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, Q2 2024
Institutional positions in Nisource Inc. as of Jun 30, 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
- 638
- +14 vs. Q1 2024
- Shares held
- 437.7M
- +14.2M (+3.4%) vs. Q1 2024
- Total value
- $12.6B
- +$900.1M (+7.7%) vs. Q1 2024
- New holders
- 67
- 259 more added
- Sold out
- 53
- 201 more reduced
9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lumbard & Kellner, LLC | 8,000 | $230.5K | 0.11% | 00.0% | Unchanged |
| Cedrus LLC | 8,027 | $231.3K | 0.12% | −247−3.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 8,062 | $231.4K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 8,127 | $234.1K | 0.01% | +8,127 | New |
| Bedel Financial Consulting, Inc. | 8,151 | $234.8K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,152 | $234.9K | 0.00% | +8,152 | New |
| Personal Cfo Solutions, LLC | 8,157 | $235.0K | 0.04% | +195+2.4% | Added |
| Morningstar Investment Management LLC | 8,206 | $236.0K | 0.02% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 8,527 | $245.7K | 0.06% | +45+0.5% | Added |
| Raymond James Trust N.A. | 8,551 | $246.4K | 0.01% | −623−6.8% | Reduced |
| Coastal Investment Advisors, Inc. | 8,569 | $246.9K | 0.05% | −497−5.5% | Reduced |
| Teacher Retirement System of Texas | 8,699 | $251.0K | 0.00% | −2,671−23.5% | Reduced |
| Spreng Capital Management, Inc. | 8,800 | $253.5K | 0.13% | −1,700−16.2% | Reduced |
| International Assets Investment Management, LLC | 8,842 | $254.7K | 0.02% | −3,736−29.7% | Reduced |
| Umb Bank N A | 8,897 | $256.3K | 0.00% | +81+0.9% | Added |
| Atria Investments LLC | 8,979 | $258.7K | 0.00% | +8,979 | New |
| Kestra Advisory Services, LLC | 9,048 | $260.7K | 0.00% | +1,508+20.0% | Added |
| Total Clarity Wealth Management, Inc. | 9,050 | $260.7K | 0.09% | +9,050 | New |
| Gotham Asset Management, LLC | 9,072 | $261.4K | 0.00% | +9,072 | New |
| McKinley Carter Wealth Services, Inc. | 9,258 | $266.7K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 9,264 | $266.9K | 0.05% | +181+2.0% | Added |
| Brown Brothers Harriman & Co | 9,410 | $271.1K | 0.00% | +9,209+4,581.6% | Added |
| Nomura Holdings Inc | 9,514 | $274.1K | 0.00% | +9,514 | New |
| HBK Sorce Advisory LLC | 9,558 | $275.4K | 0.01% | +12+0.1% | Added |
| Toroso Investments, LLC | 9,564 | $275.5K | 0.00% | −164−1.7% | Reduced |
| Bridgefront Capital, LLC | 9,673 | $278.7K | 0.12% | +9,673 | New |
| Vestmark Advisory Solutions, Inc. | 9,693 | $279.3K | 0.01% | +2,407+33.0% | Added |
| IHT Wealth Management, LLC | 9,850 | $283.8K | 0.01% | +9,850 | New |
| White Knight Strategic Wealth Advisors, LLC | 9,870 | $284.4K | 0.28% | −80−0.8% | Reduced |
| Oppenheimer Asset Management Inc. | 9,932 | $286.1K | 0.00% | +9,932 | New |
| NJ State Employees Deferred Compensation Plan | 10,000 | $288.1K | 0.04% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 10,003 | $288.2K | 0.01% | +10,003 | New |
| Commerce Bank | 10,012 | $288.4K | 0.00% | +912+10.0% | Added |
| Coldstream Capital Management Inc | 10,043 | $289.3K | 0.01% | −306−3.0% | Reduced |
| Fifth Third Bancorp | 10,048 | $289.5K | 0.00% | +201+2.0% | Added |
| Verdence Capital Advisors LLC | 10,214 | $294.3K | 0.03% | +158+1.6% | Added |
| Engineers Gate Manager LP | 10,434 | $300.6K | 0.01% | −53,910−83.8% | Reduced |
| Walleye Capital LLC | 10,703 | $308.4K | 0.00% | −7,307−40.6% | Reduced |
| Keene & Associates, Inc. | 10,740 | $309.4K | 0.25% | +210+2.0% | Added |
| HighPoint Advisor Group LLC | 9,962 | $313.0K | 0.02% | +1,571+18.7% | Added |
| Vantage Consulting Group Inc | 11,035 | $317.9K | 0.24% | −693−5.9% | Reduced |
| Resources Investment Advisors, LLC. | 11,046 | $318.2K | 0.00% | +3,255+41.8% | Added |
| SageView Advisory Group, LLC | 11,236 | $323.7K | 0.02% | +11,236 | New |
| Valeo Financial Advisors, LLC | 11,321 | $326.2K | 0.01% | −360−3.1% | Reduced |
| Warren Averett Asset Management, LLC | 11,363 | $327.4K | 0.01% | +687+6.4% | Added |
| Chicago Trust Co NA | 11,409 | $328.7K | 0.07% | +763+7.2% | Added |
| Horizon Investment Services, LLC | 11,598 | $334.1K | 0.16% | −57−0.5% | Reduced |
| Seven Eight Capital, LP | 11,604 | $334.3K | 0.03% | +11,604 | New |
