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, Q1 2026
Institutional positions in Nisource Inc. as of Mar 31, 2026. 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
- 886
- +65 vs. Q4 2025
- Shares held
- 454.9M
- +64.2M (+16.4%) vs. Q4 2025
- Total value
- $21.2B
- +$4.89B (+30.0%) vs. Q4 2025
- New holders
- 127
- 342 more added
- Sold out
- 62
- 259 more reduced
16 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 5,620 | $262.2K | 0.02% | −20.0% | Reduced |
| AlphaGrep UK Ltd | 5,624 | $262.4K | 0.08% | +5,624 | New |
| Monarch Capital Management Inc | 5,640 | $263.2K | 0.06% | +270+5.0% | Added |
| Elevated Capital Advisors, LLC | 5,652 | $263.7K | 0.07% | −21,355−79.1% | Reduced |
| Mather Group, LLC. | 5,695 | $265.7K | 0.00% | +216+3.9% | Added |
| Walleye Trading LLC | 5,704 | $266.1K | 0.01% | +5,704 | New |
| Fort Washington Investment Advisors Inc | 5,729 | $267.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,753 | $268.9K | 0.01% | −7,415−56.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 5,826 | $271.8K | 0.11% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 5,932 | $276.0K | 0.12% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 5,980 | $279.0K | 0.01% | +40+0.7% | Added |
| Avalon Trust Co | 6,000 | $280.0K | 0.02% | +2,000+50.0% | Added |
| Advyzon Investment Management, LLC | 6,082 | $283.8K | 0.03% | +113+1.9% | Added |
| PDS Planning, Inc | 6,108 | $285.0K | 0.02% | +47+0.8% | Added |
| Principal Street Partners, LLC | 6,137 | $286.4K | 0.05% | −450−6.8% | Reduced |
| Syon Capital LLC | 6,201 | $289.4K | 0.01% | −70−1.1% | Reduced |
| Cornerstone Wealth Group, LLC | 6,181 | $290.1K | 0.02% | +77+1.3% | Added |
| Beacon Pointe Advisors, LLC | 6,248 | $291.5K | 0.00% | +6,248 | New |
| Harbour Investments, Inc. | 6,268 | $292.5K | 0.00% | +2,893+85.7% | Added |
| TD Private Client Wealth LLC | 6,301 | $294.0K | 0.01% | +391+6.6% | Added |
| Cresset Asset Management, LLC | 6,304 | $294.1K | 0.00% | +545+9.5% | Added |
| Gamco Investors, Inc. Et Al | 6,306 | $294.2K | 0.00% | +6+0.1% | Added |
| Skyline Advisors, Inc. | 6,373 | $297.4K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,478 | $302.0K | 0.01% | +64+1.0% | Added |
| Altshuler Shaham Ltd | 6,503 | $303.4K | 0.01% | +725+12.5% | Added |
| Thompson Siegel & Walmsley LLC | 6,516 | $304.0K | 0.01% | −11,476−63.8% | Reduced |
| Flagship Harbor Advisors, LLC | 6,529 | $304.7K | 0.01% | +20.0% | Added |
| Values First Advisors, Inc. | 6,539 | $305.1K | 0.16% | +6,539 | New |
| St Germain D J Co Inc | 6,592 | $307.6K | 0.01% | −202−3.0% | Reduced |
| Redmond Asset Management, LLC | 6,674 | $311.4K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 6,684 | $312.0K | 0.01% | +910+15.8% | Added |
| J. Safra Sarasin Holding AG | 6,707 | $312.9K | 0.01% | −55,606−89.2% | Reduced |
| Change Path, LLC | 6,758 | $315.3K | 0.01% | +230+3.5% | Added |
| Ritholtz Wealth Management | 6,776 | $316.2K | 0.01% | +92+1.4% | Added |
| Twinbeech Capital LP | 6,820 | $318.2K | 0.03% | +6,820 | New |
| Brighton Jones LLC | 6,835 | $318.9K | 0.01% | +6,835 | New |
| Siemens Fonds Invest GmbH | 6,844 | $319.3K | 0.02% | +421+6.6% | Added |
| Jacobi Capital Management LLC | 6,860 | $320.1K | 0.02% | +124+1.8% | Added |
| Gladstone Institutional Advisory LLC | 6,889 | $321.4K | 0.01% | 00.0% | Unchanged |
| Hilltop Partners LLC | 6,892 | $321.6K | 0.08% | −265−3.7% | Reduced |
| nVerses Capital, LLC | 6,981 | $325.7K | 0.30% | +6,981 | New |
| Pinnacle Associates Ltd | 7,030 | $328.0K | 0.00% | +12+0.2% | Added |
| Patton Fund Management, Inc. | 7,037 | $328.3K | 0.06% | −75,078−91.4% | Reduced |
| Teacher Retirement System of Texas | 7,056 | $329.2K | 0.00% | −8,498−54.6% | Reduced |
| Fieldview Capital Management, LLC | 7,077 | $330.2K | 0.10% | −1,918−21.3% | Reduced |
| Sagewood Asset Management LP | 7,108 | $331.7K | 0.10% | +1,360+23.7% | Added |
