TXNM ENERGY INC (TXNM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
359
Reporting holders
$6.4B
Reported value
101.8%
Of shares outstanding
0.0%
Held as options
+6
Holder change
Institutions report 112,674,714 shares against 110,707,257 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. Share count carried from an earlier filing (concept 2026-04-24); over 100% because an adviser and a sub-adviser can both report the same shares, and 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. | $828.8M | 14,595,837 | 0.01% | 8q | +9.2%+$70.1M |
| Blackstone Inc. | $454.2M | 8,000,000 | 1.38% | 5q | HELD |
| Balyasny Asset Management L.P. | $403.9M | 7,113,061 | 0.50% | 17q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $382.7M | 6,740,196 | 0.02% | 2q | +2.9%+$10.8M |
| Pentwater Capital Management LP | $368.4M | 6,487,500 | 2.25% | 5q | +131.7%+$209.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $274.9M | 4,842,279 | 0.01% | 2q | +2.7%+$7.2M |
| STATE STREET CORP | $234.2M | 4,124,968 | 0.01% | 31q | +6.2%+$13.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $170.2M | 2,996,464 | 0.01% | 31q | +7.3%+$11.6M |
| MILLENNIUM MANAGEMENT LLC | $140.3M | 2,470,809 | 0.05% | 31q | -30.0%-$60.1M |
| Verition Fund Management LLC | $136.6M | 2,406,218 | 0.35% | 8q | +78.6%+$60.1M |
| NORGES BANK | $128.6M | 2,264,722 | 0.01% | 3q | -26.8%-$47.0M |
| GOLDMAN SACHS GROUP INC | $125.3M | 2,206,304 | 0.01% | 31q | -5.7%-$7.6M |
| Qube Research & Technologies Ltd | $118.3M | 2,084,253 | 0.11% | 5q | +66.4%+$47.2M |
| AQR Arbitrage LLC | $102.9M | 1,812,443 | 1.47% | 5q | +2.6%+$2.6M |
| MORGAN STANLEY | $89.9M | 1,583,353 | 0.00% | 35q | +7.1%+$6.0M |
| Magnetar Financial LLC | $82.2M | 1,448,220 | 0.75% | 5q | -1.8%-$1.5M |
| Melqart Asset Management (UK) Ltd | $77.8M | 1,370,244 | 7.40% | 4q | +30.4%+$18.1M |
| ALLIANCEBERNSTEIN L.P. | $77.7M | 1,328,638 | 0.03% | 31q | +21.8%+$13.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $71.7M | 1,262,285 | 0.01% | 31q | +2.3%+$1.6M |
| Sixth Street Partners Management Company, L.P. | $71.7M | 1,262,285 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $68.6M | 1,208,968 | 0.01% | 31q | +6.9%+$4.4M |
| Invesco Ltd. | $68.4M | 1,203,808 | 0.01% | 31q | +30.9%+$16.1M |
| Governors Lane LP | $61.3M | 1,079,170 | 5.12% | 5q | +142.8%+$36.0M |
| LMR Partners LLP | $53.6M | 943,488 | 0.20% | 5q | +35.1%+$13.9M |
| GABELLI FUNDS LLC | $53.0M | 933,521 | 0.34% | 31q | +4.5%+$2.3M |
| HSBC HOLDINGS PLC | $50.7M | 889,385 | 0.02% | 8q | +29.8%+$11.6M |
| MARSHALL WACE, LLP | $50.5M | 889,956 | 0.04% | 6q | +24.2%+$9.8M |
| Hudson Bay Capital Management LP | $50.4M | 888,032 | 0.14% | 18q | +12.1%+$5.4M |
