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Disclosery

NWN NORTHWEST NAT HLDG CO

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Stock (common), issuer CIK 1733998

282 managers (286 13F filers) reported a position in NWN shares at 2025-09-30, 32,138,403 shares in all. 37 filers opened a position and 33 filers sold out during the quarter.

Managers
282
13F filers
286
New
37
Added
103
Reduced
90
Sold out
33
Shares held by filers
32,138,403

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CGC Financial Services, LLC2,092$94K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,086$91.4K<0.01%+7313F-HRTimelineGroup
WHITTIER TRUST CO2,000$88.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,918$86.2K<0.01%-10513F-HRTimeline
GAMMA Investing LLC1,704$76.6K<0.01%-3013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,529$69K<0.01%+38613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.1,492$67K<0.01%+18113F-HRTimeline
Farther Finance Advisors, LLC1,344$60.4K<0.01%+65713F-HRTimeline
KBC Group NVin group KBC Group NV1,341$60K<0.01%013F-HRTimelineGroup
Clarity Asset Management, Inc.1,295$58.2K0.03%+1513F-HRTimeline
Cranbrook Wealth Management, LLC1,104$49.6K0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,059$47.6K<0.01%-70713F-HRTimelineGroup
LRI Investments, LLC1,046$47K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,028$46K0.01%+1913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$44.9K<0.01%-1,12313F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…962$43.2K0.01%+1113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.961$43.2K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA960$43.1K<0.01%-9113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…932$41.9K<0.01%+12513F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…919$41.3K<0.01%-10,90013F-HRTimeline
MCF Advisors LLC900$40.4K<0.01%013F-HRTimeline
Essential Partners LLC894$40.2K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC900$40K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…849$38.1K<0.01%new13F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …843$38K<0.01%+4413F-HRTimelineGroup
Abound Wealth Management803$36.1K0.01%013F-HRTimeline
Blue Trust, Inc.800$35.9K<0.01%013F-HRTimeline
Larson Financial Group LLC711$31.9K<0.01%+36313F-HRTimeline
SIGNATUREFD, LLC657$29.5K<0.01%+813F-HRTimeline
Aster Capital Management (DIFC) Ltd579$26K0.01%new13F-HRTimeline
MAI Capital Management572$25.7K<0.01%-16713F-HRTimeline
First Pacific Financial528$23.7K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD520$23.4K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.509$22.9K<0.01%+32513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONETARY MANAGEMENT GROUP INC500$22.5K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC440$19.5K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC425$19.1K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC350$15.7K<0.01%013F-HRTimeline
Advisory Services Network, LLC327$14.7K<0.01%new13F-HRTimeline
Estabrook Capital Management326$14.6K<0.01%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/322$14.5K<0.01%+1613F-HRTimelineGroup
Rise Advisors, LLC308$13.8K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…275$12.4K<0.01%+2313F-HRTimelineGroup
NFSG Corp250$11.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC246$11K<0.01%+8713F-HRTimeline
Golden State Wealth Management, LLC239$10.8K<0.01%+313F-HRTimeline
Hartford Financial Management Inc.235$10.6K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.222$10K<0.01%-213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC222$10K<0.01%+8313F-HRTimelineGroup
Clearstead Advisors, LLC209$9.39K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$8.99K<0.01%013F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC199$8.94K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC186$8.26K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…180$8.09K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.178$7.9K<0.01%new13F-HRTimeline
Versant Capital Management, Inc167$7.5K<0.01%-11213F-HRTimeline
ROTHSCHILD INVESTMENT LLC155$6.96K<0.01%+8013F-HRTimeline
Private Wealth Management Group, LLC150$6.74K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.150$5.93K<0.01%013F-HRTimeline
High Note Wealth, LLC131$5.89K<0.01%+1913F-HRTimeline
MassMutual Private Wealth & Trust, FSB124$5.57K<0.01%-1813F-HRTimeline
CX Institutional113$5K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC110$4.94K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.100$4.49K<0.01%013F-HRTimeline
Community Bank, N.A.99$4.45K<0.01%new13F-HRTimeline
IFP Advisors, Inc97$4.36K<0.01%+4713F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC75$3.37K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC51$2.31K<0.01%-213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31$1.39K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.27$1.21K<0.01%-4,19613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$1.17K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT29$1K<0.01%013F-HRTimeline
Covestor Ltd21$1K<0.01%+1713F-HRTimeline
Parkside Financial Bank & Trust21$944<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK16$719<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp13$585<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC13$584<0.01%+1213F-HRTimeline
Bell Investment Advisors, Inc12$540<0.01%-1213F-HRTimeline
Rossby Financial, LCC8$355<0.01%new13F-HRTimeline
Clearstead Trust, LLC7$315<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5$225<0.01%013F-HRTimeline
Root Financial Partners, LLC1$45<0.01%new13F-HRTimeline