NISOURCE INC. (NI) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 917
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | West Branch Capital#801 · 208 sh | 208 | $9.9K | — | +0.5% |
| 802 | Kemnay Advisory Services#802 · 202 sh | 202 | $9.6K | <0.01% | +5.2% |
| 803 | CGC Financial Services#803 · 200 sh | 200 | $9.5K | — | 0.0% |
| 804 | DT Investment Partners#804 · 198 sh | 198 | $9.4K | — | 0.0% |
| 805 | Bell Investment Advisors#805 · 192 sh | 192 | $9.1K | <0.01% | +6.1% |
| 806 | BELLEVUE ASSET MANAGEMENT#806 · 190 sh | 190 | $9.1K | <0.01% | +0.5% |
| 807 | Sachetta#807 · 176 sh | 176 | $8.4K | <0.01% | 0.0% |
| 808 | MidFirst Bank#808 · 172 sh | 172 | $8.2K | <0.01% | 0.0% |
| 809 | Cedar Mountain Advisors#809 · 169 sh | 169 | $8.0K | — | 0.0% |
| 810 | SIMPLEX TRADING#810 · 164 sh | 164 | $7.8K | 0.00% | -98.7% |
| 811 | LifeSteps Financial#811 · 163 sh | 163 | $7.8K | — | New |
| 812 | IMG Wealth Management#812 · 162 sh | 162 | $7.7K | — | +43.4% |
| 813 | WEST PACES ADVISORS#813 · 157 sh | 157 | $7.5K | — | New |
| 814 | Smithfield#814 · 140 sh | 140 | $7.0K | <0.01% | 0.0% |
| 815 | Financial Management Professionals#815 · 146 sh | 146 | $6.9K | — | +22.7% |
| 816 | VIRTUS ADVISERS#816 · 135 sh | 135 | $6.4K | <0.01% | -98.8% |
| 817 | CREATIVE FINANCIAL DESIGNS#817 · 130 sh | 130 | $6.2K | <0.01% | -53.6% |
| 818 | Fairman Group#818 · 128 sh | 128 | $6.1K | — | 0.0% |
| 819 | ZRC WEALTH MANAGEMENT#819 · 127 sh | 127 | $6.0K | — | 0.0% |
| 820 | Walleye Trading#820 · 124 sh | 124 | $5.9K | 0.00% | -97.8% |
| 821 | MB, LEVIS & ASSOCIATES#821 · 119 sh | 119 | $5.6K | — | +0.8% |
| 822 | Glen Eagle Advisors#822 · 118 sh | 118 | $5.6K | <0.01% | 0.0% |
| 823 | Physician Wealth Advisors#823 · 113 sh | 113 | $5.4K | — | -18.7% |
| 824 | Dogwood Wealth Management#824 · 112 sh | 112 | $5.3K | <0.01% | +53.4% |
| 825 | James T. Borello RIA#825 · 112 sh | 112 | $5.3K | — | +9.8% |
| 826 | SUMMIT SECURITIES GROUP#826 · 111 sh | 111 | $5.3K | <0.01% | +40.5% |
| 827 | WPG Advisers#827 · 108 sh | 108 | $5.1K | <0.01% | 0.0% |
| 828 | TD Capital Management#828 · 104 sh | 104 | $4.9K | <0.01% | +1.0% |
| 829 | MV CAPITAL MANAGEMENT#829 · 102 sh | 102 | $4.9K | <0.01% | 0.0% |
| 830 | JDM Financial Group#830 · 101 sh | 101 | $4.8K | <0.01% | 0.0% |
| 831 | MARK SHEPTOFF FINANCIAL PLANNING#831 · 100 sh | 100 | $4.8K | <0.01% | 0.0% |
| 832 | Triumph Capital Management#832 · 100 sh | 100 | $4.8K | — | 0.0% |
| 833 | SBI Securities , Ltd.#833 · 100 sh | 100 | $4.8K | — | -23.1% |
