NORTHWESTERN ENERGY GROUP IN (NWE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
346
Reporting holders
$4.2B
Reported value
95.2%
Of shares outstanding
0.0%
Held as options
+4
Holder change
Institutions report 58,556,741 shares against 61,517,850 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. | $649.6M | 9,070,752 | 0.01% | 8q | +9.5%+$56.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $254.2M | 3,548,697 | 0.01% | 2q | +1.7%+$4.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $199.8M | 2,790,136 | 0.00% | 2q | HELD |
| STATE STREET CORP | $174.1M | 2,431,546 | 0.01% | 31q | +4.1%+$6.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $128.1M | 1,788,900 | 0.01% | 31q | +5.6%+$6.8M |
| FRANKLIN RESOURCES INC | $113.3M | 1,581,525 | 0.02% | 31q | -2.5%-$2.9M |
| NEUBERGER BERMAN GROUP LLC | $97.3M | 1,357,486 | 0.06% | 12q | +6.5%+$5.9M |
| Balyasny Asset Management L.P. | $92.1M | 1,285,897 | 0.11% | 4q | +41.2%+$26.9M |
| AMERICAN CENTURY COMPANIES INC | $88.7M | 1,238,268 | 0.04% | 31q | -20.5%-$22.9M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $80.4M | 1,121,956 | 1.60% | 31q | -0.9%-$724.0K |
| AQR Arbitrage LLC | $78.4M | 1,094,832 | 1.12% | 4q | +1.2%+$922.8K |
| MILLENNIUM MANAGEMENT LLC | $76.2M | 1,064,119 | 0.03% | 6q | -19.0%-$17.9M |
| GOLDMAN SACHS GROUP INC | $75.3M | 1,051,382 | 0.01% | 31q | -22.2%-$21.5M |
| DIMENSIONAL FUND ADVISORS LP | $74.2M | 1,035,633 | 0.01% | 31q | +1.2%+$888.3K |
| CITIGROUP INC | $73.3M | 1,023,760 | 0.02% | 31q | +38.6%+$20.4M |
| ALLIANCEBERNSTEIN L.P. | $70.0M | 1,061,407 | 0.02% | 31q | +30.0%+$16.2M |
| Hudson Bay Capital Management LP | $64.7M | 903,026 | 0.18% | 3q | +44.5%+$19.9M |
| FMR LLC | $61.7M | 861,126 | 0.00% | 31q | +12.0%+$6.6M |
| NORTHERN TRUST CORP | $59.1M | 824,542 | 0.01% | 31q | +1.9%+$1.1M |
| MORGAN STANLEY | $58.9M | 821,726 | 0.00% | 35q | +6.3%+$3.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $57.8M | 806,508 | 0.09% | 3q | -9.2%-$5.8M |
| River Road Asset Management, LLC | $57.1M | 796,943 | 0.63% | 14q | -20.8%-$15.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.3M | 786,289 | 0.01% | 31q | -3.1%-$1.8M |
| Sixth Street Partners Management Company, L.P. | $56.3M | 786,289 | 0.01% | new | NEW |
| NORGES BANK | $55.9M | 780,561 | 0.01% | 32q | HELD |
| BANK OF AMERICA CORP /DE/ | $54.3M | 758,501 | 0.00% | 31q | -5.6%-$3.2M |
| Bank of New York Mellon Corp | $53.3M | 743,940 | 0.01% | 31q | -1.4%-$760.5K |
| UBS Group AG | $53.0M | 739,681 | 0.01% | 31q | -25.6%-$18.3M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $44.6M | 623,112 | 0.10% | 4q | +14.1%+$5.5M |
| FIRST TRUST ADVISORS LP | $40.3M | 562,654 | 0.02% | 31q | -10.7%-$4.8M |
| Verition Fund Management LLC | $40.2M | 561,328 | 0.10% | 7q | +1831.9%+$38.1M |
| GABELLI FUNDS LLC | $38.6M | 539,200 | 0.25% | 31q | -1.7%-$680.4K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $36.8M | 513,743 | 0.01% | 12q | -5.0%-$1.9M |
| Nuveen, LLC | $36.3M | 506,874 | 0.01% | 6q | +4.1%+$1.4M |
| Schonfeld Strategic Advisors LLC | $35.7M | 498,960 | 0.13% | new | NEW |
| ProShare Advisors LLC | $35.1M | 490,527 | 0.05% | 31q | +1.3%+$437.7K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $33.5M | 467,128 | 0.09% | 22q | -3.6%-$1.2M |
| RAYMOND JAMES FINANCIAL INC | $29.8M | 416,053 | 0.01% | 7q | -8.7%-$2.8M |
| VANGUARD FIDUCIARY TRUST CO | $29.4M | 410,667 | 0.01% | 2q | +3.5%+$985.2K |
