Northwest Natural Company Ownership | Who Owns Northwest Natural Company?
Northwest Natural Company Ownership Summary
Northwest Natural Company is owned by 76.69% institutional investors, 0.92% insiders, and 22.39% retail investors. Blackrock is the largest institutional shareholder, holding 17.22% of NWN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.37% of its assets in Northwest Natural Company shares.
NWN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Northwest Natural Company | 76.69% | 0.92% | 22.39% |
| Sector | Utilities Stocks | 58.23% | 6.53% | 35.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.50M | 17.22% | $234.84M |
| Vanguard group | 4.64M | 12.30% | $167.71M |
| State street | 1.77M | 4.68% | $63.79M |
| First trust advisors lp | 1.41M | 3.73% | $50.90M |
| Invesco | 944.48K | 2.50% | $34.11M |
| Geode capital management | 868.92K | 2.30% | $31.38M |
| Duff & phelps investment management | 779.47K | 2.06% | $28.15M |
| Dimensional fund advisors lp | 700.49K | 1.85% | $25.29M |
| Morgan stanley | 626.80K | 1.66% | $22.63M |
| Charles schwab investment management | 539.31K | 1.43% | $19.47M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| First washington | 89.78K | 1.20% | $3.24M |
| Mesirow institutional investment management | 243.05K | 0.77% | $8.78M |
| Dean investment associates | 137.43K | 0.71% | $4.96M |
| Grace & white inc /ny | 100.41K | 0.68% | $3.63M |
| Dean capital management | 13.31K | 0.62% | $480.77K |
| Penn capital management company | 143.88K | 0.49% | $5.20M |
| Duff & phelps investment management | 779.47K | 0.36% | $28.15M |
| Guardian wealth management | 12.01K | 0.33% | $433.77K |
| Ims capital management | 14.40K | 0.26% | $563.06K |
| Dana investment advisors | 207.47K | 0.25% | $7.49M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Adage capital partners gp | 479.88K | 0.03% | 479.88K |
| Mirae asset global etfs | 353.73K | 0.03% | 353.73K |
| Vanguard group | 4.64M | 0.00% | 222.81K |
| Norges bank | 129.71K | 0.00% | 129.71K |
| Renaissance | 144.20K | 0.01% | 115.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 1.41M | 0.05% | -329.36K |
| Altravue capital | - | - | -235.74K |
| Cramer rosenthal mcglynn | - | - | -142.85K |
| Elequin securities | - | - | -139.71K |
| Victory capital management | 270.02K | 0.01% | -101.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Adage capital partners gp | 479.88K | 0.03% | 479.88K | $17.33M |
| Mirae asset global etfs | 353.73K | 0.03% | 353.73K | $12.77M |
| Norges bank | 129.71K | 0.00% | 129.71K | $4.68M |
| Winton group | 56.24K | 0.14% | 56.24K | $2.03M |
| Advisors asset management | 42.77K | 0.03% | 42.77K | $1.54M |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Triad wealth partners | -27.00 |
| Advisornet financial | -54.00 |
| Harbour investments | -125.00 |
| Cypress capital management llc (wy) | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 244 | -2.40% | 28,961,114 | 1.57% | 76 | 1.35% | 130 | -4.41% | 71 | 1.43% |
| Mar 31, 2024 | 250 | 2.88% | 28,514,171 | 0.67% | 75 | 1.23% | 136 | 12.40% | 70 | -6.67% |
| Dec 31, 2023 | 243 | 6.58% | 28,323,869 | 3.98% | 78 | 1.38% | 121 | 4.31% | 75 | 5.63% |
| Sep 30, 2023 | 228 | -7.32% | 27,238,993 | 0.76% | 75 | 1.34% | 116 | -6.45% | 71 | -13.41% |
| Jun 30, 2023 | 246 | -3.91% | 27,033,329 | 1.35% | 75 | 1.34% | 124 | 6.90% | 82 | -6.82% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.46M | 6.37% | 2.53K |
| Vanguard Total Stock Mkt Idx Inv | 1.25M | 3.12% | -13.29K |
| First Trust Value Line® Dividend ETF | 1.12M | 2.90% | -522.00 |
| iShares Russell 2000 ETF | 970.87K | 2.51% | -2.18K |
| Vanguard Small Cap Index | 955.17K | 2.38% | 1.85K |
| DNP Select Income | 779.47K | 2.02% | - |
| Invesco High Yield Eq Div Achiev™ ETF | 667.43K | 1.73% | - |
| Vanguard Small Cap Value Index Inv | 644.37K | 1.61% | -224.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 585.00K | 1.51% | 8.46K |
| iShares US Infrastructure ETF | 532.37K | 1.38% | 3.64K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 13, 2024 | DOWNING JAMES R | VP, CIO | Sell | $17.08 |
| Aug 09, 2023 | Peverett Jane L | - | Sell | $21.29K |
| May 24, 2023 | Weber David A. | VP, Gas Supply | Sell | $40.83K |
| Sep 14, 2022 | ANDERSON DAVID HUGO | President & CEO | Sell | $36.30 |
| Sep 09, 2022 | ANDERSON DAVID HUGO | President & CEO | Sell | $37.08 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | - |
NWN Ownership FAQ
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