| Empyrean Capital Partners, LP | $46.1M | 812,554 | 1.52% | 11q | -43.7%-$35.8M |
| NEXPOINT ASSET MANAGEMENT, L.P. | $46.1M | 811,090 | 3.08% | 14q | +50.1%+$15.4M |
| UBS Group AG | $45.6M | 803,015 | 0.01% | 31q | -60.5%-$69.7M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $45.0M | 791,704 | 0.06% | 13q | -7.6%-$3.7M |
| Alberta Investment Management Corp | $44.9M | 791,387 | 0.25% | 5q | -11.2%-$5.7M |
| GAMCO INVESTORS, INC. ET AL | $42.4M | 746,544 | 0.38% | 31q | -1.2%-$498.6K |
| Bank of New York Mellon Corp | $42.2M | 743,474 | 0.01% | 31q | -1.3%-$558.7K |
| WATER ISLAND CAPITAL LLC | $41.9M | 737,734 | 3.90% | 5q | +9.3%+$3.6M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $39.1M | 688,984 | 0.09% | 5q | +33.6%+$9.8M |
| VANGUARD FIDUCIARY TRUST CO | $37.8M | 666,367 | 0.01% | 2q | +4.2%+$1.5M |
| RENAISSANCE TECHNOLOGIES LLC | $36.7M | 645,558 | 0.05% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $34.6M | 609,070 | 0.03% | 19q | +85.0%+$15.9M |
| FIRST TRUST ADVISORS LP | $31.2M | 549,405 | 0.02% | 9q | -5.9%-$1.9M |
| Sand Grove Capital Management LLP | $28.8M | 506,546 | 7.51% | 5q | -23.5%-$8.8M |
| HBK INVESTMENTS L P | $27.5M | 484,938 | 0.27% | 3q | -84.1%-$145.1M |
| ALPINE ASSOCIATES MANAGEMENT INC. | $24.6M | 433,368 | 1.54% | 5q | -15.4%-$4.5M |
| Squarepoint Ops LLC | $24.5M | 430,937 | 0.03% | 18q | +15.3%+$3.2M |
| Legal & General Group Plc | $24.2M | 427,046 | 0.01% | 31q | -4.2%-$1.1M |
| Weiss Asset Management LP | $23.4M | 411,513 | 0.24% | 2q | +148.8%+$14.0M |
| SEGALL BRYANT & HAMILL, LLC | $22.4M | 395,077 | 0.27% | 31q | -4.4%-$1.0M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $22.2M | 391,636 | 3.23% | 5q | +13.1%+$2.6M |
| Calamos Advisors LLC | $21.6M | 380,686 | 0.07% | new | NEW |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $21.3M | 375,613 | 0.03% | 4q | -75.3%-$65.0M |
| READYSTATE ASSET MANAGEMENT LP | $21.2M | 372,964 | 0.72% | 4q | -18.3%-$4.7M |
| CAXTON ASSOCIATES LLP | $21.1M | 372,254 | 0.40% | 2q | -46.5%-$18.4M |
| CITADEL ADVISORS LLC | $20.6M | 362,001 | 0.00% | 31q | +23.6%+$3.9M |
| BANK OF AMERICA CORP /DE/ | $20.4M | 360,040 | 0.00% | 31q | +17.8%+$3.1M |
| Public Sector Pension Investment Board | $20.2M | 356,000 | 0.03% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $20.0M | 352,411 | 0.01% | 2q | +41.5%+$5.9M |
| RHUMBLINE ADVISERS | $19.1M | 336,267 | 0.01% | 31q | +4.4%+$803.4K |
| River Road Asset Management, LLC | $18.0M | 316,352 | 0.20% | 12q | -12.3%-$2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $17.9M | 315,011 | 0.02% | 9q | +211.0%+$12.1M |
