Fortis Inc.: which funds bought and sold
Institutions that bought and sold Fortis shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 199 institutions that filed 13F reports for both quarters added to or opened positions in Fortis, and 119 cut or closed them. Together they added a net 2.6M shares, +1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.1M shares (−7.2%); index fund managers were net buyers of 1.3M shares (+4.4%). 40 opened a new position and 27 sold out entirely.
Bought, Q2 2026 199 institutions, 40 of them new holders Sold, Q2 2026 119 institutions, 27 of them sold out
Net change, all compared +2.6M shares (+1.0%)
Net change, active managers −2.1M shares (−7.2%), 17 bought, 21 sold
Buyers versus sellers
199 bought 59 119 sold
Active managers and hedge funds 17 bought · 21 sold · −2.1M
Index fund managers 8 bought · 1 sold · +1.3M
Other institutions 174 bought · 97 sold · +3.4M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Federation Des Caisses Desjardins Du Quebec | +2.4M +175.5% | 3.8M | $219M |
| Ontario Teachers Pension Plan Board | +2.0M New position | 2.0M | $115M |
| Morgan Stanley | +1.4M +71.0% | 3.3M | $189M |
| Goldman Sachs Group Inc | +1.2M +32.5% | 4.8M | $275M |
| Connor, Clark & Lunn Investment Management Ltd. | +595K +12.3% | 5.4M | $311M |
| Barclays PLC | +572K +114.0% | 1.1M | $61.5M |
| Geode Capital Management, LLC Index funds | +543K +8.0% | 7.4M | $445M |
| Quadrature Capital Ltd Hedge fund | +508K +148.1% | 851K | $48.7M |
| Canada Pension Plan Investment Board | +508K +19.6% | 3.1M | $178M |
| Public Sector Pension Investment Board | +482K +583.0% | 565K | $32.3M |
| Korea Investment Corp | +462K +469.3% | 560K | $32.1M |
| Amundi | +447K +57.8% | 1.2M | $69.9M |
| Blackrock, Inc. Index funds | +430K +28.3% | 1.9M | $111M |
| Lighthouse Investment Partners, LLC Hedge fund | +427K New position | 427K | $24.5M |
| Toronto Dominion Bank | +402K +14.6% | 3.2M | $181M |
| Jane Street Group, LLC | +359K +165.7% | 576K | $33M |
| Vanguard Global Advisers, LLC | +346K +9.7% | 3.9M | $224M |
| Alberta Investment Management Corp | +243K +203.0% | 363K | $20.8M |
| Vanguard Capital Management LLC Index funds | +219K +1.4% | 15.4M | $882M |
| National Bank Of Canada | +209K +3.1% | 7.0M | $400M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Quadrature Capital Ltd Hedge fund | +508K +148.1% | 851K | $48.7M |
| Lighthouse Investment Partners, LLC Hedge fund | +427K New position | 427K | $24.5M |
| AQR Capital Management LLC Hedge fund | +157K +90.9% | 330K | $18.9M |
| Trexquant Investment LP Hedge fund | +56K +57.1% | 155K | $8.9M |
| American Century Companies Inc Active manager | +49K +26.1% | 237K | $13.6M |
| Franklin Resources Inc Active manager | +23K +2.5% | 950K | $54.4M |
| Capstone Investment Advisors, LLC Hedge fund | +20K New position | 20K | $1.1M |
| O'Shaughnessy Asset Management, LLC Active manager | +12K +83.2% | 27K | $1.6M |
| Lazard Asset Management LLC Active manager | +8,654 +39.3% | 31K | $1.8M |
| Worldquant Millennium Advisors LLC Hedge fund | +8,359 New position | 8,359 | $478,167 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| TD Asset Management Inc | −3.7M −27.5% | 9.7M | $558M |
| Fil Ltd Active manager | −1.7M −8.6% | 17.7M | $1B |
