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, Q4 2024
Institutional positions in Nisource Inc. as of Dec 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
- 736
- +59 vs. Q3 2024
- Shares held
- 448.8M
- +5.04M (+1.1%) vs. Q3 2024
- Total value
- $16.5B
- +$1.12B (+7.3%) vs. Q3 2024
- New holders
- 118
- 273 more added
- Sold out
- 59
- 231 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Virtus ETF Advisers LLC | 5,189 | $190.7K | 0.08% | −573−9.9% | Reduced |
| Indiana Trust & Investment Management CO | 5,237 | $192.5K | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,305 | $193.3K | 0.00% | −1,051−16.5% | Reduced |
| Richardson Financial Services Inc. | 5,279 | $193.7K | 0.14% | −359−6.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,400 | $198.5K | 0.11% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,400 | $198.5K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 5,495 | $202.0K | 0.01% | +5,495 | New |
| Cooper Financial Group | 5,533 | $203.4K | 0.02% | +5,533 | New |
| Total Clarity Wealth Management, Inc. | 5,550 | $204.0K | 0.07% | −1,500−21.3% | Reduced |
| Ostrum Asset Management | 5,633 | $207.1K | 0.02% | −10,486−65.1% | Reduced |
| Northwest & Ethical Investments L.P. | 5,648 | $207.4K | 0.01% | +300+5.6% | Added |
| Knollwood Investment Advisory, LLC | 5,671 | $208.5K | 0.02% | +5,671 | New |
| Washington Trust Advisors, Inc. | 5,688 | $209.1K | 0.02% | +63+1.1% | Added |
| Gamco Investors, Inc. Et Al | 5,700 | $209.5K | 0.00% | +5,700 | New |
| Wedbush Securities Inc | 5,700 | $210.0K | 0.01% | −161−2.7% | Reduced |
| Long Run Wealth Advisors, LLC | 5,735 | $210.8K | 0.05% | +5,735 | New |
| St Germain D J Co Inc | 5,735 | $210.8K | 0.01% | +760+15.3% | Added |
| PDS Planning, Inc | 5,736 | $210.8K | 0.02% | −1,827−24.2% | Reduced |
| Morningstar Investment Management LLC | 5,765 | $212.0K | 0.02% | −828−12.6% | Reduced |
| Vident Advisory, LLC | 5,771 | $212.2K | 0.00% | +5,771 | New |
| Alaska Permanent Fund Corp | 5,780 | $212.5K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,877 | $216.0K | 0.01% | +5,877 | New |
| Continuum Advisory, LLC | 5,898 | $216.8K | 0.03% | +54+0.9% | Added |
| Signaturefd, LLC | 5,909 | $217.2K | 0.00% | +65+1.1% | Added |
| Personal Cfo Solutions, LLC | 5,911 | $217.3K | 0.04% | −2,256−27.6% | Reduced |
| Evolution Advisers, Inc. | 5,932 | $218.0K | 0.12% | 00.0% | Unchanged |
| Ethic Inc. | 6,080 | $223.5K | 0.00% | +6,080 | New |
| Kapitalo Investimentos Ltda | 6,107 | $224.5K | 0.15% | −2,989−32.9% | Reduced |
| Summit Financial, LLC | 6,121 | $225.0K | 0.01% | +6,121 | New |
| Horizon Investments, LLC | 6,184 | $225.6K | 0.01% | +79+1.3% | Added |
| Merit Financial Group, LLC | 6,267 | $230.4K | 0.00% | +6,267 | New |
| Atomi Financial Group, Inc. | 6,329 | $232.7K | 0.01% | +6,329 | New |
| Brown Brothers Harriman & Co | 6,370 | $234.2K | 0.00% | −3,130−32.9% | Reduced |
| Skyline Advisors, Inc. | 6,373 | $234.3K | 0.09% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 6,379 | $234.5K | 0.00% | +586+10.1% | Added |
| Sage Mountain Advisors LLC | 6,424 | $236.1K | 0.02% | −980−13.2% | Reduced |
| Kestra Advisory Services, LLC | 6,438 | $236.7K | 0.00% | −1,451−18.4% | Reduced |
| Jacobi Capital Management LLC | 6,592 | $242.3K | 0.02% | +6,592 | New |
| HighPoint Advisor Group LLC | 6,405 | $244.8K | 0.01% | +189+3.0% | Added |
| RSM US Wealth Management LLC | 6,669 | $244.9K | 0.00% | −1,327−16.6% | Reduced |
| Redmond Asset Management, LLC | 6,674 | $245.3K | 0.06% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 6,703 | $246.4K | 0.09% | +48+0.7% | Added |
| Geneos Wealth Management Inc. | 6,704 | $246.4K | 0.01% | +6,704 | New |
| Fort Washington Investment Advisors Inc | 6,729 | $247.4K | 0.00% | +6,729 | New |
| Beck Bode, LLC | 6,756 | $248.4K | 0.05% | −10−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 6,820 | $250.7K | 0.01% | +20.0% | Added |
| MUFG Securities Americas Inc. | 6,890 | $253.3K | 0.03% | +6,890 | New |
