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 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
180
shares
|
$7,531
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
159
shares
|
$6,652
0.0% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
155
shares
|
$6,485
0.0% of portfolio
|
Q2 2025
Added 844.52%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
153
shares
|
$6,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
150
shares
|
$6,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
150
shares
|
$6,276
0.0% of portfolio
|
Q2 2024
Added 689.47%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
142
shares
|
$5,941
0.0% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
139
shares
|
$5,815
0.0% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
113
shares
|
$4,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
112
shares
|
$4,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
100
shares
|
$4,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
75
shares
|
$3,138
0.0% of portfolio
|
Q1 2024
Reduced 40.94%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
75
shares
|
$3,138
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
67
shares
|
$2,803
0.0% of portfolio
|
Q2 2025
Reduced 75.28%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
53
shares
|
$2,217
0.0% of portfolio
|
Q2 2025
Added 657.14%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$2,092
0.0% of portfolio
|
Q2 2025
Added 614.29%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
29
shares
|
$1,213
0.0% of portfolio
|
Q2 2025
Reduced 99.89%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
26
shares
|
$1,087
0.0% of portfolio
|
Q4 2022
Added 13.04%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
24
shares
|
$1,004
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
21
shares
|
$878
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
17
shares
|
$711
0.0% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
16
shares
|
$669
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
15
shares
|
$627
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
13
shares
|
$543
0.0% of portfolio
|
Q1 2025
New holding
|