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 2023
Institutional positions in Nisource Inc. as of Dec 31, 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
- 610
- +39 vs. Q3 2023
- Shares held
- 409.3M
- +16.9M (+4.3%) vs. Q3 2023
- Total value
- $10.9B
- +$1.19B (+12.3%) vs. Q3 2023
- New holders
- 99
- 226 more added
- Sold out
- 60
- 202 more reduced
14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 878 | $23.3K | 0.00% | −300−25.5% | Reduced |
| Missouri Trust & Investment Co | 900 | $23.9K | 0.01% | +654+265.9% | Added |
| Private Trust Co NA | 903 | $24.0K | 0.00% | +290+47.3% | Added |
| Caldwell Sutter Capital, Inc. | 1,000 | $26.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,022 | $27.1K | 0.00% | +1,022 | New |
| Farther Finance Advisors, LLC | 1,022 | $27.1K | 0.00% | −398−28.0% | Reduced |
| West Paces Advisors Inc. | 1,072 | $28.5K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,076 | $28.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,111 | $29.5K | 0.00% | −319−22.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,135 | $30.1K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,194 | $31.7K | 0.00% | +1,194 | New |
| Delta Asset Management LLC | 1,200 | $31.9K | 0.00% | −10−0.8% | Reduced |
| Quent Capital, LLC | 1,207 | $32.0K | 0.00% | +100+9.0% | Added |
| Global X Japan Co., Ltd. | 1,216 | $32.3K | 0.02% | +1,216 | New |
| Plante Moran Financial Advisors, LLC | 1,224 | $32.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,262 | $33.5K | 0.02% | +12+1.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,346 | $35.7K | 0.01% | +1,346 | New |
| Massmutual Trust Co FSB | 1,419 | $37.7K | 0.00% | −120−7.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,425 | $37.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,500 | $39.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,500 | $39.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,510 | $40.1K | 0.00% | −52−3.3% | Reduced |
| St Germain D J Co Inc | 1,534 | $40.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,537 | $40.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,553 | $41.2K | 0.00% | +491+46.2% | Added |
| Glassman Wealth Services | 1,721 | $45.7K | 0.01% | −5−0.3% | Reduced |
| SYSTM Wealth Solutions LLC | 1,769 | $47.0K | 0.01% | +1,769 | New |
| Steward Partners Investment Advisory, LLC | 1,775 | $47.1K | 0.00% | −916−34.0% | Reduced |
| Penserra Capital Management LLC | 1,879 | $49.0K | 0.00% | −401−17.6% | Reduced |
| Principal Securities, Inc. | 1,870 | $49.6K | 0.00% | +1,870 | New |
| Quarry LP | 1,885 | $50.0K | 0.03% | +1,885 | New |
| Monetary Management Group Inc | 1,955 | $51.9K | 0.02% | −1,000−33.8% | Reduced |
| Loomis Sayles & Co L P | 2,003 | $53.0K | 0.00% | −606−23.2% | Reduced |
| Sentry Investment Management LLC | 2,010 | $53.0K | 0.02% | −216−9.7% | Reduced |
| Global Retirement Partners, LLC | 2,026 | $53.2K | 0.00% | +328+19.3% | Added |
| Quadrant Capital Group LLC | 2,152 | $57.1K | 0.00% | −1,214−36.1% | Reduced |
| Tobam | 2,293 | $61.0K | 0.01% | +2,237+3,994.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,596 | $68.9K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,837 | $75.3K | 0.02% | +2,837 | New |
| Ronald Blue Trust, Inc. | 3,228 | $80.0K | 0.00% | +463+16.7% | Added |
| Allworth Financial LP | 3,054 | $81.1K | 0.00% | +875+40.2% | Added |
| Strategic Investment Solutions, Inc. | 3,171 | $84.2K | 0.01% | −196,602−98.4% | Reduced |
| Indiana Trust & Investment Management CO | 3,758 | $99.8K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,028 | $106.9K | 0.00% | +802+24.9% | Added |
| Sound Income Strategies, LLC | 4,044 | $107.4K | 0.01% | +75+1.9% | Added |
| Hartford Financial Management Inc. | 4,100 | $108.9K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,100 | $109.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4,262 | $113.2K | 0.10% | +4,262 | New |
