Who holds NWNticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

NORTHWEST NAT HLDG CO · COM · quarter ended 2026-03-31 · 2 members disclosed NWN ↗

227

holders13F filers reporting this class for the quarter ended 2026-03-31

$1.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

106

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of NWN ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$340M	6,383,093	−427,112	trim
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$140M	2,628,040	—	no prior
3	VANGUARD CAPITAL MANAGEMENT LLC	$97.5M	1,832,517	—	no prior
4	STATE STREET CORP	$85.4M	1,605,211	−465,958	trim
5	MORGAN STANLEY	$44.2M	831,355	−82,606	trim
6	Invesco Ltd.	$42.6M	799,977	+181,747	add
7	FIRST TRUST ADVISORS LP	$40.2M	755,910	−103,514	trim
8	DIMENSIONAL FUND ADVISORS LP	$39.6M	743,512	+18,669	add
9	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$32.6M	613,090	+613,090	new
10	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$31.6M	594,204	+19,006	add
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$31.0M	583,009	−13,325	trim
12	Nuveen, LLC	$26.7M	502,520	+216,132	add
13	NORTHERN TRUST CORP	$24.3M	456,313	+18,002	add
14	VICTORY CAPITAL MANAGEMENT INC	$22.2M	417,945	+258,036	add
15	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$16.6M	311,567	−47,851	trim
16	TWO SIGMA INVESTMENTS, LP	$14.5M	273,209	+215,141	add
17	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$14.4M	269,965	−19,310	trim
18	VANGUARD FIDUCIARY TRUST CO	$14.2M	267,416	—	no prior
19	GLENMEDE TRUST CO NA	$13.5M	254,548	−38,312	trim
20	PRUDENTIAL FINANCIAL INC	$12.9M	241,642	−51,300	trim
21	Legal & General Group Plc	$12.8M	241,348	−14,959	trim
22	PRINCIPAL FINANCIAL GROUP INC	$12.7M	238,699	−66,586	trim
23	AMERICAN CENTURY COMPANIES INC	$11.9M	223,057	+5,266	add
24	AQR CAPITAL MANAGEMENT LLC	$11.8M	222,324	+7,767	add
25	Edgestream Partners, L.P.	$10.7M	201,660	+70,773	add
26	BANK OF AMERICA CORP /DE/	$10.2M	191,461	−51,033	trim
27	JUPITER ASSET MANAGEMENT LTD	$10.0M	188,390	+188,390	new
28	Baird Financial Group, Inc.	$9.2M	172,740	+172,740	new
29	Dana Investment Advisors, Inc.	$8.9M	166,685	−377	trim
30	FRANKLIN RESOURCES INC	$8.2M	154,521	+125,064	add
31	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.9M	148,485	+4,829	add
32	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$7.6M	142,193	−3,248	trim
33	EXCHANGE TRADED CONCEPTS, LLC	$7.6M	141,996	+2,447	add
34	ProShare Advisors LLC	$6.9M	130,453	−10,918	trim
35	UBS Group AG	$6.9M	129,677	+53,451	add
36	MILLENNIUM MANAGEMENT LLC	$5.7M	107,940	−103,596	trim
37	Qube Research & Technologies Ltd	$5.2M	97,248	+97,248	new
38	VOYA INVESTMENT MANAGEMENT LLC	$5.2M	96,956	−11,808	trim
39	Point72 Asset Management, L.P.	$5.1M	95,053	+95,053	new
40	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.8M	90,648	+13,421	add
41	JANE STREET GROUP, LLC	$4.5M	85,198	+85,198	new
42	Swiss National Bank	$4.4M	82,100	+1,300	add
43	DEUTSCHE BANK AG\	$4.1M	76,815	+2,934	add
44	WELLS FARGO & COMPANY/MN	$3.5M	66,068	−29,497	trim
