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, Q2 2023
Institutional positions in Northwest Natural Holding Co as of Jun 30, 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
- 248
- −9 vs. Q1 2023
- Shares held
- 27.1M
- +361.3K (+1.4%) vs. Q1 2023
- Total value
- $1.17B
- −$104.3M (−8.2%) vs. Q1 2023
- New holders
- 29
- 94 more added
- Sold out
- 38
- 86 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Northwest Natural Holding Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 692 | $29.8K | 0.00% | −417−37.6% | Reduced |
| Avalon Trust Co | 680 | $29.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 584 | $25.1K | 0.00% | +45+8.3% | Added |
| West Tower Group, LLC | 513 | $22.1K | 0.02% | +513 | New |
| Toronto Dominion Bank | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $21.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 440 | $18.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 404 | $17.4K | 0.02% | +404 | New |
| Cypress Capital Management LLC (WY) | 400 | $17.2K | 0.02% | −150−27.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 375 | $16.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 351 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 355 | $15.0K | 0.00% | +31+9.6% | Added |
| WealthPlan Investment Management, LLC | 263 | $11.3K | 0.00% | −131−33.2% | Reduced |
| Versant Capital Management, Inc | 246 | $10.6K | 0.00% | +43+21.2% | Added |
| Hartford Financial Management Inc. | 235 | $10.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 208 | $9.00K | 0.00% | −109−34.4% | Reduced |
| Sandy Spring Bank | 200 | $8.61K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 146 | $6.31K | 0.00% | −103−41.4% | Reduced |
| Harbour Investments, Inc. | 125 | $5.38K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 125 | $5.38K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 118 | $5.12K | 0.00% | +12+11.3% | Added |
| Assetmark, Inc | 90 | $3.88K | 0.00% | −12−11.8% | Reduced |
| Capital Advisors, Ltd. LLC | 59 | $3.00K | 0.00% | −7−10.6% | Reduced |
| Pacifica Partners Inc. | 50 | $2.14K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 38 | $2.00K | 0.00% | +38 | New |
| West Paces Advisors Inc. | 44 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $1.51K | 0.00% | +13+59.1% | Added |
| Parallel Advisors, LLC | 30 | $1.31K | 0.00% | +8+36.4% | Added |
| Point72 Asset Management, L.P. | 29 | $1.23K | 0.00% | −4,755−99.4% | Reduced |
| Massmutual Trust Co FSB | 27 | $1.16K | 0.00% | −1−3.6% | Reduced |
| PSI Advisors, LLC | 27 | $1.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $1.12K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $1.00K | 0.00% | −8−27.6% | Reduced |
| Fifth Third Bancorp | 23 | $990 | 0.00% | −144−86.2% | Reduced |
| Clearview Wealth Advisors LLC | 23 | $990 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $990 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 19 | $818 | 0.00% | +5+35.7% | Added |
| Lindbrook Capital, LLC | 18 | $775 | 0.00% | −24−57.1% | Reduced |
| First Horizon Advisors, Inc. | 17 | $731 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $474 | 0.00% | +11 | New |
| Baker Avenue Asset Management, LP | 5 | $215 | 0.00% | −8−61.5% | Reduced |
| Crewe Advisors LLC | 4 | $173 | 0.00% | +4 | New |
| Steward Partners Investment Advisory, LLC | 3 | $129 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $44 | 0.00% | −1−50.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $43 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 1 | $43 | 0.00% | +1 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $0 | 0.00% | −8−66.7% | Reduced |
| Avion Wealth | 12 | $0 | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −62,437−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −20,671−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,241−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,341−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,827−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −9,780−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,070−100.0% | Sold out |
| Vista Capital Partners, Inc. | 0 | $0 | 0.00% | −5,339−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −5,217−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,040−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −4,771−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,744−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,543−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −4,395−100.0% | Sold out |
| Alan B. Lancz & Associates, Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,236−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |