CMS ENERGY CORP (CMS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
769
Reporting holders
$23.8B
Reported value
98.7%
Of shares outstanding
0.2%
Held as options
+20
Holder change
Institutions report 309,462,827 shares against 313,577,136 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.5B | 33,068,880 | 0.04% | 8q | -1.5%-$37.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 20,166,948 | 0.03% | 2q | +1.5%+$22.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 19,050,893 | 0.07% | 2q | +1.4%+$19.7M |
| STATE STREET CORP | $1.4B | 17,705,946 | 0.04% | 31q | -2.2%-$30.1M |
| JPMORGAN CHASE & CO | $1.3B | 16,409,389 | 0.07% | 31q | +3.6%+$44.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $930.1M | 12,158,296 | 0.16% | 11q | +82.7%+$420.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $666.1M | 8,740,533 | 0.04% | 31q | +2.5%+$16.2M |
| DEUTSCHE BANK AG\ | $618.3M | 8,082,021 | 0.18% | 34q | +4.3%+$25.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $603.0M | 7,882,550 | 0.46% | 32q | -3.1%-$19.3M |
| Invesco Ltd. | $582.7M | 7,616,465 | 0.05% | 31q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $576.0M | 7,242,159 | 0.18% | 31q | -5.1%-$30.9M |
| VICTORY CAPITAL MANAGEMENT INC | $504.6M | 6,595,840 | 0.28% | 31q | -3.6%-$18.6M |
| AMERIPRISE FINANCIAL INC | $494.0M | 6,461,250 | 0.10% | 31q | -34.5%-$260.0M |
| Capital International Investors | $405.7M | 5,302,655 | 0.08% | new | NEW |
| WELLS FARGO & COMPANY/MN | $401.2M | 5,245,081 | 0.06% | 31q | -51.6%-$428.3M |
| GOLDMAN SACHS GROUP INC | $370.6M | 4,844,029 | 0.03% | 31q | +1.4%+$5.0M |
| NORGES BANK | $370.0M | 4,837,123 | 0.04% | 32q | +7.0%+$24.3M |
| GQG Partners LLC | $363.4M | 4,750,161 | 0.68% | 9q | +7.7%+$25.8M |
| Pictet Asset Management Holding SA | $326.5M | 4,268,534 | 0.31% | 12q | +2.4%+$7.8M |
| MORGAN STANLEY | $311.4M | 4,070,310 | 0.02% | 35q | -13.7%-$49.2M |
| BANK OF AMERICA CORP /DE/ | $270.3M | 3,533,370 | 0.02% | 31q | -3.7%-$10.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $243.7M | 3,186,256 | 0.04% | 31q | +2.5%+$5.9M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $222.4M | 2,907,334 | 1.05% | 31q | HELD |
| FIL Ltd | $203.1M | 2,655,502 | 0.15% | 31q | -12.5%-$29.1M |
| NORTHERN TRUST CORP | $202.4M | 2,646,188 | 0.02% | 31q | -2.9%-$6.0M |
| Magellan Asset Management Ltd | $194.2M | 2,539,050 | 4.34% | 31q | +25.7%+$39.7M |
| Legal & General Group Plc | $189.4M | 2,475,430 | 0.04% | 31q | -4.2%-$8.3M |
| Bank of New York Mellon Corp | $184.8M | 2,415,234 | 0.03% | 31q | -4.7%-$9.1M |