| Capula Management Ltd | $17.5M | 307,584 | 0.06% | 2q | +753.9%+$15.4M |
| PICTON MAHONEY ASSET MANAGEMENT | $17.0M | 300,000 | 0.13% | 4q | +57.9%+$6.2M |
| Man Group plc | $17.0M | 299,090 | 0.03% | 4q | +107.3%+$8.8M |
| WELLS FARGO & COMPANY/MN | $16.9M | 297,087 | 0.00% | 31q | +220.3%+$11.6M |
| KENNEDY CAPITAL MANAGEMENT LLC | $16.3M | 286,261 | 0.29% | 8q | -4.4%-$750.3K |
| Woodline Partners LP | $15.9M | 280,760 | 0.05% | 5q | -32.2%-$7.6M |
| Nuveen, LLC | $15.5M | 272,933 | 0.00% | 6q | +21.2%+$2.7M |
| Trexquant Investment LP | $15.4M | 270,666 | 0.09% | new | NEW |
| JPMORGAN CHASE & CO | $15.4M | 265,004 | 0.00% | 31q | -76.7%-$50.5M |
| PSquared Asset Management AG | $15.3M | 274,400 | 5.02% | new | NEW |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $14.9M | 263,295 | 0.07% | 31q | -5.4%-$850.6K |
| TUDOR INVESTMENT CORP ET AL | $13.3M | 234,603 | 0.02% | 5q | +24.8%+$2.7M |
| PRINCIPAL FINANCIAL GROUP INC | $12.9M | 227,345 | 0.01% | 31q | +3.1%+$393.5K |
| Nearwater Capital Markets, Ltd | $12.7M | 223,100 | 0.22% | new | NEW |
| FRANKLIN RESOURCES INC | $12.5M | 219,290 | 0.00% | 18q | -73.2%-$34.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12.2M | 214,209 | 0.00% | 31q | -1.6%-$196.5K |
| STATE OF WISCONSIN INVESTMENT BOARD | $12.1M | 213,525 | 0.02% | 25q | +29.1%+$2.7M |
| Polar Asset Management Partners Inc. | $12.1M | 212,868 | 0.20% | 5q | +163.7%+$7.5M |
| Birnam Oak Advisors, LP | $11.2M | 198,018 | 1.82% | 5q | +35.0%+$2.9M |
| Swiss National Bank | $11.2M | 196,700 | 0.01% | 31q | +1.4%+$153.3K |
| California Public Employees Retirement System | $9.8M | 173,148 | 0.01% | 31q | +0.8%+$74.8K |
| CITIGROUP INC | $9.2M | 161,356 | 0.00% | 31q | -52.5%-$10.1M |
| CREDIT INDUSTRIEL ET COMMERCIAL | $9.1M | 160,279 | 0.59% | 5q | +3.6%+$319.4K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $8.5M | 149,080 | 0.62% | 5q | -25.8%-$2.9M |
| NINE MASTS CAPITAL Ltd | $7.9M | 138,521 | 0.79% | 5q | +37.9%+$2.2M |
| ProShare Advisors LLC | $7.6M | 134,247 | 0.01% | 31q | +3.6%+$261.5K |
| Amundi | $7.5M | 132,319 | 0.00% | 3q | +1911.2%+$7.1M |
| AMERIPRISE FINANCIAL INC | $7.2M | 127,385 | 0.00% | 31q | -53.2%-$8.2M |
| Magellan Asset Management Ltd | $6.6M | 116,027 | 0.15% | 31q | +4.2%+$263.0K |
| FMR LLC | $6.5M | 113,718 | 0.00% | 31q | -73.4%-$17.8M |
| TORONTO DOMINION BANK | $6.4M | 112,495 | 0.01% | 3q | -30.0%-$2.7M |
| Lighthouse Investment Partners, LLC | $6.4M | 112,164 | 0.17% | 6q | +363.7%+$5.0M |
| DEUTSCHE BANK AG\ | $6.4M | 112,141 | 0.00% | 34q | -32.1%-$3.0M |
| MetLife Investment Management, LLC | $6.1M | 106,960 | 0.03% | 32q | +5.2%+$302.8K |
