NorthWestern Corporation (NWE) Ownership

50.13 ↑1.20 (2.45%)
As of April 19, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of NorthWestern Corporation (NWE), owning a total of 9.2 million shares. Combined, the top 27 institutional holders of NWE own 90.15% of the company with a total of 54.9 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of NWE by 1.1 million shares. 12 institutions bought 1,783,582 total additional shares and increased their ownership by an average of 9.72%. However 8 institutions sold 670,522 total shares and decreased their ownership by an average of 4.97%.

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 1,113,060 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.029%1.521%9,209,029137,9692023-12-31
Vanguard Group Inc11.065%2.846%6,780,298187,6192023-12-31
American Century Companies Inc6.422%3.116%3,935,021118,9102023-12-31
Victory Capital Management Inc.3.936%-0.381%2,411,552-9,2102023-12-31
State Street Corporation3.705%3.221%2,269,98970,8322023-12-31
River Road Asset Management, LLC3.539%35.035%2,168,217562,5482023-12-31
JPMorgan Chase & Co2.799%-20.293%1,715,335-436,7182023-12-31
Macquarie Group Ltd2.503%28.659%1,533,475341,5832023-12-31
First Trust Advisors L.P.2.349%-2.539%1,439,146-37,4912023-12-31
Geode Capital Management, LLC2.280%6.532%1,396,88785,6492023-12-31
Westwood Holdings Group Inc2.251%-4.016%1,379,106-57,7082023-12-31
Franklin Resources Inc2.211%-0.359%1,354,479-4,8842023-12-31
Fuller & Thaler Asset Management Inc1.951%-3.656%1,195,504-45,3692023-12-31
Bank of New York Mellon Corp1.731%1.429%1,060,48314,9452023-12-31
Massachusetts Financial Services Company1.580%27.421%968,054208,3262023-12-31
Dimensional Fund Advisors, Inc.1.560%0.404%956,1273,8492023-12-31
Systematic Financial Management LP1.451%-1.749%888,978-15,8202023-12-31
Amvescap Plc.1.417%-6.796%868,464-63,3222023-12-31
Northern Trust Corp1.367%5.575%837,45244,2232023-12-31
ProShare Advisors LLC1.278%0.918%783,3727,1292023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.029%1.521%9,209,029137,9692023-12-31
Vanguard Group Inc11.065%2.846%6,780,298187,6192023-12-31
Lazard Asset Management LLC9.077%5.765%5,372,507292,8592022-06-30
American Century Companies Inc6.422%3.116%3,935,021118,9102023-12-31
Victory Capital Management Inc.3.936%-0.381%2,411,552-9,2102023-12-31
State Street Corporation3.705%3.221%2,269,98970,8322023-12-31
River Road Asset Management, LLC3.539%35.035%2,168,217562,5482023-12-31
T. Rowe Price Associates, Inc.3.072%-13.513%1,774,963-277,3172022-06-30
JPMorgan Chase & Co2.799%-20.293%1,715,335-436,7182023-12-31
Macquarie Group Ltd2.503%28.659%1,533,475341,5832023-12-31
First Trust Advisors L.P.2.349%-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
Geode Capital Management, LLC2.280%6.532%1,396,88785,6492023-12-31
Westwood Holdings Group Inc2.251%-4.016%1,379,106-57,7082023-12-31
Franklin Resources Inc2.211%-0.359%1,354,479-4,8842023-12-31
Fuller & Thaler Asset Management Inc1.951%-3.656%1,195,504-45,3692023-12-31
Bank of New York Mellon Corp1.731%1.429%1,060,48314,9452023-12-31
Massachusetts Financial Services Company1.580%27.421%968,054208,3262023-12-31
FMR Inc1.567%17.829%959,877145,2412023-09-30
Dimensional Fund Advisors, Inc.1.560%0.404%956,1273,8492023-12-31
Systematic Financial Management LP1.451%-1.749%888,978-15,8202023-12-31
Amvescap Plc.1.417%-6.796%868,464-63,3222023-12-31
Northern Trust Corp1.367%5.575%837,45244,2232023-12-31
ProShare Advisors LLC1.278%0.918%783,3727,1292023-12-31
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
Charles Schwab Investment Management Inc1.124%6.156%665,43938,5892022-09-30

Mutual Fund Ownership

American Century Mid Cap Value Inv is the biggest individual fund holder of NorthWestern Corporation (NWE), owning a total of 2.8 million shares. Combined, the top 27 mutual fund holders of NWE own 57.79% of the company with a total of 35.4 million shares.

