NiSource Inc (NI) Ownership

42.00 ↑0.11 (0.26%)

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 61.4 million shares. Combined, the top 46 institutional holders of NI own 97.31% of the company with a total of 450.2 million shares.

In the latest ownership report on June 30th 2025, the top 46 institutional holders increased their combined ownership of NI by 16.7 million shares. 10 institutions bought 22,076,047 total additional shares and increased their ownership by an average of 13.62%. However 10 institutions sold 5,407,353 total shares and decreased their ownership by an average of 5.7%.

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 16,668,694 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	13.045%	0.950%	61,422,062	578,061	2025-06-30
BlackRock Inc	10.277%	1.446%	48,391,367	689,721	2025-06-30
T. Rowe Price Investment Management,Inc.	8.647%	69.505%	40,716,565	16,695,706	2025-06-30
State Street Corp	5.251%	4.064%	24,726,001	965,718	2025-06-30
Deutsche Bank AG	2.968%	-4.307%	13,976,089	-628,986	2025-06-30
Geode Capital Management, LLC	2.600%	1.030%	12,243,523	124,868	2025-06-30
Jennison Associates LLC	2.492%	1.356%	11,734,790	156,958	2025-06-30
FMR Inc	2.095%	-12.855%	9,865,386	-1,455,215	2025-06-30
JPMorgan Chase & Co	1.765%	-16.654%	8,312,117	-1,660,913	2025-06-30
Amvescap Plc.	1.703%	1.357%	8,017,350	107,341	2025-06-30
NORGES BANK	1.561%	38.050%	7,351,085	2,026,130	2025-06-30
Capital Research & Mgmt Co - Division 3	1.502%	0.674%	7,070,566	47,309	2025-06-30
Cohen & Steers Inc	1.474%	-15.027%	6,940,004	-1,227,270	2025-06-30
Franklin Resources Inc	1.389%	-1.381%	6,541,353	-91,622	2025-06-30
Newport Trust Co.	1.261%	-0.932%	5,936,362	-55,827	2025-06-30
Bank of Montreal	1.137%	-0.631%	5,355,191	-33,994	2025-06-30
BMO Capital Markets Corp.	1.137%	-0.631%	5,355,191	-33,994	2025-06-30
Morgan Stanley - Brokerage Accounts	1.028%	-1.278%	4,838,465	-62,618	2025-06-30
Royal Bank of Canada	0.987%	-3.266%	4,647,143	-156,914	2025-06-30
UBS Asset Mgmt Americas Inc	0.963%	17.779%	4,532,806	684,235	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	13.045%	0.950%	61,422,062	578,061	2025-06-30
BlackRock Inc	10.277%	1.446%	48,391,367	689,721	2025-06-30
T. Rowe Price Investment Management,Inc.	8.647%	69.505%	40,716,565	16,695,706	2025-06-30
State Street Corp	5.251%	4.064%	24,726,001	965,718	2025-06-30
State Street Corporation	4.484%	-8.346%	20,112,983	-1,831,519	2024-03-31
Deutsche Bank AG	2.968%	-4.307%	13,976,089	-628,986	2025-06-30
Geode Capital Management, LLC	2.600%	1.030%	12,243,523	124,868	2025-06-30
Jennison Associates LLC	2.492%	1.356%	11,734,790	156,958	2025-06-30
FMR Inc	2.095%	-12.855%	9,865,386	-1,455,215	2025-06-30
Barclays PLC	2.156%	-26.998%	9,646,264	-3,567,492	2023-09-30
Millennium Management LLC	1.964%	185.045%	9,244,744	6,001,486	2024-12-31
JPMorgan Chase & Co	1.765%	-16.654%	8,312,117	-1,660,913	2025-06-30
Amvescap Plc.	1.703%	1.357%	8,017,350	107,341	2025-06-30
NORGES BANK	1.561%	38.050%	7,351,085	2,026,130	2025-06-30
Capital Research & Mgmt Co - Division 3	1.502%	0.674%	7,070,566	47,309	2025-06-30
Cohen & Steers Inc	1.474%	-15.027%	6,940,004	-1,227,270	2025-06-30
Zimmer Partners LP	1.411%	-17.486%	6,571,054	-1,392,519	2024-09-30
Franklin Resources Inc	1.389%	-1.381%	6,541,353	-91,622	2025-06-30
T. Rowe Price Associates, Inc.	1.372%	70.612%	6,404,978	2,650,856	2024-06-30
Brookfield Asset Management Inc	1.504%	-3.649%	6,108,012	-231,306	2022-06-30
Newport Trust Co.	1.261%	-0.932%	5,936,362	-55,827	2025-06-30
ExodusPoint Capital Management, LP	1.258%	-1.740%	5,859,359	-103,777	2024-09-30
Balyasny Asset Management LLC	1.248%	123.601%	5,593,854	3,092,138	2023-12-31
Brookfield Corp	1.177%	10.211%	5,542,221	513,495	2025-03-31
Goldman Sachs Group Inc	1.176%	88.939%	5,535,924	2,605,923	2025-03-31
Citadel Advisors Llc	1.174%	238.016%	5,467,790	3,850,176	2024-09-30
Bank of Montreal	1.137%	-0.631%	5,355,191	-33,994	2025-06-30
BMO Capital Markets Corp.	1.137%	-0.631%	5,355,191	-33,994	2025-06-30
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
Morgan Stanley - Brokerage Accounts	1.028%	-1.278%	4,838,465	-62,618	2025-06-30
Pictet Asset Manangement SA	1.005%	-18.365%	4,732,618	-1,064,679	2025-03-31
Royal Bank of Canada	0.987%	-3.266%	4,647,143	-156,914	2025-06-30
Wellington Management Company LLP	0.979%	-23.785%	4,607,024	-1,437,756	2024-12-31
UBS Asset Mgmt Americas Inc	0.963%	17.779%	4,532,806	684,235	2025-06-30
Assenagon Asset Management SA	1.087%	11.623%	4,490,768	467,606	2023-03-31
Northern Trust Corp	0.942%	18.347%	4,432,525	687,150	2024-12-31
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
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

T. Rowe Price Capital Appreciation is the biggest individual fund holder of NiSource Inc (NI), owning a total of 28.8 million shares. Combined, the top 50 mutual fund holders of NI own 60.03% of the company with a total of 275.5 million shares.

