Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NWN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.4M | $339.7M | -6.3% | 15.169% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $139.9M | β | 6.245% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $97.5M | β | 4.355% | 0.00% |
| 4 | STATE STREET CORP | 1.6M | $85.4M | -22.5% | 3.815% | 0.00% |
| 5 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.2M | $63.3M | -14.6% | 2.826% | 0.64% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $54.9M | +4.3% | 2.453% | 0.00% |
| 7 | MORGAN STANLEY | 831K | $44.2M | -9.0% | 1.976% | 0.00% |
| 8 | Invesco Ltd. | 800K | $42.6M | +29.4% | 1.901% | 0.01% |
| 9 | FIRST TRUST ADVISORS LP | 756K | $40.2M | -12.0% | 1.796% | 0.03% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 744K | $39.6M | +2.6% | 1.767% | 0.01% |
| 11 | GOLDMAN SACHS GROUP INC | 656K | $34.9M | +11.8% | 1.559% | 0.00% |
| 12 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 613K | $32.6M | -28.4% | 1.457% | 0.34% |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 594K | $31.6M | +3.3% | 1.412% | 0.10% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 583K | $31.0M | -2.2% | 1.385% | 0.00% |
| 15 | GABELLI FUNDS LLC | 520K | $27.7M | 0.0% | 1.236% | 0.19% |
| 16 | Nuveen, LLC | 503K | $26.7M | +75.5% | 1.194% | 0.01% |
| 17 | Bank of New York Mellon Corp | 476K | $25.4M | -1.5% | 1.132% | 0.00% |
| 18 | NORTHERN TRUST CORP | 456K | $24.3M | +4.1% | 1.084% | 0.00% |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 418K | $22.2M | +161.4% | 0.993% | 0.01% |
| 20 | MetLife Investment Management, LLC | 371K | $19.7M | +0.4% | 0.881% | 0.10% |
| 21 | GAMCO INVESTORS, INC. ET AL | 364K | $19.4M | 0.0% | 0.864% | 0.19% |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 312K | $16.6M | -13.3% | 0.740% | 0.02% |
| 23 | TWO SIGMA INVESTMENTS, LP | 273K | $14.5M | +370.5% | 0.649% | 0.01% |
| 24 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 270K | $14.4M | -6.7% | 0.641% | 0.04% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 267K | $14.2M | β | 0.636% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in NWN β a direct measure of their conviction.
Filings activity in NWN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new NWN position in Q1 2026
Institutions that fully closed their NWN position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 315 | +4.0% | 79.09% | +7.12 pp | $1.66B | +9.9% |
| Q4 2025 | 303 | +8.6% | 71.97% | +5.94 pp | $1.51B | +9.0% |
| Q3 2025 | 279 | +0.4% | 66.03% | +8.28 pp | $1.39B | +14% |
| Q2 2025 | 278 | +1.1% | 57.75% | 3.37 pp | $1.21B | 5.5% |
| Q1 2025 | 275 | +5.8% | 61.12% | +4.80 pp | $1.28B | +8.5% |
| Q4 2024 | 260 | +2.0% | 56.32% | 0.77 pp | $1.18B | 1.4% |
| Q3 2024 | 255 | +4.9% | 57.09% | +8.55 pp | $1.20B | +18% |
| Q2 2024 | 243 | β | 48.54% | β | $1.02B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NWN stock.
Based on Q1 2026 13F filings, institutional ownership of Northwest Natural Holding Company stands at 79.1%, held across 315 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of NWN, with approximately 6,383,093 shares worth $0.34B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of NWN, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for NWN is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
56 institutions opened new positions in NWN during Q1 2026, while 44 fully exited. 212 added to existing positions and 44 trimmed.
NWN institutional ownership rose by 7.12 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 57.1% of all reported 13F value in NWN, and the top 25 account for 78.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.