NorthWestern Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 9.92 M | $567.37 M | 100.00% | 16.17% |
| VANGUARD GROUP INC | 11/13/2024 | 6.79 M | $388.71 M | 0.45% | 11.08% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 3.87 M | $221.26 M | -2.56% | 6.31% |
| STATE STREET CORP | 11/14/2024 | 2.50 M | $143.30 M | 1.71% | 4.09% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 10/30/2024 | 2.24 M | $127.89 M | 0.66% | 3.65% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 1.86 M | $106.61 M | -12.46% | 3.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.54 M | $87.94 M | 2.35% | 2.51% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 1.34 M | $74.32 M | -0.34% | 2.18% |
| MACQUARIE GROUP LTD | 11/14/2024 | 1.28 M | $73.12 M | -10.55% | 2.08% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 1.20 M | $68.69 M | -1.83% | 1.96% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2024 | 1.17 M | $66.80 M | -5.19% | 1.90% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 1.09 M | $62.64 M | -2.74% | 1.79% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 11/14/2024 | 1.07 M | $61.25 M | 11.83% | 1.75% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.03 M | $58.87 M | 0.12% | 1.68% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 991,966 | $56.76 M | 6.24% | 1.62% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 848,294 | $48.54 M | 2.36% | 1.38% |
| INVESCO LTD. | 11/12/2024 | 822,727 | $47.08 M | 1.27% | 1.34% |
| FMR LLC | 11/13/2024 | 759,804 | $43.48 M | 17.01% | 1.24% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 750,455 | $42.94 M | -11.61% | 1.22% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 711,698 | $40.72 M | 1.74% | 1.16% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 686,113 | $39.26 M | 7.13% | 1.12% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 603,571 | $34.54 M | 91.04% | 0.98% |
| MORGAN STANLEY | 11/14/2024 | 581,943 | $33.30 M | 37.28% | 0.95% |
| GABELLI FUNDS LLC | 11/13/2024 | 547,000 | $31.30 M | -0.27% | 0.89% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 538,700 | $30.82 M | -2.94% | 0.88% |
| JPMORGAN CHASE & CO | 12/26/2024 | 518,812 | $29.69 M | -41.78% | 0.85% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 432,329 | $24.74 M | -3.34% | 0.71% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 430,679 | $24.60 M | 8.65% | 0.70% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 429,597 | $24.58 M | 108.04% | 0.70% |
| SEI INVESTMENTS CO | 11/12/2024 | 395,227 | $22.61 M | -2.56% | 0.64% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 368,889 | $21.11 M | -12.33% | 0.60% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 367,034 | $21.00 M | -1.33% | 0.60% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 355,147 | $20.32 M | -1.91% | 0.58% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 283,851 | $16.24 M | 0.55% | 0.46% |
| GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 273,350 | $15.64 M | -2.32% | 0.45% |
| EMPOWER ADVISORY GROUP, LLC | 11/05/2024 | 269,411 | $15.42 M | 4.43% | 0.44% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 237,841 | $13.22 M | -2.53% | 0.39% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 225,080 | $12.88 M | -8.09% | 0.37% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 216,950 | $12.41 M | 13.62% | 0.35% |
| RHUMBLINE ADVISERS | 11/12/2024 | 214,016 | $12.25 M | -3.23% | 0.35% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 203,384 | $11.64 M | 9.51% | 0.33% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 174,510 | $9.99 M | 0.58% | 0.28% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 171,362 | $9.81 M | -25.50% | 0.28% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 164,529 | $9.42 M | 13.50% | 0.27% |
| CHARTWELL INVESTMENT PARTNERS, LLC | 11/04/2024 | 147,915 | $8.46 M | -10.08% | 0.24% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 10/31/2024 | 140,797 | $8.06 M | -2.12% | 0.23% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 137,776 | $7.88 M | 14.41% | 0.22% |
| MAIRS & POWER INC | 11/14/2024 | 137,075 | $7.84 M | -0.23% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 127,458 | $7.29 M | 1.22% | 0.21% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 121,782 | $6.97 M | -1.73% | 0.20% |
NorthWestern Corporationinstitutional Ownership - FAQ's
During the previous two years, 445 institutional investors and hedge funds held shares of NorthWestern Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 9.92 M
VANGUARD GROUP INC: 6.79 M
AMERICAN CENTURY COMPANIES INC: 3.87 M
STATE STREET CORP: 2.5 M
River Road Asset Management, LLC: 2.24 M
VICTORY CAPITAL MANAGEMENT INC: 1.86 M
94.85% of NorthWestern Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 80.55 M shares in the last 24 months. This purchase volume represents approximately $4.27 B in transactions.