Northwest Natural HoldingNWN

13F holders, Q2 2026 (June 30)
320holders −9
32new positions
40sold out
5famous investors
$49.07avg. 13F price*

At the end of Q2 2026, 320 institutions reported holding Northwest Natural Holding Co. (NWN) in their 13F filings, down 9 from Q1 2026. 32 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($329.2M), Vanguard Portfolio Management LLC ($134.2M) and Vanguard Capital Management LLC ($93.2M). 5 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions32$29.5M
Exits40$36.0M

All 13F filers, Q1 2026 → Q2 2026: 2,886,882 shares bought and 1,732,511 shares sold, net +1,154,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 320 holders

BlackRock, Inc. 0.00% Add +5.1% 6,710,338 $329.2M
Vanguard Portfolio Management LLC 0.01% Add +4.1% 2,734,741 $134.2M
Vanguard Capital Management LLC 0.00% Add +3.7% 1,899,829 $93.2M
State Street Corp. 0.00% Add +7.8% 1,730,864 $84.9M
Vaughan Nelson Investment Management, L.P. 0.63% Add +22.8% 1,459,852 $71.6M
Geode Capital Management, LLC 0.00% Add +18.9% 1,227,245 $60.2M
Invesco Ltd. 0.00% Add +16.3% 930,407 $45.6M
Morgan Stanley 0.00% Reduce -2.0% 814,327 $40.0M
Dimensional Fund Advisors LP 0.01% Add +2.5% 762,218 $37.4M
First Trust Advisors LP 0.02% Reduce -1.3% 746,103 $36.6M
Duff & Phelps Investment Management Co. 0.28% No change 613,090 $30.1M
Goldman Sachs Group Inc. 0.00% Reduce -11.7% 579,687 $28.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.4% 569,197 $27.9M
Gabelli Funds LLC 0.17% No change 520,000 $25.5M
Bank of New York Mellon Corp 0.00% Add +3.4% 492,465 $24.2M
Northern Trust Corp. 0.00% Add +7.7% 491,448 $24.1M
William Blair Investment Management, LLC 0.07% Reduce -21.1% 469,008 $23.0M
Two Sigma Investments, LP 0.02% Add +46.4% 400,088 $19.6M
MetLife Investment Management, LLC 0.08% Add +1.0% 374,347 $18.4M
GAMCO Investors 0.16% No change 363,700 $17.8M
Allianz Asset Management GmbH 0.02% New 331,977 $16.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +3.3% 321,797 $15.8M
Nuveen, LLC 0.00% Reduce -41.2% 295,471 $14.5M
Victory Capital Management Inc. 0.01% Reduce -29.7% 293,829 $14.4M
Vanguard Fiduciary Trust Co. 0.00% Add +4.7% 280,066 $13.7M
Hotchkis & Wiley Capital Management LLC 0.04% Add +2.3% 276,155 $13.5M
Natixis Advisors, LLC 0.01% Add +16.6% 262,525 $12.9M
Glenmede Trust Co. NA 0.06% Reduce -3.8% 257,658 $12.6M
Legal & General Group Plc 0.00% Add +2.2% 246,726 $12.1M
AQR Capital Management 0.00% Add +10.4% 245,554 $12.0M
Principal Financial Group Inc. 0.01% Add +2.0% 243,590 $12.0M
Edgestream Partners, L.P. 0.34% Add +16.3% 234,439 $11.5M
American Century Companies Inc. 0.00% Reduce -3.2% 216,011 $10.6M
Jupiter Asset Management Ltd. 0.05% Add +14.1% 214,950 $10.5M
Thompson Siegel & Walmsley LLC 0.18% Reduce -0.4% 206,356 $10.1M
Prudential Financial Inc. 0.01% Reduce -14.8% 205,922 $10.1M
Baird Financial Group, Inc. 0.01% Add +12.8% 194,795 $9.6M
SG Americas Securities, LLC 0.01% Reduce -6.3% 181,012 $8.9M
Franklin Resources Inc. 0.00% Add +16.1% 179,377 $8.8M
Bank of America Corp. 0.00% Reduce -14.1% 164,474 $8.1M
Dana Investment Advisors, Inc. 0.21% Reduce -1.6% 163,967 $8.0M
