NisourceNI

13F holders, Q1 2025 (March 31)
796holders +61
119new positions
59sold out
7famous investors
$40.08avg. 13F price*

At the end of Q1 2025, 796 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 61 from Q4 2024. 119 opened new positions and 59 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.9B) and T. Rowe Price Investment Management, Inc. ($963.0M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions119$292.6M
Exits59$232.1M

All 13F filers, Q4 2024 → Q1 2025: 37,306,734 shares bought and 44,342,563 shares sold, net −7,035,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 796 holders

Vanguard Group Inc. 0.04% Add +5.3% 60,844,001 $2.4B
BlackRock, Inc. 0.04% Reduce -4.7% 47,701,646 $1.9B
T. Rowe Price Investment Management, Inc. 0.64% Add +12.4% 24,020,859 $963.0M
State Street Corp. 0.04% Add +3.8% 23,760,283 $952.5M
Deutsche Bank AG 0.23% Reduce -13.2% 14,605,075 $585.5M
Geode Capital Management, LLC 0.04% Add +5.9% 12,118,655 $484.3M
Jennison Associates LLC 0.33% Add +8.0% 11,577,832 $464.2M
FMR LLC 0.03% Add +16.8% 11,320,601 $453.8M
JPMorgan Chase & Co. 0.03% Reduce -28.9% 9,973,030 $399.8M
Cohen & Steers, Inc. 0.61% Reduce -0.2% 8,167,274 $327.4M
Invesco Ltd. 0.06% Reduce -3.5% 7,910,009 $317.1M
Capital International Investors 0.06% Add +17.4% 7,023,257 $281.6M
Franklin Resources Inc. 0.08% Reduce -0.2% 6,632,975 $265.9M
Newport Trust Company, LLC 0.62% Reduce -0.5% 5,992,189 $240.2M
Goldman Sachs Group Inc. 0.04% Add +88.9% 5,535,924 $221.9M
Bank of Montreal 0.12% Add +165.2% 5,389,185 $216.1M
Norges Bank 0.03% Add +0.8% 5,368,354 $215.2M
Morgan Stanley 0.01% Add +17.8% 4,901,083 $196.5M
Royal Bank of Canada 0.04% Reduce -0.4% 4,804,057 $192.6M
Pictet Asset Management Holding SA 0.21% Reduce -18.4% 4,732,618 $189.7M
Northern Trust Corp. 0.03% Add +4.7% 4,638,973 $186.0M
Wellington Management Group LLP 0.03% Reduce -4.3% 4,407,459 $176.7M
Charles Schwab Investment Management Inc. 0.03% Add +0.9% 4,160,409 $166.8M
Reaves W H & Co. Inc. 4.24% Add +3.2% 4,153,470 $166.5M
Legal & General Group Plc 0.04% Add +4.3% 4,110,517 $164.8M
Bank of New York Mellon Corp 0.03% Reduce -6.1% 4,001,600 $160.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +34.2% 3,848,571 $154.3M
Duff & Phelps Investment Management Co. 1.66% Reduce -8.2% 3,535,641 $141.7M
Bank of America Corp. 0.01% Add +40.7% 3,524,728 $141.3M
Thrivent Financial for Lutherans 0.31% Reduce -15.8% 3,490,025 $139.9M
Soroban Capital Partners LP 1.65% Reduce -2.4% 2,917,949 $117.0M
UBS Group AG 0.02% Reduce -13.2% 2,675,597 $107.3M
Dimensional Fund Advisors LP 0.02% Reduce -2.9% 2,475,704 $99.2M
Alkeon Capital Management LLC 0.58% New 2,461,500 $98.7M
Principal Financial Group Inc. 0.05% Reduce -5.2% 2,213,552 $88.7M
First Trust Advisors LP 0.07% Add +11.6% 2,063,532 $82.7M
California Public Employees Retirement System 0.06% Reduce -2.5% 2,023,038 $81.1M
Merewether Investment Management, LP 2.82% Add +50.2% 1,936,831 $77.6M
Maple-Brown Abbott Ltd 5.12% Reduce -19.0% 1,872,810 $75.1M
Brookfield Corp 0.10% Reduce -26.5% 1,847,407 $74.1M
Nuveen, LLC 0.02% — 1,791,946 $71.8M
TCW Group Inc. 0.63% Add +2.9% 1,753,895 $70.3M
Thompson Siegel & Walmsley LLC 1.18% Reduce -32.2% 1,729,971 $69.4M
Barclays PLC 0.03% Reduce -1.9% 1,633,842 $65.5M
Ameriprise Financial Inc. 0.02% Reduce -0.3% 1,619,986 $64.9M
TD Asset Management Inc 0.06% Reduce -7.9% 1,577,284 $63.2M
