EVERSOURCE ENERGY (ES)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,060
Reporting holders
$23.5B
Reported value
86.0%
Of shares outstanding
0.2%
Held as options
+53
Holder change
Institutions report 324,080,291 shares against 376,674,754 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. | $3.1B | 42,706,691 | 0.05% | 8q | +1.3%+$40.8M |
| STATE STREET CORP | $2.1B | 28,475,822 | 0.06% | 31q | +1.1%+$23.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 24,543,557 | 0.04% | 2q | +0.7%+$11.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 20,234,827 | 0.07% | 2q | +1.2%+$16.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $831.2M | 11,541,887 | 0.04% | 31q | +2.1%+$17.3M |
| AQR CAPITAL MANAGEMENT LLC | $772.2M | 10,684,244 | 0.27% | 31q | +170.9%+$487.1M |
| FMR LLC | $690.8M | 9,557,924 | 0.03% | 31q | -25.3%-$234.1M |
| VICTORY CAPITAL MANAGEMENT INC | $618.2M | 8,553,991 | 0.35% | 31q | +16.9%+$89.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $478.5M | 6,620,413 | 0.09% | 31q | +1.3%+$6.4M |
| Invesco Ltd. | $437.7M | 6,056,927 | 0.03% | 31q | +10.7%+$42.2M |
| MORGAN STANLEY | $436.4M | 6,038,233 | 0.02% | 35q | +2.6%+$11.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $425.6M | 5,889,452 | 0.06% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $425.6M | 5,889,452 | 0.06% | new | NEW |
| Nuveen, LLC | $372.4M | 5,153,479 | 0.09% | 6q | +11.7%+$38.9M |
| Legal & General Group Plc | $359.2M | 4,970,456 | 0.07% | 31q | +1.7%+$5.9M |
| GOLDMAN SACHS GROUP INC | $330.4M | 4,571,895 | 0.03% | 31q | +15.1%+$43.4M |
| DEUTSCHE BANK AG\ | $311.5M | 4,310,891 | 0.09% | 34q | +184.1%+$201.9M |
| NORGES BANK | $307.7M | 4,257,095 | 0.03% | 32q | -11.5%-$40.1M |
| HSBC HOLDINGS PLC | $272.1M | 3,759,955 | 0.11% | 31q | +2.8%+$7.5M |
| NORTHERN TRUST CORP | $268.7M | 3,718,094 | 0.03% | 31q | +2.6%+$6.7M |
| Magellan Asset Management Ltd | $248.4M | 3,437,065 | 5.55% | 31q | -44.4%-$198.4M |
| Bank of New York Mellon Corp | $224.0M | 3,099,703 | 0.04% | 31q | +3.2%+$6.9M |
| ROYAL BANK OF CANADA | $195.4M | 2,703,829 | 0.03% | 31q | -2.0%-$3.9M |
| Zimmer Partners, LP | $194.5M | 2,691,701 | 4.48% | 11q | -19.5%-$47.0M |
| ProShare Advisors LLC | $182.4M | 2,523,412 | 0.26% | 31q | +4.4%+$7.7M |
| Amundi | $171.5M | 2,372,598 | 0.04% | 21q | +3.1%+$5.1M |
| DIMENSIONAL FUND ADVISORS LP | $164.2M | 2,271,875 | 0.03% | 31q | +8.5%+$12.9M |
| VANGUARD FIDUCIARY TRUST CO | $152.6M | 2,112,178 | 0.03% | 2q | HELD |
| FIRST TRUST ADVISORS LP | $149.4M | 2,066,768 | 0.09% | 31q | +8.1%+$11.2M |
| UBS Group AG | $146.2M | 2,023,242 | 0.02% | 31q | +7.3%+$10.0M |
