NISOURCE INC (NI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
851
Reporting holders
$20.4B
Reported value
89.1%
Of shares outstanding
0.2%
Held as options
+30
Holder change
Institutions report 427,429,464 shares against 479,560,100 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. | $2.6B | 54,957,602 | 0.04% | 8q | +6.8%+$165.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 31,351,094 | 0.03% | 2q | +0.7%+$9.9M |
| STATE STREET CORP | $1.3B | 27,622,784 | 0.04% | 31q | +1.9%+$24.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 27,067,956 | 0.06% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $611.9M | 12,920,034 | 0.03% | 31q | +2.4%+$14.5M |
| DEUTSCHE BANK AG\ | $574.3M | 12,077,706 | 0.17% | 34q | +3.1%+$17.1M |
| FMR LLC | $483.6M | 10,170,078 | 0.02% | 31q | +10.3%+$45.0M |
| JENNISON ASSOCIATES LLC | $439.1M | 9,235,389 | 0.26% | 21q | HELD |
| Invesco Ltd. | $370.4M | 7,790,163 | 0.03% | 31q | HELD |
| NORGES BANK | $370.4M | 7,789,733 | 0.04% | 32q | -3.4%-$13.2M |
| JPMORGAN CHASE & CO | $335.3M | 6,963,215 | 0.02% | 31q | -18.7%-$77.1M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $294.6M | 6,194,560 | 1.39% | 31q | HELD |
| FRANKLIN RESOURCES INC | $281.8M | 5,927,229 | 0.06% | 31q | -1.0%-$2.8M |
| MORGAN STANLEY | $265.5M | 5,583,433 | 0.01% | 35q | +1.9%+$4.9M |
| Newport Trust Company, LLC | $257.5M | 5,416,323 | 0.62% | 27q | -3.2%-$8.6M |
| Pictet Asset Management Holding SA | $237.8M | 5,001,382 | 0.23% | 12q | +3.9%+$9.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $214.7M | 4,515,728 | 0.03% | 31q | +1.0%+$2.0M |
| Sixth Street Partners Management Company, L.P. | $214.7M | 4,515,728 | 0.03% | new | NEW |
| Soroban Capital Partners LP | $213.7M | 4,493,353 | 0.45% | 11q | HELD |
| NORTHERN TRUST CORP | $210.3M | 4,422,988 | 0.02% | 31q | +3.9%+$8.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $208.4M | 4,381,989 | 0.04% | 31q | +4.4%+$8.7M |
| GOLDMAN SACHS GROUP INC | $206.7M | 4,346,417 | 0.02% | 31q | +11.7%+$21.7M |
| Zimmer Partners, LP | $203.4M | 4,277,259 | 4.68% | 15q | -16.8%-$41.2M |
| REAVES W H & CO INC | $194.4M | 4,088,685 | 2.95% | 31q | -0.6%-$1.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $194.0M | 4,079,703 | 0.03% | 31q | -10.0%-$21.6M |
| CITADEL ADVISORS LLC | $189.3M | 3,715,541 | 0.02% | 31q | +360.8%+$148.3M |
| Legal & General Group Plc | $179.8M | 3,782,091 | 0.04% | 31q | -2.4%-$4.4M |
| BANK OF AMERICA CORP /DE/ | $172.5M | 3,628,102 | 0.01% | 31q | +17.5%+$25.7M |
| Balyasny Asset Management L.P. | $164.4M | 3,457,694 | 0.20% | 4q | +27379.1%+$163.8M |