| GAMMA Investing LLC | 11,641 | $335.4K | 0.05% | +4,106+54.5% | Added |
| Vontobel Holding Ltd. | 12,005 | $345.9K | 0.00% | +1,875+18.5% | Added |
| Prossimo Advisors, LLC | 12,050 | $347.0K | 0.31% | +600+5.2% | Added |
| Squarepoint Ops LLC | 12,149 | $350.0K | 0.00% | −63,281−83.9% | Reduced |
| Advisory Services Network, LLC | 12,394 | $357.1K | 0.01% | −676−5.2% | Reduced |
| Keybank National Association | 12,643 | $364.2K | 0.00% | +2,401+23.4% | Added |
| Virtus Investment Advisers, Inc. | 12,694 | $365.7K | 0.31% | −3,184−20.1% | Reduced |
| Beacon Pointe Advisors, LLC | 12,865 | $370.6K | 0.00% | −370−2.8% | Reduced |
| NEOS Investment Management LLC | 13,180 | $379.7K | 0.02% | +3,984+43.3% | Added |
| GWM Advisors LLC | 13,371 | $385.2K | 0.00% | +9,308+229.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,388 | $385.7K | 0.00% | +840+6.7% | Added |
| MAI Capital Management | 13,425 | $386.8K | 0.00% | +82+0.6% | Added |
| Integrated Wealth Concepts LLC | 13,464 | $387.9K | 0.01% | +1,140+9.3% | Added |
| Empirical Finance, LLC | 13,498 | $388.9K | 0.02% | −793−5.5% | Reduced |
| Frontier Capital Management Co LLC | 13,534 | $389.9K | 0.00% | +13,534 | New |
| United Services Automobile Association | 13,635 | $392.8K | 0.01% | −1,212−8.2% | Reduced |
| International Private Wealth Advisors LLC | 13,785 | $397.1K | 0.67% | +915+7.1% | Added |
| Prelude Capital Management, LLC | 13,829 | $398.4K | 0.03% | −8,124−37.0% | Reduced |
| Metis Global Partners, LLC | 14,108 | $406.5K | 0.01% | +477+3.5% | Added |
| Tokio Marine Asset Management Co Ltd | 14,111 | $406.5K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 14,129 | $407.1K | 0.00% | +60.0% | Added |
| Gladstone Institutional Advisory LLC | 14,148 | $407.6K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 14,268 | $411.1K | 0.01% | +1,150+8.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,460 | $416.6K | 0.03% | +817+6.0% | Added |
| Tyler-Stone Wealth Management | 14,711 | $423.8K | 0.17% | −400−2.6% | Reduced |
| William Blair Investment Management, LLC | 14,900 | $429.3K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 15,025 | $432.9K | 0.01% | +5,157+52.3% | Added |
| Regions Financial Corp | 15,195 | $437.8K | 0.00% | +334+2.2% | Added |
| Holistic Financial Partners | 15,292 | $440.6K | 0.22% | −127−0.8% | Reduced |
| Ostrum Asset Management | 15,923 | $458.7K | 0.04% | −1,238−7.2% | Reduced |
| Norinchukin Bank, The | 16,007 | $461.2K | 0.01% | +1,402+9.6% | Added |
| Alan B. Lancz & Associates, Inc. | 16,115 | $464.3K | 0.46% | +16,115 | New |
| Horizon Bancorp Inc | 16,197 | $467.0K | 0.22% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 16,471 | $474.5K | 0.21% | +16,471 | New |
| Occudo Quantitative Strategies LP | 16,717 | $481.6K | 0.09% | +16,717 | New |
| O'Shaughnessy Asset Management, LLC | 16,744 | $482.4K | 0.00% | +5,153+44.5% | Added |
| Csenge Advisory Group | 16,791 | $483.7K | 0.03% | −724−4.1% | Reduced |
| Kimelman & Baird, LLC | 17,500 | $504.2K | 0.04% | +17,500 | New |
| Transcend Wealth Collective, LLC | 17,683 | $509.4K | 0.04% | +5,023+39.7% | Added |
| Centennial Wealth Advisory LLC | 17,823 | $513.5K | 0.22% | +1,376+8.4% | Added |
| Level Four Advisory Services, LLC | 17,932 | $516.6K | 0.02% | −834−4.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,023 | $519.2K | 0.00% | −594−3.2% | Reduced |
| Bleakley Financial Group, LLC | 18,023 | $519.2K | 0.01% | −1,087−5.7% | Reduced |
| Simplicity Wealth,LLC | 18,023 | $519.2K | 0.01% | −1,043−5.5% | Reduced |
| Venturi Wealth Management, LLC | 18,113 | $521.8K | 0.03% | −2,570−12.4% | Reduced |
| Everence Capital Management Inc | 19,060 | $531.0K | 0.04% | 00.0% | Unchanged |
| Ti-Trust, Inc | 18,950 | $546.0K | 0.42% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 19,077 | $553.2K | 0.00% | +7,667+67.2% | Added |
| Crumly & Associates Inc. | 19,314 | $556.4K | 0.16% | +733+3.9% | Added |
| Vestcor Inc | 19,456 | $561.0K | 0.02% | −27,762−58.8% | Reduced |
| Crossmark Global Holdings, Inc. | 19,577 | $564.0K | 0.01% | −60−0.3% | Reduced |
| Los Angeles Capital Management LLC | 19,897 | $573.2K | 0.00% | +217+1.1% | Added |