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NiSource (NI) Institutional Ownership

$29.23
+0.08 (+0.27%)
(As of 05/17/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for NiSource (NYSE:NI)

Current
Institutional Ownership
Percentage
91.64%
Number of
Institutional Buyers
(last 12 months)
327
Total
Institutional Inflows
(last 12 months)
$1.69B
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$1.32B
Skip Chart & View Institutional Buying and Selling Data

NI Institutional Buying and Selling by Quarter

NiSource Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Yaupon Capital Management LP1,117,421$30.91M1.6%+40.2%0.249%
5/17/2024 iA Global Asset Management Inc.28,119$778K0.0%+7.5%0.006%
5/17/2024 Zimmer Partners LP8,907,743$246.39M5.3%+146.2%1.987%
5/17/2024 LBP AM SA195,843$5.42M0.2%+132.7%0.044%
5/17/2024 Comerica Bank115,176$3.19M0.0%+57.6%0.026%
5/17/2024 Tidal Investments LLC9,728$269K0.0%+5.4%0.002%
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5/16/2024 California State Teachers Retirement System598,359$16.55M0.0%+3.5%0.133%
5/16/2024 Virtus Investment Advisers Inc.15,878$439K0.3%-9.7%0.004%
5/16/2024 Janus Henderson Group PLC76,917$2.13M0.0%-5.0%0.017%
5/16/2024 Kennedy Capital Management LLC107,307$2.97M0.1%-7.1%0.024%
5/16/2024 BROOKFIELD Corp ON 2,438,760$67.46M0.4%-9.6%0.544%
5/16/2024 BTG Pactual Global Asset Management Ltd182,425$5.05M0.8%-28.6%0.041%
5/16/2024 Bayesian Capital Management LP17,600$487K0.0%N/A0.004%
5/15/2024 Public Employees Retirement System of Ohio169,196$4.68M0.0%-8.4%0.038%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund13,643$377K0.0%-7.3%0.003%
5/15/2024 Kentucky Retirement Systems31,396$868K0.0%-5.0%0.007%
5/15/2024 Price T Rowe Associates Inc. MD3,754,122$103.84M0.0%-5.5%0.837%
5/15/2024 BOKF NA179,472$4.93M0.1%+104.7%0.040%
5/15/2024 Magnetar Financial LLC129,328$3.58M0.1%N/A0.029%
5/15/2024 Lazard Asset Management LLC362,603$10.03M0.0%-7.4%0.081%
5/15/2024 Epoch Investment Partners Inc.2,348,589$64.96M0.3%-14.5%0.524%
5/15/2024 1832 Asset Management L.P.52,309$1.45M0.0%-97.1%0.012%
5/14/2024 Toronto Dominion Bank137,448$3.80M0.0%-42.0%0.031%
5/14/2024 DC Investments Management LLC36,809$1.02M0.8%N/A0.008%
5/14/2024 Advisors Asset Management Inc.128,014$3.54M0.1%-2.4%0.029%
5/14/2024 Shell Asset Management Co.75,662$2.09M0.1%+43.0%0.017%
5/14/2024 Crewe Advisors LLC1,122$31K0.0%N/A0.000%
5/14/2024 MQS Management LLC12,476$345K0.2%N/A0.003%
5/14/2024 Natixis7,883$218K0.0%N/A0.002%
5/14/2024 CANADA LIFE ASSURANCE Co438,845$12.14M0.0%+7.1%0.098%
5/14/2024 Vaughan David Investments LLC IL1,244,350$34.42M0.9%N/A0.278%
5/13/2024 Hilltop Partners LLC7,153$198K0.1%N/A0.002%
5/13/2024 UniSuper Management Pty Ltd38,946$1.08M0.0%+631.2%0.009%
5/13/2024 O Shaughnessy Asset Management LLC11,591$321K0.0%N/A0.003%
5/11/2024 Spreng Capital Management Inc.10,500$290K0.2%-3.8%0.002%
5/11/2024 Bahl & Gaynor Inc.1,041,076$28.80M0.2%+26.2%0.232%
5/10/2024 Vanguard Group Inc.54,946,594$1.52B0.0%+1.8%12.260%
5/10/2024 Intech Investment Management LLC289,134$8.00M0.1%+191.2%0.065%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp449,863$12.42M0.0%-6.7%0.100%
5/9/2024 Orion Portfolio Solutions LLC45,166$1.25M0.0%+1.6%0.010%
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5/9/2024 Blair William & Co. IL23,981$663K0.0%-1.8%0.005%
5/9/2024 Picton Mahoney Asset Management158,391$4.38M0.1%-8.5%0.035%
5/9/2024 HBK Sorce Advisory LLC9,546$264K0.0%N/A0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.515,724$14.27M0.0%+12.6%0.115%
5/9/2024 State Board of Administration of Florida Retirement System394,514$11.03M0.0%+2.3%0.088%
5/8/2024 William Blair Investment Management LLC14,900$412K0.0%N/A0.003%