Amundi 0.00% Add +1283.8% 162,508 $8.0M
Qube Research & Technologies Ltd 0.01% Add +67.1% 162,486 $8.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +12.5% 159,904 $7.8M
Ameriprise Financial Inc. 0.00% Reduce -2.6% 156,118 $7.7M
ProShare Advisors LLC 0.01% Add +12.4% 146,694 $7.2M
Public Sector Pension Investment Board 0.02% Reduce -2.6% 144,597 $7.1M
CSM Advisors, LLC 0.14% Add +36.2% 131,465 $6.5M
Exchange Traded Concepts, LLC 0.03% Reduce -13.6% 122,734 $6.0M
Rhumbline Advisers 0.00% Reduce -8.4% 112,093 $5.5M
JPMorgan Chase & Co. 0.00% Reduce -20.2% 100,586 $5.1M
Voya Investment Management LLC 0.00% Reduce -4.7% 92,416 $4.5M
Grace & White Inc. 0.71% No change 90,064 $4.4M
TCW Group Inc. 0.03% Add +6.8% 89,720 $4.4M
Wells Fargo & Company 0.00% Add +34.1% 88,588 $4.3M
Swiss National Bank 0.00% Reduce -0.6% 81,600 $4.0M
UBS Group AG 0.00% Reduce -41.6% 75,745 $3.7M
Citigroup Inc. 0.00% Add +27.0% 75,701 $3.7M
Deutsche Bank AG 0.00% Reduce -3.2% 74,343 $3.6M
XTX Topco Ltd 0.04% Add +135.8% 70,764 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Add +1.9% 70,371 $3.4M
Bessemer Group Inc. 0.00% No change 67,961 $3.3M
Nordea Investment Management AB 0.00% Add +131.9% 67,173 $3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -25.6% 67,408 $3.3M
T. Rowe Price Associates Inc. 0.00% Add +18.8% 67,336 $3.3M
LSV Asset Management 0.01% No change 67,200 $3.3M
Cetera Investment Advisers 0.00% Add +2.4% 66,859 $3.3M
New York State Teachers Retirement System 0.01% Add +3.9% 66,576 $3.3M
Martingale Asset Management L P 0.08% Add +29.7% 64,647 $3.2M
Wedge Capital Management L L P 0.05% Add +79.7% 63,426 $3.1M
Point72 Asset Management 0.00% Reduce -36.2% 60,666 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.9% 58,518 $2.9M
Panagora Asset Management Inc. 0.01% Reduce -1.5% 55,700 $2.7M
Quantinno Capital Management LP 0.00% Add +25.7% 52,688 $2.6M
Alliancebernstein L.P. 0.00% Add +9.5% 48,447 $2.6M
North Star Investment Management Corp. 0.13% No change 48,000 $2.4M
Hennessy Advisors Inc. 0.07% Reduce -3.3% 47,703 $2.3M
California State Teachers Retirement System 0.00% Add +11.0% 46,271 $2.3M
Maryland State Retirement & Pension System 0.04% Add +7.6% 46,178 $2.3M
Magellan Asset Management Ltd 0.05% Add +5.1% 46,167 $2.3M
Penn Capital Management Company, LLC 0.14% Add +224.5% 43,387 $2.1M
Janney Montgomery Scott LLC 0.00% Reduce -4.6% 42,171 $2.1M
Macquarie Group Ltd. 0.01% Reduce -3.4% 37,935 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -20.8% 36,146 $1.8M
Norges Bank 0.00% — 36,000 $1.8M
Panoramic Capital Partners, LLC 0.80% New 34,698 $1.7M
Ilex Capital Partners (UK) LLP 0.03% New 33,564 $1.6M
Segall Bryant & Hamill, LLC 0.02% New 33,223 $1.6M
Vanguard Investments Australia, Ltd. 0.00% Add +3.4% 32,399 $1.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 31,681 $1.6M
FMR LLC 0.00% Reduce -23.6% 31,432 $1.5M
Fifth Third Bancorp 0.00% Add +34.0% 30,857 $1.5M
Ieq Capital, LLC 0.01% Add +16.2% 30,057 $1.5M
Bridgeway Capital Management, LLC 0.03% No change 30,000 $1.5M
Trexquant Investment LP 0.01% Add +31.4% 29,346 $1.4M
