Titelia

Fund shareholders of NISOURCE INC

ISIN US65473P1057 · United States · LEI 549300D8GOWWH0SJB189

Fund shareholders
684
Of which ETFs
205 479 other funds
Value held
≈ 9.7B $ 9.7B $ · 6.3M € · 334.5M SEK
Share of capital
43.3 % of 479.6M shares on Jul 29, 2026

684 funds hold this company. This table lists the 683 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 292,93313.9M $0.10 %0.06 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 291,72413.9M $0.03 %0.06 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 290,04513.8M $0.05 %0.06 %as of Jun 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 288,73013.7M $0.42 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 288,69312.8M $0.03 %0.06 %as of Jul 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 284,39913.1M $0.18 %0.06 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 283,69613.1M $0.03 %0.06 %as of May 31, 2026 ↗
Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust 283,14013.5M $0.18 %0.06 %as of Jun 30, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 280,69913.3M $0.02 %0.06 %as of Jun 30, 2026 ↗
Cohen & Steers Global Infrastructure Fund Inc. COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC 280,47013.3M $1.21 %0.06 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 279,48013.3M $0.03 %0.06 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 274,34513M $0.01 %0.06 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 266,36812.7M $0.22 %0.06 %as of Jun 30, 2026 ↗
Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. 264,00011.7M $2.01 %0.06 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 260,63511.6M $0.03 %0.05 %as of Jul 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 260,00012.4M $0.70 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 259,38212.3M $0.02 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. AI Enhanced Value Fund WisdomTree Trust 257,37512.2M $2.94 %0.05 %as of Jun 30, 2026 ↗
Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust 256,01312.2M $1.16 %0.05 %as of Jun 30, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 255,83812.2M $3.43 %0.05 %as of Jun 30, 2026 ↗
THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 253,31411.3M $0.93 %0.05 %as of Jul 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 251,72012M $0.11 %0.05 %as of Jun 30, 2026 ↗
AZL T Rowe Price Capital Appreciation Fund Allianz Variable Insurance Products Trust 251,57312M $1.31 %0.05 %as of Jun 30, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 248,01811M $0.76 %0.05 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 240,78911.1M $0.07 %0.05 %as of May 31, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 233,55011.1M $1.48 %0.05 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 232,11310.7M $0.04 %0.05 %as of May 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 230,21910.9M $0.30 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 229,13010.9M $0.03 %0.05 %as of Jun 30, 2026 ↗
Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 220,8229.8M $0.91 %0.05 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 210,65310M $0.04 %0.04 %as of Jun 30, 2026 ↗
TCW Relative Value Large Cap Fund TCW FUNDS INC 210,3529.3M $1.68 %0.04 %as of Jul 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 209,0689.3M $0.05 %0.04 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 200,3409.3M $0.01 %0.04 %as of May 31, 2026 ↗
NYLIM Epoch U.S. Equity Yield Fund NYLIM FUNDS TRUST 190,7878.5M $0.70 %0.04 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 189,0658.4M $0.06 %0.04 %as of Jul 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 181,3048.6M $0.03 %0.04 %as of Jun 30, 2026 ↗
Global Shareholder Yield Fund John Hancock Funds III 177,8438.5M $0.59 %0.04 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 175,1417.8M $0.06 %0.04 %as of Jul 31, 2026 ↗
NYLIM Epoch Global Equity Yield Fund NYLIM FUNDS TRUST 173,8847.7M $0.78 %0.04 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 171,3528.1M $0.71 %0.04 %as of Jun 30, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 170,5867.9M $0.29 %0.04 %as of May 31, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 164,0037.3M $1.19 %0.03 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 161,5317.2M $0.06 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 154,0426.8M $0.03 %0.03 %as of Jul 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 152,5166.8M $0.02 %0.03 %as of Jul 31, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NYLIM VP FUNDS TRUST 151,3917.2M $0.76 %0.03 %as of Jun 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 151,2367.2M $0.04 %0.03 %as of Jun 30, 2026 ↗
NYLIM VP Schroders Mid Cap Opportunities Portfolio NYLIM VP FUNDS TRUST 149,5167.1M $0.98 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 146,5556.5M $0.03 %0.03 %as of Jul 31, 2026 ↗
Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. 146,3037M $0.37 %0.03 %as of Jun 30, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 145,4266.9M $0.11 %0.03 %as of Jun 30, 2026 ↗
Stock Index Fund Northern Funds 141,5116.7M $0.03 %0.03 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 140,1836.2M $0.03 %0.03 %as of Jul 31, 2026 ↗
