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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
BlackRock, Inc.in group BlackRock, Inc.6,675,054$265M0.01%-79,10113F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC4,783,042$190M<0.01%+27,19813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,083,304$82.7M<0.01%+131,01913F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…1,222,340$48.6M0.45%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,033,513$41.1M0.03%-39,93813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC956,771$38M<0.01%+5,25113F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO940,470$37.4M0.44%+161,00013F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding883,700$35.1M0Timeline
Invesco Ltd.in group Invesco Ltd.857,444$34.1M0.01%-22,94813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY769,352$30.6M<0.01%-31,69613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP727,560$28.9M0.01%+1,94313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co610,481$24.2M<0.01%-24,14113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP458,240$18.2M<0.01%+32,27013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp446,446$17.7M<0.01%-2,28613F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…371,429$14.8M0.09%+2,76913F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…359,085$14.3M0.03%+13,73013F-HRTimelineGroup
Glenmede Investment Management, LP337,651$13.4M0.07%13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC335,858$13.3M0.23%+60,07513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO301,237$12M<0.01%-92,29713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding278,403$11.1M+1,843Timeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC275,580$10.9M0.04%-54,29013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC266,698$10.6M0.01%+227,33613F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc266,446$10.6M<0.01%+6,16213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC263,996$10.5M<0.01%-74,10213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC247,142$9.82M0.01%+23,91913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC235,628$9.36M0.01%+29,96113F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers218,821$8.69M0.01%+208,37113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC207,583$8.25M<0.01%+35,89813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding199,949$7.94M-156Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/192,170$7.63M<0.01%-17,97313F-HRTimelineGroup
Dana Investment Advisors, Inc.168,461$6.69M0.22%-2,66213F-HRTimeline
Franklin Resourcesgroup of 2 filers holding164,132$6.52M-5,414Timeline
ProShare Advisors LLC164,012$6.51M0.01%-18,70813F-HRTimeline
Public Sector Pension Investment Board137,384$5.46M0.02%+10,09413F-HRTimeline
RHUMBLINE ADVISERS132,474$5.26M<0.01%+7,57313F-HRTimeline
Advisors Asset Management, Inc.131,887$5.24M0.09%-1,30513F-HR/ATimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …132,044$5.22M<0.01%+98013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC125,863$5M<0.01%+19,25813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC110,355$4.38M<0.01%+5,12013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC109,124$4.33M0.06%-4,58613F-HRTimeline
GRACE & WHITE INC /NY100,609$4M0.73%+1,20013F-HRTimeline
Nuveen, LLCin group TIAA99,938$3.97M<0.01%-274,76513F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP91,072$3.62M0.15%+80,18013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC84,612$3.36M<0.01%+27,13813F-HR/ATimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…83,707$3.32M<0.01%+64,13913F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC82,028$3.26M0.01%-86,99513F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding81,214$3.23MnewTimeline
CSM Advisors, LLC79,097$3.14M0.09%new13F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…77,631$3.08M0.02%+1,31513F-HRTimeline
Swiss National Bank76,800$3.05M<0.01%-1,00013F-HRTimeline
Regency Capital Management Inc.\DE74,078$2.94M1.54%new13F-HRTimeline
Penn Capital Management Company, LLC73,864$2.93M0.25%+32,10613F-HRTimeline
Janney Montgomery Scott LLC71,785$2.85M0.01%-2913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\69,135$2.75M<0.01%-20,86513F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co66,434$2.64M<0.01%+3,93613F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…62,118$2.47M0.01%+10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,753$2.37M<0.01%-13,33813F-HRTimelineGroup
HENNESSY ADVISORS INC57,803$2.3M0.08%+1,50013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.51,559$2.05M0.01%+2,12413F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P51,126$2.03M0.05%+1,20313F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC50,361$2M0.04%+2,26713F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd48,368$1.92M0.1%new13F-HRTimelineGroup
