FortisFTS

13F holders, Q1 2024 (March 31)
279holders
5famous investors
$39.89avg. 13F price*

At the end of Q1 2024, 279 institutions reported holding Fortis Inc. (FTS) in their 13F filings. The largest holders were Royal Bank of Canada ($1.2B), Bank of Montreal ($1.1B) and Vanguard Group Inc. ($793.0M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Fortis Inc.
CUSIP
349553107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 279Q1 2024Q2 2024: 275Q2 2024Q3 2024: 290Q3 2024Q4 2024: 296Q4 2024Q1 2025: 294Q1 2025Q2 2025: 298Q2 2025Q3 2025: 311Q3 2025Q4 2025: 314Q4 2025Q1 2026: 347Q1 2026Q2 2026: 358Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions29$22.2M
Exits24$42.7M

Ownership 279 holders

Royal Bank of Canada 0.29% Reduce -5.3% 30,539,081 $1.2B
Bank of Montreal 0.36% Add +6.3% 28,996,142 $1.1B
Vanguard Group Inc. 0.02% Add +1.2% 20,072,102 $793.0M
FIL Ltd 0.69% Reduce -10.1% 17,514,395 $692.0M
TD Asset Management Inc 0.44% Reduce -11.2% 11,880,910 $469.9M
Beutel, Goodman & Co Ltd. 1.91% Reduce -1.3% 9,396,396 $371.6M
1832 Asset Management L.P. 0.66% Add +0.9% 9,103,234 $359.7M
Scotia Capital Inc. 1.99% Add +7.6% 8,443,308 $333.6M
Bank of Nova Scotia 0.66% Add +14.1% 8,260,836 $326.4M
Cibc World Market Inc. 0.74% Add +11.7% 7,346,493 $290.4M
Toronto Dominion Bank 0.44% Reduce -30.7% 7,150,756 $282.5M
Mackenzie Financial Corp. 0.40% Reduce -14.5% 6,910,825 $273.2M
Legal & General Group Plc 0.07% Reduce -0.3% 6,095,365 $241.0M
National Bank of Canada 0.38% Reduce -0.9% 5,328,112 $218.9M
TD Waterhouse Canada Inc. 1.58% Add +3.5% 3,955,858 $211.0M
Goldman Sachs Group Inc. 0.04% Add +71.8% 4,559,851 $180.2M
Connor, Clark & Lunn Investment Management Ltd. 0.65% Reduce -28.4% 3,804,357 $150.4M
CIBC Asset Management Inc 0.52% Add +19.4% 3,779,823 $149.4M
Norges Bank 0.02% Add +22.6% 3,602,158 $142.4M
Public Sector Pension Investment Board 0.96% Reduce -1.3% 3,352,277 $132.6M
Manufacturers Life Insurance Company, The 0.12% Add +36.4% 3,209,640 $126.9M
Bank of America Corp. 0.01% Add +15.7% 3,106,181 $122.7M
Clearbridge Investments, LLC 0.10% Add +6.0% 3,066,714 $121.2M
JPMorgan Chase & Co. 0.01% Reduce -3.9% 2,696,034 $106.5M
Morgan Stanley 0.01% Add +32.2% 2,487,882 $98.3M
OMERS ADMINISTRATION Corp 1.10% No change 2,438,417 $96.4M
Geode Capital Management, LLC 0.01% Add +5.3% 2,065,509 $83.4M
Renaissance Technologies 0.13% Add +0.8% 2,093,002 $82.7M
Canada Pension Plan Investment Board 0.07% Add +12.0% 1,630,592 $64.5M
Invesco Ltd. 0.01% Reduce -2.6% 1,577,967 $62.3M
First Trust Advisors LP 0.06% Reduce -9.7% 1,499,184 $59.2M
Swiss National Bank 0.04% Reduce -6.7% 1,475,582 $58.3M
Credit Suisse AG/ 0.05% Reduce -12.2% 929,265 $49.7M
Amundi 0.02% Add +33.2% 1,105,214 $48.2M
Guardian Capital LP 1.67% Reduce -4.3% 1,214,547 $48.0M
