NiSource Inc (NI) Ownership

37.85 ↑0.55 (1.47%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of NiSource Inc (NI), owning a total of 55.6 million shares. Combined, the top 40 institutional holders of NI own 84.98% of the company with a total of 388 million shares.

In the latest ownership report on June 30th 2024, the top 40 institutional holders increased their combined ownership of NI by 12.3 million shares. 11 institutions bought 22,733,471 total additional shares and increased their ownership by an average of 57.78%. However 10 institutions sold 10,411,669 total shares and decreased their ownership by an average of 8.96%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of NiSource increased by a net total of 12,321,802 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.920%	1.265%	55,641,731	695,137	2024-06-30
BlackRock Inc	9.190%	4.443%	42,898,162	1,824,780	2024-06-30
State Street Corp	4.594%	6.617%	21,443,806	1,330,823	2024-06-30
Deutsche Bank AG	3.846%	-4.972%	17,952,564	-939,378	2024-06-30
T. Rowe Price Investment Management,Inc.	2.946%	17.683%	13,750,869	2,066,215	2024-06-30
FMR Inc	2.420%	-8.278%	11,296,607	-1,019,483	2024-06-30
Geode Capital Management, LLC	2.264%	9.648%	10,568,963	929,935	2024-06-30
Jennison Associates LLC	2.251%	17.353%	10,506,870	1,553,614	2024-06-30
Morgan Stanley - Brokerage Accounts	2.106%	-35.402%	9,829,318	-5,386,734	2024-06-30
Cohen & Steers Inc	2.081%	-2.584%	9,712,003	-257,646	2024-06-30
Amvescap Plc.	1.876%	38.177%	8,754,879	2,418,911	2024-06-30
Zimmer Partners LP	1.706%	-10.599%	7,963,573	-944,170	2024-06-30
JPMorgan Chase & Co	1.695%	391.068%	7,910,930	6,299,964	2024-06-30
Wellington Management Company LLP	1.426%	78.055%	6,657,860	2,918,638	2024-06-30
Franklin Resources Inc	1.420%	-0.589%	6,630,361	-39,259	2024-06-30
Pictet Asset Manangement SA	1.411%	-9.815%	6,584,365	-716,568	2024-06-30
T. Rowe Price Associates, Inc.	1.372%	70.612%	6,404,978	2,650,856	2024-06-30
Millennium Management LLC	1.366%	0.705%	6,374,053	44,598	2024-06-30
Newport Trust Co.	1.334%	-1.414%	6,224,708	-89,282	2024-06-30
ExodusPoint Capital Management, LP	1.278%	-12.117%	5,963,136	-822,193	2024-06-30
Legal & General Group PLC	1.103%	-3.830%	4,945,498	-196,956	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.920%	1.265%	55,641,731	695,137	2024-06-30
BlackRock Inc	9.190%	4.443%	42,898,162	1,824,780	2024-06-30
State Street Corp	4.594%	6.617%	21,443,806	1,330,823	2024-06-30
State Street Corporation	4.484%	-8.346%	20,112,983	-1,831,519	2024-03-31
Deutsche Bank AG	3.846%	-4.972%	17,952,564	-939,378	2024-06-30
T. Rowe Price Investment Management,Inc.	2.946%	17.683%	13,750,869	2,066,215	2024-06-30