45	Cetera Investment Advisers	$3.5M	65,321	+713	add
46	CITIGROUP INC	$3.2M	59,625	+5,651	add
47	WINTON GROUP Ltd	$3.2M	59,480	+6,387	add
48	CITADEL ADVISORS LLC	$3.1M	58,017	+26,936	add
49	PANAGORA ASSET MANAGEMENT INC	$3.0M	56,527	+56,527	new
50	Squarepoint Ops LLC	$2.9M	53,675	+53,675	new
51	D. E. Shaw & Co., Inc.	$2.8M	52,170	+52,170	new
52	State of New Jersey Common Pension Fund D	$2.4M	45,617	+267	add
53	Magellan Asset Management Ltd	$2.3M	43,909	+8,657	add
54	Maryland State Retirement & Pension System	$2.3M	42,922	−2,151	trim
55	Quantinno Capital Management LP	$2.2M	41,913	+10,798	add
56	FMR LLC	$2.2M	41,144	+6,770	add
57	MACQUARIE GROUP LTD	$2.1M	39,287	+14,571	add
58	ALLIANCEBERNSTEIN L.P.	$2.1M	44,247	−1,000	trim
59	SEI INVESTMENTS CO	$2.0M	38,306	+8,854	add
60	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.0M	37,515	+32,065	add
61	VANGUARD ASSET MANAGEMENT, Ltd	$1.7M	31,681	—	no prior
62	Vanguard Investments Australia, Ltd.	$1.7M	31,326	—	no prior
63	XTX Topco Ltd	$1.6M	30,007	+17,024	add
64	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.6M	30,000	−900	trim
65	OCCUDO QUANTITATIVE STRATEGIES LP	$1.6M	29,858	+29,858	new
66	NORDEA INVESTMENT MANAGEMENT AB	$1.5M	28,970	+28,970	new
67	RAYMOND JAMES FINANCIAL INC	$1.5M	28,673	−2,122	trim
68	LPL Financial LLC	$1.5M	28,083	+1,232	add
69	Advisors Asset Management, Inc.	$1.5M	27,344	−3,649	trim
70	VARCOV Co.	$1.4M	26,260	+17,732	add
71	IEQ CAPITAL, LLC	$1.4M	25,873	+2,146	add
72	Connor, Clark & Lunn Investment Management Ltd.	$1.3M	25,014	−4,225	trim
73	COMMONWEALTH EQUITY SERVICES, LLC	$1.3M	24,976	+693	add
74	JENNISON ASSOCIATES LLC	$1.2M	23,207	+23,207	new
75	FIFTH THIRD BANCORP	$1.2M	23,032	+21,724	add
76	US BANCORP \DE\	$1.2M	23,031	−584	trim
77	Engineers Gate Manager LP	$1.2M	22,483	+22,483	new
78	Trexquant Investment LP	$1.2M	22,332	+22,332	new
79	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.2M	22,077	−8,242	trim
80	Illinois Municipal Retirement Fund	$1.1M	21,500	−1,835	trim
81	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.0M	18,860	−166	trim
82	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$957K	17,987	+1,327	add
83	PDT Partners, LLC	$948K	17,812	0	no change
84	ROYAL BANK OF CANADA	$941K	17,674	−3,408	trim
85	CAXTON ASSOCIATES LLP	$930K	17,479	+1,812	add
86	BARCLAYS PLC	$926K	17,402	−55,466	trim
87	Tidal Investments LLC	$907K	17,035	−847	trim
88	Cerity Partners LLC	$890K	16,722	+4,597	add
89	Janus Henderson Group Ltd.	$877K	16,471	0	no change
90	Zurcher Kantonalbank (Zurich Cantonalbank)	$872K	16,381	+16,381	new
91	Creative Planning	$871K	16,370	+4,281	add
92	Vanguard Global Advisers, LLC	$871K	16,368	—	no prior
93	ALPS ADVISORS INC	$793K	14,904	−722	trim
94	STATE OF WISCONSIN INVESTMENT BOARD	$791K	14,869	−5,529	trim
95	BANK OF MONTREAL /CAN/	$785K	14,741	−2,872	trim
96	R Squared Ltd	$774K	14,535	+14,535	new
97	BAILARD, INC.	$741K	13,923	0	no change
98	CHOREO, LLC	$725K	13,624	−35	trim
99	Universal- Beteiligungs- und Servicegesellschaft mbH	$724K	13,596	0	no change
