NWG · NatWest Group plc

$18.46 -0.29 (-1.55%) At close · Aug 27

Market Cap

$74.46B

3.97B

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 426

Total Value: $3,512,416,830

Total Shares: 199,229,592

Showing 1–100 of 429 holdings by value · page 1 of 5

Institutional Ownership Trend

25 quarters

Superinvestors Holding NWG

All superinvestors →

Ray Dalio $3,612,369

Holder Concentration

Across 426 13F filers · Δ vs Mar 31, 2026

Top Holder

9.1%

−11.6 pts

Top 5

34.5%

−12.0 pts

Top 10

52.9%

−9.6 pts

HHI

363

Broadly held−322

Quarterly Activity

vs Mar 31, 2026

New

Increased

182

Decreased

131

Sold Out

Unchanged

Holder count: +11

Institutional value: +15.2%

Shares held: -2.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BNP PARIBAS ARBITRAGE, SA	+12,465,356	12,635,013
Mega JPMORGAN CHASE & CO	+3,968,347	6,312,703
Mega FMR LLC	+3,587,732	18,156,932
Mega BANK OF MONTREAL /CAN/	+2,846,274	3,125,522
Mega MORGAN STANLEY	+1,770,115	10,176,295

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega Fisher Asset Management, LLC	−38,738,700	3,745,660
Mega RAYMOND JAMES FINANCIAL INC	−852,351	2,750,992
Mega ENVESTNET ASSET MANAGEMENT INC	−811,657	2,369,719
Mega WELLS FARGO & COMPANY/MN	−716,963	1,648,827
Mega NORTHERN TRUST CORP	−481,198	4,584,737

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid BOOTHBAY FUND MANAGEMENT, LLC	587,293	$10,353,975
Mid Capricorn Fund Managers Ltd	587,290	$10,353,922
Small Bellars Harris Wealth Management, LLC	523,908	$9,236,498
Small Transmarket Holdings LP	337,507	$5,950,248
Mega Jupiter Topco LLC	308,207	$5,433,688

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega Clearbridge Investments, LLC	5,153,852	$76,792,394
Small Redhawk Wealth Advisors, Inc.	165,717	$2,469,183
Mid Graham Capital Management, L.P.	127,139	$1,894,371
Mid Brooklyn Investment Group	122,451	$1,824,519
Large RENAISSANCE TECHNOLOGIES LLC	121,300	$1,807,370

Filter: New 63 Increased 182 Reduced 131 Sold out 52 Unchanged 50

Showing 100 of 429

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FMR LLC

$320,106,711

9.11%

18,156,932

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1,235,716	$21,785,673	6.8%	Defined
STRATEGIC ADVISERS LLC	16,921,216	$298,321,038	93.2%	Defined

NATIXIS ADVISORS, LLC

$224,197,342

6.38%

12,716,809

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	12,716,809	$224,197,342	100.0%	Defined

Capital International Investors

$223,988,039

6.38%

12,704,937

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	12,704,937	$223,988,039	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$222,755,279

6.34%

12,635,013

JONES FINANCIAL COMPANIES LLLP

$220,331,788

6.27%

12,497,549

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	12,487,353	$220,152,033	99.9%	Sole
Edward Jones Trust Company	10,196	$179,755	0.1%	Sole

MORGAN STANLEY

$179,408,075

5.11%

10,176,295

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	1,511,958	$26,655,819	14.9%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	12,950	$228,308	0.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	361,135	$6,366,809	3.5%	Defined
MORGAN STANLEY LATAM LLC	11	$193	0.0%	Defined
Morgan Stanley Bank, N.A.	98,360	$1,734,086	1.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	7,987,008	$140,810,950	78.5%	Defined
EATON VANCE MANAGEMENT	3,437	$60,594	0.0%	Defined
Calvert Research & Management	201,436	$3,551,316	2.0%	Defined

BANK OF AMERICA CORP /DE/

$138,286,809

3.94%

7,843,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	2,309,777	$40,721,368	29.4%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	486,874	$8,583,588	6.2%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	5,047,184	$88,981,853	64.3%	Defined

GOLDMAN SACHS GROUP INC

$128,934,166

3.67%

7,313,339

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	148,072	$2,610,509	2.0%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	7,165,267	$126,323,657	98.0%	Defined

