IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Northwest Natural Holding Co (NWN)

CUSIP: 66765N105 | NYSE | Utilities · Utilities - Regulated Gas | Mid Cap | 828 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP766,975
0.0% of portfolio›$35.8M
Bank of New York Mellon Corp485,803
0.0% of portfolio›$22.7M
Principal Financial Group Inc274,697
0.0% of portfolio›$12.8M
Thompson Siegel & Walmsley LLC212,686
0.0% of portfolio›$9.9K
ProShare Advisors LLC201,546
0.0% of portfolio›$9.4M
Exchange Traded Concepts, LLC126,090
0.0% of portfolio›$5.9M
Grace & White Inc90,064
0.7% of portfolio›$4.2M
Wedge Capital Management L L P78,391
0.1% of portfolio›$3.7M
Citigroup Inc68,224
0.0% of portfolio›$3.2M
Penn Capital Management Company, LLC61,701
0.2% of portfolio›$2.9M
New York State Teachers Retirement System60,866
0.0% of portfolio›$2.8K
Cambridge Investment Research Advisors, Inc.58,949
0.0% of portfolio›$2.8K
North Star Investment Management Corp.48,000
0.1% of portfolio›$2.2M
Hennessy Advisors Inc47,703
0.1% of portfolio›$2.2M
Maryland State Retirement & Pension System45,484
0.0% of portfolio›$2.1M
Fifth Third Bancorp35,286
0.0% of portfolio›$1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS34,268
0.0% of portfolio›$1.6M
State of New Jersey Common Pension Fund D32,199
0.0% of portfolio›$1.5M
Thrivent Financial for Lutherans26,773
0.0% of portfolio›$1.2K
Jefferies Financial Group Inc.25,000
0.0% of portfolio›$1.2M
Jackson Creek Investment Advisors LLC24,794
0.0% of portfolio›$1.2K
US Bancorp \de\24,574
0.0% of portfolio›$1.1M
Creative Planning23,318
0.0% of portfolio›$1.1M
Strs Ohio21,200
0.0% of portfolio›$989.4K
Illinois Municipal Retirement Fund20,884
0.0% of portfolio›$974.7K
Louisiana State Employees Retirement System17,900
0.0% of portfolio›$835.4K
CenterBook Partners LP15,991
0.0% of portfolio›$746.3K
Bailard, Inc.13,923
0.0% of portfolio›$649.8K
Choreo, LLC13,845
0.0% of portfolio›$646.1K
Commonwealth Equity Services, LLC13,388
0.0% of portfolio›$624.8K
Spirit of America Management Corp12,950
0.1% of portfolio›$604.4K
Asset Management One Co., Ltd.12,447
0.0% of portfolio›$580.9K
True Private Wealth Advisors11,731
0.0% of portfolio›$547.5K
Arizona State Retirement System11,556
0.0% of portfolio›$539.3K
Amalgamated Bank10,935
0.0% of portfolio›$510
Daiwa Securities Group Inc.10,893
0.0% of portfolio›$508.4K
Yousif Capital Management, LLC10,733
0.0% of portfolio›$500.9K
Alps Advisors Inc10,027
0.0% of portfolio›$468.0K
Wealth Enhancement Advisory Services, LLC9,967
0.0% of portfolio›$476.4K
Quadrant Capital Group LLC9,619
0.0% of portfolio›$468.8K
Oregon Public Employees Retirement Fund9,442
0.0% of portfolio›$440.7K
Vise Technologies, Inc.9,227
0.0% of portfolio›$430.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,079
0.0% of portfolio›$423.7K
State of Alaska, Department of Revenue8,291
0.0% of portfolio›$386
Intrua Financial, LLC8,156
0.0% of portfolio›$380.6K
Pictet Asset Management Holding SA8,063
0.0% of portfolio›$376.3K
Ethic Inc.7,552
0.0% of portfolio›$352.4K
Ascentis Independent Advisors6,952
0.0% of portfolio›$324.4K
Crossmark Global Holdings, Inc.6,670
0.0% of portfolio›$311.3K
Oakmont Investment Advisors, Inc.6,500
0.2% of portfolio›$303.4K
Xponance LLC6,338
0.0% of portfolio›$295.8K
Bill Few Associates, Inc.5,980
0.1% of portfolio›$279.1K
D.A. Davidson & Co.5,876
