| 0.07% |
| 4 | STATE STREET CORP | 17.7M | $1.35B | -2.2% | 5.646% | 0.02% |
| 5 | JPMORGAN CHASE & CO | 16.4M | $1.28B | +3.6% | 5.233% | 0.07% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 12.2M | $930.1M | +82.7% | 3.877% | 0.16% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 8.7M | $666.1M | +2.5% | 2.787% | 0.04% |
| 8 | DEUTSCHE BANK AG\ | 8.1M | $618.3M | +4.3% | 2.577% | 0.18% |
| 9 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | 7.9M | $603.0M | -3.1% | 2.514% | 0.46% |
| 10 | Invesco Ltd. | 7.6M | $582.7M | -0.4% | 2.429% | 0.05% |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7.2M | $576.0M | -5.1% | 2.309% | 0.18% |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 6.6M | $504.6M | -3.6% | 2.103% | 0.28% |
| 13 | AMERIPRISE FINANCIAL INC | 6.5M | $494.0M | +31.0% | 2.060% | 0.10% |
| 14 | Capital International Investors | 5.3M | $405.7M | — | 1.691% | 0.08% |
| 15 | WELLS FARGO & COMPANY/MN | 5.2M | $401.2M | -3.3% | 1.673% | 0.06% |
| 16 | GOLDMAN SACHS GROUP INC | 4.8M | $370.6M | +1.4% | 1.545% | 0.03% |
| 17 | NORGES BANK | 4.8M | $370.0M | — | 1.543% | 0.04% |
| 18 | GQG Partners LLC | 4.8M | $363.4M | +7.6% | 1.515% | 0.68% |
| 19 | Pictet Asset Management Holding SA | 4.3M | $326.5M | +2.4% | 1.361% | 0.31% |
| 20 | MORGAN STANLEY | 4.1M | $311.4M | -13.7% | 1.298% | 0.02% |
| 21 | BANK OF AMERICA CORP /DE/ | 3.5M | $270.3M | -3.7% | 1.127% | 0.02% |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 3.2M | $243.7M | +2.5% | 1.016% | 0.04% |
| 23 | FIL Ltd | 2.7M | $203.1M | -12.5% | 0.847% | 0.15% |
| 24 | NORTHERN TRUST CORP | 2.6M | $202.4M | -2.9% | 0.844% | 0.02% |
| 25 | Magellan Asset Management Ltd | 2.5M | $194.2M | +25.7% | 0.810% | 4.34% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CMS — a direct measure of their conviction.
| 91.09% |
| +0.11 pp |
| $19.29B |
| +12% |
| Q4 2024 | 699 | +1.9% | 90.98% | +0.14 pp | $17.15B | 6.1% |
| Q3 2024 | 686 | — | 90.84% | — | $18.27B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
93 institutions opened new positions in CMS during Q2 2026, while 81 fully exited. 291 added to existing positions and 408 trimmed.
CMS institutional ownership rose by 5.62 percentage points quarter-over-quarter, with a net change of +21 holders.
The top 10 institutions account for 49.4% of all reported 13F value in CMS, and the top 25 account for 71.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CMS Energy Corporation (CMS) Institutional Ownership