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, Q1 2023
Institutional positions in Northwest Natural Holding Co as of Mar 31, 2023. 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
- 257
- +20 vs. Q4 2022
- Shares held
- 26.7M
- +126.3K (+0.5%) vs. Q4 2022
- Total value
- $1.27B
- +$8.64M (+0.7%) vs. Q4 2022
- New holders
- 34
- 85 more added
- Sold out
- 14
- 88 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Northwest Natural Holding Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| IFP Advisors, Inc | 0 | $23 | 0.00% | −67−100.0% | Reduced |
| Schubert & Co | 1 | $48 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $96 | 0.00% | +1+100.0% | Added |
| Steward Partners Investment Advisory, LLC | 3 | $143 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4 | $190 | 0.00% | +4 | New |
| Creative Planning | 6 | $286 | 0.00% | +6 | New |
| 25 LLC | 10 | $468 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 12 | $571 | 0.00% | +1+9.1% | Added |
| Baker Avenue Asset Management, LP | 13 | $618 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $646 | 0.00% | +14 | New |
| First Horizon Advisors, Inc. | 17 | $808 | 0.00% | +17 | New |
| Covestor Ltd | 29 | $1.00K | 0.00% | +23+383.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $1.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 22 | $1.05K | 0.00% | +11+100.0% | Added |
| Parallel Advisors, LLC | 22 | $1.06K | 0.00% | −1−4.3% | Reduced |
| Farther Finance Advisors, LLC | 23 | $1.09K | 0.00% | −19−45.2% | Reduced |
| Clearview Wealth Advisors LLC | 23 | $1.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $1.24K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 27 | $1.28K | 0.00% | −166−86.0% | Reduced |
| Massmutual Trust Co FSB | 28 | $1.33K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 42 | $2.00K | 0.00% | −89−67.9% | Reduced |
| TCI Wealth Advisors, Inc. | 44 | $2.09K | 0.00% | +44 | New |
| West Paces Advisors Inc. | 44 | $2.09K | 0.00% | +44 | New |
| Pacifica Partners Inc. | 50 | $2.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $2.71K | 0.00% | +54+1,800.0% | Added |
| Capital Advisors, Ltd. LLC | 66 | $3.00K | 0.00% | +66 | New |
| Ellevest, Inc. | 64 | $3.04K | 0.00% | −69−51.9% | Reduced |
| Cambridge Trust Co | 73 | $3.47K | 0.00% | −25−25.5% | Reduced |
| Simplex Trading, LLC | 87 | $4.00K | 0.00% | +87 | New |
| EverSource Wealth Advisors, LLC | 95 | $4.52K | 0.00% | −60−38.7% | Reduced |
| Assetmark, Inc | 102 | $4.85K | 0.00% | +6+6.3% | Added |
| M&R Capital Management Inc | 106 | $5.09K | 0.00% | +19+21.8% | Added |
| Northwestern Mutual Wealth Management Co | 125 | $5.95K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $5.95K | 0.00% | +125 | New |
| Fifth Third Bancorp | 167 | $7.94K | 0.00% | +46+38.0% | Added |
| Concord Wealth Partners | 178 | $8.46K | 0.00% | +2+1.1% | Added |
| Sandy Spring Bank | 200 | $9.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 203 | $9.64K | 0.00% | −383−65.4% | Reduced |
| Hartford Financial Management Inc. | 235 | $11.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 249 | $11.8K | 0.00% | +1+0.4% | Added |
| Quarry LP | 267 | $12.7K | 0.01% | +267 | New |
| CWM, LLC | 317 | $15.0K | 0.00% | +29+10.1% | Added |
| Bessemer Group Inc | 324 | $15.0K | 0.00% | +245+310.1% | Added |
| WR Wealth Planners, LLC | 351 | $16.7K | 0.01% | +200+132.5% | Added |
| Cary Street Partner Investment Advisory LLC | 375 | $17.8K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 394 | $18.7K | 0.00% | +394 | New |
| Whittier Trust Co of Nevada Inc | 440 | $20.9K | 0.00% | 00.0% | Unchanged |