| 834 | Kilter Group#834 · 100 sh | 100 | $4.8K | <0.01% | +1900.0% |
| 835 | Rialto Wealth Management#835 · 96 sh | 96 | $4.6K | <0.01% | +29.7% |
| 836 | Fulcrum Asset Management LLP#836 · 92 sh | 92 | $4.4K | <0.01% | -99.6% |
| 837 | Buck Wealth Strategies#837 · 93 sh | 93 | $4.4K | <0.01% | New |
| 838 | Golden State Wealth Management#838 · 92 sh | 92 | $4.4K | <0.01% | 0.0% |
| 839 | AMERIFLEX GROUP#839 · 92 sh | 92 | $4.4K | <0.01% | New |
| 840 | Reyes Financial Architecture#840 · 90 sh | 90 | $4.3K | — | 0.0% |
| 841 | Capital Advisors, Ltd.#841 · 82 sh | 82 | $4.0K | <0.01% | 0.0% |
| 842 | Greykasell Wealth Strategies#842 · 79 sh | 79 | $3.8K | <0.01% | 0.0% |
| 843 | EVOLUTION WEALTH MANAGEMENT#843 · 78 sh | 78 | $3.7K | <0.01% | 0.0% |
| 844 | Union Bankshares#844 · 78 sh | 78 | $3.7K | <0.01% | -8.2% |
| 845 | Bogart Wealth#845 · 77 sh | 77 | $3.7K | <0.01% | +492.3% |
| 846 | HOLLENCREST SECURITIES#846 · 75 sh | 75 | $3.6K | <0.01% | 0.0% |
| 847 | Bay Harbor Wealth Management#847 · 73 sh | 73 | $3.5K | <0.01% | +21.7% |
| 848 | RAFFA WEALTH MANAGEMENT#848 · 70 sh | 70 | $3.3K | <0.01% | +75.0% |
| 849 | DiNuzzo Private Wealth#849 · 68 sh | 68 | $3.2K | — | 0.0% |
| 850 | Mowery & Schoenfeld Wealth Management#850 · 64 sh | 64 | $3.1K | <0.01% | 0.0% |
| 851 | GW&K Investment Management#851 · 54 sh | 54 | $3.0K | 0.00% | 0.0% |
| 852 | Avion Wealth#852 · 74 sh | 74 | $3.0K | <0.01% | +146.7% |
| 853 | FIRST HORIZON NATIONAL#853 · 62 sh | 62 | $2.9K | — | 0.0% |
| 854 | Planning Strategies#854 · 61 sh | 61 | $2.9K | — | — |
| 855 | Marquette Asset Management#855 · 59 sh | 59 | $2.8K | — | -24.4% |
| 856 | Principia Wealth Advisory#856 · 59 sh | 59 | $2.8K | <0.01% | +11.3% |
| 857 | Hughes Financial Services#857 · 57 sh | 57 | $2.7K | <0.01% | +72.7% |
| 858 | BOK Financial Private Wealth#858 · 55 sh | 55 | $2.6K | <0.01% | New |
| 859 | Addison Advisors#859 · 52 sh | 52 | $2.5K | <0.01% | +8.3% |
| 860 | Creative Capital Management Investments#860 · 52 sh | 52 | $2.5K | <0.01% | New |
| 861 | Hilton Head Capital Partners#861 · 51 sh | 51 | $2.4K | — | 0.0% |
| 862 | Investors Portfolio Services#862 · 51 sh | 51 | $2.4K | <0.01% | 0.0% |
| 863 | Darwin Wealth Management#863 · 50 sh | 50 | $2.4K | <0.01% | 0.0% |
| 864 | SOA Wealth Advisors#864 · 50 sh | 50 | $2.4K | <0.01% | +2.0% |
| 865 | Allied Private Wealth#865 · 50 sh | 50 | $2.4K | <0.01% | — |
| 866 | Dunhill Financial#866 · 48 sh | 48 | $2.3K | <0.01% | -4.0% |
