Northwest Natural HoldingNWN

13F holders, Q1 2026 (March 31)
329holders +17
49new positions
30sold out
6famous investors
$53.21avg. 13F price*

At the end of Q1 2026, 329 institutions reported holding Northwest Natural Holding Co. (NWN) in their 13F filings, up 17 from Q4 2025. 49 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($339.7M), Vanguard Portfolio Management LLC ($139.9M) and Vanguard Capital Management LLC ($97.5M). 6 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Northwest Natural Holding Co.
CUSIP
66765N105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 246Q1 2024Q2 2024: 244Q2 2024Q3 2024: 258Q3 2024Q4 2024: 262Q4 2024Q1 2025: 280Q1 2025Q2 2025: 283Q2 2025Q3 2025: 286Q3 2025Q4 2025: 312Q4 2025Q1 2026: 329Q1 2026Q2 2026: 320Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions49$54.8M
Exits30$8.3M

All 13F filers, Q4 2025 → Q1 2026: 2,814,712 shares bought and 2,646,075 shares sold, net +168,637 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 329 holders

BlackRock, Inc. 0.01% Reduce -6.3% 6,383,093 $339.7M
Vanguard Portfolio Management LLC 0.01% — 2,628,040 $139.9M
Vanguard Capital Management LLC 0.00% — 1,832,517 $97.5M
State Street Corp. 0.00% Reduce -22.5% 1,605,211 $85.4M
Vaughan Nelson Investment Management, L.P. 0.64% Reduce -14.6% 1,189,201 $63.3M
Geode Capital Management, LLC 0.00% Add +4.3% 1,032,239 $54.9M
Morgan Stanley 0.00% Reduce -9.0% 831,355 $44.2M
Invesco Ltd. 0.00% Add +29.4% 799,977 $42.6M
First Trust Advisors LP 0.03% Reduce -12.0% 755,910 $40.2M
Dimensional Fund Advisors LP 0.01% Add +2.6% 743,512 $39.6M
Goldman Sachs Group Inc. 0.00% Add +11.8% 656,172 $34.9M
Duff & Phelps Investment Management Co. 0.34% Reduce -28.4% 613,090 $32.6M
William Blair Investment Management, LLC 0.10% Add +3.3% 594,204 $31.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.2% 583,009 $31.0M
Gabelli Funds LLC 0.19% No change 520,000 $27.7M
Nuveen, LLC 0.01% Add +75.5% 502,520 $26.7M
Bank of New York Mellon Corp 0.00% Reduce -1.5% 476,484 $25.4M
Northern Trust Corp. 0.00% Add +4.1% 456,313 $24.3M
Victory Capital Management Inc. 0.01% Add +161.4% 417,945 $22.2M
MetLife Investment Management, LLC 0.10% Add +0.4% 370,701 $19.7M
GAMCO Investors 0.19% No change 363,700 $19.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -13.3% 311,567 $16.6M
Two Sigma Investments, LP 0.01% Add +370.5% 273,209 $14.5M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -6.7% 269,965 $14.4M
Glenmede Trust Co. NA 0.07% Reduce -8.5% 267,844 $14.3M
Vanguard Fiduciary Trust Co. 0.00% — 267,416 $14.2M
Prudential Financial Inc. 0.02% Reduce -17.5% 241,642 $12.9M
Legal & General Group Plc 0.00% Reduce -5.8% 241,348 $12.8M
Principal Financial Group Inc. 0.01% Reduce -21.8% 238,699 $12.7M
Natixis Advisors, LLC 0.02% Reduce -16.6% 225,256 $12.0M
American Century Companies Inc. 0.01% Add +2.4% 223,057 $11.9M
AQR Capital Management 0.01% Add +3.6% 222,324 $11.8M
Thompson Siegel & Walmsley LLC 0.19% Reduce -35.0% 207,103 $11.0M
Edgestream Partners, L.P. 0.35% Add +54.1% 201,660 $10.7M
SG Americas Securities, LLC 0.01% Add +17.0% 193,166 $10.3M
Bank of America Corp. 0.00% Reduce -21.1% 191,461 $10.2M
Jupiter Asset Management Ltd. 0.05% New 188,390 $10.0M
Baird Financial Group, Inc. 0.01% Add +40.7% 172,740 $9.2M
Dana Investment Advisors, Inc. 0.26% Reduce -0.2% 166,685 $8.9M
Ameriprise Financial Inc. 0.00% Reduce -4.0% 160,223 $8.5M
Franklin Resources Inc. 0.00% Add +424.6% 154,521 $8.2M
Public Sector Pension Investment Board 0.02% Add +3.4% 148,485 $7.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.2% 142,193 $7.6M
Exchange Traded Concepts, LLC 0.06% Add +1.8% 141,996 $7.6M
ProShare Advisors LLC 0.01% Reduce -7.7% 130,453 $6.9M
UBS Group AG 0.00% Add +70.1% 129,677 $6.9M
HRT Financial LP 0.02% Add +198.7% 128,717 $6.8M
JPMorgan Chase & Co. 0.00% Reduce -30.4% 126,006 $6.8M
Rhumbline Advisers 0.01% Add +1.6% 122,388 $6.5M
Millennium Management 0.00% Reduce -49.0% 107,940 $5.7M
Qube Research & Technologies Ltd 0.01% New 97,248 $5.2M
Voya Investment Management LLC 0.01% Reduce -10.9% 96,956 $5.2M
CSM Advisors, LLC 0.13% Add +6.0% 96,501 $5.1M
Point72 Asset Management 0.01% New 95,053 $5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +17.4% 90,648 $4.8M
Grace & White Inc. 0.86% Reduce -1.9% 90,064 $4.8M
Jane Street Group, LLC 0.00% New 85,198 $4.5M
TCW Group Inc. 0.03% New 83,975 $4.5M
Swiss National Bank 0.00% Add +1.6% 82,100 $4.4M
Deutsche Bank AG 0.00% Add +4.0% 76,815 $4.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.0% 69,041 $3.7M
Bessemer Group Inc. 0.01% Add +0.5% 67,961 $3.6M
LSV Asset Management 0.01% No change 67,200 $3.6M
Wells Fargo & Company 0.00% Reduce -30.9% 66,068 $3.5M
Cetera Investment Advisers 0.00% Add +1.1% 65,321 $3.5M
New York State Teachers Retirement System 0.01% Reduce -2.4% 64,050 $3.4M
Citigroup Inc. 0.00% Add +10.5% 59,625 $3.2M
WINTON GROUP Ltd 0.11% Add +12.0% 59,480 $3.2M
Citadel Advisors 0.00% Add +86.7% 58,017 $3.1M
T. Rowe Price Associates Inc. 0.00% Add +17.7% 56,692 $3.0M
Panagora Asset Management Inc. 0.01% New 56,527 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.3% 56,351 $3.0M
Squarepoint Ops LLC 0.01% New 53,675 $2.9M
D. E. Shaw & Co. 0.00% New 52,170 $2.8M
Martingale Asset Management L P 0.07% Add +28.3% 49,836 $2.7M
Hennessy Advisors Inc. 0.09% No change 49,303 $2.6M
North Star Investment Management Corp. 0.16% No change 48,000 $2.6M
State of New Jersey Common Pension Fund D 0.01% Add +0.6% 45,617 $2.4M
Janney Montgomery Scott LLC 0.01% Reduce -33.7% 44,189 $2.4M
Magellan Asset Management Ltd 0.03% Add +24.6% 43,909 $2.3M
Maryland State Retirement & Pension System 0.05% Reduce -4.8% 42,922 $2.3M
Quantinno Capital Management LP 0.00% Add +34.7% 41,913 $2.2M
California State Teachers Retirement System 0.00% Add +16.3% 41,694 $2.2M
FMR LLC 0.00% Add +19.7% 41,144 $2.2M
Macquarie Group Ltd. 0.01% Add +59.0% 39,287 $2.1M
Alliancebernstein L.P. 0.00% Reduce -2.2% 44,247 $2.1M
Sei Investments Co. 0.00% Add +30.1% 38,306 $2.0M
Susquehanna International Group, LLP 0.00% Add +588.4% 37,515 $2.0M
Wedge Capital Management L L P 0.03% Reduce -17.4% 35,297 $1.9M
Jackson Creek Investment Advisors LLC 0.55% New 34,878 $1.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 31,681 $1.7M
Vanguard Investments Australia, Ltd. 0.00% — 31,326 $1.7M
XTX Topco Ltd 0.03% Add +131.1% 30,007 $1.6M
Bridgeway Capital Management, LLC 0.03% Reduce -2.9% 30,000 $1.6M
Occudo Quantitative Strategies LP 0.09% New 29,858 $1.6M
