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, Q1 2024
Institutional positions in Nisource Inc. as of Mar 31, 2024. 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
- 633
- +32 vs. Q4 2023
- Shares held
- 424.9M
- +15.7M (+3.8%) vs. Q4 2023
- Total value
- $11.8B
- +$885.9M (+8.2%) vs. Q4 2023
- New holders
- 83
- 255 more added
- Sold out
- 51
- 189 more reduced
9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 9,066 | $250.8K | 0.05% | +630+7.5% | Added |
| Principal Street Partners, LLC | 9,083 | $251.6K | 0.05% | +857+10.4% | Added |
| Commerce Bank | 9,100 | $251.7K | 0.00% | −916−9.1% | Reduced |
| Raymond James Trust N.A. | 9,174 | $253.8K | 0.01% | +244+2.7% | Added |
| NEOS Investment Management LLC | 9,196 | $254.4K | 0.02% | +9,196 | New |
| McKinley Carter Wealth Services, Inc. | 9,258 | $256.1K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,546 | $264.0K | 0.01% | +9,546 | New |
| CIBC Private Wealth Group, LLC | 9,666 | $265.6K | 0.00% | +9,666 | New |
| Tower Research Capital LLC (TRC) | 9,638 | $266.6K | 0.01% | −27,570−74.1% | Reduced |
| Toroso Investments, LLC | 9,728 | $269.1K | 0.00% | +499+5.4% | Added |
| Fifth Third Bancorp | 9,847 | $272.4K | 0.00% | +660+7.2% | Added |
| QRG Capital Management, Inc. | 9,868 | $272.9K | 0.00% | −2,369−19.4% | Reduced |
| TD Waterhouse Canada Inc. | 7,531 | $274.2K | 0.00% | +1,115+17.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 9,950 | $275.2K | 0.29% | +770+8.4% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $276.6K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,056 | $278.1K | 0.03% | +10,056 | New |
| Vontobel Holding Ltd. | 10,130 | $280.2K | 0.00% | +10,130 | New |
| Kestra Private Wealth Services, LLC | 10,220 | $282.7K | 0.01% | −783−7.1% | Reduced |
| Keybank National Association | 10,242 | $283.3K | 0.00% | +1,080+11.8% | Added |
| Coldstream Capital Management Inc | 10,349 | $286.3K | 0.01% | +2,471+31.4% | Added |
| Spreng Capital Management, Inc. | 10,500 | $290.4K | 0.16% | −420−3.8% | Reduced |
| Keene & Associates, Inc. | 10,530 | $291.3K | 0.22% | +525+5.2% | Added |
| Chicago Trust Co NA | 10,646 | $294.5K | 0.06% | +10,646 | New |
| Warren Averett Asset Management, LLC | 10,676 | $295.3K | 0.01% | +10,676 | New |
| Teacher Retirement System of Texas | 11,370 | $314.0K | 0.00% | −7,620−40.1% | Reduced |
| Rakuten Investment Management, Inc. | 11,410 | $315.6K | 0.00% | +10,388+1,016.4% | Added |
| Prossimo Advisors, LLC | 11,450 | $317.0K | 0.61% | +1,780+18.4% | Added |
| O'Shaughnessy Asset Management, LLC | 11,591 | $320.6K | 0.00% | +11,591 | New |
| Horizon Investment Services, LLC | 11,655 | $322.4K | 0.16% | −855−6.8% | Reduced |
| Vantage Consulting Group Inc | 11,728 | $324.4K | 0.21% | −142−1.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,897 | $329.1K | 0.02% | −3,218−21.3% | Reduced |
| Valeo Financial Advisors, LLC | 11,681 | $329.2K | 0.01% | −2,438−17.3% | Reduced |
| Degroof Petercam Asset Management | 12,000 | $331.9K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,017 | $332.4K | 0.01% | +12,017 | New |
| Axq Capital, LP | 12,100 | $334.7K | 0.08% | +4,300+55.1% | Added |
| Capstone Investment Advisors, LLC | 12,135 | $335.7K | 0.01% | +12,135 | New |
| Integrated Wealth Concepts LLC | 12,324 | $340.9K | 0.00% | −1,164−8.6% | Reduced |
| MQS Management LLC | 12,476 | $345.1K | 0.20% | +12,476 | New |
| International Assets Investment Management, LLC | 12,578 | $345.6K | 0.04% | +1,830+17.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,548 | $347.1K | 0.00% | +325+2.7% | Added |
| Oak Thistle LLC | 12,619 | $349.0K | 0.31% | −26,900−68.1% | Reduced |
| Transcend Wealth Collective, LLC | 12,660 | $350.2K | 0.03% | +12,660 | New |
| Savant Capital, LLC | 12,698 | $351.2K | 0.00% | +889+7.5% | Added |
| Man Group plc | 12,737 | $352.3K | 0.00% | +12,737 | New |
| International Private Wealth Advisors LLC | 12,870 | $356.0K | 0.69% | +12,870 | New |
| CAPROCK Group, Inc. | 12,899 | $356.8K | 0.02% | +1,686+15.0% | Added |
| AXA S.A. | 12,932 | $357.7K | 0.00% | +12,932 | New |
