NorthWestern Corporation (NWE) Ownership

52.28 ↑0.75 (1.46%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of NorthWestern Corporation (NWE), owning a total of 9.9 million shares. Combined, the top 30 institutional holders of NWE own 95.93% of the company with a total of 58.5 million shares.

In the latest ownership report on September 30th 2024, the top 30 institutional holders increased their combined ownership of NWE by 328 thousand shares. 12 institutions bought 974,078 total additional shares and increased their ownership by an average of 4.16%. However 8 institutions sold 646,335 total shares and decreased their ownership by an average of 4.58%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of NorthWestern Corporation increased by a net total of 327,743 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc16.172%5.720%9,915,528536,4692024-09-30
Vanguard Group Inc11.080%0.452%6,793,33930,5612024-09-30
American Century Companies Inc6.307%-2.559%3,866,862-101,5512024-09-30
State Street Corp4.085%1.710%2,504,40042,1042024-09-30
River Road Asset Management, LLC3.645%0.660%2,235,00914,6542024-09-30
Victory Capital Management Inc.3.039%-12.464%1,863,241-265,2982024-09-30
Geode Capital Management, LLC2.506%2.350%1,536,51835,2792024-09-30
Franklin Resources Inc2.180%-0.344%1,336,670-4,6152024-09-30
Macquarie Group Ltd2.084%-10.551%1,277,841-150,7202024-09-30
Fuller & Thaler Asset Management Inc1.958%-1.829%1,200,524-22,3662024-09-30
Westwood Holdings Group Inc1.904%-5.193%1,167,389-63,9452024-09-30
Massachusetts Financial Services Company1.785%-2.739%1,094,714-30,8322024-09-30
Systematic Financial Management LP1.746%11.833%1,070,434113,2652024-09-30
Dimensional Fund Advisors, Inc.1.678%0.116%1,028,8931,1952024-09-30
Neuberger Berman Group LLC1.618%6.241%991,96658,2682024-09-30
Charles Schwab Investment Management Inc1.384%2.358%848,29419,5422024-09-30
Amvescap Plc.1.342%1.268%822,72710,3042024-09-30
Northern Trust Corp1.308%0.247%802,1861,9762024-09-30
FMR Inc1.239%17.011%759,804110,4612024-09-30
ProShare Advisors LLC1.225%-0.924%751,136-7,0082024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc16.172%5.720%9,915,528536,4692024-09-30
Vanguard Group Inc11.080%0.452%6,793,33930,5612024-09-30
Lazard Asset Management LLC9.077%5.765%5,372,507292,8592022-06-30
American Century Companies Inc6.307%-2.559%3,866,862-101,5512024-09-30
State Street Corp4.085%1.710%2,504,40042,1042024-09-30
State Street Corporation4.046%9.264%2,480,282210,2932024-03-31
River Road Asset Management, LLC3.645%0.660%2,235,00914,6542024-09-30
Victory Capital Management Inc.3.039%-12.464%1,863,241-265,2982024-09-30
T. Rowe Price Associates, Inc.3.072%-13.513%1,774,963-277,3172022-06-30
Geode Capital Management, LLC2.506%2.350%1,536,51835,2792024-09-30
First Trust Advisors L.P.2.348%-2.539%1,439,146-37,4912023-12-31
T. Rowe Price Investment Management,Inc.2.333%-23.440%1,428,675-437,4122023-09-30
Franklin Resources Inc2.180%-0.344%1,336,670-4,6152024-09-30
Macquarie Group Ltd2.084%-10.551%1,277,841-150,7202024-09-30
Fuller & Thaler Asset Management Inc1.958%-1.829%1,200,524-22,3662024-09-30
Westwood Holdings Group Inc1.904%-5.193%1,167,389-63,9452024-09-30
Massachusetts Financial Services Company1.785%-2.739%1,094,714-30,8322024-09-30
Systematic Financial Management LP1.746%11.833%1,070,434113,2652024-09-30
Dimensional Fund Advisors, Inc.1.678%0.116%1,028,8931,1952024-09-30
Neuberger Berman Group LLC1.618%6.241%991,96658,2682024-09-30
JPMorgan Chase & Co1.453%-36.894%891,099-520,9782024-06-30
Bank of New York Mellon Corp1.385%1.445%849,06412,0912024-06-30
Charles Schwab Investment Management Inc1.384%2.358%848,29419,5422024-09-30
Morgan Stanley - Brokerage Accounts1.383%-10.825%847,794-102,9162024-06-30
Amvescap Plc.1.342%1.268%822,72710,3042024-09-30
Northern Trust Corp1.308%0.247%802,1861,9762024-09-30
AQR Capital Management LLC1.278%55.958%763,587273,9762022-09-30
GW&K Investment Management, LLC1.273%-8.578%760,690-71,3742022-09-30
FMR Inc1.239%17.011%759,804110,4612024-09-30
ProShare Advisors LLC1.225%-0.924%751,136-7,0082024-09-30

Mutual Fund Ownership

American Century Mid Cap Value Inv is the biggest individual fund holder of NorthWestern Corporation (NWE), owning a total of 2.7 million shares. Combined, the top 33 mutual fund holders of NWE own 61.94% of the company with a total of 37.9 million shares.

