CMS Institutional Ownership & Shareholders
CMS ENERGY CORP (CMS) is currently held by 801 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $23.48B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CMS tracked by InsiderSet, reporting ownership valued at approximately $2.53B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.32B, representing an estimated loss of -8.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed CMS value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in CMS ENERGY CORP (CMS).
This page ranks the largest institutional CMS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
801
Total Reported Value
$23.48B
Largest Holder
Blackrock, Inc.
Largest Position
$2.53B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.04% | 33,068,880 | $2,529,769,295 | $2,318,128,488 | -$211,640,807 | -8.37% | |
| Vanguard Capital Management Llc | 0.03% | 20,166,948 | $1,542,771,522 | $1,413,703,055 | -$129,068,467 | -8.37% | |
| Vanguard Portfolio Management Llc | 0.07% | 19,050,893 | $1,457,393,315 | $1,335,467,599 | -$121,925,716 | -8.37% | |
| State Street Corp | 0.04% | 17,705,946 | $1,354,504,869 | $1,241,186,815 | -$113,318,054 | -8.37% | |
| Jpmorgan Chase & Co | 0.07% | 16,409,389 | $1,278,783,828 | $1,150,298,169 | -$128,485,659 | -10.05% | |
| Wellington Management Group Llp | 0.16% | 12,158,296 | $930,109,646 | $852,296,550 | -$77,813,096 | -8.37% | |
| Geode Capital Management, Llc | 0.04% | 8,740,533 | $666,146,048 | $612,711,363 | -$53,434,685 | -8.02% | |
| Deutsche Bank Ag\ | 0.18% | 8,082,021 | $618,274,608 | $566,549,672 | -$51,724,936 | -8.37% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.47% | 7,882,550 | $603,015,075 | $552,566,755 | -$50,448,320 | -8.37% | |
| Invesco Ltd. | 0.05% | 7,616,465 | $582,659,584 | $533,914,196 | -$48,745,388 | -8.37% | |
| Massachusetts Financial Services Co | 0.18% | 7,242,159 | $576,009,422 | $507,675,346 | -$68,334,076 | -11.86% | |
| Victory Capital Management Inc | 0.28% | 6,595,840 | $504,581,733 | $462,368,384 | -$42,213,349 | -8.37% | |
| Ameriprise Financial Inc | 0.10% | 6,461,250 | $494,028,865 | $452,933,625 | -$41,095,240 | -8.32% | |
| Capital International Investors | 0.08% | 5,302,655 | $405,653,268 | $371,716,115 | -$33,937,153 | -8.37% | |
| Wells Fargo & Company/Mn | 0.07% | 5,245,081 | $401,248,700 | $367,680,178 | -$33,568,522 | -8.37% | |
| Goldman Sachs Group Inc | 0.04% | 4,844,029 | $370,568,205 | $339,566,433 | -$31,001,772 | -8.37% | |
| Norges Bank | 0.04% | 4,837,123 | $370,039,910 | $339,082,322 | -$30,957,588 | -8.37% | |
| Gqg Partners Llc | 0.68% | 4,750,161 | $363,387,746 | $332,986,286 | -$30,401,460 | -8.37% | |
| Pictet Asset Management Holding Sa | 0.31% | 4,268,534 | $326,542,851 | $299,224,233 | -$27,318,618 | -8.37% | |
| Morgan Stanley | 0.02% | 4,070,310 | $311,378,929 | $285,328,731 | -$26,050,198 | -8.37% | |
| Bank Of America Corp | 0.02% | 3,533,370 | $270,302,827 | $247,689,237 | -$22,613,590 | -8.37% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.05% | 3,108,854 | $241,184,893 | $217,930,665 | -$23,254,228 | -9.64% | |
| Fil Ltd | 0.15% | 2,655,502 | $203,145,904 | $186,150,690 | -$16,995,214 | -8.37% | |
| Northern Trust Corp | 0.02% | 2,646,188 | $202,433,384 | $185,497,779 | -$16,935,605 | -8.37% | |
| Magellan Asset Management Ltd | 4.34% | 2,539,050 | $194,237,325 | $177,987,405 | -$16,249,920 | -8.37% | |
| Legal & General Group Plc | 0.04% | 2,475,430 | $189,370,410 | $173,527,643 | -$15,842,767 | -8.37% | |
| Lord, Abbett & Co. Llc | 0.53% | 2,434,795 | $186,262,000 | $170,679,130 | -$15,582,871 | -8.37% | |
| Bank Of New York Mellon Corp | 0.03% | 2,415,234 | $184,765,416 | $169,307,903 | -$15,457,513 | -8.37% | |