Alberta Investment Management Corp 0.50% No change 1,204,145 $47.6M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.3% 1,147,377 $45.4M
BlackRock Inc. 0.00% Add +3.5% 1,088,531 $43.0M
QV Investors Inc. 3.52% Add +1.0% 1,026,939 $40.6M
Duff & Phelps Investment Management Co. 0.47% No change 981,900 $38.8M
Federation des caisses Desjardins du Quebec 0.27% Add +2.0% 698,834 $37.6M
Kayne Anderson Rudnick Investment Management LLC 0.08% Reduce -2.3% 909,110 $35.9M
Fiera Capital Corp 0.09% Reduce -6.7% 774,654 $30.6M
Aviva PLC 0.10% Add +9.5% 771,763 $30.5M
CANADA LIFE ASSURANCE Co 0.04% Add +4.6% 557,251 $22.1M
Nuveen Asset Management, LLC 0.01% Add +21.9% 557,029 $22.0M
Maryland State Retirement & Pension System 0.44% Add +0.7% 590,047 $21.9M
Cidel Asset Management Inc. 1.65% Reduce -53.8% 549,084 $21.7M
Bank of New York Mellon Corp 0.00% Reduce -12.6% 533,343 $21.1M
Caledonia Investments PLC 2.69% No change 526,700 $20.8M
Deutsche Bank AG 0.01% Reduce -2.6% 520,575 $20.6M
Northwest & Ethical Investments L.P. 0.53% Reduce -0.8% 468,801 $18.5M
Dimensional Fund Advisors LP 0.01% Reduce -4.6% 468,284 $18.5M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +36.9% 440,470 $17.4M
Two Sigma Advisers, LP 0.04% Add +34.9% 432,619 $17.1M
Bank of Nova Scotia Trust Co. 1.62% Reduce -0.5% 379,966 $15.0M
Crossmark Global Holdings, Inc. 0.26% Reduce -2.2% 336,028 $13.3M
Partners Group Holding AG 1.18% Reduce -0.2% 330,214 $12.9M
Baillie Gifford & Co. 0.01% Reduce -21.8% 317,959 $12.6M
Addenda Capital Inc. 0.45% Add +23.6% 222,965 $11.9M
Franklin Resources Inc. 0.00% Add +1.1% 301,017 $11.9M
DekaBank Deutsche Girozentrale 0.02% Add +11.1% 300,509 $11.8M
Richard C. Young & CO., LTD. 1.44% Reduce -1.4% 290,229 $11.5M
HSBC Holdings PLC 0.01% Add +24.4% 285,166 $11.3M
State of Tennessee, Department of Treasury 0.04% No change 276,818 $10.9M
Guardian Capital Advisors LP 1.07% Add +6.2% 259,857 $9.9M
Korea Investment CORP 0.02% Add +75.1% 245,810 $9.7M
Federated Hermes, Inc. 0.02% Reduce -5.8% 244,975 $9.7M
Voloridge Investment Management, LLC 0.03% Reduce -8.8% 220,922 $8.7M
Letko, Brosseau & Associates Inc. 0.15% Add +2.0% 215,928 $8.5M
Pictet Asset Management Holding SA 0.01% Add +0.8% 197,033 $7.8M
APG Asset Management N.V. 0.01% Add +0.5% 194,135 $7.1M
Harvest Portfolios Group Inc. 0.27% Add +181.9% 177,367 $7.0M
Gabelli Funds LLC 0.05% Reduce -5.4% 174,350 $6.9M
Bollard Group LLC 0.20% Add +0.6% 170,703 $6.7M
Wells Fargo & Company 0.00% Add +11.2% 166,057 $6.6M
UBS Group AG 0.00% Reduce -17.4% 160,769 $6.4M
Prudential PLC 0.05% Reduce -3.7% 158,980 $6.3M
Balyasny Asset Management L.P. 0.02% New 154,601 $6.1M
Citigroup Inc. 0.01% Add +41.5% 153,237 $6.1M
Louisbourg Investments Inc. 1.65% Add +261.0% 150,387 $5.9M
