Filing Research | NWBI - NORTHWEST BANCSHARES INC Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	JOHNSON INVESTMENT COUNSEL INC	Shares	419.6KSH	$6.4M
2	Sequoia Financial Advisors, LLC	Shares	183.8KSH	$2.8M
3	Merit Financial Group, LLC	Shares	121.8KSH	$1.8M
4	ST GERMAIN D J CO INC	Shares	90.4KSH	$1.4M
5	LAWOOD & CO	Shares	88.9KSH	$1.3M
6	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	80.7KSH	$1.2M
7	Louisiana State Employees Retirement System	Shares	64.1KSH	$971.8K
8	Hennion & Walsh Asset Management, Inc.	Shares	48.1KSH	$729.6K
9	CWA Asset Management Group, LLC	Shares	46.9KSH	$711.3K
10	Police & Firemen's Retirement System of New Jersey	Shares	43.9KSH	$665.7K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	43.8KSH	$658.5K
12	NAPLES GLOBAL ADVISORS, LLC	Shares	39.2KSH	$594.3K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	38.9KSH	$590.5K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	34.7KSH	$526.0K
15	Capital Investment Advisory Services, LLC	Shares	31.2KSH	$473.1K
16	FIRST CITIZENS BANK & TRUST CO	Shares	27.8KSH	$421.4K
17	Envestnet Portfolio Solutions, Inc.	Shares	26.4KSH	$400.3K
18	Apella Capital, LLC	Shares	24.1KSH	$361.6K
19	BURNEY CO/	Shares	21.8KSH	$330.9K
20	Allegheny Financial Group	Shares	20.1KSH	$304.7K
21	Next Level Private LLC	Shares	17.5KSH	$265.0K
22	Post Resch Tallon Group Inc.	Shares	15.9KSH	$241.0K
23	Bank & Trust Co	Shares	15.3KSH	$231.8K
24	McHugh Group, LLC	Shares	14.4KSH	$217.7K
25	J.W. COLE ADVISORS, INC.	Shares	13.3KSH	$201.0K
26	GAMMA Investing LLC	Shares	13.1KSH	$198.9K
27	COURIER CAPITAL LLC	Shares	12.9KSH	$195.0K
28	Longboard Asset Management, LP	Shares	10.7KSH	$162.5K
29	SBI Securities Co., Ltd.	Shares	7.9KSH	$120.0K
30	Abound Wealth Management	Shares	6.5KSH	$98.8K
31	Farther Finance Advisors, LLC	Shares	6.5KSH	$98.4K
32	Steigerwald, Gordon & Koch Inc.	Shares	6.0KSH	$90.6K
33	CoreCap Advisors, LLC	Shares	4.3KSH	$64.6K
34	Versant Capital Management, Inc	Shares	2.7KSH	$40.2K
35	EverSource Wealth Advisors, LLC	Shares	2.2KSH	$33.5K
36	MassMutual Private Wealth & Trust, FSB	Shares	2.1KSH	$32.1K
37	FINANCIAL CONSULATE, INC	Shares	1.4KSH	$20.5K
38	IFP Advisors, Inc	Shares	1.3KSH	$20.0K
39	SJS Investment Consulting Inc.	Shares	1.3KSH	$19.1K
40	True Wealth Design, LLC	Shares	636SH	$9.6K
41	COUNTRY TRUST BANK	Shares	465SH	$7.0K
42	SIGNATUREFD, LLC	Shares	457SH	$6.9K
43	Fortitude Family Office, LLC	Shares	312SH	$4.7K
44	Triumph Capital Management	Shares	200SH	$3.0K
45	JFS WEALTH ADVISORS, LLC	Shares	165SH	$2.5K
46	Blue Trust, Inc.	Shares	152SH	$2.3K
47	Physician Wealth Advisors, Inc.	Shares	85SH	$1.3K
48	FARMERS & MERCHANTS INVESTMENTS INC	Shares	83SH	$1.3K
49	Spire Wealth Management	Shares	78SH	$1.2K
50	State of Alaska, Department of Revenue	Shares	53.3KSH	$807