0.0% of portfolio›$274.2K
CFS Investment Advisory Services, LLC5,560
0.0% of portfolio›$263.9K
Root Financial Partners, LLC5,136
0.0% of portfolio›$239.7K
Moss Adams Wealth Advisors LLC5,129
0.0% of portfolio›$239.4K
Jacobi Capital Management LLC4,958
0.0% of portfolio›$231.4K
Fortitude Advisory Group L.L.C.4,943
0.1% of portfolio›$230.7K
Mutual of America Capital Management LLC4,804
0.0% of portfolio›$224.2K
Keudell ison Wealth Management4,733
0.0% of portfolio›$220.9K
State of Wyoming4,313
0.0% of portfolio›$201.3K
SBI Securities Co., Ltd.3,794
0.0% of portfolio›$177.1K
Cedar Mountain Advisors, LLC3,593
0.0% of portfolio›$167.7K
Gamma Investing LLC2,475
0.0% of portfolio›$115.5K
Nisa Investment Advisors, LLC2,313
0.0% of portfolio›$107.9K
CGC Financial Services, LLC2,089
0.0% of portfolio›$97.5K
CoreCap Advisors, LLC1,785
0.0% of portfolio›$83.3K
Financial Management Professionals, Inc.1,697
0.0% of portfolio›$79.2K
Creative Financial Designs Inc1,393
0.0% of portfolio›$65.0K
KBC Group NV1,341
0.0% of portfolio›$63
Larson Financial Group LLC1,314
0.0% of portfolio›$61.3K
Axiom Investment Management LLC1,230
0.0% of portfolio›$57.4K
Cranbrook Wealth Management, LLC1,104
0.0% of portfolio›$51.5K
Pension & Wealth Management Advisors, Inc.1,014
0.0% of portfolio›$47.3K
Farther Finance Advisors, LLC991
0.0% of portfolio›$46.2K
Winthrop Capital Management, LLC900
0.0% of portfolio›$42.0K
Simplex Trading, LLC846
0.0% of portfolio›$39.5K
Sterling Capital Management LLC842
0.0% of portfolio›$39.3K
Blue Trust, Inc.800
0.0% of portfolio›$37.3K
Signaturefd, LLC736
0.0% of portfolio›$34.3K
Pinnacle Wealth Planning Services, Inc.720
0.0% of portfolio›$33.6K
Versant Capital Management, Inc702
0.0% of portfolio›$32.8K
EverSource Wealth Advisors, LLC595
0.0% of portfolio›$27.8K
First Pacific Financial549
0.0% of portfolio›$25.6K
Entrust Financial LLC500
0.0% of portfolio›$23.3K
TD Waterhouse Canada Inc.500
0.0% of portfolio›$23.3K
Salomon & Ludwin, LLC484
0.0% of portfolio›$22.6K
Compass Financial Management LLC467
0.0% of portfolio›$21.8K
Wealth Analytics Partners, LLC347
0.0% of portfolio›$16.2K
Bayban300
0.0% of portfolio›$14.7K
Essential Partners LLC288
0.0% of portfolio›$13.4K
Parkside Financial Bank & Trust281
0.0% of portfolio›$13.1K
Harbor Capital Advisors, Inc.265
0.0% of portfolio›$12
Hartford Financial Management Inc.235
0.0% of portfolio›$11.0K
MassMutual Private Wealth & Trust, FSB229
0.0% of portfolio›$10.7K
Tributary Capital Management, LLC217
0.0% of portfolio›$10.1K
Archer Investment Corp203
0.0% of portfolio›$9.5K
Triumph Capital Management200
0.0% of portfolio›$9.3K
Bare Financial Services, Inc190
0.0% of portfolio›$8.9K
Mitsubishi UFJ Asset Management Co., Ltd.180
0.0% of portfolio›$8.4K
Westside Investment Management, Inc.178
0.0% of portfolio›$8.4K
Wilkerson Advisory Group LLC151
0.0% of portfolio›$7.0K
Prudent Man Investment Management, Inc.150
0.0% of portfolio›$7.0K
Private Wealth Management Group, LLC138
0.0% of portfolio›$6.4K
IFP Advisors, Inc125
0.0% of portfolio›$5.8K
CX Institutional114
0.0% of portfolio›$5
James T. Borello RIA100
0.0% of portfolio›$4.7K
Lanark Financial, Inc.100
0.0% of portfolio›$4.7K
Elyxium Wealth, LLC97
0.0% of portfolio›$4.5K
Assetmark, Inc92
0.0% of portfolio›$4.3K
Ascentis Wealth Management, LLC89
0.0% of portfolio›$4.2K