Nordea Investment Management AB 0.00% New 28,970 $1.5M
Raymond James Financial Inc. 0.00% Reduce -6.9% 28,673 $1.5M
LPL Financial LLC 0.00% Add +4.6% 28,083 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -2.9% 27,705 $1.5M
Advisors Asset Management, Inc. 0.02% Reduce -11.8% 27,344 $1.5M
VARCOV Co. 0.52% Add +207.9% 26,260 $1.4M
Ieq Capital, LLC 0.01% Add +9.0% 25,873 $1.4M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -14.4% 25,014 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +2.9% 24,976 $1.3M
Dark Forest Capital Management LP 0.11% New 23,528 $1.3M
Jennison Associates LLC 0.00% New 23,207 $1.2M
Fifth Third Bancorp 0.00% Add +1660.9% 23,032 $1.2M
US Bancorp \de 0.00% Reduce -2.5% 23,031 $1.2M
Engineers Gate Manager LP 0.01% New 22,483 $1.2M
Trexquant Investment LP 0.01% New 22,332 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -27.2% 22,077 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -2.8% 21,716 $1.2M
Illinois Municipal Retirement Fund 0.01% Reduce -7.9% 21,500 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.9% 18,860 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -3.2% 18,400 $979K
KLP Kapitalforvaltning As 0.00% Add +2.9% 18,000 $958K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +8.0% 17,987 $957K
PDT Partners, LLC 0.06% No change 17,812 $948K
State of Tennessee, Department of Treasury 0.00% Add +7.9% 17,701 $942K
Royal Bank of Canada 0.00% Reduce -16.2% 17,674 $941K
Caxton Associates LLP 0.02% Add +11.6% 17,479 $930K
Barclays PLC 0.00% Reduce -76.1% 17,402 $926K
STRS Ohio 0.00% Reduce -6.6% 17,100 $910K
Tidal Investments LLC 0.00% Reduce -4.7% 17,035 $907K
Van Eck Associates Corp. 0.00% Add +5.8% 16,783 $893K
Cerity Partners LLC 0.00% Add +37.9% 16,722 $890K
Janus Henderson Group PLC 0.00% No change 16,471 $877K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +28.7% 16,381 $872K
Creative Planning 0.00% Add +35.4% 16,370 $871K
Vanguard Global Advisers, LLC 0.00% — 16,368 $871K
Alps Advisors Inc. 0.00% Reduce -4.6% 14,904 $793K
State of Wisconsin Investment Board 0.00% Reduce -27.1% 14,869 $791K
Los Angeles Capital Management LLC 0.00% Add +6560.5% 14,853 $790K
Bank of Montreal 0.00% Reduce -16.3% 14,741 $785K
R Squared Ltd 0.42% New 14,535 $774K
New York State Common Retirement Fund 0.00% Add +16.1% 14,410 $767K
BNP Paribas Financial Markets 0.00% Reduce -59.8% 13,993 $745K
Bailard, Inc. 0.02% No change 13,923 $741K
Choreo, LLC 0.01% Reduce -0.3% 13,624 $725K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 13,596 $724K
Horizon Investments, LLC 0.01% Add +0.8% 13,588 $716K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 13,401 $713K
Penn Capital Management Company, LLC 0.06% Reduce -17.8% 13,371 $712K
Ballentine Partners, LLC 0.01% No change 13,307 $708K
First Citizens Bank & Trust Co. 0.01% Reduce -7.2% 13,247 $705K
Ethic Inc. 0.01% Add +9.6% 12,692 $675K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.3% 12,679 $675K
Spirit of America Management Corp. 0.13% Add +4.2% 12,450 $663K
Lazard Asset Management LLC 0.00% Reduce -72.7% 12,097 $644K
Allworth Financial LP 0.00% Add +0.3% 12,094 $644K
Amalgamated Bank 0.00% Add +0.3% 11,935 $635K
Amundi 0.00% Add +140.4% 11,744 $625K
TRUE Private Wealth Advisors 0.06% Reduce -0.0% 11,731 $624K