100	Penn Capital Management Company, LLC	$712K	13,371	−2,886	trim
101	Ballentine Partners, LLC	$708K	13,307	0	no change
102	FIRST CITIZENS BANK & TRUST CO	$705K	13,247	−1,025	trim
103	Envestnet Portfolio Solutions, Inc.	$675K	12,679	−1,144	trim
104	LAZARD ASSET MANAGEMENT LLC	$644K	12,097	−32,212	trim
105	Allworth Financial LP	$644K	12,094	+34	add
106	Amundi	$625K	11,744	+6,858	add
107	TRUE Private Wealth Advisors	$624K	11,731	−1	trim
108	CWM, LLC	$611K	11,485	−682	trim
109	Arizona State Retirement System	$607K	11,401	−112	trim
110	Graham Capital Management, L.P.	$603K	11,332	+2,621	add
111	INTECH INVESTMENT MANAGEMENT LLC	$569K	10,686	−7,052	trim
112	Beacon Pointe Advisors, LLC	$566K	10,639	+10,639	new
113	Federation des caisses Desjardins du Quebec	$547K	10,282	+2,358	add
114	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$542K	10,185	0	no change
115	QUADRANT CAPITAL GROUP LLC	$516K	9,688	+69	add
116	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$507K	9,534	−1,396	trim
117	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$505K	9,496	−19,854	trim
118	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$503K	9,442	+9,442	new
119	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$498K	9,105	+1,791	add
120	Pictet Asset Management Holding SA	$497K	9,345	+1,085	add
121	MERCER GLOBAL ADVISORS INC /ADV	$487K	9,152	+493	add
122	Focus Partners Wealth	$477K	8,967	+448	add
123	Daiwa Securities Group Inc.	$466K	8,762	−1,086	trim
124	Groupe la Francaise	$461K	8,668	0	no change
125	State of Wyoming	$460K	8,635	+2,943	add
126	STIFEL FINANCIAL CORP	$459K	8,631	+682	add
127	FEDERATED HERMES, INC.	$456K	8,569	0	no change
128	Intrua Financial, LLC	$446K	8,387	−43	trim
129	HighTower Advisors, LLC	$444K	8,336	−827	trim
130	Hilltop Holdings Inc.	$393K	7,382	+2,350	add
131	EP Wealth Advisors, LLC	$380K	7,139	−172	trim
132	Ascentis Independent Advisors	$370K	6,952	+6,952	new
133	MACKENZIE FINANCIAL CORP	$368K	6,918	+6,918	new
134	Vanguard Personalized Indexing Management, LLC	$368K	6,911	+6,911	new
135	M&T BANK CORP	$363K	6,825	−16	trim
136	D.A. DAVIDSON & CO.	$339K	6,376	0	no change
137	iSAM Funds (UK) Ltd	$318K	5,978	+5,978	new
138	Mariner, LLC	$316K	5,947	−2,325	trim
139	CFS Investment Advisory Services, LLC	$300K	5,560	0	no change
140	Asset Management One Co., Ltd.	$298K	5,596	−133	trim
141	Aquatic Capital Management LLC	$293K	5,497	+5,497	new
142	Tower Research Capital LLC (TRC)	$283K	5,314	+4,761	add
143	Jacobi Capital Management LLC	$276K	5,177	0	no change
144	Kestra Advisory Services, LLC	$266K	4,989	−1,007	trim
145	nVerses Capital, LLC	$264K	4,953	+4,953	new
146	Fortitude Advisory Group L.L.C.	$263K	4,940	−92	trim
147	WBI INVESTMENTS, LLC	$262K	4,921	+4,921	new
148	Keudell/Morrison Wealth Management	$257K	4,823	+120	add
149	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$253K	4,750	+6	add
150	NewEdge Advisors, LLC	$249K	4,678	0	no change
151	Bill Few Associates, Inc.	$245K	4,597	+4,597	new
