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, Q3 2024
Institutional positions in Nisource Inc. as of Sep 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
- 687
- +54 vs. Q2 2024
- Shares held
- 444.3M
- +49.6M (+12.6%) vs. Q2 2024
- Total value
- $15.4B
- +$4.02B (+35.3%) vs. Q2 2024
- New holders
- 105
- 237 more added
- Sold out
- 51
- 233 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barrett & Company, Inc. | 650 | $22.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 651 | $22.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 659 | $22.8K | 0.00% | +451+216.8% | Added |
| Covestor Ltd | 672 | $23.0K | 0.01% | −2,333−77.6% | Reduced |
| Parkside Financial Bank & Trust | 670 | $23.2K | 0.00% | +124+22.7% | Added |
| AlphaMark Advisors, LLC | 700 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 693 | $24.0K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 735 | $25.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 750 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 792 | $27.4K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 814 | $28.2K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 839 | $29.1K | 0.00% | +13+1.6% | Added |
| TD Waterhouse Canada Inc. | 858 | $29.9K | 0.00% | +82+10.6% | Added |
| Logan Capital Management Inc | 878 | $30.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 891 | $30.9K | 0.00% | +10+1.1% | Added |
| Manchester Capital Management LLC | 932 | $32.3K | 0.00% | +40+4.5% | Added |
| First Financial Corp | 954 | $33.1K | 0.02% | −184−16.2% | Reduced |
| GeoWealth Management, LLC | 961 | $33.3K | 0.00% | +961 | New |
| Capital Performance Advisors LLP | 962 | $33.3K | 0.01% | +962 | New |
| West Paces Advisors Inc. | 972 | $33.7K | 0.01% | −100−9.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,000 | $34.6K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,016 | $35.2K | 0.01% | +1,016 | New |
| MCF Advisors LLC | 1,018 | $35.3K | 0.00% | +156+18.1% | Added |
| Smartleaf Asset Management LLC | 1,078 | $37.1K | 0.00% | +756+234.8% | Added |
| Boyd Watterson Asset Management LLC | 1,076 | $37.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,090 | $37.8K | 0.01% | +1,090 | New |
| Armstrong Advisory Group, Inc | 1,102 | $38.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,122 | $38.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,135 | $39.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,170 | $40.5K | 0.00% | −30−2.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,246 | $43.2K | 0.00% | +22+1.8% | Added |
| Rise Advisors, LLC | 1,297 | $44.9K | 0.02% | +11+0.9% | Added |
| Hemington Wealth Management | 1,292 | $45.0K | 0.01% | +1,292 | New |
| Cromwell Holdings LLC | 1,315 | $45.6K | 0.03% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 1,293 | $46.9K | 0.03% | +1,293 | New |
| Legacy Wealth Managment, LLC | 1,293 | $46.9K | 0.03% | +1,293 | New |
| Leonteq Securities AG | 1,419 | $49.2K | 0.01% | +1,356+2,152.4% | Added |
| Friedenthal Financial | 1,445 | $50.1K | 0.03% | +1,445 | New |
| Harbor Investment Advisory, LLC | 1,500 | $52.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,500 | $52.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,515 | $52.5K | 0.00% | +126+9.1% | Added |
| Motco | 1,522 | $52.7K | 0.01% | +1,402+1,168.3% | Added |
| JFS Wealth Advisors, LLC | 1,550 | $53.7K | 0.00% | +1,254+423.6% | Added |
| Strategic Investment Solutions, Inc. | 1,671 | $57.9K | 0.02% | +171+11.4% | Added |
| Sentry Investment Management LLC | 1,668 | $58.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,716 | $59.0K | 0.00% | +32+1.9% | Added |
| Quadrant Capital Group LLC | 1,878 | $65.1K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,955 | $67.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,055 | $71.2K | 0.00% | −334−14.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,214 | $76.7K | 0.01% | +2,214 | New |
