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Who owns CMSWhat CMS owns — n/a

Who owns CMS Energy Corporation?

Institutional ownership of CMS from SEC Form 13F filings across 499 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

499

13F holders

$19.29B

value, 2026 filers

83.2%

of shares outstanding (260.9M sh)

66

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CMS's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.33.1M$2.53B0.0%10.5%-1.5%
2VANGUARD CAPITAL MANAGEMENT LLC20.2M$1.54B0.0%6.4%-49.3%
3VANGUARD PORTFOLIO MANAGEMENT LLC19.1M$1.46B0.1%6.1%+1.4%
4JPMORGAN CHASE & CO16.4M$1.28B0.1%5.2%+3.6%
5WELLINGTON MANAGEMENT GROUP LLP12.2M$930.1M0.2%3.9%+82.7%
6GEODE CAPITAL MANAGEMENT, LLC8.7M$666.1M0.0%2.8%+2.5%
7DEUTSCHE BANK AG\8.1M$618.3M0.2%2.6%+4.3%
8DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7.9M$603.0M0.5%2.5%-3.1%
9Invesco Ltd.7.6M$582.7M0.0%2.4%-0.4%
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/7.2M$576.0M0.2%2.3%-5.1%
11VICTORY CAPITAL MANAGEMENT INC6.6M$504.6M0.3%2.1%-3.6%
12AMERIPRISE FINANCIAL INC6.5M$494.0M0.1%2.1%+31.0%
13Capital International InvestorsNEW5.3M$405.7M0.1%1.7%new
14WELLS FARGO & COMPANY/MN5.2M$401.2M0.1%1.7%-3.3%
15GOLDMAN SACHS GROUP INC4.8M$370.6M0.0%1.5%+1.4%
16NORGES BANKNEW4.8M$370.0M0.0%1.5%new
17Pictet Asset Management Holding SA4.3M$326.5M0.3%1.4%+2.4%
18MORGAN STANLEY4.1M$311.4M0.0%1.3%-13.7%
19BANK OF AMERICA CORP /DE/3.5M$270.3M0.0%1.1%-3.7%
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3.2M$243.7M0.0%1%+2.5%
21FIL Ltd2.7M$203.1M0.1%0.8%-12.5%
22NORTHERN TRUST CORP2.6M$202.4M0.0%0.8%-2.9%
23Legal & General Group Plc2.5M$189.4M0.0%0.8%-4.2%
24LORD, ABBETT & CO. LLC2.4M$186,2620.5%0.8%-26.4%
25Bank of New York Mellon Corp2.4M$184.8M0.0%0.8%-4.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.