Buck Wealth Strategies, LLC75
0.0% of portfolio›$3.5K
GK Wealth Management LLC53
0.0% of portfolio›$2.5K
Farmers & Merchants Investments Inc44
0.0% of portfolio›$2.1K
Rossby Financial, LCC38
0.0% of portfolio›$1.8K
Capital Advisors, Ltd. LLC33
0.0% of portfolio›$2
JFS Wealth Advisors, LLC29
0.0% of portfolio›$1.4K
Fortitude Family Office, LLC23
0.0% of portfolio›$1.1K
Valley National Advisers Inc22
0.0% of portfolio›$1.0K
UMB Private Wealth Management, LLC21
0.0% of portfolio›$980
Manchester Capital Management LLC13
0.0% of portfolio›$607
Parallel Advisors, LLC10
0.0% of portfolio›$467
Covestor Ltd7
0.0% of portfolio›$0
Silver Grove Financial Group, Inc.5
0.0% of portfolio›$233
Gilpin Wealth Management, LLC5
0.0% of portfolio›$234
Hughes Financial Services, LLC4
0.0% of portfolio›$200
Creative Capital Management Investments LLC2
0.0% of portfolio›$93
Investors Research Corp1
0.0% of portfolio›$47
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
766,975$35.8M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
485,803$22.7M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
274,697$12.8M0.0%CoreLowDes Moines, IA2026-11-02
Thompson Siegel & Walmsley LLC
212,686$9.9K0.0%Deep ValueMediumRichmond, VA2026-11-05
ProShare Advisors LLC
201,546$9.4M0.0%GrowthLowBethesda, MD2026-10-29
Exchange Traded Concepts, LLC
126,090$5.9M0.0%GrowthMediumOklahoma City, OK2026-10-28
Grace & White Inc
90,064$4.2M0.7%Deep ValueVery LowNy, NY2026-10-23
Wedge Capital Management L L P
78,391$3.7M0.1%ValueMediumCharlotte, NC2026-10-13
Citigroup Inc
68,224$3.2M0.0%CoreMediumNew York, NY2026-11-04
Penn Capital Management Company, LLC
61,701$2.9M0.2%ValueHighPhiladelphia, PA2026-11-04
New York State Teachers Retirement System
60,866$2.8K0.0%CoreVery LowAlbany, NY2026-10-22
Cambridge Investment Research Advisors, Inc.
58,949$2.8K0.0%ETFLowFairfield, IA2026-11-02
North Star Investment Management Corp.
48,000$2.2M0.1%CoreLowChicago, IL2026-10-27
Hennessy Advisors Inc
47,703$2.2M0.1%Deep ValueMediumNovato, CA2026-10-28
Maryland State Retirement & Pension System
45,484$2.1M0.0%IndexVery LowBaltimore, MD2026-11-05
Fifth Third Bancorp
35,286$1.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
34,268$1.6M0.0%CoreLowHarrisburg, PA2026-11-03
State of New Jersey Common Pension Fund D
32,199$1.5M0.0%CoreLowTrenton, NJ2026-11-05
Thrivent Financial for Lutherans
26,773$1.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Jefferies Financial Group Inc.
25,000$1.2M0.0%CoreVery HighNew York, NY2026-11-05
Jackson Creek Investment Advisors LLC
24,794$1.2K0.0%ValueVery HighCastle Rock, CO2026-11-04
US Bancorp \de\
24,574$1.1M0.0%IndexLowMinneapolis, MN2026-11-05
Creative Planning
23,318$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Strs Ohio
21,200$989.4K0.0%CoreMediumColumbus, OH2026-10-30
Illinois Municipal Retirement Fund
20,884$974.7K0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
17,900$835.4K0.0%IndexLowBaton Rouge, LA2026-10-20
CenterBook Partners LP
15,991$746.3K0.0%ValueVery HighGreenwich, CT2026-11-02
Bailard, Inc.
13,923$649.8K0.0%GrowthMediumFoster City, CA2026-10-13
Choreo, LLC
13,845$646.1K0.0%IndexLowRockford, IL2026-10-28
Commonwealth Equity Services, LLC
13,388$624.8K0.0%ETFLowWaltham, MA2026-11-02
Spirit of America Management Corp
12,950$604.4K0.1%GARPLowSyosset, NY2026-10-14
Asset Management One Co., Ltd.
