Northwest Natural Holding Co
NWN- Exchange
- NYSE
- Industry
- Natural Gas Distribution
- SEC CIK
- 0001733998
In the last 90 days, Northwest Natural Holding Co insiders filed 0 open-market purchases and 3 sales; 320 institutions reported holding it in 13F filings for Q2 2026, worth $1.68B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Northwest Natural Holding Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 239
- +10 vs. Q3 2022
- Shares held
- 26.8M
- +239.4K (+0.9%) vs. Q3 2022
- Total value
- $1.27B
- +$119.5M (+10.4%) vs. Q3 2022
- New holders
- 34
- 89 more added
- Sold out
- 24
- 67 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NWN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 320 | $1.68B |
| Q1 2026 | 329 | $1.76B |
| Q4 2025 | 312 | $1.55B |
| Q3 2025 | 286 | $1.44B |
| Q2 2025 | 283 | $1.27B |
| Q1 2025 | 280 | $1.32B |
| Q4 2024 | 262 | $1.22B |
| Q3 2024 | 258 | $1.24B |
| Q2 2024 | 244 | $1.04B |
| Q1 2024 | 246 | $1.06B |
| Q4 2023 | 243 | $1.10B |
| Q3 2023 | 229 | $1.05B |
| Q2 2023 | 248 | $1.17B |
| Q1 2023 | 257 | $1.27B |
| Q4 2022 | 239 | $1.27B |
| Q3 2022 | 232 | $1.15B |
| Q2 2022 | 247 | $1.39B |
| Q1 2022 | 261 | $1.28B |
| Q4 2021 | 217 | $1.07B |
| Q3 2021 | 215 | $1.00B |
| Q2 2021 | 217 | $1.14B |
| Q1 2021 | 200 | $1.16B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Northwest Natural Holding Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 39 | $0 | 0.00% | +39 | New |
| JFS Wealth Advisors, LLC | 1 | $48 | 0.00% | −1−50.0% | Reduced |
| Sutton Wealth Advisors Inc. | 2 | $95 | 0.00% | −338−99.4% | Reduced |
| Parkside Financial Bank & Trust | 3 | $143 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3 | $143 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $523 | 0.00% | −22−66.7% | Reduced |
| Prestige Wealth Management Group LLC | 11 | $523 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 11 | $523 | 0.00% | +11 | New |
| Baker Avenue Asset Management, LP | 13 | $619 | 0.00% | +13 | New |
| Massmutual Trust Co FSB | 28 | $1.00K | 0.00% | +28 | New |
| Clearview Wealth Advisors LLC | 23 | $1.09K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 23 | $1.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $1.24K | 0.00% | +3+13.0% | Added |
| Farther Finance Advisors, LLC | 42 | $2.00K | 0.00% | +42 | New |
| Pacifica Partners Inc. | 50 | $2.40K | 0.00% | +50 | New |
| IFP Advisors, Inc | 67 | $4.00K | 0.00% | −212−76.0% | Reduced |
| Bessemer Group Inc | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 87 | $4.14K | 0.00% | +87 | New |
| Assetmark, Inc | 96 | $4.57K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $4.76K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 121 | $5.76K | 0.00% | −20−14.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 125 | $5.95K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 131 | $6.23K | 0.00% | +91+227.5% | Added |
| Ellevest, Inc. | 133 | $6.33K | 0.00% | −124−48.2% | Reduced |
| WR Wealth Planners, LLC | 151 | $7.19K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 155 | $7.38K | 0.00% | −82−34.6% | Reduced |
| Concord Wealth Partners | 176 | $8.38K | 0.00% | +176 | New |
| PSI Advisors, LLC | 193 | $9.19K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $9.52K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 235 | $11.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 248 | $11.8K | 0.00% | +117+89.3% | Added |
| Belpointe Asset Management LLC | 287 | $13.7K | 0.00% | +287 | New |
| CWM, LLC | 288 | $14.0K | 0.00% | −69−19.3% | Reduced |
| GWM Advisors LLC | 300 | $14.3K | 0.00% | +300 | New |
| Amundi | 342 | $16.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 375 | $17.8K | 0.00% | +375 | New |
| Whittier Trust Co of Nevada Inc | 440 | $20.9K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 469 | $22.3K | 0.01% | −98−17.3% | Reduced |
| Monetary Management Group Inc | 500 | $23.8K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 544 | $25.9K | 0.00% | +124+29.5% | Added |
| Advisory Services Network, LLC | 573 | $27.3K | 0.00% | +573 | New |