In the latest ownership report on February 29th 2024, the top 27 fund holders increased their combined ownership of NWE by 13 thousand shares. 3 funds bought 23,805 total additional shares and increased their ownership by an average of 0.60%. However 5 funds sold 11,281 total shares and decreased their ownership by an average of 0.13%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding NorthWestern Corporation increased by a net total of 12,524 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.203%-0.298%1,962,588-5,8622024-02-29
iShares Core S&P Mid-Cap ETF3.043%-0.220%1,864,338-4,1152024-02-29
Vanguard Small Cap Index2.576%0.939%1,578,57414,6802024-02-29
iShares Russell 2000 ETF2.473%-0.016%1,515,204-2482024-02-29
Franklin Utilities A12.122%0.000%1,300,00002024-02-29
iShares Select Dividend ETF2.080%-0.032%1,274,240-4112024-02-29
Vanguard Small Cap Value Index Inv1.760%0.752%1,078,3108,0522024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.472%0.119%901,8811,0732024-02-29
ProShares S&P MidCap 400 Dividend Arst1.026%-0.103%628,813-6452024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Century Mid Cap Value Inv4.564%1.234%2,796,63234,0862023-12-31
American Century U.S. Mid Cap Value4.564%1.234%2,796,63234,0862023-12-31
Vanguard Total Stock Mkt Idx Inv3.203%-0.298%1,962,588-5,8622024-02-29
iShares Core S&P Mid-Cap ETF3.043%-0.220%1,864,338-4,1152024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr3.044%5.935%1,863,907104,4302023-03-31
Vanguard Small Cap Index2.576%0.939%1,578,57414,6802024-02-29
iShares Russell 2000 ETF2.473%-0.016%1,515,204-2482024-02-29
Fuller & Thaler Small-Cap Value2.451%0.183%1,465,6562,6752022-12-31
Franklin Utilities Fund A12.123%0.000%1,300,00002024-01-31
Franklin Utilities A12.122%0.000%1,300,00002024-02-29
First Trust Value Line® Dividend ETF2.111%3.740%1,292,78346,6062023-12-28
iShares Select Dividend ETF2.080%-0.032%1,274,240-4112024-02-29
Macquarie US Small Cap Core Equity2.006%29.424%1,229,044279,4212023-12-31
Delaware Small Cap Core I1.982%-1.185%1,214,486-14,5582024-01-31
Victory Sycamore Small Company Opp R1.852%-0.873%1,135,000-10,0002023-12-31
Victory Small Cap Value CIT (Net 75)1.852%-0.873%1,135,000-10,0002023-12-31
Vanguard Small Cap Value Index Inv1.760%0.752%1,078,3108,0522024-02-29
Fuller & Thaler Behavrl Small-Cap Value1.739%-0.889%1,065,166-9,5552023-11-30
FullerThaler Behavioral Small-Cap Value1.690%-2.772%1,035,645-29,5212023-12-31
Undiscovered Managers Behavioral Val L1.608%0.000%985,09102024-01-31
Vanguard Institutional Extnd Mkt Idx Tr1.472%0.119%901,8811,0732024-02-29
T. Rowe Price Small-Cap Value1.445%-24.782%885,084-291,6002023-09-30
JPM US Small Cap Core-Composite1.268%-27.333%776,928-292,2292023-12-31
Vanguard Extended Market Index Investor1.299%0.176%776,2061,3652023-02-28
MFS New Discovery Value I1.237%0.588%758,2174,4292024-01-31
JPMorgan Small Cap Equity A1.199%-5.447%734,608-42,3202024-01-31
ProShares S&P MidCap 400 Dividend Arst1.026%-0.103%628,813-6452024-02-29

Discussions

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ihatenewegg3/16/24 06:53am

$NWE Was last two days consolidation??

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