DaveManuel.com · Institutional Ownership · Who Owns It
CMS ENERGY CORP (CMS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
824
Reporting holders
$24.3B
Reported value
100.7%
Of shares outstanding
0.2%
Calls
0.0%
Puts
+20
Holder change
Institutions report 315,920,463 shares against 313,577,136 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.5B | 33,068,880 | 0.04% | 8q | -1.5%-$37.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 20,166,948 | 0.03% | 2q | +1.5%+$22.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 19,050,893 | 0.07% | 2q | +1.4%+$19.7M |
| STATE STREET CORP | $1.4B | 17,705,946 | 0.04% | 31q | -2.2%-$30.1M |
| JPMORGAN CHASE & CO | $1.3B | 16,409,389 | 0.07% | 31q | +3.6%+$44.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $930.1M | 12,158,296 | 0.16% | 11q | +82.7%+$420.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $666.1M | 8,740,533 | 0.04% | 31q | +2.5%+$16.2M |
| DEUTSCHE BANK AG\ | $618.3M | 8,082,021 | 0.18% | 34q | +4.3%+$25.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $603.0M | 7,882,550 | 0.46% | 32q | -3.1%-$19.3M |
| Invesco Ltd. | $582.7M | 7,616,465 | 0.05% | 31q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $576.0M | 7,242,159 | 0.18% | 31q | -5.1%-$30.9M |
| VICTORY CAPITAL MANAGEMENT INC | $504.6M | 6,595,840 | 0.28% | 31q | -3.6%-$18.6M |
| AMERIPRISE FINANCIAL INC | $494.0M | 6,461,250 | 0.10% | 31q | +31.0%+$117.0M |
| Capital International Investors | $405.7M | 5,302,655 | 0.08% | new | NEW |
| WELLS FARGO & COMPANY/MN | $401.2M | 5,245,081 | 0.06% | 31q | -3.3%-$13.5M |
| GOLDMAN SACHS GROUP INC | $370.6M | 4,844,029 | 0.03% | 31q | +1.4%+$5.0M |
| NORGES BANK | $370.0M | 4,837,123 | 0.04% | 32q | +7.0%+$24.3M |
| GQG Partners LLC | $363.4M | 4,750,161 | 0.68% | 9q | +7.7%+$25.8M |
| Pictet Asset Management Holding SA | $326.5M | 4,268,534 | 0.31% | 12q | +2.4%+$7.8M |
| MORGAN STANLEY | $311.4M | 4,070,310 | 0.02% | 35q | -13.7%-$49.2M |
| BANK OF AMERICA CORP /DE/ | $270.3M | 3,533,370 | 0.02% | 31q | -3.7%-$10.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $243.7M | 3,186,256 | 0.04% | 31q | +2.5%+$5.9M |
| FIL Ltd | $203.1M | 2,655,502 | 0.15% | 31q | -12.5%-$29.1M |
| NORTHERN TRUST CORP | $202.4M | 2,646,188 | 0.02% | 31q | -2.9%-$6.0M |
| Magellan Asset Management Ltd | $194.2M | 2,539,050 | 4.34% | 31q | +25.7%+$39.7M |
| Legal & General Group Plc | $189.4M | 2,475,430 | 0.04% | 31q | -4.2%-$8.3M |
| LORD, ABBETT & CO. LLC | $186.3M | 2,434,795 | 0.53% | 31q | -26.4%-$66.9M |
| Bank of New York Mellon Corp | $184.8M | 2,415,234 | 0.03% | 31q | -4.7%-$9.1M |
| PARNASSUS INVESTMENTS, LLC | $169.8M | 2,219,735 | 0.45% | 3q | +13.6%+$20.4M |
| BARCLAYS PLC | $166.4M | 2,175,714 | 0.03% | 31q | -27.4%-$62.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $161.4M | 2,110,447 | 0.02% | 31q | +2.7%+$4.2M |
