NatWest Group plc
NWG- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000844150
No open-market purchases or sales by NatWest Group plc insiders were filed in the last 90 days; 426 institutions reported holding it in 13F filings for Q2 2026, worth $3.50B in total; no superinvestor holds it.
Other share classesRBSPF
13F holders, Q3 2024
Institutional positions in NatWest Group plc as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 277
- +28 vs. Q2 2024
- Shares held
- 125.0M
- +17.9M (+16.7%) vs. Q2 2024
- Total value
- $1.01B
- +$260.0M (+34.8%) vs. Q2 2024
- New holders
- 50
- 143 more added
- Sold out
- 22
- 56 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NWG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 426 | $3.50B |
| Q1 2026 | 410 | $3.03B |
| Q4 2025 | 412 | $3.34B |
| Q3 2025 | 374 | $2.70B |
| Q2 2025 | 368 | $2.58B |
| Q1 2025 | 326 | $1.88B |
| Q4 2024 | 294 | $1.15B |
| Q3 2024 | 277 | $1.01B |
| Q2 2024 | 251 | $761.6M |
| Q1 2024 | 208 | $424.8M |
| Q4 2023 | 190 | $313.7M |
| Q3 2023 | 176 | $311.9M |
| Q2 2023 | 172 | $313.9M |
| Q1 2023 | 171 | $328.7M |
| Q4 2022 | 163 | $287.1M |
| Q3 2022 | 148 | $215.4M |
| Q2 2022 | 155 | $247.7M |
| Q1 2022 | 145 | $213.3M |
| Q4 2021 | 126 | $205.3M |
| Q3 2021 | 112 | $183.7M |
| Q2 2021 | 107 | $169.2M |
| Q1 2021 | 105 | $149.4M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding NatWest Group plc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Branch Capital LLC | 3 | $25 | 0.00% | +3 | New |
| IFP Advisors, Inc | 30 | $281 | 0.00% | −1−3.2% | Reduced |
| ClariVest Asset Management LLC | 43 | $349 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 42 | $393 | 0.00% | +42 | New |
| Central Trust Co | 52 | $483 | 0.00% | +52 | New |
| CoreCap Advisors, LLC | 55 | $515 | 0.00% | +55 | New |
| Abound Wealth Management | 56 | $525 | 0.00% | −4−6.7% | Reduced |
| Mendota Financial Group, LLC | 72 | $674 | 0.00% | +28+63.6% | Added |
| Horizon Investments, LLC | 72 | $674 | 0.00% | +72 | New |
| Tucker Asset Management LLC | 92 | $861 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 93 | $870 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 112 | $1.05K | 0.00% | −128−53.3% | Reduced |
| Larson Financial Group LLC | 140 | $1.31K | 0.00% | +140 | New |
| Concord Wealth Partners | 152 | $1.42K | 0.00% | +152 | New |
| Steward Partners Investment Advisory, LLC | 155 | $1.45K | 0.00% | −366−70.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 159 | $1.49K | 0.00% | +159 | New |
| Activest Wealth Management | 161 | $1.51K | 0.00% | +2+1.3% | Added |
| Sound Income Strategies, LLC | 170 | $1.59K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 206 | $1.93K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 284 | $2.66K | 0.00% | +284 | New |
| Atlantic Edge Private Wealth Management, LLC | 300 | $2.81K | 0.00% | +300 | New |
| Grove Bank & Trust | 333 | $3.12K | 0.00% | +333 | New |
| CVA Family Office, LLC | 397 | $3.72K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 400 | $3.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 416 | $3.89K | 0.00% | −6−1.4% | Reduced |
| GWM Advisors LLC | 431 | $4.04K | 0.00% | +7+1.7% | Added |
| Whittier Trust Co of Nevada Inc | 453 | $4.24K | 0.00% | +453 | New |
| Capital Performance Advisors LLP | 464 | $4.34K | 0.00% | +464 | New |
| Salem Investment Counselors Inc | 500 | $4.68K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 516 | $4.83K | 0.00% | +384+290.9% | Added |
| Proequities, Inc. | 525 | $4.91K | 0.00% | −215−29.1% | Reduced |
| GW&K Investment Management, LLC | 540 | $5.00K | 0.00% | −15−2.7% | Reduced |
| Bessemer Group Inc | 443 | $5.00K | 0.00% | +443 | New |
| Allworth Financial LP | 552 | $5.17K | 0.00% | +312+130.0% | Added |
| Raffa Wealth Management, LLC | 559 | $5.23K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 575 | $5.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 588 | $5.63K | 0.00% | +39+7.1% | Added |
| Umb Bank N A | 606 | $5.67K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 645 | $6.04K | 0.00% | +645 | New |
| Redmont Wealth Advisors LLC | 648 | $6.07K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 767 | $7.18K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 853 | $7.98K | 0.00% | +853 | New |
| Continuum Advisory, LLC | 854 | $8.51K | 0.00% | −480−36.0% | Reduced |