| 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 | 539 | $25.6K | 0.00% | −5−0.9% | Reduced |
| Cypress Capital Management LLC (WY) | 550 | $26.2K | 0.03% | −750−57.7% | Reduced |
| Advisory Services Network, LLC | 573 | $27.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 680 | $32.3K | 0.00% | +680 | New |
| Belpointe Asset Management LLC | 820 | $39.0K | 0.00% | +533+185.7% | Added |
| 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 | 985 | $46.9K | 0.01% | +3+0.3% | Added |
| Virtus Investment Advisers, Inc. | 1,038 | $49.4K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,109 | $52.0K | 0.00% | +114+11.5% | Added |
| Cranbrook Wealth Management, LLC | 1,104 | $52.5K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,112 | $53.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,164 | $55.4K | 0.02% | +1,164 | New |
| First Personal Financial Services | 1,290 | $61.4K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 1,452 | $69.1K | 0.00% | +279+23.8% | Added |
| Point72 Middle East FZE | 1,467 | $69.8K | 0.00% | +1,467 | New |
| Institutional & Family Asset Management, LLC | 1,829 | $87.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,835 | $87.3K | 0.00% | −308−14.4% | Reduced |
| Huntington National Bank | 2,000 | $95.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,000 | $95.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,024 | $96.3K | 0.01% | +36+1.8% | Added |
| Federated Hermes, Inc. | 2,129 | $101.3K | 0.00% | −56−2.6% | Reduced |
| PEAK6 Investments LLC | 2,236 | $106.3K | 0.01% | +1,492+200.5% | Added |
| Alan B. Lancz & Associates, Inc. | 2,700 | $128.4K | 0.13% | −1,600−37.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,775 | $132.0K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 4,354 | $207.1K | 0.14% | +4,354 | New |
| Envestnet Asset Management Inc | 4,395 | $209.0K | 0.00% | +4,395 | New |
| Public Employees Retirement Association of Colorado | 4,465 | $212.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 4,517 | $214.8K | 0.00% | +4,517 | New |
| Mariner, LLC | 4,543 | $216.0K | 0.00% | +261+6.1% | Added |
| Quantbot Technologies LP | 4,545 | $216.2K | 0.02% | −25−0.5% | Reduced |
| Dark Forest Capital Management LP | 4,741 | $225.5K | 0.05% | +4,272+910.9% | Added |
| Cetera Advisor Networks LLC | 4,744 | $225.6K | 0.00% | +505+11.9% | Added |
| BNC Wealth Management, LLC | 4,771 | $226.9K | 0.13% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,784 | $227.5K | 0.00% | +4,784 | New |
| U.S. Capital Wealth Advisors, LLC | 5,000 | $237.8K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,040 | $239.7K | 0.01% | +5,040 | New |
| Ferguson Wellman Capital Management, Inc | 5,082 | $241.7K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,196 | $246.6K | 0.07% | +22+0.4% | Added |
| Virtu Financial LLC | 5,205 | $248.0K | 0.03% | +5,205 | New |
| Contravisory Investment Management, Inc. | 5,217 | $248.1K | 0.07% | +145+2.9% | Added |
| Headinvest, LLC | 5,308 | $252.4K | 0.06% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 5,339 | $253.9K | 0.04% | +3+0.1% | Added |
| Amundi | 5,275 | $254.5K | 0.00% | +4,933+1,442.4% | Added |
| Buckingham Strategic Wealth, LLC | 5,400 | $257.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,478 | $260.5K | 0.01% | −11−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,677 | $270.0K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,726 | $272.0K | 0.00% | −458−7.4% | Reduced |
| D.A. Davidson & Co. | 5,859 | $278.6K | 0.00% | −96−1.6% | Reduced |