Institutional Ownership Northwest Natural Holding CO (NWN)
This table provides information about the institutional ownership of Northwest Natural Holding CO (NWN). We have compiled data on the 315 institutions that hold shares in the stock, with a total of 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,529
shares
|
$73,361
0.0% of portfolio
|
Q3 2025
Added 33.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,492
shares
|
$71,586
0.0% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,344
shares
|
$64,485
0.0% of portfolio
|
Q3 2025
Added 95.63%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,341
shares
|
$64,341
0.0% of portfolio
|
Q2 2025
Reduced 34.71%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,295
shares
|
$62,134
0.03% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,251
shares
|
$60,022
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,104
shares
|
$52,969
0.01% of portfolio
|
Q3 2020
Added 15.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,060
shares
|
$50,858
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
1,059
shares
|
$50,810
0.0% of portfolio
|
Q3 2025
Reduced 40.03%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,052
shares
|
$50,474
0.01% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,046
shares
|
$50,187
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,028
shares
|
$49,323
0.01% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,000
shares
|
$47,980
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
961
shares
|
$46,108
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
960
shares
|
$46,060
0.0% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
932
shares
|
$44,717
0.0% of portfolio
|
Q3 2025
Added 15.49%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
925
shares
|
$44,381
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
919
shares
|
$44,093
0.0% of portfolio
|
Q3 2025
Reduced 92.22%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
900
shares
|
$43,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
900
shares
|
$43,182
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
882
shares
|
$42,318
0.01% of portfolio
|
Q4 2021
Reduced 3.5%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
849
shares
|
$40,735
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
843
shares
|
$40,447
0.0% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
803
shares
|
$38,527
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
800
shares
|
$38,384
0.0% of portfolio
|
Q2 2025
Reduced 11.31%
|
|