Who owns NiSource (NI)
Which tracked institutional funds hold NI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
231 tracked funds added or opened NI while 134 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 848 tracked filers holding NI, 470 increased or opened the position and 367 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 37
- Bridgewater Associates, LP$67M
- NewEdge Advisors, LLC$51M
- PANAGORA ASSET MANAGEMENT INC$46M
- Thomasville National Bank$28M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$18M
- TOCQUEVILLE ASSET MANAGEMENT L.P.$14M
Full exits 62
- T. Rowe Price Investment Management, Inc.$2.3B
- COHEN & STEERS, INC.$219M
- Thrivent Financial for Lutherans$89M
- VAUGHAN DAVID INVESTMENTS LLC/IL$60M
- Capital International, Inc./CA/$43M
- Amundi$43M
Largest adds
- BlackRock, Inc.$740M
- BALYASNY ASSET MANAGEMENT L.P.$164M
- NORGES BANK$155M
- CITADEL ADVISORS LLC$139M
- Qube Research & Technologies Ltd$114M
- ONTARIO TEACHERS PENSION PLAN BOARD$82M
Largest trims
- UBS Group AG$177M
- BANK OF MONTREAL /CAN/$78M
- JPMORGAN CHASE & CO$63M
- Zimmer Partners, LP$37M
- Squarepoint Ops LLC$25M
- PFA Pension, Forsikringsaktieselskab$20M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 54,957,602 | $2.6B | 14.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 31,351,094 | $1.5B | 8.3% | 2026-Q2 |
| STATE STREET CORP added | 27,622,784 | $1.3B | 7.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 27,067,956 | $1.3B | 7.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 12,920,034 | $612M | 3.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 12,077,706 | $574M | 3.2% | 2026-Q2 |
| FMR LLC added | 10,170,078 | $484M | 2.7% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 9,235,389 | $439M | 2.4% | 2026-Q2 |
| Invesco Ltd. added | 7,790,163 | $370M | 2.1% | 2026-Q2 |
| NORGES BANK added | 7,789,733 | $370M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 6,963,215 | $335M | 1.9% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 5,927,229 | $282M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 5,583,433 | $265M | 1.5% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 5,416,323 | $258M | 1.4% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 5,001,382 | $238M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,515,728 | $215M | 1.2% | 2026-Q2 |
| Soroban Capital Partners LP | 4,493,353 | $214M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 4,422,988 | $210M | 1.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,381,989 | $208M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,346,417 | $207M | 1.1% | 2026-Q2 |
| Zimmer Partners, LP trimmed | 4,277,259 | $203M | 1.1% | 2026-Q2 |
| REAVES W H & CO INC trimmed | 4,088,685 | $194M | 1.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,079,703 | $194M | 1.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 3,782,091 | $180M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 3,715,541 | $177M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,628,102 | $173M | 1.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 3,457,694 | $164M | 0.9% | 2026-Q2 |
| Brookfield Corp /ON/ trimmed | 3,451,951 | $164M | 0.9% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,378,846 | $161M | 0.9% | 2026-Q2 |
| ALKEON CAPITAL MANAGEMENT LLC | 3,365,500 | $160M | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 3,248,805 | $154M | 0.9% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 3,097,280 | $147M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 3,086,953 | $147M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 2,692,879 | $128M | 0.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,607,612 | $124M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,554,222 | $121M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,524,323 | $120M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 2,496,134 | $119M | 0.7% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd added | 2,164,103 | $103M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 2,046,373 | $97M | 0.5% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC added | 2,007,300 | $95M | 0.5% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab trimmed | 1,928,014 | $92M | 0.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,860,744 | $88M | 0.5% | 2026-Q2 |
| ONTARIO TEACHERS PENSION PLAN BOARD added | 1,750,406 | $83M | 0.5% | 2026-Q2 |
| Yaupon Capital Management LP added | 1,749,831 | $83M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 1,688,775 | $80M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,675,691 | $80M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,625,247 | $78M | 0.4% | 2026-Q2 |
| AVIVA PLC added | 1,535,872 | $73M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,517,394 | $72M | 0.4% | 2026-Q2 |
| TCW GROUP INC trimmed | 1,508,334 | $72M | 0.4% | 2026-Q2 |
| Bahl & Gaynor LLC added | 1,495,587 | $71M | 0.4% | 2026-Q2 |
| TD Asset Management Inc trimmed | 1,445,335 | $69M | 0.4% | 2026-Q2 |
| Bridgewater Associates, LP added | 1,410,001 | $67M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,361,756 | $65M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 1,352,100 | $64M | 0.4% | 2026-Q2 |
| Epoch Investment Partners, Inc. added | 1,308,412 | $62M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,273,114 | $61M | 0.3% | 2026-Q2 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 1,158,290 | $55M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,157,807 | $55M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,133,939 | $54M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,070,157 | $51M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,046,053 | $50M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,030,956 | $49M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,028,490 | $49M | 0.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,008,882 | $48M | 0.3% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 992,110 | $47M | 0.3% | 2026-Q2 |
| First Financial Bankshares Inc trimmed | 991,625 | $47M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 987,112 | $47M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 958,528 | $46M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 926,115 | $44M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 900,697 | $43M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 877,262 | $42M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 863,986 | $41M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 858,650 | $41M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 856,375 | $41M | 0.2% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 839,916 | $40M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 822,363 | $39M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 807,404 | $38M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 806,397 | $38M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 771,230 | $37M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 764,819 | $36M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 761,849 | $36M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 747,300 | $36M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 743,163 | $35M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 724,218 | $34M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 706,882 | $34M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 703,036 | $33M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 661,547 | $31M | 0.2% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 650,616 | $31M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 641,329 | $30M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 624,075 | $30M | 0.2% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC trimmed | 623,005 | $30M | 0.2% | 2026-Q2 |
| Waratah Capital Advisors Ltd. added | 616,779 | $29M | 0.2% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 613,210 | $29M | 0.2% | 2026-Q2 |
| STRS OHIO added | 600,783 | $29M | 0.2% | 2026-Q2 |
| Thomasville National Bank added | 592,284 | $28M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 588,069 | $28M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 586,031 | $28M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 578,630 | $28M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.