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Livermore
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Nisource Inc.

NI
Exchange
NYSE
Industry
Electric & Other Services Combined
SEC CIK
0001111711

In the last 90 days, Nisource Inc. insiders filed 0 open-market purchases and 1 sale; 916 institutions reported holding it in 13F filings for Q2 2026, worth $22.0B in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Nisource Inc. as of Dec 31, 2021. 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
519
+33 vs. Q3 2021
Shares held
376.9M
+2.27M (+0.6%) vs. Q3 2021
Total value
$10.4B
+$1.33B (+14.6%) vs. Q3 2021
New holders
88
216 more added
Sold out
55
119 more reduced

8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NI 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.

Institutional holdersQ4 2021: 519 institutions
Q1 2021: 489 institutionsQ2 2021: 512 institutionsQ3 2021: 494 institutionsQ4 2021: 519 institutionsQ1 2022: 532 institutionsQ2 2022: 539 institutionsQ3 2022: 545 institutionsQ4 2022: 576 institutionsQ1 2023: 592 institutionsQ2 2023: 566 institutionsQ3 2023: 585 institutionsQ4 2023: 610 institutionsQ1 2024: 633 institutionsQ2 2024: 638 institutionsQ3 2024: 687 institutionsQ4 2024: 736 institutionsQ1 2025: 797 institutionsQ2 2025: 774 institutionsQ3 2025: 785 institutionsQ4 2025: 837 institutionsQ1 2026: 886 institutionsQ2 2026: 916 institutions
Value heldQ4 2021: $10.4B
Q1 2021: $8.79BQ2 2021: $9.03BQ3 2021: $9.10BQ4 2021: $10.4BQ1 2022: $12.1BQ2 2022: $11.4BQ3 2022: $9.55BQ4 2022: $10.5BQ1 2023: $10.8BQ2 2023: $10.7BQ3 2023: $9.69BQ4 2023: $10.9BQ1 2024: $11.8BQ2 2024: $12.6BQ3 2024: $15.4BQ4 2024: $16.5BQ1 2025: $17.7BQ2 2025: $18.3BQ3 2025: $19.3BQ4 2025: $19.3BQ1 2026: $21.2BQ2 2026: $22.0B
Institutions holding NI and their total value by quarter
QuarterHoldersValue
Q2 2026916$22.0B
Q1 2026886$21.2B
Q4 2025837$19.3B
Q3 2025785$19.3B
Q2 2025774$18.3B
Q1 2025797$17.7B
Q4 2024736$16.5B
Q3 2024687$15.4B
Q2 2024638$12.6B
Q1 2024633$11.8B
Q4 2023610$10.9B
Q3 2023585$9.69B
Q2 2023566$10.7B
Q1 2023592$10.8B
Q4 2022576$10.5B
Q3 2022545$9.55B
Q2 2022539$11.4B
Q1 2022532$12.1B
Q4 2021519$10.4B
Q3 2021494$9.10B
Q2 2021512$9.03B
Q1 2021489$8.79B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q3 2021.

