NorthWestern Ownership 2024 | Who Owns NorthWestern Now?
Institutional Ownership
95.85%
Insider Ownership
0.94%
Retail Ownership
3.21%
Institutional Holders
289.00
NorthWestern Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 15.30% | 0.01% | 9,379,059 | 5,156 | 0.06% | 469,703,298 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.03% | 0.01% | 6,762,778 | -985 | -0.01% | 338,679,923 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 6.47% | 0.12% | 3,968,413 | 19,748 | 0.50% | 198,738,139 | Jun 30, 2024 |
| STATE STREET CORP | 4.02% | 0.01% | 2,462,296 | -17,986 | -0.73% | 123,311,784,000 | Jun 30, 2024 |
| RIVER ROAD ASSET MANAGEMENT, LLC | 3.62% | 1.60% | 2,220,355 | -23,916 | -1.07% | 111,195,378 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 3.47% | 0.11% | 2,128,539 | 19,369 | 0.92% | 106,597,233 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.45% | 0.01% | 1,501,239 | 61,267 | 4.25% | 75,196,167 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 2.33% | 0.08% | 1,428,561 | -85,439 | -5.64% | 71,541,851 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 2.19% | 0.02% | 1,341,285 | -5,774 | -0.43% | 67,171,553 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 2.01% | 0.29% | 1,231,334 | -81,161 | -6.18% | 61,665,207 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.99% | 0.26% | 1,222,890 | -8,355 | -0.68% | 61,242,349 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.84% | 0.02% | 1,125,546 | -20,286 | -1.77% | 56,367,344 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.68% | 0.01% | 1,027,698 | 61,216 | 6.33% | 51,467,119 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.56% | 1.46% | 957,169 | -1,510 | -0.16% | 47,935,042 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 1.52% | 0.04% | 933,698 | 314,103 | 50.69% | 46,759,617 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.45% | 0.00% | 891,099 | -520,978 | -36.89% | 44,626,239 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.39% | 0.01% | 849,064 | 12,091 | 1.44% | 42,521,117 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.35% | 0.01% | 828,752 | 27,845 | 3.48% | 41,503,900 | Jun 30, 2024 |
| INVESCO LTD. | 1.33% | 0.01% | 812,423 | -110,835 | -12.00% | 40,686,144 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.31% | 0.01% | 800,210 | 47,378 | 6.29% | 40,074,516,000 | Jun 30, 2024 |
NorthWestern's largest institutional shareholder is BLACKROCK INC., holding 15.30% of the company's total share outstanding, currently valued at $469.70M. The top 10 institutional shareholders own together 52.89% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST WASHINGTON CORP | 0.19% | 2.11% | 113,799 | 2,151 | 1.93% | 5,699,054 | Jun 30, 2024 |
| RIVER ROAD ASSET MANAGEMENT, LLC | 3.62% | 1.60% | 2,220,355 | -23,916 | -1.07% | 111,195,378 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.56% | 1.46% | 957,169 | -1,510 | -0.16% | 47,935,042 | Jun 30, 2024 |
| DC INVESTMENTS MANAGEMENT, LLC | 0.05% | 1.29% | 30,670 | - | - | 1,535,954 | Jun 30, 2024 |
| FIRST PREMIER BANK | 0.12% | 0.99% | 74,267 | -24,815 | -25.04% | 3,719,000 | Jun 30, 2024 |
| DEAN INVESTMENT ASSOCIATES, LLC | 0.20% | 0.87% | 121,552 | -7,946 | -6.14% | 6,087,324 | Jun 30, 2024 |
| STOCKMAN WEALTH MANAGEMENT, INC. | 0.16% | 0.85% | 97,028 | 3,472 | 3.71% | 4,859,181 | Jun 30, 2024 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 0.23% | 0.81% | 143,840 | 1,059 | 0.74% | 7,204,000 | Jun 30, 2024 |
| DEAN CAPITAL MANAGEMENT | 0.02% | 0.76% | 11,791 | 119 | 1.02% | 590,493 | Jun 30, 2024 |
| PULLEN INVESTMENT MANAGEMENT, LLC | 0.03% | 0.76% | 18,202 | 18,202 | 100.00% | 912,015 | Jun 30, 2024 |
| OLIVER LUXXE ASSETS LLC | 0.08% | 0.53% | 49,958 | 1,015 | 2.07% | 2,501,897 | Jun 30, 2024 |
| VAUGHAN & CO SECURITIES, INC. | 0.02% | 0.40% | 12,540 | 922 | 7.94% | 628,003 | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | 0.03% | 0.31% | 21,321 | 21,321 | 100.00% | 1,067,778 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.04% | 0.29% | 640,446 | -22,499 | -3.39% | 32,073,000 | Jun 30, 2024 |
| CHARTWELL INVESTMENT PARTNERS, LLC | 0.27% | 0.29% | 164,494 | -5,038 | -2.97% | 8,238,000 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 2.01% | 0.29% | 1,231,334 | -81,161 | -6.18% | 61,665,207 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.99% | 0.26% | 1,222,890 | -8,355 | -0.68% | 61,242,349 | Jun 30, 2024 |
| PLUSTICK MANAGEMENT LLC | 0.01% | 0.23% | 5,000 | 5,000 | 100.00% | 250,400 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | 0.06% | 0.22% | 33,709 | 33,709 | 100.00% | 1,688,167 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 0.28% | 0.22% | 173,510 | 44,900 | 34.91% | 8,689,381 | Jun 30, 2024 |
The largest NorthWestern shareholder by % of total assets is FIRST WASHINGTON CORP. The company owns 113.80K shares of NorthWestern (NWE), representing 2.11% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.20% | 0.01% | 733,944 | 733,944 | 100.00% | 36,755,916 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 1.52% | 0.04% | 933,698 | 314,103 | 50.69% | 46,759,617 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.46% | 0.03% | 282,285 | 282,285 | 100.00% | 14,136,833 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.22% | 0.04% | 134,145 | 114,039 | 567.19% | 6,717,982 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.18% | 0.03% | 110,217 | 110,217 | 100.00% | 5,519,667 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.65% | 0.03% | 396,409 | 105,845 | 36.43% | 19,840,260 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.40% | 0.09% | 244,014 | 84,772 | 53.23% | 12,220,221 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.34% | 0.00% | 206,498 | 63,681 | 44.59% | 10,341,420 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.45% | 0.01% | 1,501,239 | 61,267 | 4.25% | 75,196,167 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.68% | 0.01% | 1,027,698 | 61,216 | 6.33% | 51,467,119 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.14% | 0.00% | 699,498 | 56,344 | 8.76% | 35,030,876 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.31% | 0.01% | 800,210 | 47,378 | 6.29% | 40,074,516,000 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.22% | 0.01% | 132,879 | 46,098 | 53.12% | 6,654,580 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 0.28% | 0.22% | 173,510 | 44,900 | 34.91% | 8,689,381 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.23% | 0.00% | 138,644 | 44,490 | 47.25% | 6,943,292 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.08% | 0.00% | 49,555 | 42,479 | 600.33% | 2,478,553 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.09% | 0.01% | 57,105 | 35,540 | 164.80% | 2,859,818 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | 0.06% | 0.22% | 33,709 | 33,709 | 100.00% | 1,688,167 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.24% | 0.00% | 144,955 | 30,288 | 26.41% | 7,261,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.14% | 0.00% | 87,440 | 28,084 | 47.31% | 4,378,995 | Jun 30, 2024 |