| iA Global Asset Management Inc. | 2,259 | $78.0K | 0.00% | +2,259 | New |
| Lindbrook Capital, LLC | 2,340 | $81.1K | 0.01% | +137+6.2% | Added |
| Amica Retiree Medical Trust | 2,387 | $83.0K | 0.07% | +2,387 | New |
| Allworth Financial LP | 2,483 | $86.0K | 0.00% | −2,057−45.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,503 | $86.7K | 0.00% | −871−25.8% | Reduced |
| Tobam | 2,501 | $87.0K | 0.02% | +544+27.8% | Added |
| Creekmur Asset Management LLC | 2,534 | $87.8K | 0.02% | −309−10.9% | Reduced |
| Gen-Wealth Partners Inc | 2,549 | $89.5K | 0.04% | −669−20.8% | Reduced |
| Quarry LP | 2,690 | $93.2K | 0.03% | +2,690 | New |
| Principal Securities, Inc. | 2,851 | $98.8K | 0.00% | +517+22.2% | Added |
| Harbour Investments, Inc. | 3,060 | $106.0K | 0.00% | +42+1.4% | Added |
| GWM Advisors LLC | 3,175 | $110.0K | 0.00% | −10,196−76.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,293 | $114.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,442 | $119.3K | 0.00% | +369+12.0% | Added |
| Mather Group, LLC. | 3,491 | $121.0K | 0.00% | −736−17.4% | Reduced |
| Frazier Financial Advisors, LLC | 3,625 | $125.6K | 0.10% | −355−8.9% | Reduced |
| Ronald Blue Trust, Inc. | 4,598 | $132.5K | 0.00% | +1,105+31.6% | Added |
| Centaurus Financial, Inc. | 3,900 | $135.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,908 | $135.4K | 0.00% | +1,117+40.0% | Added |
| HM Payson & Co | 3,921 | $135.9K | 0.00% | +8+0.2% | Added |
| Sound Income Strategies, LLC | 3,969 | $137.5K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 4,000 | $138.6K | 0.01% | −1,000−20.0% | Reduced |
| Hartford Financial Management Inc. | 4,000 | $138.6K | 0.03% | −100−2.4% | Reduced |
| IFP Advisors, Inc | 4,007 | $138.8K | 0.01% | +89+2.3% | Added |
| Catalyst Funds Management Pty Ltd | 4,200 | $145.5K | 0.03% | +4,200 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,478 | $155.2K | 0.03% | +4,478 | New |
| Danske Bank A/S | 4,678 | $162.1K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5,638 | $162.4K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,769 | $165.2K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,975 | $172.4K | 0.01% | +4,722+1,866.4% | Added |
| Indiana Trust & Investment Management CO | 5,237 | $181.5K | 0.06% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 5,348 | $185.4K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,400 | $187.1K | 0.01% | +4,600+575.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 5,400 | $187.1K | 0.10% | +5,400 | New |
| Washington Trust Advisors, Inc. | 5,625 | $194.9K | 0.02% | +80+1.4% | Added |
| Virtus ETF Advisers LLC | 5,762 | $199.7K | 0.09% | −993−14.7% | Reduced |
| Alaska Permanent Fund Corp | 5,780 | $200.3K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 5,793 | $200.7K | 0.00% | +5,793 | New |
| Signaturefd, LLC | 5,844 | $202.5K | 0.00% | +102+1.8% | Added |
| Wedbush Securities Inc | 5,861 | $203.0K | 0.01% | +5,861 | New |
| 44 Wealth Management LLC | 5,784 | $204.2K | 0.07% | +5,784 | New |
| Evolution Advisers, Inc. | 5,932 | $205.0K | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,105 | $210.0K | 0.01% | −1,857−23.3% | Reduced |
| Continuum Advisory, LLC | 5,844 | $210.5K | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6,216 | $215.4K | 0.01% | −3,746−37.6% | Reduced |
| CIBC Private Wealth Group, LLC | 6,356 | $220.2K | 0.00% | +1,140+21.9% | Added |
| Skyline Advisors, Inc. | 6,373 | $220.8K | 0.09% | +6,373 | New |
| PGGM Investments | 6,498 | $225.0K | 0.00% | +6,498 | New |
| Morningstar Investment Management LLC | 6,593 | $226.0K | 0.02% | −1,613−19.7% | Reduced |
| Intrua Financial, LLC | 6,524 | $226.1K | 0.04% | −683−9.5% | Reduced |