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-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on NWG is one-sided between 2025-Q4 and 2026-Q1: 35 added or opened and 114 trimmed or exited — on balance reducing.
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, Fisher Asset Management, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 406 tracked filers holding NWG, 207 increased or opened the position and 200 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 2025-Q4 and 2026-Q1 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 11
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$6M
- Gradient Investments LLC$5M
- WINTON GROUP Ltd$3M
- BI Asset Management Fondsmaeglerselskab A/S$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
- Engineers Gate Manager LP$1M
Full exits 18
- CITADEL ADVISORS LLC$14M
- CHASE INVESTMENT COUNSEL CORP$9M
- CPC Advisors, LLC$8M
- Trexquant Investment LP$7M
- Y-Intercept (Hong Kong) Ltd$2M
- TWO SIGMA ADVISERS, LP$2M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$177M
- JANE STREET GROUP, LLC$33M
- MARSHALL WACE, LLP$25M
- CAUSEWAY CAPITAL MANAGEMENT LLC$17M
- UBS Group AG$11M
- JPMORGAN CHASE & CO$10M
Largest trims
- Fisher Asset Management, LLC$83M
- MORGAN STANLEY$68M
- Capital International Investors$52M
- Clearbridge Investments, LLC$50M
- NATIXIS ADVISORS, LLC$44M
- BANK OF MONTREAL /CAN/$19M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 42,484,360 | $633M | 20.7% | 2026-Q1 |
| FMR LLC added | 14,569,200 | $217M | 7.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 12,816,444 | $191M | 6.2% | 2026-Q1 |
| Capital International Investors trimmed | 12,771,016 | $183M | 6.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 12,478,180 | $178M | 5.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 8,406,180 | $125M | 4.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 7,224,952 | $108M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,948,264 | $104M | 3.4% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 5,153,852 | $77M | 2.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 5,065,935 | $75M | 2.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 5,009,631 | $75M | 2.4% | 2026-Q1 |
| TODD ASSET MANAGEMENT LLC trimmed | 3,911,197 | $58M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,603,343 | $54M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,181,376 | $47M | 1.6% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 2,988,309 | $45M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,914,263 | $43M | 1.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,835,366 | $42M | 1.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,521,385 | $38M | 1.2% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY trimmed | 2,490,080 | $37M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,365,790 | $35M | 1.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 2,247,248 | $34M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,344,356 | $34M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,210,316 | $33M | 1.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 1,807,448 | $27M | 0.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,752,736 | $26M | 0.9% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,705,801 | $25M | 0.8% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 1,333,926 | $20M | 0.7% | 2026-Q1 |
| ABC ARBITRAGE SA trimmed | 1,291,096 | $19M | 0.6% | 2026-Q1 |
| UBS Group AG added | 1,148,342 | $17M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,117,521 | $17M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 889,533 | $13M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 877,219 | $13M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 683,138 | $10M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 643,261 | $10M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC added | 581,001 | $9M | 0.3% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 576,755 | $9M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 566,648 | $8M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 566,428 | $8M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 456,594 | $8M | 0.3% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 496,321 | $7M | 0.2% | 2026-Q1 |
| Boston Partners trimmed | 477,760 | $7M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 478,220 | $7M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 473,757 | $7M | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 420,712 | $6M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 406,523 | $6M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 397,294 | $6M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 394,897 | $6M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC added | 388,763 | $6M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 388,155 | $6M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 363,048 | $5M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 359,672 | $5M | 0.2% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC added | 357,539 | $5M | 0.2% | 2026-Q1 |
| Gradient Investments LLC new | 330,819 | $5M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 324,950 | $5M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 310,590 | $5M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 298,091 | $4M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 292,639 | $4M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 279,248 | $4M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 277,192 | $4M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 276,737 | $4M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 275,573 | $4M | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 274,538 | $4M | 0.1% | 2026-Q1 |
| Seascape Capital Management trimmed | 271,491 | $4M | 0.1% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 269,545 | $4M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 269,338 | $4M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 259,810 | $4M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 241,312 | $4M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 236,292 | $4M | 0.1% | 2026-Q1 |
| Ethic Inc. trimmed | 235,761 | $4M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 229,406 | $3M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 213,286 | $3M | 0.1% | 2026-Q1 |
| WINTON GROUP Ltd new | 211,000 | $3M | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 208,234 | $3M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 191,419 | $3M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 188,430 | $3M | 0.1% | 2026-Q1 |
| Sanders Capital, LLC trimmed | 185,064 | $3M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 176,380 | $3M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 173,468 | $3M | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 174,016 | $3M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 169,657 | $3M | 0.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 165,717 | $2M | 0.1% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S new | 153,866 | $2M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC added | 152,952 | $2M | 0.1% | 2026-Q1 |
| Caprock Group, LLC trimmed | 142,962 | $2M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 147,448 | $2M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 139,996 | $2M | 0.1% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 139,577 | $2M | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 136,885 | $2M | 0.1% | 2026-Q1 |
| L1 Capital Pty Ltd trimmed | 10,382,579 | $73M | 2.4% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 1,041,018 | $15M | 0.5% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 820,736 | $14M | 0.5% | 2025-Q4 stale |
| CHASE INVESTMENT COUNSEL CORP added | 486,995 | $9M | 0.3% | 2025-Q4 stale |
| CPC Advisors, LLC trimmed | 463,180 | $8M | 0.3% | 2025-Q4 stale |
| Trexquant Investment LP trimmed | 396,901 | $7M | 0.2% | 2025-Q4 stale |
| Optiver Holding B.V. added | 417,877 | $6M | 0.2% | 2025-Q3 stale |
| Quinn Opportunity Partners LLC trimmed | 415,308 | $6M | 0.2% | 2025-Q2 stale |
| Walleye Capital LLC new | 349,472 | $5M | 0.2% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC added | 354,273 | $4M | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 203,335 | $3M | 0.1% | 2025-Q2 stale |
| Capital Research Global Investors added | 188,632 | $3M | 0.1% | 2025-Q2 stale |
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.