As of Jun 30 2024, NorthWestern's largest institutional buyer is NORGES BANK. The company purchased 733.94K stocks of NWE, valued at $36.76M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 1.45% | 0.00% | 891,099 | -520,978 | -36.89% | 44,626,239 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -110,966 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | 1.33% | 0.01% | 812,423 | -110,835 | -12.00% | 40,686,144 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 2.33% | 0.08% | 1,428,561 | -85,439 | -5.64% | 71,541,851 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 2.01% | 0.29% | 1,231,334 | -81,161 | -6.18% | 61,665,207 | Jun 30, 2024 |
| BARCLAYS PLC | 0.06% | 0.00% | 36,293 | -74,411 | -67.22% | 1,818,000 | Jun 30, 2024 |
| ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -74,277 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -53,797 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.69% | 0.00% | 423,897 | -51,458 | -10.83% | 21,228,810 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.03% | 0.00% | 16,282 | -47,010 | -74.27% | 815,403 | Jun 30, 2024 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 0.20% | 0.11% | 123,049 | -45,686 | -27.08% | 6,162,294 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 1.24% | 0.10% | 758,144 | -38,981 | -4.89% | 37,967,851 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -37,007 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -35,524 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -34,461 | -100.00% | - | Jun 30, 2024 |
| COMERICA BANK | 0.13% | 0.02% | 78,810 | -34,450 | -30.42% | 3,946,799 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.61% | 0.04% | 371,970 | -34,090 | -8.40% | 18,628,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.14% | 0.00% | 85,573 | -33,908 | -28.38% | 4,285,495 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.34% | 0.00% | 205,450 | -29,353 | -12.50% | 10,288,936 | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -28,843 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, NorthWestern's biggest institutional seller is JPMORGAN CHASE & CO. The company sold -0.52M shares of NWE, valued at $44.63M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.20% | 0.01% | 733,944 | 733,944 | 100.00% | 36,755,916 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.46% | 0.03% | 282,285 | 282,285 | 100.00% | 14,136,833 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.18% | 0.03% | 110,217 | 110,217 | 100.00% | 5,519,667 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | 0.06% | 0.22% | 33,709 | 33,709 | 100.00% | 1,688,167 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.04% | 0.00% | 22,896 | 22,896 | 100.00% | 1,146,631 | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | 0.03% | 0.31% | 21,321 | 21,321 | 100.00% | 1,067,778 | Jun 30, 2024 |
| PULLEN INVESTMENT MANAGEMENT, LLC | 0.03% | 0.76% | 18,202 | 18,202 | 100.00% | 912,015 | Jun 30, 2024 |
| 0.02% | 0.02% | 10,722 | 10,722 | 100.00% | 537,274 | Jun 30, 2024 | |
| SAVANT CAPITAL, LLC | 0.01% | 0.00% | 9,110 | 9,110 | 100.00% | 456,246 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.02% | 9,086 | 9,086 | 100.00% | 455,027 | Jun 30, 2024 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 0.01% | 0.09% | 8,648 | 8,648 | 100.00% | 433,092 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.01% | 0.00% | 5,540 | 5,540 | 100.00% | 277,443 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.01% | 0.00% | 5,005 | 5,005 | 100.00% | 250,650 | Jun 30, 2024 |
| PLUSTICK MANAGEMENT LLC | 0.01% | 0.23% | 5,000 | 5,000 | 100.00% | 250,400 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.01% | 0.01% | 4,614 | 4,614 | 100.00% | 231,069 | Jun 30, 2024 |
| STEEL PEAK WEALTH MANAGEMENT LLC | 0.01% | 0.01% | 4,481 | 4,481 | 100.00% | 224,409 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | - | 1,121 | 1,121 | 100.00% | 56,000 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 400 | 400 | 100.00% | 20,032 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 175 | 175 | 100.00% | 8,750 | Jun 30, 2024 |
| HHM WEALTH ADVISORS, LLC | 0.00% | 0.00% | 171 | 171 | 100.00% | 8,564 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 151 | 151 | 100.00% | 7,562 | Jun 30, 2024 |
| MANCHESTER CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 131 | 131 | 100.00% | 6,561 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | - | 62 | 62 | 100.00% | 3,105 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 57 | 57 | 100.00% | 2,855 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 41 | 41 | 100.00% | 2,054 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 23 | 23 | 100.00% | 1,152 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 7 | 7 | 100.00% | 351 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | - | 2 | 2 | 100.00% | 100 | Jun 30, 2024 |
NorthWestern's largest new institutional shareholder by number of shares is NORGES BANK, purchased 733.94K shares, valued at $36.76M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -110,966 | -100.00% | - | Jun 30, 2024 |
| ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -74,277 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -53,797 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -37,007 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -35,524 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -34,461 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -28,843 | -100.00% | - | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | - | - | - | -22,900 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -19,714 | -100.00% | - | Jun 30, 2024 |
| GATEWAY INVESTMENT ADVISERS LLC | - | - | - | -18,141 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -13,161 | -100.00% | - | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -12,218 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -8,798 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -8,741 | -100.00% | - | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | - | - | - | -8,164 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -7,386 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -7,279 | -100.00% | - | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -6,130 | -100.00% | - | Jun 30, 2024 |
| ALPHAMARK ADVISORS, LLC | - | - | - | -5,983 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -5,699 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -5,596 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -5,301 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -5,176 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -4,628 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -4,603 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -4,290 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -4,217 | -100.00% | - | Jun 30, 2024 |
| CROSSMARK GLOBAL HOLDINGS, INC. | - | - | - | -4,003 | -100.00% | - | Jun 30, 2024 |
| IFRAH FINANCIAL SERVICES, INC. | - | - | - | -3,971 | -100.00% | - | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | - | - | - | -3,942 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,225 | -100.00% | - | Jun 30, 2024 |
| COVESTOR LTD | - | - | - | -2,720 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -1,668 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -650 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -549 | -100.00% | - | Jun 30, 2024 |
| ADVISORNET FINANCIAL, INC | - | - | - | -41 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
| SACHETTA, LLC | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
NorthWestern's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -0.11M shares, valued at -, as of undefined.