| PARNASSUS INVESTMENTS, LLC | $169.8M | 2,219,735 | 0.45% | 3q | +13.6%+$20.4M |
| BARCLAYS PLC | $166.4M | 2,175,714 | 0.03% | 31q | -27.4%-$62.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $161.4M | 2,110,447 | 0.02% | 31q | +2.7%+$4.2M |
| Sixth Street Partners Management Company, L.P. | $161.4M | 2,110,447 | 0.02% | new | NEW |
| REAVES W H & CO INC | $146.1M | 1,909,154 | 2.22% | 31q | -9.7%-$15.7M |
| AQR CAPITAL MANAGEMENT LLC | $142.1M | 1,857,999 | 0.05% | 31q | +132.7%+$81.1M |
| FRANKLIN RESOURCES INC | $135.2M | 1,767,768 | 0.03% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $132.7M | 1,734,843 | 0.03% | 2q | +0.6%+$852.0K |
| RAYMOND JAMES FINANCIAL INC | $130.4M | 1,704,029 | 0.04% | 7q | +358.6%+$101.9M |
| UBS Group AG | $130.3M | 1,703,575 | 0.02% | 31q | -9.7%-$14.0M |
| DIMENSIONAL FUND ADVISORS LP | $126.0M | 1,646,965 | 0.02% | 31q | +4.2%+$5.0M |
| JENNISON ASSOCIATES LLC | $116.1M | 1,517,533 | 0.07% | 31q | -4.4%-$5.4M |
| Balyasny Asset Management L.P. | $109.2M | 1,426,976 | 0.14% | 3q | +198.2%+$72.6M |
| Amundi | $107.7M | 1,407,569 | 0.03% | 21q | -10.8%-$13.0M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $99.9M | 1,306,273 | 0.15% | 3q | -9.8%-$10.9M |
| PFA Pension, Forsikringsaktieselskab | $95.0M | 1,241,557 | 0.24% | new | NEW |
| HSBC HOLDINGS PLC | $91.3M | 1,191,547 | 0.04% | 31q | +143.1%+$53.8M |
| Bahl & Gaynor LLC | $81.7M | 1,068,322 | 0.38% | 22q | +2.2%+$1.8M |
| Soroban Capital Partners LP | $81.0M | 1,058,781 | 0.17% | 6q | HELD |
| Assenagon Asset Management S.A. | $79.3M | 1,036,474 | 0.05% | 31q | +21026.7%+$78.9M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $78.7M | 1,028,844 | 0.70% | 6q | +0.5%+$422.3K |
| ROYAL BANK OF CANADA | $78.4M | 1,024,656 | 0.01% | 31q | +1.1%+$870.1K |
| Nuveen, LLC | $75.2M | 983,643 | 0.02% | 6q | -0.7%-$502.4K |
| SOROS FUND MANAGEMENT LLC | $74.2M | 970,362 | 0.91% | 4q | -6.2%-$4.9M |
| AVIVA PLC | $72.1M | 941,925 | 0.11% | 31q | +0.6%+$451.0K |
| UniSuper Management Pty Ltd | $69.0M | 902,602 | 0.36% | 13q | -0.7%-$495.0K |
| Swiss National Bank | $66.5M | 869,400 | 0.03% | 31q | -2.7%-$1.8M |
| Aberdeen Group plc | $63.6M | 831,675 | 0.09% | 31q | -9.0%-$6.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $58.8M | 769,025 | 0.03% | 31q | +11.3%+$6.0M |
| FIRST TRUST ADVISORS LP | $58.5M | 764,245 | 0.03% | 31q | -19.3%-$14.0M |
| Sumitomo Mitsui Trust Group, Inc. | $54.7M | 715,406 | 0.03% | 31q | +1.2%+$645.0K |
| Quantinno Capital Management LP | $54.4M | 711,608 | 0.07% | 15q | +74.3%+$23.2M |
| Energy Income Partners, LLC | $53.7M | 702,074 | 0.84% | 31q | -9.3%-$5.5M |
