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, Q1 2025
Institutional positions in NatWest Group plc as of Mar 31, 2025. 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
- 326
- +38 vs. Q4 2024
- Shares held
- 157.9M
- +31.9M (+25.3%) vs. Q4 2024
- Total value
- $1.88B
- +$736.9M (+64.3%) vs. Q4 2024
- New holders
- 60
- 155 more added
- Sold out
- 22
- 74 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding NatWest Group plc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 11,367 | $135.5K | 0.00% | +390+3.6% | Added |
| Engineers Gate Manager LP | 11,662 | $139.0K | 0.00% | −54,263−82.3% | Reduced |
| Greenleaf Trust | 11,877 | $141.6K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,916 | $142.0K | 0.00% | +546+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,446 | $148.4K | 0.02% | +1,411+12.8% | Added |
| Optas, LLC | 12,519 | $149.2K | 0.03% | +607+5.1% | Added |
| Checchi Capital Advisers, LLC | 12,555 | $149.7K | 0.01% | +833+7.1% | Added |
| Parallel Advisors, LLC | 12,574 | $149.9K | 0.00% | +691+5.8% | Added |
| Commonwealth Equity Services, LLC | 12,558 | $150.0K | 0.00% | +12,558 | New |
| Shay Capital LLC | 12,635 | $150.6K | 0.04% | +12,635 | New |
| Five Oceans Advisors | 12,684 | $151.2K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,723 | $151.7K | 0.01% | +985+8.4% | Added |
| Hardy Reed LLC | 12,731 | $151.8K | 0.01% | +12,731 | New |
| State Street Corp | 12,414 | $153.4K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 12,934 | $154.2K | 0.01% | −358−2.7% | Reduced |
| Perigon Wealth Management, LLC | 13,153 | $156.8K | 0.00% | +1,108+9.2% | Added |
| Aprio Wealth Management, LLC | 13,232 | $157.7K | 0.02% | +13,232 | New |
| GAMMA Investing LLC | 13,290 | $158.4K | 0.01% | +1,761+15.3% | Added |
| Lindbrook Capital, LLC | 13,589 | $162.0K | 0.01% | +213+1.6% | Added |
| Warren Averett Asset Management, LLC | 14,084 | $167.9K | 0.00% | +1,256+9.8% | Added |
| Portside Wealth Group, LLC | 14,301 | $170.5K | 0.03% | +14,301 | New |
| First Affirmative Financial Network | 14,453 | $172.3K | 0.11% | +2,020+16.2% | Added |
| Principal Securities, Inc. | 17,148 | $174.4K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 14,809 | $176.5K | 0.02% | −1,090−6.9% | Reduced |
| GWM Advisors LLC | 14,836 | $176.8K | 0.00% | +14,734+14,445.1% | Added |
| Kovitz Investment Group Partners, LLC | 14,959 | $178.3K | 0.00% | −174−1.1% | Reduced |
| Fulton Bank, N.A. | 15,987 | $190.6K | 0.01% | −1,971−11.0% | Reduced |
| Clarius Group, LLC | 16,080 | $191.7K | 0.01% | +155+1.0% | Added |
| Commerce Bank | 16,511 | $196.8K | 0.00% | +818+5.2% | Added |
| Cutter & CO Brokerage, Inc. | 17,963 | $214.1K | 0.05% | +17,963 | New |
| Cresset Asset Management, LLC | 18,024 | $221.0K | 0.00% | −7,782−30.2% | Reduced |
| Catalytic Wealth RIA, LLC | 18,636 | $222.1K | 0.04% | −12,896−40.9% | Reduced |
| Pitcairn Co | 18,686 | $222.7K | 0.01% | +1,463+8.5% | Added |
| TCG Advisory Services, LLC | 18,691 | $222.8K | 0.01% | −966−4.9% | Reduced |
| Jones Financial Companies LLLP | 18,794 | $224.8K | 0.00% | +4,063+27.6% | Added |
| Sivia Capital Partners, LLC | 19,391 | $231.1K | 0.11% | +19,391 | New |
| Jain Global LLC | 19,549 | $233.0K | 0.00% | +2,337+13.6% | Added |
| Sterling Capital Management LLC | 19,794 | $235.9K | 0.00% | +1,655+9.1% | Added |
| Ascent Group, LLC | 19,891 | $237.1K | 0.01% | +2,029+11.4% | Added |
| Wealth Alliance | 20,187 | $240.6K | 0.03% | +20,187 | New |
| Guggenheim Capital LLC | 20,696 | $246.7K | 0.00% | +3,180+18.2% | Added |
| Kestra Advisory Services, LLC | 20,754 | $247.4K | 0.00% | +2,621+14.5% | Added |
| NFJ Investment Group, LLC | 21,306 | $254.0K | 0.01% | +21,306 | New |
| Farringdon Capital, Ltd. | 21,361 | $254.6K | 0.13% | +21,361 | New |
| Old National Bancorp | 21,673 | $258.3K | 0.01% | −2,186−9.2% | Reduced |
| Barometer Capital Management Inc. | 21,924 | $261.3K | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 22,448 | $267.6K | 0.01% | −14,884−39.9% | Reduced |
| Callan Capital, LLC | 22,744 | $271.1K | 0.02% | +3,111+15.8% | Added |