FMR Inc	2.420%	-8.278%	11,296,607	-1,019,483	2024-06-30
Geode Capital Management, LLC	2.264%	9.648%	10,568,963	929,935	2024-06-30
Jennison Associates LLC	2.251%	17.353%	10,506,870	1,553,614	2024-06-30
Morgan Stanley - Brokerage Accounts	2.106%	-35.402%	9,829,318	-5,386,734	2024-06-30
Cohen & Steers Inc	2.081%	-2.584%	9,712,003	-257,646	2024-06-30
Barclays PLC	2.156%	-26.998%	9,646,264	-3,567,492	2023-09-30
Amvescap Plc.	1.876%	38.177%	8,754,879	2,418,911	2024-06-30
Zimmer Partners LP	1.706%	-10.599%	7,963,573	-944,170	2024-06-30
JPMorgan Chase & Co	1.695%	391.068%	7,910,930	6,299,964	2024-06-30
Wellington Management Company LLP	1.426%	78.055%	6,657,860	2,918,638	2024-06-30
Franklin Resources Inc	1.420%	-0.589%	6,630,361	-39,259	2024-06-30
Pictet Asset Manangement SA	1.411%	-9.815%	6,584,365	-716,568	2024-06-30
T. Rowe Price Associates, Inc.	1.372%	70.612%	6,404,978	2,650,856	2024-06-30
Millennium Management LLC	1.366%	0.705%	6,374,053	44,598	2024-06-30
Newport Trust Co.	1.334%	-1.414%	6,224,708	-89,282	2024-06-30
Brookfield Asset Management Inc	1.504%	-3.649%	6,108,012	-231,306	2022-06-30
ExodusPoint Capital Management, LP	1.278%	-12.117%	5,963,136	-822,193	2024-06-30
Brookfield Corp	1.443%	-1.075%	5,961,780	-64,780	2023-03-31
Goldman Sachs Group Inc	1.315%	91.725%	5,897,000	2,821,247	2023-12-31
Balyasny Asset Management LLC	1.248%	123.601%	5,593,854	3,092,138	2023-12-31
Royal Bank of Canada	1.204%	15.966%	5,397,618	743,118	2024-03-31
Bank of New York Mellon Corp	1.133%	20.574%	5,070,847	865,245	2023-09-30
Macquarie Group Ltd	1.220%	389.026%	5,040,202	4,009,541	2023-06-30
Legal & General Group PLC	1.103%	-3.830%	4,945,498	-196,956	2024-06-30
Thrivent Financial For Lutherans	1.079%	-20.702%	4,840,850	-1,263,768	2024-03-31
Assenagon Asset Management SA	1.087%	11.623%	4,490,768	467,606	2023-03-31
Thompson, Siegel & Walmsley LLC	0.985%	1.832%	4,416,243	79,442	2024-03-31
Reaves W H & Co Inc	0.946%	-3.838%	4,231,655	-168,878	2023-12-31
Duff & Phelps Inv Mgmt Co (IL)	0.915%	4.938%	4,094,510	192,680	2023-12-31
Mitsubishi UFJ Securities International PLC	0.973%	0.000%	4,022,324	4,022,324	2023-06-30
HITE Hedge Asset Management MLP	0.969%	1.575%	4,002,784	62,057	2022-12-31
Northern Trust Corp	0.951%	3.666%	3,930,342	138,984	2023-09-30
Natixis SA	0.909%	-2.759%	3,692,334	-104,764	2022-09-30
Victory Capital Management Inc.	0.857%	0.229%	3,482,345	7,966	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of NiSource Inc (NI), owning a total of 14.2 million shares. Combined, the top 41 mutual fund holders of NI own 46.26% of the company with a total of 208.3 million shares.

