NorthWestern Ownership | Who Owns NorthWestern?
NorthWestern Ownership Summary
NorthWestern is owned by 94.72% institutional investors, 0.57% insiders, and 4.70% retail investors. Blackrock is the largest institutional shareholder, holding 15.30% of NWE shares. American Century Mid Cap Value Inv is the top mutual fund, with 4.38% of its assets in NorthWestern shares.
NWE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NorthWestern | 94.72% | 0.57% | 4.70% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
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 |
|---|---|---|---|
| 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 |
| Oliver luxxe assets | 49.96K | 0.53% | $2.50M |
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 |
| Corebridge financial | 110.22K | 0.03% | 110.22K |
| Aqr capital management | 396.41K | 0.03% | 105.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 891.10K | 0.00% | -520.98K |
| Verition fund management | - | - | -134.15K |
| First washington | - | - | -113.80K |
| American group | - | - | -110.97K |
| Invesco | 812.42K | 0.01% | -110.83K |
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 |
|---|---|
| Innealta capital | -2.00 |
| Sachetta | -14.00 |
| Quest partners | -22.00 |
| Triad wealth partners | -23.00 |
| Northwestern mutual wealth management | -34.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 305 | 2.69% | 58,065,894 | -1.28% | 94 | 1.03% | 159 | 0.63% | 108 | 16.13% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Century Mid Cap Value Inv | 2.69M | 4.38% | -111.01K |
| American Century U.S. Mid Cap Value | 2.69M | 4.38% | -111.01K |
| iShares Core S&P Mid-Cap ETF | 1.97M | 3.21% | 3.83K |
| Vanguard Total Stock Mkt Idx Inv | 1.97M | 3.21% | -9.77K |
| iShares Russell 2000 ETF | 1.71M | 2.79% | -3.57K |
| Vanguard Small Cap Index | 1.54M | 2.51% | 3.00K |
| iShares Select Dividend ETF | 1.34M | 2.18% | 1.35K |
| Franklin Utilities Fund A1 | 1.30M | 2.12% | - |
| Franklin Utilities A1 | 1.30M | 2.12% | - |
| FullerThaler Behavioral Small-Cap Value | 1.09M | 1.78% | -210.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 12, 2024 | Clark Anthony Thomas | - | Sell | $384.43K |
| Dec 09, 2024 | Ide Britt E | - | Sell | $37.50K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q1 | - | - |
| 2023 Q2 | - | 1 |
| 2023 Q1 | - | 2 |
| 2022 Q4 | - | 3 |
NWE Ownership FAQ
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