| Hilltop Partners LLC | 6,892 | $253.3K | 0.09% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 6,897 | $253.5K | 0.03% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 6,948 | $255.4K | 0.13% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 7,129 | $262.1K | 0.00% | +7,129 | New |
| Resonant Capital Advisors, LLC | 7,171 | $263.6K | 0.02% | +432+6.4% | Added |
| Longboard Asset Management, LP | 7,200 | $264.7K | 0.70% | +7,200 | New |
| Shepherd Financial Partners LLC | 7,249 | $266.5K | 0.03% | +238+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,260 | $266.9K | 0.01% | −160−2.2% | Reduced |
| Wetherby Asset Management Inc | 7,303 | $268.5K | 0.01% | +291+4.2% | Added |
| Custom Index Systems, LLC | 7,310 | $268.7K | 0.14% | +7,310 | New |
| Williamson Legacy Group, LLC | 7,310 | $268.7K | 0.18% | +7,310 | New |
| Capital Investment Advisors, LLC | 7,347 | $270.1K | 0.01% | −684−8.5% | Reduced |
| TownSquare Capital, LLC | 7,408 | $272.3K | 0.00% | +323+4.6% | Added |
| Aviva PLC | 7,474 | $274.7K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 7,518 | $276.4K | 0.03% | +92+1.2% | Added |
| Callan Family Office, LLC | 7,557 | $277.8K | 0.02% | +7,557 | New |
| D. E. Shaw & Co., Inc. | 7,612 | $279.8K | 0.00% | −65,291−89.6% | Reduced |
| Ci Investments Inc. | 7,636 | $281.0K | 0.00% | +932+13.9% | Added |
| Modern Wealth Management, LLC | 7,689 | $282.6K | 0.01% | +329+4.5% | Added |
| Jump Financial, LLC | 7,897 | $290.3K | 0.01% | −28,161−78.1% | Reduced |
| Kiker Wealth Management, LLC | 7,948 | $292.2K | 0.24% | +7,948 | New |
| Principal Street Partners, LLC | 7,970 | $293.0K | 0.06% | −881−10.0% | Reduced |
| Oak Thistle LLC | 7,986 | $293.6K | 0.09% | −14,300−64.2% | Reduced |
| Lumbard & Kellner, LLC | 8,000 | $294.1K | 0.13% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 8,062 | $296.4K | 0.16% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 8,247 | $303.2K | 0.01% | +1,689+25.8% | Added |
| United Capital Financial Advisers, LLC | 8,293 | $304.9K | 0.00% | +609+7.9% | Added |
| NewEdge Wealth, LLC | 8,360 | $307.3K | 0.01% | +8,360 | New |
| Ballentine Partners, LLC | 8,448 | $310.5K | 0.01% | +495+6.2% | Added |
| Bedel Financial Consulting, Inc. | 8,151 | $310.6K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,603 | $313.6K | 0.01% | +19+0.2% | Added |
| Regent Peak Wealth Advisors LLC | 8,547 | $314.2K | 0.07% | +10+0.1% | Added |
| Cresset Asset Management, LLC | 8,615 | $316.7K | 0.00% | −27,433−76.1% | Reduced |
| Regions Financial Corp | 8,688 | $319.4K | 0.00% | −77−0.9% | Reduced |
| Aurora Investment Counsel | 8,738 | $321.2K | 0.18% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 8,957 | $329.3K | 0.00% | +1,885+26.7% | Added |
| Beverly Hills Private Wealth, LLC | 9,026 | $331.8K | 0.07% | +9,026 | New |
| IHT Wealth Management, LLC | 9,043 | $332.4K | 0.01% | −946−9.5% | Reduced |
| Kingsview Wealth Management, LLC | 9,122 | $335.3K | 0.01% | −265−2.8% | Reduced |
| Umb Bank N A | 9,141 | $336.0K | 0.01% | +244+2.7% | Added |
| McKinley Carter Wealth Services, Inc. | 9,258 | $340.3K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 9,506 | $349.4K | 0.01% | −951−9.1% | Reduced |
| HBK Sorce Advisory LLC | 9,554 | $351.2K | 0.01% | +6+0.1% | Added |
| TD Private Client Wealth LLC | 9,587 | $352.4K | 0.01% | −76,379−88.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,608 | $353.2K | 0.00% | −4,377−31.3% | Reduced |
| Capstone Investment Advisors, LLC | 9,625 | $353.8K | 0.00% | +1,705+21.5% | Added |
| Advisory Services Network, LLC | 9,698 | $356.5K | 0.01% | −2,696−21.8% | Reduced |
| LifeWealth Investments, LLC | 9,733 | $357.8K | 0.24% | +9,733 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,095 | $365.0K | 0.06% | −2,184−16.4% | Reduced |
| Valeo Financial Advisors, LLC | 9,982 | $366.9K | 0.01% | +56+0.6% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $367.6K | 0.04% | 00.0% | Unchanged |
| Cherokee Insurance Co | 10,000 | $367.6K | 0.17% | +10,000 | New |
| Old North State Wealth Management, LLC | 10,185 | $374.6K | 0.21% | +1,269+14.2% | Added |