| Manufacturers Life Insurance Company, The | −1.4M −34.3% | 2.6M | $148M |
| Royal Bank Of Canada | −603K −1.7% | 34.6M | $2B |
| UBS Group AG | −575K −58.1% | 414K | $23.7M |
| Two Sigma Investments, LP Hedge fund | −560K −22.3% | 1.9M | $111M |
| Invesco Ltd. | −539K −44.7% | 665K | $38.1M |
| Beutel, Goodman & Co Ltd. | −501K −12.6% | 3.5M | $199M |
| Hillsdale Investment Management Inc. | −400K −36.7% | 689K | $39.4M |
| CIBC Asset Management Inc | −272K −10.3% | 2.4M | $136M |
| 1832 Asset Management L.P. | −218K −2.9% | 7.3M | $420M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −216K −66.9% | 107K | $6.1M |
| Renaissance Technologies LLC Hedge fund | −210K −41.3% | 298K | $17.1M |
| Crossmark Global Holdings, Inc. | −204K −79.2% | 54K | $3.1M |
| Legal & General Group PLC | −193K −3.2% | 5.8M | $335M |
| Citadel Advisors LLC Hedge fund | −188K −31.5% | 410K | $23.5M |
| Davis-Rea Ltd. | −160K Sold out | 0 | — |
| Scotia Capital Inc. | −158K −1.7% | 9.2M | $529M |
| Bank Of Montreal | −152K −0.6% | 24.6M | $1.4B |
| Man Group PLC Hedge fund | −132K −59.4% | 90K | $5.2M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Fil Ltd Active manager | −1.7M −8.6% | 17.7M | $1B |
| Two Sigma Investments, LP Hedge fund | −560K −22.3% | 1.9M | $111M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −216K −66.9% | 107K | $6.1M |
| Renaissance Technologies LLC Hedge fund | −210K −41.3% | 298K | $17.1M |
| Citadel Advisors LLC Hedge fund | −188K −31.5% | 410K | $23.5M |
| Man Group PLC Hedge fund | −132K −59.4% | 90K | $5.2M |
| Millennium Management LLC Hedge fund | −94K Sold out | 0 | — |
| Baillie Gifford & Co Active manager | −70K −38.5% | 112K | $6.4M |
| Balyasny Asset Management L.P. Hedge fund | −69K −33.8% | 134K | $7.7M |
| Clearbridge Investments, LLC Active manager | −44K −3.0% | 1.4M | $82.1M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Ontario Teachers Pension Plan Board | 2.0M | $115M |
| Lighthouse Investment Partners, LLCHedge fund | 427K | $24.5M |
| Murchinson Ltd. | 35K | $2M |
| Sciencast Management LP | 32K | $1.8M |
| Treasurer Of The State Of North Carolina | 31K | $1.8M |
| Ethic Inc. | 25K | $1.4M |
| Capstone Investment Advisors, LLCHedge fund | 20K | $1.1M |
| Btg Pactual Asset Management Us LLC | 8,710 | $498,487 |
| Worldquant Millennium Advisors LLCHedge fund | 8,359 | $478,167 |
| HSBC Holdings PLC | 8,168 | $466,955 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Davis-Rea Ltd. | 160K | $8.9M |
| Millennium Management LLCHedge fund | 94K | $5.3M |
| Ninety One Uk Ltd | 94K | $5.2M |
| Dynamic Technology Lab Private Ltd | 33K | $1.8M |
| Concorde Asset Management, LLC | 29K | $1.6M |
| Schonfeld Strategic Advisors LLCHedge fund | 24K | $1.3M |
| Campbell & Co Investment Adviser LLC | 21K | $1.2M |
| Centiva Capital, LPHedge fund | 19K | $1M |
| Gotham Asset Management, LLCHedge fund | 14K | $774,533 |
| Metis Global Partners, LLC | 13K | $739,182 |
Who holds the shares
- Institutions reporting
- 355
- Ten largest holders
- 54.1% of 13F-reported shares
- Index fund managers
- 11.9% of 13F-reported shares
- Active managers and hedge funds
- 10.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 17 | 21 | 4 | 5 | −2.1M | −7.2% |
| Index fund managers | 8 | 1 | 0 | 0 | +1.3M | +4.4% |
| Other institutions | 174 | 97 | 36 | 22 | +3.4M | +1.7% |