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, Q3 2023
Institutional positions in Nisource Inc. as of Sep 30, 2023. 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
- 585
- +24 vs. Q2 2023
- Shares held
- 392.6M
- +5.62M (+1.5%) vs. Q2 2023
- Total value
- $9.69B
- −$900.7M (−8.5%) vs. Q2 2023
- New holders
- 70
- 215 more added
- Sold out
- 46
- 191 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 916 | $22.0B |
| Q1 2026 | 886 | $21.2B |
| Q4 2025 | 837 | $19.3B |
| Q3 2025 | 785 | $19.3B |
| Q2 2025 | 774 | $18.3B |
| Q1 2025 | 797 | $17.7B |
| Q4 2024 | 736 | $16.5B |
| Q3 2024 | 687 | $15.4B |
| Q2 2024 | 638 | $12.6B |
| Q1 2024 | 633 | $11.8B |
| Q4 2023 | 610 | $10.9B |
| Q3 2023 | 585 | $9.69B |
| Q2 2023 | 566 | $10.7B |
| Q1 2023 | 592 | $10.8B |
| Q4 2022 | 576 | $10.5B |
| Q3 2022 | 545 | $9.55B |
| Q2 2022 | 539 | $11.4B |
| Q1 2022 | 532 | $12.1B |
| Q4 2021 | 519 | $10.4B |
| Q3 2021 | 494 | $9.10B |
| Q2 2021 | 512 | $9.03B |
| Q1 2021 | 489 | $8.79B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 9,279 | $229.0K | 0.00% | +40+0.4% | Added |
| McKinley Carter Wealth Services, Inc. | 9,258 | $228.5K | 0.02% | −865−8.5% | Reduced |
| Mastrapasqua Asset Management Inc | 9,178 | $226.5K | 0.03% | +402+4.6% | Added |
| HB Wealth Management, LLC | 9,110 | $224.8K | 0.00% | +9,110 | New |
| Virtus Investment Advisers, Inc. | 9,100 | $224.6K | 0.15% | +9,100 | New |
| QRG Capital Management, Inc. | 9,042 | $223.2K | 0.00% | +9,042 | New |
| PDS Planning, Inc | 8,860 | $218.7K | 0.03% | +271+3.2% | Added |
| Diametric Capital, LP | 8,834 | $218.0K | 0.09% | +8,834 | New |
| Commerce Bank | 8,799 | $217.2K | 0.00% | −113−1.3% | Reduced |
| Umb Bank N A | 8,775 | $216.6K | 0.00% | +95+1.1% | Added |
| Fifth Third Bancorp | 8,717 | $215.1K | 0.00% | +292+3.5% | Added |
| Toroso Investments, LLC | 8,660 | $213.7K | 0.01% | +8,660 | New |
| Raymond James Trust N.A. | 8,516 | $210.2K | 0.01% | +326+4.0% | Added |
| Regent Peak Wealth Advisors LLC | 8,487 | $209.5K | 0.06% | +17+0.2% | Added |
| StrategIQ Financial Group, LLC | 8,476 | $209.2K | 0.02% | −450−5.0% | Reduced |
| Valeo Financial Advisors, LLC | 8,433 | $208.1K | 0.01% | +338+4.2% | Added |
| Kestra Advisory Services, LLC | 8,392 | $207.1K | 0.00% | +8,392 | New |
| Morningstar Investment Management LLC | 8,206 | $203.0K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 8,199 | $202.4K | 0.02% | +8,199 | New |
| Bedel Financial Consulting, Inc. | 8,151 | $201.2K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 8,151 | $201.2K | 0.04% | +8,151 | New |
| Bessemer Group Inc | 7,435 | $184.0K | 0.00% | +25+0.3% | Added |
| Virtus ETF Advisers LLC | 7,314 | $180.5K | 0.11% | −1,031−12.4% | Reduced |
| Meeder Asset Management Inc | 7,066 | $174.4K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 7,008 | $173.0K | 0.08% | +7,008 | New |
| State of Wyoming | 6,670 | $164.6K | 0.04% | −1,143−14.6% | Reduced |
| Horizon Investments, LLC | 6,173 | $150.8K | 0.00% | −386−5.9% | Reduced |
| Evolution Advisers, Inc. | 5,932 | $146.0K | 0.11% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,734 | $142.0K | 0.01% | +888+18.3% | Added |
| Signaturefd, LLC | 5,505 | $135.9K | 0.00% | −655−10.6% | Reduced |
| Washington Trust Advisors, Inc. | 5,409 | $133.5K | 0.01% | +209+4.0% | Added |
| Avalon Trust Co | 5,000 | $123.4K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 5,000 | $123.4K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,769 | $117.7K | 0.00% | −589−11.0% | Reduced |
| Tyler-Stone Wealth Management | 4,748 | $117.0K | 0.07% | +100+2.2% | Added |
| Sutton Wealth Advisors Inc. | 4,567 | $112.7K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 4,363 | $107.7K | 0.00% | 00.0% | Unchanged |
| Ossiam | 4,307 | $106.3K | 0.00% | +1,248+40.8% | Added |
| Ci Investments Inc. | 4,133 | $102.0K | 0.00% | +21+0.5% | Added |
| Hartford Financial Management Inc. | 4,100 | $101.2K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,100 | $101.0K | 0.01% | −175−4.1% | Reduced |
| Sound Income Strategies, LLC | 3,969 | $98.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 3,886 | $95.9K | 0.00% | +3,886 | New |
