NWE Institutional Ownership
Who owns NorthWestern Energy Group, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 376 funds reported holding NWE at Jun 30, 2026, together owning 95.7% of the company.
- ●164 buying vs 165 selling
- ▼Held by funds -1.5 pts
- ●Funds holding +3
- ▼Superinvestors: 2 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 376 | 373 | +0.8% |
| In funds' top 10 | 2 | 3 | −33.3% |
| 13F shares | 58.9M | 59.8M | −1.5% |
| Held by funds | 95.7% | 97.2% | −1.5 pts |
| New positions | 35 | 46 | −23.9% |
| Increased | 129 | 130 | −0.8% |
| Reduced | 136 | 122 | +11.5% |
| Sold out | 29 | 30 | −3.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in NWE
All superinvestors →
Who owns NWE
share of fund held shares- Index and passive funds41.6%
- Active managers and hedge funds42.3%
- Banks and brokers13.1%
- Pensions, insurers and other3.0%
The top 10 holders own 44.5% of all NWE shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
82 funds changed their position- ProShare Advisors LLCTrimmed−102K sh
- Principal Financial Group IncAdded+45K sh
- Commonwealth Equity Services, LLCTrimmed−24K sh
- Exchange Traded Concepts, LLCNew+12K sh
- First Citizens Bank & Trust CoTrimmed−11K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.74% | 9.1M | $650M | +789K |
| 2 | Vanguard Portfolio Management LLC | 5.77% | 3.5M | $254M | +59K |
| 3 | Vanguard Capital Management LLC | 4.54% | 2.8M | $200M | +7,429 |
| 4 | State Street Corp | 3.95% | 2.4M | $174M | +96K |
| 5 | Geode Capital Management, LLC | 2.91% | 1.8M | $128M | +95K |
| 6 | Franklin Resources Inc | 2.57% | 1.6M | $113M | −40K |
| 7 | Neuberger Berman Group LLC | 2.21% | 1.4M | $97.3M | +83K |
| 8 | Balyasny Asset Management L.P. | 2.09% | 1.3M | $92.1M | +375K |
| 9 | American Century Companies Inc | 2.01% | 1.2M | $88.7M | −320K |
| 10 | Systematic Financial Management LP | 1.82% | 1.1M | $80.4M | −10K |
- BlackRock, Inc.+789K sh+$56.5M
- Norges Bank+781K sh+$55.9M
- Schonfeld Strategic Advisors LLC+499K sh+$35.7M
- Balyasny Asset Management L.P.+375K sh+$26.9M
- Citigroup Inc+285K sh+$20.4M
- Hudson Bay Capital Management LP+278K sh+$19.9M
- Verition Fund Management LLC+252K sh+$18M
- Alliancebernstein L.P.+245K sh+$16.2M
- Qube Research & Technologies Ltd−427K sh−$30.6M
- AQR Capital Management LLC−425K sh−$30.5M
- Victory Capital Management Inc−397K sh−$28.4M
- Caxton Associates LLP−345K sh−$24.7M
- Westwood Holdings Group Inc−352K sh−$23.2M
- American Century Companies Inc−320K sh−$22.9M
- Goldman Sachs Group Inc−300K sh−$21.5M
- UBS Group AG−255K sh−$18.3M
NWE institutional ownership FAQ
Who owns the most NWE stock?
In Q2 2026 13F filings the largest holder of NWE was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of NWE is owned by institutions?
Funds that file 13F reports held 95.7% of NWE's shares at Jun 30, 2026, compared with 97.2% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying NWE?
In Q2 2026, 164 funds bought NWE (35 of them new positions) and 165 sold (29 sold out completely). Among well known investors, 2 added and 3 cut. Our fund sentiment for NWE is bearish.
What is NWE's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this NWE ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.