Go Pro

NorthWestern (NWE) Institutional Ownership

NorthWestern logo
$71.62 -0.90 (-1.24%)
Closing price 06/30/2026 04:00 PM Eastern
Extended Trading
$71.62 +0.00 (+0.00%)
As of 07:00 AM 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.

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

Current
Institutional Ownership
Percentage
96.07%
Number of
Institutional Buyers
(last 12 months)
223
Total
Institutional Inflows
(last 12 months)
$832.81M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$583.59M
Get NWE Insider Trade Alerts

Want to know when executives and insiders are buying or selling NorthWestern stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
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 Company 46,808$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%
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%
Stranded On The Flood Plains of History (Ad)

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

Read Porter's full briefing and get the ticker names today
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%
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%
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%
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%
2/17/2026Russell Investments Group Ltd.117,812$7.60M0.0%-53.6%0.192%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
2/17/2026Maryland 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%
2/16/2026Squarepoint Ops LLC220,364$14.22M0.0%+960.7%0.359%
2/16/2026Vanguard Personalized Indexing Management LLC9,486$612K0.0%+5.9%0.015%
2/16/2026Verition Fund Management LLC30,711$1.98M0.0%-57.1%0.050%
2/16/2026Mariner LLC32,290$2.08M0.0%+82.5%0.053%
2/16/2026Barclays PLC133,107$8.59M0.0%-6.3%0.217%


NWE Institutional Ownership - Frequently Asked Questions

During the previous two years, 380 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 335 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 13,682,505 shares in the last 24 months. This purchase volume represents approximately $832.81M in transactions.

Of the 139 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 9,551,301 shares in the last 24 months. This volume of shares sold represents approximately $583.59M in transactions.



This page (NASDAQ:NWE) was last updated on 7/1/2026 by MarketBeat.com Staff.
From Our Partners