| BNP PARIBAS FINANCIAL MARKETS | $52.6M | 687,713 | 0.02% | 31q | +19.2%+$8.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $51.6M | 674,256 | 0.03% | 2q | +14.9%+$6.7M |
| Vanguard Global Advisers, LLC | $50.9M | 665,281 | 0.02% | 2q | HELD |
| FMR LLC | $50.6M | 661,356 | 0.00% | 31q | -42.7%-$37.7M |
| RHUMBLINE ADVISERS | $50.1M | 655,413 | 0.04% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $50.0M | 653,735 | 0.02% | 31q | +11.3%+$5.1M |
| BANK OF NOVA SCOTIA | $49.3M | 644,132 | 0.07% | 31q | +76.2%+$21.3M |
| TD Asset Management Inc | $46.7M | 610,106 | 0.04% | 31q | -24.7%-$15.3M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $45.6M | 595,592 | 0.63% | 31q | -55.3%-$56.4M |
| Rockefeller Capital Management L.P. | $44.5M | 581,655 | 0.07% | 10q | -0.6%-$282.3K |
| ING GROEP NV | $44.4M | 580,182 | 0.22% | 11q | -11.8%-$5.9M |
| MILLER HOWARD INVESTMENTS INC /NY | $43.7M | 571,159 | 1.16% | 22q | +1.4%+$616.4K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $43.6M | 570,277 | 0.19% | 5q | +42.2%+$12.9M |
| 1832 Asset Management L.P. | $43.1M | 563,125 | 0.02% | 20q | +38.8%+$12.0M |
| California Public Employees Retirement System | $42.9M | 561,072 | 0.02% | 31q | -11.4%-$5.5M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $42.3M | 552,414 | 0.06% | 7q | -11.5%-$5.5M |
| Qube Research & Technologies Ltd | $39.6M | 517,445 | 0.04% | 12q | -49.8%-$39.2M |
| Thiel Macro LLC | $39.6M | 517,124 | 9.45% | new | NEW |
| LPL Financial LLC | $38.6M | 504,221 | 0.01% | 31q | +10.1%+$3.5M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $37.5M | 489,550 | 0.18% | 31q | -9.0%-$3.7M |
| Retirement Systems of Alabama | $37.1M | 485,395 | 0.11% | 31q | +646.0%+$32.2M |
| Partners Group Holding AG | $37.0M | 483,770 | 2.52% | 31q | -2.7%-$1.0M |
| Tredje AP-fonden | $35.6M | 465,446 | 0.16% | 13q | +120.7%+$19.5M |
| CITIGROUP INC | $34.0M | 444,279 | 0.01% | 31q | +14.9%+$4.4M |
| ENVESTNET ASSET MANAGEMENT INC | $33.7M | 441,087 | 0.01% | 31q | +7.0%+$2.2M |
| CIBC Bancorp USA Inc. | $33.3M | 435,757 | 0.04% | 3q | +411.8%+$26.8M |
| RWC Asset Management LLP | $33.1M | 432,884 | 1.25% | 23q | +2.0%+$656.0K |
| Fisher Funds Management LTD | $32.8M | 429,193 | 0.93% | 7q | -18.4%-$7.4M |
| CITADEL ADVISORS LLC | $32.8M | 133,234 | 0.00% | 31q | +55.7%+$11.7M |
| Jupiter Topco LLC | $32.6M | 425,689 | 0.01% | new | FIRST |
| STRS OHIO | $32.0M | 418,054 | 0.12% | 31q | -5.3%-$1.8M |
| PRINCIPAL FINANCIAL GROUP INC | $31.8M | 415,442 | 0.02% | 31q | -7.3%-$2.5M |
| CIDEL ASSET MANAGEMENT INC | $31.0M | 405,656 | 1.49% | 21q | +1.9%+$575.6K |