12,447$580.9K0.0%IndexVery LowTokyo, Mexico2026-10-27
True Private Wealth Advisors
11,731$547.5K0.0%ETFMediumSalem, OR2026-10-19
Arizona State Retirement System
11,556$539.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
10,935$5100.0%CoreVery LowNew York, NY2026-10-23
Daiwa Securities Group Inc.
10,893$508.4K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Yousif Capital Management, LLC
10,733$500.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Alps Advisors Inc
10,027$468.0K0.0%YieldLowDenver, CO2026-11-03
Wealth Enhancement Advisory Services, LLC
9,967$476.4K0.0%CoreLowPlymouth, MN2026-10-13
Quadrant Capital Group LLC
9,619$468.8K0.0%CoreLowCincinnati, OH2026-10-20
Oregon Public Employees Retirement Fund
9,442$440.7K0.0%IndexVery LowTigard, OR2026-10-30
Vise Technologies, Inc.
9,227$430.6K0.0%IndexLowNew York, NY2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
9,079$423.7K0.0%GrowthVery LowSeattle, WA2026-10-27
State of Alaska, Department of Revenue
8,291$3860.0%CoreVery LowJuneau, AK2026-10-15
Intrua Financial, LLC
8,156$380.6K0.0%ETFMediumHouston, TX2026-10-28
Pictet Asset Management Holding SA
8,063$376.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Ethic Inc.
7,552$352.4K0.0%CoreLowNew York, NY2026-11-03
Ascentis Independent Advisors
6,952$324.4K0.0%ETFLowDallas, TX2026-11-03
Crossmark Global Holdings, Inc.
6,670$311.3K0.0%GARPMediumHouston, TX2026-10-21
Oakmont Investment Advisors, Inc.
6,500$303.4K0.2%GrowthMediumPittsburgh, PA2026-10-21
Xponance LLC
6,338$295.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Bill Few Associates, Inc.
5,980$279.1K0.1%CoreVery LowSewickley, PA2026-10-09
D.A. Davidson & Co.
5,876$274.2K0.0%CoreLowGreat Falls, MT2026-10-28
CFS Investment Advisory Services, LLC
5,560$263.9K0.0%ETFMediumTotowa, NJ2026-10-19
Root Financial Partners, LLC
5,136$239.7K0.0%ETFMediumEncinitas, CA2026-10-21
Moss Adams Wealth Advisors LLC
5,129$239.4K0.0%ETFLowSeattle, WA2026-10-28
Jacobi Capital Management LLC
4,958$231.4K0.0%CoreLowPittston, PA2026-11-05
Fortitude Advisory Group L.L.C.
4,943$230.7K0.1%GrowthMediumGig Harbor, WA2026-10-15
Mutual of America Capital Management LLC
4,804$224.2K0.0%IndexLowNew York, NY2026-10-23
Keudell ison Wealth Management
4,733$220.9K0.0%ETFMediumSalem, OR2026-10-16
State of Wyoming
4,313$201.3K0.0%ValueHighCheyenne, WY2026-10-28
SBI Securities Co., Ltd.
3,794$177.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Cedar Mountain Advisors, LLC
3,593$167.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
Gamma Investing LLC
2,475$115.5K0.0%IndexVery LowFoster City, CA2026-10-08
Nisa Investment Advisors, LLC
2,313$107.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
CGC Financial Services, LLC
2,089$97.5K0.0%ETFLowLake Oswego, OR2026-10-13
CoreCap Advisors, LLC
1,785$83.3K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Management Professionals, Inc.
1,697$79.2K0.0%ETFMediumAustin, TX2026-10-23
Creative Financial Designs Inc
1,393$65.0K0.0%ETFMediumKokomo, IN2026-11-04
KBC Group NV
1,341$630.0%CoreMediumBrussels, Czech Republic2026-10-22
Larson Financial Group LLC
1,314$61.3K0.0%GrowthLowSt Louis, MO2026-11-05
Axiom Investment Management LLC
1,230$57.4K0.0%CoreN/ANew York, NY2026-11-03
Cranbrook Wealth Management, LLC
1,104$51.5K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Pension & Wealth Management Advisors, Inc.
1,014$47.3K0.0%ETFLowWaltham, MA2026-10-16
Farther Finance Advisors, LLC
991$46.2K0.0%IndexLowSan Francisco, CA2026-10-08
Winthrop Capital Management, LLC
900$42.0K0.0%ETFLowCarmel, IN2026-11-05
Simplex Trading, LLC
846$39.5K0.0%CoreVery HighChicago, IL2026-11-04
Sterling Capital Management LLC
842$39.3K0.0%GARPMediumCharlotte, NC2026-10-22
Blue Trust, Inc.
