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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 6,558 | $227.2K | 0.01% | +6,558 | New |
| Morningstar Investment Services LLC | 6,682 | $230.0K | 0.00% | +6,682 | New |
| Stiles Financial Services Inc | 6,655 | $230.6K | 0.08% | +6,655 | New |
| Redmond Asset Management, LLC | 6,674 | $231.3K | 0.07% | +6,674 | New |
| Ci Investments Inc. | 6,704 | $232.0K | 0.00% | +726+12.1% | Added |
| Resonant Capital Advisors, LLC | 6,739 | $233.5K | 0.02% | +6,739 | New |
| White Knight Strategic Wealth Advisors, LLC | 6,745 | $233.7K | 0.21% | −3,125−31.7% | Reduced |
| Beck Bode, LLC | 6,766 | $234.4K | 0.04% | −431,747−98.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,818 | $236.2K | 0.01% | +6,818 | New |
| Hilltop Partners LLC | 6,892 | $238.8K | 0.08% | +6,892 | New |
| LVZ Advisors, Inc. | 6,897 | $239.0K | 0.03% | +6,897 | New |
| Wetzel Investment Advisors, Inc. | 6,948 | $240.7K | 0.12% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,001 | $242.6K | 0.00% | −5,864−45.6% | Reduced |
| Shepherd Financial Partners LLC | 7,011 | $242.9K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,012 | $243.0K | 0.01% | −155−2.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 7,050 | $244.3K | 0.08% | −2,000−22.1% | Reduced |
| HB Wealth Management, LLC | 7,072 | $245.1K | 0.00% | +7,072 | New |
| TownSquare Capital, LLC | 7,085 | $245.5K | 0.00% | +7,085 | New |
| Machina Capital S.A.S. | 7,301 | $253.0K | 0.10% | −9,170−55.7% | Reduced |
| Modern Wealth Management, LLC | 7,360 | $255.0K | 0.02% | +16+0.2% | Added |
| Sage Mountain Advisors LLC | 7,404 | $256.5K | 0.02% | +7,404 | New |
| Meiji Yasuda Asset Management Co Ltd. | 7,420 | $257.1K | 0.01% | −430−5.5% | Reduced |
| Invst, LLC | 7,426 | $257.3K | 0.03% | +61+0.8% | Added |
| Aviva PLC | 7,474 | $259.0K | 0.00% | +7,474 | New |
| PDS Planning, Inc | 7,563 | $262.1K | 0.02% | +75+1.0% | Added |
| United Capital Financial Advisers, LLC | 7,684 | $266.3K | 0.00% | +555+7.8% | Added |
| Sustainable Insight Capital Management, LLC | 7,700 | $266.8K | 0.12% | +7,700 | New |
| State of Wyoming | 7,742 | $268.3K | 0.04% | +7,742 | New |
| Kestra Advisory Services, LLC | 7,889 | $273.3K | 0.00% | −1,159−12.8% | Reduced |
| Capstone Investment Advisors, LLC | 7,920 | $274.4K | 0.01% | −69−0.9% | Reduced |
| Boothbay Fund Management, LLC | 7,943 | $275.2K | 0.01% | +7,943 | New |
| Ballentine Partners, LLC | 7,953 | $275.6K | 0.00% | +45+0.6% | Added |
| Lumbard & Kellner, LLC | 8,000 | $277.2K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 8,031 | $278.3K | 0.01% | −96−1.2% | Reduced |
| RSM US Wealth Management LLC | 7,996 | $278.5K | 0.00% | +876+12.3% | Added |
| Synovus Financial Corp | 8,068 | $279.6K | 0.00% | +8,068 | New |
| Hutchens & Kramer Investment Management Group, LLC | 8,062 | $280.8K | 0.16% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 8,151 | $282.4K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 8,167 | $283.0K | 0.04% | +10+0.1% | Added |
| Dark Forest Capital Management LP | 8,205 | $284.3K | 0.04% | +8,205 | New |
| Bridgefront Capital, LLC | 8,265 | $286.4K | 0.11% | −1,408−14.6% | Reduced |
| Colony Group, LLC | 8,448 | $292.7K | 0.00% | +8,448 | New |
| Regent Peak Wealth Advisors LLC | 8,537 | $295.8K | 0.07% | +10+0.1% | Added |
| Aurora Investment Counsel | 8,738 | $302.8K | 0.16% | −53,851−86.0% | Reduced |
| Chicago Partners Investment Group LLC | 8,584 | $303.1K | 0.01% | +8,584 | New |
| Principal Street Partners, LLC | 8,851 | $303.3K | 0.05% | −413−4.5% | Reduced |
| Regions Financial Corp | 8,765 | $303.7K | 0.00% | −6,430−42.3% | Reduced |
| Raymond James Trust N.A. | 8,793 | $304.7K | 0.01% | +242+2.8% | Added |
| Umb Bank N A | 8,897 | $308.3K | 0.00% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 8,916 | $309.2K | 0.17% | +8,916 | New |
| Kapitalo Investimentos Ltda | 9,096 | $315.2K | 0.08% | +9,096 | New |
