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NI — NISOURCE INC

Reported value held$11.34B
Funds holding (latest)51
SectorUtilities

Index member: S&P 500

Funds holding (Q2 2026)43
Institutional value$8.62B · 182.21M sh
New / Add / Cut / Exit4 / 25 / 12 / 2
Top-5 / Top-10 concentration54.0% / 71.0%
Institutional holdings change Accumulating +19.2% (+29.37M sh)
Institutional value change Up +21.6%

As of Q2 2026, 43 SEC-registered investment managers reported holding NI (NISOURCE INC) in their latest 13F filings, with a combined reported value of $8.62B across 182.21M shares. That is +19.2% by share count (+29.37M shares) versus the previous quarter, while reported value moved +21.6%. Ownership is concentrated: the five largest holders account for 54.0% of reported value and the top ten for 71.0%.

Compared with the prior quarter, 4 opened new positions, 25 added to existing stakes, 12 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

NI is a constituent of the S&P 500 and is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 54.96M $2.61B 0.04% Add
Vanguard Group history Q4 2025 62.41M $2.61B 0.04% Add
Geode Capital Management history Q2 2026 12.92M $611.92M 0.03% Add
Deutsche Bank AG history Q2 2026 12.08M $574.29M 0.18% Add
Fidelity Management & Research (FMR) history Q2 2026 10.17M $483.59M 0.02% Add
Invesco Ltd history Q2 2026 7.79M $370.42M 0.03% Hold
Norges Bank Investment Management history Q2 2026 7.79M $370.40M 0.04% Reduce
JPMorgan Chase & Co history Q2 2026 6.96M $335.28M 0.04% New
Franklin Resources history Q2 2026 5.93M $281.84M 0.07% Reduce
Morgan Stanley history Q2 2026 5.58M $265.49M 0.01% Add
Charles Schwab Investment Management history Q2 2026 4.52M $214.72M 0.03% Add
Northern Trust Corp history Q2 2026 4.42M $210.31M 0.02% Add
Goldman Sachs Group history Q2 2026 4.35M $206.67M 0.02% Add
Wellington Management Group history Q2 2026 4.08M $193.99M 0.04% Reduce
Citadel Advisors history Q2 2026 3.98M $189.35M 0.02% Add
Legal & General Investment Management America history Q2 2026 3.78M $179.84M 0.04% Reduce
Bank of America Corp history Q2 2026 3.63M $172.52M 0.01% Add
Balyasny Asset Management history Q2 2026 3.46M $164.41M 0.21% Add
Alkeon Capital Management history Q2 2026 3.37M $160.03M 0.22% Hold
BNY Mellon history Q2 2026 3.09M $146.78M 0.02% Reduce

View all 51 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 47.48M 50.06M 47.70M 48.39M 48.21M 51.57M 51.47M 54.96M
Geode Capital Management 7.10M 7.34M 7.58M 8.06M 8.28M 8.45M 8.61M 8.98M 9.16M 9.34M 9.64M 10.57M 10.75M 11.45M 12.12M 12.24M 12.21M 12.46M 12.61M 12.92M
Deutsche Bank AG 18.11M 18.41M 19.58M 17.53M 15.91M 19.36M 19.66M 19.18M 18.45M 19.63M 18.89M 17.95M 17.49M 16.83M 14.61M 13.98M 12.03M 10.35M 11.72M 12.08M
Fidelity Management & Research (FMR) 9.99M 10.14M 9.08M 9.78M 10.61M 11.14M 11.90M 11.62M 10.87M 12.98M 12.32M 11.30M 11.40M 9.70M 11.32M 9.87M 9.40M 9.14M 9.22M 10.17M
Invesco Ltd 6.48M 10.16M 7.96M 8.27M 8.61M 8.86M 7.96M 7.77M 8.10M 5.51M 6.34M 8.75M 5.49M 8.20M 7.91M 8.02M 8.00M 7.79M 7.79M 7.79M
Norges Bank Investment Management — — — — — 750.72K — — — 2.64M — 3.92M — 5.32M — 7.35M — 8.07M — 7.79M
JPMorgan Chase & Co 1.66M 35.00K 1.26M 637.75K 631.67K 960.56K 783.61K 933.42K 1.10M 1.12M 1.61M 7.91M 14.90M 14.02M 9.97M 8.31M 8.50M 900 — 6.96M
Franklin Resources 6.78M 6.87M 5.91M 5.76M 5.72M 5.72M 6.32M 6.72M 6.70M 8.53M 6.67M 6.63M 6.63M 6.65M 6.63M 6.54M 6.32M 6.12M 5.99M 5.93M
Morgan Stanley 1.09M 2.60M 2.64M 5.39M 4.28M 4.28M 4.58M 5.03M 5.22M 7.29M 7.61M 4.91M 4.79M 4.16M 4.90M 4.84M 4.38M 4.88M 5.48M 5.58M
Charles Schwab Investment Management 2.82M 2.91M 3.01M 3.13M 3.18M 3.28M 3.30M 3.36M 3.41M 3.49M 3.58M 3.90M 3.91M 4.12M 4.16M 4.22M 4.24M 4.34M 4.47M 4.52M
Northern Trust Corp 4.05M 3.92M 3.88M 3.90M 3.86M 3.98M 3.97M 3.79M 3.93M 3.89M 3.75M 3.94M 3.75M 4.43M 4.64M 4.52M 4.45M 4.27M 4.25M 4.42M
Goldman Sachs Group 1.68M 2.38M 962.96K 1.13M 1.42M 1.86M 2.56M 1.46M 3.08M 2.95M 2.82M 4.73M 4.37M 2.93M 5.54M 3.59M 4.23M 3.53M 3.89M 4.35M
Wellington Management Group 3.53M 3.36M 3.73M 3.67M 3.15M 3.05M 3.42M 3.39M 3.15M 3.04M 3.74M 6.66M 6.04M 4.61M 4.41M 2.27M 2.45M 4.24M 4.53M 4.08M
Citadel Advisors 5.41M 1.66M 2.99M 41.50K 432.30K 1.19M 973.67K 36.95K 2.80M 4.99M 2.21M 1.75M 5.51M 2.19M 1.68M 2.87M 4.23M 2.52M 891.58K 3.98M
Legal & General Investment Management America 4.68M 4.68M 4.72M 4.77M 4.23M 4.07M 4.01M 3.85M 3.73M 4.99M 5.14M 4.95M 4.89M 3.94M 4.11M 4.23M 4.06M 3.94M 3.87M 3.78M
Bank of America Corp 2.80M 2.48M 1.52M 1.56M 1.30M 1.88M 1.98M 1.93M 1.91M 2.14M 2.87M 3.07M 3.13M 2.51M 3.52M 3.77M 3.37M 3.59M 3.09M 3.63M
Balyasny Asset Management — 189.74K — — 781.89K 3.08M — — 2.50M 5.59M 1.78M 631.91K — 642.78K — — 1.92M 7.69K 12.58K 3.46M
Alkeon Capital Management — — — — — — — — — — — — — — 2.46M 2.56M 3.10M 3.23M 3.37M 3.37M
BNY Mellon 4.26M 5.13M 6.01M 6.06M 6.02M 4.45M 4.31M 4.21M 5.07M 4.53M 4.37M 4.24M 4.11M 4.26M 4.00M 3.78M 3.82M 3.25M 3.13M 3.09M
AQR Capital Management 88.01K 373.66K 579.88K 687.74K 976.91K 1.44M 1.48M 1.22M 1.16M 371.52K 740.16K 1.62M 1.30M 904.86K 950.65K 789.12K 1.11M 1.34M 1.62M 2.52M

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