| FRANKLIN RESOURCES INC | $142.3M | 1,969,146 | 0.03% | 31q | -12.9%-$21.2M |
| JPMORGAN CHASE & CO | $138.5M | 1,877,845 | 0.01% | 31q | +12.0%+$14.8M |
| MACKENZIE FINANCIAL CORP | $110.4M | 1,527,855 | 0.11% | 31q | +35.7%+$29.1M |
| WELLS FARGO & COMPANY/MN | $107.5M | 1,487,715 | 0.02% | 31q | -47.1%-$95.6M |
| BANK OF AMERICA CORP /DE/ | $106.1M | 1,467,807 | 0.01% | 31q | -7.3%-$8.3M |
| ONTARIO TEACHERS PENSION PLAN BOARD | $103.9M | 1,437,437 | 0.66% | 4q | +4975.2%+$101.8M |
| Empower Advisory Group, LLC | $94.1M | 1,301,909 | 0.22% | 14q | +2.0%+$1.9M |
| AMERICAN CENTURY COMPANIES INC | $91.7M | 1,268,647 | 0.04% | 31q | -42.3%-$67.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $87.5M | 1,186,578 | 0.06% | 31q | +13.4%+$10.3M |
| Bridgewater Associates, LP | $86.4M | 1,195,140 | 0.35% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $85.3M | 1,179,781 | 0.31% | 18q | -39.4%-$55.5M |
| Robeco Institutional Asset Management B.V. | $83.1M | 1,149,543 | 0.10% | 38q | -12.4%-$11.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $79.2M | 1,096,271 | 0.04% | 31q | +18.4%+$12.3M |
| Allianz Asset Management GmbH | $78.9M | 1,138,879 | 0.07% | 40q | HELD |
| Quantinno Capital Management LP | $77.6M | 1,074,021 | 0.09% | 12q | +37.2%+$21.0M |
| Swiss National Bank | $76.6M | 1,060,033 | 0.04% | 31q | -3.7%-$3.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $71.0M | 982,349 | 0.04% | 31q | +7.5%+$5.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $70.1M | 970,366 | 0.02% | 2q | +25.2%+$14.1M |
| Sumitomo Mitsui Trust Group, Inc. | $65.7M | 909,268 | 0.04% | 31q | +0.8%+$520.8K |
| Aberdeen Group plc | $63.0M | 872,259 | 0.09% | 31q | +4.7%+$2.8M |
| California Public Employees Retirement System | $62.5M | 864,485 | 0.04% | 31q | -12.7%-$9.1M |
| M&G PLC | $62.3M | 865,942 | 0.31% | 10q | -1.7%-$1.1M |
| BNP PARIBAS FINANCIAL MARKETS | $59.8M | 827,038 | 0.02% | 31q | +71.9%+$25.0M |
| Russell Investments Group, Ltd. | $59.0M | 814,809 | 0.05% | 31q | +0.6%+$327.6K |
| Vanguard Global Advisers, LLC | $58.5M | 809,250 | 0.03% | 2q | -1.0%-$595.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $57.2M | 791,436 | 0.04% | 2q | +13.1%+$6.6M |
| Man Group plc | $57.2M | 791,008 | 0.09% | 25q | -17.0%-$11.7M |
| RHUMBLINE ADVISERS | $54.9M | 760,110 | 0.04% | 31q | +2.0%+$1.1M |
| NOMURA ASSET MANAGEMENT CO LTD | $54.3M | 751,287 | 0.12% | 31q | +2.5%+$1.3M |
| Swedbank AB | $54.0M | 747,672 | 0.05% | 21q | +6.5%+$3.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $53.2M | 736,012 | 0.04% | 31q | -0.8%-$431.2K |