Northern Trust Corp. 0.00% Reduce -19.3% 145,672 $5.8M
Forsta Ap-Fonden 0.05% Add +10.9% 145,000 $5.7M
Value Partners Investments Inc. 0.43% Add +0.3% 132,635 $5.2M
Envestnet Asset Management Inc. 0.00% Reduce -19.1% 132,318 $5.2M
Russell Investments Group, Ltd. 0.01% Reduce -40.1% 131,596 $5.2M
Hennessy Advisors Inc. 0.20% Reduce -6.2% 119,276 $4.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -84.2% 118,862 $4.7M
Heronetta Management, L.P. 2.97% No change 86,000 $4.6M
Van Eck Associates Corp. 0.01% Add +4.7% 115,186 $4.6M
Man Group plc 0.01% Reduce -36.2% 103,940 $4.1M
Farmers & Merchants Investments Inc. 0.14% Reduce -7.9% 101,143 $4.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -4.2% 100,011 $4.0M
Knights of Columbus Asset Advisors LLC 0.27% Add +1.2% 93,015 $3.7M
GQG Partners LLC 0.01% Add +193.4% 87,418 $3.5M
D. E. Shaw & Co. 0.00% Add +1183.5% 85,996 $3.4M
Nexus Investment Management ULC 0.32% Reduce -14.8% 83,365 $3.3M
American Century Companies Inc. 0.00% Reduce -36.8% 81,667 $3.2M
Gold Investment Management Ltd. 1.30% Add +0.5% 81,179 $3.2M
Ninepoint Partners LP 0.40% New 80,562 $3.2M
Credential Qtrade Securities Inc. 0.17% Reduce -1.1% 77,773 $3.1M
Jane Street Group, LLC 0.00% Add +141.7% 70,779 $2.8M
Two Sigma Investments, LP 0.01% Reduce -5.7% 65,429 $2.6M
ProShare Advisors LLC 0.01% Reduce -9.0% 59,481 $2.4M
Janus Henderson Group PLC 0.00% Add +7.0% 59,251 $2.3M
Ensign Peak Advisors, Inc 0.00% No change 57,351 $2.3M
Concorde Asset Management, LLC 1.56% Add +100.0% 58,000 $2.3M
Schonfeld Strategic Advisors LLC 0.02% New 57,500 $2.3M
Utah Retirement Systems 0.03% No change 57,024 $2.3M
Stifel Financial Corp. 0.00% Add +4.3% 55,871 $2.2M
Reaves W H & Co. Inc. 0.08% No change 53,970 $2.1M
Tacita Capital Inc 1.47% Add +19.3% 53,482 $2.1M
Neuberger Berman Group LLC 0.00% Add +19.6% 52,080 $2.1M
Jones Financial Companies LLLP 0.00% Reduce -13.8% 51,165 $2.0M
Unigestion Holding SA 0.10% New 50,047 $2.0M
FMR LLC 0.00% Reduce -64.2% 49,683 $2.0M
Quantinno Capital Management LP 0.04% Reduce -11.2% 48,181 $1.9M
LPL Financial LLC 0.00% Reduce -0.4% 46,830 $1.9M
Valley National Advisers Inc. 0.27% No change 45,797 $1.8M
Creative Planning 0.00% Add +4.3% 45,710 $1.8M
USS Investment Management Ltd 0.01% Reduce -52.1% 45,603 $1.8M
Rockefeller Capital Management L.P. 0.00% New 40,615 $1.6M
Dynamic Technology Lab Private Ltd 0.17% New 40,534 $1.6M
Qube Research & Technologies Ltd 0.00% Reduce -38.8% 39,097 $1.5M
Addison Capital Co 0.76% Add +6.7% 38,972 $1.5M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -5.4% 38,422 $1.5M
Quantbot Technologies LP 0.08% New 37,597 $1.5M
Citadel Advisors 0.00% Add +2413.0% 37,544 $1.5M
Genus Capital Management Inc. 0.19% — 36,960 $1.5M
Alliancebernstein L.P. 0.00% Reduce -5.8% 34,321 $1.4M