| Brookfield Corp /ON/ | $164.1M | 3,451,951 | 0.21% | 25q | -6.2%-$10.9M |
| BARCLAYS PLC | $160.7M | 3,378,846 | 0.03% | 31q | -3.2%-$5.4M |
| ALKEON CAPITAL MANAGEMENT LLC | $160.0M | 3,365,500 | 0.22% | 6q | HELD |
| Nuveen, LLC | $154.5M | 3,248,805 | 0.04% | 6q | +46.3%+$48.9M |
| Bank of New York Mellon Corp | $146.8M | 3,086,953 | 0.02% | 31q | -1.4%-$2.0M |
| VANGUARD FIDUCIARY TRUST CO | $128.0M | 2,692,879 | 0.03% | 2q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $124.0M | 2,607,612 | 0.02% | 31q | +1.9%+$2.3M |
| ROYAL BANK OF CANADA | $121.5M | 2,554,222 | 0.02% | 31q | -8.0%-$10.6M |
| AQR CAPITAL MANAGEMENT LLC | $120.0M | 2,524,323 | 0.04% | 23q | +56.2%+$43.2M |
| Qube Research & Technologies Ltd | $118.7M | 2,496,134 | 0.11% | 2q | +2320.0%+$113.8M |
| ANTIPODES PARTNERS Ltd | $102.9M | 2,164,103 | 1.89% | 4q | +3.2%+$3.1M |
| UBS Group AG | $97.3M | 2,046,373 | 0.01% | 31q | -65.2%-$182.0M |
| MIZUHO MARKETS AMERICAS LLC | $95.4M | 2,007,300 | 1.50% | 2q | +21.6%+$16.9M |
| PFA Pension, Forsikringsaktieselskab | $91.7M | 1,928,014 | 0.23% | 3q | -19.7%-$22.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $88.5M | 1,860,744 | 0.03% | 4q | -1.0%-$895.4K |
| Amundi | $85.0M | 1,788,427 | 0.02% | 21q | +94.3%+$41.3M |
| ONTARIO TEACHERS PENSION PLAN BOARD | $83.2M | 1,750,406 | 0.53% | 2q | +6206.4%+$81.9M |
| Yaupon Capital Management LP | $83.2M | 1,749,831 | 1.64% | 3q | +40.8%+$24.1M |
| BANK OF MONTREAL /CAN/ | $80.3M | 1,688,775 | 0.03% | 31q | -50.2%-$81.1M |
| PRINCIPAL FINANCIAL GROUP INC | $79.7M | 1,675,691 | 0.04% | 31q | -2.2%-$1.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $78.3M | 1,625,247 | 0.06% | 31q | +58.3%+$28.8M |
| AVIVA PLC | $73.0M | 1,535,872 | 0.11% | 8q | +0.7%+$485.5K |
| EXCHANGE TRADED CONCEPTS, LLC | $72.7M | 1,529,638 | 0.17% | 20q | +96.5%+$35.7M |
| AMERIPRISE FINANCIAL INC | $72.2M | 1,517,394 | 0.01% | 31q | -50.7%-$74.2M |
| TCW GROUP INC | $71.7M | 1,508,334 | 0.48% | 13q | -22.3%-$20.5M |
| Bahl & Gaynor LLC | $71.1M | 1,495,587 | 0.33% | 31q | +5.1%+$3.4M |
| TD Asset Management Inc | $68.7M | 1,445,335 | 0.06% | 31q | -0.7%-$502.3K |
| Bridgewater Associates, LP | $67.0M | 1,410,001 | 0.28% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $64.8M | 1,361,756 | 0.02% | 31q | +20.3%+$10.9M |
| Swiss National Bank | $64.3M | 1,352,100 | 0.03% | 31q | -3.5%-$2.3M |
| Epoch Investment Partners, Inc. | $62.2M | 1,308,412 | 0.35% | 31q | +17.0%+$9.0M |
| Assenagon Asset Management S.A. | $61.0M | 1,282,658 | 0.04% | 20q | +48.3%+$19.9M |
| FIRST TRUST ADVISORS LP | $60.5M | 1,273,114 | 0.04% | 31q | -11.4%-$7.8M |