Quantbot Technologies LP 0.03% New 11,538 $614K
Cwm, LLC 0.00% Reduce -5.6% 11,485 $611K
Arizona State Retirement System 0.00% Reduce -1.0% 11,401 $607K
PNC Financial Services Group, Inc. 0.00% Add +6.6% 11,335 $603K
Graham Capital Management, L.P. 0.03% Add +30.1% 11,332 $603K
Police & Firemen's Retirement System of New Jersey 0.01% No change 11,180 $595K
Yousif Capital Management, LLC 0.01% Reduce -1.4% 11,004 $586K
Ingalls & Snyder LLC 0.02% No change 10,891 $580K
Intech Investment Management LLC 0.01% Reduce -39.8% 10,686 $569K
Beacon Pointe Advisors, LLC 0.00% New 10,639 $566K
Federation des caisses Desjardins du Quebec 0.00% Add +29.8% 10,282 $547K
State Board of Administration of Florida Retirement System 0.00% No change 10,185 $542K
Teachers Retirement System of the State of Kentucky 0.00% No change 10,057 $535K
Quadrant Capital Group LLC 0.02% Add +0.7% 9,688 $516K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -12.8% 9,534 $507K
Voloridge Investment Management, LLC 0.00% Reduce -67.7% 9,496 $505K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.1% 9,442 $503K
Wealth Enhancement Advisory Services, LLC 0.00% Add +24.5% 9,105 $498K
Pictet Asset Management Holding SA 0.00% Add +13.1% 9,345 $497K
Catalyst Funds Management Pty Ltd 0.08% New 9,226 $491K
Mercer Global Advisors Inc. 0.00% Add +5.7% 9,152 $487K
Focus Partners Wealth 0.00% Add +5.3% 8,967 $477K
Daiwa Securities Group Inc. 0.00% Reduce -11.0% 8,762 $466K
Groupe la Francaise 0.01% No change 8,668 $461K
State of Wyoming 0.05% Add +51.7% 8,635 $460K
Stifel Financial Corp. 0.00% Add +8.6% 8,631 $459K
Federated Hermes, Inc. 0.00% No change 8,569 $456K
Intrua Financial, LLC 0.05% Reduce -0.5% 8,387 $446K
HighTower Advisors, LLC 0.00% Reduce -9.0% 8,336 $444K
Creative Financial Designs Inc. 0.02% Add +438.2% 7,653 $407K
Hilltop Holdings Inc. 0.04% Add +46.7% 7,382 $393K
EP Wealth Advisors, LLC 0.00% Reduce -2.4% 7,139 $380K
Marshall Wace, LLP 0.00% Reduce -79.5% 7,117 $379K
Ascentis Independent Advisors 0.03% New 6,952 $370K
Mackenzie Financial Corp. 0.00% New 6,918 $368K
Vanguard Personalized Indexing Management, LLC 0.00% New 6,911 $368K
M&T Bank Corp 0.00% Reduce -0.2% 6,825 $363K
Russell Investments Group, Ltd. 0.00% Reduce -20.8% 6,632 $353K
D.A. Davidson & Co. 0.00% No change 6,376 $339K
Oakmont Investment Advisors, Inc. 0.29% No change 6,000 $319K
iSAM Funds (UK) Ltd 0.16% New 5,978 $318K
Mariner, LLC 0.00% Reduce -28.1% 5,947 $316K
CFS Investment Advisory Services, LLC 0.02% No change 5,560 $300K
Asset Management One Co., Ltd. 0.00% Reduce -2.3% 5,596 $298K
Aquatic Capital Management LLC 0.01% New 5,497 $293K
Tower Research Capital LLC (TRC) 0.01% Add +860.9% 5,314 $283K
Captrust Financial Advisors 0.00% Add +3.0% 5,251 $279K
Jacobi Capital Management LLC 0.02% No change 5,177 $276K
Root Financial Partners, LLC 0.01% Add +258150.0% 5,165 $275K
Kestra Advisory Services, LLC 0.00% Reduce -16.8% 4,989 $266K
nVerses Capital, LLC 0.24% New 4,953 $264K
Fortitude Advisory Group L.L.C. 0.12% Reduce -1.8% 4,940 $263K
Wbi Investments, LLC 0.07% New 4,921 $262K
Millington Securities, LLC 0.07% — 4,921 $262K
Keudell/Morrison Wealth Management 0.05% Add +2.5% 4,823 $257K