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Manager changes2026-06-30 vs 2026-03-31

50 / 65 loaded

#		Instrument
1	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$1.0M	$6.4M
2	Sequoia Financial Advisors, LLC added	Shares	+9.1K	+$569.2K	$2.8M
3	Merit Financial Group, LLC added	Shares	+7.5K	+$395.8K	$1.8M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.3K	+$238.2K	$658.5K
5	J.W. COLE ADVISORS, INC. new	Shares	+13.3K	+$201.0K	$201.0K
6	ST GERMAIN D J CO INC trimmed	Shares	-2.6K	+$190.1K	$1.4M
7	Louisiana State Employees Retirement System trimmed	Shares	-700	+$149.4K	$971.8K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+3.0K	+$147.0K	$665.7K
9	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-5.8K	+$126.2K	$1.2M
10	Hennion & Walsh Asset Management, Inc. added	Shares	+252	+$122.1K	$729.6K
11	CWA Asset Management Group, LLC added	Shares	+235	+$118.9K	$711.3K
12	NAPLES GLOBAL ADVISORS, LLC added	Shares	+600	+$104.4K	$594.3K
13	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+309	+$100.1K	$590.5K
14	Capital Investment Advisory Services, LLC trimmed	Shares	-681	+$68.4K	$473.1K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.4K	+$67.5K	$526.0K
16	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-359	+$64.1K	$421.4K
17	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-342	+$60.9K	$400.3K
18	GAMMA Investing LLC added	Shares	+1.9K	+$56.2K	$198.9K
19	Allegheny Financial Group added	Shares	+17	+$49.8K	$304.7K
20	Next Level Private LLC added	Shares	+252	+$46.4K	$265.0K
21	LAWOOD & CO trimmed	Shares	-14.1K	+$41.0K	$1.3M
22	Post Resch Tallon Group Inc. unchanged	Shares	0	+$37.8K	$241.0K
23	Bank & Trust Co unchanged	Shares	0	+$37.8K	$231.8K
24	Apella Capital, LLC trimmed	Shares	-24	+$37.7K	$361.6K
25	McHugh Group, LLC unchanged	Shares	0	+$35.5K	$217.7K
26	COURIER CAPITAL LLC added	Shares	+161	+$33.8K	$195.0K
27	Farther Finance Advisors, LLC added	Shares	+931	+$26.7K	$98.4K
28	Longboard Asset Management, LP unchanged	Shares	0	+$26.5K	$162.5K
29	SJS Investment Consulting Inc. added	Shares	+1.2K	+$18.9K	$19.1K
30	IFP Advisors, Inc added	Shares	+1.1K	+$17.3K	$20.0K
31	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$14.8K	$90.6K
32	Abound Wealth Management trimmed	Shares	-145	+$14.3K	$98.8K
33	CoreCap Advisors, LLC added	Shares	+40	+$11.0K	$64.6K
34	Versant Capital Management, Inc unchanged	Shares	0	+$6.6K	$40.2K
35	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$5.2K	$32.1K
36	SBI Securities Co., Ltd. trimmed	Shares	-1.2K	+$5.2K	$120.0K
37	Fortitude Family Office, LLC added	Shares	+257	+$4.0K	$4.7K
38	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$3.3K	$20.5K
39	True Wealth Design, LLC added	Shares	+46	+$2.2K	$9.6K
40	COUNTRY TRUST BANK unchanged	Shares	0	+$1.1K	$7.0K
41	SIGNATUREFD, LLC unchanged	Shares	0	+$1.1K	$6.9K
42	JFS WEALTH ADVISORS, LLC added	Shares	+31	+$801	$2.5K
43	Triumph Capital Management unchanged	Shares	0	+$494	$3.0K
44	Creative Capital Management Investments LLC new	Shares	+26	+$394	$394
45	Blue Trust, Inc. unchanged	Shares	0	+$375	$2.3K
46	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$210	$1.3K
47	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$205	$1.3K
48	Spire Wealth Management unchanged	Shares	0	+$192	$1.2K
49	Davis Capital Management new	Shares	+8	+$121	$121
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+7.2K	+$117	$151

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