In the latest ownership report on October 31st 2024, the top 41 fund holders increased their combined ownership of NI by 60 thousand shares. 4 funds bought 62,408 total additional shares and increased their ownership by an average of 0.32%. However 1 funds sold 2,653 total shares and decreased their ownership by an average of 0.03%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding NiSource increased by a net total of 59,755 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Select Dividend ETF	1.693%	-0.034%	7,903,733	-2,653	2024-10-31
The Utilities Select Sector SPDR® ETF	1.438%	0.132%	6,710,767	8,871	2024-10-31
SPDR® S&P 500® ETF Trust	1.171%	0.524%	5,467,683	28,512	2024-10-31
iShares Core S&P 500 ETF	1.070%	0.154%	4,993,236	7,685	2024-10-31
Invesco S&P 500® Equal Weight ETF	0.817%	0.457%	3,812,523	17,340	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.042%	-0.812%	14,199,219	-116,251	2024-09-30
T. Rowe Price Capital Appreciation	2.733%	-0.092%	12,754,977	-11,755	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.081%	3.378%	12,736,631	416,197	2023-03-31
Vanguard Institutional 500 Index Trust	2.517%	0.271%	11,748,255	31,745	2024-09-30
Vanguard 500 Index Investor	2.405%	0.490%	9,939,861	48,488	2023-08-31
iShares Select Dividend ETF	1.693%	-0.034%	7,903,733	-2,653	2024-10-31
The Utilities Select Sector SPDR® ETF	1.438%	0.132%	6,710,767	8,871	2024-10-31
Pictet Glbl Sel Fd Glbl Utilities Eq P	1.426%	-3.703%	6,655,329	-255,887	2024-04-30
Franklin Utilities Fund A1	1.350%	0.000%	6,300,000	0	2024-09-30
Franklin Utilities A1	1.350%	0.000%	6,300,000	0	2024-09-30
Vanguard Small Cap Index	1.203%	-0.899%	5,617,149	-50,946	2024-09-30
Fidelity 500 Index	1.181%	-0.172%	5,513,570	-9,491	2024-09-30
SPDR® S&P 500® ETF Trust	1.171%	0.524%	5,467,683	28,512	2024-10-31
Utilities Select Sector SPDR® ETF	1.158%	1.714%	5,192,924	87,488	2024-05-30
iShares Core S&P 500 ETF	1.070%	0.154%	4,993,236	7,685	2024-10-31
SPDR® S&P 500 ETF Trust	1.079%	0.714%	4,836,585	34,300	2024-05-30
Fidelity® 500 Index	1.165%	0.641%	4,815,595	30,660	2023-11-30
Vanguard Mid Cap Index Institutional	1.018%	-0.940%	4,749,396	-45,084	2024-09-30
PGIM Jennison Utility B	0.843%	-1.364%	3,935,049	-54,401	2024-09-30
Invesco S&P 500® Equal Weight ETF	0.817%	0.457%	3,812,523	17,340	2024-10-31
Vanguard Small Cap Value Index Inv	0.814%	-0.085%	3,801,100	-3,231	2024-09-30
Vanguard Value Index Inv	0.834%	0.345%	3,738,566	12,870	2024-02-29
JPMorgan Mid Cap Value L	0.768%	0.000%	3,583,384	0	2024-09-30
JPM US Mid Cap Value-MA	0.768%	13.887%	3,583,384	436,942	2024-09-30
Cohen & Steers Infrastructure	0.739%	0.000%	3,450,657	0	2024-09-30
Vanguard Mid-Cap Value ETF	0.737%	-2.778%	3,303,078	-94,367	2024-02-29
JPM US Mid Cap Value-Composite	0.674%	0.000%	3,146,442	3,146,442	2024-06-30
T. Rowe Price US Lg-Cp Equity Inc Comp	0.748%	-33.974%	3,090,000	-1,590,000	2022-12-31
T. Rowe Price Equity Income	0.748%	-33.974%	3,090,000	-1,590,000	2022-12-31
Reaves Utility Income	0.616%	-20.191%	2,877,100	-727,866	2024-03-31
Vanguard Institutional Index I	0.641%	-0.901%	2,876,067	-26,141	2024-08-31
T. Rowe Price Value	0.699%	-60.488%	2,837,210	-4,343,385	2022-09-30
T. Rowe Price US Value Equity Composite	0.699%	-60.488%	2,837,210	-4,343,385	2022-09-30
DWS Invest Global Infras FC	0.632%	-2.807%	2,833,531	-81,830	2024-05-31
PSF PGIM Jennison Blend Portfolio I	0.684%	0.000%	2,827,436	0	2023-10-31
DNP Select Income	0.624%	0.000%	2,797,315	0	2024-04-30
DWS Global Infrastr Sec Instl	0.621%	0.033%	2,782,944	920	2024-05-31
Invesco S&P 500® Low Volatility ETF	0.665%	0.008%	2,749,195	205	2023-10-31
Vanguard Utilities ETF	0.605%	7.804%	2,710,006	196,170	2024-02-29
DWS RREEF Real Assets Inst	0.626%	33.874%	2,588,270	654,900	2023-11-30
Thrivent Mid Cap Stock A	0.578%	0.000%	2,584,247	0	2023-12-31