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 |
|---|---|---|---|---|---|
| Foster Dykema Cabot & Co Inc | 733 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 670 | $16.5K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 650 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 613 | $15.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 560 | $13.8K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 536 | $13.2K | 0.00% | +15+2.9% | Added |
| Covestor Ltd | 526 | $13.0K | 0.01% | −284−35.1% | Reduced |
| Harvest Fund Management Co., Ltd | 527 | $13.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 510 | $12.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 500 | $12.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 496 | $12.2K | 0.00% | +70+16.4% | Added |
| Jefferies Financial Group Inc. | 490 | $12.1K | 0.00% | −19,247−97.5% | Reduced |
| First Personal Financial Services | 445 | $11.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 441 | $10.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 408 | $10.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $9.87K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 359 | $9.82K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 388 | $9.58K | 0.01% | +388 | New |
| EverSource Wealth Advisors, LLC | 383 | $9.46K | 0.00% | −451−54.1% | Reduced |
| Brown Brothers Harriman & Co | 379 | $9.35K | 0.00% | +201+112.9% | Added |
| Key Financial Inc | 378 | $9.33K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 362 | $9.32K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 375 | $9.26K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 370 | $9.13K | 0.00% | +370 | New |
| Householder Group Estate & Retirement Specialist, LLC | 355 | $8.76K | 0.00% | +355 | New |
| Crewe Advisors LLC | 335 | $8.27K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 330 | $8.14K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 327 | $8.07K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 301 | $7.43K | 0.00% | −44−12.8% | Reduced |
| Desjardins Global Asset Management Inc. | 291 | $7.18K | 0.00% | −315−52.0% | Reduced |
| North Star Investment Management Corp. | 274 | $6.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 257 | $6.34K | 0.00% | −54−17.4% | Reduced |
| Fortis Group Advisors, LLC | 257 | $6.33K | 0.00% | +257 | New |
| Farmers & Merchants Investments Inc | 250 | $6.17K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 248 | $6.12K | 0.00% | +18+7.8% | Added |
| Missouri Trust & Investment Co | 246 | $6.07K | 0.00% | +246 | New |
| Coston, McIsaac & Partners | 282 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 226 | $5.58K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 193 | $4.76K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 164 | $4.05K | 0.00% | −13−7.3% | Reduced |
| Capital Advisors, Ltd. LLC | 153 | $4.00K | 0.00% | +139+992.9% | Added |
| Red Tortoise LLC | 135 | $3.33K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 132 | $3.28K | 0.00% | +1+0.8% | Added |
| Smithfield Trust Co | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 130 | $3.00K | 0.00% | +130 | New |
| Glen Eagle Advisors, LLC | 118 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 116 | $2.86K | 0.00% | +19+19.6% | Added |
| Macroview Investment Management LLC | 116 | $2.86K | 0.00% | +116 | New |
| MB, Levis & Associates, LLC | 109 | $2.69K | 0.00% | +1+0.9% | Added |
| Manchester Capital Management LLC | 101 | $2.49K | 0.00% | +87+621.4% | Added |
| Sugarloaf Wealth Management, LLC | 96 | $2.37K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 93 | $2.30K | 0.00% | +93 | New |
| Northwest Investment Counselors, LLC | 90 | $2.22K | 0.00% | +90 | New |
| Valley National Advisers Inc | 100 | $2.00K | 0.00% | +60+150.0% | Added |
| Financial Management Professionals, Inc. | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 77 | $2.00K | 0.00% | +1+1.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 70 | $2.00K | 0.00% | −6−7.9% | Reduced |
| Cornerstone Planning Group LLC | 79 | $1.95K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 78 | $1.93K | 0.00% | −116−59.8% | Reduced |
| Whittier Trust Co | 77 | $1.90K | 0.00% | +77 | New |
| Hollencrest Capital Management | 75 | $1.85K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 62 | $1.53K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $1.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $1.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 46 | $1.14K | 0.00% | +8+21.1% | Added |
| SOA Wealth Advisors, LLC. | 46 | $1.13K | 0.00% | +1+2.2% | Added |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 28 | $1.00K | 0.00% | +28 | New |
| Tobam | 56 | $1.00K | 0.00% | +56 | New |
| Moisand Fitzgerald Tamayo, LLC | 39 | $963 | 0.00% | −30−43.5% | Reduced |
| Raffa Wealth Management, LLC | 35 | $864 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 30 | $740 | 0.00% | +30 | New |
| Ruedi Wealth Management, Inc. | 21 | $518 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $474 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $469 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $378 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 11 | $271 | 0.00% | +11 | New |
| True Wealth Design, LLC | 10 | $247 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $0 | 0.00% | +19+105.6% | Added |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −4,022,324−100.0% | Sold out |
| Empyrean Capital Partners, LP | 0 | $0 | 0.00% | −1,177,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −332,864−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −140,372−100.0% | Sold out |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −118,795−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −84,866−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −31,479−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −30,900−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −29,197−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −23,454−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −23,284−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −22,771−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −19,013−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −15,157−100.0% | Sold out |