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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.

Institutional holdersQ4 2024: 262 institutions
Q1 2021: 200 institutionsQ2 2021: 217 institutionsQ3 2021: 215 institutionsQ4 2021: 217 institutionsQ1 2022: 261 institutionsQ2 2022: 247 institutionsQ3 2022: 232 institutionsQ4 2022: 239 institutionsQ1 2023: 257 institutionsQ2 2023: 248 institutionsQ3 2023: 229 institutionsQ4 2023: 243 institutionsQ1 2024: 246 institutionsQ2 2024: 244 institutionsQ3 2024: 258 institutionsQ4 2024: 262 institutionsQ1 2025: 280 institutionsQ2 2025: 283 institutionsQ3 2025: 286 institutionsQ4 2025: 312 institutionsQ1 2026: 329 institutionsQ2 2026: 320 institutions
Value heldQ4 2024: $1.22B
Q1 2021: $1.16BQ2 2021: $1.14BQ3 2021: $1.00BQ4 2021: $1.07BQ1 2022: $1.28BQ2 2022: $1.39BQ3 2022: $1.15BQ4 2022: $1.27BQ1 2023: $1.27BQ2 2023: $1.17BQ3 2023: $1.05BQ4 2023: $1.10BQ1 2024: $1.06BQ2 2024: $1.04BQ3 2024: $1.24BQ4 2024: $1.22BQ1 2025: $1.32BQ2 2025: $1.27BQ3 2025: $1.44BQ4 2025: $1.55BQ1 2026: $1.76BQ2 2026: $1.68B
Institutions holding NWN and their total value by quarter
QuarterHoldersValue
Q2 2026320$1.68B
Q1 2026329$1.76B
Q4 2025312$1.55B
Q3 2025286$1.44B
Q2 2025283$1.27B
Q1 2025280$1.32B
Q4 2024262$1.22B
Q3 2024258$1.24B
Q2 2024244$1.04B
Q1 2024246$1.06B
Q4 2023243$1.10B
Q3 2023229$1.05B
Q2 2023248$1.17B
Q1 2023257$1.27B
Q4 2022239$1.27B
Q3 2022232$1.15B
Q2 2022247$1.39B
Q1 2022261$1.28B
Q4 2021217$1.07B
Q3 2021215$1.00B
Q2 2021217$1.14B
Q1 2021200$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.

Institutions holding NWN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Quadrant Capital Group LLC1,039$41.1K0.00%+176+20.4%Added
Simplex Trading, LLC1,061$41.0K0.00%+1,061New
Capital Advisors, Ltd. LLC1,009$40.0K0.01%+1,000+11,111.1%Added
CIBC Private Wealth Group, LLC1,000$39.2K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.961$38.0K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.902$35.7K0.00%+23+2.6%Added
Creative Planning895$35.4K0.00%−4,269−82.7%Reduced
Winthrop Capital Management, LLC900$35.0K0.01%00.0%Unchanged
Jones Financial Companies LLLP863$34.1K0.00%−760−46.8%Reduced
Signaturefd, LLC649$25.7K0.00%00.0%Unchanged
MAI Capital Management642$25.4K0.00%+642New
Lindbrook Capital, LLC558$22.1K0.00%+14+2.6%Added
First Pacific Financial528$20.9K0.00%−19−3.5%Reduced
Nomura Asset Management Co Ltd520$20.6K0.00%00.0%Unchanged
Monetary Management Group Inc500$19.8K0.01%00.0%Unchanged
St Germain D J Co Inc500$19.8K0.00%+500New
Venturi Wealth Management, LLC500$19.8K0.00%+500New
Transce3nd, LLC469$18.6K0.01%+469New
Whittier Trust Co of Nevada Inc440$17.4K0.00%00.0%Unchanged
Farther Finance Advisors, LLC388$15.3K0.00%−15−3.7%Reduced
Smartleaf Asset Management LLC370$14.6K0.00%+274+285.4%Added
EverSource Wealth Advisors, LLC361$14.3K0.00%+15+4.3%Added
WR Wealth Planners, LLC351$13.9K0.00%00.0%Unchanged
Global Retirement Partners, LLC350$13.8K0.00%+350New
Estabrook Capital Management314$12.4K0.00%+4+1.3%Added
Bessemer Group Inc311$12.0K0.00%+37+13.5%Added
Principal Securities, Inc.271$10.7K0.00%00.0%Unchanged
Hartford Financial Management Inc.235$9.30K0.00%00.0%Unchanged
Versant Capital Management, Inc228$9.02K0.00%+116+103.6%Added
Larson Financial Group LLC216$8.56K0.00%+210+3,500.0%Added
Umb Bank N A214$8.47K0.00%00.0%Unchanged
Sandy Spring Bank200$7.91K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.180$7.14K0.00%00.0%Unchanged
Fifth Third Bancorp165$6.53K0.00%+9+5.8%Added
Private Wealth Management Group, LLC150$5.93K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.150$5.93K0.00%+150New
Prudent Man Investment Management, Inc.150$5.93K0.00%+150New
Russell Investments Group, Ltd.133$5.26K0.00%+67+101.5%Added
Massmutual Trust Co FSB124$4.91K0.00%+44+55.0%Added
Human Investing LLC113$4.47K0.00%+113New
Northwestern Mutual Wealth Management Co99$3.92K0.00%−26−20.8%Reduced
Quarry LP95$3.76K0.00%+57+150.0%Added
First Horizon Advisors, Inc.86$3.40K0.00%+27+45.8%Added
Assetmark, Inc75$2.97K0.00%00.0%Unchanged
UMA Financial Services, Inc.75$2.97K0.00%+75New
Covestor Ltd52$2.00K0.00%+4+8.3%Added
Rothschild Investment LLC45$1.78K0.00%+15+50.0%Added
PSI Advisors, LLC27$1.07K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc26$1.03K0.00%00.0%Unchanged
Picton Mahoney Asset Management29$1.00K0.00%00.0%Unchanged
Skopos Labs, Inc.21$8310.00%+21New
Riverview Trust Co20$7910.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC19$7520.00%+19New
Huntington National Bank16$6330.00%+16New
Van Hulzen Asset Management, LLC14$5540.00%+14New
Bell Investment Advisors, Inc12$4750.00%00.0%Unchanged
IFP Advisors, Inc7$2770.00%+7New
Parkside Financial Bank & Trust6$2380.00%00.0%Unchanged
Parallel Advisors, LLC6$2370.00%−31−83.8%Reduced
Kayne Anderson Rudnick Investment Management LLC5$1980.00%00.0%Unchanged
JFS Wealth Advisors, LLC1$400.00%00.0%Unchanged
Hemington Wealth Management1$00.00%+1New
Marshall Wace, LLP0$00.00%−58,171−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−50,884−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−29,507−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−21,252−100.0%Sold out
Winton Group Ltd0$00.00%−19,127−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−15,342−100.0%Sold out
HRT Financial LP0$00.00%−13,305−100.0%Sold out
XTX Topco Ltd0$00.00%−10,905−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−9,940−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−8,808−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−7,990−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−7,822−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−6,395−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−5,691−100.0%Sold out
Miller Howard Investments Inc0$00.00%−5,432−100.0%Sold out
Ethic Inc.0$00.00%−5,828−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−5,005−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−4,976−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−4,436−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−1,918−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−840−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−103−100.0%Sold out
True Wealth Design, LLC0$00.00%−94−100.0%Sold out
ORG Partners LLC0$00.00%−92−100.0%Sold out
Quest Partners LLC0$00.00%−9−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−2−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
First Personal Financial Services––––Not filed
M&R Capital Management Inc––––Not filed