Capital Appreciation Value Trust John Hancock Variable Insurance Trust 138,1996.6M $1.32 %0.03 %as of Jun 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 137,4026.5M $0.04 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 136,9926.1M $0.03 %0.03 %as of Jul 31, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 129,8166.2M $1.02 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 129,3416.2M $0.03 %0.03 %as of Jun 30, 2026 ↗
NYLIM Income Builder Fund NYLIM FUNDS 125,7365.6M $0.47 %0.03 %as of Jul 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 123,3305.5M $0.14 %0.03 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 121,5375.4M $0.04 %0.03 %as of Jul 31, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 120,7575.7M $0.16 %0.03 %as of Jun 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 120,5485.4M $0.21 %0.03 %as of Jul 31, 2026 ↗
VALUE EQUITY FUND GuideStone Funds 116,6005.5M $0.63 %0.02 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 113,8455.4M $0.56 %0.02 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 111,9735M $0.03 %0.02 %as of Jul 31, 2026 ↗
EQ/MFS Utilities Series Portfolio EQ Advisors Trust 111,7435.3M $2.17 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 111,0215.3M $0.20 %0.02 %as of Jun 30, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 110,0785.1M $0.08 %0.02 %as of May 31, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 107,6364.8M $0.03 %0.02 %as of Jul 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 107,1995.1M $0.04 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 101,8724.8M $0.04 %0.02 %as of Jun 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 101,8054.5M $0.03 %0.02 %as of Jul 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 101,1304.5M $0.32 %0.02 %as of Jul 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 98,8144.4M $0.03 %0.02 %as of Jul 31, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 98,6374.7M $1.34 %0.02 %as of Jun 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 98,1034.7M $0.04 %0.02 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 97,8714.7M $0.03 %0.02 %as of Jun 30, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 96,8954.6M $0.03 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 96,7424.3M $0.15 %0.02 %as of Jul 31, 2026 ↗
Nomura Climate Solutions Fund IVY FUNDS 96,4914.6M $3.61 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 96,3454.3M $0.03 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 95,2764.4M $0.03 %0.02 %as of May 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 94,6004.5M $0.05 %0.02 %as of Jun 30, 2026 ↗
TCW Relative Value Mid Cap Fund TCW FUNDS INC 90,3304M $2.43 %0.02 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 89,7414.3M $0.20 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 89,4424.3M $0.22 %0.02 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 89,0524M $0.16 %0.02 %as of Jul 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 88,8993.9M $0.25 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 88,8763.9M $0.15 %0.02 %as of Jul 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 88,7734.1M $0.70 %0.02 %as of May 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 84,9623.8M $0.04 %0.02 %as of Jul 31, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 84,5194M $1.34 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 84,4923.8M $0.28 %0.02 %as of Jul 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 82,8373.8M $0.03 %0.02 %as of May 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 82,0123.6M $0.06 %0.02 %as of Jul 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 82,0003.6M $0.06 %0.02 %as of Jul 31, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 81,9013.9M $0.11 %0.02 %as of Jun 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 81,0503.9M $0.03 %0.02 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.04 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ICON UTILITIES AND INCOME FUND SCM Trust 4.90 %as of Jun 30, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 4.89 %as of May 29, 2026 ↗
Nuveen U.S. Infrastructure ETF NuShares ETF Trust 4.86 %as of Jun 30, 2026 ↗
PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. 4.33 %as of Jun 30, 2026 ↗
PGIM Jennison Focused Value ETF PGIM ETF Trust 4.30 %as of May 29, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 4.15 %as of May 29, 2026 ↗
Tortoise North American Pipeline ETF Tortoise Capital Series Trust 4.01 %as of May 31, 2026 ↗
Reaves Infrastructure Fund ADVISORS' INNER CIRCLE FUND II 4.00 %as of Jul 31, 2026 ↗
Nomura Climate Solutions Fund IVY FUNDS 3.61 %as of Jun 30, 2026 ↗
Virtus Reaves Utilities ETF ETFis Series Trust I 3.53 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3675+25206,831,091-7.6 %
2026Q2650+22223,937,576-2.1 %
2026Q1628-33228,664,744+2.9 %
2025Q4661-20222,280,701+0.5 %
2025Q3681-5221,179,657+6.1 %
2025Q2686+37208,412,654+3.3 %
2025Q1649-1201,689,211+1.6 %
2024Q4650+6198,543,281+2.4 %
2024Q3644+13193,902,122+9.7 %
2024Q2631+27176,740,958+9.2 %
2024Q1604-1161,799,409-0.4 %
2023Q4605162,369,892