152	Horizon Investment Services, LLC	$237K	4,462	+4,462	new
153	OXFORD ASSET MANAGEMENT LLP	$235K	4,411	+4,411	new
154	Significant Wealth Partners LLC	$227K	4,268	+4,268	new
155	ENVESTNET ASSET MANAGEMENT INC	$219K	4,107	+4,107	new
156	Brooklyn Investment Group	$215K	4,035	+4,035	new
157	XPONANCE LLC	$208K	3,910	+3,910	new
158	Ameritas Investment Partners, Inc.	$180K	3,383	0	no change
159	Eurizon Capital SGR S.p.A.	$163K	3,033	0	no change
160	IFM Investors Pty Ltd	$153K	2,866	+2,866	new
161	Steward Partners Investment Advisory, LLC	$120K	2,263	−280	trim
162	OSAIC HOLDINGS, INC.	$113K	2,116	+86	add
163	Palouse Capital Management, Inc.	$93.8K	1,762	−433	trim
164	BNP Paribas Asset Management Holding S.A.	$84.5K	1,588	+560	add
165	Geneos Wealth Management Inc.	$79.4K	1,492	0	no change
166	Axiom Investment Management LLC	$70.7K	1,329	—	no prior
167	Larson Financial Group LLC	$68.5K	1,288	+172	add
168	Freestone Grove Partners LP	$68.2K	1,282	+1,282	new
169	Clarity Asset Management, Inc.	$63.1K	1,185	−123	trim
170	Cranbrook Wealth Management, LLC	$58.8K	1,104	0	no change
171	GROUP ONE TRADING LLC	$50.1K	941	−2,323	trim
172	MCF Advisors LLC	$47.9K	900	—	no prior
173	Abound Wealth Management	$42.7K	803	0	no change
174	Blue Trust, Inc.	$42.6K	800	0	no change
175	Pinnacle Wealth Planning Services, Inc.	$39.0K	732	+58	add
176	SIGNATUREFD, LLC	$37.0K	696	+77	add
177	MAI Capital Management	$35.3K	663	−59	trim
178	First Pacific Financial	$28.7K	539	+6	add
179	UMB Bank, n.a.	$27.9K	525	+12	add
180	NOMURA ASSET MANAGEMENT CO LTD	$27.7K	520	0	no change
181	ENTRUST FINANCIAL LLC	$26.6K	500	0	no change
182	Rockefeller Capital Management L.P.	$22.6K	425	−189	trim
183	Salomon & Ludwin, LLC	$22.5K	412	+128	add
184	Kemnay Advisory Services Inc.	$17.5K	328	−1,180	trim
185	NATIONAL BANK OF CANADA /FI/	$16.7K	314	−15	trim
186	Destiny Wealth Partners, LLC	$16.5K	310	+310	new
187	NFSG Corp	$13.3K	250	0	no change
188	Hartford Financial Management Inc.	$12.5K	235	0	no change
189	NATIXIS ADVISORS, LLC	$12.0K	225,256	−45,002	trim
190	THOMPSON SIEGEL & WALMSLEY LLC	$11.0K	207,103	−111,731	trim
191	Atlantic Union Bankshares Corp	$10.6K	200	0	no change
192	Triumph Capital Management	$10.6K	200	0	no change
193	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$10.4K	193	0	no change
194	Arax Advisory Partners	$9.8K	184	−154	trim
195	Westside Investment Management, Inc.	$9.7K	178	0	no change
196	Mitsubishi UFJ Asset Management Co., Ltd.	$9.6K	180	0	no change
197	Clearstead Advisors, LLC	$9.2K	173	+173	new
198	Smartleaf Asset Management LLC	$8.2K	153	−116	trim
199	Quarry LP	$7.6K	142	+95	add
200	Private Wealth Management Group, LLC	$7.3K	138	−12	trim
201	Prudent Man Investment Management, Inc.	$7.0K	150	0	no change
202	HRT FINANCIAL LP	$6.9K	128,717	+85,629	add
203	ASSETMARK, INC	$4.6K	86	+11	add
204	CANADA LIFE ASSURANCE Co	$3.7K	69,041	−1,381	trim
205	Meramec Financial Planners, LLC	$3.3K	63	−49	trim
206	JPL Wealth Management, LLC	$2.8K	53	+53	new
207	Keating Financial Advisory Services, Inc.	$2.8K	52	+49	add
