NorthWestern Ownership | Who Owns NorthWestern?

Overview Forecast RevenueFinancials Chart Transcripts

NorthWestern Ownership Summary

NorthWestern is owned by 95.94% institutional investors, 0.57% insiders, and 3.48% retail investors. Blackrock is the largest institutional shareholder, holding 15.30% of NWE shares. American Century U.S. Mid Cap Value is the top mutual fund, with 4.38% of its assets in NorthWestern shares.

NWE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NorthWestern	95.94%	0.57%	3.48%
Sector	Utilities Stocks	58.57%	6.53%	34.90%
Industry	Diversified Utilities Stocks List	62.31%	5.41%	32.28%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	9.38M	15.30%	$469.70M
Vanguard group	6.76M	11.03%	$338.68M
American century companies	3.97M	6.47%	$198.74M
State street	2.46M	4.02%	$123.31M
River road asset management	2.22M	3.62%	$111.20M
Victory capital management	2.13M	3.47%	$106.60M
Geode capital management	1.50M	2.45%	$75.20M
Macquarie group	1.43M	2.33%	$71.54M
Franklin resources	1.34M	2.19%	$67.17M
Westwood group	1.23M	2.01%	$61.67M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
First washington	113.80K	2.11%	$5.70M
River road asset management	2.22M	1.60%	$111.20M
Systematic financial management lp	957.17K	1.46%	$47.94M
Dc investments management	30.67K	1.29%	$1.54M
First premier bank	74.27K	0.99%	$3.72M
Dean investment associates	121.55K	0.87%	$6.09M
Stockman wealth management	97.03K	0.85%	$4.86M
Liberty one investment management	143.84K	0.81%	$7.20M
Dean capital management	11.79K	0.76%	$590.49K
Pullen investment management	18.20K	0.76%	$912.01K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	733.94K	0.01%	733.94K
Neuberger berman group	933.70K	0.04%	314.10K
Mirae asset global etfs	282.29K	0.03%	282.29K
Verition fund management	134.15K	0.04%	114.04K
Corebridge financial	110.22K	0.03%	110.22K

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	891.10K	0.00%	-520.98K
American group	-	-	-110.97K
Invesco	812.42K	0.01%	-110.83K
Macquarie group	1.43M	0.08%	-85.44K
Westwood group	1.23M	0.29%	-81.16K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	733.94K	0.01%	733.94K	$36.76M
Mirae asset global etfs	282.29K	0.03%	282.29K	$14.14M
Corebridge financial	110.22K	0.03%	110.22K	$5.52M
Inspire advisors	33.71K	0.22%	33.71K	$1.69M
Qube research	22.90K	0.00%	22.90K	$1.15M

Sold Out

Holder	Change
Sachetta	-14.00
Quest partners	-22.00
Northwestern mutual wealth management	-34.00
Advisornet financial	-41.00
Fidelis capital partners	-549.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	293	-3.62%	58,812,951	1.13%	95	1.07%	156	-7.14%	92	-8.91%
Mar 31, 2024	304	10.95%	58,155,865	-2.81%	94	0.97%	168	18.31%	101	7.45%
Dec 31, 2023	274	1.48%	59,839,966	1.87%	98	1.05%	142	12.70%	94	-11.32%
Sep 30, 2023	270	-5.59%	58,742,307	0.73%	97	1.02%	126	-19.23%	106	26.19%
Jun 30, 2023	286	-0.69%	58,313,961	0.28%	97	1.03%	156	13.04%	84	-9.68%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Century U.S. Mid Cap Value	2.69M	4.38%	-111.01K
American Century Mid Cap Value Inv	2.69M	4.38%	-111.01K
Vanguard Total Stock Mkt Idx Inv	1.98M	3.22%	1.40K
iShares Core S&P Mid-Cap ETF	1.93M	3.15%	1.04K
iShares Russell 2000 ETF	1.59M	2.59%	-3.57K
Vanguard Small Cap Index	1.53M	2.50%	-17.31K
iShares Select Dividend ETF	1.34M	2.18%	-450.00
Franklin Utilities A1	1.30M	2.12%	-
Franklin Utilities Fund A1	1.30M	2.12%	-
FullerThaler Behavioral Small-Cap Value	1.09M	1.78%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 16, 2023	Ide Britt E	-	Sell	$70.38K
Mar 06, 2023	HORSFALL JAN ROBERT	-	Sell	$160.33K
Feb 23, 2023	Ide Britt E	-	Sell	$86.50K
Nov 14, 2022	Schroeppel Bobbi L	VP HR, CC & Comm	Sell	$47.98K
Nov 03, 2022	BIRD BRIAN B	President and COO	Sell	$357.07K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q1	-	-
2023 Q2	-	1
2023 Q1	-	2
2022 Q4	-	3

NWE Ownership FAQ

Who Owns NorthWestern?

NorthWestern shareholders are primarily institutional investors at 95.94%, followed by 0.57% insiders and 3.49% retail investors. The average institutional ownership in NorthWestern's industry, Diversified Utilities Stocks List, is 62.31%, which NorthWestern exceeds.

Who owns the most shares of NorthWestern?

NorthWestern’s largest shareholders are Blackrock (9.38M shares, 15.30%), Vanguard group (6.76M shares, 11.03%), and American century companies (3.97M shares, 6.47%). Together, they hold 32.81% of NorthWestern’s total shares outstanding.

Does Blackrock own NorthWestern?

Yes, BlackRock owns 15.30% of NorthWestern, totaling 9.38M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 469.7M$. In the last quarter, BlackRock increased its holdings by 5.16K shares, a 0.06% change.

Who is NorthWestern’s biggest shareholder by percentage of total assets invested?

First washington is NorthWestern’s biggest shareholder by percentage of total assets invested, with 2.11% of its assets in 113.8K NorthWestern shares, valued at 5.7M$.

Who is the top mutual fund holder of NorthWestern shares?

American Century U.S. Mid Cap Value is the top mutual fund holder of NorthWestern shares, with 4.38% of its total shares outstanding invested in 2.69M NorthWestern shares.

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