JPMORGAN CHASE & CO

$111,292,948

3.17%

6,312,703

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	4,314	$76,055	0.1%	Other
JPMorgan Chase Bank, N.A.	56,690	$999,443	0.9%	Other
J.P. Morgan Investment Management Inc.	1,574,006	$27,749,725	24.9%	Defined
J.P. Morgan Securities LLC	4,674,054	$82,403,571	74.0%	Defined
J.P. Morgan Securities plc	66	$1,163	0.0%	Defined
55I, LLC	3,573	$62,991	0.1%	Other

DIMENSIONAL FUND ADVISORS LP

$88,357,502

2.52%

5,011,770

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	2,574	$45,379	0.1%	Defined
DFA Australia Ltd.	30,327	$534,665	0.6%	Defined
Dimensional Fund Advisors Pte. Ltd.	6,447	$113,660	0.1%	Defined
Dimensional Ireland Ltd	76,857	$1,354,988	1.5%	Defined
Held directly	4,895,565	$86,308,810	97.7%	Sole

NORTHERN TRUST CORP

$80,828,911

2.30%

4,584,737

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	4,584,737	$80,828,911	100.0%	Defined

AMERICAN CENTURY COMPANIES INC

$74,787,746

2.13%

4,242,073

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	4,242,073	$74,787,746	100.0%	Defined

TODD ASSET MANAGEMENT LLC

$68,711,038

1.96%

3,897,393

Fisher Asset Management, LLC

$66,035,985

1.88%

3,745,660

JANE STREET GROUP, LLC

$61,690,824

1.76%

3,499,196

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	1,627,244	$28,688,311	46.5%	Defined
Jane Street Global Trading, LLC	1,871,952	$33,002,513	53.5%	Defined

CAUSEWAY CAPITAL MANAGEMENT LLC

$61,480,922

1.75%

3,487,290

BlackRock, Inc.

$58,052,061

1.65%

3,292,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	200,599	$3,536,560	6.1%	Sole
BlackRock Fund Advisors	54,338	$957,978	1.7%	Sole
Aperio Group, LLC	3,037,725	$53,555,091	92.3%	Sole
SpiderRock Advisors, LLC	138	$2,432	0.0%	Sole

BANK OF MONTREAL /CAN/

$55,102,951

1.57%

3,125,522

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	12,143	$214,081	0.4%	Defined
BMO Capital Markets Ltd	2,879,534	$50,766,184	92.1%	Defined
BMO Family Office, LLC	15,797	$278,501	0.5%	Defined
BMO NESBITT BURNS INC.	217,961	$3,842,652	7.0%	Defined
BMO PRIVATE INVESTMENT COUNSEL INC.	87	$1,533	0.0%	Defined

ROYAL BANK OF CANADA

$54,089,737

1.54%

3,068,051

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,022,512	$18,026,886	33.3%	Defined
RBC Dominion Securities Inc.	1,931,250	$34,047,937	62.9%	Defined
RBC Phillips, Hager & North Investment Counsel Inc.	54,610	$962,774	1.8%	Defined
RBC Private Counsel (USA) Inc.	26,659	$469,998	0.9%	Defined
RBC Trust Co (Delaware) Ltd	24,497	$431,882	0.8%	Defined
RBC GLOBAL ASSET MANAGEMENT (UK) Ltd	183	$3,226	0.0%	Defined
RBC Rochdale, LLC	8,340	$147,034	0.3%	Defined

RAYMOND JAMES FINANCIAL INC

$48,499,988

1.38%

2,750,992

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	2,673,812	$47,139,305	97.2%	Defined
Raymond James Financial Services Advisors, Inc.	46,818	$825,401	1.7%	Defined
RAYMOND JAMES TRUST N.A.	30,362	$535,282	1.1%	Defined

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

$43,900,110

1.25%

2,490,080

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TODD INTL INTRINSIC VALUE	2,336,600	$41,194,258	93.8%	Sole
MED TODD INTL INTRINSIC VALUE	153,480	$2,705,852	6.2%	Sole

ENVESTNET ASSET MANAGEMENT INC

$41,778,145

1.19%

2,369,719

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$40,341,512

1.15%

2,288,231

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MFS Institutional Advisors, Inc.	2,280,908	$40,212,408	99.7%	Defined
Held directly	7,323	$129,104	0.3%	Sole

ABC ARBITRAGE SA

$32,778,930

0.93%

1,859,270

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ABC ARBITRAGE ASSET MANAGEMENT	1,859,270	$32,778,930	100.0%	Other

CIBC WORLD MARKET INC.

