NisourceNI

13F holders, Q3 2024 (September 30)
686holders +49
96new positions
50sold out
7famous investors
$34.64avg. 13F price*

At the end of Q3 2024, 686 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 49 from Q2 2024. 96 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.6B) and State Street Corp. ($786.2M). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions96$102.7M
Exits50$84.8M

All 13F filers, Q2 2024 → Q3 2024: 32,650,189 shares bought and 31,189,836 shares sold, net +1,460,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 686 holders

Vanguard Group Inc. 0.03% Reduce -0.6% 55,334,129 $1.9B
BlackRock, Inc. 0.03% — 47,479,180 $1.6B
State Street Corp. 0.03% Add +5.8% 22,691,174 $786.2M
T. Rowe Price Investment Management, Inc. 0.41% Add +41.1% 19,404,698 $672.4M
Deutsche Bank AG 0.25% Reduce -2.6% 17,487,445 $605.9M
JPMorgan Chase & Co. 0.04% Add +88.4% 14,902,538 $516.4M
FMR LLC 0.02% Add +0.9% 11,396,489 $394.9M
Jennison Associates LLC 0.23% Add +3.0% 10,823,095 $375.0M
Geode Capital Management, LLC 0.03% Add +1.7% 10,747,328 $371.1M
Cohen & Steers, Inc. 0.55% Reduce -8.3% 8,907,091 $308.6M
Zimmer Partners, LP 4.27% Reduce -17.5% 6,571,054 $227.7M
Franklin Resources Inc. 0.06% Add +0.0% 6,631,844 $226.9M
Pictet Asset Management Holding SA 0.24% Reduce -5.8% 6,199,429 $214.8M
Newport Trust Company, LLC 0.51% Reduce -1.9% 6,104,776 $211.5M
Wellington Management Group LLP 0.04% Reduce -9.2% 6,044,780 $209.5M
ExodusPoint Capital Management, LP 2.09% Reduce -1.7% 5,859,359 $203.0M
Invesco Ltd. 0.04% Reduce -37.3% 5,485,611 $190.1M
Citadel Advisors 0.20% Add +238.0% 5,467,790 $189.5M
Bank of Montreal 0.08% Add +53.3% 5,124,909 $176.2M
Morgan Stanley 0.01% Reduce -2.5% 4,790,700 $166.0M
Thrivent Financial for Lutherans 0.31% Reduce -5.3% 4,650,476 $161.1M
Royal Bank of Canada 0.04% Add +0.0% 4,581,613 $158.8M
Goldman Sachs Group Inc. 0.03% Reduce -7.6% 4,369,797 $151.4M
Legal & General Group Plc 0.04% Reduce -1.4% 4,207,063 $145.8M
Bank of New York Mellon Corp 0.03% Reduce -3.3% 4,105,770 $142.3M
Norges Bank 0.02% Add +1.8% 3,989,338 $138.2M
Charles Schwab Investment Management Inc. 0.03% Add +0.5% 3,914,196 $135.6M
Duff & Phelps Investment Management Co. 1.55% Reduce -3.3% 3,899,976 $135.1M
Reaves W H & Co. Inc. 3.57% Add +10.7% 3,768,482 $130.6M
Northern Trust Corp. 0.02% Reduce -5.0% 3,745,375 $129.8M
Thompson Siegel & Walmsley LLC 1.81% Reduce -17.6% 3,471,366 $120.3M
T. Rowe Price Associates Inc. 0.01% Reduce -46.7% 3,413,585 $118.3M
Millennium Management 0.10% Reduce -49.1% 3,243,258 $112.4M
Bank of America Corp. 0.01% Add +1.9% 3,132,712 $108.5M
Maple-Brown Abbott Ltd 10.55% Reduce -7.3% 3,068,023 $106.3M
Soroban Capital Partners LP 1.43% Reduce -8.8% 2,988,649 $103.6M
Brookfield Corp 0.51% Add +10.0% 2,601,870 $90.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +23.7% 2,586,789 $89.6M
Dimensional Fund Advisors LP 0.02% Add +7.7% 2,502,717 $86.7M
Verition Fund Management LLC 0.65% Add +1.4% 2,471,361 $85.6M
Nuveen Asset Management, LLC 0.02% Add +16.4% 2,123,610 $77.8M
Principal Financial Group Inc. 0.04% Add +12.8% 2,243,984 $77.8M
Assenagon Asset Management S.A. 0.16% Reduce -31.4% 2,229,233 $77.2M
Epoch Investment Partners, Inc. 0.34% Reduce -2.0% 2,198,078 $76.2M
Employees Retirement System of Texas 0.73% Add +23.7% 2,066,800 $71.6M
