Who owns Northwest Natural Holding (NWN)
Which tracked institutional funds hold NWN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NWN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on NWN is one-sided between 2026-Q1 and 2026-Q2: 5 added or opened and 165 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NWN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NWN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NWN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 327 tracked filers holding NWN, 162 increased or opened the position and 138 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NWN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 160
- VANGUARD PORTFOLIO MANAGEMENT LLC$140M
- VANGUARD CAPITAL MANAGEMENT LLC$98M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$63M
- GEODE CAPITAL MANAGEMENT, LLC$55M
- MORGAN STANLEY$44M
- FIRST TRUST ADVISORS LP$40M
Largest adds
- BlackRock, Inc.$89M
- Invesco Ltd.$5M
- TWO SIGMA INVESTMENTS, LP$5M
- AQR CAPITAL MANAGEMENT LLC$467K
- PRICE T ROWE ASSOCIATES INC /MD/$286K
Largest trims
- Point72 Asset Management, L.P.$2M
- D. E. Shaw & Co., Inc.$2M
- NORGES BANK$980K
- FMR LLC$648K
- STATE STREET CORP$513K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,710,338 | $329M | 17.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,628,040 | $140M | 7.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,832,517 | $98M | 5.1% | 2026-Q1 |
| STATE STREET CORP added | 1,730,864 | $85M | 4.4% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 1,189,201 | $63M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,032,239 | $55M | 2.9% | 2026-Q1 |
| Invesco Ltd. added | 930,407 | $46M | 2.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 831,355 | $44M | 2.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 755,910 | $40M | 2.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 743,512 | $40M | 2.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 656,172 | $35M | 1.8% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 613,090 | $33M | 1.7% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 594,204 | $32M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 583,009 | $31M | 1.6% | 2026-Q1 |
| GABELLI FUNDS LLC | 520,000 | $28M | 1.4% | 2026-Q1 |
| Nuveen, LLC added | 502,520 | $27M | 1.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 476,484 | $25M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 456,313 | $24M | 1.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 417,945 | $22M | 1.2% | 2026-Q1 |
| MetLife Investment Management, LLC added | 370,701 | $20M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 400,088 | $20M | 1.0% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 363,700 | $19M | 1.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 311,567 | $17M | 0.9% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 269,965 | $14M | 0.7% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 267,844 | $14M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 267,416 | $14M | 0.7% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 241,642 | $13M | 0.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 241,348 | $13M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 238,699 | $13M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 245,554 | $12M | 0.6% | 2026-Q2 |
| NATIXIS ADVISORS, LLC trimmed | 225,256 | $12M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 223,057 | $12M | 0.6% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 207,103 | $11M | 0.6% | 2026-Q1 |
| Edgestream Partners, L.P. added | 201,660 | $11M | 0.6% | 2026-Q1 |
| SG Americas Securities, LLC added | 193,166 | $10M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 191,461 | $10M | 0.5% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD new | 188,390 | $10M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 172,740 | $9M | 0.5% | 2026-Q1 |
| Dana Investment Advisors, Inc. trimmed | 166,685 | $9M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 160,223 | $9M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 154,521 | $8M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 148,485 | $8M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 142,193 | $8M | 0.4% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 141,996 | $8M | 0.4% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 130,453 | $7M | 0.4% | 2026-Q1 |
| UBS Group AG added | 129,677 | $7M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 128,717 | $7M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 126,006 | $7M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 122,388 | $7M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 107,940 | $6M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 97,248 | $5M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 96,956 | $5M | 0.3% | 2026-Q1 |
| CSM Advisors, LLC added | 96,501 | $5M | 0.3% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 90,648 | $5M | 0.3% | 2026-Q1 |
| GRACE & WHITE INC /NY trimmed | 90,064 | $5M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 85,198 | $5M | 0.2% | 2026-Q1 |
| TCW GROUP INC new | 83,975 | $4M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 82,100 | $4M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 76,815 | $4M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 69,041 | $4M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 67,961 | $4M | 0.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 67,200 | $4M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 66,068 | $4M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 65,321 | $3M | 0.2% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 64,050 | $3M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 67,336 | $3M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 59,625 | $3M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 59,480 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 58,017 | $3M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC new | 56,527 | $3M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 56,351 | $3M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 60,666 | $3M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 53,675 | $3M | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 49,836 | $3M | 0.1% | 2026-Q1 |
| HENNESSY ADVISORS INC | 49,303 | $3M | 0.1% | 2026-Q1 |
| North Star Investment Management Corp. | 48,000 | $3M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 45,617 | $2M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 44,189 | $2M | 0.1% | 2026-Q1 |
| Magellan Asset Management Ltd added | 43,909 | $2M | 0.1% | 2026-Q1 |
| Maryland State Retirement & Pension System trimmed | 42,922 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 41,913 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 41,694 | $2M | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD added | 39,287 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 44,247 | $2M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 38,306 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 37,515 | $2M | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 35,297 | $2M | 0.1% | 2026-Q1 |
| Jackson Creek Investment Advisors LLC added | 34,878 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,706,007 | $220M | 11.4% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 318,383 | $14M | 0.7% | 2025-Q3 stale |
| Foundry Partners, LLC trimmed | 150,438 | $6M | 0.3% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 129,513 | $6M | 0.3% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 73,000 | $3M | 0.2% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 66,900 | $3M | 0.2% | 2025-Q3 stale |
| Regency Capital Management Inc.\DE new | 74,078 | $3M | 0.2% | 2025-Q2 stale |
| Inspire Advisors, LLC added | 65,112 | $3M | 0.1% | 2025-Q1 stale |
| First Washington CORP | 60,132 | $3M | 0.1% | 2025-Q1 stale |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 56,215 | $2M | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 51,559 | $2M | 0.1% | 2025-Q2 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 46,543 | $2M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.