$32,752,079

0.93%

1,857,747

MILLENNIUM MANAGEMENT LLC

$31,130,630

0.89%

1,765,776

WELLS FARGO & COMPANY/MN

$29,068,818

0.83%

1,648,827

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	12,198	$215,050	0.7%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	485,374	$8,557,143	29.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1,148,969	$20,256,323	69.7%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	2,286	$40,302	0.1%	Defined

HRT FINANCIAL LP

$26,579,746

0.76%

1,507,643

MARSHALL WACE, LLP

$26,411,290

0.75%

1,498,088

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	1,498,088	$26,411,290	100.0%	Other

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$24,876,529

0.71%

1,411,034

AQR CAPITAL MANAGEMENT LLC

$23,298,202

0.66%

1,321,509

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DOPKINS WEALTH MANAGEMENT, LLC	2,052	$36,176	0.2%	Other
Arax Advisory Partners	57,654	$1,016,440	4.4%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2,476	$43,651	0.2%	Other
Held directly	1,259,327	$22,201,935	95.3%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$23,001,790

0.65%

1,304,696

BI Asset Management Fondsmaeglerselskab A/S

$21,778,427

0.62%

1,235,305

Quantinno Capital Management LP

$20,869,865

0.59%

1,183,770

UBS Group AG

$19,771,040

0.56%

1,121,443

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,121,443	$19,771,040	100.0%	Defined

Qube Research & Technologies Ltd

$18,804,246

0.54%

1,066,605

Crossmark Global Holdings, Inc.

$18,254,877

0.52%

1,035,444

CAPTRUST FINANCIAL ADVISORS

$17,876,009

0.51%

1,013,954

CITADEL ADVISORS LLC

$17,181,175

0.49%

974,542

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	700,291	$12,346,130	71.9%	Defined
Held directly	274,251	$4,835,045	28.1%	Defined

Tower Research Capital LLC (TRC)

$14,360,234

0.41%

814,534

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	814,534	$14,360,234	100.0%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$14,009,555

0.40%

794,643

OLD MISSION CAPITAL LLC

$13,208,096

0.38%

749,183

Schonfeld Strategic Advisors LLC

$12,517,158

0.36%

709,992

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$12,037,340

0.34%

682,776

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	682,776	$12,037,340	100.0%	Defined

SEI INVESTMENTS CO

$10,357,554

0.29%

587,496

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	587,496	$10,357,554	100.0%	Sole

BOOTHBAY FUND MANAGEMENT, LLC

$10,353,975

0.29%

587,293

Capricorn Fund Managers Ltd

$10,353,922

0.29%

587,290

Pathstone Holdings, LLC

$10,339,834

0.29%

586,491

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	561,825	$9,904,974	95.8%	Defined
Willow Street Trust Co of Wyoming, LLC	1,341	$23,641	0.2%	Other
Held directly	23,325	$411,219	4.0%	Sole

QRG CAPITAL MANAGEMENT, INC.

$9,838,756

0.28%

558,069

Boston Partners

$9,405,005

0.27%

533,466

Farringdon Capital, Ltd.

$9,236,515

0.26%

523,909

Bellars Harris Wealth Management, LLC

$9,236,498

0.26%

523,908

STIFEL FINANCIAL CORP

$8,411,147

0.24%

477,093

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	334,306	$5,893,814	70.1%	Defined
Stifel Independent Advisors, LLC	1,901	$33,514	0.4%	Defined
1919 Investment Counsel, LLC	118,049	$2,081,203	24.7%	Defined
Stifel Trust Company, N.A.	20,756	$365,928	4.4%	Defined
Held directly	2,081	$36,688	0.4%	Defined

Bank of New York Mellon Corp

$8,201,613

0.23%

465,208

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware	3,995	$70,431	0.9%	Defined
BNY Mellon Securities Corporation	2,885	$50,862	0.6%	Defined
BNY Mellon, NA joint	287,479	$5,068,253	61.8%	Defined
BNY Mellon Advisors, Inc.	170,848	$3,012,050	36.7%	Defined
Held directly	1	$17	0.0%	Defined

XTX Topco Ltd

$7,985,138

0.23%

452,929

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	452,929	$7,985,138	100.0%	Defined

Point72 Asset Management, L.P.

