NatWest Group plc (NWG) — Institutional Holders, Q2 2026 (page 3)
430 institutional investment managers reported a NWG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NWG 13F holders ranked 201–300 of 430
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | TCG Advisory Services#201 · 25,152 sh | 25,152 | $443.4K | <0.01% | +7.2% |
| 202 | SYM FINANCIAL#202 · 25,092 sh | 25,092 | $442.4K | — | +8.4% |
| 203 | Pure Financial Advisors#203 · 23,593 sh | 23,593 | $415.9K | <0.01% | +43.3% |
| 204 | GAMMA Investing#204 · 23,356 sh | 23,356 | $411.8K | — | +15.9% |
| 205 | SYON CAPITAL#205 · 23,240 sh | 23,240 | $409.7K | 0.02% | +9.7% |
| 206 | Dynasty Wealth Management#206 · 22,344 sh | 22,344 | $393.9K | <0.01% | +5.6% |
| 207 | Hardy Reed#207 · 22,321 sh | 22,321 | $393.5K | 0.03% | +0.1% |
| 208 | Sivia Capital Partners#208 · 22,163 sh | 22,163 | $390.7K | 0.05% | -51.4% |
| 209 | Pinnacle Wealth Planning Services#209 · 22,134 sh | 22,134 | $390.2K | 0.04% | -5.9% |
| 210 | COLDSTREAM CAPITAL MANAGEMENT#210 · 21,578 sh | 21,578 | $380.4K | <0.01% | -36.4% |
| 211 | CERTIOR FINANCIAL GROUP#211 · 20,903 sh | 20,903 | $368.5K | — | +6.8% |
| 212 | COMMERCE BANK#212 · 20,753 sh | 20,753 | $365.9K | <0.01% | -6.3% |
| 213 | Ascent Group#213 · 20,676 sh | 20,676 | $364.5K | 0.01% | -5.3% |
| 214 | Aprio Wealth Management#214 · 20,044 sh | 20,044 | $353.4K | 0.02% | +7.0% |
| 215 | Mattson Financial Services#215 · 19,091 sh | 19,091 | $340.4K | 0.07% | +1.3% |
| 216 | IHT Wealth Management#216 · 18,818 sh | 18,818 | $331.8K | <0.01% | -10.7% |
| 217 | West Family Investments#217 · 18,728 sh | 18,728 | $330.2K | 0.10% | New |
| 218 | R Squared Ltd#218 · 18,727 sh | 18,727 | $330.2K | 0.17% | New |
| 219 | Kingsview Wealth Management#219 · 18,702 sh | 18,702 | $329.7K | <0.01% | +11.1% |
| 220 | PRINCIPAL SECURITIES#220 · 18,620 sh | 18,620 | $328.3K | <0.01% | -14.7% |
| 221 | May Hill Capital#221 · 17,975 sh | 17,975 | $316.9K | 0.07% | +26.2% |
| 222 | Brown Financial Advisors#222 · 17,584 sh | 17,584 | $310.0K | 0.11% | -0.6% |
| 223 | Valeo Financial Advisors#223 · 17,499 sh | 17,499 | $308.5K | — | +53.6% |
| 224 | Larry Mathis Financial Planning#224 · 17,224 sh | 17,224 | $303.7K | — | New |
| 225 | COMMONWEALTH EQUITY SERVICES#225 · 17,034 sh | 17,034 | $300.3K | <0.01% | -9.9% |
| 226 | ANCHYRA PARTNERS#226 · 16,961 sh | 16,961 | $299.0K | — | +2.7% |
| 227 | WEDBUSH SECURITIES#227 · 16,372 sh | 16,372 | $289.0K | — | +0.9% |
| 228 | Prospera Financial Services#228 · 16,343 sh | 16,343 | $288.2K | <0.01% | -74.9% |
| 229 | Frec Markets#229 · 16,148 sh | 16,148 | $284.7K | 0.03% | +7.3% |
| 230 | XPONANCE#230 · 15,849 sh | 15,849 | $279.4K | <0.01% | New |
| 231 | Perigon Wealth Management#231 · 15,638 sh | 15,638 | $275.7K | — | +0.3% |
| 232 | OneAscent Investment Solutions#232 · 15,364 sh | 15,364 | $270.9K | 0.26% | New |
