NorthWestern Corporation (NWE) Ownership

58.51 ↑0.08 (0.14%)
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 11.1 million shares. Combined, the top 30 institutional holders of NWE own 94.33% of the company with a total of 57.5 million shares.

In the latest ownership report on December 31st 2024, the top 30 institutional holders increased their combined ownership of NWE by 573 thousand shares. 13 institutions bought 2,640,336 total additional shares and increased their ownership by an average of 35.65%. However 8 institutions sold 2,066,994 total shares and decreased their ownership by an average of 14.18%.

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 573,342 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc18.096%11.934%11,098,8371,183,3092024-12-31
Vanguard Group Inc11.168%0.827%6,849,51956,1802024-12-31
American Century Companies Inc5.361%-14.964%3,288,228-578,6342024-12-31
State Street Corp4.169%2.094%2,556,83052,4302024-12-31
River Road Asset Management, LLC3.867%6.126%2,371,931136,9222024-12-31
Geode Capital Management, LLC2.502%-0.117%1,534,722-1,7962024-12-31
Franklin Resources Inc2.158%-1.007%1,323,212-13,4582024-12-31
Macquarie Group Ltd2.097%0.649%1,286,1288,2872024-12-31
Systematic Financial Management LP1.811%3.750%1,110,57440,1402024-12-31
Dimensional Fund Advisors, Inc.1.685%0.442%1,033,4374,5442024-12-31
First Trust Advisors L.P.1.630%391.624%999,884796,5002024-12-31
Neuberger Berman Group LLC1.594%-1.418%977,897-14,0692024-12-31
Massachusetts Financial Services Company1.496%-16.188%917,497-177,2172024-12-31
Amvescap Plc.1.475%9.949%904,57981,8522024-12-31
Northern Trust Corp1.458%11.466%894,16391,9772024-12-31
Bank of New York Mellon Corp1.445%18.071%886,066135,6112024-12-31
Westwood Holdings Group Inc1.442%-24.266%884,114-283,2752024-12-31
Charles Schwab Investment Management Inc1.434%3.710%879,76231,4682024-12-31
Victory Capital Management Inc.1.427%-53.014%875,459-987,7822024-12-31
ProShare Advisors LLC1.259%2.811%772,25221,1162024-12-31
AQR Capital Management LLC0.685%-2.499%419,916-10,7632024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc18.096%11.934%11,098,8371,183,3092024-12-31
Vanguard Group Inc11.168%0.827%6,849,51956,1802024-12-31
Lazard Asset Management LLC9.077%5.765%5,372,507292,8592022-06-30
American Century Companies Inc5.361%-14.964%3,288,228-578,6342024-12-31
State Street Corp4.169%2.094%2,556,83052,4302024-12-31
State Street Corporation4.046%9.264%2,480,282210,2932024-03-31
River Road Asset Management, LLC3.867%6.126%2,371,931136,9222024-12-31
T. Rowe Price Associates, Inc.3.072%-13.513%1,774,963-277,3172022-06-30
Geode Capital Management, LLC2.502%-0.117%1,534,722-1,7962024-12-31
T. Rowe Price Investment Management,Inc.2.333%-23.440%1,428,675-437,4122023-09-30
Franklin Resources Inc2.158%-1.007%1,323,212-13,4582024-12-31
Macquarie Group Ltd2.097%0.649%1,286,1288,2872024-12-31
Fuller & Thaler Asset Management Inc1.958%-1.829%1,200,524-22,3662024-09-30
Systematic Financial Management LP1.811%3.750%1,110,57440,1402024-12-31
JPMorgan Chase & Co1.692%-41.778%1,037,624-744,5742024-09-30
Dimensional Fund Advisors, Inc.1.685%0.442%1,033,4374,5442024-12-31
First Trust Advisors L.P.1.630%391.624%999,884796,5002024-12-31
Neuberger Berman Group LLC1.594%-1.418%977,897-14,0692024-12-31
Massachusetts Financial Services Company1.496%-16.188%917,497-177,2172024-12-31
Amvescap Plc.1.475%9.949%904,57981,8522024-12-31
Northern Trust Corp1.458%11.466%894,16391,9772024-12-31
Bank of New York Mellon Corp1.445%18.071%886,066135,6112024-12-31
Westwood Holdings Group Inc1.442%-24.266%884,114-283,2752024-12-31
Charles Schwab Investment Management Inc1.434%3.710%879,76231,4682024-12-31
Victory Capital Management Inc.1.427%-53.014%875,459-987,7822024-12-31
Morgan Stanley - Brokerage Accounts1.383%-10.825%847,794-102,9162024-06-30
ProShare Advisors LLC1.259%2.811%772,25221,1162024-12-31
GW&K Investment Management, LLC1.273%-8.578%760,690-71,3742022-09-30
FMR Inc1.239%17.011%759,804110,4612024-09-30
AQR Capital Management LLC0.685%-2.499%419,916-10,7632024-12-31

Mutual Fund Ownership

American Century Mid Cap Value Inv is the biggest individual fund holder of NorthWestern Corporation (NWE), owning a total of 2.2 million shares. Combined, the top 35 mutual fund holders of NWE own 62.25% of the company with a total of 38.1 million shares.