| EVENTIDE ASSET MANAGEMENT, LLC | $55.1M | 1,158,290 | 0.74% | 7q | +1.3%+$699.5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $55.1M | 1,157,807 | 0.03% | 31q | +4.8%+$2.5M |
| Russell Investments Group, Ltd. | $54.0M | 1,133,939 | 0.05% | 31q | +10.0%+$4.9M |
| NewEdge Advisors, LLC | $50.9M | 1,070,157 | 0.15% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $49.7M | 1,046,053 | 0.03% | 2q | +12.5%+$5.5M |
| Vanguard Global Advisers, LLC | $49.0M | 1,030,956 | 0.02% | 2q | -1.3%-$644.0K |
| Sumitomo Mitsui Trust Group, Inc. | $48.9M | 1,028,490 | 0.03% | 31q | -0.6%-$312.4K |
| VOYA INVESTMENT MANAGEMENT LLC | $48.0M | 1,008,882 | 0.04% | 31q | +1.7%+$780.2K |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $47.2M | 992,110 | 0.48% | 5q | +42.5%+$14.1M |
| First Financial Bankshares Inc | $47.2M | 991,625 | 0.88% | 11q | -0.9%-$418.1K |
| RHUMBLINE ADVISERS | $46.9M | 987,112 | 0.04% | 31q | HELD |
| PANAGORA ASSET MANAGEMENT INC | $45.6M | 958,528 | 0.14% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $42.8M | 900,697 | 0.05% | 31q | +233.1%+$30.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $41.7M | 877,262 | 0.06% | 24q | -22.4%-$12.0M |
| Retirement Systems of Alabama | $41.1M | 863,986 | 0.12% | 31q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $40.8M | 858,650 | 0.03% | 31q | -29.3%-$16.9M |
| California Public Employees Retirement System | $40.7M | 856,375 | 0.02% | 31q | -16.2%-$7.9M |
| HITE Hedge Asset Management LLC | $39.9M | 839,916 | 2.19% | 23q | -4.3%-$1.8M |
| Verition Fund Management LLC | $39.6M | 832,090 | 0.10% | 25q | +150.6%+$23.8M |
| WELLS FARGO & COMPANY/MN | $39.1M | 822,363 | 0.01% | 31q | -57.2%-$52.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $38.4M | 807,404 | 0.06% | 3q | -9.7%-$4.1M |
| ENVESTNET ASSET MANAGEMENT INC | $38.3M | 806,397 | 0.01% | 31q | +45.1%+$11.9M |
| HSBC HOLDINGS PLC | $36.7M | 771,230 | 0.02% | 31q | -4.5%-$1.7M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $36.2M | 761,849 | 0.18% | 31q | -10.0%-$4.0M |
| RENAISSANCE TECHNOLOGIES LLC | $35.5M | 747,300 | 0.05% | 2q | +8203.3%+$35.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $35.3M | 743,163 | 0.02% | 3q | +131.9%+$20.1M |
| VICTORY CAPITAL MANAGEMENT INC | $34.4M | 724,218 | 0.02% | 31q | +1.9%+$639.5K |
| Rockefeller Capital Management L.P. | $33.6M | 706,882 | 0.05% | 31q | +2.8%+$923.8K |
| AE Wealth Management LLC | $33.4M | 703,036 | 0.16% | 16q | +165.3%+$20.8M |
| Artemis Investment Management LLP | $30.9M | 650,616 | 0.28% | 7q | -33.6%-$15.7M |
| ALLIANCEBERNSTEIN L.P. | $30.9M | 661,547 | 0.01% | 31q | +13.3%+$3.6M |
| CITIGROUP INC | $29.7M | 624,075 | 0.01% | 31q | +4.9%+$1.4M |