| Qube Research & Technologies Ltd | $26.3M | 367,334 | 0.02% | 9q | -53.8%-$30.6M |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $26.0M | 358,197 | 0.63% | 2q | +24.7%+$5.1M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $24.1M | 336,472 | 0.07% | 21q | -21.1%-$6.4M |
| Invesco Ltd. | $23.2M | 323,844 | 0.00% | 31q | -8.5%-$2.2M |
| Fort Baker Capital Management LP | $22.8M | 318,094 | 1.67% | 2q | +1.6%+$362.9K |
| CAXTON ASSOCIATES LLP | $22.4M | 312,172 | 0.42% | 2q | -52.5%-$24.7M |
| JPMORGAN CHASE & CO | $22.3M | 305,076 | 0.00% | 31q | -4.9%-$1.1M |
| MetLife Investment Management, LLC | $22.1M | 309,145 | 0.10% | 32q | +1.5%+$332.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $20.5M | 286,606 | 0.02% | 9q | +4.2%+$819.4K |
| Squarepoint Ops LLC | $19.9M | 277,545 | 0.02% | 7q | +26.8%+$4.2M |
| GAMCO INVESTORS, INC. ET AL | $19.1M | 267,350 | 0.17% | 31q | -2.6%-$501.3K |
| Legal & General Group Plc | $17.8M | 248,405 | 0.00% | 31q | -8.1%-$1.6M |
| PRINCIPAL FINANCIAL GROUP INC | $17.0M | 237,671 | 0.01% | 31q | +5.6%+$895.8K |
| AQR CAPITAL MANAGEMENT LLC | $16.7M | 232,486 | 0.01% | 31q | -64.7%-$30.5M |
| Man Group plc | $15.1M | 211,085 | 0.02% | 2q | -47.2%-$13.5M |
| Magnetar Financial LLC | $14.8M | 206,856 | 0.14% | 5q | +4.2%+$601.3K |
| RHUMBLINE ADVISERS | $14.6M | 204,481 | 0.01% | 31q | +4.4%+$623.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $13.6M | 190,509 | 0.03% | 24q | -15.4%-$2.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $13.1M | 183,299 | 0.01% | 3q | -15.2%-$2.4M |
| D. E. Shaw & Co., Inc. | $10.4M | 145,729 | 0.00% | 3q | -17.5%-$2.2M |
| Public Sector Pension Investment Board | $10.1M | 140,352 | 0.01% | 3q | +100.0%+$5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.9M | 138,393 | 0.00% | 31q | +0.5%+$53.6K |
| Russell Investments Group, Ltd. | $9.3M | 130,410 | 0.01% | 31q | +27.2%+$2.0M |
| New York Life Investment Management LLC | $9.2M | 128,309 | 0.06% | 4q | -1.3%-$121.0K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $9.1M | 126,975 | 0.01% | 3q | -54.0%-$10.7M |
| Swiss National Bank | $8.8M | 123,383 | 0.00% | 31q | +1.6%+$136.1K |
| Polar Asset Management Partners Inc. | $8.8M | 122,834 | 0.14% | 3q | +485.3%+$7.3M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $8.3M | 116,415 | 0.04% | 31q | -8.6%-$785.7K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $8.1M | 113,419 | 0.08% | 31q | -5.6%-$479.6K |
| Yaupon Capital Management LP | $7.9M | 110,131 | 0.16% | 5q | +5.0%+$373.1K |
| LMR Partners LLP | $7.4M | 103,552 | 0.03% | 3q | +553.2%+$6.3M |
| AMERIPRISE FINANCIAL INC | $7.2M | 99,835 | 0.00% | 31q | -51.2%-$7.5M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.0M | 98,142 | 0.02% | 15q | +0.5%+$35.8K |
| Ancora Advisors LLC | $7.0M | 97,785 | 0.13% | 10q | HELD |
| Kintayl Capital LP | $6.4M | 89,342 | 2.54% | 4q | -47.5%-$5.8M |
| Weiss Asset Management LP | $6.3M | 87,518 | 0.07% | 4q | +55.5%+$2.2M |
| BW Gestao de Investimentos Ltda. | $6.0M | 83,862 | 0.12% | new | NEW |
| Cerity Partners LLC | $5.7M | 80,264 | 0.01% | 10q | -6.0%-$365.3K |
| DEUTSCHE BANK AG\ | $5.6M | 78,467 | 0.00% | 34q | -75.3%-$17.1M |
| CONNING INC. | $5.5M | 77,076 | 0.17% | 31q | HELD |
| FIRST MANHATTAN CO. LLC. | $5.5M | 76,982 | 0.01% | 31q | -1.1%-$61.2K |
| Jupiter Topco LLC | $5.5M | 76,104 | 0.00% | new | FIRST |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 71,705 | 0.01% | 25q | +0.7%+$37.9K |
