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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 6,424 | $236.1K | 0.02% | −980−13.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 6,379 | $234.5K | 0.00% | +586+10.1% | Added |
| Skyline Advisors, Inc. | 6,373 | $234.3K | 0.09% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6,370 | $234.2K | 0.00% | −3,130−32.9% | Reduced |
| Atomi Financial Group, Inc. | 6,329 | $232.7K | 0.01% | +6,329 | New |
| Merit Financial Group, LLC | 6,267 | $230.4K | 0.00% | +6,267 | New |
| Horizon Investments, LLC | 6,184 | $225.6K | 0.01% | +79+1.3% | Added |
| Summit Financial, LLC | 6,121 | $225.0K | 0.01% | +6,121 | New |
| Kapitalo Investimentos Ltda | 6,107 | $224.5K | 0.15% | −2,989−32.9% | Reduced |
| Ethic Inc. | 6,080 | $223.5K | 0.00% | +6,080 | New |
| Evolution Advisers, Inc. | 5,932 | $218.0K | 0.12% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,911 | $217.3K | 0.04% | −2,256−27.6% | Reduced |
| Signaturefd, LLC | 5,909 | $217.2K | 0.00% | +65+1.1% | Added |
| Continuum Advisory, LLC | 5,898 | $216.8K | 0.03% | +54+0.9% | Added |
| Clarius Group, LLC | 5,877 | $216.0K | 0.01% | +5,877 | New |
| Alaska Permanent Fund Corp | 5,780 | $212.5K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,771 | $212.2K | 0.00% | +5,771 | New |
| Morningstar Investment Management LLC | 5,765 | $212.0K | 0.02% | −828−12.6% | Reduced |
| PDS Planning, Inc | 5,736 | $210.8K | 0.02% | −1,827−24.2% | Reduced |
| St Germain D J Co Inc | 5,735 | $210.8K | 0.01% | +760+15.3% | Added |
| Long Run Wealth Advisors, LLC | 5,735 | $210.8K | 0.05% | +5,735 | New |
| Wedbush Securities Inc | 5,700 | $210.0K | 0.01% | −161−2.7% | Reduced |
| Gamco Investors, Inc. Et Al | 5,700 | $209.5K | 0.00% | +5,700 | New |
| Washington Trust Advisors, Inc. | 5,688 | $209.1K | 0.02% | +63+1.1% | Added |
| Knollwood Investment Advisory, LLC | 5,671 | $208.5K | 0.02% | +5,671 | New |
| Northwest & Ethical Investments L.P. | 5,648 | $207.4K | 0.01% | +300+5.6% | Added |
| Ostrum Asset Management | 5,633 | $207.1K | 0.02% | −10,486−65.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 5,550 | $204.0K | 0.07% | −1,500−21.3% | Reduced |
| Cooper Financial Group | 5,533 | $203.4K | 0.02% | +5,533 | New |
| Park National Corp | 5,495 | $202.0K | 0.01% | +5,495 | New |
| 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 |
| Richardson Financial Services Inc. | 5,279 | $193.7K | 0.14% | −359−6.4% | Reduced |
| CIBC Private Wealth Group, LLC | 5,305 | $193.3K | 0.00% | −1,051−16.5% | Reduced |
| Indiana Trust & Investment Management CO | 5,237 | $192.5K | 0.07% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 5,189 | $190.7K | 0.08% | −573−9.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,769 | $175.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,592 | $168.8K | 0.00% | +1,101+31.5% | Added |
| New Age Alpha Advisors, LLC | 4,432 | $162.9K | 0.01% | +3,944+808.2% | Added |
| Principal Securities, Inc. | 4,382 | $161.1K | 0.00% | +1,531+53.7% | Added |
| IFP Advisors, Inc | 4,074 | $159.9K | 0.01% | +67+1.7% | Added |
| SRS Capital Advisors, Inc. | 4,248 | $156.2K | 0.01% | +4,083+2,474.5% | Added |
| Federation des caisses Desjardins du Quebec | 4,245 | $155.9K | 0.00% | +952+28.9% | Added |
| Avalon Trust Co | 4,000 | $147.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,969 | $145.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 3,900 | $143.4K | 0.00% | −21−0.5% | Reduced |
| Parallel Advisors, LLC | 3,844 | $141.3K | 0.00% | −64−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,714 | $136.5K | 0.00% | −884−19.2% | Reduced |
| Neo Ivy Capital Management | 3,636 | $133.0K | 0.03% | +3,636 | New |
