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Of the 14 tracked institutions holding NI, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +3.6pt. It's a gauge of who owns the name, not just how many.
Among the 14 tracked institutional investors we monitor, NI (NISOURCE INC) is held with a combined value of $7.71B across 169,695,350 shares. The largest holder is BlackRock, Inc. with a position worth $2.61B (0.04% of their portfolio). 3 funds opened new positions in the most recent quarter. 9 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$7.71B
Total Shares Held
169,695,350
Institutional Holders
14
% of Shares Outstanding
35.4%
of 479.56M shares · SEC 2026-07-29
Days to Cover
1.8+0.3%
13.39M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 35.4% of NI's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-29), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
1
$1.59M
Total Transactions
1
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | MELODY BIRMINGHAM | S | Sale | 37,509 | $1.59M |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.61B | 0.04% | +6.8% |
| 2 | VANGUARD GROUP INC | $2.61B | 0.04% | +1.7% |
| 3 | STATE STREET CORP | $1.31B | 0.04% | +1.9% |
| 4 | FMR LLC | $483.59M | 0.02% | +10.3% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $193.99M | 0.03% | -10.0% |
| 6 | CITADEL ADVISORS LLC | $176.67M | 0.10% | +360.8% |
| 7 | AQR CAPITAL MANAGEMENT LLC | $120.03M | 0.04% | +56.2% |
| 8 | Bridgewater Associates, LP | $67.05M | 0.28% | New |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $44.04M | 0.00% | +7.5% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $41.71M | 0.06% | -22.4% |
SEC Schedule 13D (activist) and 13G (passive) filings for NI. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Jefferson Shreve | Sell | May 12, 2025 |
| Dan Newhouse | Sell | Apr 11, 2025 |
| Dan Newhouse | Buy | Apr 10, 2024 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of NI with a position worth $2.61B, representing 0.04% of their portfolio. In total, 14 institutional investors hold NI with a combined value of $7.71B.
In the most recent quarter, 3 funds opened a new position in NI. Additionally, 9 increased their holdings and 2 reduced their positions.
Institutional investors hold $7.71B worth of NI stock across 14 positions. The largest institutional holder is BlackRock, Inc. with $2.61B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For NI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their NI positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$41.90
2026-09-08
YTD
-0.6%
26% of 52-week range