CMS

CMS Energy Corp
UtilitiesUSCUSIP 125896100◍ Confluence graph
Tracked 13F Holders
727
-235 QoQ
13F Value (tracked)
$21.0B
Insider Net · 180d
-$208K
1↑ 1↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)23 adding · 22 trimming
Insider net (180d)-$208K

Who owns CMS?

727 tracked 13F filers

727 tracked 13F filers disclose a position in CMS as of the latest SEC 13F filings, a combined $21.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$2.6B
33.6M
+2.9%
Added · +952K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$1.5B
19.9M
First observed position
No prior filed position
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B
18.8M
First observed position
No prior filed position
Q1 2026
4STATE STREET CORP
$1.4B
17.7M
−2.2%
Reduced · −393K sh
Q2 2026
5JPMORGAN CHASE & CO
$1.2B
15.8M
−5.2%
Reduced · −861K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$666.1M
8.7M
+2.5%
Added · +212K sh
Q2 2026
7DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
$631.1M
8.1M
+17%
Added · +1.2M sh
Q1 2026
8DEUTSCHE BANK AG\
$600.9M
7.7M
+6.8%
Added · +496K sh
Q1 2026
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$614.3M
7.6M
−7.8%
Reduced · −642K sh
Q1 2026
10VICTORY CAPITAL MANAGEMENT INC
$530.6M
6.8M
−7.4%
Reduced · −547K sh
Q1 2026
11WELLS FARGO & COMPANY/MN
$420.6M
5.4M
−3.6%
Reduced · −202K sh
Q1 2026
12AMERIPRISE FINANCIAL INC
$382.7M
4.9M
+0.7%
Added · +32K sh
Q1 2026
13GOLDMAN SACHS GROUP INC
$370.7M
4.8M
+17%
Added · +685K sh
Q1 2026
14MORGAN STANLEY
$365.7M
4.7M
+2.2%
Added · +101K sh
Q1 2026
15NORGES BANK
$316.1M
4.5M
+31%
Added · +1.1M sh
Q4 2025
16Pictet Asset Management Holding SA
$323.3M
4.2M
+17%
Added · +596K sh
Q1 2026
17BANK OF AMERICA CORP /DE/
$284.6M
3.7M
+7.8%
Added · +267K sh
Q1 2026
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$241.2M
3.1M
−0.9%
Reduced · −30K sh
Q1 2026
19FIL Ltd
$235.5M
3.0M
+0.8%
Added · +24K sh
Q1 2026
20BARCLAYS PLC
$232.4M
3.0M
+369%
Added · +2.4M sh
Q1 2026
21NORTHERN TRUST CORP
$211.4M
2.7M
−3.2%
Reduced · −91K sh
Q1 2026
22PRICE T ROWE ASSOCIATES INC /MD/
$201.4M
2.6M
−28%
Reduced · −987K sh
Q1 2026
23Legal & General Group Plc
$200.5M
2.6M
−2.6%
Reduced · −69K sh
Q1 2026
24Magellan Asset Management Ltd
$194.2M
2.5M
+26%
Added · +519K sh
Q2 2026
25Bank of New York Mellon Corp
$196.6M
2.5M
−4.9%
Reduced · −132K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CMS being bought or sold by institutions?

Last quarter, 1 fund opened a new position in CMS and 22 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
22
funds
Reduced
22
funds
Exited
0
funds

Funds that own CMS also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT436 funds$298.9B
NVIDIA CORPNVDA431 funds$437.7B
APPLE INCAAPL428 funds$336.1B
AMAZON.COM INCAMZN428 funds$226.0B
ALPHABET INC-CL AGOOGL428 funds$190.0B
META PLATFORMS INC-CLASS AMETA425 funds$125.6B
ELI LILLY & COLLY425 funds$87.9B
JPMORGAN CHASE & COJPM423 funds$75.5B
BROADCOM INCAVGO421 funds$173.4B
ALPHABET INC-CL CGOOG413 funds$136.5B
JOHNSON & JOHNSONJNJ413 funds$53.9B
VISA INC-CLASS A SHARESV412 funds$68.5B

Ranked by how many of CMS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$14K
1 insiders
Sells · 180d
$223K
1 insiders
Net
-$208K
2 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 31, 2026MADDIPATI SRIKANTHEVP/CFOBuy (P)200$14K
May 26, 2026Hofmeister Brandon J.Senior Vice PresidentSell (S)3K$223K
Mar 2, 2026McIntosh Scott BVP, Controller, CAOSell (S)2K$137K
Feb 27, 2026Hofmeister Brandon J.Senior Vice PresidentSell (S)4K$313K
Feb 25, 2026Leopold DianeDirectorBuy (P)2K$153K
Feb 20, 2026RUSSELL JOHN GDirectorSell (S)15K$1.1M
Nov 3, 2025Hofmeister Brandon J.Senior Vice PresidentSell (S)223$16K
Nov 3, 2025Hofmeister Brandon J.Senior Vice PresidentSell (S)4K$274K
Sep 5, 2025Snyder Lauren YSenior Vice PresidentSell (S)2K$158K
Aug 8, 2025Hofmeister Brandon J.Senior Vice PresidentSell (S)2K$147K
May 6, 2025Hofmeister Brandon J.Senior Vice PresidentSell (S)2K$162K
Mar 3, 2025Hofmeister Brandon J.Senior Vice PresidentSell (S)2K$148K

Institutional ownership over time

439 funds-59 since Q3 2024
0337674Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $3.9B

Share classes

Class13F holdersValue held
CMSthis pagecs727 funds$21.0B
CMS 3.375 05/01/28NOTE 3.375% 5/050 funds$674.5M
125896837ps3 funds$1.1M
125896845Preferred Stock2 funds$9K
125896860Preferred Stock1 funds$3K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for CMS

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Ask your agent what changed in CMS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CMS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CMS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CMS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.