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NorthWestern (NWE) Institutional Ownership

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$71.22 -0.87 (-1.21%)
As of 08/10/2026 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for NorthWestern (NASDAQ:NWE)

Current
Institutional Ownership
Percentage
96.07%
Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$806.24M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$574.91M
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NWE Institutional Buying and Selling by Quarter

NorthWestern Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wedge Capital Management L L P NC66,778$4.78M0.1%-4.6%0.109%
7/9/2026 Legacy Wealth Asset Management LLC2,941$211K0.0%-9.8%0.005%
7/9/2026 Oliver Luxxe Assets LLC53,748$3.85M0.6%-34.8%0.087%
7/9/2026 Hennion & Walsh Asset Management Inc.16,650$1.19M0.0%-1.4%0.027%
7/7/2026 GAMMA Investing LLC3,981$285K0.0%+4.8%0.006%
6/18/2026Pacer Advisors Inc.7,079$467K0.0%-3.7%0.012%
5/19/2026Bank of America Corp DE803,467$52.98M0.0%+4.8%1.306%
5/19/2026Janus Henderson Group PLC76,104$5.02M0.0%+29.2%0.124%
5/19/2026South 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%
5/18/2026California State Teachers Retirement System75,303$4.97M0.0%+23.8%0.122%
5/18/2026Royal Bank of Canada11,243$741K0.0%-25.5%0.018%
5/16/2026The Manufacturers Life Insurance Company46,808$3.09M0.0%-8.1%0.076%
5/16/2026Infrastructure Capital Advisors LLC8,650$570K0.0%+15.5%0.014%
5/16/2026Quantinno Capital Management LP21,415$1.41M0.0%+21.2%0.035%
5/15/2026Weiss Asset Management LP56,276$3.71M0.1%+84.9%0.091%
5/15/2026 Van Diest Capital LLC7,330$483K0.4%N/A0.012%
5/14/2026Public Employees Retirement System of Ohio15,517$1.02M0.0%-47.7%0.025%
5/14/2026Arrowstreet Capital Limited Partnership216,139$14.25M0.0%+4,774.6%0.351%
5/14/2026Caxton Associates LLP657,262$43.34M1.0%N/A1.069%
5/14/2026Systematic Financial Management LP1,132,065$74.65M1.7%-2.4%1.840%
5/14/2026Sei Investments Co.56,426$3.72M0.0%+34.4%0.092%
5/13/2026Cetera 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%
5/13/2026First Trust Advisors LP629,994$41.54M0.0%-3.1%1.024%
5/12/2026Magellan 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%
5/8/2026Mathes Company Inc.56,255$3.71M1.4%+2.9%0.091%
5/7/2026Dimensional Fund Advisors LP1,023,230$67.47M0.0%+0.6%1.664%
5/7/2026Swiss National Bank121,483$8.01M0.0%+0.3%0.198%
5/7/2026Heartland 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%
5/5/2026Sanctuary 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%
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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%
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%
4/16/2026Evolve Private Wealth LLC3,065$202K0.0%N/A0.005%
3/17/2026Rockefeller 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%
2/24/2026Pacer Advisors Inc.7,351$474K0.0%-60.8%0.012%
2/23/2026Virtu Financial LLC27,797$1.79M0.1%+531.8%0.045%
2/19/2026Invesco Ltd.584,723$37.74M0.0%-28.5%0.952%
2/18/2026Mercer Global Advisors Inc. ADV17,564$1.13M0.0%+38.0%0.029%
2/18/2026Caitlin 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%
2/18/2026State of Tennessee Department of Treasury19,066$1.29M0.0%-4.1%0.031%
2/18/2026Fuller & Thaler Asset Management Inc.503,220$32.48M0.1%-8.6%0.819%
2/18/2026XTX Topco Ltd44,258$2.86M0.1%+278.9%0.072%
2/18/2026Yaupon Capital Management LP100,624$6.49M0.2%-13.0%0.164%
2/18/2026SummitTX Capital L.P.6,300$407K0.0%N/A0.010%
2/18/2026Susquehanna Portfolio Strategies LLC40,876$2.64M0.0%+109.0%0.067%
2/18/2026Polymer Capital Management US LLC19,491$1.26M0.1%+216.6%0.032%
2/18/2026Millennium Management LLC920,554$59.41M0.0%+1,214.4%1.498%
2/18/2026Moore Capital Management LP53,470$3.45M0.0%N/A0.087%
2/18/2026Infrastructure Capital Advisors LLC7,488$483K0.0%-15.3%0.012%
2/18/2026Janus Henderson Group PLC58,904$3.80M0.0%+118.9%0.096%
2/18/2026First Manhattan CO. LLC.85,765$5.54M0.0%-0.8%0.140%
2/18/2026Balyasny Asset Management L.P.1,005,886$64.92M0.1%+5,851.3%1.637%
2/17/2026Guggenheim Capital LLC6,740$435K0.0%-57.7%0.011%
2/17/2026AQR Arbitrage LLC607,028$39.18M0.8%+2,434.9%0.988%
2/17/2026Schonfeld Strategic Advisors LLC16,196$1.05M0.0%N/A0.026%
2/17/2026Polar Asset Management Partners Inc.20,987$1.36M0.0%N/A0.034%
2/17/2026AQR Capital Management LLC769,640$49.67M0.0%-32.9%1.253%
2/17/2026Jain Global LLC5,746$371K0.0%N/A0.009%
2/17/2026 Olympiad Research LP22,848$1.48M3.9%N/A0.037%
2/17/2026PenderFund Capital Management Ltd.2,900$187K0.0%+359.6%0.005%
2/17/2026Jump Financial LLC32,531$2.10M0.0%N/A0.053%
2/17/2026Price T Rowe Associates Inc. MD58,684$3.79M0.0%+2.9%0.096%
2/17/2026Osaic Holdings Inc.2,485$160K0.0%+17.3%0.004%
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2/17/2026Weiss Asset Management LP30,444$1.97M0.0%-32.6%0.050%
2/17/2026Advisory Services Network LLC5,780$373K0.0%-14.5%0.009%
2/17/2026Adage Capital Partners GP L.L.C.812,500$52.44M0.1%N/A1.322%
2/17/2026Public 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%
2/17/2026State of Wisconsin Investment Board33,621$2.17M0.0%-7.4%0.055%
2/17/2026Captrust Financial Advisors20,879$1.35M0.0%+40.0%0.034%
2/17/2026Royal Bank of Canada15,100$975K0.0%-97.5%0.025%
2/17/2026Magnetar Financial LLC197,657$12.76M0.1%+1.1%0.322%


NWE Institutional Ownership - Frequently Asked Questions

During the previous two years, 375 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 326 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 13,164,616 shares in the last 24 months. This purchase volume represents approximately $806.24M in transactions.

Of the 130 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 9,368,885 shares in the last 24 months. This volume of shares sold represents approximately $574.91M in transactions.


Related Companies

Institutional ownership data for NASDAQ:NWE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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