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NorthWestern (NWE) Institutional Ownership

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$71.04 +0.08 (+0.11%)
As of 09:37 AM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for NorthWestern (NASDAQ:NWE)

Current
Institutional Ownership
Percentage
96.07%
Number of
Institutional Buyers
(last 12 months)
225
Total
Institutional Inflows
(last 12 months)
$832.81M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$583.57M
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NWE Institutional Buying and Selling by Quarter

NorthWestern Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE803,467$52.98M0.0%+4.8%1.306%
5/19/2026 Janus Henderson Group PLC76,104$5.02M0.0%+29.2%0.124%
5/19/2026 South Dakota Investment Council93,111$6.14M0.1%-9.3%0.151%
5/18/2026 EverSource Wealth Advisors LLC2,646$174K0.0%+20.9%0.004%
5/18/2026 California State Teachers Retirement System75,303$4.97M0.0%+23.8%0.122%
5/18/2026 Royal Bank of Canada11,243$741K0.0%-25.5%0.018%
5/16/2026 The Manufacturers Life Insurance Company 46,808$3.09M0.0%-8.1%0.076%
5/16/2026 Infrastructure Capital Advisors LLC8,650$570K0.0%+15.5%0.014%
5/16/2026 Quantinno Capital Management LP21,415$1.41M0.0%+21.2%0.035%
5/15/2026 Weiss Asset Management LP56,276$3.71M0.1%+84.9%0.091%
5/15/2026 Van Diest Capital LLC7,330$483K0.4%N/A0.012%
5/14/2026 Public Employees Retirement System of Ohio15,517$1.02M0.0%-47.7%0.025%
5/14/2026 Arrowstreet Capital Limited Partnership216,139$14.25M0.0%+4,774.6%0.351%
5/14/2026 Caxton Associates LLP657,262$43.34M1.0%N/A1.069%
5/14/2026 Systematic Financial Management LP1,132,065$74.65M1.7%-2.4%1.840%
5/14/2026 Sei Investments Co.56,426$3.72M0.0%+34.4%0.092%
5/13/2026 Cetera Investment Advisers15,611$1.03M0.0%+39.3%0.025%
5/13/2026 First Citizens Bank & Trust Co.17,264$1.14M0.0%-4.9%0.028%
5/13/2026 First Trust Advisors LP629,994$41.54M0.0%-3.1%1.024%
5/12/2026 Magellan Asset Management Ltd65,874$4.34M0.1%+25.7%0.107%
5/8/2026 PNC Financial Services Group Inc.23,668$1.56M0.0%-5.8%0.038%
5/8/2026 Mathes Company Inc.56,255$3.71M1.4%+2.9%0.091%
5/7/2026 Dimensional Fund Advisors LP1,023,230$67.47M0.0%+0.6%1.664%
5/7/2026 Swiss National Bank121,483$8.01M0.0%+0.3%0.198%
5/7/2026 Heartland Advisors Inc.53,687$3.54M0.2%-22.9%0.087%
5/5/2026 Bank of New York Mellon Corp754,559$49.76M0.0%-2.6%1.227%
5/5/2026 Sanctuary Advisors LLC6,591$435K0.0%+88.2%0.011%
5/5/2026 Maryland State Retirement & Pension System55,009$3.63M0.1%-4.5%0.089%
5/4/2026 State of Michigan Retirement System14,828$978K0.0%+2.1%0.024%
5/4/2026 Principal Financial Group Inc.225,164$14.85M0.0%+69.3%0.366%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS127,386$8.40M0.0%-3.6%0.207%
5/1/2026 Fifth Third Bancorp67,928$4.48M0.0%+11,652.2%0.110%
5/1/2026 Sequoia Financial Advisors LLC18,974$1.25M0.0%-18.2%0.031%
4/30/2026 First Horizon Corp503$33K0.0%-45.3%0.001%
4/30/2026 Oregon Public Employees Retirement Fund12,610$832K0.0%+2.4%0.021%
4/28/2026 Praxis Investment Management Inc.7,369$486K0.0%+63.0%0.012%
4/27/2026 Lesa Sroufe & Co40,655$2.68M1.8%+1.1%0.066%
4/27/2026 HB Wealth Management LLC3,828$252K0.0%N/A0.006%
4/27/2026 New York State Teachers Retirement System72,432$4.78M0.0%-2.7%0.118%
4/27/2026 Y Intercept Hong Kong Ltd17,698$1.17M0.0%+81.6%0.029%
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4/27/2026 VAUGHAN & Co SECURITIES INC.9,389$619K0.3%-3.2%0.015%
4/25/2026 Strs Ohio18,400$1.21M0.0%-2.1%0.030%
4/24/2026 IFM Investors Pty Ltd4,415$291K0.0%N/A0.007%
4/22/2026 Ifrah Financial Services Inc.3,878$256K0.1%-4.7%0.006%
4/22/2026 Pictet Asset Management Holding SA11,860$782K0.0%+7.0%0.019%