| Indiana Trust & Investment Management CO | 3,758 | $92.7K | 0.05% | +3,758 | New |
| Quadrant Capital Group LLC | 3,366 | $83.1K | 0.01% | −1,076−24.2% | Reduced |
| TD Waterhouse Canada Inc. | 2,836 | $83.0K | 0.00% | +1,829+181.6% | Added |
| GWM Advisors LLC | 3,226 | $79.6K | 0.00% | −192−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,765 | $75.0K | 0.00% | +613+28.5% | Added |
| Johnson Midwest Financial, LLC | 3,010 | $74.3K | 0.17% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,955 | $72.9K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,900 | $71.6K | 0.01% | +2,900 | New |
| UniSuper Management Pty Ltd | 2,800 | $69.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,691 | $66.4K | 0.00% | +119+4.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,596 | $64.1K | 0.00% | −1,764−40.5% | Reduced |
| Loomis Sayles & Co L P | 2,609 | $64.0K | 0.00% | +720+38.1% | Added |
| Authentikos Wealth Advisory, LLC | 2,502 | $61.7K | 0.06% | +2,502 | New |
| Kapitalo Investimentos Ltda | 2,352 | $58.0K | 0.01% | −8,864−79.0% | Reduced |
| Penserra Capital Management LLC | 2,280 | $56.0K | 0.00% | −375−14.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,229 | $55.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,229 | $55.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,226 | $55.0K | 0.03% | +2,226 | New |
| Allworth Financial LP | 2,179 | $53.8K | 0.00% | +985+82.5% | Added |
| Trust Co | 2,141 | $52.8K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,726 | $42.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,704 | $42.1K | 0.01% | +246+16.9% | Added |
| Global Retirement Partners, LLC | 1,698 | $40.8K | 0.00% | +497+41.4% | Added |
| Harbour Investments, Inc. | 1,562 | $38.5K | 0.00% | +29+1.9% | Added |
| Massmutual Trust Co FSB | 1,539 | $38.0K | 0.00% | +16+1.1% | Added |
| Archer Investment Corp | 1,537 | $37.9K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,534 | $37.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,500 | $37.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,500 | $37.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,430 | $35.3K | 0.00% | −1−0.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,425 | $35.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,420 | $35.0K | 0.01% | +229+19.2% | Added |
| Rise Advisors, LLC | 1,250 | $30.8K | 0.02% | +12+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,224 | $30.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,210 | $29.9K | 0.00% | −50−4.0% | Reduced |
| Sandy Spring Bank | 1,197 | $29.5K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,178 | $29.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,135 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,107 | $27.3K | 0.00% | +311+39.1% | Added |
| Hantz Financial Services, Inc. | 1,104 | $27.0K | 0.00% | +4+0.4% | Added |
| Boyd Watterson Asset Management LLC | 1,076 | $26.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,072 | $26.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,062 | $26.2K | 0.00% | −1,030−49.2% | Reduced |
| FinTrust Capital Advisors, LLC | 1,033 | $25.5K | 0.01% | +327+46.3% | Added |
| Gradient Investments LLC | 1,018 | $25.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,000 | $24.7K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,000 | $24.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 972 | $24.0K | 0.01% | +972 | New |
| Deseret Mutual Benefit Administrators | 892 | $22.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 866 | $21.4K | 0.01% | +866 | New |
| Atlas Capital Advisors LLC | 856 | $21.1K | 0.00% | −434−33.6% | Reduced |
| BluePath Capital Management, LLC | 849 | $21.0K | 0.02% | +849 | New |
| Resurgent Financial Advisors LLC | 835 | $20.6K | 0.01% | +48+6.1% | Added |
| Bangor Savings Bank | 818 | $20.2K | 0.00% | −76−8.5% | Reduced |
| AlphaMark Advisors, LLC | 800 | $20.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 767 | $18.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 750 | $18.5K | 0.00% | 00.0% | Unchanged |