| Retirement Systems of Alabama | $5.9M | 103,053 | 0.02% | 31q | -14.2%-$972.4K |
| STANSBERRY ASSET MANAGEMENT, LLC | $5.8M | 102,623 | 0.53% | 4q | -5.6%-$345.7K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $5.8M | 101,419 | 0.31% | 3q | -25.6%-$2.0M |
| Phocas Financial Corp. | $5.5M | 97,364 | 0.77% | 4q | -5.7%-$335.3K |
| BOOTHBAY FUND MANAGEMENT, LLC | $5.3M | 92,727 | 0.07% | 2q | +18.6%+$824.1K |
| SONA ASSET MANAGEMENT (US) LLC | $5.1M | 90,000 | 0.11% | 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 | Pentwater Capital Management LPwith 1 co-filers | 5.9% |
| 2026-08-14 | 13G/A | BALYASNY ASSET MANAGEMENT L.P. SPACwith 4 co-filers | 7.0% |
| 2026-08-14 | 13G/A | BALYASNY ASSET MANAGEMENT L.P.with 4 co-filers | 6.4% |
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 | 359 | $6.4B | 112,674,714 | 43 | 140 | 107 | 0.0% |
| Q1 2026 | 353 | $6.4B | 108,775,579 | 38 | 131 | 111 | 0.0% |
| Q4 2025 | 352 | $6.4B | 107,961,365 | 41 | 130 | 102 | 0.0% |
| Q3 2025 | 330 | $5.9B | 104,440,909 | 44 | 129 | 87 | 0.0% |
| Q2 2025 | 319 | $5.7B | 100,747,231 | 77 | 110 | 81 | 0.1% |
| Q1 2025 | 293 | $5.2B | 93,358,261 | 52 | 101 | 87 | 0.6% |
| Q4 2024 | 271 | $4.3B | 87,856,705 | 33 | 94 | 79 | 0.0% |
| Q3 2024 | 265 | $3.6B | 80,078,789 | 48 | 77 | 95 | 1.9% |
| Q2 2024 | 252 | $3.0B | 79,224,202 | 40 | 89 | 80 | 1.2% |
| Q1 2024 | 238 | $2.9B | 76,670,924 | 44 | 86 | 79 | 0.9% |
| Q4 2023 | 259 | $3.5B | 84,777,149 | 32 | 82 | 90 | 0.0% |
| Q3 2023 | 251 | $3.7B | 82,967,784 | 29 | 83 | 93 | 0.0% |
| Q2 2023 | 247 | $3.5B | 78,071,848 | 28 | 83 | 95 | 0.0% |
| Q1 2023 | 238 | $3.6B | 74,173,080 | 27 | 93 | 72 | 0.0% |
| Q4 2022 | 220 | $3.2B | 66,075,410 | 40 | 81 | 54 | 0.1% |
| Q3 2022 | 262 | $3.7B | 80,390,663 | 27 | 98 | 77 | 0.1% |
| Q2 2022 | 255 | $3.8B | 79,381,120 | 26 | 90 | 79 | 0.4% |
| Q1 2022 | 259 | $3.9B | 81,711,574 | 33 | 100 | 80 | 0.3% |
| Q4 2021 | 259 | $3.6B | 78,306,430 | 43 | 98 | 67 | 0.4% |
| Q3 2021 | 257 | $3.8B | 76,235,743 | 21 | 79 | 97 | 0.3% |
| Q2 2021 | 257 | $3.6B | 74,437,321 | 31 | 89 | 77 | 0.2% |
| Q1 2021 | 251 | $3.8B | 76,468,730 | 27 | 96 | 77 | 0.1% |
| Q4 2020 | 266 | $3.8B | 78,072,357 | 75 | 57 | 90 | 0.1% |
| Q3 2020 | 245 | $3.4B | 81,009,030 | 29 | 65 | 88 | 0.1% |
| Q2 2020 | 243 | $3.1B | 81,048,363 | 34 | 81 | 83 | 0.1% |
| Q1 2020 | 242 | $3.0B | 80,163,967 | 35 | 72 | 83 | 0.0% |
| Q4 2019 | 257 | $3.7B | 73,790,336 | 36 | 88 | 82 | 0.0% |
| Q3 2019 | 252 | $3.8B | 72,305,819 | 36 | 70 | 91 | 0.0% |
| Q2 2019 | 242 | $3.7B | 71,963,335 | 16 | 76 | 86 | 0.0% |
| Q1 2019 | 263 | $3.4B | 71,872,318 | 36 | 68 | 92 | 0.0% |
| Q4 2018 | 266 | $3.0B | 73,014,844 | 8 | 4 | 7 | 0.0% |