Skip to main content
Livermore
Livermore
ZHEN

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 2022

Institutional positions in Nisource Inc. as of Dec 31, 2022. 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
576
+42 vs. Q3 2022
Shares held
383.7M
+5.09M (+1.3%) vs. Q3 2022
Total value
$10.5B
+$949.5M (+9.9%) vs. Q3 2022
New holders
101
221 more added
Sold out
59
160 more reduced

11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 576 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 2022: $10.5B
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 2022

Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q3 2022.

Institutions holding NI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd518$14.0K0.01%+8+1.6%Added
Riverview Trust Co500$14.0K0.01%+500New
Salem Investment Counselors Inc500$13.7K0.00%00.0%Unchanged
Adirondack Trust Co500$13.7K0.01%00.0%Unchanged
Parkside Financial Bank & Trust485$13.3K0.00%−688−58.7%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.490$13.0K0.11%+490New
Crewe Advisors LLC464$12.7K0.00%−63−12.0%Reduced
First Personal Financial Services445$12.2K0.00%+445New
Timber Creek Capital Management LLC430$11.8K0.00%−8,785−95.3%Reduced
Allworth Financial LP421$11.5K0.00%+337+401.2%Added
Baldwin Brothers Inc408$11.2K0.00%+408New
Clear Street Markets LLC411$11.0K0.00%−967−70.2%Reduced
Livforsakringsbolaget Skandia, Omsesidigt400$11.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC397$10.9K0.00%+204+105.7%Added
Zions Bancorporation, N.A.389$10.7K0.00%+43+12.4%Added
American State Bank (Iowa)375$10.3K0.01%00.0%Unchanged
Beacon Capital Management, LLC359$9.84K0.00%00.0%Unchanged
Key Financial Inc378$9.52K0.00%00.0%Unchanged
Webster Bank, N. A.330$9.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC355$9.00K0.01%00.0%Unchanged
Fiduciary Alliance LLC299$8.20K0.00%+299New
JFS Wealth Advisors, LLC297$8.14K0.00%+57+23.8%Added
North Star Investment Management Corp.274$7.51K0.00%+24+9.6%Added
Old North State Trust, LLC246$7.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc250$6.86K0.00%00.0%Unchanged
Creative Financial Designs Inc226$6.20K0.00%+150+197.4%Added
CoreCap Advisors, LLC219$6.00K0.00%+219New
Newbridge Financial Services Group, Inc.209$5.73K0.00%+1+0.5%Added
Pinnacle Bancorp, Inc.193$5.00K0.00%00.0%Unchanged
TSFG, LLC200$5.00K0.00%00.0%Unchanged
WFA of San Diego, LLC180$4.94K0.00%+180New
Versant Capital Management, Inc165$4.52K0.00%+6+3.8%Added
Center for Financial Planning, Inc.163$4.47K0.00%00.0%Unchanged
Smithfield Trust Co140$4.00K0.00%−1,183−89.4%Reduced
Baystate Wealth Management LLC129$4.00K0.00%+1+0.8%Added
Capital Advisors, Ltd. LLC134$4.00K0.00%+108+415.4%Added
Comerica Securities,inc.139$3.81K0.00%+139New
Global Retirement Partners, LLC120$3.29K0.00%00.0%Unchanged
MV Capital Management, Inc.118$3.24K0.00%+86+268.8%Added
Glen Eagle Advisors, LLC118$3.23K0.00%00.0%Unchanged
Bell Investment Advisors, Inc116$3.18K0.00%+18+18.4%Added
City State Bank110$3.00K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.94$3.00K0.00%00.0%Unchanged
MB, Levis & Associates, LLC106$2.91K0.00%+106New
Sugarloaf Wealth Management, LLC96$2.63K0.00%−758−88.8%Reduced
ICA Group Wealth Management, LLC93$2.55K0.00%+93New
New England Capital Financial Advisors LLC82$2.22K0.00%+82New
Dark Forest Capital Management LP79$2.17K0.00%+79New
Cornerstone Planning Group LLC79$2.12K0.00%+79New
Hollencrest Capital Management75$2.06K0.00%+75New
Schubert & Co74$2.03K0.00%−25−25.3%Reduced
Financial Management Professionals, Inc.64$2.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC75$2.00K0.00%+1+1.4%Added
Retirement Group, LLC60$2.00K0.00%+60New
Moisand Fitzgerald Tamayo, LLC69$1.89K0.00%+39+130.0%Added
Manchester Capital Management LLC64$1.75K0.00%+64New
First Horizon Advisors, Inc.62$1.70K0.00%−413−86.9%Reduced
Farther Finance Advisors, LLC51$1.40K0.00%+51New
Disciplined Investments, LLC45$1.23K0.00%−10−18.2%Reduced
SOA Wealth Advisors, LLC.44$1.22K0.00%00.0%Unchanged
SJS Investment Consulting Inc.42$1.15K0.00%+20+90.9%Added
KB Financial Partners, LLC49$1.00K0.00%00.0%Unchanged
Grove Bank & Trust40$1.00K0.00%+40New
Steward Financial Group LLC38$1.00K0.00%+38New
Raffa Wealth Management, LLC35$9600.00%00.0%Unchanged
CVA Family Office, LLC35$9600.00%+35New
New Millennium Group LLC34$9320.00%+34New
Eagle Bay Advisors LLC31$8430.00%00.0%Unchanged
Coastal Capital Group, Inc.29$7220.00%+1+3.6%Added
Ruedi Wealth Management, Inc.21$5760.00%+21New
TFC Financial Management19$5260.00%00.0%Unchanged
Lee Financial Co13$3560.00%00.0%Unchanged
True Wealth Design, LLC10$2740.00%+10New
WestEnd Advisors, LLC9$2470.00%+3+50.0%Added
Baker Avenue Asset Management, LP8$2190.00%+8New
McClarren Financial Advisors, Inc.22$00.00%00.0%Unchanged
Nomura Holdings Inc0$00.00%−2,289,637−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−745,784−100.0%Sold out
Summit Global Investments0$00.00%−256,544−100.0%Sold out
Duality Advisers, LP0$00.00%−181,638−100.0%Sold out
Magnetar Financial LLC0$00.00%−140,893−100.0%Sold out
Two Sigma Investments, LP0$00.00%−123,806−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−121,579−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−117,600−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−108,288−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−101,840−100.0%Sold out
PEAK6 Investments LLC0$00.00%−92,330−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−79,199−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−76,654−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−70,500−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−53,042−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−53,740−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−51,588−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−43,185−100.0%Sold out
Toews Corp0$00.00%−39,500−100.0%Sold out
Ergoteles LLC0$00.00%−38,181−100.0%Sold out
FORA Capital, LLC0$00.00%−36,482−100.0%Sold out
Weiss Asset Management LP0$00.00%−34,550−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−28,899−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−21,530−100.0%Sold out