| HM Payson & Co | 4,363 | $115.8K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 5,000 | $123.4K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,769 | $126.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,775 | $127.0K | 0.00% | +642+15.5% | Added |
| Avalon Trust Co | 5,000 | $132.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,293 | $141.0K | 0.00% | −2,142−28.8% | Reduced |
| UniSuper Management Pty Ltd | 5,326 | $141.4K | 0.00% | +2,526+90.2% | Added |
| Washington Trust Advisors, Inc. | 5,451 | $144.7K | 0.01% | +42+0.8% | Added |
| Signaturefd, LLC | 5,519 | $146.5K | 0.00% | +14+0.3% | Added |
| Richardson Financial Services Inc. | 5,533 | $146.9K | 0.13% | +5,533 | New |
| Wetzel Investment Advisors, Inc. | 5,948 | $158.0K | 0.10% | +5,948 | New |
| Evolution Advisers, Inc. | 5,932 | $160.0K | 0.10% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 6,185 | $164.0K | 0.00% | +451+7.9% | Added |
| Horizon Investments, LLC | 6,283 | $165.1K | 0.00% | +110+1.8% | Added |
| GAMMA Investing LLC | 6,838 | $177.6K | 0.05% | +6,838 | New |
| State of Wyoming | 6,981 | $185.3K | 0.03% | +311+4.7% | Added |
| V-Square Quantitative Management LLC | 7,008 | $186.1K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,066 | $187.6K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,491 | $198.9K | 0.13% | +177+2.4% | Added |
| Cetera Advisors LLC | 7,558 | $200.7K | 0.00% | +7,558 | New |
| Personal Cfo Solutions, LLC | 7,693 | $204.2K | 0.04% | +7,693 | New |
| Cedrus LLC | 7,791 | $206.9K | 0.13% | +7,791 | New |
| Axq Capital, LP | 7,800 | $207.1K | 0.06% | +7,800 | New |
| Resources Investment Advisors, LLC. | 7,823 | $207.7K | 0.00% | +7,823 | New |
| Coldstream Capital Management Inc | 7,878 | $209.2K | 0.01% | +7,878 | New |
| Lumbard & Kellner, LLC | 8,000 | $212.4K | 0.12% | +8,000 | New |
| 3Chopt Investment Partners, LLC | 8,008 | $212.6K | 0.08% | +8,008 | New |
| Continuum Advisory, LLC | 8,014 | $212.8K | 0.03% | +8,014 | New |
| Hutchens & Kramer Investment Management Group, LLC | 8,062 | $214.0K | 0.15% | +8,062 | New |
| Bedel Financial Consulting, Inc. | 8,151 | $216.4K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 8,206 | $218.0K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8,226 | $218.4K | 0.05% | +8,226 | New |
| Inceptionr LLC | 8,253 | $219.1K | 0.16% | +8,253 | New |
| TD Waterhouse Canada Inc. | 6,416 | $220.9K | 0.00% | +3,580+126.2% | Added |
| Nomura Holdings Inc | 8,330 | $221.2K | 0.00% | +8,330 | New |
| Coastal Investment Advisors, Inc. | 8,436 | $224.0K | 0.05% | −2,386−22.0% | Reduced |
| StrategIQ Financial Group, LLC | 8,476 | $225.0K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 8,499 | $225.6K | 0.06% | +12+0.1% | Added |
| Westover Capital Advisors, LLC | 8,530 | $226.5K | 0.07% | −74,647−89.7% | Reduced |
| Oppenheimer Asset Management Inc. | 8,557 | $227.2K | 0.00% | +8,557 | New |
| IFP Advisors, Inc | 8,594 | $228.2K | 0.01% | −5,442−38.8% | Reduced |
| HighPoint Advisor Group LLC | 8,450 | $229.0K | 0.02% | +8,450 | New |
| PDS Planning, Inc | 8,651 | $229.7K | 0.03% | −209−2.4% | Reduced |
| Umb Bank N A | 8,775 | $233.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 8,888 | $236.0K | 0.02% | +8,888 | New |
| Everhart Financial Group, Inc. | 8,913 | $236.6K | 0.08% | −4,345−32.8% | Reduced |
| Raymond James Trust N.A. | 8,930 | $237.1K | 0.01% | +414+4.9% | Added |
| Keybank National Association | 9,162 | $243.3K | 0.00% | +9,162 | New |
| White Knight Strategic Wealth Advisors, LLC | 9,180 | $243.7K | 0.28% | +9,180 | New |
| Fifth Third Bancorp | 9,187 | $243.9K | 0.00% | +470+5.4% | Added |
| Toroso Investments, LLC | 9,229 | $245.0K | 0.01% | +569+6.6% | Added |
| McKinley Carter Wealth Services, Inc. | 9,258 | $245.8K | 0.02% | 00.0% | Unchanged |