Who Owns NorthWestern Energy Group Stock?
NASDAQ: NWEUtilitiesUtilities - Regulated ElectricUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 97.96%
- Held by insiders
- 0.66%
- Institutional holders
- 487
- Institutions 98.0%
- Insiders 0.7%
- Public and other 1.4%
Who owns NorthWestern Energy Group stock?
Institutional investors own about 98.0% of NorthWestern Energy Group's shares, spread across 487 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.66% of NWE.
The largest institutional holders are Blackrock Inc. (14.74%), Vanguard Portfolio Management LLC (5.77%) and Vanguard Capital Management LLC (4.54%). Together, the top 10 institutions control 42.6% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their NWE positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of NWE
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 9.07M | 14.74% | +9.5% |
| Vanguard Portfolio Management LLC | 3.55M | 5.77% | +1.7% |
| Vanguard Capital Management LLC | 2.79M | 4.54% | +0.3% |
| State Street Corporation | 2.43M | 3.95% | +4.1% |
| Geode Capital Management, LLC | 1.79M | 2.91% | +5.6% |
| Franklin Resources, Inc. | 1.58M | 2.57% | -2.5% |
| Neuberger Berman Group, LLC | 1.36M | 2.21% | +6.5% |
| Balyasny Asset Management LP | 1.29M | 2.09% | +41.2% |
| American Century Companies Inc | 1.24M | 2.01% | -20.5% |
| Systematic Financial Management, L.P. | 1.12M | 1.82% | -0.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of NWE
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 2.15M | 3.50% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.95M | 3.17% |
| iShares Trust-iShares Russell 2000 ETF | 1.60M | 2.61% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.41M | 2.29% |
| Franklin Custodian Funds-FRANKLIN UTILITIES FUND | 1.40M | 2.28% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 893.57K | 1.45% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 705.04K | 1.15% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 686.25K | 1.12% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | 685.94K | 1.12% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | 659.70K | 1.07% |
Frequently asked questions
Who is the largest shareholder of NorthWestern Energy Group?
Blackrock Inc. is the largest institutional shareholder of NWE, owning 14.74% of shares outstanding (9.07M shares) as of its latest 13F filing.
What percentage of NorthWestern Energy Group is owned by institutions?
Institutions own about 98.0% of NWE shares and 98.6% of the public float.
How much of NorthWestern Energy Group do insiders own?
Insiders, such as officers and directors, own about 0.66% of NWE shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.