5/8/2024 ProShare Advisors LLC131,563$3.64M0.0%+1.8%0.029%
5/8/2024 Cognios Beta Neutral Large Cap Fund LP14,571$403K0.5%-3.5%0.003%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS828,679$22.92M0.2%+6.6%0.185%
5/8/2024 US Bancorp DE31,649$875K0.0%-7.1%0.007%
5/8/2024 Russell Investments Group Ltd.647,984$17.92M0.0%+47.8%0.145%
5/8/2024 QRG Capital Management Inc.9,868$273K0.0%-19.4%0.002%
5/7/2024 Meeder Advisory Services Inc.18,066$500K0.1%+11.8%0.004%
5/7/2024 Sei Investments Co.796,693$22.04M0.0%+26.0%0.178%
5/7/2024Susquehanna Fundamental Investments LLC101,157$2.80M0.1%N/A0.023%
5/7/2024 Horizon Investment Services LLC11,655$322K0.2%-6.8%0.003%
5/7/2024 Swiss National Bank1,339,600$37.05M0.0%+3.7%0.299%
5/7/2024 Reaves W H & Co. Inc.3,420,349$94.61M3.4%-19.2%0.763%
5/7/2024 Forsta AP Fonden186,800$5.17M0.0%-37.4%0.042%
5/7/2024 Oppenheimer & Co. Inc.81,331$2.25M0.0%-2.4%0.018%
5/7/2024 SG Americas Securities LLC344,882$9.54M0.0%+188.3%0.077%
5/7/2024 Empowered Funds LLC71,909$1.99M0.0%-4.9%0.016%
5/6/2024 Quantbot Technologies LP33,384$923K0.1%N/A0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.223,703$6.19M0.0%+35.5%0.050%
5/6/2024 Empirical Finance LLC14,291$395K0.0%+3.6%0.003%
5/6/2024 Texas Permanent School Fund Corp85,457$2.36M0.0%+2.8%0.019%
5/4/2024 Richardson Financial Services Inc.6,048$167K0.1%+9.3%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC228,894$6.33M0.0%-1.1%0.051%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S30,190$835K0.0%+82.3%0.007%
5/2/2024 Jennison Associates LLC8,953,256$247.65M0.2%-13.2%1.998%
5/2/2024 Mutual of America Capital Management LLC85,390$2.36M0.0%-1.3%0.019%
5/2/2024 Daiwa Securities Group Inc.81,457$2.25M0.0%+6.7%0.018%
5/2/2024 Nordea Investment Management AB20,654$568K0.0%+22.7%0.005%
5/2/2024 Fidelis Capital Partners LLC1,542$43K0.0%N/A0.000%
5/2/2024 Goelzer Investment Management Inc.322,084$8.91M0.5%+0.8%0.072%
5/2/2024 Tobam2,803$78K0.0%+22.2%0.001%
5/2/2024 Tokio Marine Asset Management Co. Ltd.14,111$390K0.0%+4.6%0.003%
5/2/2024 PDS Planning Inc7,463$206K0.0%-13.7%0.002%
5/1/2024 Capstone Investment Advisors LLC12,135$336K0.0%N/A0.003%
5/1/2024 1834 Investment Advisors Co.25,537$706K0.1%+19.2%0.006%
5/1/2024 Janney Montgomery Scott LLC47,467$1.31M0.0%+16.6%0.011%
5/1/2024 BNP Paribas Financial Markets446,839$12.36M0.0%+14.7%0.100%
5/1/2024 Mirae Asset Global Investments Co. Ltd.59,305$1.62M0.0%+11.6%0.013%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.334,305$9.25M0.7%N/A0.075%
5/1/2024 Sequoia Financial Advisors LLC217,646$6.02M0.1%-2.7%0.049%
5/1/2024 Diversify Advisory Services LLC26,264$722K0.0%N/A0.006%
4/30/2024 Private Advisor Group LLC22,099$611K0.0%+19.9%0.005%
4/30/2024 Van ECK Associates Corp250,108$6.92M0.0%+18.9%0.056%
4/30/2024 Caprock Group LLC12,899$357K0.0%+15.0%0.003%
4/29/2024Commonwealth Equity Services LLC156,000$4.32M0.0%+9.3%0.035%
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4/29/2024 Principal Financial Group Inc.1,978,203$54.72M0.0%-2.7%0.441%
4/29/2024 Benjamin F. Edwards & Company Inc.5,513$152K0.0%-10.9%0.001%
4/29/2024 Meritage Portfolio Management164,831$4.56M0.3%+34.1%0.037%
4/27/2024 Maple Brown Abbott Ltd3,442,513$95.22M9.8%+23.5%0.768%
4/26/2024 Securian Asset Management Inc.24,344$673K0.0%-6.7%0.005%
4/26/2024 Yousif Capital Management LLC57,852$1.60M0.0%-1.2%0.013%
4/26/2024 Verdence Capital Advisors LLC10,056$278K0.0%N/A0.002%
4/25/2024 Lindbrook Capital LLC1,922$53K0.0%+23.8%0.000%
4/25/2024 New York State Teachers Retirement System470,679$13.02M0.0%+0.1%0.105%
4/25/2024 Mendota Financial Group LLC2,900$80K0.0%+332.8%0.001%
(Data available from 1/1/2016 forward)