NorthWestern Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AGF Investments Trust | 1.11% | -21,074 | 1,087 | -4.91% | Mar 31, 2024 |
| GABELLI UTILITIES FUND | 0.60% | 428,000 | - | - | Dec 29, 2023 |
| Vanguard Montgomery Funds | 0.31% | 73,309 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.29% | 46,715 | - | - | Jan 31, 2024 |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 0.22% | 12,021 | - | - | Feb 29, 2024 |
| COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 0.21% | 157,210 | - | - | Dec 31, 2023 |
| ANCORA TRUST | 0.19% | 40,090 | 40,090 | - | Mar 31, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.19% | 11,574 | 1,396 | 13.72% | Feb 29, 2024 |
| GABELLI UTILITY TRUST | 0.17% | 72,500 | - | - | Dec 29, 2023 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.17% | 35,022 | 4,199 | 13.62% | Feb 29, 2024 |
| AMG Funds IV | 0.17% | 507,095 | 82,436 | 19.41% | Jan 31, 2024 |
| Walthausen Funds | 0.15% | 5,070 | - | - | Apr 30, 2023 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.14% | 10,050 | -664 | -6.20% | Sep 30, 2022 |
| UNDISCOVERED MANAGERS FUNDS | 0.13% | 985,091 | -26,365 | -2.61% | Dec 31, 2023 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.13% | 2,797,856 | 165 | 0.01% | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.13% | 500,718 | 4,232 | 0.85% | Mar 28, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.11% | 3,208 | - | - | Mar 31, 2024 |
| HEARTLAND GROUP INC | 0.10% | 57,034 | - | - | Mar 31, 2024 |
| Gabelli 787 Fund, Inc. | 0.09% | 8,000 | - | - | Jan 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.09% | 89,500 | - | - | Feb 29, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.09% | 37,870 | -914 | -2.36% | Jan 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.08% | 303,989 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 205,744 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 42,685 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.08% | 376,832 | - | - | Jan 31, 2024 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.07% | 11,000 | - | - | Dec 29, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.06% | 498,800 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.05% | 146 | 84 | 135.48% | May 31, 2022 |
| Ultimus Managers Trust | 0.04% | 497,333 | 3,254 | 0.66% | Jan 31, 2024 |
| Cohen & Steers Global Income Builder, Inc | 0.04% | 10,559 | 10,559 | - | Sep 30, 2019 |
| VICTORY PORTFOLIOS | 0.04% | 1,184,100 | -214,900 | -15.36% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.03% | 80,769 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.03% | 255,135 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.03% | 17,569 | 9,769 | 125.24% | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.03% | 6,710 | -1,086 | -13.93% | Jan 31, 2024 |
| Mairs & Power Funds Trust | 0.03% | 116,500 | -10,800 | -8.48% | Mar 31, 2022 |
| VANGUARD ADMIRAL FUNDS | 0.03% | 124,594 | -2,096 | -1.65% | Feb 29, 2024 |
| Collaborative Investment Series Trust | 0.03% | 4,478 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.03% | 4,787 | 255 | 5.63% | Mar 31, 2022 |
| GABELLI EQUITY SERIES FUNDS INC | 0.03% | 21,500 | - | - | Dec 29, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.03% | 4,999 | - | - | Mar 28, 2024 |
| Nuveen S&P 500 BuyWrite Income Fund | 0.03% | 17,519 | - | - | Mar 31, 2024 |
| VELA Funds | 0.02% | 8,237 | -799 | -8.84% | Dec 31, 2023 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.02% | 75,000 | - | - | Jan 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.02% | 544 | - | - | Dec 29, 2023 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.02% | 227,411 | 55,328 | 32.15% | Feb 29, 2024 |
| FRONTIER FUNDS, INC. | 0.02% | 8,752 | - | - | Mar 31, 2024 |
| COHEN & STEERS INFRASTRUCTURE FUND INC | 0.02% | 331,658 | - | - | Dec 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS V | 0.02% | 1,224,072 | 129,811 | 11.86% | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.02% | 449,349 | - | - | Jan 31, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.02% | 1,000 | - | - | Feb 29, 2024 |
| VALUED ADVISERS TRUST | 0.02% | 16,886 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 108,761 | -914 | -0.83% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 67,570 | 11,865 | 21.30% | Jan 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.02% | 10,589 | - | - | Feb 29, 2024 |
| TIMOTHY PLAN | 0.02% | 78,361 | 5,933 | 8.19% | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.02% | 23,921 | 3,773 | 18.73% | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 9,179 | -157 | -1.68% | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 159,362 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.01% | 425 | 20 | 4.94% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 5,500,460 | -918,265 | -14.31% | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.01% | 25,476 | -7,542 | -22.84% | Mar 31, 2024 |
| MFS SERIES TRUST XIII | 0.01% | 894,472 | 120,292 | 15.54% | Feb 29, 2024 |
| HENNESSY FUNDS TRUST | 0.01% | 19,298 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 90,950 | -1,287,145 | -93.40% | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.01% | 84,255 | 3,864 | 4.81% | Dec 31, 2023 |
| UNIFIED SERIES TRUST | 0.01% | 128,703 | 8,864 | 7.40% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 40,869 | 39,653 | 3260.94% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 19,852 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 23,205 | - | - | Mar 31, 2024 |
| Cohen & Steers Alternative Income Fund, Inc. | 0.01% | 1,895 | - | - | Jan 31, 2024 |
| Bernstein Fund Inc | 0.01% | 57,665 | - | - | Mar 31, 2024 |
| AMG FUNDS | 0.01% | 190,455 | -6,645 | -3.37% | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 510,882 | -52,887 | -9.38% | Jan 31, 2024 |
| Victory Portfolios II | 0.01% | 313,633 | -11,072 | -3.41% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,255 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 228,404 | 8,425 | 3.83% | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.01% | 65,837 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.01% | 3,010 | 888 | 41.85% | Sep 30, 2020 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 65,700 | 7,600 | 13.08% | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 14,502 | 217 | 1.52% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 5,293 | 3,664 | 224.92% | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 81,025 | -3,163 | -3.76% | Jan 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 3,071 | 53 | 1.76% | Sep 30, 2023 |
| Nuveen Real Asset Income & Growth Fund | 0.00% | 10,472 | -27,986 | -72.77% | Mar 31, 2024 |
| M FUND INC | 0.00% | 1,791 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 114,674 | 9,508 | 9.04% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 38,000 | 6,000 | 18.75% | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 789,226 | -5,721 | -0.72% | Feb 29, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 272,136 | 2,073 | 0.77% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 571,038 | 24,933 | 4.57% | Feb 29, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 10,813 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 104,981 | -2,009 | -1.88% | Mar 31, 2024 |
| Franklin Custodian Funds | 0.00% | 1,300,000 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 5,623 | -391 | -6.50% | Jan 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.00% | 4,000 | - | - | Dec 29, 2023 |
| DELAWARE VIP TRUST | 0.00% | 8,361 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 32,010 | 1,315 | 4.28% | Jan 31, 2024 |
| Virtus Investment Trust | 0.00% | 76,552 | - | - | Mar 28, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 13,620 | - | - | Jan 31, 2024 |
NorthWestern's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -21.07K shares, compromising 1.11% of its total assets.
