NorthWestern Energy Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 8.61 M | $555.92 M | 2.21% | 14.03% |
| VANGUARD GROUP INC | 01/29/2026 | 6.67 M | $430.31 M | -0.42% | 10.86% |
| STATE STREET CORP | 02/13/2026 | 2.64 M | $170.24 M | 0.56% | 4.30% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 2.04 M | $131.64 M | -31.30% | 3.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.63 M | $105.14 M | 0.18% | 2.65% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 1.44 M | $92.73 M | 7.36% | 2.34% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 02/24/2026 | 1.26 M | $81.58 M | -44.84% | 2.06% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 1.26 M | $81.32 M | -0.67% | 2.05% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 02/09/2026 | 1.16 M | $74.85 M | -1.46% | 1.89% |
| FMR LLC | 02/17/2026 | 1.12 M | $72.60 M | 0.16% | 1.83% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 1.03 M | $66.17 B | 100.00% | 1.67% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.02 M | $65.66 M | 0.70% | 1.66% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 1.01 M | $64.92 M | 5,851.28% | 1.64% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 920.55 K | $59.41 M | 1,214.38% | 1.50% |
| MORGAN STANLEY | 02/13/2026 | 846.08 K | $54.61 M | 7.24% | 1.38% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 812.50 K | $52.44 M | 100.00% | 1.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 807.14 K | $52.09 M | -3.77% | 1.32% |
| WESTWOOD HOLDINGS GROUP INC | 02/17/2026 | 787.26 K | $50.81 M | -19.77% | 1.28% |
| NORGES BANK | 02/10/2026 | 778.96 K | $50.27 M | 100.00% | 1.27% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 776.13 K | $50.09 M | 284.66% | 1.26% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 774.92 K | $50.01 M | -10.03% | 1.26% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 769.64 K | $49.67 M | -32.92% | 1.25% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 766.72 K | $49.48 M | -10.39% | 1.25% |
| NORTHERN TRUST CORP | 02/17/2026 | 764.41 K | $49.33 M | -5.83% | 1.25% |
| UBS GROUP AG | 01/29/2026 | 707.82 K | $45.68 M | 479.93% | 1.15% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 657.23 K | $42.42 M | 171.01% | 1.07% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 650.32 K | $41.97 M | -21.87% | 1.06% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 645.34 K | $41.65 M | -18.82% | 1.05% |
| AQR ARBITRAGE LLC | 02/17/2026 | 607.03 K | $39.18 M | 2,434.88% | 0.99% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 593.89 K | $38.33 M | -1.88% | 0.97% |
| INVESCO LTD. | 02/19/2026 | 584.72 K | $37.74 M | -28.50% | 0.95% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 569.33 K | $36.74 M | -11.99% | 0.93% |
| GABELLI FUNDS LLC | 02/05/2026 | 548.70 K | $35.41 M | 0.46% | 0.89% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 503.22 K | $32.48 M | -8.55% | 0.82% |
| NUVEEN, LLC | 02/12/2026 | 502.74 K | $32.45 M | -23.19% | 0.82% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 02/13/2026 | 499.51 K | $32.24 M | 100.00% | 0.81% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 489.87 K | $31.62 M | 0.20% | 0.80% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 02/17/2026 | 483.29 K | $31.19 M | 723.35% | 0.79% |
| CITIGROUP INC | 02/13/2026 | 482.61 K | $31.15 M | 12.14% | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 445.58 K | $28.76 M | -20.71% | 0.73% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 417.01 K | $26.91 M | -34.99% | 0.68% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 413.33 K | $26.68 M | -9.40% | 0.67% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 388.67 K | $25.08 M | -17.45% | 0.63% |
| JANE STREET GROUP, LLC | 02/12/2026 | 348.67 K | $22.50 M | 94.51% | 0.57% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 320.16 K | $20.66 M | 2.08% | 0.52% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 294.65 K | $19.02 M | -7.69% | 0.48% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 288.62 K | $18.63 M | -0.93% | 0.47% |
| CITADEL ADVISORS LLC | 02/17/2026 | 288.10 K | $18.59 M | 448.88% | 0.47% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 274.35 K | $17.71 M | 0.37% | 0.45% |
| JPMORGAN CHASE & CO | 02/11/2026 | 243.64 K | $15.72 M | -23.55% | 0.40% |
NorthWestern Energy Group Inc institutional Ownership - FAQ's
During the previous two years, 510 institutional investors and hedge funds held shares of NorthWestern Energy Group Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 8.61 M
VANGUARD GROUP INC: 6.67 M
STATE STREET CORP: 2.64 M
AMERICAN CENTURY COMPANIES INC: 2.04 M
GEODE CAPITAL MANAGEMENT, LLC: 1.63 M
FRANKLIN RESOURCES INC: 1.44 M
97.37% of NorthWestern Energy Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 84.69 M shares in the last 24 months. This purchase volume represents approximately $5.87 B in transactions.