Fortis Ownership | Who Owns Fortis?
Fortis Ownership Summary
Fortis is owned by 52.61% institutional investors, 0.04% insiders, and 47.35% retail investors. Fil is the largest institutional shareholder, holding 4.47% of FTS shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.39% of its assets in Fortis shares.
FTS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Fortis | 52.61% | 0.04% | 47.35% |
| Sector | Utilities Stocks | 58.57% | 6.53% | 34.90% |
| Industry | Regulated Electric Stocks List | 62.02% | 3.57% | 34.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fil | 21.98M | 4.47% | $854.25M |
| Vanguard group | 20.74M | 4.22% | $805.43M |
| Td asset management | 12.15M | 2.47% | $472.16M |
| Beutel, goodman | 9.27M | 1.89% | $360.12M |
| Bank of nova scotia | 9.21M | 1.87% | $357.77M |
| 1832 asset management | 9.20M | 1.87% | $357.29M |
| Toronto dominion bank | 9.07M | 1.85% | $352.34M |
| Scotia capital | 8.74M | 1.78% | $338.60M |
| Legal & general group | 6.99M | 1.42% | $271.63M |
| Mackenzie financial | 6.32M | 1.29% | $245.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Qv investors | 1.02M | 3.71% | $39.52M |
| Heronetta management | 86.00K | 2.92% | $4.57M |
| Caledonia investments | 526.70K | 2.46% | $20.41M |
| Cidel asset management | 782.83K | 2.35% | $30.42M |
| Scotia capital | 8.74M | 1.98% | $338.60M |
| Beutel, goodman | 9.27M | 1.91% | $360.12M |
| Bank of nova scotia trust | 375.93K | 1.63% | $14.60M |
| Tacita capital | 54.11K | 1.48% | $2.10M |
| Td waterhouse canada | 4.06M | 1.41% | $157.53M |
| Guardian capital lp | 901.98K | 1.32% | $35.05M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fil | 21.98M | 0.84% | 4.47M |
| Norges bank | 3.74M | 0.02% | 3.74M |
| Toronto dominion bank | 9.07M | 0.57% | 1.92M |
| Charles schwab investment management | 1.28M | 0.01% | 1.28M |
| Bank of nova scotia | 9.21M | 0.70% | 945.15K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Omers administration | - | - | -2.44M |
| Sumitomo mitsui trust | - | - | -1.15M |
| National bank of canada /fi/ | 4.26M | 0.22% | -1.07M |
| Bank of america corp /de/ | 2.26M | 0.01% | -845.95K |
| Cibc world market | - | - | -840.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.74M | 0.02% | 3.74M | $145.51M |
| Charles schwab investment management | 1.28M | 0.01% | 1.28M | $49.69M |
| Caisse de depot et placement du quebec | 468.52K | 0.04% | 468.52K | $18.21M |
| Northwest & ethical investments | 461.98K | 0.52% | 461.98K | $17.95M |
| Energy income partners | 118.72K | 0.10% | 118.72K | $4.61M |
Sold Out
| Holder | Change |
|---|---|
| Private ocean | -27.00 |
| Salomon & ludwin | -42.00 |
| Copeland capital management | -57.00 |
| Addison advisors | -110.00 |
| Glen eagle advisors | -111.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 277 | -2.46% | 258,636,008 | 2.50% | 52 | 2.00% | 149 | 14.62% | 86 | -14.00% |
| Mar 31, 2024 | 284 | 3.65% | 252,321,160 | -2.54% | 51 | 1.81% | 130 | - | 100 | 7.53% |
| Dec 31, 2023 | 274 | 2.62% | 258,906,100 | 5.05% | 53 | 2.08% | 130 | 14.04% | 93 | 1.09% |
| Sep 30, 2023 | 267 | -1.11% | 246,448,484 | -1.90% | 50 | 1.89% | 114 | -9.52% | 92 | 16.46% |
| Jun 30, 2023 | 270 | -3.57% | 251,214,117 | 0.43% | 51 | 1.93% | 126 | -5.26% | 79 | -8.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Intl Stock Index Inv | 6.87M | 1.39% | -18.81K |
| Nordea 1 - Global Climate & Envir BI EUR | 5.05M | 1.02% | -81.90K |
| Vanguard Developed Markets Index Admiral | 4.22M | 0.85% | 21.95K |
| Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 3.43M | 0.69% | -1.83K |
| Beutel Goodman Canadian Equity Class D | 3.12M | 0.63% | -18.02K |
| Fidelity Canadian Large Cap Sr B | 3.06M | 0.62% | 20.00K |
| RBC Canadian Dividend Fund A | 2.85M | 0.58% | - |
| BMO Dividend A | 2.66M | 0.54% | -7.00K |
| iShares S&P/TSX 60 ETF | 2.56M | 0.51% | -2.61K |
| Fidelity Canadian Disciplined Eq B | 2.52M | 0.51% | 3.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|
Insider Transactions Trends
| Date | Buy | Sell |
|---|
FTS Ownership FAQ
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