Institutional Ownership Northwestern Corp (NWE)
This table provides information about the institutional ownership of Northwestern Corp (NWE). We have compiled data on the 366 institutions that hold shares in the stock, with a total of 58.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
451
shares
|
$24,042
0.0% of portfolio
|
Q2 2025
Added 31.49%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
435
shares
|
$23,189
0.0% of portfolio
|
Q2 2024
Added 141.67%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
425
shares
|
$22,656
0.0% of portfolio
|
Q1 2025
Added 50.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
364
shares
|
$19,404
0.0% of portfolio
|
Q1 2025
Added 14.11%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
359
shares
|
$19,138
0.0% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
301
shares
|
$16,046
0.0% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
297
shares
|
$15,833
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
288
shares
|
$15,353
0.0% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
276
shares
|
$14,713
0.01% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
267
shares
|
$14,233
0.01% of portfolio
|
Q1 2025
Added 310.77%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
258
shares
|
$13,753
0.0% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
235
shares
|
$12,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
223
shares
|
$11,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
223
shares
|
$11,888
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
187
shares
|
$9,968
0.01% of portfolio
|
Q2 2022
Added 11.31%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
186
shares
|
$9,915
0.0% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
180
shares
|
$9,595
0.0% of portfolio
|
Q1 2025
Reduced 34.55%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
171
shares
|
$9,116
0.0% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
150
shares
|
$7,996
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
126
shares
|
$6,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
125
shares
|
$6,663
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
107
shares
|
$5,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
107
shares
|
$5,704
0.0% of portfolio
|
Q2 2024
Added 296.3%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
105
shares
|
$5,597
0.0% of portfolio
|
Q1 2025
Added 110.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
103
shares
|
$5,490
0.0% of portfolio
|
Q2 2025
Added 1.98%
|