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 306 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
148
shares
|
$6,085
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
142
shares
|
$5,839
0.0% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
122
shares
|
$5,016
0.0% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
113
shares
|
$4,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
100
shares
|
$4,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
84
shares
|
$3,454
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
80
shares
|
$3,289
0.0% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
75
shares
|
$3,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
75
shares
|
$3,084
0.0% of portfolio
|
Q1 2024
Reduced 40.94%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
53
shares
|
$2,179
0.0% of portfolio
|
Q2 2025
Added 657.14%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
50
shares
|
$2,056
0.0% of portfolio
|
Q1 2025
Reduced 41.86%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
27
shares
|
$1,110
0.0% of portfolio
|
Q1 2023
Reduced 86.01%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
26
shares
|
$1,069
0.0% of portfolio
|
Q4 2022
Added 13.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
23
shares
|
$945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
21
shares
|
$863
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
16
shares
|
$657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
13
shares
|
$534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
12
shares
|
$493
0.0% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
7
shares
|
$287
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
5
shares
|
$205
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
4
shares
|
$164
0.0% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
3
shares
|
$123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q4 2023
New holding
|