| National Pension Service | $52.7M | 729,627 | 0.03% | 31q | +4.1%+$2.1M |
| Vest Financial, LLC | $52.5M | 726,705 | 0.55% | 6q | HELD |
| GABELLI FUNDS LLC | $49.7M | 688,350 | 0.32% | 31q | -9.9%-$5.5M |
| RENAISSANCE TECHNOLOGIES LLC | $47.9M | 663,180 | 0.07% | 2q | +2172.7%+$45.8M |
| NEW YORK STATE COMMON RETIREMENT FUND | $46.1M | 637,760 | 0.06% | 31q | -1.5%-$718.8K |
| AVIVA PLC | $45.3M | 627,307 | 0.07% | 31q | +0.6%+$292.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $43.3M | 598,567 | 0.21% | 31q | -10.2%-$4.9M |
| IEQ CAPITAL, LLC | $43.0M | 595,400 | 0.20% | 20q | +95.4%+$21.0M |
| Boston Trust Walden Corp | $43.0M | 594,733 | 0.33% | 31q | -8.0%-$3.7M |
| LAZARD ASSET MANAGEMENT LLC | $41.6M | 575,878 | 0.06% | 3q | +5.8%+$2.3M |
| LPL Financial LLC | $40.6M | 561,940 | 0.01% | 31q | +7.1%+$2.7M |
| BANK OF MONTREAL /CAN/ | $39.5M | 546,300 | 0.01% | 31q | +17.6%+$5.9M |
| Cerity Partners LLC | $38.8M | 537,372 | 0.05% | 19q | +149.7%+$23.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $38.0M | 526,106 | 0.04% | 31q | -21.9%-$10.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37.8M | 522,622 | 0.02% | 2q | +37.3%+$10.3M |
| Vontobel Holding Ltd. | $37.0M | 511,826 | 0.12% | 23q | +1.7%+$601.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $36.9M | 510,860 | 0.02% | 30q | +317.7%+$28.1M |
| Electron Capital Partners, LLC | $36.7M | 507,164 | 1.46% | new | NEW |
| CITIGROUP INC | $35.9M | 496,580 | 0.01% | 31q | +31.7%+$8.6M |
| Mariner, LLC | $35.6M | 492,896 | 0.04% | 31q | +120.8%+$19.5M |
| Retirement Systems of Alabama | $34.0M | 470,390 | 0.10% | 31q | HELD |
| BARCLAYS PLC | $33.2M | 459,749 | 0.01% | 31q | -59.5%-$48.7M |
| Freestone Grove Partners LP | $33.0M | 456,830 | 0.21% | 2q | +4508.4%+$32.3M |
| Verition Fund Management LLC | $33.0M | 456,304 | 0.08% | new | NEW |
| STIFEL FINANCIAL CORP | $32.8M | 453,705 | 0.03% | 31q | +5.4%+$1.7M |
| AE Wealth Management LLC | $32.0M | 443,297 | 0.15% | 31q | +16.6%+$4.6M |
| ALPS ADVISORS INC | $31.9M | 441,320 | 0.15% | 11q | +14.5%+$4.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $31.2M | 432,718 | 0.05% | 7q | -4.1%-$1.3M |
| PRINCIPAL FINANCIAL GROUP INC | $30.9M | 428,190 | 0.02% | 31q | +1.5%+$451.8K |
| HighTower Advisors, LLC | $29.8M | 412,545 | 0.03% | 31q | +12.3%+$3.3M |
| ALLIANCEBERNSTEIN L.P. | $29.6M | 427,312 | 0.01% | 31q | -4.9%-$1.5M |
| Arbejdsmarkedets Tillaegspension | $29.0M | 401,800 | 0.63% | 2q | +168.1%+$18.2M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $28.9M | 399,707 | 0.05% | 31q | -1.1%-$309.3K |
