DaveManuel.com · Institutional Ownership · Who Owns It
NISOURCE INC (NI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
919
Reporting holders
$22.0B
Reported value
96.4%
Of shares outstanding
0.1%
Calls
0.1%
Puts
+30
Holder change
Institutions report 462,462,083 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.
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. | $2.6B | 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 |
| T. Rowe Price Investment Management, Inc. | $1.4B | 29,835,011 | 0.93% | 10q | -40.1%-$950.0M |
| 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 |
| 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 |
| COHEN & STEERS, INC. | $235.1M | 4,943,589 | 0.37% | 31q | +5.2%+$11.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $214.7M | 4,515,728 | 0.03% | 31q | +1.0%+$2.0M |
| 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 incl. $12.7M options CALL+PUT | 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 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $147.3M | 3,097,280 | 1.39% | 31q | HELD |
| 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 |
| Thrivent Financial for Lutherans | $89.5M | 1,881,948 | 0.15% | 31q | -1.2%-$1.1M |
| 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 |
| AMERIPRISE FINANCIAL INC | $72.2M | 1,517,394 | 0.01% | 31q | -1.4%-$1.0M |
| 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 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | $61.8M | 1,300,015 | 1.23% | 10q | +0.9%+$541.5K |
| 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% | 17q | +15.1%+$6.7M |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $44.0M | 926,115 | 0.00% | 31q | +7.5%+$3.1M |
| 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 |
| WELLS FARGO & COMPANY/MN | $39.1M | 822,363 | 0.01% | 31q | -14.3%-$6.5M |
| Employees Retirement System of Texas | $38.9M | 819,029 | 0.31% | 20q | -1.7%-$660.9K |
| 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 |
| EXCHANGE TRADED CONCEPTS, LLC | $36.4M | 764,819 | 0.17% | 20q | -1.7%-$641.7K |
| 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 |
Showing the largest 100 of 919 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 |
|---|---|---|---|---|---|
| 2026-08-14 | 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 | 246 | $457.9M | 11,712,916 | 32 | 86 | 67 | 0.0% |
| Q2 2026 | 919 | $22.0B | 462,462,083 | 96 | 372 | 225 | 0.2% |
| Q1 2026 | 889 | $21.2B | 454,922,442 | 113 | 321 | 239 | 0.1% |
| Q4 2025 | 842 | $20.9B | 499,949,525 | 79 | 284 | 246 | 0.2% |
| Q3 2025 | 791 | $19.9B | 453,754,441 | 93 | 252 | 245 | 1.2% |
| Q2 2025 | 779 | $18.5B | 458,934,846 | 67 | 309 | 234 | 0.1% |
| Q1 2025 | 800 | $17.9B | 446,691,695 | 119 | 282 | 215 | 0.1% |
| Q4 2024 | 743 | $16.6B | 451,792,298 | 84 | 259 | 213 | 0.1% |
| Q3 2024 | 692 | $15.9B | 459,225,222 | 98 | 218 | 219 | 0.1% |
| Q2 2024 | 644 | $12.9B | 445,688,943 | 63 | 253 | 196 | 0.1% |
| Q1 2024 | 636 | $12.2B | 441,839,720 | 76 | 243 | 176 | 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 | 190 | 167 | 0.1% |
| Q3 2022 | 523 | $21.7B | 861,068,972 | 56 | 172 | 159 | 0.0% |
| Q2 2022 | 521 | $26.0B | 879,858,102 | 56 | 187 | 150 | 0.0% |
| Q1 2022 | 519 | $20.8B | 656,520,809 | 77 | 168 | 167 | 0.1% |
| Q4 2021 | 511 | $19.3B | 698,215,730 | 60 | 196 | 108 | 0.1% |
| Q3 2021 | 485 | $13.7B | 566,181,658 | 46 | 162 | 134 | 0.1% |
| Q2 2021 | 502 | $10.9B | 446,077,864 | 62 | 167 | 136 | 0.1% |
| Q1 2021 | 477 | $13.3B | 553,097,555 | 62 | 168 | 135 | 0.2% |
| Q4 2020 | 455 | $15.5B | 676,834,780 | 47 | 129 | 155 | 0.2% |
| Q3 2020 | 457 | $18.1B | 820,800,843 | 44 | 137 | 144 | 0.1% |
| Q2 2020 | 453 | $18.4B | 808,520,126 | 51 | 143 | 149 | 0.1% |
| Q1 2020 | 474 | $21.3B | 852,103,197 | 56 | 149 | 158 | 0.0% |
| Q4 2019 | 485 | $19.4B | 696,202,369 | 47 | 162 | 142 | 0.0% |
| Q3 2019 | 474 | $19.7B | 657,472,293 | 44 | 160 | 129 | 0.0% |
| Q2 2019 | 480 | $16.1B | 559,777,033 | 52 | 159 | 130 | 0.1% |
| Q1 2019 | 477 | $18.9B | 659,540,123 | 43 | 167 | 135 | 0.1% |
| Q4 2018 | 479 | $19.7B | 775,910,216 | 7 | 9 | 4 | 0.1% |