| AE Wealth Management LLC | $30.6M | 400,653 | 0.14% | 27q | +38.1%+$8.5M |
| NEUBERGER BERMAN GROUP LLC | $30.6M | 400,364 | 0.02% | 31q | +75.8%+$13.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $30.6M | 399,769 | 0.05% | 7q | +3.8%+$1.1M |
| M&T Bank Corp | $30.3M | 395,506 | 0.09% | 31q | +2.1%+$627.7K |
| CANADA PENSION PLAN INVESTMENT BOARD | $28.2M | 369,002 | 0.02% | 31q | -1.2%-$350.8K |
| US BANCORP \DE\ | $27.1M | 353,973 | 0.03% | 31q | -1.9%-$515.2K |
Showing the largest 100 of 820 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 769 | $23.8B | 309,462,827 | 95 | 312 | 197 | 0.2% |
| Q1 2026 | 749 | $23.2B | 298,413,652 | 88 | 273 | 215 | 0.3% |
| Q4 2025 | 748 | $19.8B | 282,484,844 | 63 | 259 | 234 | 0.5% |
| Q3 2025 | 719 | $21.6B | 294,060,911 | 88 | 260 | 209 | 0.3% |
| Q2 2025 | 684 | $19.5B | 280,579,743 | 80 | 258 | 208 | 0.4% |
| Q1 2025 | 671 | $19.9B | 264,320,150 | 73 | 249 | 196 | 0.3% |
| Q4 2024 | 653 | $17.4B | 260,353,070 | 59 | 230 | 188 | 0.3% |
| Q3 2024 | 644 | $20.4B | 288,508,772 | 82 | 229 | 192 | 0.3% |
| Q2 2024 | 615 | $17.1B | 286,892,081 | 68 | 249 | 166 | 0.3% |
| Q1 2024 | 589 | $18.0B | 297,461,934 | 66 | 193 | 185 | 0.2% |
| Q4 2023 | 556 | $16.9B | 290,033,781 | 59 | 172 | 190 | 0.3% |
| Q3 2023 | 536 | $13.8B | 259,983,166 | 51 | 171 | 198 | 0.1% |
| Q2 2023 | 532 | $15.4B | 261,061,903 | 39 | 191 | 161 | 0.1% |
| Q1 2023 | 526 | $15.7B | 255,937,925 | 54 | 199 | 151 | 0.0% |
| Q4 2022 | 487 | $14.0B | 221,423,803 | 55 | 181 | 144 | 0.0% |
| Q3 2022 | 620 | $15.7B | 269,157,574 | 54 | 220 | 188 | 0.1% |
| Q2 2022 | 622 | $18.1B | 268,590,996 | 61 | 217 | 191 | 0.0% |
| Q1 2022 | 630 | $18.6B | 266,212,691 | 92 | 220 | 171 | 0.1% |
| Q4 2021 | 579 | $17.2B | 265,136,052 | 49 | 159 | 207 | 0.1% |
| Q3 2021 | 559 | $15.8B | 264,711,945 | 43 | 190 | 178 | 0.1% |
| Q2 2021 | 573 | $15.6B | 263,211,022 | 58 | 211 | 182 | 0.2% |
| Q1 2021 | 566 | $16.0B | 261,203,701 | 74 | 184 | 189 | 0.0% |
| Q4 2020 | 556 | $16.0B | 262,795,136 | 53 | 164 | 196 | 0.1% |
| Q3 2020 | 557 | $15.9B | 259,288,988 | 52 | 183 | 190 | 0.1% |
| Q2 2020 | 554 | $15.5B | 265,124,075 | 60 | 165 | 214 | 0.1% |
| Q1 2020 | 562 | $15.7B | 266,823,848 | 64 | 186 | 211 | 0.1% |
| Q4 2019 | 583 | $16.9B | 269,173,513 | 54 | 201 | 193 | 0.1% |
| Q3 2019 | 557 | $17.3B | 269,631,552 | 59 | 165 | 206 | 0.1% |
| Q2 2019 | 545 | $15.4B | 266,001,555 | 45 | 183 | 191 | 0.3% |
| Q1 2019 | 570 | $14.6B | 263,591,545 | 72 | 207 | 167 | 0.1% |
| Q4 2018 | 553 | $13.3B | 267,640,476 | 6 | 11 | 9 | 0.1% |