Ranked by reported Q2 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. | 6.7M | $329.2M | +5.1% | 15.947% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.7M | $134.2M | +4.1% | 6.499% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $93.2M | +3.7% | 4.515% | 0.00% |
| 4 | STATE STREET CORP | 1.7M | $84.9M | +7.8% | 4.113% | 0.00% |
| 5 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.5M | $71.6M | +22.8% | 3.469% | 0.63% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $60.2M | +18.9% | 2.916% | 0.00% |
| 7 | Invesco Ltd. | 930K | $45.6M | +16.3% | 2.211% | 0.00% |
| 8 | MORGAN STANLEY | 814K | $40.0M | -2.1% | 1.935% | 0.00% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 762K | $37.4M | +2.5% | 1.811% | 0.01% |
| 10 | FIRST TRUST ADVISORS LP | 746K | $36.6M | -1.3% | 1.773% | 0.02% |
| 11 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 613K | $30.1M | 0.0% | 1.457% | 0.14% |
| 12 | GOLDMAN SACHS GROUP INC | 580K | $28.4M | -11.7% | 1.378% | 0.00% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 569K | $27.9M | -2.4% | 1.353% | 0.00% |
| 14 | GABELLI FUNDS LLC | 520K | $25.5M | 0.0% | 1.236% | 0.16% |
| 15 | Bank of New York Mellon Corp | 492K | $24.2M | +3.4% | 1.170% | 0.00% |
| 16 | NORTHERN TRUST CORP | 491K | $24.1M | +7.7% | 1.168% | 0.00% |
| 17 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 469K | $23.0M | -21.1% | 1.115% | 0.07% |
| 18 | TWO SIGMA INVESTMENTS, LP | 400K | $19.6M | +46.4% | 0.951% | 0.01% |
| 19 | MetLife Investment Management, LLC | 374K | $18.4M | +1.0% | 0.890% | 0.08% |
| 20 | GAMCO INVESTORS, INC. ET AL | 364K | $17.8M | 0.0% | 0.864% | 0.16% |
| 21 | Allianz Asset Management GmbH | 332K | $16.3M | — | 0.789% | 0.01% |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 322K | $15.8M | +3.3% | 0.765% | 0.02% |
| 23 | Nuveen, LLC | 295K | $14.5M | -41.2% | 0.702% | 0.00% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 294K | $14.4M | -29.7% | 0.698% | 0.01% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 280K | $13.7M | +4.7% | 0.665% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NWN — a direct measure of their conviction.
Filings activity in NWN during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 319 | 1.5% | 81.47% | +2.74 pp | $1.62B | 4.2% |
| Q1 2026 | 324 | +6.2% | 78.73% | 1.95 pp | $1.69B | +11% |
| Q4 2025 | 305 | +9.3% | 80.68% | +3.29 pp | $1.51B | +9.2% |
| Q3 2025 | 279 | +0.4% | 77.39% | 0.17 pp | $1.39B | +14% |
| Q2 2025 | 278 | +1.1% | 77.56% | +0.92 pp | $1.21B | 5.5% |
| Q1 2025 | 275 | +5.8% | 76.64% | +0.05 pp | $1.28B | +8.5% |
| Q4 2024 | 260 | +2.0% | 76.59% | +1.79 pp | $1.18B | 1.4% |
| Q3 2024 | 255 | — | 74.80% | — | $1.20B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NWN stock.
Based on Q2 2026 13F filings, institutional ownership of Northwest Natural Holding Company stands at 81.5%, held across 319 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of NWN, with approximately 6,710,338 shares worth $0.33B as of Q2 2026.
Yes — 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 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
31 institutions opened new positions in NWN during Q2 2026, while 36 fully exited. 76 added to existing positions and 201 trimmed.
NWN institutional ownership rose by 2.74 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 57.7% of all reported 13F value in NWN, and the top 25 account for 77.2%.
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.
Northwest Natural Holding Company (NWN) Institutional Ownership