In the latest ownership report on March 31st 2025, the top 35 fund holders increased their combined ownership of NWE by 8 thousand shares. 2 funds bought 5,965 total additional shares and increased their ownership by an average of 0.23%. However 1 funds sold 14,135 total shares and decreased their ownership by an average of 0.86%.

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 -8,170 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.269%0.253%2,004,6765,0522025-03-31
iShares Russell 2000 ETF2.661%-0.859%1,632,253-14,1352025-03-31
First Trust Value Line® Dividend ETF1.198%0.000%734,48402025-03-31
iShares Russell 2000 Value ETF0.927%0.000%568,27102025-03-31
ProShares S&P MidCap 400 Dividend Arst0.914%0.000%560,70402025-03-31
Invesco High Yield Eq Div Achiev™ ETF0.716%0.208%439,0169132025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Century Mid Cap Value Inv3.635%-16.978%2,229,660-455,9602024-12-31
American Century U.S. Mid Cap Value3.635%-16.978%2,229,660-455,9602024-12-31
iShares Core S&P Mid-Cap ETF3.269%0.253%2,004,6765,0522025-03-31
Vanguard US Total Market Shares ETF3.223%0.071%1,976,4851,3992024-09-30
Vanguard Total Stock Mkt Idx Inv3.146%0.084%1,929,7151,6152025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr3.044%5.935%1,863,907104,4302023-03-31
iShares Russell 2000 ETF2.661%-0.859%1,632,253-14,1352025-03-31
Vanguard Small Cap Index2.552%0.082%1,565,4231,2812025-02-28
Fuller & Thaler Small-Cap Value2.451%0.183%1,465,6562,6752022-12-31
iShares Select Dividend ETF2.187%0.540%1,341,0097,2012025-02-28
Franklin Utilities A12.120%0.000%1,300,00002025-01-31
Franklin Utilities Fund A12.120%0.000%1,300,00002025-02-28
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
Fuller & Thaler Behavrl Small-Cap Value1.739%-0.889%1,065,166-9,5552023-11-30
Vanguard Small Cap Value Index Inv1.681%-0.330%1,031,229-3,4132025-02-28
Macquarie Small Cap Core I1.624%0.000%996,23802025-02-28
Delaware Small Cap Core I1.625%0.000%996,23802024-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.513%0.138%927,7051,2802025-02-28
T. Rowe Price Small-Cap Value1.445%-24.782%885,084-291,6002023-09-30
Vanguard Extended Market Index Investor1.299%0.176%776,2061,3652023-02-28
First Trust Value Line® Dividend ETF1.198%0.000%734,48402025-03-31
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 I1.103%-0.983%676,537-6,7162025-02-28
Fidelity Small Cap Index0.994%-1.838%609,456-11,4132025-01-31
JPM US Small Cap Core-Composite0.944%-25.504%578,783-198,1452024-03-31
JPMorgan Small Cap Equity A0.944%0.000%578,78302024-04-30
iShares Russell 2000 Value ETF0.927%0.000%568,27102025-03-31
ProShares S&P MidCap 400 Dividend Arst0.914%0.000%560,70402025-03-31
Fidelity VIP Mid Cap Initial0.862%5.934%528,40029,6002025-02-28
FullerThaler Behavioral Small-Cap Value0.817%0.449%501,1652,2402024-12-31
SPDR® S&P MIDCAP 400 ETF Trust0.808%0.959%495,3354,7042025-02-28
Undiscovered Managers Behavioral Val L0.776%-0.410%476,010-1,9602025-02-28
Invesco High Yield Eq Div Achiev™ ETF0.716%0.208%439,0169132025-03-31

Discussions

Please log in or register to share your thoughts.

italiano_1411/29/24 09:33am

$NWE buy and hold and get rewarded

0 Like Report
dandanaiwo7/18/24 10:51am

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

0 Like Report
micmic6/17/24 08:13am

$NWE love when bulls come out

0 Like Report