NisourceNI

13F holders, Q2 2026 (June 30)
916holders +30
88new positions
69sold out
7famous investors
$47.55avg. 13F price*

At the end of Q2 2026, 916 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 30 from Q1 2026. 88 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($2.6B), Vanguard Capital Management LLC ($1.5B) and T. Rowe Price Investment Management, Inc. ($1.4B). 7 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Nisource Inc.
Sector
Utilities
CUSIP
65473P105
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 633Q1 2024Q2 2024: 637Q2 2024Q3 2024: 686Q3 2024Q4 2024: 735Q4 2024Q1 2025: 796Q1 2025Q2 2025: 774Q2 2025Q3 2025: 785Q3 2025Q4 2025: 837Q4 2025Q1 2026: 886Q1 2026Q2 2026: 916Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions88$237.2M
Exits69$136.4M

All 13F filers, Q1 2026 → Q2 2026: 37,343,020 shares bought and 38,666,485 shares sold, net −1,323,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 916 holders

BlackRock, Inc. 0.04% Add +6.8% 54,957,602 $2.6B
Vanguard Capital Management LLC 0.03% Add +0.7% 31,351,094 $1.5B
T. Rowe Price Investment Management, Inc. 0.93% Reduce -40.1% 29,835,011 $1.4B
State Street Corp. 0.04% Add +1.9% 27,622,784 $1.3B
Vanguard Portfolio Management LLC 0.06% Add +0.3% 27,067,956 $1.3B
Geode Capital Management, LLC 0.03% Add +2.4% 12,920,034 $611.9M
Deutsche Bank AG 0.17% Add +3.1% 12,077,706 $574.3M
FMR LLC 0.02% Add +10.3% 10,170,078 $483.6M
Jennison Associates LLC 0.26% Add +0.1% 9,235,389 $439.1M
Invesco Ltd. 0.03% Reduce -0.0% 7,790,163 $370.4M
Norges Bank 0.04% — 7,789,733 $370.4M
JPMorgan Chase & Co. 0.02% Reduce -18.7% 6,963,215 $335.3M
Franklin Resources Inc. 0.06% Reduce -1.0% 5,927,229 $281.8M
Morgan Stanley 0.01% Add +1.9% 5,583,433 $265.5M
Newport Trust Company, LLC 0.62% Reduce -3.2% 5,416,323 $257.5M
Pictet Asset Management Holding SA 0.23% Add +3.9% 5,001,382 $237.8M
Cohen & Steers, Inc. 0.37% Add +5.2% 4,943,589 $235.1M
Charles Schwab Investment Management Inc. 0.03% Add +1.0% 4,515,728 $214.7M
Soroban Capital Partners LP 1.51% No change 4,493,353 $213.7M
Northern Trust Corp. 0.02% Add +4.0% 4,422,988 $210.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +4.4% 4,381,989 $208.4M
Goldman Sachs Group Inc. 0.02% Add +11.7% 4,346,417 $206.7M
Zimmer Partners, LP 4.81% Reduce -16.8% 4,277,259 $203.4M
Reaves W H & Co. Inc. 2.95% Reduce -0.6% 4,088,685 $194.4M
Wellington Management Group LLP 0.03% Reduce -10.0% 4,079,703 $194.0M
Legal & General Group Plc 0.04% Reduce -2.4% 3,782,091 $179.8M
Citadel Advisors 0.10% Add +360.8% 3,715,541 $176.7M
Bank of America Corp. 0.01% Add +17.5% 3,628,102 $172.5M
Balyasny Asset Management L.P. 0.31% Add +27379.1% 3,457,694 $164.4M
Brookfield Corp 0.21% Reduce -6.2% 3,451,951 $164.1M
Barclays PLC 0.05% Reduce -3.2% 3,378,846 $160.7M
Alkeon Capital Management LLC 0.62% No change 3,365,500 $160.0M
Nuveen, LLC 0.04% Add +46.3% 3,248,805 $154.5M
Duff & Phelps Investment Management Co. 1.39% Reduce -0.3% 3,097,280 $147.3M
Bank of New York Mellon Corp 0.02% Reduce -1.4% 3,086,953 $146.8M
Vanguard Fiduciary Trust Co. 0.03% Reduce -0.1% 2,692,879 $128.0M
Dimensional Fund Advisors LP 0.02% Add +1.9% 2,607,612 $124.0M
Royal Bank of Canada 0.02% Reduce -8.0% 2,554,222 $121.5M
AQR Capital Management 0.04% Add +56.2% 2,524,323 $120.0M
Qube Research & Technologies Ltd 0.13% Add +2320.1% 2,496,134 $118.7M
ANTIPODES PARTNERS Ltd 1.89% Add +3.1% 2,164,103 $102.9M
UBS Group AG 0.02% Reduce -65.2% 2,046,373 $97.3M
Mizuho Markets Americas LLC 1.71% Add +21.6% 2,007,300 $95.4M
PFA Pension, Forsikringsaktieselskab 0.23% Reduce -19.7% 1,928,014 $91.7M