| REAVES W H & CO INC | $146.1M | 1,909,154 | 2.22% | 31q | -9.7%-$15.7M |
| AQR CAPITAL MANAGEMENT LLC | $142.1M | 1,857,999 | 0.05% | 31q | +132.7%+$81.1M |
| FRANKLIN RESOURCES INC | $135.2M | 1,767,768 | 0.03% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $132.7M | 1,734,843 | 0.03% | 2q | +0.6%+$852.0K |
| RAYMOND JAMES FINANCIAL INC | $130.4M | 1,704,029 | 0.04% | 7q | +358.6%+$101.9M |
| UBS Group AG | $130.3M | 1,703,575 | 0.02% | 31q | -9.7%-$14.0M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $129.1M | 1,688,159 | 0.01% | 31q | -35.0%-$69.4M |
| DIMENSIONAL FUND ADVISORS LP | $126.0M | 1,646,965 | 0.02% | 31q | +4.2%+$5.0M |
| JENNISON ASSOCIATES LLC | $116.1M | 1,517,533 | 0.07% | 31q | -4.4%-$5.4M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $111.2M | 1,453,667 | 1.05% | 31q | HELD |
| Balyasny Asset Management L.P. | $109.2M | 1,426,976 | 0.14% | 3q | +198.2%+$72.6M |
| iA Global Asset Management Inc. | $109.1M | 1,425,936 | 1.30% | 13q | +7.8%+$7.9M |
| Amundi | $107.7M | 1,407,569 | 0.03% | 21q | -10.8%-$13.0M |
| DekaBank Deutsche Girozentrale | $103.1M | 1,333,955 | 0.17% | 31q | HELD |
| COHEN & STEERS, INC. | $100.6M | 1,315,142 | 0.16% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $99.9M | 1,306,273 | 0.15% | 3q | -9.8%-$10.9M |
| PFA Pension, Forsikringsaktieselskab | $95.0M | 1,241,557 | 0.24% | new | NEW |
| HSBC HOLDINGS PLC | $91.3M | 1,191,547 | 0.04% | 31q | +143.1%+$53.8M |
| Bahl & Gaynor LLC | $81.7M | 1,068,322 | 0.38% | 22q | +2.2%+$1.8M |
| Soroban Capital Partners LP | $81.0M | 1,058,781 | 0.17% | 6q | HELD |
| Assenagon Asset Management S.A. | $79.3M | 1,036,474 | 0.05% | 31q | +21026.7%+$78.9M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $78.7M | 1,028,844 | 0.70% | 6q | +0.5%+$422.3K |
| ROYAL BANK OF CANADA | $78.4M | 1,024,656 | 0.01% | 31q | +1.1%+$870.1K |
| Nuveen, LLC | $75.2M | 983,643 | 0.02% | 6q | -0.7%-$502.4K |
| SOROS FUND MANAGEMENT LLC | $74.2M | 970,362 | 0.91% | 4q | -6.2%-$4.9M |
| AVIVA PLC | $72.1M | 941,925 | 0.11% | 31q | +0.6%+$451.0K |
| UniSuper Management Pty Ltd | $69.0M | 902,602 | 0.36% | 13q | -0.7%-$495.0K |
| Swiss National Bank | $66.5M | 869,400 | 0.03% | 31q | -2.7%-$1.8M |
| Aberdeen Group plc | $63.6M | 831,675 | 0.09% | 31q | -9.0%-$6.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $58.8M | 769,025 | 0.03% | 31q | +11.3%+$6.0M |
| FIRST TRUST ADVISORS LP | $58.5M | 764,245 | 0.03% | 31q | -19.3%-$14.0M |
| Sumitomo Mitsui Trust Group, Inc. | $54.7M | 715,406 | 0.03% | 31q | +1.2%+$645.0K |
| Quantinno Capital Management LP | $54.4M | 711,608 | 0.07% | 15q | +74.3%+$23.2M |
| Energy Income Partners, LLC | $53.7M | 702,074 | 0.84% | 31q | -9.3%-$5.5M |
