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Who Owns NatWest Group PLC

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in NatWest Group PLC.

Who crossed 5% of NWG →
Managers holding
16
as of 2026-09-30
Reported value
$9.6M
summed across filings
Shares held
530.3K
Added vs trimmed
4 / 4
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Gradient Investments LLCSPONS ADR337.6K shtrimmed$6.1M
Legacy Wealth Asset Management, LLCSPONS ADR65.6K shtrimmed$1.2M
Farther Finance Advisors, LLCADR33.5K shadded$608K
GAMMA Investing LLCADR25.6K shadded$465.1K
Valeo Financial Advisors, LLCADR22.1K shadded$400.8K
Athena Wealth Management, LLCSPONS ADR16.3K sh—$295.1K
RIVERSEDGE ADVISORS, LLCSPONS ADR13.3K sh—$240.9K
Wedmont Private CapitalSPONS ADR11.2K sh—$192.4K
AMERICAN NATIONAL BANK & TRUSTSPONS ADR1.8K shheld$32.1K
Grove Bank & TrustSPONS ADR928 shadded$16.8K
EASTERN BANKSPONS ADR851 shheld$15.4K
Retirement Wealth Solutions LLCSPONS ADR819 shtrimmed$14.9K
ELEVATION WEALTH PARTNERS, LLCSPONS ADR489 shheld$8.9K
ARMSTRONG ADVISORY GROUP, INCSPONS ADR146 shheld$2.7K
CoreCap Advisors, LLCADR83 shtrimmed$1.5K
GILPIN WEALTH MANAGEMENT, LLCSPONS ADR22 sh—$400

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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