800$37.3K0.0%ETFLowBrentwood, TN2026-10-15
Signaturefd, LLC
736$34.3K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Wealth Planning Services, Inc.
720$33.6K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
702$32.8K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
595$27.8K0.0%CoreMediumBirmingham, AL2026-11-04
First Pacific Financial
549$25.6K0.0%ETFLowVancouver, WA2026-10-14
Entrust Financial LLC
500$23.3K0.0%ETFLowWayne, PA2026-11-04
TD Waterhouse Canada Inc.
500$23.3K0.0%CoreLowToronto, Australia2026-10-16
Salomon & Ludwin, LLC
484$22.6K0.0%ETFVery LowRichmond, VA2026-10-29
Compass Financial Management LLC
467$21.8K0.0%CoreN/ATampa, FL2026-10-30
Wealth Analytics Partners, LLC
347$16.2K0.0%ETFVery LowSan Diego, CA2026-10-19
Bayban
300$14.7K0.0%ValueLowBayport, MN2026-11-05
Essential Partners LLC
288$13.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parkside Financial Bank & Trust
281$13.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harbor Capital Advisors, Inc.
265$120.0%ValueHighChicago, IL2026-10-22
Hartford Financial Management Inc.
235$11.0K0.0%CoreLowWest Hartford, CT2026-10-21
MassMutual Private Wealth & Trust, FSB
229$10.7K0.0%CoreLowSpringfield, MA2026-10-05
Tributary Capital Management, LLC
217$10.1K0.0%ValueMediumOmaha, NE2026-10-28
Archer Investment Corp
203$9.5K0.0%CoreMediumCarmel, IN2026-11-05
Triumph Capital Management
200$9.3K0.0%ETFMediumDenver, CO2026-10-14
Bare Financial Services, Inc
190$8.9K0.0%ETFVery LowGap, PA2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
180$8.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Westside Investment Management, Inc.
178$8.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Wilkerson Advisory Group LLC
151$7.0K0.0%ETFMediumColumbia, MO2026-10-20
Prudent Man Investment Management, Inc.
150$7.0K0.0%ETFVery LowLouisville, CO2026-11-03
Private Wealth Management Group, LLC
138$6.4K0.0%ETFLowPrinceton, NJ2026-10-19
IFP Advisors, Inc
125$5.8K0.0%GrowthLowTampa, FL2026-10-16
CX Institutional
114$50.0%CoreMediumAuburn, IN2026-10-02
James T. Borello RIA
100$4.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Lanark Financial, Inc.
100$4.7K0.0%CoreMediumBirmingham, AL2026-10-26
Elyxium Wealth, LLC
97$4.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Assetmark, Inc
92$4.3K0.0%ETFLowConcord, CA2026-10-21
Ascentis Wealth Management, LLC
89$4.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Buck Wealth Strategies, LLC
75$3.5K0.0%ValueMediumDenver, CO2026-10-28
GK Wealth Management LLC
53$2.5K0.0%GARPVery HighReno, NV2026-10-09
Farmers & Merchants Investments Inc
44$2.1K0.0%CoreVery LowLincoln, NE2026-10-22
Rossby Financial, LCC
38$1.8K0.0%ETFMediumMelbourne, FL2026-11-05
Capital Advisors, Ltd. LLC
33$20.0%ETFLowShaker Heights, OH2026-10-27
JFS Wealth Advisors, LLC
29$1.4K0.0%ETFVery LowHermitage, PA2026-11-03
Fortitude Family Office, LLC
23$1.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Valley National Advisers Inc
22$1.0K0.0%ETFLowBethlehem, PA2026-10-23
UMB Private Wealth Management, LLC
21$9800.0%GrowthN/AKansas City, MO2026-10-19
Manchester Capital Management LLC
13$6070.0%CoreLowManchester, VT2026-10-22
Parallel Advisors, LLC
10$4670.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
7$00.0%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
5$2330.0%CoreMediumOrchard Park, NY2026-11-05
Gilpin Wealth Management, LLC
5$2340.0%GrowthLowDenver, CO2026-10-09
Hughes Financial Services, LLC
4$2000.0%ETFLowHerndon, VA2026-10-30
Creative Capital Management Investments LLC
2$930.0%ETFLowSan Diego, CA2026-10-28
Investors Research Corp
1$470.0%ETFLowAtlanta, GA2026-10-07