Shell Asset Management Co. 0.06% Reduce -43.9% 34,846 $1.4M
Intact Investment Management Inc. 0.05% Add +3280.0% 33,800 $1.3M
Baird Financial Group, Inc. 0.00% Reduce -0.0% 33,036 $1.3M
Cumberland Partners Ltd 0.09% Add +5.8% 31,200 $1.2M
Natixis Advisors, LLC 0.00% Reduce -9.1% 30,949 $1.2M
Wellington Management Group LLP 0.00% Add +67.3% 30,664 $1.2M
Raymond James & Associates 0.00% Add +34.1% 29,703 $1.2M
Triasima Portfolio Management inc. 0.10% Reduce -62.5% 29,375 $1.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -11.3% 21,065 $1.1M
Millennium Management 0.00% Add +80.2% 27,923 $1.1M
Truist Financial Corp. 0.00% Reduce -57.4% 26,998 $1.1M
Y-Intercept (Hong Kong) Ltd 0.08% Add +307.9% 25,757 $1.0M
Gotham Asset Management 0.01% Add +0.9% 25,170 $994K
Cubist Systematic Strategies, LLC 0.01% Reduce -53.9% 24,904 $984K
Davis-Rea LTD. 0.44% Reduce -19.9% 24,435 $966K
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +226.8% 24,062 $951K
K.J. Harrison & Partners Inc 0.15% Add +84.4% 23,750 $938K
Investment Management Corp of Ontario 0.03% Reduce -45.0% 23,425 $926K
Agf Management Ltd. 0.01% Add +3.5% 27,785 $917K
Signaturefd, LLC 0.02% Reduce -4.2% 22,138 $875K
Community Financial Services Group, LLC 0.19% — 20,736 $819K
Walleye Trading LLC 0.01% New 19,179 $758K
Miller Howard Investments Inc. 0.02% Reduce -77.5% 18,743 $741K
Private Advisor Group, LLC 0.01% New 18,361 $725K
Savant Capital, LLC 0.01% Add +3.1% 18,095 $715K
M&T Bank Corp 0.00% No change 17,662 $698K
Rhumbline Advisers 0.00% Add +1.5% 17,572 $694K
Cetera Investment Advisers 0.00% Add +192.8% 17,494 $691K
Barclays PLC 0.00% Add +37.7% 16,511 $652K
Hillsdale Investment Management Inc. 0.05% Add +36.1% 15,688 $620K
Weaver Capital Management LLC 0.18% Add +32.9% 15,599 $616K
Metis Global Partners, LLC 0.02% Reduce -8.3% 15,524 $613K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -5.4% 15,393 $608K
Versor Investments LP 0.12% Add +36.8% 15,235 $602K
Mariner, LLC 0.00% Reduce -29.1% 15,087 $596K
United Services Automobile Association 0.01% No change 14,989 $592K
Mitchell & Pahl Private Wealth, LLC 0.30% Add +10.6% 14,656 $579K
Assenagon Asset Management S.A. 0.00% Reduce -2.3% 13,276 $525K
Intech Investment Management LLC 0.01% New 13,231 $523K
Canoe Financial LP 0.01% Reduce -73.8% 12,968 $513K
DORCHESTER WEALTH MANAGEMENT Co 0.09% Reduce -0.7% 12,936 $511K
Ameriprise Financial Inc. 0.00% Add +43.4% 9,890 $509K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -6.5% 12,786 $505K
Mercer Global Advisors Inc. 0.00% Reduce -6.4% 12,067 $477K
US Bancorp \de 0.00% Reduce -17.0% 11,784 $466K
Pathstone Holdings, LLC 0.00% Reduce -13.8% 10,909 $431K
Engineers Gate Manager LP 0.01% New 10,560 $417K
Commonwealth Equity Services, LLC 0.00% Add +3.5% 10,540 $416K