In the latest ownership report on August 31st 2025, the top 50 fund holders increased their combined ownership of NI by 64 thousand shares. 1 funds bought 69,828 total additional shares and increased their ownership by an average of 1.24%. However 1 funds sold 6,148 total shares and decreased their ownership by an average of 0.08%.

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 63,680 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
The Utilities Select Sector SPDR® ETF	1.620%	-0.081%	7,625,955	-6,148	2025-08-31
SPDR® S&P 500® ETF	1.210%	1.241%	5,698,277	69,828	2025-08-31
iShares Core S&P 500 ETF	1.203%	0.000%	5,664,256	0	2025-08-31
iShares Select Dividend ETF	0.931%	0.000%	4,384,428	0	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Capital Appreciation	6.110%	9.501%	28,769,839	2,496,153	2025-07-31
Vanguard Total Stock Mkt Idx Inv	3.133%	-2.432%	14,752,197	-367,781	2025-07-31
Vanguard US Total Market Shares ETF	3.022%	-0.812%	14,199,219	-116,251	2024-09-30
Vanguard Institutional 500 Index Trust	2.841%	0.730%	13,371,109	96,907	2025-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.081%	3.378%	12,736,631	416,197	2023-03-31
Vanguard 500 Index Investor	2.475%	-12.779%	11,654,039	-1,707,436	2025-07-31
The Utilities Select Sector SPDR® ETF	1.620%	-0.081%	7,625,955	-6,148	2025-08-31
Franklin Utilities A1	1.317%	-1.587%	6,200,000	-100,000	2025-06-30
Franklin Utilities Fund A1	1.317%	0.000%	6,200,000	0	2025-07-31
Fidelity 500 Index	1.267%	0.042%	5,966,639	2,506	2025-07-31
SPDR® S&P 500 ETF	1.236%	-1.425%	5,810,351	-84,012	2025-03-31
Vanguard Small Cap Index	1.214%	-0.605%	5,714,265	-34,771	2025-07-31
SPDR® S&P 500® ETF	1.210%	1.241%	5,698,277	69,828	2025-08-31
JNL/T. Rowe Price Capital Appreciation A	1.205%	67.840%	5,674,363	2,293,538	2025-06-30
iShares Core S&P 500 ETF	1.203%	0.000%	5,664,256	0	2025-08-31
SPDR® S&P 500® ETF Trust	1.204%	-0.524%	5,655,515	-29,808	2025-03-31
Vanguard Mid Cap Index Institutional	1.115%	1.093%	5,251,068	56,785	2025-07-31
Utilities Select Sector SPDR® ETF	1.158%	1.714%	5,192,924	87,488	2024-05-30
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
iShares Select Dividend ETF	0.931%	0.000%	4,384,428	0	2025-08-31
American Funds Fundamental Invs A	0.893%	0.000%	4,204,213	0	2025-06-30
Capital Group Fundamental Invtrs Comp	0.893%	0.000%	4,204,213	0	2025-06-30
Pictet Glbl Sel Fd Glbl Utilities Eq P	0.877%	-0.475%	4,129,278	-19,722	2025-05-31
PGIM Jennison Utility B	0.814%	-1.316%	3,833,389	-51,099	2025-03-31
JPMorgan Mid Cap Value L	0.814%	1.975%	3,830,907	74,189	2025-07-31
JPM US Mid Cap Value-Composite	0.798%	2.860%	3,756,718	104,466	2025-06-30
Vanguard Value Index Inv	0.834%	0.345%	3,738,566	12,870	2024-02-29
Vanguard Small Cap Value Index Inv	0.781%	0.264%	3,679,019	9,680	2025-07-31
JPM US Mid Cap Value-MA	0.776%	1.922%	3,652,252	68,868	2025-03-31
Invesco S&P 500® Equal Weight ETF	0.761%	0.147%	3,584,857	5,278	2025-08-29
Cohen & Steers Infrastructure Fund Inc	0.733%	0.000%	3,450,657	0	2025-03-31
Cohen & Steers Infrastructure	0.733%	0.000%	3,450,657	0	2025-06-30
PGIM Jennison Utility A	0.723%	0.000%	3,403,494	0	2025-05-31
Vanguard Mid-Cap Value ETF	0.737%	-2.778%	3,303,078	-94,367	2024-02-29
Reaves Utility Income	0.697%	4.243%	3,275,100	133,300	2024-12-31
Reaves Utility Income Fund	0.697%	4.243%	3,275,100	133,300	2024-12-31
T. Rowe Price Equity Income	0.748%	-33.974%	3,090,000	-1,590,000	2022-12-31
T. Rowe Price US Lg-Cp Equity Inc Comp	0.748%	-33.974%	3,090,000	-1,590,000	2022-12-31
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