Maryland State Retirement & Pension Sys…48,034$1.91M0.04%+2,29213F-HRTimeline
North Star Investment Management Corp.48,000$1.91M0.13%013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…46,604$1.85M0.01%013F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC46,543$1.85M0.01%-1,81013F-HRTimeline
ALLIANCEBERNSTEIN L.P.45,247$1.8M<0.01%+3,55313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC44,524$1.77M0.02%-48,31013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC44,102$1.75M<0.01%+34,30613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC43,700$1.74M<0.01%+20,70013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,257$1.72M<0.01%-21,35613F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/42,081$1.67M<0.01%+3,53713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,101$1.59M<0.01%+4,67013F-HRTimelineGroup
NORGES BANK36,038$1.43M<0.01%-28,25013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC35,388$1.41M0.02%+9,28613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,344$1.4M<0.01%-29,62213F-HRTimelineGroup
Cambridge Investment Research Advisors,…35,287$1.4M<0.01%+11,33113F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,327$1.32M<0.01%-2,60413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,131$1.24M<0.01%-10,26313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS30,062$1.19M<0.01%+4,08013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,955$1.19M<0.01%+37813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO29,797$1.18M<0.01%+2,55213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,641$1.18M<0.01%+16313F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\29,389$1.17M<0.01%-3113F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD29,024$1.15M<0.01%-2,00513F-HRTimelineGroup
Cubist Systematic Strategies, LLC28,550$1.13M0.01%new13F-HRTimeline
COMERICA BANK26,989$1.07M<0.01%+1,29713F-HRTimeline
State of Tennessee, Department of Treas…26,659$1.06M<0.01%+18,00513F-HRTimeline
State of Alaska, Department of Revenue24,006$952K0.01%+1,76913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/23,372$928K<0.01%+1,98913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,496$894K<0.01%+4,76813F-HR/ATimelineGroup
LPL Financial LLC22,126$879K<0.01%+1,00713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD22,062$876K<0.01%-3,22613F-HRTimeline
Magellan Asset Management Ltdin group Magellan Asset Management Ltd21,672$861K0.01%+72613F-HRTimelineGroup
Illinois Municipal Retirement Fund21,573$857K0.01%+1,73813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …20,997$834K<0.01%+1,58013F-HRTimelineGroup
Engineers Gate Manager LP20,430$811K0.01%+13,53413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC19,040$756K<0.01%+47213F-HRTimelineGroup
Louisiana State Employees Retirement Sy…18,800$747K0.01%-10013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,130$720K<0.01%-14913F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.17,676$702K<0.01%new13F-HRTimelineGroup
KLP KAPITALFORVALTNING AS16,900$671K<0.01%+1,60013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson16,471$654K<0.01%013F-HRTimelineGroup
ExodusPoint Capital Management, LP16,282$647K0.01%new13F-HRTimeline
Rodgers Brothers Inc.15,650$622K0.08%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO15,489$615K0.01%+10,43913F-HRTimeline
Quantbot Technologies LP15,402$612K0.02%-5,46313F-HRTimeline
Guardian Wealth Management, Inc.15,366$610K0.41%+35213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding15,020$597K+9,577Timeline
YOUSIF CAPITAL MANAGEMENT, LLC14,897$592K0.01%+5113F-HRTimeline
IMS Capital Management14,210$564K0.26%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP13,758$546K<0.01%+1,20013F-HRTimelineGroup
FMR LLCin group FMR LLC13,444$534K<0.01%+11,58613F-HRTimelineGroup
Ballentine Partners, LLC13,358$531K0.01%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC13,236$526K<0.01%-19113F-HRTimelineGroup
CHOREO, LLC12,975$515K0.01%+2,73913F-HRTimeline
Creative Planningin group Creative Planning12,703$505K<0.01%+6,15613F-HRTimelineGroup
MQS Management LLC12,565$499K0.28%+6,15213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND12,410$493K<0.01%+60013F-HR/ATimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.12,379$492K<0.01%+87513F-HRTimelineGroup
Dynamic Technology Lab Private Ltd12,100$481K0.07%-61413F-HRTimeline
IEQ CAPITAL, LLC12,093$480K<0.01%+5,34613F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC12,000$477K0.06%+37513F-HRTimeline
TRUE Private Wealth Advisors11,932$474K0.05%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…11,819$469K<0.01%-5013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM11,743$466K<0.01%+23213F-HRTimeline
