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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 1,135 | $30.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,111 | $29.5K | 0.00% | −319−22.3% | Reduced |
| Boyd Watterson Asset Management LLC | 1,076 | $28.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,072 | $28.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,022 | $27.1K | 0.00% | −398−28.0% | Reduced |
| Rakuten Investment Management, Inc. | 1,022 | $27.1K | 0.00% | +1,022 | New |
| Caldwell Sutter Capital, Inc. | 1,000 | $26.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 903 | $24.0K | 0.00% | +290+47.3% | Added |
| Missouri Trust & Investment Co | 900 | $23.9K | 0.01% | +654+265.9% | Added |
| Logan Capital Management Inc | 878 | $23.3K | 0.00% | −300−25.5% | Reduced |
| PSI Advisors, LLC | 866 | $23.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 865 | $23.0K | 0.01% | +30+3.6% | Added |
| Colonial Trust Advisors | 756 | $20.1K | 0.00% | +6+0.8% | Added |
| Transcendent Capital Group LLC | 735 | $19.5K | 0.01% | +735 | New |
| FinTrust Capital Advisors, LLC | 718 | $19.1K | 0.00% | −315−30.5% | Reduced |
| AlphaMark Advisors, LLC | 700 | $19.0K | 0.01% | −100−12.5% | Reduced |
| Caldwell Trust Co | 708 | $18.8K | 0.00% | −59−7.7% | Reduced |
| Main Street Group, LTD | 700 | $18.6K | 0.01% | +700 | New |
| Mendota Financial Group, LLC | 670 | $17.8K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 658 | $17.5K | 0.00% | +658 | New |
| Deseret Mutual Benefit Administrators | 651 | $17.3K | 0.01% | −241−27.0% | Reduced |
| Barrett & Company, Inc. | 650 | $17.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 655 | $17.0K | 0.00% | −449−40.7% | Reduced |
| Jones Financial Companies LLLP | 603 | $16.0K | 0.00% | +276+84.4% | Added |
| Harvest Fund Management Co., Ltd | 527 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 524 | $14.0K | 0.01% | −2−0.4% | Reduced |
| Perkins Coie Trust Co | 521 | $13.8K | 0.00% | −15−2.8% | Reduced |
| Fortis Group Advisors, LLC | 513 | $13.6K | 0.00% | +256+99.6% | Added |
| Central Trust Co | 510 | $13.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $13.3K | 0.00% | +500 | New |
| Johnson Financial Group, Inc. | 450 | $11.9K | 0.00% | −18,325−97.6% | Reduced |
| First Personal Financial Services | 445 | $11.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 441 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 430 | $11.4K | 0.01% | +430 | New |
| Bartlett & Co. Wealth Management LLC | 429 | $11.4K | 0.00% | −1,800−80.8% | Reduced |
| Bartlett & Co. LLC | 429 | $11.0K | 0.00% | −1,800−80.8% | Reduced |
| West Branch Capital LLC | 400 | $10.6K | 0.00% | −160−28.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 392 | $10.4K | 0.01% | +4+1.0% | Added |
| Parkside Financial Bank & Trust | 385 | $10.2K | 0.00% | −1,319−77.4% | Reduced |
| Key Financial Inc | 378 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 376 | $9.98K | 0.00% | −7−1.8% | Reduced |
| National Pension Service | 362 | $9.61K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 355 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 359 | $8.86K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 330 | $8.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 330 | $8.76K | 0.00% | +73+28.4% | Added |
| Pinnacle Bancorp, Inc. | 301 | $7.99K | 0.00% | +108+56.0% | Added |
| Sandy Spring Bank | 293 | $7.78K | 0.00% | −904−75.5% | Reduced |
| Desjardins Global Asset Management Inc. | 291 | $7.72K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 290 | $7.70K | 0.00% | +260+866.7% | Added |
| Zions Bancorporation, N.A. | 272 | $7.22K | 0.00% | −29−9.6% | Reduced |
| Coston, McIsaac & Partners | 282 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 250 | $6.64K | 0.00% | −24−8.8% | Reduced |
| Farmers & Merchants Investments Inc | 250 | $6.64K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 226 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 240 | $6.00K | 0.00% | +140+140.0% | Added |
| Brown Brothers Harriman & Co | 201 | $5.34K | 0.00% | −178−47.0% | Reduced |
| American State Bank (Iowa) | 200 | $5.31K | 0.00% | −175−46.7% | Reduced |
| Whittier Trust Co | 200 | $5.31K | 0.00% | +123+159.7% | Added |
| Hexagon Capital Partners LLC | 192 | $5.10K | 0.00% | −304−61.3% | Reduced |
| TSFG, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 181 | $5.00K | 0.00% | +181 | New |
| Raleigh Capital Management Inc. | 163 | $4.33K | 0.00% | +163 | New |
| Bell Investment Advisors, Inc | 162 | $4.30K | 0.00% | +46+39.7% | Added |
| Smithfield Trust Co | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 134 | $3.56K | 0.00% | +2+1.5% | Added |
| Caitlin John, LLC | 132 | $3.51K | 0.00% | +132 | New |
| Glen Eagle Advisors, LLC | 130 | $3.44K | 0.00% | +12+10.2% | Added |
| Sachetta, LLC | 120 | $3.19K | 0.00% | +120 | New |
| MB, Levis & Associates, LLC | 110 | $2.92K | 0.00% | +1+0.9% | Added |
| MV Capital Management, Inc. | 105 | $2.79K | 0.00% | −59−36.0% | Reduced |
| First Horizon Advisors, Inc. | 102 | $2.71K | 0.00% | +40+64.5% | Added |
| AdvisorNet Financial, Inc | 99 | $2.63K | 0.00% | +21+26.9% | Added |
| Sugarloaf Wealth Management, LLC | 96 | $2.55K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 93 | $2.47K | 0.00% | +93 | New |
| Cornerstone Planning Group LLC | 79 | $2.10K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 78 | $2.06K | 0.00% | +1+1.3% | Added |
| Coppell Advisory Solutions LLC | 77 | $2.04K | 0.00% | +77 | New |
| Capital Advisors, Ltd. LLC | 61 | $2.00K | 0.00% | −92−60.1% | Reduced |
| Financial Management Professionals, Inc. | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $1.99K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 74 | $1.97K | 0.00% | +74 | New |
| Fortitude Family Office, LLC | 67 | $1.78K | 0.00% | +67 | New |
| Leonteq Securities AG | 65 | $1.73K | 0.00% | +65 | New |
| Retirement Group, LLC | 60 | $1.59K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $1.27K | 0.00% | −8−14.3% | Reduced |
| SOA Wealth Advisors, LLC. | 46 | $1.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 45 | $1.20K | 0.00% | +45 | New |
| SJS Investment Consulting Inc. | 42 | $1.12K | 0.00% | −4−8.7% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $983 | 0.00% | +37 | New |
| EntryPoint Capital, LLC | 37 | $982 | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 35 | $929 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $850 | 0.00% | +13+68.4% | Added |
| Dunhill Financial, LLC | 27 | $715 | 0.00% | +27 | New |
| Ruedi Wealth Management, Inc. | 21 | $558 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $510 | 0.00% | 00.0% | Unchanged |