Thrivent Financial for Lutherans 0.15% Reduce -1.2% 1,881,948 $89.5M
Massachusetts Financial Services Co. 0.03% Reduce -1.0% 1,860,744 $88.5M
Amundi 0.02% Add +94.3% 1,788,427 $85.0M
Ontario Teachers Pension Plan Board 0.53% Add +6206.4% 1,750,406 $83.2M
Yaupon Capital Management LP 2.78% Add +40.8% 1,749,831 $83.2M
Bank of Montreal 0.03% Reduce -50.2% 1,688,775 $80.3M
Principal Financial Group Inc. 0.04% Reduce -2.2% 1,675,691 $79.7M
Schroder Investment Management Group 0.06% Add +58.3% 1,625,247 $78.3M
Aviva PLC 0.11% Add +0.7% 1,535,872 $73.0M
Ameriprise Financial Inc. 0.01% Reduce -1.4% 1,517,394 $72.2M
TCW Group Inc. 0.48% Reduce -22.3% 1,508,334 $71.7M
Bahl & Gaynor LLC 0.33% Add +5.1% 1,495,587 $71.1M
TD Asset Management Inc 0.06% Reduce -0.7% 1,445,335 $68.7M
Bridgewater Associates 0.28% New 1,410,001 $67.0M
BNP Paribas Financial Markets 0.03% Add +20.3% 1,361,756 $64.8M
Swiss National Bank 0.03% Reduce -3.5% 1,352,100 $64.3M
Epoch Investment Partners, Inc. 0.35% Add +17.0% 1,308,412 $62.2M
Vaughan David Investments LLC 1.23% Add +0.9% 1,300,015 $61.8M
First Trust Advisors LP 0.04% Reduce -11.4% 1,273,114 $60.5M
Eventide Asset Management, LLC 0.74% Add +1.3% 1,158,290 $55.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +4.8% 1,157,807 $55.1M
Russell Investments Group, Ltd. 0.05% Add +10.0% 1,133,939 $54.0M
NewEdge Advisors, LLC 0.15% Add +15.1% 1,070,157 $50.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +12.5% 1,046,053 $49.7M
Vanguard Global Advisers, LLC 0.02% Reduce -1.3% 1,030,956 $49.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.6% 1,028,490 $48.9M
Voya Investment Management LLC 0.05% Add +1.6% 1,008,882 $48.0M
Tortoise Capital Advisors, L.L.C. 0.48% Add +42.5% 992,110 $47.2M
First Financial Bankshares Inc 0.88% Reduce -0.9% 991,625 $47.2M
Rhumbline Advisers 0.04% Reduce -0.1% 987,112 $46.9M
Panagora Asset Management Inc. 0.14% New 958,528 $45.6M
T. Rowe Price Associates Inc. 0.00% Add +7.5% 926,115 $44.0M
Prudential Financial Inc. 0.05% Add +233.1% 900,697 $42.8M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -22.4% 877,262 $41.7M
Retirement Systems of Alabama 0.12% Reduce -0.1% 863,986 $41.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -29.3% 858,650 $40.8M
California Public Employees Retirement System 0.02% Reduce -16.2% 856,375 $40.7M
HITE Hedge Asset Management LLC 2.19% Reduce -4.3% 839,916 $39.9M
Wells Fargo & Company 0.01% Reduce -14.3% 822,363 $39.1M
Employees Retirement System of Texas 0.36% Reduce -1.7% 819,029 $38.9M
Nomura Asset Management International Inc. 0.06% Reduce -9.7% 807,404 $38.4M
Envestnet Asset Management Inc. 0.01% Add +45.1% 806,397 $38.3M
HSBC Holdings PLC 0.02% Reduce -4.5% 771,230 $36.7M
Exchange Traded Concepts, LLC 0.18% Reduce -1.7% 764,819 $36.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Reduce -10.1% 761,849 $36.2M
Renaissance Technologies 0.05% Add +8203.3% 747,300 $35.5M
Canada Pension Plan Investment Board 0.02% Add +131.9% 743,163 $35.3M
Victory Capital Management Inc. 0.02% Add +1.9% 724,218 $34.4M
Rockefeller Capital Management L.P. 0.05% Add +2.8% 706,882 $33.6M
AE Wealth Management LLC 0.16% Add +165.3% 703,036 $33.4M
Artemis Investment Management LLP 0.28% Reduce -33.6% 650,616 $30.9M
Alliancebernstein L.P. 0.01% Add +13.3% 661,547 $30.9M
Assenagon Asset Management S.A. 0.04% Reduce -25.8% 641,329 $30.5M
Citigroup Inc. 0.01% Add +4.9% 624,075 $29.7M
Badgley Phelps Wealth Managers, LLC 0.52% Reduce -0.5% 623,005 $29.6M
Waratah Capital Advisors Ltd. 2.25% Add +63.9% 616,779 $29.3M

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

Show all 916 holders