Stock ownership · SEC 13F · Q4 2025

NISOURCE INC

Institutional ownership of NISOURCE INC (CUSIP 65473P105) - who holds it, how concentrated it is, and what moved last quarter.

$2.7M
Reported value
6
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, NISOURCE INC ranks #649 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $2.7M as of Q4 2025, with ownership heavily concentrated in a handful of holders.

6
institutions hold it
$2.7M
reported 13F value
100%
held by top 5
#649
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, NISOURCE INC ranks #649 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 65473P105 · Q4 2025 $3M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-LIGHT #649/775
  • HOLDERS-FOCUS 6 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH DOW
  • ACTIVITY-MID 4 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: DOW INC

Read with: Ownership concentration guide - NISOURCE INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · NISOURCE INC

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

NISOURCE · this stock$3MDOW · near$3MMANULIFE FINL F · near$3MFEDERAL RLTY INVT TR… · near$3MSCHWAB US LARGE CAP · near$3M
Aggregate reported institutional value ($)
Largest institutional holders of NISOURCE INC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a NISOURCE INC position has held steady from 6 to 6 over the last 8 quarters of 13F filings.

0246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 6
Distinct 13F filers holding NISOURCE INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 59,939 $2.5M 91.1%
2 Barnes Wealth Management Group, Inc 5,398 $225K 8.2%
3 Bell Investment Advisors, Inc 181 $8K 0.3%
4 Strategic Investment Solutions, Inc. /IL 171 $7K 0.3%
5 TD Capital Management LLC 102 $4K 0.2%
6 SG Trading Solutions, LLC 11,593 $484 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among NISOURCE INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold NISOURCE INC?
NISOURCE INC is held by 6 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does NISOURCE INC sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, NISOURCE INC ranks #649 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of NISOURCE INC?
Institutions report $2.7M of NISOURCE INC as of Q4 2025.
How concentrated is ownership of NISOURCE INC?
The top five institutional holders account for 100% of the reported institutional value in NISOURCE INC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of NISOURCE INC?
Pacer Advisors, Inc. is the largest reported holder of NISOURCE INC with $2.5M across 59,939 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for NISOURCE INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($2.7M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (6 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.