In the latest ownership report on December 31st 2024, the top 33 fund holders increased their combined ownership of NWE by 10 thousand shares. 3 funds bought 12,302 total additional shares and increased their ownership by an average of 0.27%. However 2 funds sold 22,763 total shares and decreased their ownership by an average of 1.55%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding NorthWestern Corporation decreased by a net total of -10,461 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.249%0.331%1,992,2296,5652024-12-31
iShares Russell 2000 ETF2.729%-0.383%1,673,447-6,4252024-12-31
iShares Select Dividend ETF2.231%0.376%1,367,7265,1172024-12-31
ProShares S&P MidCap 400 Dividend Arst0.984%0.103%603,3476202024-12-31
iShares Russell 2000 Value ETF0.953%-2.721%584,171-16,3382024-12-31
Invesco High Yield Eq Div Achiev™ ETF0.834%0.000%511,32402024-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Century Mid Cap Value Inv4.380%-3.970%2,685,620-111,0122024-09-30
American Century U.S. Mid Cap Value4.380%-3.970%2,685,620-111,0122024-09-30
iShares Core S&P Mid-Cap ETF3.249%0.331%1,992,2296,5652024-12-31
Vanguard Total Stock Mkt Idx Inv3.132%-2.353%1,920,434-46,2822024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.044%5.935%1,863,907104,4302023-03-31
iShares Russell 2000 ETF2.729%-0.383%1,673,447-6,4252024-12-31
Vanguard Small Cap Index2.521%0.586%1,545,9639,0002024-11-30
Fuller & Thaler Small-Cap Value2.451%0.183%1,465,6562,6752022-12-31
iShares Select Dividend ETF2.231%0.376%1,367,7265,1172024-12-31
Franklin Utilities Fund A12.120%0.000%1,300,00002024-11-30
Franklin Utilities A12.120%0.000%1,300,00002024-09-30
Macquarie US Small Cap Core Equity1.982%-1.157%1,214,826-14,2182024-03-31
Delaware US Small Cap Core Equity (SMA)1.982%-1.157%1,214,826-14,2182024-03-31
FullerThaler Behavioral Small-Cap Value1.776%-0.019%1,088,991-2102024-09-30
Fuller & Thaler Behavrl Small-Cap Value1.739%-0.889%1,065,166-9,5552023-11-30
Vanguard Small Cap Value Index Inv1.707%0.750%1,046,4427,7892024-11-30
Undiscovered Managers Behavioral Val L1.679%0.000%1,029,49102024-09-30
Delaware Small Cap Core I1.625%0.000%996,23802024-10-31
Macquarie Small Cap Core I1.625%0.000%996,23802024-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.483%0.459%908,9874,1522024-11-30
T. Rowe Price Small-Cap Value1.445%-24.782%885,084-291,6002023-09-30
First Trust Value Line® Dividend ETF1.301%-0.047%797,463-3742024-12-30
Vanguard Extended Market Index Investor1.299%0.176%776,2061,3652023-02-28
Victory Small Cap Value CIT (Net 75)1.158%-21.892%710,000-199,0002024-09-30
Victory Sycamore Small Company Opp R1.158%-21.892%710,000-199,0002024-09-30
MFS New Discovery Value I1.125%-16.430%690,011-135,6522024-11-30
Fidelity Small Cap Index1.027%0.274%629,6141,7222024-10-31
ProShares S&P MidCap 400 Dividend Arst0.984%0.103%603,3476202024-12-31
iShares Russell 2000 Value ETF0.953%-2.721%584,171-16,3382024-12-31
JPMorgan Small Cap Equity A0.944%0.000%578,78302024-04-30
JPM US Small Cap Core-Composite0.944%-25.504%578,783-198,1452024-03-31
Invesco High Yield Eq Div Achiev™ ETF0.834%0.000%511,32402024-12-31
Fidelity VIP Mid Cap Initial0.814%0.000%498,80002024-10-31

Discussions

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italiano_1411/29/24 09:33am

$NWE buy and hold and get rewarded

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dandanaiwo7/18/24 10:51am

$NWE we had no volume for days before the last big rip

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micmic6/17/24 08:13am

$NWE love when bulls come out

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ihatenewegg3/16/24 06:53am

$NWE Was last two days consolidation??

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