NWN NW Natural Holdings
NW Natural Holdings (NWN) Institutional Ownership
What the institutions did with NWN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 1.2M | 18.6% |
| DIMENSIONAL FUND ADVISORS LP | 767.0K | 12.4% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 613.1K | 9.9% |
| Bank of New York Mellon Corp | 485.8K | 7.8% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 382.3K | 6.2% |
| PRINCIPAL FINANCIAL GROUP INC | 274.7K | 4.4% |
| THOMPSON SIEGEL & WALMSLEY LLC | 212.7K | 3.4% |
| ProShare Advisors LLC | 201.5K | 3.3% |
| Amundi | 163.1K | 2.6% |
| Dana Investment Advisors, Inc. | 161.6K | 2.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 126.1K | 2.0% |
| DEUTSCHE BANK AG\ | 100.9K | 1.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 90.9K | 1.5% |
| GRACE & WHITE INC /NY | 90.1K | 1.5% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 78.4K | 1.3% |
| CITIGROUP INC | 68.2K | 1.1% |
| BESSEMER GROUP INC | 68.0K | 1.1% |
| Penn Capital Management Company, LLC | 61.7K | 1.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 60.9K | 1.0% |
| Cambridge Investment Research Advisors, Inc. | 58.9K | 1.0% |
| LSV ASSET MANAGEMENT | 54.9K | 0.9% |
| HENNESSY ADVISORS INC | 47.7K | 0.8% |
| Maryland State Retirement & Pension System | 45.5K | 0.7% |
| FIFTH THIRD BANCORP | 35.3K | 0.6% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 34.3K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 469.0K | 382.3K | -86.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.2M | 1.2M | -76.7K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 117.0K | 58.9K | -58.1K |
| ProShare Advisors LLC | Increased | 146.7K | 201.5K | +54.9K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Reduced | 67.4K | 34.3K | -33.1K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 243.6K | 274.7K | +31.1K |
| DEUTSCHE BANK AG\ | Increased | 74.3K | 100.9K | +26.6K |
| NORDEA INVESTMENT MANAGEMENT AB | Increased | 67.2K | 90.9K | +23.7K |
| Penn Capital Management Company, LLC | Increased | 43.4K | 61.7K | +18.3K |
| INTECH INVESTMENT MANAGEMENT LLC | Increased | 9.6K | 25.8K | +16.2K |
| CenterBook Partners LP | New | 0 | 16.0K | +16.0K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Increased | 63.4K | 78.4K | +15.0K |
| FIRST CITIZENS BANK & TRUST CO | Sold Out | 14.5K | 0 | -14.5K |
| LSV ASSET MANAGEMENT | Reduced | 67.2K | 54.9K | -12.3K |
| Jefferies Financial Group Inc. | Increased | 12.8K | 25.0K | +12.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 24.4K | 13.4K | -11.0K |
| R Squared Ltd | Reduced | 17.4K | 7.3K | -10.1K |
| Squarepoint Ops LLC | Reduced | 26.2K | 16.3K | -9.9K |
| NISA INVESTMENT ADVISORS, LLC | Reduced | 12.2K | 2.3K | -9.9K |
| BARCLAYS PLC | Increased | 17.6K | 27.0K | +9.4K |
| CITIGROUP INC | Reduced | 75.7K | 68.2K | -7.5K |
| Ascentis Independent Advisors | New | 0 | 7.0K | +7.0K |
| State of Alaska, Department of Revenue | Reduced | 15.1K | 8.3K | -6.8K |
| Crossmark Global Holdings, Inc. | New | 0 | 6.7K | +6.7K |
| Bank of New York Mellon Corp | Reduced | 492.5K | 485.8K | -6.7K |
| THOMPSON SIEGEL & WALMSLEY LLC | Increased | 206.4K | 212.7K | +6.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Reduced | 7.2K | 1.4K | -5.8K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 66.6K | 60.9K | -5.7K |
| ALPS ADVISORS INC | Reduced | 15.4K | 10.0K | -5.3K |
| Moss Adams Wealth Advisors LLC | New | 0 | 5.1K | +5.1K |
| Kestra Advisory Services, LLC | Sold Out | 4.9K | 0 | -4.9K |
| Inspire Investing, LLC | Sold Out | 4.8K | 0 | -4.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 762.2K | 767.0K | +4.8K |
| FIFTH THIRD BANCORP | Increased | 30.9K | 35.3K | +4.4K |
| State of New Jersey Common Pension Fund D | Reduced | 36.1K | 32.2K | -3.9K |
| Creative Planning | Increased | 19.7K | 23.3K | +3.6K |
| DekaBank Deutsche Girozentrale | Sold Out | 3.6K | 0 | -3.6K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 122.7K | 126.1K | +3.4K |
| State of Wyoming | Increased | 1.2K | 4.3K | +3.1K |
| Ethic Inc. | Reduced | 10.6K | 7.6K | -3.1K |
| US BANCORP \DE\ | Increased | 22.0K | 24.6K | +2.6K |
| Dana Investment Advisors, Inc. | Reduced | 164.0K | 161.6K | -2.3K |
| LPL Financial LLC | Increased | 28.2K | 30.4K | +2.2K |
| Nykredit A/S | Increased | 2.2K | 4.3K | +2.1K |
| Vise Technologies, Inc. | Increased | 7.8K | 9.2K | +1.4K |
| BANK OF MONTREAL /CAN/ | Increased | 15.5K | 16.7K | +1.2K |
| Asset Management One Co., Ltd. | Reduced | 13.6K | 12.4K | -1.1K |
| Thrivent Financial for Lutherans | Reduced | 27.6K | 26.8K | -860 |
| Daiwa Securities Group Inc. | Increased | 10.0K | 10.9K | +844 |
| Police & Firemen's Retirement System of New Jersey | Reduced | 12.7K | 11.8K | -836 |
| Russell Investments Group, Ltd. | Increased | 25.7K | 26.5K | +817 |
| Abound Wealth Management | Sold Out | 803 | 0 | -803 |
| XPONANCE LLC | Increased | 5.6K | 6.3K | +710 |
| Institute for Wealth Management, LLC. | Sold Out | 700 | 0 | -700 |
| Maryland State Retirement & Pension System | Reduced | 46.2K | 45.5K | -694 |
| STRS OHIO | Increased | 20.6K | 21.2K | +600 |
| Amundi | Increased | 162.5K | 163.1K | +563 |
| SIMPLEX TRADING, LLC | Increased | 337 | 846 | +509 |
| TD Waterhouse Canada Inc. | New | 0 | 500 | +500 |
| D.A. DAVIDSON & CO. | Reduced | 6.4K | 5.9K | -500 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.