NI · Company research
NiSource Inc. (NI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110207 | 5240343 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 786073 | 37377771 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Index Technologies Group LLC | 2095322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3984 | 189439 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 2187 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 256 | 12173 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HARTFORD INVESTMENT MANAGEMENT CO | 922439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27302 | 1298210 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Polymer Capital Management (US) LLC | 1973324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160000 | 7608000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Yaupon Capital Management LP | 1755028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1749831 | 83204464 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Calydon Capital | 1759271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6136 | 291767 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SYON CAPITAL LLC | 1999353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7548 | 358929 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bridgefront Capital, LLC | 1725690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12518 | 595231 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108692 | 5036 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6674 | 317349 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88915 | 4227908 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| AMICA MUTUAL INSURANCE CO | 857508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9808 | 466 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39752 | 1890289 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17621 | 837898 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19134 | 909822 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VELA Investment Management, LLC | 1895612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28463 | 1353416 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 395 | 18783 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Annex Advisory Services, LLC | 1542287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8479 | 403166 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25683 | 1221227 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Finward Bancorp | 919864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20951 | 996220 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| FOX RUN MANAGEMENT, L.L.C. | 1533457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25689 | 1221512 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42304 | 2012 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1660 | 78916 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST COMMUNITY TRUST NA | 1130344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 792 | 37660 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 375114 | 18410607 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18117 | 861463 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13071 | 621527 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16245 | 772450 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4681 | 222582 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18486 | 371916 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 1807 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 533936 | 25388657 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13840 | 658092 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1731700 | 82342335 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68439 | 3254264 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 477866 | 22722528 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1011 | 48073 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350946 | 16687456 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54855 | 2608366 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141047 | 6706785 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15012 | 713821 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2692879 | 128046396 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SAPIENT CAPITAL LLC | 1998653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7918 | 376501 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65148 | 3097787 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18739 | 891039 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Community Financial Services Group, LLC | 1537319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1182 | 55400 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1429214 | 67959126 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 2806 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30490 | 1449800 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Fortis Group Advisors, LLC | 1815183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 257 | 12198 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Greykasell Wealth Strategies, Inc. | 2041220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79 | 3756 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CYBER HORNET ETFs LLC | 1818014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1307 | 62148 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Hutchens & Kramer Investment Management Group, LLC | 1920117 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8265 | 393001 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| EVERPAR ADVISORS LLC | 2010410 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5985 | 284587 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Everhart Financial Group, Inc. | 1852858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31219 | 1484463 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12118 | 576211 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 1284 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10686 | 508119 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PINNACLE ASSOCIATES LTD | 743127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7291 | 346701 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| McMillan Office, Inc. | 2109205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 19020 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Valeo Financial Advisors, LLC | 1722641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16656 | 792367 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Breakwater Capital Group | 1964309 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4532 | 215497 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 765443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2706235 | 128681474 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 712 | 33856 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106520 | 5065026 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Manchester Capital Management LLC | 1393389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 686 | 32620 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78900 | 3751695 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cohen Capital Management, Inc. | 1508120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21200 | 1008060 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8080 | 384207 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27622784 | 1313463379 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 228181 | 10850007 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5811 | 276313 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Beacon Pointe Advisors, LLC | 1744317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4908 | 233374 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Newport Trust Company, LLC | 1722329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5416323 | 257546159 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1755 | 83450 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159036 | 7562162 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22252 | 1058083 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.