| 233 | CITIGROUP#233 · 15,343 sh | 15,343 | $270.5K | <0.01% | -88.7% |
| 234 | Parallel Advisors#234 · 15,326 sh | 15,326 | $270.2K | <0.01% | +16.5% |
| 235 | Point#235 · 14,990 sh | 14,990 | $264.3K | 0.02% | +5.8% |
| 236 | BALDWIN WEALTH PARTNERS#236 · 14,840 sh | 14,840 | $261.6K | — | -4.4% |
| 237 | GSA CAPITAL PARTNERS LLP#237 · 14,769 sh | 14,769 | $260.0K | 0.02% | New |
| 238 | MAI Capital Management#238 · 14,618 sh | 14,618 | $257.7K | <0.01% | +719.9% |
| 239 | Keebeck Wealth Management#239 · 14,376 sh | 14,376 | $253.4K | 0.02% | New |
| 240 | Clearstead Advisors#240 · 14,288 sh | 14,288 | $251.9K | <0.01% | -50.2% |
| 241 | PDS Planning#241 · 14,279 sh | 14,279 | $251.7K | 0.01% | +3.2% |
| 242 | Advisory Services Network#242 · 14,268 sh | 14,268 | $251.5K | <0.01% | +18.4% |
| 243 | Diversify Advisory Services#243 · 13,494 sh | 13,494 | $247.1K | — | New |
| 244 | DIVERSIFY WEALTH MANAGEMENT#244 · 13,494 sh | 13,494 | $247.1K | — | -54.2% |
| 245 | 55 North Private Wealth#245 · 13,927 sh | 13,927 | $245.5K | — | New |
| 246 | Waverly Advisors#246 · 13,640 sh | 13,640 | $240.5K | <0.01% | -32.4% |
| 247 | JACKSON THORNTON WEALTH MANAGEMENT#247 · 13,607 sh | 13,607 | $239.9K | 0.02% | +24.9% |
| 248 | Apollon Wealth Management#248 · 13,601 sh | 13,601 | $239.8K | — | -5.8% |
| 249 | Beacon Pointe Advisors#249 · 13,550 sh | 13,550 | $238.9K | <0.01% | -32.8% |
| 250 | Cornerstone Select Advisors#250 · 13,395 sh | 13,395 | $236.2K | 0.10% | +4.2% |
| 251 | Checchi Capital Advisers#251 · 13,394 sh | 13,394 | $236.1K | 0.01% | +7.6% |
| 252 | Hilltop National Bank#252 · 13,124 sh | 13,124 | $231.4K | — | -9.5% |
| 253 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#253 · 13,086 sh | 13,086 | $230.7K | <0.01% | +30.4% |
| 254 | Hexagon Capital Partners#254 · 12,851 sh | 12,851 | $226.6K | 0.03% | New |
| 255 | SAGE RHINO CAPITAL#255 · 12,691 sh | 12,691 | $223.7K | 0.04% | +3.3% |
| 256 | Five Oceans Advisors#256 · 12,684 sh | 12,684 | $223.6K | — | 0.0% |
| 257 | STATE STREET#257 · 12,504 sh | 12,504 | $221.0K | 0.00% | 0.0% |
| 258 | EP Wealth Advisors#258 · 12,441 sh | 12,441 | $219.3K | <0.01% | New |
| 259 | Arkadios Wealth Advisors#259 · 12,380 sh | 12,380 | $218.3K | <0.01% | +8.6% |
| 260 | GREENLEAF#260 · 12,358 sh | 12,358 | $217.9K | <0.01% | +1.6% |
| 261 | Pinnacle Wealth Management Advisory Group#261 · 12,323 sh | 12,323 | $217.3K | — | 0.0% |
| 262 | PINNACLE ASSOCIATES LTD#262 · 12,323 sh | 12,323 | $217.3K | — | 0.0% |
| 263 | Prime Capital Investment Advisors#263 · 12,281 sh | 12,281 | $216.5K | — | -12.2% |
| 264 | Cambridge Investment Research Advisors#264 · 12,162 sh | 12,162 | $214.0K | <0.01% | New |
| 265 | Generali Investments CEE, investicni spolecnost, a.s.#265 · 23,926 sh | 23,926 | $211.6K | — | -34.5% |
| 266 | Optas#266 · 11,963 sh | 11,963 | $210.9K | 0.03% | +1.5% |