| Versant Capital Management, Inc | 586 | $27.9K | 0.01% | −66−10.1% | Reduced |
| Aquatic Capital Management LLC | 600 | $29.0K | 0.00% | +600 | New |
| PEAK6 Investments LLC | 744 | $35.4K | 0.00% | +744 | New |
| Country Trust Bank | 950 | $45.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 961 | $45.7K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 982 | $46.7K | 0.01% | +4+0.4% | Added |
| Tower Research Capital LLC (TRC) | 995 | $47.0K | 0.00% | −786−44.1% | Reduced |
| Virtus Investment Advisers, Inc. | 1,038 | $49.4K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,104 | $52.5K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,112 | $53.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,173 | $55.8K | 0.00% | +140+13.6% | Added |
| First Personal Financial Services | 1,290 | $61.4K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,300 | $61.9K | 0.08% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,829 | $87.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,971 | $93.0K | 0.00% | +570+40.7% | Added |
| Quadrant Capital Group LLC | 1,988 | $94.6K | 0.01% | +1,058+113.8% | Added |
| Huntington National Bank | 2,000 | $95.2K | 0.00% | −100−4.8% | Reduced |
| Whittier Trust Co | 2,000 | $95.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,143 | $102.0K | 0.00% | +82+4.0% | Added |
| Federated Hermes, Inc. | 2,185 | $104.0K | 0.00% | +347+18.9% | Added |
| Ameritas Investment Partners, Inc. | 2,775 | $136.3K | 0.01% | +216+8.4% | Added |
| KBC Group NV | 3,006 | $143.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,239 | $201.7K | 0.00% | +4,239 | New |
| Mariner, LLC | 4,282 | $204.0K | 0.00% | +4,282 | New |
| Public Employees Retirement Association of Colorado | 4,465 | $212.0K | 0.00% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,300 | $213.2K | 0.22% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,570 | $217.5K | 0.02% | −5,352−53.9% | Reduced |
| Acrisure Capital Management, LLC | 4,651 | $221.3K | 0.25% | +4,651 | New |
| BNC Wealth Management, LLC | 4,771 | $227.1K | 0.13% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 5,000 | $237.9K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5,072 | $241.4K | 0.07% | +644+14.5% | Added |
| Ferguson Wellman Capital Management, Inc | 5,082 | $242.0K | 0.01% | +266+5.5% | Added |
| Jeppson Wealth Management, LLC | 5,174 | $246.2K | 0.10% | +5,174 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,174 | $246.2K | 0.06% | −638−11.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,223 | $248.6K | 0.00% | +5,223 | New |
| Headinvest, LLC | 5,308 | $252.6K | 0.06% | −442−7.7% | Reduced |
| Vista Capital Partners, Inc. | 5,336 | $253.9K | 0.04% | +4+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 5,400 | $257.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,489 | $261.2K | 0.02% | +62+1.1% | Added |
| Infrastructure Capital Advisors, LLC | 5,500 | $261.7K | 0.05% | +500+10.0% | Added |
| Susquehanna Fundamental Investments, LLC | 5,677 | $270.2K | 0.00% | −25,951−82.1% | Reduced |
| D.A. Davidson & Co. | 5,955 | $284.0K | 0.00% | −346−5.5% | Reduced |
| Trexquant Investment LP | 5,998 | $285.4K | 0.01% | +5,998 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,016 | $286.3K | 0.00% | +1,752+41.1% | Added |
| Teacher Retirement System of Texas | 6,184 | $294.0K | 0.00% | −6,398−50.9% | Reduced |
| Janus Henderson Group PLC | 6,236 | $296.8K | 0.00% | +6,236 | New |
| JGP Wealth Management, LLC | 6,265 | $298.2K | 0.05% | −139−2.2% | Reduced |
| Wellington Management Group LLP | 6,571 | $312.7K | 0.00% | +6,571 | New |
| Ergoteles LLC | 7,194 | $342.4K | 0.01% | +7,194 | New |
| Raymond James Financial Services Advisors, Inc. | 7,210 | $343.2K | 0.00% | +864+13.6% | Added |
| Mutual of America Capital Management LLC | 7,356 | $350.1K | 0.00% | +430+6.2% | Added |
| Occudo Quantitative Strategies LP | 7,745 | $368.6K | 0.04% | +7,745 | New |
| HighTower Advisors, LLC | 7,853 | $380.0K | 0.00% | +7,853 | New |
| Van Eck Associates Corp | 8,291 | $395.0K | 0.00% | +1,294+18.5% | Added |
| Jacobi Capital Management LLC | 8,694 | $413.8K | 0.05% | −171−1.9% | Reduced |