NatWest Group plc (NWG) — Institutional Holders, Q2 2026 (page 5)
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 401 to 430. 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 401–430 of 430
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | MV CAPITAL MANAGEMENT#401 · 105 sh | 105 | $1.9K | <0.01% | -16.0% |
| 402 | Burk#402 · 100 sh | 100 | $1.8K | <0.01% | 0.0% |
| 403 | JPL Wealth Management#403 · 92 sh | 92 | $1.6K | <0.01% | +441.2% |
| 404 | American Capital Advisory#404 · 91 sh | 91 | $1.6K | <0.01% | +46.8% |
| 405 | BROWN, LISLE/CUMMINGS#405 · 80 sh | 80 | $1.4K | — | 0.0% |
| 406 | NFJ INVESTMENT GROUP#406 · 80 sh | 80 | $1.4K | 0.00% | -47.7% |
| 407 | MidFirst Bank#407 · 80 sh | 80 | $1.4K | <0.01% | 0.0% |
| 408 | Caldwell#408 · 76 sh | 76 | $1.3K | <0.01% | New |
| 409 | Godfrey Financial Associates#409 · 75 sh | 75 | $1.3K | <0.01% | 0.0% |
| 410 | CREATIVE FINANCIAL DESIGNS#410 · 74 sh | 74 | $1.3K | <0.01% | -83.4% |
| 411 | Highland Investment Advisors#411 · 70 sh | 70 | $1.2K | <0.01% | — |
| 412 | ST GERMAIN D J#412 · 65 sh | 65 | $1.1K | 0.00% | 0.0% |
| 413 | Financial Network Wealth Advisors#413 · 59 sh | 59 | $1.0K | <0.01% | 0.0% |
| 414 | Asset Dedication#414 · 56 sh | 56 | $988.00 | <0.01% | +80.6% |
| 415 | Trifecta Capital Advisors#415 · 52 sh | 52 | $917.00 | — | New |
| 416 | Breakwater Investment Management#416 · 45 sh | 45 | $794.00 | — | New |
| 417 | Horizon Investments#417 · 41 sh | 41 | $723.00 | 0.00% | -99.6% |
| 418 | Bogart Wealth#418 · 40 sh | 40 | $705.00 | 0.00% | New |
| 419 | Monetary Solutions, Ltd#419 · 35 sh | 35 | $617.00 | — | New |
| 420 | Beaird Harris Wealth Management#420 · 34 sh | 34 | $593.00 | 0.00% | 0.0% |
| 421 | ACTION POINT FINANCIAL PLANNING#421 · 32 sh | 32 | $564.00 | <0.01% | New |
| 422 | Abound Wealth Management#422 · 30 sh | 30 | $529.00 | — | 0.0% |
| 423 | WEBSTER BANK, N. A.#423 · 24 sh | 24 | $423.00 | 0.00% | New |
| 424 | Mosley Wealth Management#424 · 22 sh | 22 | $388.00 | — | New |
| 425 | Crewe Advisors#425 · 20 sh | 20 | $353.00 | 0.00% | New |
| 426 | Decker Retirement Planning#426 · 15 sh | 15 | $257.00 | — | New |
| 427 | Stone House Investment Management#427 · 13 sh | 13 | $229.00 | — | +333.3% |
| 428 | COMPASS FINANCIAL MANAGEMENT#428 · 11 sh | 11 | $210.00 | 0.00% | — |
| 429 | NOMURA ASSET MANAGEMENT LTD#429 · 0 sh | 0 | $0.00 | 0.00% | New |
| 430 | Elequin Securities#430 · 5,948 sh | 5,948 | — | — | -42.3% |
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.