NI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NI shares?

During the previous two years, 575 institutional investors and hedge funds held shares of NiSource. The most heavily invested institutionals were Vanguard Group Inc. ($1.52B), BlackRock Inc. ($1.11B), State Street Corp ($602.79M), Deutsche Bank AG ($455.36M), FMR LLC ($268.38M), Jennison Associates LLC ($247.65M), and Zimmer Partners LP ($246.39M).Learn more on NI's institutional investors.

What percentage of NiSource stock is owned by institutional investors?

91.64% of NiSource stock is owned by institutional investors. Learn more on NI's institutional investor holdings.

Which institutional investors have been buying NiSource stock?

Of the 503 institutional investors that purchased NiSource stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($9.98M), Barclays PLC ($8.57M), National Bank of Canada FI ($8.40M), Zimmer Partners LP ($5.29M), Assenagon Asset Management S.A. ($4.72M), MUFG Securities EMEA plc ($4.02M), and Deutsche Bank AG ($3.75M).

How much institutional buying is happening at NiSource?

Institutional investors have bought a total of 143,472,952 shares in the last 24 months. This purchase volume represents approximately $3.89B in transactions.

Which NiSource major shareholders have been selling company stock?

Of the 324 institutional investors that sold NiSource stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($14.94M), National Bank of Canada FI ($9.44M), Barclays PLC ($5.63M), Assenagon Asset Management S.A. ($4.66M), Bank of Nova Scotia ($4.38M), Jennison Associates LLC ($4.23M), and Brookfield Corp ON ($3.72M).

How much institutional selling is happening at NiSource?

Institutional investors have sold a total of 115,579,129 shares in the last 24 months. This volume of shares sold represents approximately $3.10B in transactions.


This page (NYSE:NI) was last updated on 5/20/2024 by MarketBeat.com Staff

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