| Magellan Asset Management Ltd | $4.8M | 67,305 | 0.11% | 31q | +2.2%+$102.5K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $4.8M | 66,778 | 0.08% | 25q | -4.6%-$233.1K |
| WELLS FARGO & COMPANY/MN | $4.7M | 65,518 | 0.00% | 31q | -29.9%-$2.0M |
| Retirement Systems of Alabama | $4.6M | 63,617 | 0.01% | 31q | -15.5%-$838.7K |
| FIFTH THIRD BANCORP | $4.3M | 59,485 | 0.01% | 24q | -12.4%-$604.7K |
| Maryland State Retirement & Pension System | $4.2M | 58,045 | 0.07% | 15q | +5.5%+$217.4K |
| ENVESTNET ASSET MANAGEMENT INC | $4.1M | 57,806 | 0.00% | 31q | +3.3%+$132.8K |
| Oliver Luxxe Assets LLC | $3.8M | 53,748 | 0.57% | 11q | -34.8%-$2.1M |
| HEARTLAND ADVISORS INC | $3.8M | 53,687 | 0.17% | 8q | HELD |
| INTECH INVESTMENT MANAGEMENT LLC | $3.7M | 51,861 | 0.03% | 8q | +13.7%+$448.5K |
| MAIRS & POWER INC | $3.7M | 51,191 | 0.03% | 28q | -40.5%-$2.5M |
| Trexquant Investment LP | $3.7M | 51,015 | 0.02% | new | NEW |
| North Star Investment Management Corp. | $3.6M | 50,695 | 0.20% | 31q | -0.6%-$21.8K |
| Bridgewater Associates, LP | $3.6M | 49,915 | 0.01% | 7q | +12.2%+$389.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.6M | 49,809 | 0.00% | 2q | +5.3%+$180.6K |
| Quantinno Capital Management LP | $3.5M | 48,441 | 0.00% | 6q | +126.2%+$1.9M |
| Vanguard Investments Australia, Ltd. | $3.4M | 47,667 | 0.01% | 2q | +2.1%+$71.2K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.3M | 46,489 | 0.00% | 31q | -0.7%-$22.8K |
Showing the largest 100 of 377 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 | 346 | $4.2B | 58,556,741 | 34 | 119 | 118 | 0.0% |
| Q1 2026 | 342 | $3.9B | 58,399,149 | 44 | 116 | 108 | 0.0% |
| Q4 2025 | 326 | $3.8B | 58,420,157 | 44 | 121 | 101 | 0.0% |
| Q3 2025 | 294 | $3.3B | 55,885,239 | 44 | 107 | 96 | 0.0% |
| Q2 2025 | 303 | $3.0B | 58,481,957 | 34 | 111 | 98 | 0.0% |
| Q1 2025 | 313 | $3.3B | 57,545,728 | 49 | 105 | 94 | 0.1% |
| Q4 2024 | 295 | $3.1B | 58,652,678 | 34 | 104 | 81 | 0.0% |
| Q3 2024 | 287 | $3.3B | 57,649,301 | 43 | 91 | 101 | 0.0% |
| Q2 2024 | 271 | $2.9B | 57,745,704 | 31 | 108 | 72 | 0.1% |
| Q1 2024 | 273 | $3.0B | 58,050,802 | 49 | 100 | 79 | 0.1% |
| Q4 2023 | 241 | $3.0B | 58,203,328 | 32 | 88 | 71 | 0.0% |
| Q3 2023 | 238 | $2.6B | 53,868,703 | 26 | 78 | 89 | 0.1% |
| Q2 2023 | 249 | $3.0B | 52,988,120 | 24 | 99 | 67 | 0.0% |
| Q1 2023 | 241 | $3.1B | 53,175,300 | 20 | 85 | 73 | 0.0% |
| Q4 2022 | 228 | $2.7B | 44,944,401 | 33 | 90 | 67 | 0.0% |
| Q3 2022 | 284 | $2.8B | 56,437,509 | 35 | 129 | 66 | 0.1% |
| Q2 2022 | 279 | $3.4B | 57,117,908 | 28 | 99 | 92 | 0.1% |
| Q1 2022 | 275 | $3.5B | 57,488,869 | 30 | 119 | 73 | 0.1% |
| Q4 2021 | 278 | $3.3B | 57,229,701 | 41 | 118 | 67 | 0.1% |
| Q3 2021 | 262 | $2.8B | 49,192,851 | 26 | 88 | 78 | 0.0% |
| Q2 2021 | 261 | $2.9B | 48,132,108 | 29 | 79 | 94 | 0.0% |
| Q1 2021 | 251 | $3.1B | 48,075,971 | 29 | 77 | 89 | 0.0% |
| Q4 2020 | 255 | $2.8B | 48,107,828 | 34 | 77 | 91 | 0.1% |
| Q3 2020 | 259 | $2.4B | 48,695,713 | 26 | 98 | 93 | 0.0% |
| Q2 2020 | 268 | $2.7B | 48,807,194 | 37 | 93 | 90 | 0.0% |
| Q1 2020 | 265 | $3.0B | 50,237,923 | 28 | 90 | 102 | 0.0% |
| Q4 2019 | 282 | $3.6B | 49,929,089 | 25 | 89 | 99 | 0.0% |
| Q3 2019 | 287 | $3.7B | 49,577,732 | 27 | 78 | 112 | 0.0% |
| Q2 2019 | 284 | $3.8B | 51,817,954 | 34 | 89 | 105 | 0.0% |
| Q1 2019 | 288 | $3.5B | 49,034,204 | 48 | 79 | 87 | 0.0% |
| Q4 2018 | 261 | $3.0B | 49,868,802 | 5 | 6 | 3 | 0.0% |