Institutional managers

866 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.51,474,8462.4B $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.49,815,0152.3M $as of Mar 31, 2026
STATE STREET CORP27,102,4221.3B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC12,613,176586.3M $as of Mar 31, 2026
DEUTSCHE BANK AG\11,718,076546.8M $as of Mar 31, 2026
FMR LLC9,224,153430.4M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC9,221,560430.3M $as of Mar 31, 2026
JPMORGAN CHASE & CO8,563,633398.2M $as of Mar 31, 2026
Invesco Ltd.7,791,627363.6M $as of Mar 31, 2026
FRANKLIN RESOURCES INC5,986,389279.3M $as of Mar 31, 2026
UBS Group AG5,873,793274.1M $as of Mar 31, 2026
Newport Trust Company, LLC5,597,232261.2M $as of Mar 31, 2026
MORGAN STANLEY5,481,383255.8M $as of Mar 31, 2026
Zimmer Partners, LP5,142,959240M $as of Mar 31, 2026
Pictet Asset Management Holding SA4,811,924224.5M $as of Mar 31, 2026
COHEN & STEERS, INC.4,697,973219.2K $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP4,532,929211.5M $as of Mar 31, 2026
Soroban Capital Partners LP4,493,353209.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,472,631208.7M $as of Mar 31, 2026
NORTHERN TRUST CORP4,254,931198.5M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,198,668195.9M $as of Mar 31, 2026
REAVES W H & CO INC4,112,345191.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC3,890,683181.5M $as of Mar 31, 2026
Legal & General Group Plc3,874,791180.8M $as of Mar 31, 2026
BROOKFIELD Corp /ON/3,680,202171.7M $as of Mar 31, 2026

Declared shareholders of NISOURCE INC

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
T. Rowe Price Investment Management, Inc. 6.20 %29,893,604as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of NISOURCE INC

565 funds declare 1,595 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND17197.9M $as of Jun 30, 2026
T. Rowe Price Capital Appreciation Fund1194.6M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND18192.3M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND6128.9M $as of May 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND4118.6M $as of Jul 31, 2026
Core Fixed Income Fund4103.5M $as of Jul 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND4100.7M $as of Jul 31, 2026
Fidelity Series Investment Grade Bond Fund496M $as of May 31, 2026
VANGUARD WELLINGTON FUND694.3M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND788.4M $as of May 31, 2026
Strategic Advisers Fidelity Core Income Fund1380M $as of May 31, 2026
Fidelity Investment Grade Bond Central Fund373.2M $as of Jun 30, 2026
VANGUARD WELLESLEY INCOME FUND568.4M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF2266.1M $as of May 31, 2026
Baird Aggregate Bond Fund661.7M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF956.9M $as of May 31, 2026
Baird Core Plus Bond Fund452.1M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND644.7M $as of Jun 30, 2026
JNL/T. Rowe Price Capital Appreciation Fund 143M $as of Jun 30, 2026
TCW METWEST TOTAL RETURN BOND FUND140.7M $as of Jun 30, 2026
Fidelity Total Bond Fund339.8M $as of May 31, 2026
VANGUARD CORE BOND FUND538.5M $as of Jun 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND735.6M $as of Jun 30, 2026
Fidelity Total Bond ETF335.6M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF834.4M $as of May 31, 2026
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Titelia. "Fund shareholders of NISOURCE INC". https://titelia.com/en/stocks/nisource-inc-US65473P1057