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Northwest Bancshares, Inc.

CIK:0001471265
Bank
$14B AUM
185 holdings
Columbus, OH, United States
Founded:1896
2,300 employees
Latest filing:Jun 30, 2025

Northwest Bancshares, Inc. is a publicly traded financial holding company headquartered in Columbus, Ohio. It operates through its primary subsidiary, Northwest Bank, which provides a full range of retail and commercial banking, trust, wealth management, and insurance services. The company was originally founded in 1896, serving individuals and small to mid-sized businesses mainly across Pennsylvania, Ohio, New York, and Indiana. As of 2025, the company employs over 2,300 people and focuses on community-oriented banking solutions.

Investment Strategy

Northwest Bancshares pursues a conservative, community-focused banking and lending strategy. Its investment approach prioritizes stability, risk management, and steady growth through a diversified mix of residential mortgage, commercial, and consumer loans, as well as investment securities. The firm emphasizes sustainable growth, prudent credit standards, and the development of long-term relationships with retail and commercial clients, targeting markets in the Northeast and Midwest United States.

Latest 13F Filing Activity

Northwest Bancshares, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 184 equity positions with a total 13F market value of $574M. The fund increased holdings in Lam Research Corp., Schwab Strategic TR, Vanguard Scottsdale FDS among other positions. Northwest Bancshares, Inc. reduced exposure to Diageo PLC, Apple Inc., D R Horton Inc. among others.

Top Buys
L
LRCXLAM RESEARCH CORP
+$6.9M
F
FNDXSCHWAB STRATEGIC TR
+$5.4M
V
VCITVANGUARD SCOTTSDALE FDS
+$5.1M
M
MSFTMICROSOFT CORP
+$3.7M
P
PYPLPAYPAL HLDGS INC
+$3.5M
Top Sells
D
DEODIAGEO PLC
-$2.6M
A
AAPLAPPLE INC
-$1.6M
D
DHID R HORTON INC
-$1.1M
S
SASRSANDY SPRING BANCORP INC
-$886.1K
C
CLFCLEVELAND-CLIFFS INC NEW
-$852.2K

Top Holdings

F
FNDXSCHWAB STRATEGIC TR
+25.0%$143.3M
V
VCSHVANGUARD SCOTTSDALE FDS
+5.1%$29.1M
T
TLTISHARES TR
+4.2%$24.3M
M
MSFTMICROSOFT CORP
+2.9%$16.8M
I
IVVISHARES TR
+2.6%$14.9M

Equity Positions (184)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
F
FNDX
SCHWAB STRATEGIC TR24.99%$143.3M5,841,416$19.10$24.54+$5.4M
V
VCSH
VANGUARD SCOTTSDALE FDS5.07%$29.1M366,195$80.62$79.50-$174.9K
T
TLT
ISHARES TR4.24%$24.3M275,692$88.66$88.25-$224.3K
M
MSFT
MICROSOFT CORP2.93%$16.8M33,771$141.10$497.41+$3.7M
I
IVV
ISHARES TR2.60%$14.9M24,036$272.84$620.90+$1.1M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+4.5%
PHARMACEUTICAL PREPARATIONS
+3.7%
SEMICONDUCTORS & RELATED DEVICES
+3.5%
FIRE, MARINE & CASUALTY INSURANCE
+3.4%
PETROLEUM REFINING
+3.1%