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 |
|---|---|---|---|---|---|
| Country Trust Bank | 950 | $45.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 820 | $39.0K | 0.00% | +533+185.7% | Added |
| Avalon Trust Co | 680 | $32.3K | 0.00% | +680 | New |
| Advisory Services Network, LLC | 573 | $27.3K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 550 | $26.2K | 0.03% | −750−57.7% | Reduced |
| Signaturefd, LLC | 539 | $25.6K | 0.00% | −5−0.9% | Reduced |
| Toronto Dominion Bank | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $23.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 440 | $20.9K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 394 | $18.7K | 0.00% | +394 | New |
| Cary Street Partner Investment Advisory LLC | 375 | $17.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 351 | $16.7K | 0.01% | +200+132.5% | Added |
| CWM, LLC | 317 | $15.0K | 0.00% | +29+10.1% | Added |
| Bessemer Group Inc | 324 | $15.0K | 0.00% | +245+310.1% | Added |
| Quarry LP | 267 | $12.7K | 0.01% | +267 | New |
| Allworth Financial LP | 249 | $11.8K | 0.00% | +1+0.4% | Added |
| Hartford Financial Management Inc. | 235 | $11.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 203 | $9.64K | 0.00% | −383−65.4% | Reduced |
| Sandy Spring Bank | 200 | $9.51K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 178 | $8.46K | 0.00% | +2+1.1% | Added |
| Fifth Third Bancorp | 167 | $7.94K | 0.00% | +46+38.0% | Added |
| Northwestern Mutual Wealth Management Co | 125 | $5.95K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $5.95K | 0.00% | +125 | New |
| M&R Capital Management Inc | 106 | $5.09K | 0.00% | +19+21.8% | Added |
| Assetmark, Inc | 102 | $4.85K | 0.00% | +6+6.3% | Added |
| EverSource Wealth Advisors, LLC | 95 | $4.52K | 0.00% | −60−38.7% | Reduced |
| Simplex Trading, LLC | 87 | $4.00K | 0.00% | +87 | New |
| Cambridge Trust Co | 73 | $3.47K | 0.00% | −25−25.5% | Reduced |
| Ellevest, Inc. | 64 | $3.04K | 0.00% | −69−51.9% | Reduced |
| Capital Advisors, Ltd. LLC | 66 | $3.00K | 0.00% | +66 | New |
| Parkside Financial Bank & Trust | 57 | $2.71K | 0.00% | +54+1,800.0% | Added |
| Pacifica Partners Inc. | 50 | $2.43K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 44 | $2.09K | 0.00% | +44 | New |
| West Paces Advisors Inc. | 44 | $2.09K | 0.00% | +44 | New |
| Lindbrook Capital, LLC | 42 | $2.00K | 0.00% | −89−67.9% | Reduced |
| Massmutual Trust Co FSB | 28 | $1.33K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 27 | $1.28K | 0.00% | −166−86.0% | Reduced |
| Farmers & Merchants Investments Inc | 26 | $1.24K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 22 | $1.06K | 0.00% | −1−4.3% | Reduced |
| Bell Investment Advisors, Inc | 22 | $1.05K | 0.00% | +11+100.0% | Added |
| Covestor Ltd | 29 | $1.00K | 0.00% | +23+383.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $1.00K | 0.00% | +12 | New |
| First Horizon Advisors, Inc. | 17 | $808 | 0.00% | +17 | New |
| Global Retirement Partners, LLC | 14 | $646 | 0.00% | +14 | New |
| Baker Avenue Asset Management, LP | 13 | $618 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $571 | 0.00% | +1+9.1% | Added |
| 25 LLC | 10 | $468 | 0.00% | +10 | New |
| Creative Planning | 6 | $286 | 0.00% | +6 | New |
| Pension & Wealth Management Advisors, Inc. | 4 | $190 | 0.00% | +4 | New |
| Steward Partners Investment Advisory, LLC | 3 | $143 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $96 | 0.00% | +1+100.0% | Added |
| Schubert & Co | 1 | $48 | 0.00% | +1 | New |
| IFP Advisors, Inc | 0 | $23 | 0.00% | −67−100.0% | Reduced |
| Avion Wealth | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Algert Global LLC | 0 | $0 | 0.00% | −17,061−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −14,432−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,190−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −9,151−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −6,571−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,223−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −4,651−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |