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NorthWestern (NWE) Institutional Ownership

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$74.15 -0.48 (-0.64%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$74.15 0.00 (0.00%)
As of 10/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
191
Total
Institutional Inflows
(last 12 months)
$698.99M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$512.08M
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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
10/9/2026GAMMA Investing LLC4,457$305K0.0%+12.0%0.007%
10/8/2026Farther Finance Advisors LLC2,635$180K0.0%+8.2%0.004%
9/23/2026Envestnet Portfolio Solutions Inc.18,366$1.32M0.0%+5.7%0.030%
9/9/2026Integrated Wealth Concepts LLC2,286$164K0.0%-38.8%0.004%
9/9/2026Squarepoint Ops LLC277,545$19.88M0.0%+26.8%0.451%
9/8/2026Allworth Financial LP492$35K0.0%-52.0%0.001%
8/22/2026Compass Financial Management LLC1,913$137K0.0%N/A0.003%
8/22/2026AlphaGrep UK Ltd5,137$368K0.1%N/A0.008%
8/20/2026First PREMIER Bank101,716$7.29M1.1%-1.8%0.165%
8/20/2026NINE MASTS CAPITAL Ltd27,497$1.97M0.2%+10.0%0.045%
8/20/2026Headlands Technologies LLC14,071$1.01M0.1%-26.1%0.023%
8/20/2026Ancora Advisors LLC97,785$7.00M0.1%-0.4%0.159%
8/12/2026Compass Financial Management LLC1,913$137K0.0%N/A0.003%
7/10/2026Wedge Capital Management L L P NC66,778$4.78M0.1%-4.6%0.109%
7/9/2026Legacy Wealth Asset Management LLC2,941$211K0.0%-9.8%0.005%
7/9/2026Oliver Luxxe Assets LLC53,748$3.85M0.6%-34.8%0.087%
7/9/2026Hennion & Walsh Asset Management Inc.16,650$1.19M0.0%-1.4%0.027%
7/7/2026GAMMA 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%
5/18/2026EverSource 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%
5/15/2026Van 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%
5/13/2026First 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%
5/8/2026PNC Financial Services Group Inc.23,668$1.56M0.0%-5.8%0.038%
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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%
5/5/2026Bank 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%
5/5/2026Maryland State Retirement & Pension System55,009$3.63M0.1%-4.5%0.089%
5/4/2026State of Michigan Retirement System14,828$978K0.0%+2.1%0.024%
5/4/2026Principal Financial Group Inc.225,164$14.85M0.0%+69.3%0.366%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS127,386$8.40M0.0%-3.6%0.207%
5/1/2026Fifth Third Bancorp67,928$4.48M0.0%+11,652.2%0.110%
5/1/2026Sequoia Financial Advisors LLC18,974$1.25M0.0%-18.2%0.031%
4/30/2026First Horizon Corp503$33K0.0%-45.3%0.001%
4/30/2026Oregon Public Employees Retirement Fund12,610$832K0.0%+2.4%0.021%
4/28/2026Praxis Investment Management Inc.7,369$486K0.0%+63.0%0.012%
4/27/2026Lesa Sroufe & Co40,655$2.68M1.8%+1.1%0.066%
4/27/2026HB Wealth Management LLC3,828$252K0.0%N/A0.006%
4/27/2026New York State Teachers Retirement System72,432$4.78M0.0%-2.7%0.118%
4/27/2026Y Intercept Hong Kong Ltd17,698$1.17M0.0%+81.6%0.029%
4/27/2026VAUGHAN & Co SECURITIES INC.9,389$619K0.3%-3.2%0.015%
4/25/2026Strs Ohio18,400$1.21M0.0%-2.1%0.030%
4/24/2026IFM Investors Pty Ltd4,415$291K0.0%N/A0.007%
4/22/2026Ifrah Financial Services Inc.3,878$256K0.1%-4.7%0.006%
4/22/2026Pictet Asset Management Holding SA11,860$782K0.0%+7.0%0.019%
4/22/2026Sterling Capital Management LLC2,054$135K0.0%-42.5%0.003%
4/21/2026Louisiana State Employees Retirement System17,800$1.17M0.0%N/A0.029%
4/20/2026First PREMIER Bank103,592$6.83M1.6%-0.9%0.168%
4/16/2026SG Americas Securities LLC16,363$1.08M0.0%-37.8%0.027%
4/16/2026Tactive 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%
3/3/2026Caitong International Asset Management Co. Ltd1,066$69K0.0%+129.2%0.002%
2/24/2026River 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%
2/18/2026First 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%
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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%
2/17/2026Olympiad Research LP22,848$1.48M3.9%N/A0.037%
2/17/2026PenderFund Capital Management Ltd.2,900$187K0.0%+359.6%0.005%


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 325 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), Adage Capital Partners GP L.L.C. ($812.50K), and First Trust Advisors LP ($796.50K).

Institutional investors have bought a total of 11,046,307 shares in the last 24 months. This purchase volume represents approximately $698.99M in transactions.

Of the 120 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 ($1.03M), 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 8,187,713 shares in the last 24 months. This volume of shares sold represents approximately $512.08M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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