| 267 | Larson Financial Group#267 · 11,830 sh | 11,830 | $208.6K | <0.01% | +5.2% |
| 268 | EverSource Wealth Advisors#268 · 11,756 sh | 11,756 | $207.3K | <0.01% | +157.9% |
| 269 | Evergreen Wealth Solutions#269 · 10,504 sh | 10,504 | $202.9K | 0.01% | -6.8% |
| 270 | LEVEL FOUR ADVISORY SERVICES#270 · 11,488 sh | 11,488 | $202.5K | <0.01% | New |
| 271 | Toroso Investments#271 · 11,030 sh | 11,030 | $194.5K | <0.01% | -1.7% |
| 272 | ANGELES WEALTH MANAGEMENT#272 · 10,984 sh | 10,984 | $193.6K | — | New |
| 273 | Cromwell#273 · 10,973 sh | 10,973 | $193.5K | 0.09% | 0.0% |
| 274 | Focus Partners Advisor Solutions#274 · 10,864 sh | 10,864 | $191.5K | <0.01% | -9.9% |
| 275 | Abel Hall#275 · 10,835 sh | 10,835 | $191.0K | — | New |
| 276 | PERSONAL CFO SOLUTIONS#276 · 10,794 sh | 10,794 | $190.3K | 0.03% | -22.7% |
| 277 | Traveka Wealth#277 · 10,489 sh | 10,489 | $184.9K | — | 0.0% |
| 278 | BRIGHTON JONES#278 · 10,330 sh | 10,330 | $182.1K | <0.01% | -6.1% |
| 279 | Parkside Financial Bank#279 · 9,818 sh | 9,818 | $173.1K | — | +127.7% |
| 280 | World Investment Advisors#280 · 10,745 sh | 10,745 | $167.6K | <0.01% | +4.8% |
| 281 | Basecamp Wealth Advisors#281 · 9,016 sh | 9,016 | $159.0K | 0.03% | 0.0% |
| 282 | BROWN BROTHERS HARRIMAN#282 · 8,741 sh | 8,741 | $154.1K | <0.01% | +48.2% |
| 283 | SIMPLEX TRADING#283 · 8,437 sh | 8,437 | $148.7K | <0.01% | New |
| 284 | HUNTINGTON NATIONAL BANK#284 · 8,359 sh | 8,359 | $147.4K | <0.01% | -10.2% |
| 285 | Bruce G. Allen Investments#285 · 7,240 sh | 7,240 | $127.6K | 0.08% | +7.1% |
| 286 | TD PRIVATE CLIENT WEALTH#286 · 6,850 sh | 6,850 | $120.8K | <0.01% | +12.0% |
| 287 | Sageworth#287 · 12,102 sh | 12,102 | $107.1K | <0.01% | New |
| 288 | First Command Advisory Services#288 · 5,937 sh | 5,937 | $104.7K | <0.01% | +678.1% |
| 289 | Accent Capital Management#289 · 5,503 sh | 5,503 | $97.0K | 0.04% | New |
| 290 | GHP Investment Advisors#290 · 5,114 sh | 5,114 | $90.2K | — | 0.0% |
| 291 | Federation des caisses Desjardins du Quebec#291 · 4,549 sh | 4,549 | $80.2K | <0.01% | +8.1% |
| 292 | SHP Wealth Management#292 · 4,443 sh | 4,443 | $78.3K | <0.01% | -4.7% |
| 293 | True Wealth Design#293 · 4,247 sh | 4,247 | $74.9K | — | +2.7% |
| 294 | Steward Partners Investment Advisory#294 · 4,085 sh | 4,085 | $72.0K | <0.01% | -2.9% |
| 295 | ROTHSCHILD INVESTMENT#295 · 4,026 sh | 4,026 | $71.0K | <0.01% | +61.0% |
| 296 | Spire Wealth Management#296 · 4,000 sh | 4,000 | $70.5K | <0.01% | -27.3% |
| 297 | Owl Creek Wealth Partners#297 · 3,685 sh | 3,685 | $65.0K | — | 0.0% |
| 298 | Allworth Financial#298 · 3,553 sh | 3,553 | $62.6K | <0.01% | -6.9% |
| 299 | Manchester Capital Management#299 · 3,347 sh | 3,347 | $59.0K | — | -5.6% |
| 300 | SBI Securities , Ltd.#300 · 3,311 sh | 3,311 | $58.4K | — | +18.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.