NorthWestern Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 289 | -4.93% |
| 31 Mar, 24 | 304 | 10.95% |
| 31 Dec, 23 | 274 | 1.48% |
| 30 Sep, 23 | 270 | -5.59% |
| 30 Jun, 23 | 286 | -0.69% |
| 31 Mar, 23 | 288 | -3.36% |
| 31 Dec, 22 | 298 | 4.56% |
| 30 Sep, 22 | 285 | 2.52% |
| 30 Jun, 22 | 278 | 1.83% |
| 31 Mar, 22 | 273 | -1.09% |
| 31 Dec, 21 | 276 | 5.34% |
| 30 Sep, 21 | 262 | 1.16% |
| 30 Jun, 21 | 259 | 4.02% |
| 31 Mar, 21 | 249 | -2.73% |
| 31 Dec, 20 | 256 | -1.16% |
| 30 Sep, 20 | 259 | -2.63% |
| 30 Jun, 20 | 266 | -0.37% |
| 31 Mar, 20 | 267 | -4.98% |
| 31 Dec, 19 | 281 | -1.75% |
| 30 Sep, 19 | 286 | 0.70% |
| 30 Jun, 19 | 284 | -1.39% |
| 31 Mar, 19 | 288 | 11.20% |
| 31 Dec, 18 | 259 | 0.39% |
| 30 Sep, 18 | 258 | 1.57% |
| 30 Jun, 18 | 254 | 3.67% |
| 31 Mar, 18 | 245 | -1.61% |
| 31 Dec, 17 | 249 | 3.32% |
| 30 Sep, 17 | 241 | 1.26% |
| 30 Jun, 17 | 238 | -3.25% |
| 31 Mar, 17 | 246 | 0.82% |
| 31 Dec, 16 | 244 | 11.42% |
| 30 Sep, 16 | 219 | -1.79% |
| 30 Jun, 16 | 223 | 2.76% |
| 31 Mar, 16 | 217 | 3.33% |
| 31 Dec, 15 | 210 | 3.96% |
| 30 Sep, 15 | 202 | 2.02% |
| 30 Jun, 15 | 198 | - |
| 31 Mar, 15 | 198 | -2.94% |
| 31 Dec, 14 | 204 | 7.37% |
| 30 Sep, 14 | 190 | -2.56% |
| 30 Jun, 14 | 195 | 1.56% |
| 31 Mar, 14 | 192 | 9.09% |
| 31 Dec, 13 | 176 | -3.83% |
| 30 Sep, 13 | 183 | -2.66% |
| 30 Jun, 13 | 188 | 123.81% |
| 31 Mar, 13 | 84 | 2.44% |
| 31 Dec, 12 | 82 | -3.53% |
| 30 Sep, 12 | 85 | -5.56% |
| 30 Jun, 12 | 90 | 13.92% |
| 31 Mar, 12 | 79 | 12.86% |
| 31 Dec, 11 | 70 | -4.11% |
| 30 Sep, 11 | 73 | 12.31% |
| 30 Jun, 11 | 65 | 6.56% |
| 31 Mar, 11 | 61 | 12.96% |
| 31 Dec, 10 | 54 | -6.90% |
| 30 Sep, 10 | 58 | 7.41% |
| 30 Jun, 10 | 54 | 1.89% |
| 31 Mar, 10 | 53 | 10.42% |
| 31 Dec, 09 | 48 | - |
| 30 Sep, 09 | 48 | - |
| 30 Jun, 09 | 48 | 20.00% |
| 31 Mar, 09 | 40 | -20.00% |
| 31 Dec, 08 | 50 | 13.64% |
| 30 Sep, 08 | 44 | 33.33% |
| 30 Jun, 08 | 33 | 6.45% |
| 31 Mar, 08 | 31 | -8.82% |
| 31 Dec, 07 | 34 | 36.00% |
| 30 Sep, 07 | 25 | -13.79% |
| 30 Jun, 07 | 29 | 3.57% |
| 31 Mar, 07 | 28 | - |
| 31 Dec, 06 | 28 | 27.27% |
| 30 Sep, 06 | 22 | -4.35% |
| 30 Jun, 06 | 23 | -14.81% |
| 31 Mar, 06 | 27 | -3.57% |
| 31 Dec, 05 | 28 | 21.74% |
| 30 Sep, 05 | 23 | 9.52% |
| 30 Jun, 05 | 21 | 61.54% |
| 31 Mar, 05 | 13 | 30.00% |
| 31 Dec, 04 | 10 | - |
As of 30 Jun 24, 289 institutions are holding NorthWestern's shares, representing a decrease of -4.93% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 58,757,607 | 1.03% |
| 31 Mar, 24 | 58,155,865 | -2.81% |
| 31 Dec, 23 | 59,839,966 | 1.87% |
| 30 Sep, 23 | 58,742,307 | 0.73% |
| 30 Jun, 23 | 58,313,961 | 0.28% |
| 31 Mar, 23 | 58,152,854 | 2.22% |
| 31 Dec, 22 | 56,890,113 | 0.98% |
| 30 Sep, 22 | 56,335,796 | -1.32% |
| 30 Jun, 22 | 57,090,800 | -1.13% |
| 31 Mar, 22 | 57,743,997 | 0.96% |
| 31 Dec, 21 | 57,197,331 | 16.43% |
| 30 Sep, 21 | 49,126,490 | 2.22% |
| 30 Jun, 21 | 48,060,830 | 0.04% |
| 31 Mar, 21 | 48,039,218 | -0.09% |
| 31 Dec, 20 | 48,080,956 | -1.17% |
| 30 Sep, 20 | 48,650,139 | -0.23% |
| 30 Jun, 20 | 48,764,449 | 0.16% |
| 31 Mar, 20 | 48,684,881 | -1.05% |
| 31 Dec, 19 | 49,199,979 | -0.65% |
| 30 Sep, 19 | 49,523,289 | 1.19% |
| 30 Jun, 19 | 48,941,854 | -0.16% |
| 31 Mar, 19 | 49,020,052 | -0.28% |
| 31 Dec, 18 | 49,156,498 | 0.35% |
| 30 Sep, 18 | 48,985,444 | 2.34% |
| 30 Jun, 18 | 47,865,507 | 4.63% |
| 31 Mar, 18 | 45,749,237 | -1.99% |
| 31 Dec, 17 | 46,678,640 | 1.48% |
| 30 Sep, 17 | 45,997,907 | -4.69% |
| 30 Jun, 17 | 48,261,165 | 2.65% |
| 31 Mar, 17 | 47,016,885 | -0.75% |
| 31 Dec, 16 | 47,374,147 | 1.04% |
| 30 Sep, 16 | 46,888,823 | -2.78% |
| 30 Jun, 16 | 48,228,110 | -1.10% |
| 31 Mar, 16 | 48,765,535 | -0.44% |
| 31 Dec, 15 | 48,978,734 | -0.04% |
| 30 Sep, 15 | 48,997,503 | -0.65% |
| 30 Jun, 15 | 49,319,701 | 6.65% |
| 31 Mar, 15 | 46,244,931 | -0.49% |
| 31 Dec, 14 | 46,474,390 | 19.67% |
| 30 Sep, 14 | 38,836,950 | 1.17% |
| 30 Jun, 14 | 38,387,984 | 1.75% |
| 31 Mar, 14 | 37,729,274 | 1.73% |
| 31 Dec, 13 | 37,088,758 | -0.54% |
| 30 Sep, 13 | 37,290,194 | 5.46% |
| 30 Jun, 13 | 35,360,423 | 122.51% |
| 31 Mar, 13 | 15,891,591 | -2.42% |
| 31 Dec, 12 | 16,286,253 | -0.45% |
| 30 Sep, 12 | 16,360,531 | -4.98% |
| 30 Jun, 12 | 17,217,968 | 4.74% |
| 31 Mar, 12 | 16,438,826 | 5.05% |
| 31 Dec, 11 | 15,648,451 | -4.43% |
| 30 Sep, 11 | 16,373,148 | -9.72% |
| 30 Jun, 11 | 18,135,814 | 4.56% |
| 31 Mar, 11 | 17,344,233 | 19.09% |
| 31 Dec, 10 | 14,563,569 | -4.13% |
| 30 Sep, 10 | 15,190,531 | 0.87% |
| 30 Jun, 10 | 15,059,016 | 18.58% |
| 31 Mar, 10 | 12,699,602 | 13.64% |
| 31 Dec, 09 | 11,175,599 | -13.29% |
| 30 Sep, 09 | 12,889,166 | 6.89% |
| 30 Jun, 09 | 12,058,350 | 42.67% |