Jennison Associates LLC 0.00% Add +25.8% 29,196 $1.4M
Sei Investments Co. 0.00% Reduce -24.9% 28,758 $1.4M
LPL Financial LLC 0.00% Add +0.5% 28,225 $1.4M
BNP Paribas Financial Markets 0.00% Add +101.5% 28,199 $1.4M
Raymond James Financial Inc. 0.00% Reduce -2.1% 28,063 $1.4M
Engineers Gate Manager LP 0.02% Add +24.3% 27,949 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -0.3% 27,633 $1.4M
Citadel Advisors 0.00% Reduce -52.8% 27,395 $1.3M
Squarepoint Ops LLC 0.00% Reduce -51.2% 26,171 $1.3M
Russell Investments Group, Ltd. 0.00% Add +287.3% 25,684 $1.3M
HSBC Holdings PLC 0.00% New 25,195 $1.2M
Jackson Creek Investment Advisors LLC 0.41% Reduce -27.9% 25,135 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -2.5% 24,358 $1.2M
Gsa Capital Partners LLP 0.08% New 24,281 $1.2M
D. E. Shaw & Co. 0.00% Reduce -56.4% 22,767 $1.1M
US Bancorp \de 0.00% Reduce -4.4% 22,011 $1.1M
Dynamic Technology Lab Private Ltd 0.24% New 21,559 $1.1M
Illinois Municipal Retirement Fund 0.01% Reduce -2.5% 20,951 $1.0M
Manufacturers Life Insurance Company, The 0.00% Add +10.4% 20,822 $1.0M
STRS Ohio 0.00% Add +20.5% 20,600 $1.0M
Creative Planning 0.00% Add +20.2% 19,681 $966K
Royal Bank of Canada 0.00% Add +10.0% 19,439 $955K
Louisiana State Employees Retirement System 0.01% No change 18,400 $903K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +1.0% 18,169 $891K
KLP Kapitalforvaltning As 0.00% No change 18,000 $883K
Van Eck Associates Corp. 0.00% Add +6.4% 17,851 $876K
PDT Partners, LLC 0.05% No change 17,812 $874K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.9% 17,670 $867K
Advisors Asset Management, Inc. 0.01% Reduce -35.7% 17,574 $862K
Barclays PLC 0.00% Add +0.9% 17,563 $862K
R Squared Ltd 0.45% Add +19.9% 17,429 $855K
State of Tennessee, Department of Treasury 0.00% Reduce -3.8% 17,026 $835K
Jupiter Topco LLC 0.00% — 16,471 $808K
Vanguard Global Advisers, LLC 0.00% Add +0.3% 16,423 $806K
New York State Common Retirement Fund 0.00% Add +13.9% 16,410 $805K
Horizon Investments, LLC 0.01% Add +18.4% 16,090 $782K
Bank of Montreal 0.00% Add +4.9% 15,469 $759K
Alps Advisors Inc. 0.00% Add +3.1% 15,371 $754K
Cerity Partners LLC 0.00% Reduce -8.8% 15,247 $748K
State of Alaska, Department of Revenue 0.01% Reduce -30.6% 15,077 $738K
First Citizens Bank & Trust Co. 0.01% Add +9.5% 14,509 $712K
Tidal Investments LLC 0.00% Reduce -17.1% 14,129 $693K
Quantbot Technologies LP 0.03% Add +22.0% 14,074 $690K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.1% 13,958 $685K
Bailard, Inc. 0.01% No change 13,923 $683K
Choreo, LLC 0.01% Add +1.9% 13,885 $681K
Asset Management One Co., Ltd. 0.00% Add +142.8% 13,590 $667K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -0.8% 13,487 $662K
Ballentine Partners, LLC 0.01% Add +0.2% 13,329 $654K
Spirit of America Management Corp. 0.12% Add +4.0% 12,950 $635K
Jefferies Financial Group Inc. 0.01% New 12,795 $628K
Police & Firemen's Retirement System of New Jersey 0.00% Add +13.3% 12,669 $622K
Federated Hermes, Inc. 0.00% Add +42.7% 12,228 $600K
Allworth Financial LP 0.00% Add +0.8% 12,190 $598K
Nisa Investment Advisors, LLC 0.00% Reduce -9.1% 12,179 $598K