| Merit Financial Group, LLC | 22,744 | $271.1K | 0.00% | +5,670+33.2% | Added |
| Sym Financial Corp | 22,897 | $272.9K | 0.03% | +2,662+13.2% | Added |
| Versant Capital Management, Inc | 22,930 | $273.3K | 0.05% | +22,930 | New |
| Baldwin Brothers Inc | 23,686 | $282.3K | 0.02% | −13,964−37.1% | Reduced |
| Coldstream Capital Management Inc | 23,803 | $283.7K | 0.01% | +6,751+39.6% | Added |
| Colony Group, LLC | 24,251 | $290.5K | 0.00% | +10,034+70.6% | Added |
| HB Wealth Management, LLC | 24,370 | $290.5K | 0.00% | +6,407+35.7% | Added |
| Resources Investment Advisors, LLC. | 24,569 | $292.9K | 0.00% | +24,569 | New |
| BNP Paribas Arbitrage, SA | 24,941 | $297.3K | 0.00% | −3,996−13.8% | Reduced |
| Captrust Financial Advisors | 26,182 | $312.1K | 0.00% | +26,182 | New |
| Franklin Resources Inc | 26,222 | $312.6K | 0.00% | +159+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 25,816 | $313.5K | 0.00% | +1,781+7.4% | Added |
| Sagespring Wealth Partners, LLC | 26,309 | $313.6K | 0.01% | +3,609+15.9% | Added |
| Bridgewater Associates, LP | 26,858 | $320.1K | 0.00% | −35,035−56.6% | Reduced |
| Ieq Capital, LLC | 27,030 | $322.2K | 0.00% | +10,483+63.4% | Added |
| TD Private Client Wealth LLC | 27,719 | $330.4K | 0.01% | +2,835+11.4% | Added |
| Financial Counselors Inc | 27,874 | $332.3K | 0.01% | −11,456−29.1% | Reduced |
| Verition Fund Management LLC | 28,001 | $333.8K | 0.00% | +28,001 | New |
| Pacer Advisors, Inc. | 28,042 | $334.3K | 0.00% | +807+3.0% | Added |
| Savant Capital, LLC | 28,251 | $336.8K | 0.00% | −3,699−11.6% | Reduced |
| Callan Family Office, LLC | 28,447 | $339.1K | 0.03% | −7,210−20.2% | Reduced |
| Evergreen Capital Management LLC | 28,575 | $351.7K | 0.01% | −1,792−5.9% | Reduced |
| Smartleaf Asset Management LLC | 29,615 | $354.2K | 0.03% | +267+0.9% | Added |
| ICONIQ Capital, LLC | 30,218 | $360.2K | 0.01% | +4,029+15.4% | Added |
| Congress Wealth Management LLC | 30,358 | $361.9K | 0.00% | −1,165−3.7% | Reduced |
| New York State Common Retirement Fund | 30,586 | $364.6K | 0.00% | +9,372+44.2% | Added |
| National Bank of Canada | 30,855 | $367.8K | 0.00% | +30,855 | New |
| RSM US Wealth Management LLC | 31,300 | $373.1K | 0.01% | +1,696+5.7% | Added |
| Rhumbline Advisers | 31,334 | $373.5K | 0.00% | +5,089+19.4% | Added |
| Sequoia Financial Advisors, LLC | 31,579 | $376.4K | 0.00% | +1,193+3.9% | Added |
| Covenant Partners, LLC | 32,160 | $383.3K | 0.12% | 00.0% | Unchanged |
| M&T Bank Corp | 32,218 | $383.7K | 0.00% | +609+1.9% | Added |
| Bleakley Financial Group, LLC | 32,453 | $386.8K | 0.01% | +3,751+13.1% | Added |
| Marks Group Wealth Management, Inc | 32,966 | $393.0K | 0.04% | +32,966 | New |
| Y-Intercept (Hong Kong) Ltd | 33,945 | $404.6K | 0.03% | −27,986−45.2% | Reduced |
| Advisors Preferred, LLC | 34,620 | $415.1K | 0.06% | +34,620 | New |
| Integrated Wealth Concepts LLC | 35,350 | $421.4K | 0.00% | −521−1.5% | Reduced |
| Aaron Wealth Advisors | 35,935 | $428.3K | 0.05% | +831+2.4% | Added |
| Baron Wealth Management LLC | 35,969 | $428.8K | 0.19% | +16,422+84.0% | Added |
| Two Sigma Securities, LLC | 36,441 | $434.4K | 0.07% | +36,441 | New |
| Yousif Capital Management, LLC | 37,250 | $444.0K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 38,796 | $462.4K | 0.06% | +307+0.8% | Added |
| Benjamin Edwards Inc | 39,445 | $470.2K | 0.01% | +2,018+5.4% | Added |
| XTX Topco Ltd | 39,584 | $471.8K | 0.02% | +12,856+48.1% | Added |
| Forum Financial Management, LP | 40,696 | $485.1K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 40,980 | $488.5K | 0.00% | +19,589+91.6% | Added |
| Ellevest, Inc. | 41,717 | $497.3K | 0.03% | −2,214−5.0% | Reduced |
| Summit Global Investments | 41,791 | $498.0K | 0.04% | −45,207−52.0% | Reduced |
| Davenport & Co LLC | 41,932 | $499.8K | 0.00% | +3,398+8.8% | Added |
| Private Advisor Group, LLC | 42,210 | $503.1K | 0.00% | −14,903−26.1% | Reduced |
| Goldstone Financial Group, LLC | 42,583 | $507.6K | 0.08% | −40−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 42,758 | $509.7K | 0.08% | −189−0.4% | Reduced |