| DANSKE BANK A/S | $28.6M | 395,466 | 0.06% | 10q | +5.2%+$1.4M |
| Swiss Life Asset Management Ltd | $28.1M | 388,873 | 0.12% | 24q | -5.5%-$1.6M |
| Maryland State Retirement & Pension System | $27.3M | 377,225 | 0.47% | 23q | +5.8%+$1.5M |
| Vanguard Investments Australia, Ltd. | $27.1M | 375,381 | 0.07% | 2q | +2.6%+$677.3K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $25.5M | 352,400 | 0.42% | 6q | +13.2%+$3.0M |
| KLP KAPITALFORVALTNING AS | $25.3M | 349,793 | 0.08% | 7q | +7.5%+$1.8M |
Showing the largest 100 of 1,123 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 | 1,060 | $23.5B | 324,080,291 | 135 | 420 | 285 | 0.2% |
| Q1 2026 | 1,007 | $40.1B | 307,934,261 | 114 | 406 | 261 | 46.8% |
| Q4 2025 | 964 | $37.0B | 312,938,800 | 85 | 354 | 285 | 43.0% |
| Q3 2025 | 920 | $22.5B | 305,640,785 | 118 | 334 | 248 | 0.8% |
| Q2 2025 | 865 | $19.5B | 305,917,204 | 118 | 321 | 236 | 0.4% |
| Q1 2025 | 814 | $18.6B | 299,734,236 | 100 | 297 | 236 | 0.2% |
| Q4 2024 | 796 | $17.4B | 302,080,972 | 55 | 277 | 248 | 0.2% |
| Q3 2024 | 784 | $19.9B | 292,103,170 | 106 | 252 | 227 | 0.2% |
| Q2 2024 | 733 | $16.1B | 283,812,772 | 78 | 245 | 256 | 0.3% |
| Q1 2024 | 728 | $17.3B | 288,399,941 | 75 | 235 | 245 | 0.4% |
| Q4 2023 | 728 | $17.3B | 279,382,117 | 84 | 204 | 262 | 0.4% |
| Q3 2023 | 696 | $15.9B | 274,353,795 | 56 | 261 | 209 | 0.2% |
| Q2 2023 | 728 | $19.5B | 274,244,398 | 63 | 233 | 236 | 0.1% |
| Q1 2023 | 724 | $21.0B | 269,024,205 | 69 | 244 | 206 | 0.1% |
| Q4 2022 | 673 | $21.1B | 252,519,711 | 57 | 231 | 185 | 0.1% |
| Q3 2022 | 827 | $21.4B | 274,284,216 | 53 | 307 | 240 | 0.1% |
| Q2 2022 | 853 | $23.1B | 273,886,501 | 71 | 303 | 232 | 0.1% |
| Q1 2022 | 849 | $23.7B | 269,915,042 | 86 | 285 | 248 | 0.1% |
| Q4 2021 | 813 | $25.1B | 275,479,137 | 71 | 231 | 246 | 0.2% |
| Q3 2021 | 757 | $22.2B | 271,839,106 | 53 | 242 | 225 | 0.2% |
| Q2 2021 | 775 | $21.5B | 267,727,852 | 59 | 263 | 238 | 0.1% |
| Q1 2021 | 789 | $23.3B | 269,055,709 | 54 | 253 | 295 | 0.1% |
| Q4 2020 | 810 | $23.1B | 266,413,248 | 65 | 272 | 233 | 0.1% |
| Q3 2020 | 762 | $22.2B | 265,909,213 | 66 | 250 | 235 | 0.2% |
| Q2 2020 | 742 | $23.0B | 274,928,965 | 73 | 247 | 242 | 0.6% |
| Q1 2020 | 741 | $21.1B | 268,675,864 | 67 | 247 | 272 | 0.4% |
| Q4 2019 | 758 | $23.8B | 279,262,816 | 71 | 246 | 211 | 0.4% |
| Q3 2019 | 696 | $23.2B | 270,957,886 | 66 | 262 | 200 | 0.2% |
| Q2 2019 | 685 | $19.8B | 259,935,098 | 64 | 249 | 192 | 0.4% |
| Q1 2019 | 694 | $16.9B | 237,378,104 | 62 | 214 | 219 | 0.3% |
| Q4 2018 | 691 | $15.8B | 243,372,728 | 8 | 14 | 10 | 0.3% |