TRUE Private Wealth Advisors 0.05% Add +0.0% 11,732 $576K
Mercer Global Advisors Inc. 0.00% Add +26.9% 11,616 $570K
Amalgamated Bank 0.00% Reduce -5.6% 11,268 $553K
PNC Financial Services Group, Inc. 0.00% Reduce -0.6% 11,265 $553K
Arizona State Retirement System 0.00% Reduce -1.9% 11,182 $549K
Yousif Capital Management, LLC 0.01% Add +0.8% 11,086 $544K
Quadrature Capital Ltd 0.00% New 10,780 $529K
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.6% 10,434 $526K
Ethic Inc. 0.01% Reduce -16.4% 10,608 $520K
Ingalls & Snyder LLC 0.01% Reduce -2.8% 10,591 $520K
Federation des caisses Desjardins du Quebec 0.00% Add +1.9% 10,478 $514K
Sequoia Financial Advisors, LLC 0.00% New 10,272 $504K
State Board of Administration of Florida Retirement System 0.00% No change 10,185 $500K
Teachers Retirement System of the State of Kentucky 0.00% No change 10,057 $494K
Daiwa Securities Group Inc. 0.00% Add +14.7% 10,049 $493K
Mariner, LLC 0.00% Add +68.2% 10,003 $491K
Capstone Investment Advisors, LLC 0.00% New 9,968 $489K
Quadrant Capital Group LLC 0.01% Reduce -0.7% 9,619 $472K
Intech Investment Management LLC 0.00% Reduce -10.3% 9,580 $470K
Oregon Public Employees Retirement Fund 0.01% Add +1.1% 9,542 $468K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -0.1% 9,521 $467K
Brevan Howard Capital Management LP 0.01% New 9,500 $466K
Hilltop Holdings Inc. 0.04% Add +20.0% 8,860 $435K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -60.1% 8,803 $432K
Jain Global LLC 0.01% New 8,695 $427K
State of Wisconsin Investment Board 0.00% Reduce -41.6% 8,680 $426K
Stifel Financial Corp. 0.00% Add +0.1% 8,643 $424K
Inspire Advisors, LLC 0.03% New 8,357 $410K
Pictet Asset Management Holding SA 0.00% Reduce -11.0% 8,316 $408K
Intrua Financial, LLC 0.04% Reduce -1.9% 8,226 $404K
Groupe la Francaise 0.00% Reduce -6.6% 8,095 $397K
Vise Technologies, Inc. 0.00% New 7,847 $385K
Vanguard Personalized Indexing Management, LLC 0.00% Add +12.8% 7,798 $383K
HighTower Advisors, LLC 0.00% Reduce -7.5% 7,708 $378K
Creative Financial Designs Inc. 0.02% Reduce -6.4% 7,166 $352K
M&T Bank Corp 0.00% Add +0.5% 6,858 $336K
Oakmont Investment Advisors, Inc. 0.22% Add +8.3% 6,500 $319K
D.A. Davidson & Co. 0.00% No change 6,376 $313K
Captrust Financial Advisors 0.00% Add +14.2% 5,997 $294K
Bill Few Associates, Inc. 0.06% Add +29.1% 5,933 $291K
CFS Investment Advisory Services, LLC 0.02% No change 5,560 $276K
Xponance LLC 0.00% Add +43.9% 5,628 $276K
Root Financial Partners, LLC 0.01% Reduce -0.2% 5,154 $253K
iSAM Funds (UK) Ltd 0.18% Reduce -14.7% 5,100 $250K
Jacobi Capital Management LLC 0.01% Reduce -4.2% 4,958 $243K
Kestra Advisory Services, LLC 0.00% Reduce -0.8% 4,947 $243K
Fortitude Advisory Group L.L.C. 0.09% Add +0.0% 4,942 $242K
Neuberger Berman Group LLC 0.00% New 4,934 $242K
Mutual of America Capital Management LLC 0.00% Add +1.4% 4,819 $236K
Inspire Investing, LLC 0.01% New 4,808 $236K
Keudell/Morrison Wealth Management 0.04% Reduce -1.1% 4,768 $234K
Horizon Investment Services, LLC 0.06% Add +4.2% 4,651 $228K
Focus Partners Wealth 0.00% Reduce -50.4% 4,452 $218K
Significant Wealth Partners LLC 0.23% Add +2.2% 4,361 $214K