Mutual of America Capital Management LLC 0.00% Add +0.1% 4,750 $253K
NewEdge Advisors, LLC 0.00% No change 4,678 $249K
DNB Asset Management AS 0.00% New 4,610 $245K
Bill Few Associates, Inc. 0.06% New 4,597 $245K
Horizon Investment Services, LLC 0.08% New 4,462 $237K
Oxford Asset Management LLP 0.09% New 4,411 $235K
Significant Wealth Partners LLC 0.28% New 4,268 $227K
Envestnet Asset Management Inc. 0.00% New 4,107 $219K
Brooklyn Investment Group 0.01% New 4,035 $215K
Public Employees Retirement Association of Colorado 0.00% No change 4,015 $214K
Ellevest, Inc. 0.03% New 4,017 $214K
Xponance LLC 0.00% New 3,910 $208K
Cedar Mountain Advisors, LLC 0.04% Add +30.6% 3,793 $202K
DekaBank Deutsche Girozentrale 0.00% No change 3,578 $194K
SBI Securities Co., Ltd. 0.01% Reduce -7.2% 3,497 $186K
Ameritas Investment Partners, Inc. 0.01% No change 3,383 $180K
Eurizon Capital SGR S.p.A. 0.00% No change 3,033 $163K
IFM Investors Pty Ltd 0.00% New 2,866 $153K
GAMMA Investing LLC 0.01% Add +11.4% 2,758 $147K
Jones Financial Companies LLLP 0.00% Reduce -17.2% 2,295 $121K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.0% 2,263 $120K
Osaic Holdings, Inc. 0.00% Add +4.2% 2,116 $113K
CGC Financial Services, LLC 0.03% Add +0.1% 2,093 $111K
Whittier Trust Co. 0.00% No change 2,000 $109K
Hantz Financial Services, Inc. 0.00% Add +0.8% 1,798 $96K
Palouse Capital Management, Inc. 0.06% Reduce -19.7% 1,762 $94K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +54.5% 1,588 $85K
CoreCap Advisors, LLC 0.00% Reduce -7.7% 1,586 $84K
Geneos Wealth Management Inc. 0.00% No change 1,492 $79K
Sterling Capital Management LLC 0.00% Reduce -42.4% 1,386 $74K
KBC Group NV 0.00% No change 1,341 $71K
Axiom Investment Management LLC 0.05% — 1,329 $71K
Larson Financial Group LLC 0.00% Add +15.4% 1,288 $69K
Freestone Grove Partners LP 0.00% New 1,282 $68K
Clarity Asset Management, Inc. 0.03% Reduce -9.4% 1,185 $63K
Cranbrook Wealth Management, LLC 0.01% No change 1,104 $59K
LRI Investments, LLC 0.00% No change 1,046 $56K
Capital Advisors, Ltd. LLC 0.01% No change 1,033 $55K
Farther Finance Advisors, LLC 0.00% Reduce -0.4% 982 $53K
Pension & Wealth Management Advisors, Inc. 0.02% Add +0.9% 981 $52K
EverSource Wealth Advisors, LLC 0.00% Add +5.3% 952 $51K
Group One Trading LLC 0.00% Reduce -71.2% 941 $50K
Essential Partners LLC 0.02% Reduce -2.6% 917 $49K
Winthrop Capital Management, LLC 0.01% No change 900 $48K
MCF Advisors LLC 0.00% No change 900 $48K
Public Employees Retirement System of Ohio 0.00% Add +1.4% 885 $47K
Abound Wealth Management 0.01% No change 803 $43K
Blue Trust, Inc. 0.00% No change 800 $43K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +8.6% 732 $39K
Signaturefd, LLC 0.00% Add +12.4% 696 $37K
MAI Capital Management 0.00% Reduce -8.2% 663 $35K
Estabrook Capital Management 0.00% Add +89.1% 622 $33K
First Pacific Financial 0.00% Add +1.1% 539 $29K
UMB Bank, n.a. 0.00% Add +2.3% 525 $28K
Nomura Asset Management Co. Ltd. 0.00% No change 520 $28K
Entrust Financial LLC 0.02% No change 500 $27K
Monetary Management Group Inc. 0.01% No change 500 $27K
Whittier Trust Co. of Nevada Inc. 0.00% No change 440 $24K
Ancora Advisors LLC 0.00% No change 425 $23K
Rockefeller Capital Management L.P. 0.00% Reduce -30.8% 425 $23K
