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Disclosery

NWN NORTHWEST NAT HLDG CO

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Stock (common), issuer CIK 1733998

279 managers (284 13F filers) reported a position in NWN shares at 2025-06-30, 31,910,252 shares in all. 47 filers opened a position and 42 filers sold out during the quarter.

Managers
279
13F filers
284
New
47
Added
118
Reduced
69
Sold out
42
Shares held by filers
31,910,252

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,013$80.1K<0.01%+45713F-HR/ATimelineGroup
WHITTIER TRUST CO2,000$79.4K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,766$70.1K<0.01%+21613F-HRTimelineGroup
GAMMA Investing LLC1,734$68.9K<0.01%+4513F-HRTimeline
Wilmington Savings Fund Society, FSB1,500$59.6K<0.01%013F-HRTimeline
Brooklyn Investment Group1,464$58.2K0.01%+1,30913F-HR/ATimeline
Cedar Mountain Advisors, LLC1,430$56.8K0.01%+8313F-HRTimeline
KBC Group NVin group KBC Group NV1,341$53K<0.01%-71313F-HRTimelineGroup
Geneos Wealth Management Inc.1,311$52.1K<0.01%+1913F-HRTimeline
Clarity Asset Management, Inc.1,280$50.8K0.03%-5113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,143$45K<0.01%+35113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cranbrook Wealth Management, LLC1,104$43.9K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,051$41.7K<0.01%new13F-HRTimelineGroup
LRI Investments, LLC1,046$41.6K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,009$40K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.961$38.2K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…951$37.8K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC900$36K0.01%013F-HRTimeline
MCF Advisors LLC900$35.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…807$32.1K<0.01%+35213F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …799$32K<0.01%new13F-HRTimelineGroup
Abound Wealth Management803$31.9K0.01%013F-HRTimeline
Blue Trust, Inc.800$31.8K<0.01%-10213F-HRTimeline
MAI Capital Management739$29.4K<0.01%+16713F-HRTimeline
Farther Finance Advisors, LLC687$27.3K<0.01%+17213F-HRTimeline
SIGNATUREFD, LLC649$25.8K<0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.629$25K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC536$21K<0.01%new13F-HRTimeline
First Pacific Financial528$21K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD520$20.7K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC500$19.9K<0.01%new13F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC500$19.9K<0.01%013F-HRTimeline
Quarry LP460$18.3K<0.01%+5713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC440$17.5K<0.01%013F-HRTimeline
Arax Advisory Partners413$16.4K<0.01%+32913F-HRTimeline
Crewe Advisors LLC376$14.9K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC350$13.9K<0.01%13F-HRTimeline
Larson Financial Group LLC348$13.8K<0.01%+7513F-HRTimeline
Estabrook Capital Management322$12.8K<0.01%+413F-HRTimeline
Rise Advisors, LLC308$12.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/306$12.1K<0.01%+3313F-HR/ATimelineGroup
Point72 Hong Kong Ltd285$11.3K<0.01%new13F-HRTimeline
Versant Capital Management, Inc279$11.1K<0.01%-8413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…252$10K<0.01%+313F-HRTimelineGroup
NFSG Corp250$9.93K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC236$9.4K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.235$9.34K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.224$9K<0.01%+4013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$7.94K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…200$7.94K<0.01%+7813F-HRTimelineGroup
UMB Bank, n.a.184$7.31K<0.01%+1013F-HR/ATimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…180$7.15K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC159$6.33K<0.01%+1113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC153$6.25K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC139$6K<0.01%-11213F-HRTimelineGroup
Private Wealth Management Group, LLC150$5.96K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.150$5.93K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB142$5.64K<0.01%+1313F-HRTimeline
High Note Wealth, LLC112$4.45K<0.01%new13F-HRTimeline
CX Institutional113$4K<0.01%013F-HR/ATimeline
IFP Advisors, Inc50$3.42K<0.01%+4313F-HRTimeline
LANARK FINANCIAL, INC.100$3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC75$2.98K<0.01%-513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75$2.98K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC53$2.1K<0.01%+4613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$1.03K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT29$1K<0.01%-27,13613F-HRTimeline
Bell Investment Advisors, Inc24$954<0.01%+1213F-HRTimeline
Parkside Financial Bank & Trust21$835<0.01%013F-HRTimeline
True Wealth Design, LLC17$676<0.01%-613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK16$636<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC15$596<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13$517<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…11$437<0.01%new13F-HRTimeline
Clearstead Trust, LLC7$279<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5$199<0.01%013F-HRTimeline
Fortitude Family Office, LLC1$40<0.01%new13F-HRTimeline
Covestor Ltd4$00%013F-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.