Fund shareholders of NiSource Inc
ISIN US65473P1057 · United States · LEI 549300D8GOWWH0SJB189
- Fund shareholders
- 659
- Of which ETFs
- 197 462 other funds
- Value held
- 10.5B $ 6.3M € · 334.5M SEK
- Share of capital
- 46.9 % of 479.6M shares on Jul 29, 2026
659 funds hold this company. This table lists the 658 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares S&P 500 ex S&P 100 ETF iShares Trust | 585 | 27.3K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 525 | 24.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 513 | 24.8K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 498 | 24K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 431 | 20.1K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 430 | 20.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 419 | 19.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 410 | 19.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 390 | 18.8K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 376 | 17.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 372 | 17.4K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 369 | 17.8K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 336 | 15.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 327 | 15.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 323 | 15.3K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BULL PROFUND ProFunds | 307 | 14.8K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 304 | 14.2K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BULL ProFunds | 287 | 13.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 264 | 12.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 258 | 12K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 258 | 12K $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 245 | 11.4K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 233 | 10.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 203 | 9.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 200 | 9.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Strategic Real Return Fund Fidelity Salem Street Trust | 199 | 9.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 173 | 8.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 166 | 7.9K $ | 0.12 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Virtus Global Allocation Fund Virtus Strategy Trust | 135 | 6.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 130 | 6.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 118 | 5.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares ESG Optimized MSCI USA Min Vol Factor ETF iShares Trust | 105 | 5.1K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 97 | 4.7K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust | 84 | 4.1K $ | 0.76 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 84 | 3.9K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morningstar Alternatives Fund Morningstar Funds Trust | 75 | 3.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 74 | 3.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 55 | 24.4K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 55 | 2.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 43 | 2K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 40 | 1.9K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 39 | 1.9K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 33 | 1.6K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 33 | 1.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 29 | 1.4K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 28 | 1.4K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 26 | 1.3K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 21 | 979.9 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 11 | 520.3 $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 6 | 280 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 3 | 140 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 3 | 140 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 3 | 140 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 1 | 46.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| IBERCAJA DIVIDENDO GLOBAL, FI IBERCAJA GESTION, SGIIC, S.A. | 5.4M € | 1.30 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 398K € | 0.03 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 360.4K € | 0.03 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 85K € | 0.03 % | as of Dec 31, 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.
| Fund | Weight in fund | |
|---|---|---|
| PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust | 5.09 % | as of Feb 27, 2026 ↗ |
| PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. | 4.80 % | as of Mar 31, 2026 ↗ |
| ICON UTILITIES AND INCOME FUND SCM Trust | 4.74 % | as of Mar 31, 2026 ↗ |
| PGIM Jennison Focused Value ETF PGIM ETF Trust | 4.62 % | as of Feb 27, 2026 ↗ |
| Mondrian Global Listed Infrastructure Fund GALLERY TRUST | 4.14 % | as of Apr 30, 2026 ↗ |
| Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust | 4.13 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Utility Fund Prudential Sector Funds, Inc. | 4.06 % | as of Feb 27, 2026 ↗ |
| Reaves Infrastructure Fund ADVISORS' INNER CIRCLE FUND II | 3.96 % | as of Apr 30, 2026 ↗ |
| Tortoise North American Pipeline Fund Tortoise Capital Series Trust | 3.87 % | as of Feb 28, 2026 ↗ |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 3.64 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 650 | +22 | 223,937,576 | -2.1 % |
| 2026Q1 | 628 | -33 | 228,664,744 | +2.9 % |
| 2025Q4 | 661 | -20 | 222,280,701 | +0.5 % |
| 2025Q3 | 681 | -5 | 221,179,657 | +6.1 % |
| 2025Q2 | 686 | +37 | 208,412,654 | +3.3 % |
| 2025Q1 | 649 | -1 | 201,689,211 | +1.6 % |
| 2024Q4 | 650 | +6 | 198,543,281 | +2.4 % |
| 2024Q3 | 644 | +13 | 193,902,122 | +9.7 % |
| 2024Q2 | 631 | +27 | 176,740,958 | +9.2 % |
| 2024Q1 | 604 | -1 | 161,799,409 | -0.4 % |
| 2023Q4 | 605 | 162,369,892 |
Institutional managers
866 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 51,474,846 | 2.4B $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 49,815,015 | 2.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 27,102,422 | 1.3B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 12,613,176 | 586.3M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 11,718,076 | 546.8M $ | as of Mar 31, 2026 |
| FMR LLC | 9,224,153 | 430.4M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 9,221,560 | 430.3M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 8,563,633 | 398.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 7,791,627 | 363.6M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 5,986,389 | 279.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 5,873,793 | 274.1M $ | as of Mar 31, 2026 |
| Newport Trust Company, LLC | 5,597,232 | 261.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 5,481,383 | 255.8M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 5,142,959 | 240M $ | as of Mar 31, 2026 |
| Pictet Asset Management Holding SA | 4,811,924 | 224.5M $ | as of Mar 31, 2026 |
| COHEN & STEERS, INC. | 4,697,973 | 219.2K $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 4,532,929 | 211.5M $ | as of Mar 31, 2026 |
| Soroban Capital Partners LP | 4,493,353 | 209.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,472,631 | 208.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 4,254,931 | 198.5M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,198,668 | 195.9M $ | as of Mar 31, 2026 |
| REAVES W H & CO INC | 4,112,345 | 191.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 3,890,683 | 181.5M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 3,874,791 | 180.8M $ | as of Mar 31, 2026 |
| BROOKFIELD Corp /ON/ | 3,680,202 | 171.7M $ | as of Mar 31, 2026 |
Declared shareholders of NiSource Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.55 % | 36,215,860 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.64 % | 27,038,810 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of NiSource Inc
534 funds declare 1,450 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.
Cite this page
Titelia. "Fund shareholders of NiSource Inc". https://titelia.com/en/stocks/nisource-inc-US65473P1057