| BNP PARIBAS FINANCIAL MARKETS | $52.6M | 687,713 | 0.02% | 31q | +19.2%+$8.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $51.6M | 674,256 | 0.03% | 2q | +14.9%+$6.7M |
| Vanguard Global Advisers, LLC | $50.9M | 665,281 | 0.02% | 2q | HELD |
| FMR LLC | $50.6M | 661,356 | 0.00% | 31q | -42.7%-$37.7M |
| RHUMBLINE ADVISERS | $50.1M | 655,413 | 0.04% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $50.0M | 653,735 | 0.02% | 31q | +11.3%+$5.1M |
| BANK OF NOVA SCOTIA | $49.3M | 644,132 | 0.07% | 31q | +76.2%+$21.3M |
| TD Asset Management Inc | $46.7M | 610,106 | 0.04% | 31q | -24.7%-$15.3M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $45.6M | 595,592 | 0.63% | 31q | -55.3%-$56.4M |
| Rockefeller Capital Management L.P. | $44.5M | 581,655 | 0.07% | 10q | -0.6%-$282.3K |
| ING GROEP NV | $44.4M | 580,182 | 0.22% | 11q | -11.8%-$5.9M |
| MILLER HOWARD INVESTMENTS INC /NY | $43.7M | 571,159 | 1.16% | 22q | +1.4%+$616.4K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $43.6M | 570,277 | 0.19% | 5q | +42.2%+$12.9M |
| 1832 Asset Management L.P. | $43.1M | 563,125 | 0.02% | 20q | +38.8%+$12.0M |
| California Public Employees Retirement System | $42.9M | 561,072 | 0.02% | 31q | -11.4%-$5.5M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $42.3M | 552,414 | 0.06% | 7q | -11.5%-$5.5M |
| Qube Research & Technologies Ltd | $39.6M | 517,445 | 0.04% | 12q | -49.8%-$39.2M |
| Thiel Macro LLC | $39.6M | 517,124 | 9.45% | new | NEW |
| LPL Financial LLC | $38.6M | 504,221 | 0.01% | 31q | +10.1%+$3.5M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $37.5M | 489,550 | 0.18% | 31q | -9.0%-$3.7M |
| Retirement Systems of Alabama | $37.1M | 485,395 | 0.11% | 31q | +646.0%+$32.2M |
| Partners Group Holding AG | $37.0M | 483,770 | 2.52% | 31q | -2.7%-$1.0M |
| Tredje AP-fonden | $35.6M | 465,446 | 0.16% | 13q | +120.7%+$19.5M |
| CITIGROUP INC | $34.0M | 444,279 | 0.01% | 31q | +14.9%+$4.4M |
| ENVESTNET ASSET MANAGEMENT INC | $33.7M | 441,087 | 0.01% | 31q | +7.0%+$2.2M |
| CIBC Bancorp USA Inc. | $33.3M | 435,757 | 0.04% | 3q | +411.8%+$26.8M |
| RWC Asset Management LLP | $33.1M | 432,884 | 1.25% | 23q | +2.0%+$656.0K |
| Fisher Funds Management LTD | $32.8M | 429,193 | 0.93% | 7q | -18.4%-$7.4M |
| CITADEL ADVISORS LLC | $32.8M incl. $22.6M options CALL | 133,234 | 0.00% | 31q | +55.7%+$11.7M |
| Jupiter Topco LLC | $32.6M | 425,689 | 0.01% | new | FIRST |
| STRS OHIO | $32.0M | 418,054 | 0.12% | 31q | -5.3%-$1.8M |
| PRINCIPAL FINANCIAL GROUP INC | $31.8M | 415,442 | 0.02% | 31q | -7.3%-$2.5M |
| CIDEL ASSET MANAGEMENT INC | $31.0M | 405,656 | 1.49% | 21q | +1.9%+$575.6K |
| AE Wealth Management LLC | $30.6M | 400,653 | 0.14% | 27q | +38.1%+$8.5M |
| NEUBERGER BERMAN GROUP LLC | $30.6M | 400,364 | 0.02% | 31q | +75.8%+$13.2M |
Showing the largest 100 of 824 reported holders.