Cardinal Capital Management, Inc. 0.02% Add +10.1% 10,115 $400K
Pacifica Partners Inc. 0.17% Reduce -3.5% 9,853 $387K
Capital World Investors 0.00% No change 9,801 $387K
DGS Capital Management, LLC 0.11% Add +9.5% 9,576 $378K
UniSuper Management Pty Ltd 0.00% Add +102.9% 6,900 $369K
Cigna Investments Inc. 0.07% Reduce -1.7% 9,048 $358K
Guggenheim Capital LLC 0.00% Reduce -12.7% 8,673 $343K
Allianz Asset Management GmbH 0.00% Add +16.7% 8,618 $341K
Prospera Financial Services Inc 0.01% Add +24.4% 8,563 $338K
Beverly Hills Private Wealth, LLC 0.08% Add +46.5% 8,350 $330K
O'shaughnessy Asset Management, LLC 0.00% Reduce -73.8% 7,845 $310K
XTX Topco Ltd 0.04% Reduce -54.9% 7,540 $298K
Voya Investment Management LLC 0.00% New 7,292 $288K
Argonautica Private Wealth Management, Inc. 0.09% Reduce -9.6% 6,642 $262K
Claret Asset Management Corp 0.04% No change 6,366 $252K
Silvercrest Asset Management Group LLC 0.00% Reduce -8.9% 6,182 $244K
John G Ullman & Associates Inc. 0.04% No change 6,100 $241K
Blair William & Co. 0.00% No change 5,981 $236K
Lombard Odier Asset Management (Switzerland) SA 0.02% New 5,956 $233K
Benjamin F. Edwards & Company, Inc. 0.00% Add +12.5% 5,883 $232K
Captrust Financial Advisors 0.00% Add +2.1% 5,756 $227K
Evergreen Capital Management LLC 0.01% Reduce -27.2% 5,553 $219K
Sciencast Management LP 0.13% New 5,410 $214K
Campbell & CO Investment Adviser LLC 0.02% New 5,396 $213K
JCIC Asset Management Inc. 0.09% Add +0.7% 5,350 $211K
Northwestern Mutual Wealth Management Co. 0.00% New 5,192 $205K
Centiva Capital, LP 0.01% Reduce -49.1% 5,177 $205K
Wolverine Trading, LLC 0.00% New 5,087 $201K
Quadrant Capital Group LLC 0.01% Add +0.1% 4,592 $181K
Pacer Advisors, Inc. 0.00% Reduce -3.6% 4,426 $175K
PNC Financial Services Group, Inc. 0.00% Reduce -6.9% 4,214 $166K
Gulf International Bank (UK) Ltd 0.00% Add +9.0% 3,340 $132K
Icon Wealth Advisors, LLC 0.01% No change 3,309 $131K
Lanark Financial, Inc. 0.01% Reduce -3.9% 2,672 $115K
Parallel Advisors, LLC 0.00% Add +46.2% 2,891 $114K
Tower Research Capital LLC (TRC) 0.00% Reduce -83.6% 1,892 $75K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -89.8% 1,850 $73K
Creative Financial Designs Inc. 0.01% Add +0.0% 1,793 $71K
Headlands Technologies LLC 0.02% New 1,743 $69K
Credit Agricole S A 0.00% Add +23.5% 1,781 $68K
Osaic Holdings, Inc. 0.00% Reduce -65.4% 1,573 $62K
Macquarie Group Ltd. 0.00% No change 1,518 $60K
Dixon Mitchell Investment Counsel Inc. 0.00% New 1,513 $60K
Lindbrook Capital, LLC 0.01% Reduce -45.6% 1,412 $56K
NewEdge Advisors, LLC 0.00% Reduce -0.1% 1,353 $53K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.4% 1,235 $49K
Laurel Wealth Advisors LLC 0.01% No change 1,169 $46K
IFP Advisors, Inc 0.00% Add +53.7% 1,139 $45K
Rational Advisors, Inc. 0.00% No change 1,075 $42K