| 867 | Signature Resources Capital Management#867 · 46 sh | 46 | $2.2K | — | 0.0% |
| 868 | Montgomery Financial Services#868 · 46 sh | 46 | $2.2K | <0.01% | — |
| 869 | Quest 10 Wealth Builders#869 · 45 sh | 45 | $2.1K | <0.01% | -10.0% |
| 870 | High Note Wealth#870 · 43 sh | 43 | $2.0K | <0.01% | +975.0% |
| 871 | iA Global Asset Management#871 · 35 sh | 35 | $2.0K | 0.00% | +118.8% |
| 872 | Sunrise Financial Services#872 · 39 sh | 39 | $1.9K | — | 0.0% |
| 873 | SouthState Bank#873 · 38 sh | 38 | $1.8K | <0.01% | -11.6% |
| 874 | ALBION FINANCIAL GROUP#874 · 35 sh | 35 | $1.7K | — | 0.0% |
| 875 | Arlington#875 · 35 sh | 35 | $1.7K | — | 0.0% |
| 876 | TOUNJIAN ADVISORY PARTNERS#876 · 34 sh | 34 | $1.6K | <0.01% | New |
| 877 | FWL INVESTMENT MANAGEMENT#877 · 29 sh | 29 | $1.4K | <0.01% | New |
| 878 | HFM Investment Advisors#878 · 29 sh | 29 | $1.4K | <0.01% | +93.3% |
| 879 | Silver Grove Financial Group#879 · 28 sh | 28 | $1.4K | <0.01% | New |
| 880 | American Capital Advisory#880 · 28 sh | 28 | $1.3K | <0.01% | +75.0% |
| 881 | Millstone Evans Group#881 · 27 sh | 27 | $1.3K | <0.01% | 0.0% |
| 882 | Davis Capital Management#882 · 23 sh | 23 | $1.1K | — | +2200.0% |
| 883 | Quaker Wealth Management#883 · 22 sh | 22 | $1.0K | — | +10.0% |
| 884 | WestEnd Advisors#884 · 22 sh | 22 | $1.0K | 0.00% | +10.0% |
| 885 | Networth Advisors#885 · 22 sh | 22 | $1.0K | <0.01% | -15.4% |
| 886 | TFC Financial Management#886 · 21 sh | 21 | $1.0K | — | 0.0% |
| 887 | Penserra Capital Management#887 · 39 sh | 39 | $1.0K | 0.00% | +30.0% |
| 888 | Activest Wealth Management#888 · 21 sh | 21 | $999.00 | — | New |
| 889 | Torren Management#889 · 19 sh | 19 | $905.00 | <0.01% | 0.0% |
| 890 | 1015 Capital Partners#890 · 19 sh | 19 | $903.00 | <0.01% | 0.0% |
| 891 | Key Capital Management#891 · 18 sh | 18 | $856.00 | <0.01% | 0.0% |
| 892 | Wilmington Savings Fund Society, FSB#892 · 12 sh | 12 | $571.00 | — | New |
| 893 | VALLEY NATIONAL ADVISERS#893 · 11 sh | 11 | $524.00 | — | New |
| 894 | Tidemark#894 · 11 sh | 11 | $523.00 | <0.01% | 0.0% |
| 895 | Valued Wealth Advisors#895 · 9 sh | 9 | $428.00 | <0.01% | 0.0% |
| 896 | Bare Financial Services#896 · 9 sh | 9 | $428.00 | <0.01% | 0.0% |
| 897 | Colonial / SC#897 · 9 sh | 9 | $425.00 | <0.01% | 0.0% |
| 898 | Nvest Wealth Strategies#898 · 8 sh | 8 | $381.00 | — | New |
| 899 | Plante Moran Financial Advisors#899 · 7 sh | 7 | $333.00 | 0.00% | -97.8% |
| 900 | Clark Wealth Partners#900 · 7 sh | 7 | $333.00 | — | 0.0% |
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.