| Frazier Financial Advisors, LLC | 3,595 | $131.9K | 0.10% | −30−0.8% | Reduced |
| Centaurus Financial, Inc. | 3,400 | $125.0K | 0.01% | −500−12.8% | Reduced |
| Farther Finance Advisors, LLC | 3,344 | $122.9K | 0.00% | −98−2.8% | Reduced |
| Versant Capital Management, Inc | 3,173 | $116.6K | 0.03% | +2,359+289.8% | Added |
| Allworth Financial LP | 3,053 | $115.4K | 0.00% | +570+23.0% | Added |
| Harbour Investments, Inc. | 3,136 | $115.3K | 0.00% | +76+2.5% | Added |
| Hartford Financial Management Inc. | 3,000 | $110.3K | 0.02% | −1,000−25.0% | Reduced |
| Natixis | 2,795 | $102.7K | 0.00% | −9,440−77.2% | Reduced |
| Assetmark, Inc | 2,538 | $93.3K | 0.00% | +1,699+202.5% | Added |
| Creekmur Asset Management LLC | 2,534 | $93.2K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,461 | $90.5K | 0.00% | −42−1.7% | Reduced |
| Amica Retiree Medical Trust | 2,387 | $88.0K | 0.08% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,368 | $87.0K | 0.01% | +28+1.2% | Added |
| Smartleaf Asset Management LLC | 2,273 | $83.4K | 0.01% | +1,195+110.9% | Added |
| Global Retirement Partners, LLC | 2,239 | $82.3K | 0.00% | +184+9.0% | Added |
| EverSource Wealth Advisors, LLC | 2,202 | $80.9K | 0.00% | +1,705+343.1% | Added |
| Eastern Bank | 2,161 | $79.4K | 0.00% | +2,000+1,242.2% | Added |
| Monetary Management Group Inc | 1,955 | $71.9K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,878 | $69.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,878 | $69.0K | 0.01% | +459+32.3% | Added |
| Intact Investment Management Inc. | 1,800 | $66.2K | 0.00% | +1,800 | New |
| TD Waterhouse Canada Inc. | 1,679 | $61.7K | 0.00% | +821+95.7% | Added |
| Strategic Investment Solutions, Inc. | 1,671 | $61.4K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,560 | $57.3K | 0.00% | +10+0.6% | Added |
| Bellwether Advisors, LLC | 1,505 | $55.3K | 0.01% | +1,505 | New |
| Harbor Investment Advisory, LLC | 1,500 | $55.1K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,500 | $55.1K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,434 | $53.0K | 0.03% | −234−14.0% | Reduced |
| Gen-Wealth Partners Inc | 1,399 | $51.4K | 0.02% | −1,150−45.1% | Reduced |
| Legacy Investment Solutions, LLC | 1,293 | $49.0K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1,293 | $49.0K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,315 | $48.3K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,306 | $48.0K | 0.02% | +9+0.7% | Added |
| Optiver Holding B.V. | 1,281 | $47.1K | 0.00% | +656+105.0% | Added |
| Tobam | 1,271 | $47.0K | 0.01% | −1,230−49.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,246 | $45.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,181 | $43.0K | 0.00% | +1,181 | New |
| Whittier Trust Co of Nevada Inc | 1,135 | $41.7K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,115 | $41.0K | 0.00% | +1,115 | New |
| Armstrong Advisory Group, Inc | 1,102 | $40.5K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,090 | $40.1K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,090 | $40.1K | 0.00% | −80−6.8% | Reduced |
| Hemington Wealth Management | 1,113 | $40.0K | 0.01% | −179−13.9% | Reduced |
| Catalyst Capital Advisors LLC | 1,088 | $40.0K | 0.00% | +1,088 | New |
| Boyd Watterson Asset Management LLC | 1,076 | $39.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,055 | $38.8K | 0.00% | +1,055 | New |
| Caldwell Sutter Capital, Inc. | 1,030 | $37.9K | 0.02% | +30+3.0% | Added |
| MCF Advisors LLC | 1,021 | $37.5K | 0.00% | +3+0.3% | Added |
| Quarry LP | 995 | $36.6K | 0.01% | −1,695−63.0% | Reduced |
| West Paces Advisors Inc. | 972 | $35.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 933 | $34.3K | 0.00% | +1+0.1% | Added |