208	PICTON MAHONEY ASSET MANAGEMENT	$1.5K	29	0	no change
209	THRIVENT FINANCIAL FOR LUTHERANS	$1.5K	27,705	−816	trim
210	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$1.4K	26	+26	new
211	Parkside Financial Bank & Trust	$1.3K	24	+3	add
212	State of Alaska, Department of Revenue	$1.2K	21,716	−633	trim
213	SouthState Bank Corp	$692	13	0	no change
214	Manchester Capital Management LLC	$692	13	0	no change
215	INGALLS & SNYDER LLC	$580	10,891	0	no change
216	Ankerstar Wealth, LLC	$266	5	0	no change
217	True Wealth Design, LLC	$213	4	0	no change
218	GILPIN WEALTH MANAGEMENT, LLC	$213	4	+2	add
219	DekaBank Deutsche Girozentrale	$194	3,578	0	no change
220	CVA Family Office, LLC	$106	2	+2	new
221	KBC Group NV	$71	1,341	0	no change
222	Capital Advisors, Ltd. LLC	$55	1,033	0	no change
223	JFS WEALTH ADVISORS, LLC	$54	1	0	no change
224	Jackson, Grant Investment Advisers, Inc.	$52	1	−960	trim
225	Winthrop Capital Management, LLC	$48	900	0	no change
226	Strategic Wealth Advisors LLC	$16	313	0	no change
227	Compagnie Lombard Odier SCmA	$0	0	−6,200	trim
228	VANGUARD GROUP INC	—	—	−4,706,007	exit
229	MML INVESTORS SERVICES, LLC	—	—	−6,072	exit
230	OPPENHEIMER & CO INC	—	—	−7,200	exit
231	Brandywine Global Investment Management, LLC	—	—	−129,513	exit
232	COMERICA BANK	—	—	−24,051	exit
233	BALYASNY ASSET MANAGEMENT L.P.	—	—	−4,818	exit
234	GUGGENHEIM CAPITAL LLC	—	—	−7,774	exit
235	CIBC Private Wealth Group LLC	—	—	−1,009	exit
236	Weiss Asset Management LP	—	—	−12,297	exit
237	NORGES BANK	—	—	−36,000	exit
238	Rodgers Brothers Inc.	—	—	−13,000	exit
239	GHP Investment Advisors, Inc.	—	—	−14	exit
240	Verition Fund Management LLC	—	—	−10,083	exit
241	Voleon Capital Management LP	—	—	−8,518	exit
242	Brevan Howard Capital Management LP	—	—	−8,417	exit
243	Dynamic Technology Lab Private Ltd	—	—	−9,560	exit
244	MANGROVE PARTNERS IM, LLC	—	—	−6,570	exit
245	Empowered Funds, LLC	—	—	−21,757	exit
246	INFRASTRUCTURE CAPITAL ADVISORS, LLC	—	—	−16,917	exit
247	FINANCIAL CONSULATE, INC	—	—	−11	exit
248	Versor Investments LP	—	—	−6,100	exit
249	Schonfeld Strategic Advisors LLC	—	—	−4,647	exit
250	AE Wealth Management LLC	—	—	−4,942	exit
251	Global Retirement Partners, LLC	—	—	−350	exit
252	DV EQUITIES, LLC	—	—	−141	exit
253	Johnson Bixby & Associates, LLC	—	—	−4,399	exit
254	Optiver Holding B.V.	—	—	−363	exit
255	AlphaQuest LLC	—	—	−9,518	exit
256	Bell Investment Advisors, Inc	—	—	−12	exit
257	Dunhill Financial, LLC	—	—	−1	exit
258	Caitong International Asset Management Co., Ltd	—	—	−15	exit
259	Motiv8 Investments LLC	—	—	−4,130	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · NWN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $930K held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NORTHWEST NAT HLDG CO

Merged timeline of congressional filings and notable-manager moves on NWN
Date	Who	Change	Size
2026-05-14	Caxton Associates 13F	add	+1,812 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

2 members of Congress disclosed NWN — the congressional view ↗