NisourceNI

13F holders, Q4 2025 (December 31)
837holders +52
78new positions
56sold out
6famous investors
$41.77avg. 13F price*

At the end of Q4 2025, 837 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 52 from Q3 2025. 78 opened new positions and 56 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($2.2B) and T. Rowe Price Investment Management, Inc. ($2.2B). 6 famous investors held it, including Daniel Sundheim (0.5% of D1 Capital Partners's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions78$199.9M
Exits56$212.7M

All 13F filers, Q3 2025 → Q4 2025: 32,894,401 shares bought and 27,844,707 shares sold, net +5,049,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 837 holders

Vanguard Group Inc. 0.04% Add +1.7% 62,408,533 $2.6B
BlackRock, Inc. 0.04% Add +7.0% 51,570,498 $2.2B
T. Rowe Price Investment Management, Inc. 1.36% Add +19.1% 51,504,257 $2.2B
State Street Corp. 0.04% Add +4.5% 26,735,119 $1.1B
Geode Capital Management, LLC 0.03% Add +2.0% 12,459,421 $518.3M
Deutsche Bank AG 0.14% Reduce -14.0% 10,349,376 $432.2M
Jennison Associates LLC 0.24% Reduce -1.0% 9,429,794 $393.8M
FMR LLC 0.02% Reduce -2.8% 9,138,698 $381.6M
Capital International Investors 0.05% Add +0.4% 8,167,328 $341.1M
Norges Bank 0.04% — 8,066,389 $336.9M
Invesco Ltd. 0.03% Reduce -2.6% 7,786,335 $325.2M
JPMorgan Chase & Co. 0.02% Reduce -12.0% 7,477,325 $312.3M
Franklin Resources Inc. 0.06% Reduce -3.2% 6,118,568 $255.5M
Newport Trust Company, LLC 0.57% Reduce -0.6% 5,700,723 $238.1M
Soroban Capital Partners LP 1.71% Add +4.6% 5,387,780 $233.3M
Reaves W H & Co. Inc. 3.96% Add +8.3% 5,424,733 $226.5M
Pictet Asset Management Holding SA 0.22% Add +21.1% 5,414,781 $226.1M
Morgan Stanley 0.01% Add +11.4% 4,882,914 $203.9M
UBS Group AG 0.04% Add +34.4% 4,875,267 $203.6M
Cohen & Steers, Inc. 0.35% Reduce -15.3% 4,604,468 $192.3M
Charles Schwab Investment Management Inc. 0.03% Add +2.4% 4,344,127 $181.4M
Northern Trust Corp. 0.02% Reduce -4.0% 4,273,238 $178.5M
Wellington Management Group LLP 0.03% Add +72.7% 4,237,172 $176.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +2.2% 4,046,284 $169.0M
Legal & General Group Plc 0.04% Reduce -3.1% 3,935,937 $164.4M
Zimmer Partners, LP 4.26% Reduce -34.3% 3,870,100 $161.6M
Bank of America Corp. 0.01% Add +6.6% 3,592,593 $150.0M
Goldman Sachs Group Inc. 0.02% Reduce -16.4% 3,531,175 $147.5M
Bank of New York Mellon Corp 0.02% Reduce -15.1% 3,247,456 $135.6M
Alkeon Capital Management LLC 0.59% Add +4.2% 3,230,500 $134.9M
Duff & Phelps Investment Management Co. 1.47% Reduce -0.5% 3,106,606 $129.7M
Royal Bank of Canada 0.02% Reduce -21.9% 2,999,971 $125.3M
Citadel Advisors 0.07% Add +111.6% 2,486,380 $103.8M
Dimensional Fund Advisors LP 0.02% Reduce -1.3% 2,451,954 $102.4M
PFA Pension, Forsikringsaktieselskab 0.29% — 2,401,071 $101.0M
Nuveen, LLC 0.02% Add +21.2% 2,205,516 $92.1M
First Trust Advisors LP 0.07% Add +14.1% 2,137,286 $89.3M
Thrivent Financial for Lutherans 0.16% Reduce -11.2% 2,085,746 $87.1M
ANTIPODES PARTNERS Ltd 1.83% Add +7.3% 2,083,217 $87.0M
Massachusetts Financial Services Co. 0.03% Add +100.5% 1,880,242 $78.5M
TCW Group Inc. 0.55% Reduce -22.0% 1,836,962 $76.7M
Principal Financial Group Inc. 0.04% Reduce -0.3% 1,795,640 $75.0M
Bank of Montreal 0.03% Reduce -33.3% 1,769,782 $73.9M
Ameriprise Financial Inc. 0.01% Reduce -10.4% 1,540,866 $64.3M
Nomura Asset Management International Inc. 0.10% — 1,530,383 $63.9M