| 31 Mar, 09 | 8,452,120 | -25.90% |
| 31 Dec, 08 | 11,407,030 | 7.25% |
| 30 Sep, 08 | 10,635,910 | 66.12% |
| 30 Jun, 08 | 6,402,548 | -32.81% |
| 31 Mar, 08 | 9,529,372 | 14.00% |
| 31 Dec, 07 | 8,359,062 | 24.70% |
| 30 Sep, 07 | 6,703,408 | 49.34% |
| 30 Jun, 07 | 4,488,805 | -25.01% |
| 31 Mar, 07 | 5,985,807 | 82.64% |
| 31 Dec, 06 | 3,277,315 | 15.43% |
| 30 Sep, 06 | 2,839,252 | -27.44% |
| 30 Jun, 06 | 3,912,969 | 34.72% |
| 31 Mar, 06 | 2,904,497 | -8.00% |
| 31 Dec, 05 | 3,157,148 | -54.89% |
| 30 Sep, 05 | 6,999,214 | 13.60% |
| 30 Jun, 05 | 6,161,491 | -4.11% |
| 31 Mar, 05 | 6,425,513 | 164.94% |
| 31 Dec, 04 | 2,425,282 | - |
NorthWestern (NWE) has 58.76M shares outstanding as of 30 Jun 24, up 1.03% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 95.85% | 1.06% |
| 31 Mar, 24 | 94.87% | 0.97% |
| 31 Dec, 23 | 98.95% | 1.05% |
| 30 Sep, 23 | 97.19% | 1.02% |
| 30 Jun, 23 | 97.51% | 1.03% |
| 31 Mar, 23 | 97.28% | 0.93% |
| 31 Dec, 22 | 102.01% | 1.02% |
| 30 Sep, 22 | 100.04% | 0.90% |
| 30 Jun, 22 | 105.19% | 0.92% |
| 31 Mar, 22 | 106.74% | 0.88% |
| 31 Dec, 21 | 110.22% | 1.23% |
| 30 Sep, 21 | 94.67% | 1.07% |
| 30 Jun, 21 | 94.26% | 1.05% |
| 31 Mar, 21 | 94.88% | 1.05% |
| 31 Dec, 20 | 95.10% | 1.03% |
| 30 Sep, 20 | 96.19% | 1.03% |
| 30 Jun, 20 | 96.43% | 1.04% |
| 31 Mar, 20 | 96.39% | 1.01% |
| 31 Dec, 19 | 97.52% | 1.01% |
| 30 Sep, 19 | 98.17% | 1.04% |
| 30 Jun, 19 | 97.03% | 1.02% |
| 31 Mar, 19 | 97.30% | 1.02% |
| 31 Dec, 18 | 97.57% | 1.03% |
| 30 Sep, 18 | 97.35% | 1.06% |
| 30 Jun, 18 | 95.98% | 1.12% |
| 31 Mar, 18 | 92.58% | 1.04% |
| 31 Dec, 17 | 94.46% | 1.05% |
| 30 Sep, 17 | 94.87% | 0.96% |
| 30 Jun, 17 | 99.61% | 1.05% |
| 31 Mar, 17 | 97.17% | 1.01% |
| 31 Dec, 16 | 98.09% | 1.04% |
| 30 Sep, 16 | 97.05% | 0.97% |
| 30 Jun, 16 | 99.83% | 0.98% |
| 31 Mar, 16 | 101.09% | 0.94% |
| 31 Dec, 15 | 103.55% | 0.96% |
| 30 Sep, 15 | 104.11% | 0.95% |
| 30 Jun, 15 | 104.84% | 1.08% |
| 31 Mar, 15 | 98.44% | 0.86% |
| 31 Dec, 14 | 106.96% | 1.09% |
| 30 Sep, 14 | 99.22% | 1.03% |
| 30 Jun, 14 | 98.09% | 1.04% |
| 31 Mar, 14 | 97.10% | 1.03% |
| 31 Dec, 13 | 97.23% | 1.03% |
| 30 Sep, 13 | 96.96% | 1.13% |
| 30 Jun, 13 | 92.83% | 5.14% |
| 31 Mar, 13 | 42.51% | 2.24% |
| 31 Dec, 12 | 43.56% | 2.25% |
| 30 Sep, 12 | 43.98% | 1.99% |
| 30 Jun, 12 | 47.00% | 2.30% |
| 31 Mar, 12 | 45.25% | 2.43% |
| 31 Dec, 11 | 43.16% | 2.12% |
| 30 Sep, 11 | 45.15% | 1.80% |
| 30 Jun, 11 | 50.02% | 2.18% |
| 31 Mar, 11 | 47.86% | 2.96% |
| 31 Dec, 10 | 40.24% | 2.28% |
| 30 Sep, 10 | 41.97% | 2.42% |
| 30 Jun, 10 | 41.62% | 3.38% |
| 31 Mar, 10 | 35.11% | 3.68% |
| 31 Dec, 09 | 30.90% | 2.41% |
| 30 Sep, 09 | 35.84% | 3.18% |
| 30 Jun, 09 | 33.55% | 6.06% |
| 31 Mar, 09 | 23.52% | 2.61% |
| 31 Dec, 08 | 30.04% | 3.85% |
| 30 Sep, 08 | 27.95% | 10.36% |
| 30 Jun, 08 | 16.43% | 2.75% |
| 31 Mar, 08 | 24.45% | 4.69% |
| 31 Dec, 07 | 22.82% | 6.53% |
| 30 Sep, 07 | 18.70% | 12.02% |
| 30 Jun, 07 | 12.47% | 4.44% |
| 31 Mar, 07 | 16.76% | 19.70% |
| 31 Dec, 06 | 9.22% | 14.43% |
| 30 Sep, 06 | 8.00% | 6.58% |
| 30 Jun, 06 | 11.02% | 16.54% |
| 31 Mar, 06 | 8.16% | 10.37% |
| 31 Dec, 05 | 8.87% | 2.30% |
| 30 Sep, 05 | 19.64% | 6.56% |
| 30 Jun, 05 | 17.30% | 5.31% |
| 31 Mar, 05 | 18.04% | 38.90% |
| 31 Dec, 04 | 6.81% | - |
As of 30 Jun 24, NorthWestern is held by 95.85% institutional shareholders, representing a 1.06% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 154 | -8.33% |
| 31 Mar, 24 | 168 | 18.31% |
| 31 Dec, 23 | 142 | 12.70% |
| 30 Sep, 23 | 126 | -19.23% |
| 30 Jun, 23 | 156 | 13.04% |
| 31 Mar, 23 | 138 | -18.82% |
| 31 Dec, 22 | 170 | -2.30% |
| 30 Sep, 22 | 174 | 27.94% |
| 30 Jun, 22 | 136 | -13.38% |
| 31 Mar, 22 | 157 | -5.99% |
| 31 Dec, 21 | 167 | 34.68% |
| 30 Sep, 21 | 124 | 5.08% |
| 30 Jun, 21 | 118 | 6.31% |
| 31 Mar, 21 | 111 | -5.13% |
| 31 Dec, 20 | 117 | -11.36% |
| 30 Sep, 20 | 132 | -5.71% |
| 30 Jun, 20 | 140 | 11.11% |
| 31 Mar, 20 | 126 | -2.33% |
| 31 Dec, 19 | 129 | 14.16% |
| 30 Sep, 19 | 113 | -15.04% |
| 30 Jun, 19 | 133 | -7.64% |
| 31 Mar, 19 | 144 | 20.00% |
| 31 Dec, 18 | 120 | -6.25% |
| 30 Sep, 18 | 128 | -5.19% |
| 30 Jun, 18 | 135 | 3.85% |
| 31 Mar, 18 | 130 | 0.78% |
| 31 Dec, 17 | 129 | 15.18% |
| 30 Sep, 17 | 112 | -2.61% |
| 30 Jun, 17 | 115 | -14.18% |
| 31 Mar, 17 | 134 | -2.90% |
| 31 Dec, 16 | 138 | 30.19% |
| 30 Sep, 16 | 106 | -7.83% |
| 30 Jun, 16 | 115 | 2.68% |
| 31 Mar, 16 | 112 | -1.75% |
| 31 Dec, 15 | 114 | 17.53% |
| 30 Sep, 15 | 97 | 12.79% |
| 30 Jun, 15 | 86 | -9.47% |
| 31 Mar, 15 | 95 | -21.49% |
| 31 Dec, 14 | 121 | 57.14% |
| 30 Sep, 14 | 77 | -11.49% |
| 30 Jun, 14 | 87 | -2.25% |
| 31 Mar, 14 | 89 | 3.49% |
| 31 Dec, 13 | 86 | -7.53% |
