NISOURCE INC (NI)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ausbil Investment Management Ltd | $6.6M | 168,695 | 3.31% | 9q | +7.1%+$434.3K |
| HF Advisory Group, LLC | $3.0M | 77,833 | 0.90% | 12q | +12.1%+$327.6K |
| GAMMA Investing LLC | $1.2M | 30,220 | 0.04% | 12q | -2.4%-$29.1K |
| Everhart Financial Group, Inc. | $1.1M | 29,271 | 0.07% | 15q | -6.2%-$76.0K |
| Farther Finance Advisors, LLC | $1.0M | 26,193 | 0.01% | 16q | +8.0%+$75.8K |
| Crumly & Associates Inc. | $820.9K | 21,048 | 0.15% | 14q | +1.2%+$10.0K |
| Oak Grove Capital LLC | $725.4K | 18,600 | 0.03% | 2q | HELD |
| Valeo Financial Advisors, LLC | $698.7K | 17,909 | 0.01% | 16q | +7.5%+$48.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $684.3K | 17,547 | 0.06% | 32q | +12.4%+$75.5K |
| STABLEFORD CAPITAL II LLC | $615.1K | 15,773 | 0.21% | 14q | -1.3%-$7.8K |
| SAPIENT CAPITAL LLC | $308.2K | 7,903 | 0.00% | 12q | -50.1%-$309.4K |
| Versant Capital Management, Inc | $295.5K | 7,576 | 0.03% | 32q | +45.1%+$91.8K |
| CoreCap Advisors, LLC | $61.0K | 1,564 | 0.00% | 11q | +1.4% |
| ARMSTRONG ADVISORY GROUP, INC | $43.0K | 1,102 | 0.00% | 16q | HELD |
| EASTERN BANK | $34.9K | 895 | 0.00% | 9q | HELD |
| FIRST COMMUNITY TRUST NA | $30.9K | 792 | 0.01% | 10q | HELD |
| MassMutual Private Wealth & Trust, FSB | $29.6K | 760 | 0.00% | 23q | -9.5%-$3.1K |
| GoalVest Advisory LLC | $22.2K | 570 | 0.00% | 7q | HELD |
| Bank of New Hampshire | $19.5K | 500 | 0.00% | 19q | HELD |
| Grove Bank & Trust | $12.9K | 331 | 0.00% | 9q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $6.1K | 157 | 0.00% | 5q | +23.6%+$1.2K |
| Marquette Asset Management, LLC | $5.1K | 131 | 0.00% | 3q | +122.0%+$2.8K |
| GK Wealth Management LLC | $1.9K | 48 | 0.00% | new | NEW |
| Planning Strategies Inc. | $1.8K | 46 | 0.00% | 2q | -24.6% |
| Aventus Investment Advisors, Inc. | $1.2K | 32 | 0.00% | new | NEW |
| Davis Capital Management | $702 | 18 | 0.00% | 5q | -21.7% |
| CX Institutional | $263 | 6,751 | 0.01% | 7q | -4.2% |
| GILPIN WEALTH MANAGEMENT, LLC | $156 | 4 | 0.00% | new | NEW |
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% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-14 | BIRMINGHAM MELODY | EVP & Grp President, Utilities | Sold | 37,509 | $1.6M |
| 2026-05-21 | Yates Lloyd M | Director and President & CEO | Sold | 19,905 | $950.1K |
| 2026-05-22 | Berman Melanie B. | EVP Administration & CHRO | Sold | 15,000 | $715.2K |
| 2026-05-14 | BIRMINGHAM MELODY | EVP & Grp President, Utilities | Sold | 10,000 | $471.9K |
| 2026-05-20 | BIRMINGHAM MELODY | EVP & Grp President, Utilities | Sold | 2,500 | $118.6K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $17.4M | 445,518 | 3 | 10 | 7 | 0.0% |
| Q2 2026 | 916 | $24.1B | 504,653,264 | 100 | 373 | 222 | 0.2% |
| Q1 2026 | 883 | $21.5B | 460,237,634 | 114 | 320 | 237 | 0.1% |
| Q4 2025 | 837 | $21.0B | 500,573,891 | 79 | 284 | 246 | 0.2% |
| Q3 2025 | 787 | $19.9B | 454,688,152 | 92 | 252 | 245 | 1.2% |
| Q2 2025 | 776 | $18.5B | 459,000,318 | 66 | 309 | 234 | 0.1% |
| Q1 2025 | 798 | $17.9B | 446,808,506 | 118 | 281 | 215 | 0.1% |
| Q4 2024 | 741 | $16.6B | 451,892,459 | 84 | 259 | 213 | 0.1% |
| Q3 2024 | 691 | $15.9B | 459,337,458 | 98 | 218 | 218 | 0.1% |
| Q2 2024 | 643 | $12.9B | 445,813,478 | 62 | 254 | 195 | 0.1% |
| Q1 2024 | 634 | $12.2B | 441,781,486 | 76 | 242 | 175 | 0.1% |
| Q4 2023 | 612 | $11.2B | 417,693,488 | 69 | 215 | 192 | 0.7% |
| Q3 2023 | 589 | $9.8B | 393,446,626 | 65 | 195 | 178 | 0.9% |
| Q2 2023 | 567 | $10.7B | 390,807,084 | 43 | 193 | 178 | 0.1% |
| Q1 2023 | 589 | $11.3B | 402,881,387 | 64 | 219 | 155 | 0.1% |
| Q4 2022 | 576 | $10.5B | 383,721,917 | 80 | 196 | 150 | 0.1% |
| 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% |