Aviva PLC 0.10% Add +5.8% 1,485,693 $62.0M
TD Asset Management Inc 0.05% Reduce -0.7% 1,481,539 $61.9M
Barclays PLC 0.02% Add +25.9% 1,455,306 $60.8M
Manufacturers Life Insurance Company, The 0.05% Add +8.1% 1,453,135 $60.7M
Brookfield Corp 0.07% Reduce -0.7% 1,444,808 $60.3M
HITE Hedge Asset Management LLC 3.80% Reduce -14.7% 1,420,828 $59.3M
Bahl & Gaynor LLC 0.28% Reduce -1.3% 1,347,962 $56.3M
AQR Capital Management 0.03% Add +20.9% 1,339,845 $56.0M
Adage Capital Partners Gp, L.L.C. 0.08% Add +0.5% 1,335,862 $55.8M
Vaughan David Investments LLC 1.17% Reduce -1.9% 1,290,697 $53.9M
Swiss National Bank 0.03% Reduce -4.9% 1,290,300 $53.9M
D1 Capital Partners 0.47% New 1,214,570 $50.7M
California Public Employees Retirement System 0.03% Reduce -18.0% 1,193,781 $49.9M
Yaupon Capital Management LP 2.45% New 1,192,609 $49.8M
Epoch Investment Partners, Inc. 0.28% Reduce -0.6% 1,165,020 $48.7M
Eventide Asset Management, LLC 0.74% Add +98.5% 1,133,220 $47.3M
Amundi 0.01% Add +4.8% 1,097,127 $45.8M
Voya Investment Management LLC 0.05% Add +9.2% 1,054,088 $44.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -5.4% 1,037,042 $43.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +11.1% 1,017,514 $42.9M
First Financial Bankshares Inc 0.85% Add +1.7% 1,008,683 $42.1M
Rhumbline Advisers 0.03% Reduce -0.8% 1,000,123 $41.8M
Victory Capital Management Inc. 0.02% Reduce -21.2% 958,586 $40.0M
Capital International, Inc. 0.30% Reduce -3.1% 911,679 $38.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.19% Add +1.0% 896,290 $37.4M
BNP Paribas Financial Markets 0.02% Add +41.7% 891,464 $37.2M
Employees Retirement System of Texas 0.35% Reduce -1.8% 877,729 $36.7M
Retirement Systems of Alabama 0.12% Add +0.1% 864,783 $36.1M
Russell Investments Group, Ltd. 0.04% Add +16.2% 862,003 $36.0M
T. Rowe Price Associates Inc. 0.00% Add +0.9% 854,634 $35.7M
Wells Fargo & Company 0.01% Reduce -1.7% 800,624 $33.4M
Alliancebernstein L.P. 0.01% Reduce -12.8% 789,399 $33.0M
HSBC Holdings PLC 0.02% Add +7.7% 742,753 $31.0M
Tortoise Capital Advisors, L.L.C. 0.37% Add +18.2% 701,207 $29.3M
Rockefeller Capital Management L.P. 0.05% Add +48.5% 691,175 $28.9M
Exchange Traded Concepts, LLC 0.24% Reduce -2.2% 682,330 $28.5M
Cwm, LLC 0.08% Reduce -2.9% 672,735 $28.1M
Prudential Financial Inc. 0.03% Reduce -2.0% 635,110 $26.5M
Badgley Phelps Wealth Managers, LLC 0.45% Add +3.4% 592,980 $24.8M
Thomasville National Bank 1.53% Add +2.4% 591,847 $24.7M
Schroder Investment Management Group 0.02% Reduce -48.6% 585,864 $24.6M
STRS Ohio 0.09% Add +0.0% 574,429 $24.0M
California State Teachers Retirement System 0.02% Add +0.9% 561,618 $23.5M
CANADA LIFE ASSURANCE Co 0.04% Reduce -28.4% 555,261 $23.2M
Neuberger Berman Group LLC 0.02% Add +9.0% 533,222 $22.3M
Assenagon Asset Management S.A. 0.03% Reduce -72.8% 506,363 $21.1M
Citigroup Inc. 0.01% Add +10.5% 504,171 $21.1M
Ensign Peak Advisors, Inc 0.04% Reduce -42.9% 496,494 $20.7M
Envestnet Asset Management Inc. 0.01% Reduce -4.8% 490,612 $20.5M
Sei Investments Co. 0.02% Reduce -5.0% 488,939 $20.4M
Beck Bode, LLC 3.33% Add +0.3% 479,141 $20.0M
Artemis Investment Management LLP 0.24% Reduce -48.4% 478,566 $20.0M
Maryland State Retirement & Pension System 0.41% Add +2.9% 472,429 $19.7M
Aberdeen Group plc 0.03% Add +21.8% 471,016 $19.7M
Ceredex Value Advisors LLC 0.58% New 462,050 $19.3M

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

Show all 837 holders