| 30 Sep, 13 | 93 | -36.30% |
| 30 Jun, 13 | 146 | 247.62% |
| 31 Mar, 13 | 42 | 20.00% |
| 31 Dec, 12 | 35 | -33.96% |
| 30 Sep, 12 | 53 | 3.92% |
| 30 Jun, 12 | 51 | - |
| 31 Mar, 12 | 51 | 45.71% |
| 31 Dec, 11 | 35 | 9.38% |
| 30 Sep, 11 | 32 | -8.57% |
| 30 Jun, 11 | 35 | 2.94% |
| 31 Mar, 11 | 34 | 36.00% |
| 31 Dec, 10 | 25 | -7.41% |
| 30 Sep, 10 | 27 | -15.63% |
| 30 Jun, 10 | 32 | 10.34% |
| 31 Mar, 10 | 29 | 38.10% |
| 31 Dec, 09 | 21 | -4.55% |
| 30 Sep, 09 | 22 | -29.03% |
| 30 Jun, 09 | 31 | 29.17% |
| 31 Mar, 09 | 24 | -33.33% |
| 31 Dec, 08 | 36 | 38.46% |
| 30 Sep, 08 | 26 | 23.81% |
| 30 Jun, 08 | 21 | 16.67% |
| 31 Mar, 08 | 18 | -28.00% |
| 31 Dec, 07 | 25 | 47.06% |
| 30 Sep, 07 | 17 | 6.25% |
| 30 Jun, 07 | 16 | -23.81% |
| 31 Mar, 07 | 21 | -4.55% |
| 31 Dec, 06 | 22 | 100.00% |
| 30 Sep, 06 | 11 | -15.38% |
| 30 Jun, 06 | 13 | 8.33% |
| 31 Mar, 06 | 12 | -29.41% |
| 31 Dec, 05 | 17 | 13.33% |
| 30 Sep, 05 | 15 | -11.76% |
| 30 Jun, 05 | 17 | 41.67% |
| 31 Mar, 05 | 12 | 20.00% |
| 31 Dec, 04 | 10 | - |
154 institutional shareholders have increased their position in NWE stock as of 30 Jun 24 compared to 168 in the previous quarter (a -8.33% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 91 | -9.90% |
| 31 Mar, 24 | 101 | 7.45% |
| 31 Dec, 23 | 94 | -11.32% |
| 30 Sep, 23 | 106 | 26.19% |
| 30 Jun, 23 | 84 | -9.68% |
| 31 Mar, 23 | 93 | 9.41% |
| 31 Dec, 22 | 85 | 18.06% |
| 30 Sep, 22 | 72 | -26.53% |
| 30 Jun, 22 | 98 | 27.27% |
| 31 Mar, 22 | 77 | 6.94% |
| 31 Dec, 21 | 72 | -16.28% |
| 30 Sep, 21 | 86 | -14.85% |
| 30 Jun, 21 | 101 | 5.21% |
| 31 Mar, 21 | 96 | -4.00% |
| 31 Dec, 20 | 100 | 4.17% |
| 30 Sep, 20 | 96 | -4.00% |
| 30 Jun, 20 | 100 | -5.66% |
| 31 Mar, 20 | 106 | 2.91% |
| 31 Dec, 19 | 103 | -15.57% |
| 30 Sep, 19 | 122 | 10.91% |
| 30 Jun, 19 | 110 | 11.11% |
| 31 Mar, 19 | 99 | -1.98% |
| 31 Dec, 18 | 101 | 18.82% |
| 30 Sep, 18 | 85 | -5.56% |
| 30 Jun, 18 | 90 | 23.29% |
| 31 Mar, 18 | 73 | -7.59% |
| 31 Dec, 17 | 79 | -3.66% |
| 30 Sep, 17 | 82 | 2.50% |
| 30 Jun, 17 | 80 | 3.90% |
| 31 Mar, 17 | 77 | 2.67% |
| 31 Dec, 16 | 75 | -9.64% |
| 30 Sep, 16 | 83 | 10.67% |
| 30 Jun, 16 | 75 | 1.35% |
| 31 Mar, 16 | 74 | 13.85% |
| 31 Dec, 15 | 65 | -5.80% |
| 30 Sep, 15 | 69 | -10.39% |
| 30 Jun, 15 | 77 | 6.94% |
| 31 Mar, 15 | 72 | 18.03% |
| 31 Dec, 14 | 61 | -25.61% |
| 30 Sep, 14 | 82 | 15.49% |
| 30 Jun, 14 | 71 | -6.58% |
| 31 Mar, 14 | 76 | 11.76% |
| 31 Dec, 13 | 68 | 17.24% |
| 30 Sep, 13 | 58 | 123.08% |
| 30 Jun, 13 | 26 | -10.34% |
| 31 Mar, 13 | 29 | -12.12% |
| 31 Dec, 12 | 33 | 57.14% |
| 30 Sep, 12 | 21 | -22.22% |
| 30 Jun, 12 | 27 | 28.57% |
| 31 Mar, 12 | 21 | -19.23% |
| 31 Dec, 11 | 26 | -3.70% |
| 30 Sep, 11 | 27 | 8.00% |
| 30 Jun, 11 | 25 | 31.58% |
| 31 Mar, 11 | 19 | -9.52% |
| 31 Dec, 10 | 21 | - |
| 30 Sep, 10 | 21 | 31.25% |
| 30 Jun, 10 | 16 | -11.11% |
| 31 Mar, 10 | 18 | 12.50% |
| 31 Dec, 09 | 16 | -5.88% |
| 30 Sep, 09 | 17 | 70.00% |
| 30 Jun, 09 | 10 | -16.67% |
| 31 Mar, 09 | 12 | 20.00% |
| 31 Dec, 08 | 10 | -23.08% |
| 30 Sep, 08 | 13 | 44.44% |
| 30 Jun, 08 | 9 | - |
| 31 Mar, 08 | 9 | 80.00% |
| 31 Dec, 07 | 5 | -28.57% |
| 30 Sep, 07 | 7 | -22.22% |
| 30 Jun, 07 | 9 | 80.00% |
| 31 Mar, 07 | 5 | 25.00% |
| 31 Dec, 06 | 4 | -33.33% |
| 30 Sep, 06 | 6 | -14.29% |
| 30 Jun, 06 | 7 | -41.67% |
| 31 Mar, 06 | 12 | 100.00% |
| 31 Dec, 05 | 6 | -14.29% |
| 30 Sep, 05 | 7 | 75.00% |
| 30 Jun, 05 | 4 | 300.00% |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | - | - |
91 institutional shareholders have reduced their position in NWE stock as of 30 Jun 24 compared to 101 in the previous quarter (a -9.90% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 289 | -4.93% | 58,757,607 | 1.03% | 95.85% | 1.06% | 154 | -8.33% | 91 | -9.90% |
| 31 Mar, 24 | 304 | 10.95% | 58,155,865 | -2.81% | 94.87% | 0.97% | 168 | 18.31% | 101 | 7.45% |
| 31 Dec, 23 | 274 | 1.48% | 59,839,966 | 1.87% | 98.95% | 1.05% | 142 | 12.70% | 94 | -11.32% |
| 30 Sep, 23 | 270 | -5.59% | 58,742,307 | 0.73% | 97.19% | 1.02% | 126 | -19.23% | 106 | 26.19% |
| 30 Jun, 23 | 286 | -0.69% | 58,313,961 | 0.28% | 97.51% | 1.03% | 156 | 13.04% | 84 | -9.68% |
| 31 Mar, 23 | 288 | -3.36% | 58,152,854 | 2.22% | 97.28% | 0.93% | 138 | -18.82% | 93 | 9.41% |
| 31 Dec, 22 | 298 | 4.56% | 56,890,113 | 0.98% | 102.01% | 1.02% | 170 | -2.30% | 85 | 18.06% |
| 30 Sep, 22 | 285 | 2.52% | 56,335,796 | -1.32% | 100.04% | 0.90% | 174 | 27.94% | 72 | -26.53% |
| 30 Jun, 22 | 278 | 1.83% | 57,090,800 | -1.13% | 105.19% | 0.92% | 136 | -13.38% | 98 | 27.27% |
| 31 Mar, 22 | 273 | -1.09% | 57,743,997 | 0.96% | 106.74% | 0.88% | 157 | -5.99% | 77 | 6.94% |