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 |
|---|---|---|---|---|---|
| 2026-05-26 | Hofmeister Brandon J. | Senior Vice President | Sold | 3,000 | $222.9K |
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 | 252 | $877.8M | 13,901,576 | 33 | 102 | 59 | 0.0% |
| Q2 2026 | 824 | $24.3B | 315,920,463 | 98 | 330 | 219 | 0.2% |
| Q1 2026 | 804 | $23.2B | 297,593,493 | 90 | 295 | 233 | 0.3% |
| Q4 2025 | 807 | $20.7B | 294,508,939 | 64 | 279 | 251 | 0.5% |
| Q3 2025 | 782 | $22.7B | 308,406,610 | 95 | 280 | 230 | 0.3% |
| Q2 2025 | 750 | $20.6B | 296,351,824 | 86 | 279 | 228 | 0.4% |
| Q1 2025 | 737 | $21.8B | 289,226,079 | 81 | 269 | 217 | 0.3% |
| Q4 2024 | 719 | $19.1B | 285,540,979 | 66 | 250 | 209 | 0.3% |
| Q3 2024 | 712 | $22.1B | 312,194,518 | 87 | 253 | 218 | 0.2% |
| Q2 2024 | 684 | $18.2B | 304,456,685 | 74 | 271 | 186 | 0.2% |
| Q1 2024 | 663 | $19.1B | 316,647,862 | 68 | 219 | 217 | 0.2% |
| Q4 2023 | 634 | $17.9B | 308,185,143 | 68 | 197 | 221 | 0.3% |
| Q3 2023 | 618 | $14.7B | 276,828,021 | 60 | 193 | 230 | 0.1% |
| Q2 2023 | 625 | $16.4B | 278,406,854 | 49 | 221 | 190 | 0.1% |
| Q1 2023 | 630 | $16.8B | 273,760,473 | 63 | 238 | 186 | 0.0% |
| Q4 2022 | 635 | $17.3B | 273,336,717 | 70 | 224 | 202 | 0.0% |
| Q3 2022 | 607 | $27.3B | 468,856,059 | 54 | 213 | 185 | 0.0% |
| Q2 2022 | 609 | $32.1B | 475,589,624 | 60 | 212 | 185 | 0.0% |
| Q1 2022 | 619 | $29.0B | 415,570,984 | 92 | 212 | 170 | 0.1% |
| Q4 2021 | 570 | $20.6B | 316,396,415 | 49 | 156 | 204 | 0.1% |
| Q3 2021 | 551 | $20.0B | 335,044,358 | 43 | 187 | 176 | 0.1% |
| Q2 2021 | 565 | $19.5B | 330,293,969 | 58 | 208 | 179 | 0.1% |
| Q1 2021 | 555 | $20.6B | 337,209,114 | 72 | 181 | 186 | 0.0% |
| Q4 2020 | 548 | $23.9B | 391,536,879 | 52 | 162 | 192 | 0.0% |
| Q3 2020 | 551 | $22.3B | 363,676,744 | 51 | 181 | 187 | 0.1% |
| Q2 2020 | 549 | $22.9B | 392,211,764 | 60 | 164 | 211 | 0.1% |
| Q1 2020 | 558 | $31.6B | 536,736,492 | 64 | 182 | 212 | 0.1% |
| Q4 2019 | 576 | $27.2B | 433,184,733 | 54 | 198 | 190 | 0.1% |
| Q3 2019 | 552 | $24.3B | 379,561,634 | 59 | 163 | 203 | 0.1% |
| Q2 2019 | 541 | $20.3B | 350,490,491 | 45 | 180 | 190 | 0.2% |
| Q1 2019 | 566 | $22.1B | 396,901,612 | 72 | 206 | 164 | 0.1% |
| Q4 2018 | 550 | $28.2B | 568,805,859 | 6 | 10 | 9 | 0.0% |