4/22/2026 Sterling Capital Management LLC2,054$135K0.0%-42.5%0.003%
4/21/2026 Louisiana State Employees Retirement System17,800$1.17M0.0%N/A0.029%
4/20/2026 First PREMIER Bank103,592$6.83M1.6%-0.9%0.168%
4/16/2026 SG Americas Securities LLC16,363$1.08M0.0%-37.8%0.027%
4/16/2026 Tactive Advisors LLC5,145$339K0.1%N/A0.008%
4/16/2026 Evolve Private Wealth LLC3,065$202K0.0%N/A0.005%
3/17/2026 Rockefeller Capital Management L.P.1,280$83K0.0%+418.2%0.002%
3/3/2026 Caitong International Asset Management Co. Ltd1,066$69K0.0%+129.2%0.002%
2/24/2026 River Road Asset Management LLC1,263,967$81.58M0.9%-44.8%2.057%
2/24/2026 Pacer Advisors Inc.7,351$474K0.0%-60.8%0.012%
2/23/2026 Virtu Financial LLC27,797$1.79M0.1%+531.8%0.045%
2/19/2026 Invesco Ltd.584,723$37.74M0.0%-28.5%0.952%
2/18/2026 Mercer Global Advisors Inc. ADV17,564$1.13M0.0%+38.0%0.029%
2/18/2026 Caitlin John LLC4,197$271K0.2%N/A0.007%
2/18/2026 First Citizens Bank & Trust Co.18,156$1.17M0.0%+2.2%0.030%
2/18/2026 State of Tennessee Department of Treasury19,066$1.29M0.0%-4.1%0.031%
2/18/2026 Fuller & Thaler Asset Management Inc.503,220$32.48M0.1%-8.6%0.819%
2/18/2026 XTX Topco Ltd44,258$2.86M0.1%+278.9%0.072%
2/18/2026 Yaupon Capital Management LP100,624$6.49M0.2%-13.0%0.164%
2/18/2026 SummitTX Capital L.P.6,300$407K0.0%N/A0.010%
2/18/2026 Susquehanna Portfolio Strategies LLC40,876$2.64M0.0%+109.0%0.067%
2/18/2026 Polymer Capital Management US LLC19,491$1.26M0.1%+216.6%0.032%
2/18/2026 Millennium Management LLC920,554$59.41M0.0%+1,214.4%1.498%
2/18/2026 Moore Capital Management LP53,470$3.45M0.0%N/A0.087%
2/18/2026 Infrastructure Capital Advisors LLC7,488$483K0.0%-15.3%0.012%
2/18/2026 Janus Henderson Group PLC58,904$3.80M0.0%+118.9%0.096%
2/18/2026 First Manhattan CO. LLC.85,765$5.54M0.0%-0.8%0.140%
2/18/2026 Balyasny Asset Management L.P.1,005,886$64.92M0.1%+5,851.3%1.637%
2/17/2026 Guggenheim Capital LLC6,740$435K0.0%-57.7%0.011%
2/17/2026 AQR Arbitrage LLC607,028$39.18M0.8%+2,434.9%0.988%
2/17/2026 Schonfeld Strategic Advisors LLC16,196$1.05M0.0%N/A0.026%
2/17/2026 Polar Asset Management Partners Inc.20,987$1.36M0.0%N/A0.034%
2/17/2026 AQR Capital Management LLC769,640$49.67M0.0%-32.9%1.253%
2/17/2026 Jain Global LLC5,746$371K0.0%N/A0.009%
2/17/2026 Olympiad Research LP22,848$1.48M3.9%N/A0.037%
2/17/2026 PenderFund Capital Management Ltd.2,900$187K0.0%+359.6%0.005%
2/17/2026 Jump Financial LLC32,531$2.10M0.0%N/A0.053%
2/17/2026 Price T Rowe Associates Inc. MD58,684$3.79M0.0%+2.9%0.096%
2/17/2026 Osaic Holdings Inc.2,485$160K0.0%+17.3%0.004%
2/17/2026 Weiss Asset Management LP30,444$1.97M0.0%-32.6%0.050%
2/17/2026 Advisory Services Network LLC5,780$373K0.0%-14.5%0.009%
2/17/2026 Adage Capital Partners GP L.L.C.812,500$52.44M0.1%N/A1.322%
2/17/2026 Public Employees Retirement System of Ohio29,695$1.92M0.0%-17.0%0.048%
2/17/2026 Russell Investments Group Ltd.117,812$7.60M0.0%-53.6%0.192%
2/17/2026 Maryland State Retirement & Pension System57,615$3.72M0.1%+1.2%0.094%
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2/17/2026 State of Wisconsin Investment Board33,621$2.17M0.0%-7.4%0.055%
2/17/2026 Captrust Financial Advisors20,879$1.35M0.0%+40.0%0.034%
2/17/2026 Royal Bank of Canada15,100$975K0.0%-97.5%0.025%
2/17/2026 Magnetar Financial LLC197,657$12.76M0.1%+1.1%0.322%
2/16/2026 Squarepoint Ops LLC220,364$14.22M0.0%+960.7%0.359%
2/16/2026 Vanguard Personalized Indexing Management LLC9,486$612K0.0%+5.9%0.015%
2/16/2026 Verition Fund Management LLC30,711$1.98M0.0%-57.1%0.050%
2/16/2026 Mariner LLC32,290$2.08M0.0%+82.5%0.053%
2/16/2026 Barclays PLC133,107$8.59M0.0%-6.3%0.217%
2/16/2026 Aigen Investment Management LP5,729$370K0.1%N/A0.009%