| Badgley Phelps Wealth Managers, LLC | $29.6M | 623,005 | 0.52% | 17q | HELD |
| Waratah Capital Advisors Ltd. | $29.3M | 616,779 | 1.00% | 2q | +63.9%+$11.4M |
| Robeco Institutional Asset Management B.V. | $29.2M | 613,210 | 0.04% | 38q | +41.7%+$8.6M |
| STRS OHIO | $28.6M | 600,783 | 0.11% | 31q | +7.7%+$2.1M |
| Thomasville National Bank | $28.2M | 592,284 | 1.55% | 13q | HELD |
| ZACKS INVESTMENT MANAGEMENT | $28.0M | 588,069 | 0.20% | 10q | +37.3%+$7.6M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | T. Rowe Price Investment Management, Inc. | 6.2% |
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 | 851 | $20.4B | 427,429,464 | 96 | 345 | 207 | 0.2% |
| Q1 2026 | 821 | $18.5B | 397,029,707 | 109 | 300 | 222 | 0.1% |
| Q4 2025 | 772 | $16.7B | 397,759,676 | 76 | 266 | 222 | 0.3% |
| Q3 2025 | 716 | $17.3B | 394,824,900 | 84 | 237 | 217 | 1.4% |
| Q2 2025 | 702 | $16.0B | 397,237,165 | 60 | 289 | 206 | 0.1% |
| Q1 2025 | 721 | $15.9B | 397,341,294 | 107 | 256 | 192 | 0.1% |
| Q4 2024 | 667 | $14.6B | 395,790,518 | 79 | 235 | 185 | 0.1% |
| Q3 2024 | 612 | $13.9B | 399,993,359 | 86 | 197 | 192 | 0.1% |
| Q2 2024 | 571 | $11.2B | 388,822,297 | 60 | 227 | 170 | 0.1% |
| Q1 2024 | 554 | $10.7B | 387,229,512 | 71 | 208 | 152 | 0.1% |
| Q4 2023 | 531 | $10.0B | 375,739,598 | 64 | 182 | 169 | 0.7% |
| Q3 2023 | 502 | $8.9B | 358,051,005 | 58 | 160 | 158 | 1.0% |
| Q2 2023 | 475 | $10.0B | 364,796,659 | 34 | 153 | 157 | 0.1% |
| Q1 2023 | 482 | $10.0B | 358,058,114 | 50 | 175 | 134 | 0.1% |
| Q4 2022 | 438 | $8.7B | 319,241,558 | 66 | 153 | 106 | 0.2% |
| Q3 2022 | 539 | $9.6B | 380,142,398 | 59 | 175 | 166 | 0.1% |
| Q2 2022 | 532 | $11.4B | 388,342,210 | 57 | 194 | 153 | 0.1% |
| Q1 2022 | 531 | $12.1B | 380,517,107 | 79 | 175 | 168 | 0.1% |
| Q4 2021 | 518 | $10.7B | 385,616,959 | 59 | 200 | 110 | 0.3% |
| Q3 2021 | 492 | $9.1B | 375,497,525 | 46 | 166 | 136 | 0.2% |
| Q2 2021 | 509 | $9.0B | 368,322,962 | 62 | 169 | 138 | 0.2% |
| Q1 2021 | 488 | $8.8B | 364,560,078 | 65 | 171 | 137 | 0.3% |
| Q4 2020 | 462 | $8.3B | 358,914,910 | 48 | 131 | 158 | 0.3% |
| Q3 2020 | 461 | $8.0B | 360,690,514 | 44 | 138 | 147 | 0.3% |
| Q2 2020 | 458 | $8.0B | 350,388,956 | 52 | 146 | 149 | 0.1% |
| Q1 2020 | 476 | $8.7B | 348,187,197 | 56 | 151 | 157 | 0.1% |
| Q4 2019 | 489 | $9.9B | 354,230,580 | 47 | 164 | 144 | 0.0% |
| Q3 2019 | 480 | $10.4B | 346,084,867 | 46 | 162 | 131 | 0.1% |
| Q2 2019 | 485 | $10.0B | 348,546,522 | 52 | 161 | 131 | 0.1% |
| Q1 2019 | 481 | $10.1B | 353,912,052 | 43 | 169 | 137 | 0.1% |
| Q4 2018 | 482 | $9.0B | 353,813,106 | 7 | 9 | 5 | 0.1% |