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 2024
Institutional positions in Northwest Natural Holding Co as of Dec 31, 2024. 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
- 262
- +8 vs. Q3 2024
- Shares held
- 30.8M
- +382.5K (+1.3%) vs. Q3 2024
- Total value
- $1.22B
- −$23.0M (−1.9%) vs. Q3 2024
- New holders
- 34
- 105 more added
- Sold out
- 26
- 70 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Northwest Natural Holding Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $198 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $237 | 0.00% | −31−83.8% | Reduced |
| Parkside Financial Bank & Trust | 6 | $238 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $277 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 12 | $475 | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14 | $554 | 0.00% | +14 | New |
| Huntington National Bank | 16 | $633 | 0.00% | +16 | New |
| Cassady Schiller Wealth Management, LLC | 19 | $752 | 0.00% | +19 | New |
| Riverview Trust Co | 20 | $791 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 21 | $831 | 0.00% | +21 | New |
| Picton Mahoney Asset Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $1.03K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 27 | $1.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $1.78K | 0.00% | +15+50.0% | Added |
| Covestor Ltd | 52 | $2.00K | 0.00% | +4+8.3% | Added |
| Assetmark, Inc | 75 | $2.97K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 75 | $2.97K | 0.00% | +75 | New |
| First Horizon Advisors, Inc. | 86 | $3.40K | 0.00% | +27+45.8% | Added |
| Quarry LP | 95 | $3.76K | 0.00% | +57+150.0% | Added |
| Northwestern Mutual Wealth Management Co | 99 | $3.92K | 0.00% | −26−20.8% | Reduced |
| Human Investing LLC | 113 | $4.47K | 0.00% | +113 | New |
| Massmutual Trust Co FSB | 124 | $4.91K | 0.00% | +44+55.0% | Added |
| Russell Investments Group, Ltd. | 133 | $5.26K | 0.00% | +67+101.5% | Added |
| Private Wealth Management Group, LLC | 150 | $5.93K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 150 | $5.93K | 0.00% | +150 | New |
| Prudent Man Investment Management, Inc. | 150 | $5.93K | 0.00% | +150 | New |
| Fifth Third Bancorp | 165 | $6.53K | 0.00% | +9+5.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 180 | $7.14K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $7.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 214 | $8.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 216 | $8.56K | 0.00% | +210+3,500.0% | Added |
| Versant Capital Management, Inc | 228 | $9.02K | 0.00% | +116+103.6% | Added |
| Hartford Financial Management Inc. | 235 | $9.30K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 271 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 311 | $12.0K | 0.00% | +37+13.5% | Added |
| Estabrook Capital Management | 314 | $12.4K | 0.00% | +4+1.3% | Added |
| Global Retirement Partners, LLC | 350 | $13.8K | 0.00% | +350 | New |
| WR Wealth Planners, LLC | 351 | $13.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 361 | $14.3K | 0.00% | +15+4.3% | Added |
| Smartleaf Asset Management LLC | 370 | $14.6K | 0.00% | +274+285.4% | Added |
| Farther Finance Advisors, LLC | 388 | $15.3K | 0.00% | −15−3.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 440 | $17.4K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 469 | $18.6K | 0.01% | +469 | New |
| Monetary Management Group Inc | 500 | $19.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 500 | $19.8K | 0.00% | +500 | New |
| Venturi Wealth Management, LLC | 500 | $19.8K | 0.00% | +500 | New |
| Nomura Asset Management Co Ltd | 520 | $20.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 528 | $20.9K | 0.00% | −19−3.5% | Reduced |
| Lindbrook Capital, LLC | 558 | $22.1K | 0.00% | +14+2.6% | Added |
| MAI Capital Management | 642 | $25.4K | 0.00% | +642 | New |
| Signaturefd, LLC | 649 | $25.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 863 | $34.1K | 0.00% | −760−46.8% | Reduced |
| Winthrop Capital Management, LLC | 900 | $35.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 895 | $35.4K | 0.00% | −4,269−82.7% | Reduced |
| Ronald Blue Trust, Inc. | 902 | $35.7K | 0.00% | +23+2.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 961 | $38.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $39.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,009 | $40.0K | 0.01% | +1,000+11,111.1% | Added |
| Simplex Trading, LLC | 1,061 | $41.0K | 0.00% | +1,061 | New |
| Quadrant Capital Group LLC | 1,039 | $41.1K | 0.00% | +176+20.4% | Added |
| LRI Investments, LLC | 1,046 | $41.4K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,104 | $43.7K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,214 | $48.0K | 0.00% | −10,597−89.7% | Reduced |
| Geneos Wealth Management Inc. | 1,292 | $51.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,332 | $52.7K | 0.01% | +173+14.9% | Added |
| GAMMA Investing LLC | 1,355 | $53.6K | 0.00% | +120+9.7% | Added |
| Federated Hermes, Inc. | 1,457 | $57.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,500 | $59.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,560 | $61.7K | 0.00% | −186−10.7% | Reduced |
| Clarity Asset Management, Inc. | 1,717 | $67.9K | 0.04% | +20+1.2% | Added |
| Advisor Group Holdings, Inc. | 1,786 | $71.1K | 0.00% | −2,624−59.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,869 | $73.9K | 0.00% | −603−24.4% | Reduced |
| Whittier Trust Co | 2,000 | $79.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,054 | $81.0K | 0.00% | +874+74.1% | Added |
| CGC Financial Services, LLC | 2,091 | $82.7K | 0.03% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 2,352 | $93.0K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 2,602 | $102.9K | 0.01% | −2,702−50.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,830 | $112.0K | 0.00% | +694+32.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,906 | $115.0K | 0.00% | +345+13.5% | Added |
| Spirit of America Management Corp | 3,400 | $134.5K | 0.03% | +1,500+78.9% | Added |
| DekaBank Deutsche Girozentrale | 3,578 | $140.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,608 | $142.7K | 0.01% | −4,083−53.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,842 | $152.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,938 | $155.8K | 0.00% | +3,938 | New |
| Sunbelt Securities, Inc. | 4,223 | $166.2K | 0.01% | +36+0.9% | Added |
| Public Employees Retirement Association of Colorado | 4,465 | $177.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,711 | $186.4K | 0.01% | +4,711 | New |
| Virtu Financial LLC | 5,164 | $204.0K | 0.01% | +5,164 | New |
| Headinvest, LLC | 5,168 | $204.4K | 0.04% | 00.0% | Unchanged |
| Colony Group, LLC | 5,266 | $208.3K | 0.00% | −38−0.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,371 | $212.5K | 0.00% | −1,246−18.8% | Reduced |
| CFS Investment Advisory Services, LLC | 5,560 | $220.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 5,533 | $221.3K | 0.00% | −814−12.8% | Reduced |
| Oppenheimer & Co Inc | 5,675 | $224.5K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,685 | $224.8K | 0.00% | −310−5.2% | Reduced |
| HighTower Advisors, LLC | 5,750 | $227.5K | 0.00% | +111+2.0% | Added |
| Jacobi Capital Management LLC | 5,759 | $227.8K | 0.02% | −1,021−15.1% | Reduced |
| Steel Peak Wealth Management LLC | 5,974 | $236.3K | 0.01% | −111−1.8% | Reduced |