NISOURCE INC. (NI) — Institutional Holders, Q2 2026 (page 7)
917 institutional investment managers reported a NI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $21.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NI 13F holders ranked 601–700 of 917
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Bedel Financial Consulting#601 · 5,540 sh | 5,540 | $263.4K | 0.02% | 0.0% |
| 602 | Crestwood Advisors Group#602 · 5,517 sh | 5,517 | $262.3K | <0.01% | +8.1% |
| 603 | AlphaGrep UK Ltd#603 · 5,441 sh | 5,441 | $258.7K | 0.08% | -3.3% |
| 604 | Knollwood Investment Advisory#604 · 5,416 sh | 5,416 | $257.5K | 0.02% | 0.0% |
| 605 | SAGESPRING WEALTH PARTNERS#605 · 5,386 sh | 5,386 | $256.1K | — | +4.8% |
| 606 | Harvest Investment Services#606 · 5,360 sh | 5,360 | $254.9K | 0.04% | +3.3% |
| 607 | Sky Investment Group#607 · 5,230 sh | 5,230 | $248.7K | 0.04% | 0.0% |
| 608 | Versant Capital Management#608 · 5,223 sh | 5,223 | $248.4K | — | +12.6% |
| 609 | Barnes Wealth Management Group#609 · 5,218 sh | 5,218 | $248.1K | 0.11% | -2.7% |
| 610 | Wedmont Private Capital#610 · 5,260 sh | 5,260 | $246.7K | — | +10.7% |
| 611 | MIRAMONTES CAPITAL#611 · 5,162 sh | 5,162 | $245.5K | — | 0.0% |
| 612 | Indiana & Investment Management#612 · 5,158 sh | 5,158 | $245.3K | — | 0.0% |
| 613 | Elevated Capital Advisors#613 · 5,139 sh | 5,139 | $244.3K | 0.07% | -9.1% |
| 614 | Dakota Wealth Management#614 · 5,131 sh | 5,131 | $244.0K | <0.01% | +0.5% |
| 615 | Morningstar Investment Management#615 · 5,223 sh | 5,223 | $243.7K | 0.01% | 0.0% |
| 616 | Clark Capital Management Group#616 · 5,120 sh | 5,120 | $243.5K | <0.01% | New |
| 617 | Clearstead Advisors#617 · 5,088 sh | 5,088 | $241.9K | <0.01% | +464.1% |
| 618 | PRINCIPAL SECURITIES#618 · 5,036 sh | 5,036 | $239.5K | <0.01% | +9.2% |
| 619 | ELEVATUS WELATH MANAGEMENT#619 · 4,923 sh | 4,923 | $234.1K | — | New |
| 620 | Total Clarity Wealth Management#620 · 4,912 sh | 4,912 | $233.6K | — | 0.0% |
| 621 | Beacon Pointe Advisors#621 · 4,908 sh | 4,908 | $233.4K | <0.01% | -21.4% |
| 622 | PARK NATIONAL#622 · 4,895 sh | 4,895 | $232.8K | — | -7.8% |
| 623 | Cooper Financial Group#623 · 4,883 sh | 4,883 | $232.2K | — | -9.1% |
| 624 | Kathmere Capital Management#624 · 4,788 sh | 4,788 | $227.7K | — | New |
| 625 | Ellevest#625 · 4,784 sh | 4,784 | $227.5K | 0.03% | New |
| 626 | Strive Financial Group#626 · 4,780 sh | 4,780 | $227.3K | 0.10% | +579.0% |
| 627 | Dana Investment Advisors#627 · 4,769 sh | 4,769 | $226.8K | <0.01% | New |
| 628 | Ameritas Investment Partners#628 · 4,764 sh | 4,764 | $226.5K | <0.01% | -3.5% |
| 629 | PRIVATE NA#629 · 4,761 sh | 4,761 | $226.4K | — | +11.2% |
| 630 | Probity Advisors#630 · 4,724 sh | 4,724 | $224.6K | — | 0.0% |
| 631 | 71 West Capital Partners#631 · 4,681 sh | 4,681 | $222.6K | <0.01% | New |
| 632 | Syntegra Private Wealth Group#632 · 4,635 sh | 4,635 | $220.4K | — | +0.8% |
| 633 | CIGNA INVESTMENTS#633 · 4,626 sh | 4,626 | $220.0K | — | 0.0% |
| 634 | Tower View Wealth Management#634 · 4,590 sh | 4,590 | $218.3K | — | +0.9% |
| 635 | THOMPSON SIEGEL & WALMSLEY#635 · 4,575 sh | 4,575 | $218.0K | <0.01% | -29.8% |
| 636 | Breakwater Capital Group#636 · 4,532 sh | 4,532 | $215.5K | — | 0.0% |
| 637 | Stratos Wealth Partners, LTD.#637 · 4,504 sh | 4,504 | $214.2K | <0.01% | -6.5% |
| 638 | Concurrent Investment Advisors#638 · 4,478 sh | 4,478 | $212.9K | — | New |
| 639 | Essex Financial Services#639 · 4,460 sh | 4,460 | $212.1K | 0.01% | -16.0% |
| 640 | Harvest Fund Management , Ltd#640 · 4,453 sh | 4,453 | $212.0K | <0.01% | 0.0% |
| 641 | Ignite Planners#641 · 4,414 sh | 4,414 | $210.2K | — | New |
| 642 | MSH Capital Advisors#642 · 4,412 sh | 4,412 | $209.8K | 0.04% | New |
| 643 | Advisors Capital Management#643 · 4,389 sh | 4,389 | $208.7K | <0.01% | New |
| 644 | Atlanta Consulting Group Advisors#644 · 4,376 sh | 4,376 | $208.1K | 0.03% | +0.3% |
| 645 | THOROUGHBRED FINANCIAL SERVICES#645 · 4,367 sh | 4,367 | $207.0K | <0.01% | New |
| 646 | Fieldview Capital Management#646 · 4,352 sh | 4,352 | $206.9K | 0.06% | -38.5% |
| 647 | KRAEMATON INVESTMENT ADVISORS#647 · 4,348 sh | 4,348 | $206.7K | 0.15% | 0.0% |
| 648 | CWA Asset Management Group#648 · 4,348 sh | 4,348 | $206.7K | — | New |
| 649 | GERBER#649 · 4,339 sh | 4,339 | $206.3K | — | 0.0% |
| 650 | RICHARDSON FINANCIAL SERVICES#650 · 4,319 sh | 4,319 | $205.4K | 0.12% | -2.0% |
| 651 | AIMZ Investment Advisors#651 · 4,300 sh | 4,300 | $204.5K | 0.06% | 0.0% |
| 652 | WHITTIER#652 · 4,326 sh | 4,326 | $203.5K | <0.01% | 0.0% |
| 653 | CITIZENS FINANCIAL GROUP#653 · 4,280 sh | 4,280 | $203.5K | — | New |
| 654 | RFG Advisory#654 · 4,259 sh | 4,259 | $202.5K | <0.01% | -4.5% |
| 655 | Independent Advisor Alliance#655 · 4,247 sh | 4,247 | $202.0K | <0.01% | New |
| 656 | SHP Wealth Management#656 · 4,235 sh | 4,235 | $201.4K | 0.01% | -1.7% |
| 657 | Pinnacle Financial Partners#657 · 4,233 sh | 4,233 | $201.3K | <0.01% | -8.7% |
| 658 | Index Technologies Group#658 · 3,984 sh | 3,984 | $189.4K | 0.15% | New |
| 659 | Westfuller Advisors#659 · 3,764 sh | 3,764 | $179.0K | 0.07% | -0.2% |
| 660 | Frazier Financial Advisors#660 · 3,649 sh | 3,649 | $173.5K | 0.09% | -0.2% |
| 661 | Ameritas Advisory Services#661 · 3,453 sh | 3,453 | $164.2K | <0.01% | -65.8% |
| 662 | CENTAURUS FINANCIAL#662 · 3,414 sh | 3,414 | $162.0K | <0.01% | 0.0% |
| 663 | Quarry#663 · 3,188 sh | 3,188 | $151.6K | 0.01% | -68.8% |
| 664 | Knuff#664 · 3,152 sh | 3,152 | $149.9K | 0.04% | New |
| 665 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#665 · 3,149 sh | 3,149 | $149.7K | <0.01% | +6.0% |
| 666 | United Financial Planning Group#666 · 3,075 sh | 3,075 | $146.2K | 0.07% | New |
| 667 | Hartford Financial Management#667 · 3,000 sh | 3,000 | $142.7K | — | 0.0% |
| 668 | CULLEN/FROST BANKERS#668 · 2,727 sh | 2,727 | $129.7K | <0.01% | +27.3% |
| 669 | Parkside Financial Bank#669 · 2,678 sh | 2,678 | $127.3K | <0.01% | +171.6% |
| 670 | Avanza Fonder AB#670 · 2,662 sh | 2,662 | $126.6K | — | 0.0% |
| 671 | Oslo Pensjonsforsikring AS#671 · 2,442 sh | 2,442 | $116.1K | — | 0.0% |
| 672 | Larson Financial Group#672 · 2,391 sh | 2,391 | $113.7K | <0.01% | +5.0% |
| 673 | Smartleaf Asset Management#673 · 2,336 sh | 2,336 | $112.5K | <0.01% | 0.0% |
| 674 | Continuum Advisory#674 · 2,203 sh | 2,203 | $104.8K | <0.01% | New |
| 675 | FEDERATED HERMES#675 · 2,136 sh | 2,136 | $101.6K | <0.01% | -54.3% |
| 676 | Heritage Wealth Advisors#676 · 2,126 sh | 2,126 | $101.1K | <0.01% | 0.0% |
| 677 | HM PAYSON#677 · 2,103 sh | 2,103 | $100.0K | <0.01% | -38.1% |
| 678 | Ronald Blue#678 · 2,013 sh | 2,013 | $95.7K | — | -3.1% |
| 679 | HARBOR INVESTMENT ADVISORY#679 · 1,755 sh | 1,755 | $83.5K | — | 0.0% |
| 680 | OSTRUM ASSET MANAGEMENT#680 · 1,670 sh | 1,670 | $79.4K | <0.01% | -57.7% |
| 681 | WHITTIER OF NEVADA#681 · 1,662 sh | 1,662 | $78.9K | <0.01% | -1.5% |
| 682 | BARTLETT & WEALTH MANAGEMENT#682 · 1,659 sh | 1,659 | $78.9K | <0.01% | +594.1% |
| 683 | TOEWS#683 · 1,605 sh | 1,605 | $76.3K | 0.01% | New |
| 684 | Banque Cantonale Vaudoise#684 · 1,581 sh | 1,581 | $75.0K | <0.01% | +92.3% |
| 685 | Community Financial Services Group#685 · 1,582 sh | 1,582 | $74.1K | — | 0.0% |
| 686 | CoreCap Advisors#686 · 1,543 sh | 1,543 | $73.4K | — | +294.6% |
| 687 | TIAA Wealth Investment Management#687 · 1,531 sh | 1,531 | $72.9K | <0.01% | -1.1% |
| 688 | Miller Capital Partners#688 · 1,515 sh | 1,515 | $72.0K | 0.03% | 0.0% |
| 689 | Costello Asset Management#689 · 1,500 sh | 1,500 | $71.3K | 0.02% | 0.0% |
| 690 | Strategic Investment Solutions#690 · 1,500 sh | 1,500 | $71.3K | 0.02% | 0.0% |
| 691 | Cromwell#691 · 1,435 sh | 1,435 | $68.2K | 0.03% | +2.9% |
| 692 | Institute for Wealth Management#692 · 1,354 sh | 1,354 | $64.4K | <0.01% | New |
| 693 | Beaird Harris Wealth Management#693 · 1,328 sh | 1,328 | $63.1K | <0.01% | 0.0% |
| 694 | ONEFUND#694 · 1,307 sh | 1,307 | $62.1K | 0.04% | -0.3% |
| 695 | Geneos Wealth Management#695 · 1,263 sh | 1,263 | $60.1K | <0.01% | 0.0% |
| 696 | MCF Advisors#696 · 1,244 sh | 1,244 | $59.2K | <0.01% | +5.5% |
| 697 | CARY STREET PARTNERS INVESTMENT ADVISORY#697 · 1,244 sh | 1,244 | $59.2K | 0.01% | +11.7% |
| 698 | Owl Creek Wealth Partners#698 · 1,228 sh | 1,228 | $58.4K | — | +443.4% |
| 699 | Synergy Investment Management#699 · 1,242 sh | 1,242 | $56.3K | 0.01% | +383.3% |
| 700 | Deseret Mutual Benefit Administrators#700 · 1,139 sh | 1,139 | $54.2K | 0.02% | -3.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.