Institutions holding NI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vectors Research Management, LLC2$00.00%00.0%Unchanged
Lake Point Wealth Management4$00.00%00.0%Unchanged
Cambridge Trust Co18$00.00%+18New
Comprehensive Financial Consultants Institutional, Inc.33$00.00%+33New
Raffa Wealth Management, LLC35$9660.00%00.0%Unchanged
Whittier Trust Co24$1.00K0.00%00.0%Unchanged
Allworth Financial LP54$1.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc25$1.00K0.00%−20−44.4%Reduced
Coastal Capital Group, Inc.28$1.00K0.00%+1+3.7%Added
TFC Financial Management19$1.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC33$1.00K0.00%+33New
Capital Advisors, Ltd. LLC26$1.00K0.00%+26New
KB Financial Partners, LLC49$1.00K0.00%+49New
Schubert & Co33$1.00K0.00%+33New
Financial Management Professionals, Inc.79$2.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC73$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.84$2.00K0.00%+22+35.5%Added
Retirement Group, LLC60$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC73$2.00K0.00%+19+35.2%Added
Albion Financial Group72$2.00K0.00%+72New
JFS Wealth Advisors, LLC79$2.00K0.00%+79New
Baystate Wealth Management LLC125$3.00K0.00%+1+0.8%Added
Endurance Wealth Management, Inc.94$3.00K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.100$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc98$3.00K0.00%+32+48.5%Added
Widmann Financial Services, Inc.122$3.00K0.00%+122New
City State Bank110$3.00K0.00%+110New
Versant Capital Management, Inc152$4.00K0.00%00.0%Unchanged
Smithfield Trust Co140$4.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB157$4.00K0.00%+61+63.5%Added
Northwest Investment Counselors, LLC140$4.00K0.00%+140New
FourThought Financial, LLC176$5.00K0.00%−6,704−97.4%Reduced
Center for Financial Planning, Inc.163$5.00K0.00%00.0%Unchanged
City Holding Co162$5.00K0.00%+162New
Farmers & Merchants Investments Inc205$6.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC200$6.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC210$6.00K0.00%00.0%Unchanged
TSFG, LLC200$6.00K0.00%+200New
Tarbox Family Office, Inc.260$7.00K0.00%00.0%Unchanged
Old North State Trust, LLC246$7.00K0.01%00.0%Unchanged
Parkside Financial Bank & Trust246$7.00K0.00%+50+25.5%Added
First Horizon Advisors, Inc.272$7.00K0.00%+57+26.5%Added
Glassman Wealth Services240$7.00K0.00%+193+410.6%Added
American Portfolios Advisors267$7.37K0.00%−99−27.0%Reduced
Dark Forest Capital Management LP280$8.00K0.00%+280New
Glen Eagle Advisors, LLC305$8.41K0.00%00.0%Unchanged
Webster Bank, N. A.330$9.00K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$9.00K0.00%––
Graves-Light Private Wealth Management, Inc.340$9.00K0.00%00.0%Unchanged
Addison Advisors LLC339$9.00K0.01%00.0%Unchanged
Key Financial Inc378$10.0K0.01%00.0%Unchanged
American Research & Management Co.358$10.0K0.00%+358New
American State Bank (Iowa)375$10.4K0.01%00.0%Unchanged
Evoke Wealth, LLC404$11.0K0.00%+16+4.1%Added
Charter Oak Capital Management, LLC390$11.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.400$11.0K0.00%+1+0.3%Added
Zions Bancorporation, N.A.413$11.0K0.00%+68+19.7%Added
Ellis Investment Partners, LLC463$12.0K0.00%+4+0.9%Added
CoreCap Advisors, LLC419$12.0K0.00%+419New
Perkins Coie Trust Co521$14.0K0.00%00.0%Unchanged
Central Trust Co510$14.0K0.00%00.0%Unchanged
North Star Investment Management Corp.500$14.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC499$14.0K0.00%00.0%Unchanged
Optimum Investment Advisors550$15.0K0.01%00.0%Unchanged
Syverson Strege & Co622$17.0K0.01%+1+0.2%Added
Snowden Capital Advisors LLC622$17.0K0.00%+622New
Eagle Bay Advisors LLC686$19.0K0.01%−548−44.4%Reduced
FinTrust Capital Advisors, LLC696$19.0K0.00%+3+0.4%Added
Trust Co of Vermont689$19.0K0.00%+689New
Salem Investment Counselors Inc737$20.0K0.00%+237+47.4%Added
EverSource Wealth Advisors, LLC739$20.0K0.01%+739New
Private Capital Group, LLC787$22.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC854$24.0K0.01%00.0%Unchanged
Sage Private Wealth Group, LLC912$25.0K0.03%00.0%Unchanged
TD Waterhouse Canada Inc.937$25.9K0.00%+937New
Lindbrook Capital, LLC976$27.0K0.00%00.0%Unchanged
IFP Advisors, Inc957$28.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,050$28.0K0.00%00.0%Unchanged
Cedar Wealth Management, LLC1,000$28.0K0.01%00.0%Unchanged
Amplius Wealth Advisors, LLC1,023$28.0K0.00%+1,023New
Stonebridge Financial Planning Group, LLC1,000$29.0K0.02%00.0%Unchanged
Assetmark, Inc1,064$29.0K0.00%+928+682.4%Added
Loomis Sayles & Co L P1,075$30.0K0.00%−942−46.7%Reduced
Penserra Capital Management LLC1,194$32.0K0.00%−168−12.3%Reduced
Rise Advisors, LLC1,177$32.5K0.03%+1,177New
High Net Worth Advisory Group LLC1,266$35.0K0.01%+1,266New
Atlas Capital Advisors LLC1,290$35.6K0.01%00.0%Unchanged
Manchester Capital Management LLC1,381$38.0K0.00%00.0%Unchanged
Delta Asset Management LLC1,431$40.0K0.00%00.0%Unchanged
Monetary Management Group Inc1,455$40.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC1,500$41.0K0.01%00.0%Unchanged
Costello Asset Management, INC1,500$41.0K0.03%00.0%Unchanged
Klaas Financial Asset Advisors, LLC1,532$42.0K0.01%+13+0.9%Added
Plante Moran Financial Advisors, LLC1,505$42.0K0.01%+281+23.0%Added
AlphaMark Advisors, LLC1,550$43.0K0.02%−300−16.2%Reduced
Tobam1,574$43.0K0.00%00.0%Unchanged
West Branch Capital LLC1,550$43.0K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,609$44.0K0.00%00.0%Unchanged
Logan Capital Management Inc1,578$44.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.1,736$46.0K0.00%00.0%Unchanged