Grayhawk Investment Strategies Inc. 0.04% Add +127.4% 755 $40K
Bessemer Group Inc. 0.00% Add +53.6% 992 $40K
Clarity Asset Management, Inc. 0.03% Reduce -0.4% 955 $38K
CIBC Private Wealth Group LLC 0.00% New 900 $35K
Carmichael Hill & Associates, Inc. 0.01% No change 779 $31K
Richard W. Paul & Associates, LLC 0.01% No change 769 $30K
Versant Capital Management, Inc 0.01% No change 750 $30K
EverSource Wealth Advisors, LLC 0.00% Add +123.5% 666 $26K
Hexagon Capital Partners LLC 0.00% Add +3.8% 469 $19K
Gen-Wealth Partners Inc 0.01% — 459 $18K
HM Payson & Co. 0.00% No change 368 $15K
Harbour Investments, Inc. 0.00% No change 339 $13K
Global Retirement Partners, LLC 0.00% Add +0.9% 336 $13K
CoreFirst Bank & Trust 0.01% No change 300 $12K
Concord Wealth Partners 0.00% No change 300 $12K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 272 $11K
Allworth Financial LP 0.00% Reduce -8.6% 267 $11K
Mufg Securities (canada), LTD. 0.00% New 255 $10K
FinTrust Capital Advisors, LLC 0.00% New 225 $9K
Optiver Holding B.V. 0.00% New 197 $8K
First Horizon Advisors, Inc. 0.00% No change 188 $7K
CoreCap Advisors, LLC 0.00% New 158 $6K
Farther Finance Advisors, LLC 0.00% Reduce -8.0% 150 $6K
WealthCollab, LLC 0.00% No change 138 $5K
Brown Brothers Harriman & Co. 0.00% No change 133 $5K
Transcendent Capital Group LLC 0.00% No change 124 $5K
Concourse Financial Group Securities, Inc. 0.00% No change 112 $4K
Norwood Financial Corp 0.01% No change 112 $4K
Glen Eagle Advisors, LLC 0.00% Reduce -72.2% 111 $4K
Addison Advisors LLC 0.00% No change 110 $4K
AdvisorNet Financial, Inc 0.00% No change 100 $4K
Nemes Rush Group LLC 0.00% No change 97 $4K
Bartlett & Co. Wealth Management LLC 0.00% No change 94 $4K
Mascoma Wealth Management LLC 0.00% No change 91 $4K
Beacon Capital Management, LLC 0.00% No change 82 $3K
Mb, Levis & Associates, LLC 0.00% No change 77 $3K
Private Trust Co. NA 0.00% No change 75 $3K
Principal Securities, Inc. 0.00% Add +29.8% 61 $2K
Copeland Capital Management, LLC 0.00% No change 57 $2K
ICA Group Wealth Management, LLC 0.00% No change 53 $2K
Financial Management Professionals, Inc. 0.00% Reduce -40.6% 57 $2K
Smartleaf Asset Management LLC 0.00% New 47 $2K
Salomon & Ludwin, LLC 0.00% No change 42 $2K
Group One Trading LLC 0.00% New 34 $1K
Private Ocean, LLC 0.00% New 27 $1K
Mather Group, Llc. 0.00% New 25 $1K
Penserra Capital Management LLC 0.00% No change 39 $1K
Cornerstone Planning Group LLC 0.00% New 24 $958
True Wealth Design, LLC 0.00% Add +70.0% 17 $672
Avior Wealth Management, LLC 0.00% No change 16 $632
Huntington National Bank 0.00% No change 1 $40
GPS Wealth Strategies Group, LLC 0.00% No change 1 $40

"% of holder's portfolio" is FTS's weight in each manager's 13F, not the share of Fortis Inc. the manager owns.