$7,893,303

0.22%

447,720

NewEdge Wealth, LLC

$7,680,914

0.22%

435,673

RITHOLTZ WEALTH MANAGEMENT

$7,677,494

0.22%

435,479

Aquatic Capital Management LLC

$7,305,783

0.21%

414,395

NEUBERGER BERMAN GROUP LLC

$7,280,519

0.21%

412,962

Creative Planning

$7,231,895

0.21%

410,204

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	11,484	$202,462	2.8%	Defined
Held directly	398,720	$7,029,433	97.2%	Sole

ALLIANCEBERNSTEIN L.P.

$7,103,038

0.20%

402,895

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	402,895	$7,103,038	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$6,385,656

0.18%

362,204

EAGLE GLOBAL ADVISORS LLC

$6,315,048

0.18%

358,199

Gradient Investments LLC

$6,169,124

0.18%

349,922

Transmarket Holdings LP

$5,950,248

0.17%

337,507

LPL Financial LLC

$5,836,975

0.17%

331,082

Vestmark Advisory Solutions, Inc.

$5,725,835

0.16%

324,778

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NewEdge Wealth, LLC	139,983	$2,467,900	43.1%	Other
ELEVATION POINT WEALTH PARTNERS, LLC	40,727	$718,017	12.5%	Other
Held directly	144,068	$2,539,918	44.4%	Sole

Jupiter Topco LLC

$5,433,688

0.15%

308,207

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	41,284	$727,836	13.4%	Defined
JANUS HENDERSON INVESTORS US LLC	266,923	$4,705,852	86.6%	Defined

US BANCORP \DE\

$5,010,832

0.14%

284,222

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	283,743	$5,002,388	99.8%	Defined
U.S. BANCORP ADVISORS, LLC	479	$8,444	0.2%	Defined

Cerity Partners LLC

$4,943,556

0.14%

280,406

Seascape Capital Management

$4,856,976

0.14%

275,495

CAPITAL FUND MANAGEMENT S.A.

$4,649,577

0.13%

263,731

Ethic Inc.

$4,411,889

0.13%

250,249

Cetera Investment Advisers

$4,321,271

0.12%

245,109

MANNING & NAPIER ADVISORS LLC

$4,238,604

0.12%

240,420

Mariner, LLC

$4,163,729

0.12%

236,173

FIRST TRUST ADVISORS LP

$4,129,316

0.12%

234,221

MML INVESTORS SERVICES, LLC

$3,901,325

0.11%

221,289

HighTower Advisors, LLC

$3,638,021

0.10%

206,354

Bridgewater Associates, LP

$3,612,369

0.10%

204,899

Nuveen, LLC

$3,550,699

0.10%

201,401

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	201,401	$3,550,699	100.0%	Defined

Orion Porfolio Solutions, LLC

$3,451,530

0.10%

195,776

Sanctuary Advisors, LLC

$3,407,737

0.10%

193,292

TWO SIGMA INVESTMENTS, LP

$3,351,463

0.10%

190,100

Focus Partners Wealth

$3,345,997

0.10%

189,790

Integrated Quantitative Investments LLC

$3,227,277

0.09%

183,056

DV EQUITIES, LLC

$3,181,774

0.09%

180,475

Sanders Capital, LLC

$3,172,765

0.09%

179,964

QUADRANT CAPITAL GROUP LLC

$3,156,651

0.09%

179,050

Callan Family Office, LLC

$3,143,235

0.09%

178,289

Vanguard Personalized Indexing Management, LLC

$3,104,889

0.09%

176,114

Engineers Gate Manager LP

$3,100,905

0.09%

175,888

Y-Intercept (Hong Kong) Ltd

$3,052,563

0.09%

173,146

OPPENHEIMER ASSET MANAGEMENT INC.

$2,955,422

0.08%

167,636

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Causeway Capital Management	167,116	$2,946,255	99.7%	Other
ClearBridge Advisors	520	$9,167	0.3%	Other

TUDOR INVESTMENT CORP ET AL

$2,923,794

0.08%

165,842

Vident Advisory, LLC

$2,519,325

0.07%

142,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Advisors Asset Management, Inc.	37,536	$661,759	26.3%	Defined
Blue Trust, Inc.	95,791	$1,688,795	67.0%	Defined
Held directly	9,573	$168,771	6.7%	Sole

Twin Tree Management, LP

$2,485,830

0.07%

141,000

Caprock Group, LLC

$2,471,003

0.07%

140,159

VOLORIDGE INVESTMENT MANAGEMENT, LLC

$2,464,356

0.07%

139,782

Key facts CIK 844150 CUSIP 639057207 13F (30d) 305 filings 303 filers Visit website Investor relations