| Beverly Hills Private Wealth, LLC | 7,162 | $334.2K | 0.06% | −601−7.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,300 | $340.6K | 0.01% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 7,344 | $342.7K | 0.09% | −125−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 7,375 | $344.1K | 0.01% | +394+5.6% | Added |
| Signaturefd, LLC | 7,436 | $347.0K | 0.01% | +324+4.6% | Added |
| Regions Financial Corp | 7,542 | $351.9K | 0.00% | −3,016−28.6% | Reduced |
| NewEdge Wealth, LLC | 7,555 | $352.5K | 0.00% | −2,830−27.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,705 | $359.5K | 0.00% | +939+13.9% | Added |
| Shepherd Financial Partners LLC | 7,711 | $359.8K | 0.03% | 00.0% | Unchanged |
| Omers Administration Corp | 7,726 | $360.5K | 0.00% | +7,726 | New |
| Coldstream Capital Management Inc | 7,864 | $366.9K | 0.00% | −1,774−18.4% | Reduced |
| Csenge Advisory Group | 7,866 | $367.1K | 0.02% | −1,306−14.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 7,884 | $367.9K | 0.01% | −121−1.5% | Reduced |
| Sapient Capital LLC | 7,907 | $368.9K | 0.01% | −320−3.9% | Reduced |
| OneAscent Investment Solutions LLC | 7,917 | $369.4K | 0.37% | +1,002+14.5% | Added |
| McKinley Carter Wealth Services, Inc. | 7,918 | $369.5K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 7,926 | $369.8K | 0.02% | +2,781+54.1% | Added |
| Modern Wealth Management, LLC | 7,922 | $371.6K | 0.01% | +423+5.6% | Added |
| Lumbard & Kellner, LLC | 8,000 | $373.3K | 0.13% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 8,065 | $376.3K | 0.12% | +30.0% | Added |
| Everence Capital Management Inc | 8,098 | $378.0K | 0.02% | +8,098 | New |
| Capital Investment Advisors, LLC | 8,137 | $379.7K | 0.01% | +215+2.7% | Added |
| Excelsior Advisor Network LLC | 8,207 | $382.9K | 0.15% | +8,207 | New |
| IHT Wealth Management, LLC | 8,213 | $383.2K | 0.01% | +43+0.5% | Added |
| 3Chopt Investment Partners, LLC | 8,279 | $386.3K | 0.09% | +19+0.2% | Added |
| Kingsview Wealth Management, LLC | 8,298 | $387.2K | 0.01% | +155+1.9% | Added |
| Annex Advisory Services, LLC | 8,440 | $393.8K | 0.01% | −7,861−48.2% | Reduced |
| Ballentine Partners, LLC | 8,546 | $398.8K | 0.01% | −6−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 8,563 | $399.5K | 0.01% | +191+2.3% | Added |
| WBI Investments | 8,600 | $401.3K | 0.11% | +8,600 | New |
| Millington Securities, LLC | 8,600 | $401.3K | 0.11% | +8,600 | New |
| Regent Peak Wealth Advisors LLC | 8,606 | $401.6K | 0.08% | +20+0.2% | Added |
| Paradigm Financial Partners, LLC | 8,642 | $403.2K | 0.07% | −860−9.1% | Reduced |
| Prelude Capital Management, LLC | 8,672 | $404.6K | 0.03% | −37,815−81.3% | Reduced |
| Skopos Labs, Inc. | 8,895 | $415.0K | 0.01% | +8,895 | New |
| Summit Financial, LLC | 8,915 | $416.0K | 0.01% | +771+9.5% | Added |
| Renaissance Technologies LLC | 9,000 | $419.9K | 0.00% | +9,000 | New |
| RSM US Wealth Management LLC | 9,080 | $423.7K | 0.01% | +311+3.5% | Added |
| Moors & Cabot, Inc. | 9,135 | $426.2K | 0.02% | −50−0.5% | Reduced |
| Private Advisor Group, LLC | 9,299 | $433.9K | 0.00% | −1,103−10.6% | Reduced |
| Arkadios Wealth Advisors | 9,372 | $437.3K | 0.01% | +592+6.7% | Added |
| Lido Advisors, LLC | 9,461 | $441.5K | 0.00% | +2,239+31.0% | Added |
| Umb Bank N A | 9,599 | $447.9K | 0.01% | +121+1.3% | Added |
| South Dakota Investment Council | 9,600 | $448.0K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 9,633 | $449.5K | 0.02% | +4,511+88.1% | Added |
| Davenport & Co LLC | 9,660 | $450.7K | 0.00% | +9,660 | New |
| TD Waterhouse Canada Inc. | 9,643 | $452.3K | 0.00% | +8,180+559.1% | Added |
| Pathway Financial Advisers, LLC | 9,846 | $459.4K | 0.13% | +262+2.7% | Added |
| Resources Investment Advisors, LLC. | 9,847 | $459.4K | 0.00% | −967−8.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,864 | $460.3K | 0.00% | +108+1.1% | Added |
| HBK Sorce Advisory LLC | 9,928 | $463.8K | 0.01% | +135+1.4% | Added |
| Cherokee Insurance Co | 10,000 | $466.6K | 0.18% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 10,095 | $471.0K | 0.01% | +10,095 | New |
| Ameritas Advisory Services, LLC | 10,106 | $471.5K | 0.02% | −4,646−31.5% | Reduced |