Citadel Advisors 0.06% Reduce -26.9% 1,551,323 $62.2M
Employees Retirement System of Texas 0.65% Reduce -28.2% 1,483,561 $59.5M
Bahl & Gaynor LLC 0.30% Add +16.0% 1,474,098 $59.1M
T. Rowe Price Associates Inc. 0.01% Reduce -35.1% 1,464,599 $58.7M
Artemis Investment Management LLP 0.89% Add +144.3% 1,451,104 $58.2M
Millennium Management 0.06% Reduce -84.3% 1,446,425 $58.0M
Epoch Investment Partners, Inc. 0.30% Reduce -20.2% 1,436,387 $57.6M
Prudential Financial Inc. 0.08% Add +202.2% 1,415,745 $56.8M
Vaughan David Investments LLC 1.25% Add +0.2% 1,333,318 $53.5M
Swiss National Bank 0.04% Add +3.9% 1,316,500 $52.8M
Amundi 0.02% Reduce -26.6% 1,281,776 $51.0M
Aviva PLC 0.12% Add +16363.1% 1,230,455 $49.3M
BNP Paribas Financial Markets 0.04% Add +19.6% 1,159,203 $46.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Reduce -3.8% 1,140,163 $45.7M
Schroder Investment Management Group 0.04% Add +7.6% 1,074,782 $42.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +2.0% 1,054,689 $42.3M
Manufacturers Life Insurance Company, The 0.04% Reduce -13.2% 1,016,568 $40.8M
First Financial Bankshares Inc 0.86% Add +0.1% 998,635 $40.0M
Voya Investment Management LLC 0.05% Reduce -3.7% 990,916 $39.7M
Victory Capital Management Inc. 0.04% Reduce -34.5% 989,743 $39.7M
Rhumbline Advisers 0.04% Add +9.1% 968,675 $38.8M
HSBC Holdings PLC 0.03% Add +14.1% 953,111 $38.1M
AQR Capital Management 0.04% Add +5.1% 950,654 $38.1M
Capital International, Inc. 0.46% Reduce -0.3% 938,869 $37.6M
STRS Ohio 0.16% Reduce -14.3% 925,761 $37.1M
Yaupon Capital Management LP 2.65% Add +19.2% 900,290 $36.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.21% Add +0.8% 891,998 $35.8M
Ensign Peak Advisors, Inc 0.07% Add +3.6% 882,704 $35.4M
Wells Fargo & Company 0.01% Add +13.7% 881,744 $35.3M
Retirement Systems of Alabama 0.14% Reduce -1.0% 877,622 $35.2M
Cramer Rosenthal McGlynn LLC 2.41% Reduce -4.8% 836,246 $33.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +5.3% 831,758 $33.3M
ExodusPoint Capital Management, LP 0.43% Reduce -75.8% 820,333 $32.9M
Hudson Bay Capital Management LP 0.23% Reduce -39.7% 790,559 $31.7M
Exchange Traded Concepts, LLC 0.55% Add +3.7% 762,895 $30.6M
Sei Investments Co. 0.04% Reduce -1.2% 731,900 $29.3M
Cwm, LLC 0.12% Reduce -4.9% 722,092 $28.9M
Russell Investments Group, Ltd. 0.04% Reduce -5.5% 690,674 $27.7M
Macquarie Group Ltd. 0.03% Reduce -15.5% 677,262 $27.1M
Alliancebernstein L.P. 0.01% Reduce -6.7% 676,218 $27.1M
National Bank of Canada 0.03% Add +20.6% 673,897 $27.0M
Assenagon Asset Management S.A. 0.05% Reduce -75.6% 662,504 $26.6M
Envestnet Asset Management Inc. 0.01% Add +21.9% 647,519 $26.0M
Citigroup Inc. 0.02% Add +37.4% 642,234 $25.7M
Natixis Advisors, LLC 0.05% Add +3.3% 618,639 $24.8M
Thomasville National Bank 1.71% Add +2.6% 581,823 $23.3M
Badgley Phelps Wealth Managers, LLC 0.54% Add +1.2% 555,835 $22.3M
California State Teachers Retirement System 0.03% Add +3.1% 552,006 $22.1M
Trexquant Investment LP 0.25% New 538,420 $21.6M
Verition Fund Management LLC 0.13% Reduce -72.6% 527,628 $21.2M
AE Wealth Management LLC 0.17% Reduce -19.2% 519,202 $20.8M
Eventide Asset Management, LLC 0.41% Add +55.3% 515,040 $20.6M
Renaissance Technologies 0.03% New 503,500 $20.2M
Neuberger Berman Group LLC 0.02% Reduce -4.5% 499,240 $20.0M

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

Show all 796 holders