NewEdge Advisors, LLC 0.00% Reduce -7.7% 4,317 $212K
MAI Capital Management 0.00% Add +547.7% 4,294 $211K
MML Investors Services, LLC 0.00% New 4,245 $208K
Public Employees Retirement Association of Colorado 0.00% No change 4,015 $197K
Ameritas Investment Partners, Inc. 0.01% Add +15.2% 3,898 $191K
DekaBank Deutsche Girozentrale 0.00% No change 3,578 $190K
Arax Advisory Partners 0.00% Add +1902.7% 3,685 $181K
Cedar Mountain Advisors, LLC 0.03% Reduce -6.2% 3,559 $175K
SBI Securities Co., Ltd. 0.00% Add +1.3% 3,543 $174K
Tower Research Capital LLC (TRC) 0.00% Reduce -33.7% 3,523 $173K
Eurizon Capital SGR S.p.A. 0.00% Add +6.5% 3,231 $162K
GAMMA Investing LLC 0.00% Reduce -7.7% 2,546 $125K
Steward Partners Investment Advisory, LLC 0.00% Add +6.6% 2,413 $118K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +49.2% 2,369 $116K
Jones Financial Companies LLLP 0.00% Reduce -0.7% 2,280 $116K
Nykredit A/S 0.00% — 2,174 $107K
CGC Financial Services, LLC 0.02% Reduce -0.2% 2,088 $102K
Osaic Holdings, Inc. 0.00% Reduce -3.9% 2,033 $100K
Whittier Trust Co. 0.00% No change 2,000 $97K
CoreCap Advisors, LLC 0.00% Add +11.4% 1,767 $87K
Palouse Capital Management, Inc. 0.06% No change 1,762 $86K
Financial Management Professionals, Inc. 0.01% New 1,697 $83K
Hantz Financial Services, Inc. 0.00% Reduce -6.9% 1,674 $82K
Geneos Wealth Management Inc. 0.00% No change 1,492 $73K
KBC Group NV 0.00% No change 1,341 $66K
Larson Financial Group LLC 0.00% Reduce -0.5% 1,282 $63K
State of Wyoming 0.01% Reduce -85.7% 1,231 $60K
Cranbrook Wealth Management, LLC 0.01% No change 1,104 $54K
LRI Investments, LLC 0.00% No change 1,046 $51K
Pension & Wealth Management Advisors, Inc. 0.01% Add +1.0% 991 $49K
Farther Finance Advisors, LLC 0.00% Reduce -0.8% 974 $48K
Axiom Investment Management LLC 0.03% Reduce -27.8% 959 $47K
Public Employees Retirement System of Ohio 0.00% Add +4.6% 926 $45K
Winthrop Capital Management, LLC 0.01% No change 900 $44K
Sterling Capital Management LLC 0.00% Reduce -37.5% 866 $42K
Signaturefd, LLC 0.00% Add +20.6% 839 $41K
Estabrook Capital Management 0.01% Add +31.4% 817 $40K
Abound Wealth Management 0.01% No change 803 $39K
Blue Trust, Inc. 0.00% No change 800 $39K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +0.7% 737 $36K
Versant Capital Management, Inc 0.00% Add +197.5% 723 $35K
Institute for Wealth Management, LLC. 0.00% New 700 $34K
Salomon & Ludwin, LLC 0.00% Add +52.7% 629 $31K
EverSource Wealth Advisors, LLC 0.00% Reduce -40.6% 565 $28K
First Pacific Financial 0.00% Add +0.9% 544 $27K
UMB Bank, n.a. 0.00% No change 525 $26K
Entrust Financial LLC 0.02% No change 500 $25K
Monetary Management Group Inc. 0.01% No change 500 $25K
Compass Financial Management LLC 0.00% — 496 $24K
Ancora Advisors LLC 0.00% No change 425 $21K
Rockefeller Capital Management L.P. 0.00% Reduce -1.4% 419 $21K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -20.0% 352 $18K
Simplex Trading, LLC 0.00% New 337 $17K
National Bank of Canada 0.00% Add +7.0% 336 $16K
Kemnay Advisory Services Inc. 0.00% No change 328 $16K
Bayban 0.01% No change 300 $15K
