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 |
|---|---|---|---|---|---|
| FJ Investments, LLC | 10,476 | $278.1K | 0.01% | +10,476 | New |
| Virtu Financial LLC | 10,380 | $276.0K | 0.02% | +10,380 | New |
| CWA Asset Management Group, LLC | 10,122 | $268.7K | 0.02% | +10,122 | New |
| Commerce Bank | 10,016 | $265.9K | 0.00% | +1,217+13.8% | Added |
| Keene & Associates, Inc. | 10,005 | $265.6K | 0.22% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $265.5K | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 9,933 | $263.7K | 0.01% | +9,933 | New |
| Prossimo Advisors, LLC | 9,670 | $257.0K | 0.54% | +9,670 | New |
| Investment Management Corp of Ontario | 9,603 | $255.0K | 0.01% | −11,669−54.9% | Reduced |
| Aigen Investment Management, LP | 9,497 | $252.1K | 0.04% | −6,540−40.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 9,258 | $245.8K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 9,229 | $245.0K | 0.01% | +569+6.6% | Added |
| Fifth Third Bancorp | 9,187 | $243.9K | 0.00% | +470+5.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 9,180 | $243.7K | 0.28% | +9,180 | New |
| Keybank National Association | 9,162 | $243.3K | 0.00% | +9,162 | New |
| Raymond James Trust N.A. | 8,930 | $237.1K | 0.01% | +414+4.9% | Added |
| Everhart Financial Group, Inc. | 8,913 | $236.6K | 0.08% | −4,345−32.8% | Reduced |
| CSS LLC | 8,888 | $236.0K | 0.02% | +8,888 | New |
| Umb Bank N A | 8,775 | $233.0K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,651 | $229.7K | 0.03% | −209−2.4% | Reduced |
| HighPoint Advisor Group LLC | 8,450 | $229.0K | 0.02% | +8,450 | New |
| IFP Advisors, Inc | 8,594 | $228.2K | 0.01% | −5,442−38.8% | Reduced |
| Oppenheimer Asset Management Inc. | 8,557 | $227.2K | 0.00% | +8,557 | New |
| Westover Capital Advisors, LLC | 8,530 | $226.5K | 0.07% | −74,647−89.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 8,499 | $225.6K | 0.06% | +12+0.1% | Added |
| StrategIQ Financial Group, LLC | 8,476 | $225.0K | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 8,436 | $224.0K | 0.05% | −2,386−22.0% | Reduced |
| Nomura Holdings Inc | 8,330 | $221.2K | 0.00% | +8,330 | New |
| TD Waterhouse Canada Inc. | 6,416 | $220.9K | 0.00% | +3,580+126.2% | Added |
| Inceptionr LLC | 8,253 | $219.1K | 0.16% | +8,253 | New |
| Principal Street Partners, LLC | 8,226 | $218.4K | 0.05% | +8,226 | New |
| Morningstar Investment Management LLC | 8,206 | $218.0K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 8,151 | $216.4K | 0.04% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 8,062 | $214.0K | 0.15% | +8,062 | New |
| Continuum Advisory, LLC | 8,014 | $212.8K | 0.03% | +8,014 | New |
| 3Chopt Investment Partners, LLC | 8,008 | $212.6K | 0.08% | +8,008 | New |
| Lumbard & Kellner, LLC | 8,000 | $212.4K | 0.12% | +8,000 | New |
| Coldstream Capital Management Inc | 7,878 | $209.2K | 0.01% | +7,878 | New |
| Resources Investment Advisors, LLC. | 7,823 | $207.7K | 0.00% | +7,823 | New |
| Axq Capital, LP | 7,800 | $207.1K | 0.06% | +7,800 | New |
| Cedrus LLC | 7,791 | $206.9K | 0.13% | +7,791 | New |
| Personal Cfo Solutions, LLC | 7,693 | $204.2K | 0.04% | +7,693 | New |
| Cetera Advisors LLC | 7,558 | $200.7K | 0.00% | +7,558 | New |
| Virtus ETF Advisers LLC | 7,491 | $198.9K | 0.13% | +177+2.4% | Added |
| Meeder Asset Management Inc | 7,066 | $187.6K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 7,008 | $186.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 6,981 | $185.3K | 0.03% | +311+4.7% | Added |
| GAMMA Investing LLC | 6,838 | $177.6K | 0.05% | +6,838 | New |
