group, Inc. | 549 | $31.4K | 0.02% | +549 | New |
| Trust Co of Toledo NA | 597 | $34.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 912 | $52.2K | 0.00% | −136−13.0% | Reduced |
| Golden State Wealth Management, LLC | 931 | $53.3K | 0.00% | +6+0.6% | Added |
| Community Financial Services Group, LLC | 968 | $54.8K | 0.01% | −759−43.9% | Reduced |
| Allworth Financial LP | 1,090 | $62.4K | 0.00% | +8+0.7% | Added |
| LOM Asset Management Ltd | 835 | $67.8K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,204 | $69.0K | 0.00% | +37+3.2% | Added |
| GWM Advisors LLC | 1,283 | $73.4K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 1,200 | $82.1K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,545 | $88.5K | 0.00% | +168+12.2% | Added |
| Advisors Asset Management, Inc. | 1,615 | $92.4K | 0.00% | +980+154.3% | Added |
| Larson Financial Group LLC | 1,734 | $99.2K | 0.00% | +297+20.7% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,761 | $100.8K | 0.00% | −879−33.3% | Reduced |
| Smartleaf Asset Management LLC | 1,784 | $103.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,850 | $105.9K | 0.05% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 2,032 | $116.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,365 | $135.3K | 0.02% | +2,355+23,550.0% | Added |
| Creative Financial Designs Inc | 2,369 | $135.5K | 0.01% | −13−0.5% | Reduced |
| Global Retirement Partners, LLC | 2,852 | $163.2K | 0.00% | +2,852 | New |
| 1620 Investment Advisors, Inc. | 2,866 | $164.0K | 0.10% | +60+2.1% | Added |
| Parallel Advisors, LLC | 3,030 | $173.5K | 0.00% | +204+7.2% | Added |
| Huntington National Bank | 3,039 | $173.9K | 0.00% | +18+0.6% | Added |
| The PNC Financial Services Group, Inc. | 3,106 | $177.7K | 0.00% | −15−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 3,350 | $191.7K | 0.01% | −1,308−28.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,485 | $199.4K | 0.00% | +3,401+4,048.8% | Added |
| Miracle Mile Advisors, LLC | 3,495 | $200.0K | 0.00% | +3,495 | New |
| ExodusPoint Capital Management, LP | 3,527 | $201.8K | 0.00% | +3,527 | New |
| Legacy Financial Advisors, Inc. | 3,566 | $204.1K | 0.02% | +3,566 | New |
| Sanctuary Advisors, LLC | 3,577 | $204.7K | 0.00% | +3,577 | New |
| HB Wealth Management, LLC | 3,580 | $204.9K | 0.00% | −178−4.7% | Reduced |
| Park Avenue Securities LLC | 3,624 | $207.0K | 0.00% | +3,624 | New |
| Merit Financial Group, LLC | 3,630 | $207.7K | 0.00% | +3,630 | New |
| West Family Investments, Inc. | 3,675 | $210.3K | 0.06% | −146−3.8% | Reduced |
| Excelsior Advisor Network LLC | 3,750 | $214.6K | 0.03% | +3,750 | New |
| John G Ullman & Associates Inc | 3,900 | $223.1K | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,962 | $226.7K | 0.00% | −33,147−89.3% | Reduced |
| Bridgewater Advisors Inc. | 4,029 | $227.8K | 0.01% | +4,029 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,258 | $243.7K | 0.00% | −850−16.6% | Reduced |
| Weaver Capital Management LLC | 4,368 | $243.7K | 0.05% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 4,367 | $249.9K | 0.07% | +4,367 | New |