| Barclays Plc | 0.05% | 2,175,714 | $166,442,125 | $152,517,551 | -$13,924,574 | -8.37% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,110,447 | $161,449,196 | $147,942,335 | -$13,506,861 | -8.37% | |
| Reaves W H & Co Inc | 2.22% | 1,909,154 | $146,050,281 | $133,831,695 | -$12,218,586 | -8.37% | |
| Parnassus Endeavor Fund | Parnassus Investments | 0.43% | 2,297,350 | $144,916,838 | $161,044,235 | +$16,127,397 | +11.13% |
| Aqr Capital Management Llc | 0.05% | 1,857,999 | $142,136,915 | $130,245,730 | -$11,891,185 | -8.37% | |
| Vanguard Fiduciary Trust Co | 0.03% | 1,734,843 | $132,715,490 | $121,612,494 | -$11,102,996 | -8.37% | |
| Raymond James Financial Inc | 0.04% | 1,704,029 | $130,358,346 | $119,452,433 | -$10,905,913 | -8.37% | |
| Ubs Group Ag | 0.02% | 1,703,575 | $130,323,489 | $119,420,607 | -$10,902,882 | -8.37% | |
| Price T Rowe Associates Inc | 0.01% | 1,688,159 | $129,145,000 | $118,339,946 | -$10,805,054 | -8.37% | |
| Dimensional Fund Advisors Lp | 0.02% | 1,646,965 | $126,012,287 | $115,452,246 | -$10,560,041 | -8.38% | |
| Jennison Associates Llc | 0.07% | 1,517,533 | $116,091,275 | $106,379,063 | -$9,712,212 | -8.37% | |
| Duff & Phelps Investment Management Co | 1.05% | 1,453,667 | $111,205,526 | $101,902,057 | -$9,303,469 | -8.37% | |
| Balyasny Asset Management L.P. | 0.20% | 1,426,976 | $109,163,664 | $100,031,018 | -$9,132,646 | -8.37% | |
| Cohen & Steers, Inc. | 0.16% | 1,315,142 | $100,608,000 | $92,191,454 | -$8,416,546 | -8.37% | |
| Nomura Asset Management International Inc. | 0.15% | 1,306,273 | $99,930,000 | $91,569,737 | -$8,360,263 | -8.37% | |
| Pfa Pension, Forsikringsaktieselskab | 0.24% | 1,241,557 | $94,979,073 | $87,033,146 | -$7,945,927 | -8.37% | |
| Hsbc Holdings Plc | 0.04% | 1,191,547 | $91,343,895 | $83,527,445 | -$7,816,450 | -8.56% | |
| Bahl & Gaynor Inc | 0.38% | 1,068,322 | $81,726,633 | $74,889,372 | -$6,837,261 | -8.37% | |
| Soroban Capital Partners Lp | 0.57% | 1,058,781 | $80,996,747 | $74,220,548 | -$6,776,199 | -8.37% | |
| Vaughan Nelson Investment Management, L.P. | 0.70% | 1,028,844 | $78,706,566 | $72,121,964 | -$6,584,602 | -8.37% | |
| Royal Bank Of Canada | 0.01% | 1,024,656 | $78,387,000 | $71,828,386 | -$6,558,614 | -8.37% | |
| Nuveen, Llc | 0.02% | 983,643 | $75,248,665 | $68,953,374 | -$6,295,291 | -8.37% |
Frequently asked questions about CMS
Who are the largest institutional holders of CMS?
The largest institutional holders of CMS reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, State Street Corp, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported CMS position.
What is CMS institutional ownership?
This page tracks CMS positions reported by institutional investment managers through SEC Form 13F. CMS ENERGY CORP (CMS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CMS?
InsiderSet currently tracks 801 institutional managers reporting CMS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CMS shareholders.
How much CMS stock do institutions own?
Institutional investment managers disclosed approximately $23.48B in CMS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CMS institutional ownership last updated?
The latest CMS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CMS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CMS position after the reporting date.
Are institutions buying or selling CMS?
Institutional buying and selling can be analyzed by comparing CMS positions across consecutive 13F reporting periods. InsiderSet's CMS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CMS ownership changes.
How has CMS institutional ownership changed over time?
InsiderSet tracks CMS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.