Who Holds CMS Energy Corp (CMS)? 819 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 819 holders, $23.4 billion in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| BlackRock, Inc. | 33,068,880 | $2.5 billion | -1% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,166,948 | $1.5 billion | +1% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,050,893 | $1.5 billion | +1% | 13F |
| STATE STREET CORP | 17,705,946 | $1.4 billion | -2% | 13F |
| JPMORGAN CHASE & CO | 16,409,389 | $1.3 billion | +4% | 13F |
| WELLINGTON MANAGEMENT GROUP LLP | 12,158,296 | $930 million | +83% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 8,740,533 | $666 million | +2% | 13F |
| DEUTSCHE BANK AG\ | 8,082,021 | $618 million | +4% | 13F |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,882,550 | $603 million | -3% | 13F |
| Invesco Ltd. | 7,616,465 | $583 million | 0% | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7,242,159 | $576 million | -5% | 13F |
| VICTORY CAPITAL MANAGEMENT INC | 6,595,840 | $505 million | -4% | 13F |
| AMERIPRISE FINANCIAL INC | 6,461,250 | $494 million | +31% | 13F |
| Capital International Investors | 5,302,655 | $406 million | New | 13F |
| WELLS FARGO & COMPANY/MN | 5,245,081 | $401 million | -3% | 13F |
| GOLDMAN SACHS GROUP INC | 4,844,029 | $371 million | +1% | 13F |
| NORGES BANK | 4,837,123 | $370 million | New | 13F |
| GQG Partners LLC | 4,750,161 | $363 million | +8% | 13F |
| Pictet Asset Management Holding SA | 4,268,534 | $327 million | +2% | 13F |
| MORGAN STANLEY | 4,070,310 | $311 million | -14% | 13F |
| BANK OF AMERICA CORP /DE/ | 3,533,370 | $270 million | -4% | 13F |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,186,256 | $244 million | +2% | 13F |
| FIL Ltd | 2,655,502 | $203 million | -13% | 13F |
| NORTHERN TRUST CORP | 2,646,188 | $202 million | -3% | 13F |
| Magellan Asset Management Ltd | 2,539,050 | $194 million | +26% | 13F |
| Legal & General Group Plc | 2,475,430 | $189 million | -4% | 13F |
| Bank of New York Mellon Corp | 2,415,234 | $185 million | -5% | 13F |
| PARNASSUS INVESTMENTS, LLC | 2,219,735 | $170 million | +14% | 13F |
| BARCLAYS PLC | 2,175,714 | $166 million | -27% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,110,447 | $161 million | +3% | 13F |
| REAVES W H & CO INC | 1,909,154 | $146 million | -10% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 1,857,999 | $142 million | +133% | 13F |
| FRANKLIN RESOURCES INC | 1,767,768 | $135 million | +0% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 1,734,843 | $133 million | +1% | 13F |
| RAYMOND JAMES FINANCIAL INC | 1,704,029 | $130 million | +359% | 13F |
| UBS Group AG | 1,703,575 | $130 million | -10% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 1,646,965 | $126 million | +4% | 13F |
| JENNISON ASSOCIATES LLC | 1,517,533 | $116 million | -4% | 13F |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,453,667 | $111 million | +0% | 13F |
| Balyasny Asset Management L.P. | 1,426,976 | $109 million | +198% | 13F |
| Amundi | 1,407,569 | $108 million | -11% | 13F |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,306,273 | $100 million | -10% | 13F |
| PFA Pension, Forsikringsaktieselskab | 1,241,557 | $95 million | New | 13F |
| HSBC HOLDINGS PLC | 1,191,547 | $91 million | +143% | 13F |
| Bahl & Gaynor LLC | 1,068,322 | $82 million | +2% | 13F |
| Soroban Capital Partners LP | 1,058,781 | $81 million | +0% | 13F |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1,028,844 | $79 million | +1% | 13F |
| ROYAL BANK OF CANADA | 1,024,656 | $78 million | +1% | 13F |
| Nuveen, LLC | 983,643 | $75 million | -1% | 13F |
| SOROS FUND MANAGEMENT LLC | 970,362 | $74 million | -6% | 13F |
| AVIVA PLC | 941,925 | $72 million | +1% | 13F |
| UniSuper Management Pty Ltd | 902,602 | $69 million | -1% | 13F |
| Swiss National Bank | 869,400 | $67 million | -3% | 13F |