| Advisory Services Network, LLC | 13,070 | $361.5K | 0.01% | +548+4.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,118 | $362.8K | 0.01% | +37+0.3% | Added |
| Beacon Pointe Advisors, LLC | 13,235 | $366.1K | 0.00% | +59+0.4% | Added |
| MAI Capital Management | 13,343 | $369.1K | 0.00% | +1,200+9.9% | Added |
| Worldquant Millennium Advisors LLC | 13,520 | $374.0K | 0.00% | +13,520 | New |
| Metis Global Partners, LLC | 13,631 | $377.0K | 0.01% | +256+1.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,643 | $377.4K | 0.03% | −1,080−7.3% | Reduced |
| Walleye Trading LLC | 13,765 | $380.7K | 0.01% | −44,067−76.2% | Reduced |
| CWM, LLC | 14,110 | $390.0K | 0.00% | +1,073+8.2% | Added |
| Tokio Marine Asset Management Co Ltd | 14,111 | $390.3K | 0.02% | +624+4.6% | Added |
| Johnson Investment Counsel Inc | 14,123 | $390.7K | 0.00% | +60.0% | Added |
| Gladstone Institutional Advisory LLC | 14,148 | $391.3K | 0.02% | −910−6.0% | Reduced |
| Empirical Finance, LLC | 14,291 | $395.3K | 0.02% | +490+3.6% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 14,571 | $403.0K | 0.53% | −526−3.5% | Reduced |
| Norinchukin Bank, The | 14,605 | $404.0K | 0.01% | −191−1.3% | Reduced |
| Prudential PLC | 14,650 | $405.2K | 0.00% | −350,377−96.0% | Reduced |
| United Services Automobile Association | 14,847 | $410.7K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 14,861 | $411.1K | 0.00% | +165+1.1% | Added |
| William Blair Investment Management, LLC | 14,900 | $412.1K | 0.00% | +14,900 | New |
| Tyler-Stone Wealth Management | 15,111 | $418.0K | 0.19% | +3,263+27.5% | Added |
| Holistic Financial Partners | 15,419 | $426.5K | 0.22% | +15+0.1% | Added |
| Profund Advisors LLC | 15,430 | $426.8K | 0.02% | −1,276−7.6% | Reduced |
| Virtus Investment Advisers, Inc. | 15,878 | $439.2K | 0.31% | −1,697−9.7% | Reduced |
| Boothbay Fund Management, LLC | 15,973 | $441.8K | 0.01% | +3,385+26.9% | Added |
| Horizon Bancorp Inc | 16,197 | $448.0K | 0.21% | −766−4.5% | Reduced |
| Wealthfront Advisers LLC | 16,443 | $454.8K | 0.00% | +1,671+11.3% | Added |
| Centennial Wealth Advisory LLC | 16,447 | $454.9K | 0.21% | +577+3.6% | Added |
| Metropolitan Life Insurance Co | 16,673 | $461.2K | 0.02% | −148−0.9% | Reduced |
| Ostrum Asset Management | 17,161 | $474.7K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 17,515 | $484.5K | 0.03% | +121+0.7% | Added |
| Bayesian Capital Management, LP | 17,600 | $486.8K | 0.05% | +17,600 | New |
| Centiva Capital, LP | 17,931 | $496.0K | 0.03% | −8,039−31.0% | Reduced |
| Walleye Capital LLC | 18,010 | $498.2K | 0.01% | −840−4.5% | Reduced |
| Level Four Advisory Services, LLC | 18,766 | $498.2K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 18,066 | $499.7K | 0.05% | +1,906+11.8% | Added |
| Everhart Financial Group, Inc. | 18,291 | $505.9K | 0.15% | +9,378+105.2% | Added |
| Crumly & Associates Inc. | 18,581 | $514.0K | 0.14% | +566+3.1% | Added |
| Northwestern Mutual Wealth Management Co | 18,617 | $514.9K | 0.00% | +1,042+5.9% | Added |
| FCG Investment Co | 18,627 | $515.2K | 0.41% | +2,028+12.2% | Added |
| Fox Run Management, L.L.C. | 18,834 | $520.9K | 0.11% | +18,834 | New |
| Ti-Trust, Inc | 18,950 | $524.2K | 0.39% | 00.0% | Unchanged |
| Spirit of America Management Corp | 19,000 | $525.5K | 0.11% | +2,000+11.8% | Added |
| Everence Capital Management Inc | 19,060 | $527.0K | 0.03% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 19,066 | $527.4K | 0.01% | +19,066 | New |
| Bleakley Financial Group, LLC | 19,110 | $528.6K | 0.02% | +345+1.8% | Added |
| Pathway Financial Advisers, LLC | 19,195 | $530.9K | 0.19% | +2,445+14.6% | Added |
| Stableford Capital II LLC | 19,499 | $539.3K | 0.22% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 19,637 | $544.0K | 0.01% | −80−0.4% | Reduced |
| Los Angeles Capital Management LLC | 19,680 | $544.3K | 0.00% | −167−0.8% | Reduced |
| Veriti Management LLC | 19,914 | $550.8K | 0.04% | +2,723+15.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 20,000 | $553.2K | 0.17% | 00.0% | Unchanged |
| Nordea Investment Management AB | 20,654 | $568.3K | 0.00% | +3,821+22.7% | Added |
| Venturi Wealth Management, LLC | 20,683 | $572.1K | 0.04% | −1,998−8.8% | Reduced |