| McKinley Carter Wealth Services, Inc. | 9,258 | $320.8K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 9,387 | $325.2K | 0.01% | +9,387 | New |
| Atria Investments LLC | 9,444 | $327.2K | 0.00% | +465+5.2% | Added |
| Brown Brothers Harriman & Co | 9,500 | $329.2K | 0.00% | +90+1.0% | Added |
| HBK Sorce Advisory LLC | 9,548 | $330.8K | 0.01% | −10−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 9,747 | $337.7K | 0.00% | −185−1.9% | Reduced |
| Valeo Financial Advisors, LLC | 9,926 | $344.0K | 0.01% | −1,395−12.3% | Reduced |
| IHT Wealth Management, LLC | 9,989 | $346.1K | 0.01% | +139+1.4% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $346.5K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,056 | $348.0K | 0.02% | +10,056 | New |
| Atria Wealth Solutions, Inc. | 10,075 | $349.1K | 0.00% | +1,923+23.6% | Added |
| Vontobel Holding Ltd. | 10,179 | $352.7K | 0.00% | −1,826−15.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,258 | $355.4K | 0.01% | +565+5.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,271 | $356.0K | 0.01% | −18,202−63.9% | Reduced |
| Advisory Services Network, LLC | 12,394 | $357.1K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 10,440 | $361.7K | 0.03% | −18,060−63.4% | Reduced |
| Prudential PLC | 10,473 | $362.9K | 0.00% | +10,473 | New |
| Coldstream Capital Management Inc | 10,457 | $363.1K | 0.01% | +414+4.1% | Added |
| Keene & Associates, Inc. | 10,610 | $367.6K | 0.28% | −130−1.2% | Reduced |
| Ossiam | 10,633 | $368.4K | 0.01% | +10,633 | New |
| Verdence Capital Advisors LLC | 10,731 | $371.8K | 0.03% | +517+5.1% | Added |
| SageView Advisory Group, LLC | 10,957 | $379.7K | 0.02% | −279−2.5% | Reduced |
| Commerce Bank | 11,012 | $381.6K | 0.00% | +1,000+10.0% | Added |
| Fifth Third Bancorp | 11,128 | $385.6K | 0.00% | +1,080+10.7% | Added |
| Resources Investment Advisors, LLC. | 11,279 | $390.8K | 0.00% | +233+2.1% | Added |
| Warren Averett Asset Management, LLC | 11,588 | $401.5K | 0.01% | +225+2.0% | Added |
| Horizon Investment Services, LLC | 11,753 | $407.3K | 0.17% | +155+1.3% | Added |
| United Services Automobile Association | 11,824 | $409.7K | 0.01% | −1,811−13.3% | Reduced |
| Prossimo Advisors, LLC | 12,130 | $420.0K | 0.31% | +80+0.7% | Added |
| Natixis | 12,235 | $423.9K | 0.00% | −224,767−94.8% | Reduced |
| Archer Investment Corp | 12,237 | $424.0K | 0.11% | +10,700+696.2% | Added |
| V-Square Quantitative Management LLC | 12,683 | $439.5K | 0.06% | +5,005+65.2% | Added |
| International Private Wealth Advisors LLC | 12,981 | $449.8K | 0.66% | −804−5.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,279 | $460.1K | 0.03% | −1,181−8.2% | Reduced |
| We Are One Seven, LLC | 13,303 | $460.9K | 0.02% | +13,303 | New |
| MAI Capital Management | 13,417 | $464.9K | 0.00% | −8−0.1% | Reduced |
| Frontier Capital Management Co LLC | 13,494 | $467.6K | 0.00% | −40−0.3% | Reduced |
| Keybank National Association | 13,514 | $468.3K | 0.00% | +871+6.9% | Added |
| Integrated Wealth Concepts LLC | 13,731 | $475.8K | 0.01% | +267+2.0% | Added |
| William Blair Investment Management, LLC | 13,732 | $475.8K | 0.00% | −1,168−7.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,771 | $477.2K | 0.00% | +13,771 | New |
| Empirical Finance, LLC | 13,926 | $482.5K | 0.03% | +428+3.2% | Added |
| Worldquant Millennium Advisors LLC | 13,952 | $483.4K | 0.00% | +6,080+77.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,985 | $484.2K | 0.00% | +597+4.5% | Added |
| Virtus Investment Advisers, Inc. | 14,015 | $485.6K | 0.38% | +1,321+10.4% | Added |
| EP Wealth Advisors, LLC | 14,099 | $488.5K | 0.00% | +14,099 | New |
| Tokio Marine Asset Management Co Ltd | 14,111 | $488.9K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 14,148 | $490.2K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 14,215 | $492.6K | 0.01% | −53−0.4% | Reduced |