Essential Partners LLC 0.01% Reduce -68.6% 288 $14K
Strategic Wealth Advisors LLC 0.01% No change 313 $14K
Optiver Holding B.V. 0.00% New 271 $13K
Harbor Capital Advisors, Inc. 0.00% Reduce -11.9% 259 $13K
NFSG Corp 0.00% No change 250 $12K
Hartford Financial Management Inc. 0.00% No change 235 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Add +26.4% 230 $11K
Harbour Investments, Inc. 0.00% Add +1.4% 219 $11K
Archer Investment Corp 0.00% No change 203 $10K
Triumph Capital Management 0.00% No change 200 $10K
Group One Trading LLC 0.00% Reduce -78.8% 200 $10K
International Assets Investment Management, LLC 0.00% No change 193 $9K
Rothschild Investment LLC 0.00% No change 189 $9K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 180 $9K
Westside Investment Management, Inc. 0.00% No change 178 $9K
Smartleaf Asset Management LLC 0.00% No change 153 $8K
Wilkerson Advisory Group LLC 0.00% No change 151 $7K
Quarry LP 0.00% Add +4.2% 148 $7K
Prudent Man Investment Management, Inc. 0.00% No change 150 $7K
Private Wealth Management Group, LLC 0.00% No change 138 $7K
Atlantic Union Bankshares Corp 0.00% Reduce -33.0% 134 $7K
IFP Advisors, Inc 0.00% Add +28.9% 125 $6K
CX Institutional 0.00% No change 114 $6K
Bare Financial Services, Inc 0.00% Add +375.0% 114 $6K
SJS Investment Consulting Inc. 0.00% New 107 $5K
Lanark Financial, Inc. 0.00% No change 100 $5K
SHP Wealth Management 0.00% New 100 $5K
Community Bank, N.A. 0.00% No change 99 $5K
Assetmark, Inc. 0.00% Reduce -1.2% 85 $4K
Buck Wealth Strategies, LLC 0.00% New 75 $4K
Brown Brothers Harriman & Co. 0.00% New 75 $4K
Picton Mahoney Asset Management 0.00% Add +141.4% 70 $3K
Meramec Financial Planners, LLC 0.00% No change 63 $3K
JPL Wealth Management, LLC 0.00% No change 53 $3K
Capital Advisors, Ltd. LLC 0.00% Reduce -96.8% 33 $2K
Raffa Wealth Management, LLC 0.00% No change 40 $2K
Keating Financial Advisory Services, Inc. 0.00% Reduce -30.8% 36 $2K
Parallel Advisors, LLC 0.00% Reduce -34.5% 36 $2K
Rossby Financial, LCC 0.00% Add +14.8% 31 $2K
Cornerstone Financial Management LLC 0.00% Add +62.5% 26 $1K
Zions Bancorporation, National Association 0.00% No change 26 $1K
Farmers & Merchants Investments Inc. 0.00% No change 26 $1K
Parkside Financial Bank & Trust 0.00% No change 24 $1K
Fortitude Family Office, LLC 0.00% Add +76.9% 23 $1K
Huntington National Bank 0.00% Add +31.3% 21 $1K
Covestor Ltd 0.00% Add +175.0% 11 $1K
Clearstead Advisors, LLC 0.00% Reduce -88.4% 20 $983
JFS Wealth Advisors, LLC 0.00% Add +1900.0% 20 $982
Plante Moran Financial Advisors, LLC 0.00% New 15 $736
Manchester Capital Management LLC 0.00% No change 13 $638
SouthState Bank Corp 0.00% No change 13 $638
Fulcrum Asset Management LLP 0.00% New 6 $300
Gilpin Wealth Management, LLC 0.00% Add +50.0% 6 $295
Ankerstar Wealth, LLC 0.00% No change 5 $245
Davis Capital Management 0.00% New 2 $98
CVA Family Office, LLC 0.00% No change 2 $98
Creative Capital Management Investments LLC 0.00% New 2 $98
Hughes Financial Services, LLC 0.00% Add +100.0% 2 $98
Avion Wealth 0.00% New 10 $0
Evolution Advisers, Inc. 0.00% New 2 $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.