| Frazier Financial Advisors, LLC | 1,040 | $9.73K | 0.01% | −2,277−68.6% | Reduced |
| First Horizon Advisors, Inc. | 1,107 | $10.4K | 0.00% | +858+344.6% | Added |
| JFS Wealth Advisors, LLC | 1,281 | $12.0K | 0.00% | +511+66.4% | Added |
| NBC Securities, Inc. | 2,062 | $19.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,035 | $19.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,161 | $20.2K | 0.00% | +100+4.9% | Added |
| Manchester Capital Management LLC | 2,419 | $22.6K | 0.00% | +38+1.6% | Added |
| Zions Bancorporation, N.A. | 2,471 | $23.1K | 0.00% | −82−3.2% | Reduced |
| Parkside Financial Bank & Trust | 2,567 | $24.0K | 0.00% | −25−1.0% | Reduced |
| Accent Capital Management, LLC | 2,576 | $24.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,735 | $25.6K | 0.00% | +1,499+121.3% | Added |
| Bruce G. Allen Investments, LLC | 2,813 | $26.3K | 0.02% | +2,083+285.3% | Added |
| Atlas Capital Advisors LLC | 2,943 | $27.5K | 0.00% | −47,382−94.2% | Reduced |
| Rothschild Investment LLC | 2,985 | $27.9K | 0.00% | +230+8.3% | Added |
| Hexagon Capital Partners LLC | 3,452 | $32.3K | 0.01% | +1,980+134.5% | Added |
| Bryn Mawr Trust Co | 3,559 | $33.3K | 0.00% | +3,559 | New |
| Paradigm Asset Management Co LLC | 3,700 | $34.6K | 0.01% | −700−15.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,000 | $37.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,449 | $42.0K | 0.00% | +603+15.7% | Added |
| EverSource Wealth Advisors, LLC | 4,515 | $42.3K | 0.00% | +502+12.5% | Added |
| Jones Financial Companies LLLP | 5,069 | $47.4K | 0.00% | +3,479+218.8% | Added |
| Huntington National Bank | 6,328 | $59.2K | 0.00% | +825+15.0% | Added |
| Addison Advisors LLC | 6,936 | $64.9K | 0.02% | +133+2.0% | Added |
| GAMMA Investing LLC | 7,391 | $69.2K | 0.01% | +2,825+61.9% | Added |
| Citigroup Inc | 9,780 | $91.5K | 0.00% | +2,092+27.2% | Added |
| Snowden Capital Advisors LLC | 10,000 | $93.6K | 0.00% | −583−5.5% | Reduced |
| Marks Group Wealth Management, Inc | 10,229 | $95.7K | 0.01% | +10,229 | New |
| Johnson Investment Counsel Inc | 10,306 | $96.5K | 0.00% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 10,404 | $97.4K | 0.01% | −10,038−49.1% | Reduced |
| First Trust Advisors LP | 10,535 | $98.6K | 0.00% | +10,535 | New |
| CFO4Life Group, LLC | 10,623 | $99.4K | 0.02% | +10,623 | New |
| Perigon Wealth Management, LLC | 10,634 | $99.5K | 0.00% | +10,634 | New |
| Clearstead Advisors, LLC | 10,635 | $99.5K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 10,684 | $100.0K | 0.02% | +10,684 | New |
| Vista Wealth Management Group, LLC | 10,724 | $100.4K | 0.01% | +10,724 | New |
| Valeo Financial Advisors, LLC | 10,817 | $101.2K | 0.00% | +10,817 | New |
| Sage Rhino Capital LLC | 10,859 | $101.6K | 0.02% | +460+4.4% | Added |
| Cromwell Holdings LLC | 10,973 | $102.7K | 0.07% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 11,124 | $104.1K | 0.06% | +11,124 | New |
| OneAscent Financial Services LLC | 11,285 | $106.0K | 0.08% | +11,285 | New |
| Five Oceans Advisors | 11,326 | $106.0K | 0.05% | +360+3.3% | Added |
| Parallel Advisors, LLC | 11,328 | $106.0K | 0.00% | +2,630+30.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,520 | $107.8K | 0.01% | −6,029−34.4% | Reduced |
| Engineers Gate Manager LP | 11,532 | $107.9K | 0.00% | −3,203−21.7% | Reduced |
| Schechter Investment Advisors, LLC | 11,575 | $108.3K | 0.01% | +870+8.1% | Added |
| Commonwealth Equity Services, LLC | 11,609 | $109.0K | 0.00% | +1,304+12.7% | Added |
| Greenleaf Trust | 11,677 | $109.3K | 0.00% | +129+1.1% | Added |
| Checchi Capital Advisers, LLC | 11,722 | $109.7K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 11,875 | $111.1K | 0.06% | −3,698−23.7% | Reduced |
| Graham Capital Management, L.P. | 12,304 | $115.2K | 0.00% | +12,304 | New |
| Guggenheim Capital LLC | 12,400 | $116.1K | 0.00% | +12,400 | New |
| State Street Corp | 12,414 | $116.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,586 | $117.8K | 0.01% | −1,831−12.7% | Reduced |
| MQS Management LLC | 12,930 | $121.0K | 0.07% | +12,930 | New |
| 9258 Wealth Management, LLC | 13,016 | $121.8K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,024 | $121.9K | 0.00% | +129+1.0% | Added |
| Squarepoint Ops LLC | 14,175 | $132.7K | 0.00% | +14,175 | New |