| Horizon Investments, LLC | 6,283 | $165.1K | 0.00% | +110+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,185 | $164.0K | 0.00% | +451+7.9% | Added |
| Evolution Advisers, Inc. | 5,932 | $160.0K | 0.10% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5,948 | $158.0K | 0.10% | +5,948 | New |
| Richardson Financial Services Inc. | 5,533 | $146.9K | 0.13% | +5,533 | New |
| Signaturefd, LLC | 5,519 | $146.5K | 0.00% | +14+0.3% | Added |
| Washington Trust Advisors, Inc. | 5,451 | $144.7K | 0.01% | +42+0.8% | Added |
| UniSuper Management Pty Ltd | 5,326 | $141.4K | 0.00% | +2,526+90.2% | Added |
| Bessemer Group Inc | 5,293 | $141.0K | 0.00% | −2,142−28.8% | Reduced |
| Avalon Trust Co | 5,000 | $132.8K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,775 | $127.0K | 0.00% | +642+15.5% | Added |
| Ameritas Investment Partners, Inc. | 4,769 | $126.6K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 5,000 | $123.4K | 0.11% | 00.0% | Unchanged |
| HM Payson & Co | 4,363 | $115.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4,262 | $113.2K | 0.10% | +4,262 | New |
| Centaurus Financial, Inc. | 4,100 | $109.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 4,100 | $108.9K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,044 | $107.4K | 0.01% | +75+1.9% | Added |
| GWM Advisors LLC | 4,028 | $106.9K | 0.00% | +802+24.9% | Added |
| Indiana Trust & Investment Management CO | 3,758 | $99.8K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 3,171 | $84.2K | 0.01% | −196,602−98.4% | Reduced |
| Allworth Financial LP | 3,054 | $81.1K | 0.00% | +875+40.2% | Added |
| Ronald Blue Trust, Inc. | 3,228 | $80.0K | 0.00% | +463+16.7% | Added |
| Creekmur Asset Management LLC | 2,837 | $75.3K | 0.02% | +2,837 | New |
| Federation des caisses Desjardins du Quebec | 2,596 | $68.9K | 0.00% | 00.0% | Unchanged |
| Tobam | 2,293 | $61.0K | 0.01% | +2,237+3,994.6% | Added |
| Quadrant Capital Group LLC | 2,152 | $57.1K | 0.00% | −1,214−36.1% | Reduced |
| Global Retirement Partners, LLC | 2,026 | $53.2K | 0.00% | +328+19.3% | Added |
| 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 |
| Monetary Management Group Inc | 1,955 | $51.9K | 0.02% | −1,000−33.8% | Reduced |
| Quarry LP | 1,885 | $50.0K | 0.03% | +1,885 | New |
| Principal Securities, Inc. | 1,870 | $49.6K | 0.00% | +1,870 | New |
| Penserra Capital Management LLC | 1,879 | $49.0K | 0.00% | −401−17.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,775 | $47.1K | 0.00% | −916−34.0% | Reduced |
| SYSTM Wealth Solutions LLC | 1,769 | $47.0K | 0.01% | +1,769 | New |
| Glassman Wealth Services | 1,721 | $45.7K | 0.01% | −5−0.3% | Reduced |
| Lindbrook Capital, LLC | 1,553 | $41.2K | 0.00% | +491+46.2% | Added |
| Archer Investment Corp | 1,537 | $40.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,534 | $40.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,510 | $40.1K | 0.00% | −52−3.3% | Reduced |
| 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 |
| Armstrong Advisory Group, Inc | 1,425 | $37.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,419 | $37.7K | 0.00% | −120−7.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,346 | $35.7K | 0.01% | +1,346 | New |
| Rise Advisors, LLC | 1,262 | $33.5K | 0.02% | +12+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,224 | $32.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 1,216 | $32.3K | 0.02% | +1,216 | New |
| Quent Capital, LLC | 1,207 | $32.0K | 0.00% | +100+9.0% | Added |
| Delta Asset Management LLC | 1,200 | $31.9K | 0.00% | −10−0.8% | Reduced |
| PEAK6 Investments LLC | 1,194 | $31.7K | 0.00% | +1,194 | New |