| Aberdeen Group plc | 831,675 | $64 million | -9% | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 769,025 | $59 million | +11% | 13F |
| FIRST TRUST ADVISORS LP | 764,245 | $58 million | -19% | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 715,406 | $55 million | +1% | 13F |
| Quantinno Capital Management LP | 711,608 | $54 million | +74% | 13F |
| Energy Income Partners, LLC | 702,074 | $54 million | -9% | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 687,713 | $53 million | +19% | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 674,256 | $52 million | +15% | 13F |
| Vanguard Global Advisers, LLC | 665,281 | $51 million | 0% | 13F |
| FMR LLC | 661,356 | $51 million | -43% | 13F |
| RHUMBLINE ADVISERS | 655,413 | $50 million | +0% | 13F |
| BANK OF MONTREAL /CAN/ | 653,735 | $50 million | +11% | 13F |
| BANK OF NOVA SCOTIA | 644,132 | $49 million | +76% | 13F |
| TD Asset Management Inc | 610,106 | $47 million | -25% | 13F |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 595,592 | $46 million | -55% | 13F |
| Rockefeller Capital Management L.P. | 581,655 | $44 million | -1% | 13F |
| ING GROEP NV | 580,182 | $44 million | -12% | 13F |
| MILLER HOWARD INVESTMENTS INC /NY | 571,159 | $44 million | +1% | 13F |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 570,277 | $44 million | +42% | 13F |
| 1832 Asset Management L.P. | 563,125 | $43 million | +39% | 13F |
| California Public Employees Retirement System | 561,072 | $43 million | -11% | 13F |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 552,414 | $42 million | -12% | 13F |
| Assenagon Asset Management S.A. | 518,237 | $40 million | +10463% | 13F |
| Qube Research & Technologies Ltd | 517,445 | $40 million | -50% | 13F |
| Thiel Macro LLC | 517,124 | $40 million | New | 13F |
| LPL Financial LLC | 504,221 | $39 million | +10% | 13F |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 489,550 | $37 million | -9% | 13F |
| Retirement Systems of Alabama | 485,395 | $37 million | +646% | 13F |
| Partners Group Holding AG | 483,770 | $37 million | -3% | 13F |
| Tredje AP-fonden | 465,446 | $36 million | +121% | 13F |
| CITIGROUP INC | 444,279 | $34 million | +15% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 441,087 | $34 million | +7% | 13F |
| CIBC Bancorp USA Inc. | 435,757 | $33 million | +412% | 13F |
| RWC Asset Management LLP | 432,884 | $33 million | +2% | 13F |
| Fisher Funds Management LTD | 429,193 | $33 million | -18% | 13F |
| Jupiter Topco LLC | 425,689 | $33 million | New | 13F |
| STRS OHIO | 418,054 | $32 million | -5% | 13F |
| PRINCIPAL FINANCIAL GROUP INC | 415,442 | $32 million | -7% | 13F |
| CIDEL ASSET MANAGEMENT INC | 405,656 | $31 million | +2% | 13F |
| AE Wealth Management LLC | 400,653 | $31 million | +38% | 13F |
| NEUBERGER BERMAN GROUP LLC | 400,364 | $31 million | +76% | 13F |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 399,769 | $31 million | +4% | 13F |
| M&T Bank Corp | 395,506 | $30 million | +2% | 13F |
| CANADA PENSION PLAN INVESTMENT BOARD | 369,002 | $28 million | -1% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 358,049 | $27 million | +2% | 13F |
| US BANCORP \DE\ | 353,973 | $27 million | -2% | 13F |
| ALLIANCEBERNSTEIN L.P. | 342,567 | $27 million | 0% | 13F |
Questions and answers
- How many institutions hold CMS Energy Corp?
- 819 managers reported CMS Energy Corp on Form 13F for the quarter ended 30 June 2026, against 802 the quarter before.
- Who is the largest institutional holder of CMS Energy Corp?
- BlackRock, Inc., with 33,068,880 shares worth $2.5 billion on its 13F for Q2 2026.
- How many institutions bought or sold out of CMS Energy Corp in Q2 2026?
- 105 managers reported a new position and 88 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds CMS Energy Corp, Q2 2026", https://app.tamarly.ai/holders/cms-energy, built from SEC EDGAR.
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