Northwest Natural Holding Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:NWN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
13 Mar 24	SellUS$17	James Downing	Individual		0.46	US$37.36

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of NWN?
Owner Type	Number of Shares	Ownership Percentage
State or Government	9,033	0.0225%
Private Companies	10,927	0.0272%
Individual Insiders	271,568	0.677%
General Public	8,012,514	20%
Institutions	31,828,006	79.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 61.66% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.4%	BlackRock, Inc.	6,987,547	US$284.0m	5.85%	no data
11.8%	The Vanguard Group, Inc.	4,713,729	US$191.6m	0.6%	no data
4.53%	State Street Global Advisors, Inc.	1,817,813	US$73.9m	2.91%	no data
3.22%	First Trust Advisors LP	1,292,140	US$52.5m	-8.33%	0.04%
2.28%	Invesco Capital Management LLC	915,894	US$37.2m	0.18%	0.01%
2.2%	Geode Capital Management, LLC	884,205	US$35.9m	1.76%	no data
2.1%	GAMCO Investors, Inc.	842,400	US$34.2m	2.56%	0.13%
1.94%	Duff & Phelps Investment Management Co.	779,470	US$31.7m	0%	0.33%
1.74%	Dimensional Fund Advisors LP	698,560	US$28.4m	-0.28%	no data
1.53%	Charles Schwab Investment Management, Inc.	615,126	US$25.0m	8.11%	no data
1.5%	Morgan Stanley, Investment Banking and Brokerage Investments	602,110	US$24.5m	38.4%	no data
1.19%	Northern Trust Global Investments	478,852	US$19.5m	27.5%	no data
1.13%	BNY Asset Management	453,003	US$18.4m	3.5%	no data
1%	Citadel Advisors LLC	401,381	US$16.3m	0%	0.02%
0.95%	Adage Capital Management, L.P.	379,884	US$15.4m	-20.8%	0.03%
0.88%	Mirae Asset Global Investments Co., Ltd.	355,006	US$14.4m	0%	0.01%
0.87%	Thompson, Siegel & Walmsley LLC	348,400	US$14.2m	16.1%	0.16%
0.77%	Goldman Sachs Group, Investment Banking and Securities Investments	309,831	US$12.6m	46.5%	0.01%
0.76%	Hotchkis and Wiley Capital Management, LLC	305,690	US$12.4m	-9.02%	0.04%
0.75%	Mesirow Financial Investment Management, Inc.	302,729	US$12.3m	0%	0.19%
0.68%	JP Morgan Asset Management	274,429	US$11.2m	18.5%	no data
0.68%	Brandywine Global Investment Management, LLC	271,527	US$11.0m	62.3%	0.07%
0.67%	Legal & General Investment Management Limited	269,259	US$10.9m	-3.19%	no data
0.63%	Stifel Asset Management Corp.	251,468	US$10.2m	0%	0.01%
0.49%	American Century Investment Management Inc	196,861	US$8.0m	-0.38%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/16 11:01
End of Day Share Price	2025/02/14 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Northwest Natural Holding Company is covered by 16 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Julien Dumoulin-Smith	BofA Global Research
Michael Gaugler	Brean Capital
Joanne Fairechio-Schipani	Capstone Investments