Salomon & Ludwin, LLC 0.00% Add +45.1% 412 $23K
Advisory Services Network, LLC 0.00% New 387 $21K
Kemnay Advisory Services Inc. 0.00% Reduce -78.3% 328 $17K
National Bank of Canada 0.00% Reduce -4.6% 314 $17K
Destiny Wealth Partners, LLC 0.00% New 310 $16K
Strategic Wealth Advisors LLC 0.01% No change 313 $16K
Harbor Capital Advisors, Inc. 0.00% Add +34.9% 294 $16K
Bayban 0.01% No change 300 $16K
NFSG Corp 0.00% No change 250 $13K
Versant Capital Management, Inc 0.00% No change 243 $13K
Hartford Financial Management Inc. 0.00% No change 235 $13K
USA Financial Formulas 0.00% New 221 $12K
Harbour Investments, Inc. 0.00% New 216 $12K
Archer Investment Corp 0.00% New 203 $11K
Triumph Capital Management 0.00% No change 200 $11K
Atlantic Union Bankshares Corp 0.00% No change 200 $11K
International Assets Investment Management, LLC 0.00% No change 193 $10K
Rothschild Investment LLC 0.00% Add +2.7% 189 $10K
Arax Advisory Partners 0.00% Reduce -45.6% 184 $10K
Westside Investment Management, Inc. 0.00% No change 178 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Add +13.0% 182 $10K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 180 $10K
Clearstead Advisors, LLC 0.00% New 173 $9K
Smartleaf Asset Management LLC 0.00% Reduce -43.1% 153 $8K
Wilkerson Advisory Group LLC 0.00% No change 151 $8K
Quarry LP 0.00% Add +202.1% 142 $8K
Private Wealth Management Group, LLC 0.00% Reduce -8.0% 138 $7K
Sound Income Strategies, LLC 0.00% Add +12.0% 131 $7K
Prudent Man Investment Management, Inc. 0.00% No change 150 $7K
High Note Wealth, LLC 0.00% No change 131 $7K
CX Institutional 0.00% No change 114 $6K
Twin Peaks Wealth Advisors, LLC 0.00% New 100 $5K
Lanark Financial, Inc. 0.00% No change 100 $5K
Community Bank, N.A. 0.00% No change 99 $5K
IFP Advisors, Inc 0.00% No change 97 $5K
Assetmark, Inc. 0.00% Add +14.7% 86 $5K
Meramec Financial Planners, LLC 0.00% Reduce -43.8% 63 $3K
Parallel Advisors, LLC 0.00% Add +14.6% 55 $3K
JPL Wealth Management, LLC 0.00% New 53 $3K
Keating Financial Advisory Services, Inc. 0.00% Add +1633.3% 52 $3K
Raffa Wealth Management, LLC 0.00% No change 40 $2K
Sunbelt Securities, Inc. 0.00% No change 33 $2K
Picton Mahoney Asset Management 0.00% No change 29 $2K
Rossby Financial, LCC 0.00% Add +170.0% 27 $1K
Zions Bancorporation, National Association 0.00% New 26 $1K
Farmers & Merchants Investments Inc. 0.00% No change 26 $1K
Parkside Financial Bank & Trust 0.00% Add +14.3% 24 $1K
Bare Financial Services, Inc 0.00% New 24 $1K
Cornerstone Financial Management LLC 0.00% New 16 $852
Huntington National Bank 0.00% No change 16 $852
Fortitude Family Office, LLC 0.00% No change 13 $692
Manchester Capital Management LLC 0.00% No change 13 $692
SouthState Bank Corp 0.00% No change 13 $692
Ankerstar Wealth, LLC 0.00% No change 5 $266
Gilpin Wealth Management, LLC 0.00% Add +100.0% 4 $213
True Wealth Design, LLC 0.00% No change 4 $213
CVA Family Office, LLC 0.00% New 2 $106
JFS Wealth Advisors, LLC 0.00% No change 1 $54
Hughes Financial Services, LLC 0.00% No change 1 $53
Jackson, Grant Investment Advisers, Inc. 0.00% Reduce -99.9% 1 $52
Covestor Ltd 0.00% No change 4 $0

"% of holder's portfolio" is NWN's weight in each manager's 13F, not the share of Northwest Natural Holding Co. the manager owns.