California Public Employees Retirement System 0.05% Reduce -5.5% 2,031,764 $70.4M
Amundi 0.02% Add +22.8% 1,911,043 $65.2M
UBS Group AG 0.02% Add +79.2% 1,879,634 $65.1M
TD Asset Management Inc 0.06% Add +0.0% 1,866,170 $64.2M
First Trust Advisors LP 0.06% Reduce -15.9% 1,743,186 $60.4M
Victory Capital Management Inc. 0.06% Add +3.8% 1,741,713 $60.4M
Ameriprise Financial Inc. 0.01% Reduce -10.4% 1,664,877 $57.7M
TCW Group Inc. 0.46% Add +9.2% 1,520,354 $52.7M
FIL Ltd 0.05% Add +166.0% 1,475,890 $51.1M
Hudson Bay Capital Management LP 0.40% Reduce -10.3% 1,429,963 $49.5M
CBRE Investment Management Listed Real Assets LLC 0.75% Reduce -5.5% 1,352,870 $46.9M
Barclays PLC 0.02% Add +25.3% 1,352,182 $46.9M
Swiss National Bank 0.03% Add +0.4% 1,330,300 $46.1M
Manufacturers Life Insurance Company, The 0.04% Reduce -10.1% 1,322,812 $45.8M
Vaughan David Investments LLC 1.05% Add +2.4% 1,319,946 $45.7M
AQR Capital Management 0.06% Reduce -19.9% 1,295,372 $44.6M
Schroder Investment Management Group 0.05% Add +67.2% 1,288,298 $44.3M
STRS Ohio 0.17% Reduce -5.9% 1,244,000 $43.1M
Bahl & Gaynor LLC 0.20% Add +8.0% 1,135,269 $39.3M
First Financial Bankshares Inc 0.73% Reduce -1.8% 1,002,476 $34.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.3% 1,000,083 $34.7M
Voya Investment Management LLC 0.04% Reduce -2.5% 992,720 $34.4M
Point72 Asset Management 0.12% Reduce -52.6% 954,640 $33.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% New 928,199 $32.2M
Rhumbline Advisers 0.03% Reduce -1.3% 892,159 $30.9M
Retirement Systems of Alabama 0.11% Add +793.3% 883,387 $30.6M
Cramer Rosenthal McGlynn LLC 1.67% Reduce -4.2% 869,693 $30.1M
Ensign Peak Advisors, Inc 0.05% Reduce -7.7% 857,734 $29.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.19% Reduce -5.2% 853,035 $29.6M
Sei Investments Co. 0.04% Add +0.6% 852,605 $29.5M
Yaupon Capital Management LP 1.91% Reduce -19.5% 822,522 $28.5M
Cwm, LLC 0.12% Reduce -3.9% 795,938 $27.6M
Envestnet Asset Management Inc. 0.01% Add +3.9% 784,156 $27.2M
AMF Tjanstepension AB 0.19% No change 765,557 $26.5M
HITE Hedge Asset Management LLC 3.03% Reduce -53.0% 759,910 $26.3M
Covalis Capital LLP 3.93% Add +32.0% 759,774 $26.3M
Russell Investments Group, Ltd. 0.04% Add +24.1% 744,745 $25.8M
Exchange Traded Concepts, LLC 0.59% Reduce -9.6% 713,815 $24.7M
Wells Fargo & Company 0.01% Reduce -21.3% 698,071 $24.2M
BNP Paribas Financial Markets 0.02% Reduce -7.1% 693,022 $24.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +18.1% 680,275 $23.6M
Macquarie Group Ltd. 0.02% Reduce -5.9% 655,177 $22.7M
AE Wealth Management LLC 0.19% Reduce -0.0% 608,534 $21.1M
Prudential Financial Inc. 0.03% Reduce -50.4% 597,172 $20.7M
HSBC Holdings PLC 0.01% Reduce -8.2% 594,304 $20.6M
Natixis Advisors, LLC 0.04% Add +1.0% 586,245 $20.3M
Sterling Capital Management LLC 0.25% — 566,456 $19.6M
Alliancebernstein L.P. 0.01% Reduce -12.8% 565,967 $19.6M
National Bank of Canada 0.03% Add +5.0% 562,960 $19.5M
Glenmede Trust Co. NA 0.09% Reduce -8.9% 561,658 $19.5M
California State Teachers Retirement System 0.02% Reduce -5.9% 557,191 $19.3M
Thomasville National Bank 1.41% Add +925.4% 550,832 $19.1M
Neuberger Berman Group LLC 0.01% Reduce -0.6% 534,761 $18.5M
Badgley Phelps Wealth Managers, LLC 0.43% Add +3.9% 532,023 $18.4M
CANADA LIFE ASSURANCE Co 0.03% Add +5.3% 520,074 $18.0M

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

Show all 686 holders