AMALGAMATED BANK11,454$455K<0.01%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,286$448K<0.01%013F-HRTimeline
INGALLS & SNYDER LLC10,971$436K0.02%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,930$434K0.01%+213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP10,608$421K<0.01%new13F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…10,439$415K<0.01%new13F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…10,236$407K<0.01%+1,74713F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…10,185$405K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,048$399K<0.01%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC9,923$394K<0.01%new13F-HR/ATimelineGroup
QUADRANT CAPITAL GROUP LLC9,619$382K0.01%-33213F-HRTimeline
AlphaQuest LLC9,518$378K0.04%new13F-HRTimeline
Asset Management One Co., Ltd.9,353$372K<0.01%+12613F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …9,290$369K<0.01%+1,46013F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND9,275$368K0.01%+10013F-HRTimeline
State of Wyoming9,191$365K0.04%+3,65013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,178$365K<0.01%-60,91513F-HRTimelineGroup
Police & Firemen's Retirement System of…9,035$359K<0.01%+74113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,923$354K<0.01%-75213F-HRTimelineGroup
PDT Partners, LLC8,916$354K0.02%new13F-HRTimeline
Aigen Investment Management, LP8,823$350K0.05%new13F-HRTimeline
DRW Securities, LLC8,665$344K0.02%new13F-HRTimeline
LSV ASSET MANAGEMENT8,600$342K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC8,592$341K<0.01%new13F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments8,596$341K0.02%-14,60813F-HRTimelineGroup
AXA S.A.in group AXA S.A.8,363$332K<0.01%new13F-HRTimelineGroup
111 Capital8,332$331K0.06%new13F-HRTimeline
Intrua Financial, LLC8,311$330K0.05%+16213F-HRTimeline
Versor Investments LP8,119$322K0.06%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,004$318K<0.01%-1,66013F-HRTimelineGroup
STRS OHIO8,000$318K<0.01%new13F-HRTimeline
Significant Wealth Partners LLC7,783$309K0.15%-35813F-HRTimeline
Aquatic Capital Management LLC7,549$300K0.01%+82713F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY7,400$294K0.06%+2,50013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd7,192$286K0.06%new13F-HRTimelineGroup
INCEPTIONR LLC7,041$280K0.06%new13F-HRTimeline
CWM, LLCin group CWM, LLC7,013$279K<0.01%+1,43613F-HRTimelineGroup
Quantinno Capital Management LP6,958$276K<0.01%+1,72613F-HRTimeline
EP Wealth Advisors, LLC6,895$274K<0.01%-2513F-HRTimeline
Allworth Financial LP6,641$264K<0.01%-9213F-HRTimeline
HighTower Advisors, LLC6,529$259K<0.01%+1,67013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,490$258K<0.01%-18213F-HRTimelineGroup
Amundiin group Amundi6,322$258K<0.01%-9,64913F-HRTimelineGroup
Cetera Investment Advisers6,446$256K<0.01%+1,42813F-HRTimeline
OXFORD ASSET MANAGEMENT LLP6,213$247K0.08%new13F-HRTimeline
Compagnie Lombard Odier SCmA6,200$246K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,133$244K0.02%-413F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS6,101$242K<0.01%+24813F-HRTimeline
D.A. DAVIDSON & CO.6,075$241K<0.01%-1,35013F-HRTimeline
REAVES W H & CO INC5,909$235K0.01%-20,03513F-HRTimeline
Entropy Technologies, LP5,909$235K0.02%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,892$234K<0.01%-2,28113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,775$229K<0.01%013F-HRTimelineGroup
Jacobi Capital Management LLC5,701$226K0.02%+113F-HRTimeline
SteelPeak Wealth, LLC5,630$224K0.01%-18813F-HRTimeline
CFS Investment Advisory Services, LLC5,560$221K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,415$215K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC5,300$211K<0.01%+3,40013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,196$206K<0.01%-1613F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…5,178$206K<0.01%-66613F-HRTimelineGroup
SBI Securities Co., Ltd.4,949$197K0.01%-33313F-HRTimeline
OLD REPUBLIC INTERNATIONAL CORP4,700$187K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,269$170K<0.01%+3,58413F-HRTimelineGroup
Sunbelt Securities, Inc.4,223$167K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,134$164K0.01%+29213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,015$159K<0.01%-45013F-HRTimeline
DekaBank Deutsche Girozentrale3,578$142K<0.01%013F-HRTimeline
Sterling Capital Management LLC3,134$124K<0.01%+41313F-HR/ATimeline
Steward Partners Investment Advisory, L…2,671$106K<0.01%-19013F-HRTimeline
Palouse Capital Management, Inc.2,352$93.4K0.06%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,274$90.4K<0.01%+1,16713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,123$84.3K<0.01%+1,12313F-HRTimelineGroup
CGC Financial Services, LLC2,092$83.1K0.03%+113F-HRTimeline
CoreCap Advisors, LLC2,023$80.4K<0.01%-76013F-HRTimeline