| 31 Dec, 21 | 276 | 5.34% | 57,197,331 | 16.43% | 110.22% | 1.23% | 167 | 34.68% | 72 | -16.28% |
| 30 Sep, 21 | 262 | 1.16% | 49,126,490 | 2.22% | 94.67% | 1.07% | 124 | 5.08% | 86 | -14.85% |
| 30 Jun, 21 | 259 | 4.02% | 48,060,830 | 0.04% | 94.26% | 1.05% | 118 | 6.31% | 101 | 5.21% |
| 31 Mar, 21 | 249 | -2.73% | 48,039,218 | -0.09% | 94.88% | 1.05% | 111 | -5.13% | 96 | -4.00% |
| 31 Dec, 20 | 256 | -1.16% | 48,080,956 | -1.17% | 95.10% | 1.03% | 117 | -11.36% | 100 | 4.17% |
| 30 Sep, 20 | 259 | -2.63% | 48,650,139 | -0.23% | 96.19% | 1.03% | 132 | -5.71% | 96 | -4.00% |
| 30 Jun, 20 | 266 | -0.37% | 48,764,449 | 0.16% | 96.43% | 1.04% | 140 | 11.11% | 100 | -5.66% |
| 31 Mar, 20 | 267 | -4.98% | 48,684,881 | -1.05% | 96.39% | 1.01% | 126 | -2.33% | 106 | 2.91% |
| 31 Dec, 19 | 281 | -1.75% | 49,199,979 | -0.65% | 97.52% | 1.01% | 129 | 14.16% | 103 | -15.57% |
| 30 Sep, 19 | 286 | 0.70% | 49,523,289 | 1.19% | 98.17% | 1.04% | 113 | -15.04% | 122 | 10.91% |
| 30 Jun, 19 | 284 | -1.39% | 48,941,854 | -0.16% | 97.03% | 1.02% | 133 | -7.64% | 110 | 11.11% |
| 31 Mar, 19 | 288 | 11.20% | 49,020,052 | -0.28% | 97.30% | 1.02% | 144 | 20.00% | 99 | -1.98% |
| 31 Dec, 18 | 259 | 0.39% | 49,156,498 | 0.35% | 97.57% | 1.03% | 120 | -6.25% | 101 | 18.82% |
| 30 Sep, 18 | 258 | 1.57% | 48,985,444 | 2.34% | 97.35% | 1.06% | 128 | -5.19% | 85 | -5.56% |
| 30 Jun, 18 | 254 | 3.67% | 47,865,507 | 4.63% | 95.98% | 1.12% | 135 | 3.85% | 90 | 23.29% |
| 31 Mar, 18 | 245 | -1.61% | 45,749,237 | -1.99% | 92.58% | 1.04% | 130 | 0.78% | 73 | -7.59% |
| 31 Dec, 17 | 249 | 3.32% | 46,678,640 | 1.48% | 94.46% | 1.05% | 129 | 15.18% | 79 | -3.66% |
| 30 Sep, 17 | 241 | 1.26% | 45,997,907 | -4.69% | 94.87% | 0.96% | 112 | -2.61% | 82 | 2.50% |
| 30 Jun, 17 | 238 | -3.25% | 48,261,165 | 2.65% | 99.61% | 1.05% | 115 | -14.18% | 80 | 3.90% |
| 31 Mar, 17 | 246 | 0.82% | 47,016,885 | -0.75% | 97.17% | 1.01% | 134 | -2.90% | 77 | 2.67% |
| 31 Dec, 16 | 244 | 11.42% | 47,374,147 | 1.04% | 98.09% | 1.04% | 138 | 30.19% | 75 | -9.64% |
| 30 Sep, 16 | 219 | -1.79% | 46,888,823 | -2.78% | 97.05% | 0.97% | 106 | -7.83% | 83 | 10.67% |
| 30 Jun, 16 | 223 | 2.76% | 48,228,110 | -1.10% | 99.83% | 0.98% | 115 | 2.68% | 75 | 1.35% |
| 31 Mar, 16 | 217 | 3.33% | 48,765,535 | -0.44% | 101.09% | 0.94% | 112 | -1.75% | 74 | 13.85% |
| 31 Dec, 15 | 210 | 3.96% | 48,978,734 | -0.04% | 103.55% | 0.96% | 114 | 17.53% | 65 | -5.80% |
| 30 Sep, 15 | 202 | 2.02% | 48,997,503 | -0.65% | 104.11% | 0.95% | 97 | 12.79% | 69 | -10.39% |
| 30 Jun, 15 | 198 | - | 49,319,701 | 6.65% | 104.84% | 1.08% | 86 | -9.47% | 77 | 6.94% |
| 31 Mar, 15 | 198 | -2.94% | 46,244,931 | -0.49% | 98.44% | 0.86% | 95 | -21.49% | 72 | 18.03% |
| 31 Dec, 14 | 204 | 7.37% | 46,474,390 | 19.67% | 106.96% | 1.09% | 121 | 57.14% | 61 | -25.61% |
| 30 Sep, 14 | 190 | -2.56% | 38,836,950 | 1.17% | 99.22% | 1.03% | 77 | -11.49% | 82 | 15.49% |
| 30 Jun, 14 | 195 | 1.56% | 38,387,984 | 1.75% | 98.09% | 1.04% | 87 | -2.25% | 71 | -6.58% |
| 31 Mar, 14 | 192 | 9.09% | 37,729,274 | 1.73% | 97.10% | 1.03% | 89 | 3.49% | 76 | 11.76% |
| 31 Dec, 13 | 176 | -3.83% | 37,088,758 | -0.54% | 97.23% | 1.03% | 86 | -7.53% | 68 | 17.24% |
| 30 Sep, 13 | 183 | -2.66% | 37,290,194 | 5.46% | 96.96% | 1.13% | 93 | -36.30% | 58 | 123.08% |
| 30 Jun, 13 | 188 | 123.81% | 35,360,423 | 122.51% | 92.83% | 5.14% | 146 | 247.62% | 26 | -10.34% |
| 31 Mar, 13 | 84 | 2.44% | 15,891,591 | -2.42% | 42.51% | 2.24% | 42 | 20.00% | 29 | -12.12% |
| 31 Dec, 12 | 82 | -3.53% | 16,286,253 | -0.45% | 43.56% | 2.25% | 35 | -33.96% | 33 | 57.14% |
| 30 Sep, 12 | 85 | -5.56% | 16,360,531 | -4.98% | 43.98% | 1.99% | 53 | 3.92% | 21 | -22.22% |
| 30 Jun, 12 | 90 | 13.92% | 17,217,968 | 4.74% | 47.00% | 2.30% | 51 | - | 27 | 28.57% |
| 31 Mar, 12 | 79 | 12.86% | 16,438,826 | 5.05% | 45.25% | 2.43% | 51 | 45.71% | 21 | -19.23% |
| 31 Dec, 11 | 70 | -4.11% | 15,648,451 | -4.43% | 43.16% | 2.12% | 35 | 9.38% | 26 | -3.70% |
| 30 Sep, 11 | 73 | 12.31% | 16,373,148 | -9.72% | 45.15% | 1.80% | 32 | -8.57% | 27 | 8.00% |
| 30 Jun, 11 | 65 | 6.56% | 18,135,814 | 4.56% | 50.02% | 2.18% | 35 | 2.94% | 25 | 31.58% |
| 31 Mar, 11 | 61 | 12.96% | 17,344,233 | 19.09% | 47.86% | 2.96% | 34 | 36.00% | 19 | -9.52% |
| 31 Dec, 10 | 54 | -6.90% | 14,563,569 | -4.13% | 40.24% | 2.28% | 25 | -7.41% | 21 | - |
| 30 Sep, 10 | 58 | 7.41% | 15,190,531 | 0.87% | 41.97% | 2.42% | 27 | -15.63% | 21 | 31.25% |
| 30 Jun, 10 | 54 | 1.89% | 15,059,016 | 18.58% | 41.62% | 3.38% | 32 | 10.34% | 16 | -11.11% |
| 31 Mar, 10 | 53 | 10.42% | 12,699,602 | 13.64% | 35.11% | 3.68% | 29 | 38.10% | 18 | 12.50% |
| 31 Dec, 09 | 48 | - | 11,175,599 | -13.29% | 30.90% | 2.41% | 21 | -4.55% | 16 | -5.88% |
