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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 2,000 | $55.3K | 0.00% | −152−7.1% | Reduced |
| Global Retirement Partners, LLC | 1,995 | $55.2K | 0.00% | −31−1.5% | Reduced |
| Monetary Management Group Inc | 1,955 | $54.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,922 | $53.2K | 0.00% | +369+23.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,900 | $52.5K | 0.00% | +1,500+375.0% | Added |
| SYSTM Wealth Solutions LLC | 1,780 | $49.2K | 0.01% | +11+0.6% | Added |
| Meeder Asset Management Inc | 1,769 | $48.9K | 0.00% | −5,297−75.0% | Reduced |
| Loomis Sayles & Co L P | 1,649 | $46.0K | 0.00% | −354−17.7% | Reduced |
| Archer Investment Corp | 1,537 | $42.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,534 | $42.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,500 | $41.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,500 | $41.5K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,486 | $41.1K | 0.00% | +375+33.8% | Added |
| Massmutual Trust Co FSB | 1,379 | $38.1K | 0.00% | −40−2.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,425 | $37.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,275 | $35.3K | 0.02% | +13+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,224 | $33.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,200 | $33.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 1,146 | $31.7K | 0.01% | −70−5.8% | Reduced |
| First Financial Corp | 1,138 | $31.5K | 0.02% | +1,138 | New |
| Whittier Trust Co of Nevada Inc | 1,135 | $31.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,122 | $31.0K | 0.00% | +1,122 | New |
| Boyd Watterson Asset Management LLC | 1,076 | $29.8K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,072 | $29.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,000 | $27.7K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 900 | $24.7K | 0.01% | +200+28.6% | Added |
| Private Trust Co NA | 891 | $24.6K | 0.00% | −12−1.3% | Reduced |
| Logan Capital Management Inc | 878 | $24.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 756 | $20.9K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 735 | $20.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 705 | $20.0K | 0.01% | +181+34.5% | Added |
| FinTrust Capital Advisors, LLC | 721 | $20.0K | 0.00% | +3+0.4% | Added |
| Salomon & Ludwin, LLC | 715 | $19.8K | 0.00% | +715 | New |
| Caldwell Trust Co | 708 | $19.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 693 | $19.2K | 0.00% | −514−42.6% | Reduced |
| AlphaMark Advisors, LLC | 700 | $19.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 651 | $18.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 650 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 620 | $17.0K | 0.00% | −35−5.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 611 | $16.9K | 0.00% | +611 | New |
| FRG Family Wealth Advisors LLC | 600 | $16.7K | 0.00% | +600 | New |
| Parkside Financial Bank & Trust | 546 | $15.1K | 0.00% | +161+41.8% | Added |
| LRI Investments, LLC | 534 | $14.8K | 0.00% | +534 | New |
| Perkins Coie Trust Co | 521 | $14.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 510 | $14.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 500 | $13.8K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $13.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 500 | $13.8K | 0.01% | +500 | New |
| First Personal Financial Services | 445 | $12.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 441 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 430 | $11.9K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 424 | $11.7K | 0.00% | −26−5.8% | Reduced |
| West Branch Capital LLC | 400 | $11.1K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 396 | $10.9K | 0.01% | +4+1.0% | Added |
| Key Financial Inc | 378 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 371 | $10.3K | 0.00% | +78+26.6% | Added |
| National Pension Service | 362 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 359 | $9.93K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 355 | $9.82K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 330 | $9.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 313 | $8.72K | 0.00% | −63−16.8% | Reduced |
| Pinnacle Bancorp, Inc. | 301 | $8.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 299 | $8.27K | 0.00% | −31−9.4% | Reduced |
| Assetmark, Inc | 297 | $8.21K | 0.00% | −361−54.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 294 | $8.13K | 0.00% | −135−31.5% | Reduced |
| Pingora Partners LLC | 280 | $7.75K | 0.01% | +280 | New |
| Zions Bancorporation, N.A. | 272 | $7.52K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 257 | $7.09K | 0.00% | −256−49.9% | Reduced |
| Coston, McIsaac & Partners | 282 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 250 | $6.92K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 250 | $6.92K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 241 | $6.67K | 0.00% | +174+259.7% | Added |
| Creative Financial Designs Inc | 226 | $6.25K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 216 | $5.97K | 0.00% | +216 | New |
| New Covenant Trust Company, N.A. | 210 | $5.81K | 0.01% | +210 | New |
| CoreCap Advisors, LLC | 208 | $5.75K | 0.00% | +208 | New |
| Hexagon Capital Partners LLC | 203 | $5.62K | 0.00% | +11+5.7% | Added |
| Brown Brothers Harriman & Co | 201 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 181 | $5.01K | 0.00% | +19+11.7% | Added |
| FSA Wealth Management LLC | 181 | $5.01K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 215 | $5.00K | 0.00% | −25−10.4% | Reduced |
| Smartleaf Asset Management LLC | 163 | $4.47K | 0.00% | +145+805.6% | Added |
| Smithfield Trust Co | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 134 | $3.71K | 0.00% | +134 | New |
| Caitlin John, LLC | 132 | $3.65K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 130 | $3.59K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 120 | $3.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 114 | $3.15K | 0.00% | +12+11.8% | Added |
| MB, Levis & Associates, LLC | 111 | $3.07K | 0.00% | +1+0.9% | Added |
| MV Capital Management, Inc. | 110 | $3.04K | 0.00% | +5+4.8% | Added |
| Harvest Fund Management Co., Ltd | 103 | $3.00K | 0.00% | −424−80.5% | Reduced |
| Cornerstone Planning Group LLC | 100 | $2.85K | 0.00% | +21+26.6% | Added |
| Sugarloaf Wealth Management, LLC | 96 | $2.65K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 93 | $2.57K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 93 | $2.57K | 0.00% | +93 | New |
| Riggs Asset Managment Co. Inc. | 86 | $2.38K | 0.00% | +86 | New |
| Winch Advisory Services, LLC | 78 | $2.17K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $2.08K | 0.00% | 00.0% | Unchanged |