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 309 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
500
shares
|
$19,985
0.01% of portfolio
|
Q1 2021
Added 25.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
455
shares
|
$18,186
0.0% of portfolio
|
Q1 2025
Added 26.04%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
440
shares
|
$17,586
0.0% of portfolio
|
Q4 2019
Reduced 12.0%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
403
shares
|
$16,107
0.0% of portfolio
|
Q1 2025
Added 324.21%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
379
shares
|
$15,148
0.0% of portfolio
|
Q3 2024
Added 15.55%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
376
shares
|
$15,028
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
351
shares
|
$14,029
0.0% of portfolio
|
Q2 2022
Reduced 56.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
350
shares
|
$13,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
348
shares
|
$13,909
0.0% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
318
shares
|
$12,710
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
318
shares
|
$12,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
308
shares
|
$12,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
279
shares
|
$11,151
0.0% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
273
shares
|
$10,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
271
shares
|
$10,831
0.0% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
252
shares
|
$10,072
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
250
shares
|
$9,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
236
shares
|
$9,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
235
shares
|
$9,392
0.0% of portfolio
|
Q1 2021
Reduced 47.78%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
224
shares
|
$8,953
0.0% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
200
shares
|
$7,994
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
200
shares
|
$7,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
199
shares
|
$7,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
184
shares
|
$7,354
0.0% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
180
shares
|
$7,194
0.0% of portfolio
|
Q3 2023
New holding
|