| 30 Sep, 09 | 48 | - | 12,889,166 | 6.89% | 35.84% | 3.18% | 22 | -29.03% | 17 | 70.00% |
| 30 Jun, 09 | 48 | 20.00% | 12,058,350 | 42.67% | 33.55% | 6.06% | 31 | 29.17% | 10 | -16.67% |
| 31 Mar, 09 | 40 | -20.00% | 8,452,120 | -25.90% | 23.52% | 2.61% | 24 | -33.33% | 12 | 20.00% |
| 31 Dec, 08 | 50 | 13.64% | 11,407,030 | 7.25% | 30.04% | 3.85% | 36 | 38.46% | 10 | -23.08% |
| 30 Sep, 08 | 44 | 33.33% | 10,635,910 | 66.12% | 27.95% | 10.36% | 26 | 23.81% | 13 | 44.44% |
| 30 Jun, 08 | 33 | 6.45% | 6,402,548 | -32.81% | 16.43% | 2.75% | 21 | 16.67% | 9 | - |
| 31 Mar, 08 | 31 | -8.82% | 9,529,372 | 14.00% | 24.45% | 4.69% | 18 | -28.00% | 9 | 80.00% |
| 31 Dec, 07 | 34 | 36.00% | 8,359,062 | 24.70% | 22.82% | 6.53% | 25 | 47.06% | 5 | -28.57% |
| 30 Sep, 07 | 25 | -13.79% | 6,703,408 | 49.34% | 18.70% | 12.02% | 17 | 6.25% | 7 | -22.22% |
| 30 Jun, 07 | 29 | 3.57% | 4,488,805 | -25.01% | 12.47% | 4.44% | 16 | -23.81% | 9 | 80.00% |
| 31 Mar, 07 | 28 | - | 5,985,807 | 82.64% | 16.76% | 19.70% | 21 | -4.55% | 5 | 25.00% |
| 31 Dec, 06 | 28 | 27.27% | 3,277,315 | 15.43% | 9.22% | 14.43% | 22 | 100.00% | 4 | -33.33% |
| 30 Sep, 06 | 22 | -4.35% | 2,839,252 | -27.44% | 8.00% | 6.58% | 11 | -15.38% | 6 | -14.29% |
| 30 Jun, 06 | 23 | -14.81% | 3,912,969 | 34.72% | 11.02% | 16.54% | 13 | 8.33% | 7 | -41.67% |
| 31 Mar, 06 | 27 | -3.57% | 2,904,497 | -8.00% | 8.16% | 10.37% | 12 | -29.41% | 12 | 100.00% |
| 31 Dec, 05 | 28 | 21.74% | 3,157,148 | -54.89% | 8.87% | 2.30% | 17 | 13.33% | 6 | -14.29% |
| 30 Sep, 05 | 23 | 9.52% | 6,999,214 | 13.60% | 19.64% | 6.56% | 15 | -11.76% | 7 | 75.00% |
| 30 Jun, 05 | 21 | 61.54% | 6,161,491 | -4.11% | 17.30% | 5.31% | 17 | 41.67% | 4 | 300.00% |
| 31 Mar, 05 | 13 | 30.00% | 6,425,513 | 164.94% | 18.04% | 38.90% | 12 | 20.00% | 1 | - |
| 31 Dec, 04 | 10 | - | 2,425,282 | - | 6.81% | - | 10 | - | - | - |
NorthWestern Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of NorthWestern's stock was made by LaFave Bleau on Jun 16 2023, selling - shares at - per share (valued at -).
NorthWestern Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2023 | 1 | 3 | 33.33% |
| Q1 2023 | 33 | 2 | 1650.00% |
| Q4 2022 | 10 | 3 | 333.33% |
| Q3 2022 | 1 | 2 | 50.00% |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 25 | 4 | 625.00% |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | 3 | - |
| Q2 2021 | - | 4 | - |
| Q1 2021 | 26 | 6 | 433.33% |
| Q4 2020 | - | 2 | - |
| Q3 2020 | 3 | 1 | 300.00% |
| Q2 2020 | - | 2 | - |
| Q1 2020 | 27 | 7 | 385.71% |
| Q4 2019 | 2 | 2 | 100.00% |
| Q3 2019 | - | 3 | - |
| Q2 2019 | - | 2 | - |
| Q1 2019 | 23 | 3 | 766.67% |
| Q4 2018 | - | 3 | - |
| Q3 2018 | 2 | 1 | 200.00% |
1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by NorthWestern's insiders, as of Q2 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 2 | - |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | 4 | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | 3 | - |
| Q2 2021 | - | 4 | - |
| Q1 2021 | - | 4 | - |
| Q4 2020 | - | 2 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | - | 7 | - |
| Q4 2019 | - | 2 | - |
| Q3 2019 | - | 3 | - |
| Q2 2019 | - | 1 | - |
| Q1 2019 | - | 3 | - |
| Q4 2018 | - | 2 | - |
| Q3 2018 | 1 | 1 | 100.00% |
As of Q2 2023, Insider owners conducted 0 open market buy trades and 1 open market sell trades of NorthWestern's stocks.
NWE Ownership FAQ
Who Owns NorthWestern?
NorthWestern is owned by institutional shareholders (95.85%), insiders (0.94%), and public (3.21%). The largest institutional shareholder of NorthWestern is BLACKROCK INC. (15.30% of total shares) and the top mutual fund owner is AGF Investments Trust (1.11% of total shares).
Who are the major institutional shareholders of NorthWestern?
NorthWestern's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, AMERICAN CENTURY COMPANIES INC, STATE STREET CORP, and RIVER ROAD ASSET MANAGEMENT, LLC. The top five shareholders own together 40.45% of the company's share outstanding.
How many NorthWestern shareholders are there?
As of Jun 2024, there are 289 institutional shareholders of NorthWestern.
What percentage of NorthWestern is owned by BLACKROCK INC?
BLACKROCK INC owns 9.38M shares of NorthWestern, representing 15.30% of the company's total shares outstanding, valued at $469.7M (as of Jun 2024).
What percentage of NorthWestern is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 6.76M shares of NorthWestern (NWE), compromising 11.03% of the company, valued at $338.68M.
What percentage of NorthWestern is owned by AMERICAN CENTURY COMPANIES INC?
AMERICAN CENTURY COMPANIES INC is the third largest holder of NorthWestern. The company owns 3.97M of the company's shares outstanding (worth $198.74M).