Who owns NWG
Which tracked institutional funds hold NWG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NWG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
115 tracked funds added or opened NWG while 42 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NWG’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NWG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NWG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 406 tracked filers holding NWG, 238 increased or opened the position and 185 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NWG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- CITADEL ADVISORS LLC$17M
- BOOTHBAY FUND MANAGEMENT, LLC$10M
- Capricorn Fund Managers Ltd$10M
- Bellars Harris Wealth Management, LLC$9M
- Transmarket Holdings LP$6M
- Jupiter Topco LLC$5M
Full exits 20
- NATIXIS ADVISORS, LLC$191M
- Clearbridge Investments, LLC$77M
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$37M
- Seascape Capital Management$4M
- HighTower Advisors, LLC$3M
- Redhawk Wealth Advisors, Inc.$2M
Largest adds
- BNP PARIBAS FINANCIAL MARKETS$220M
- FMR LLC$103M
- JPMORGAN CHASE & CO$77M
- MORGAN STANLEY$54M
- BANK OF MONTREAL /CAN/$51M
- Capital International Investors$39M
Largest trims
- Fisher Asset Management, LLC$567M
- WELLS FARGO & COMPANY/MN$6M
- ENVESTNET ASSET MANAGEMENT INC$6M
- RAYMOND JAMES FINANCIAL INC$5M
- CAPITAL FUND MANAGEMENT S.A.$4M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 18,156,932 | $320M | 10.5% | 2026-Q2 |
| Capital International Investors trimmed | 12,704,937 | $222M | 7.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 12,635,013 | $223M | 7.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 12,497,549 | $215M | 7.1% | 2026-Q2 |
| MORGAN STANLEY added | 10,176,295 | $179M | 5.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 7,843,835 | $138M | 4.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 7,313,339 | $129M | 4.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,312,703 | $110M | 3.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 5,011,770 | $88M | 2.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 4,584,737 | $81M | 2.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 4,242,073 | $75M | 2.5% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC trimmed | 3,897,393 | $69M | 2.3% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 3,745,660 | $66M | 2.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 3,499,196 | $62M | 2.0% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 3,487,290 | $61M | 2.0% | 2026-Q2 |
| BlackRock, Inc. added | 3,292,800 | $58M | 1.9% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 3,125,522 | $55M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,068,051 | $54M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,750,992 | $48M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,369,719 | $42M | 1.4% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 2,288,231 | $40M | 1.3% | 2026-Q2 |
| ABC ARBITRAGE SA added | 1,859,270 | $33M | 1.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 1,857,747 | $33M | 1.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,765,776 | $31M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,648,827 | $29M | 1.0% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 1,498,088 | $26M | 0.9% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 1,411,034 | $25M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,321,509 | $23M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,304,696 | $23M | 0.8% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,183,770 | $21M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 1,121,443 | $20M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,066,605 | $19M | 0.6% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 1,035,444 | $18M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,013,954 | $18M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 974,542 | $17M | 0.6% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 814,534 | $14M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 794,643 | $14M | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 749,183 | $13M | 0.4% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 709,992 | $13M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 682,776 | $12M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 587,496 | $10M | 0.3% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 587,293 | $10M | 0.3% | 2026-Q2 |
| Capricorn Fund Managers Ltd new | 587,290 | $10M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 586,491 | $10M | 0.3% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 558,069 | $10M | 0.3% | 2026-Q2 |
| Boston Partners added | 533,466 | $9M | 0.3% | 2026-Q2 |
| Farringdon Capital, Ltd. added | 523,909 | $9M | 0.3% | 2026-Q2 |
| Bellars Harris Wealth Management, LLC new | 523,908 | $9M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 477,093 | $8M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 465,208 | $8M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 452,929 | $8M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 447,720 | $8M | 0.3% | 2026-Q2 |
| NewEdge Wealth, LLC added | 435,673 | $8M | 0.3% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 435,479 | $8M | 0.3% | 2026-Q2 |
| Aquatic Capital Management LLC added | 414,395 | $7M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 412,962 | $7M | 0.2% | 2026-Q2 |
| Creative Planning added | 410,204 | $7M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 402,895 | $6M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 362,204 | $6M | 0.2% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC added | 358,199 | $6M | 0.2% | 2026-Q2 |
| Gradient Investments LLC added | 349,922 | $6M | 0.2% | 2026-Q2 |
| Transmarket Holdings LP new | 337,507 | $6M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 331,082 | $6M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 324,778 | $6M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 308,207 | $5M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 284,222 | $5M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 280,406 | $5M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 263,731 | $5M | 0.2% | 2026-Q2 |
| Ethic Inc. added | 250,249 | $4M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 245,109 | $4M | 0.1% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 240,420 | $4M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 236,173 | $4M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 234,221 | $4M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 221,289 | $4M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 204,899 | $4M | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 201,401 | $4M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 195,776 | $3M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 193,292 | $3M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 190,100 | $3M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 189,790 | $3M | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 183,056 | $3M | 0.1% | 2026-Q2 |
| DV EQUITIES, LLC added | 180,475 | $3M | 0.1% | 2026-Q2 |
| Sanders Capital, LLC trimmed | 179,964 | $3M | 0.1% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC added | 179,050 | $3M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC added | 178,289 | $3M | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 176,114 | $3M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 175,888 | $3M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 173,146 | $3M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 167,636 | $3M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 165,842 | $3M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 142,900 | $3M | 0.1% | 2026-Q2 |
| Caprock Group, LLC trimmed | 140,159 | $2M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 139,782 | $2M | 0.1% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 139,387 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 133,829 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 132,733 | $2M | 0.1% | 2026-Q2 |
| BTC Capital Management, Inc. added | 132,089 | $2M | 0.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 120,605 | $2M | 0.1% | 2026-Q2 |
| DRW Securities, LLC added | 119,130 | $2M | 0.1% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. added | 114,000 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.