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 316 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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
209
shares
|
$10,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$9,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
200
shares
|
$9,596
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
199
shares
|
$9,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
186
shares
|
$8,924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
180
shares
|
$8,636
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
178
shares
|
$8,540
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
161
shares
|
$7,724
0.0% of portfolio
|
Q4 2025
Added 29.84%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
155
shares
|
$7,436
0.0% of portfolio
|
Q3 2025
Added 106.67%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
150
shares
|
$7,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
150
shares
|
$7,196
0.0% of portfolio
|
Q2 2024
Added 689.47%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
131
shares
|
$6,285
0.0% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
113
shares
|
$5,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
110
shares
|
$5,277
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$4,798
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
99
shares
|
$4,750
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
78
shares
|
$3,742
0.0% of portfolio
|
Q3 2025
Added 56.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
75
shares
|
$3,598
0.0% of portfolio
|
Q1 2024
Reduced 40.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
65
shares
|
$3,118
0.0% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
51
shares
|
$2,446
0.0% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
31
shares
|
$1,487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
29
shares
|
$1,391
0.0% of portfolio
|
Q2 2025
Reduced 99.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
27
shares
|
$1,295
0.0% of portfolio
|
Q3 2025
Reduced 99.36%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
26
shares
|
$1,247
0.0% of portfolio
|
Q4 2022
Added 13.04%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
21
shares
|
$1,007
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|