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Disclosery

NWN NORTHWEST NAT HLDG CO

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Stock (common), issuer CIK 1733998

276 managers (281 13F filers) reported a position in NWN shares at 2025-03-31, 30,876,687 shares in all. 42 filers opened a position and 20 filers sold out during the quarter.

Managers
276
13F filers
281
New
42
Added
101
Reduced
80
Sold out
20
Shares held by filers
30,876,687

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NISA INVESTMENT ADVISORS, LLC1,900$81.2K<0.01%+3113F-HRTimeline
FMR LLCin group FMR LLC1,858$79.4K<0.01%+29813F-HRTimelineGroup
GAMMA Investing LLC1,689$72.2K0.01%+33413F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,556$66.6K<0.01%-23013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,550$66.2K<0.01%+9313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,500$64.1K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC1,347$57.5K0.01%+1513F-HRTimeline
Clarity Asset Management, Inc.1,331$56.9K0.04%-38613F-HRTimeline
Geneos Wealth Management Inc.1,292$55.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,107$47.2K<0.01%+24413F-HR/ATimelineGroup
Cranbrook Wealth Management, LLC1,104$47.2K0.01%013F-HRTimeline
LRI Investments, LLC1,046$44.7K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,009$43K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.961$41.1K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$40.3K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.902$38.5K<0.01%013F-HRTimeline
MCF Advisors LLC900$38.4K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC900$38K0.01%013F-HRTimeline
Abound Wealth Management803$34.3K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.792$34K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COLDSTREAM CAPITAL MANAGEMENT INC702$30K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…685$29.3K<0.01%-2,14513F-HRTimelineGroup
SIGNATUREFD, LLC649$27.7K<0.01%013F-HRTimeline
MAI Capital Management572$24.4K<0.01%-7013F-HRTimeline
Lindbrook Capital, LLC558$23.8K<0.01%013F-HRTimeline
First Pacific Financial528$22.6K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD520$22.2K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC515$22.1K<0.01%+12713F-HRTimeline
MONETARY MANAGEMENT GROUP INC500$21.4K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…455$19.4K<0.01%+9413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC440$18.8K<0.01%013F-HRTimeline
Quarry LP403$17.2K<0.01%+30813F-HRTimeline
Versant Capital Management, Inc363$15.5K<0.01%+13513F-HRTimeline
Estabrook Capital Management318$13.6K<0.01%+413F-HRTimeline
Rise Advisors, LLC308$13.2K0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd318$13K<0.01%new13F-HRTimeline
Larson Financial Group LLC273$11.7K<0.01%+5713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/273$11.6K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC251$11K<0.01%-6013F-HRTimelineGroup
NFSG Corp250$10.7K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…249$10.6K<0.01%+8413F-HRTimelineGroup
Hartford Financial Management Inc.235$10K<0.01%013F-HRTimeline
Sandy Spring Bank200$8.54K<0.01%013F-HRTimeline
SVB WEALTH LLC199$8.5K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.184$8K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…180$7.69K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.174$7.43K<0.01%-4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group155$6.62K<0.01%+13413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.150$6.41K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC150$6.41K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC148$6.31K<0.01%-22213F-HRTimeline
Prudent Man Investment Management, Inc.150$5.93K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB129$5.51K<0.01%+513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…122$5.21K<0.01%-1113F-HRTimelineGroup
CX Institutional113$5K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.100$4K<0.01%new13F-HRTimeline
Arax Advisory Partners84$3.59K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC80$3.42K<0.01%+3513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75$3.2K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.75$3.2K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.50$2.14K<0.01%-3613F-HRTimeline
PSI Advisors, LLC27$1.15K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$1.11K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC23$983<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust21$898<0.01%+1513F-HRTimeline
Stephens Consulting, LLC20$855<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK16$684<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp13$556<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc12$513<0.01%013F-HRTimeline
IFP Advisors, Inc7$299<0.01%013F-HRTimeline
Parallel Advisors, LLC7$299<0.01%+113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5$214<0.01%013F-HRTimeline
Caitong International Asset Management …3$128<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1$43<0.01%013F-HRTimeline
Covestor Ltd4$00%-4813F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.