NWE Institutional Ownership - Frequently Asked Questions

During the previous two years, 382 institutional investors and hedge funds held shares of NorthWestern. The most heavily invested institutionals were Vanguard Group Inc. ($430.31M), American Century Companies Inc. ($174.00M), State Street Corp ($170.24M), Geode Capital Management LLC ($105.14M), Franklin Resources Inc. ($92.73M), River Road Asset Management LLC ($81.58M), and Systematic Financial Management LP ($74.65M).Learn more on NorthWestern's institutional investors.

96.07% of NorthWestern's stock is owned by institutional investors. Learn more on NWE's institutional investor holdings.

Of the 336 institutional investors that purchased NorthWestern's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($2.30M), Raymond James Financial Inc. ($1.21M), Balyasny Asset Management L.P. ($988.98K), Millennium Management LLC ($957.39K), Nuveen LLC ($925.14K), AQR Capital Management LLC ($833.20K), and Adage Capital Partners GP L.L.C. ($812.50K).

Institutional investors have bought a total of 13,767,777 shares in the last 24 months. This purchase volume represents approximately $832.81M in transactions.

Of the 140 institutional investors that sold NorthWestern's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Macquarie Group Ltd. ($1.15M), River Road Asset Management LLC ($1.10M), UBS Group AG ($1.00M), Royal Bank of Canada ($602.00K), AQR Capital Management LLC ($377.63K), Victory Capital Management Inc. ($373.79K), and Bank of America Corp DE ($366.79K).

Institutional investors have sold a total of 9,554,750 shares in the last 24 months. This volume of shares sold represents approximately $583.57M in transactions.



This page (NASDAQ:NWE) was last updated on 5/20/2026 by MarketBeat.com Staff.
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