NWG — Natwest Group PLC Institutional Holders · Q3 2026
Who owns Natwest Group PLC (NWG)? 20 institutions reported holding $10.26M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($6.1M), Legacy Wealth Asset Management, LLC ($1.2M), Farther Finance Advisors, LLC ($608,043).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $6.1M | 337,583 | Trimmed |
| 2 | Legacy Wealth Asset Management, LLC | $1.2M | 65,644 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $608,043 | 33,501 | Added |
| 4 | Versant Capital Management, Inc | $606,882 | 33,437 | Added |
| 5 | GAMMA Investing LLC | $465,112 | 25,626 | Added |
| 6 | Valeo Financial Advisors, LLC | $400,788 | 22,082 | Added |
| 7 | Athena Wealth Management, LLC | $295,127 | 16,260 | New |
| 8 | RIVERSEDGE ADVISORS, LLC | $240,923 | 13,274 | New |
| 9 | Wedmont Private Capital | $192,354 | 11,216 | New |
| 10 | AMERICAN NATIONAL BANK & TRUST | $32,143 | 1,771 | Hold |
| 11 | Miller Global Investments, LLC | $26,880 | 1,481 | New |
| 12 | Grove Bank & Trust | $16,843 | 928 | Added |
| 13 | EASTERN BANK | $15,446 | 851 | Hold |
| 14 | Retirement Wealth Solutions LLC | $14,865 | 819 | Trimmed |
| 15 | ELEVATION WEALTH PARTNERS, LLC | $8,876 | 489 | Hold |
| 16 | CX Institutional | $4,000 | 234 | Hold |
| 17 | Planning Strategies Inc. | $3,721 | 205 | New |
| 18 | ARMSTRONG ADVISORY GROUP, INC | $2,650 | 146 | Hold |
| 19 | CoreCap Advisors, LLC | $1,506 | 83 | Trimmed |
| 20 | GILPIN WEALTH MANAGEMENT, LLC | $400 | 22 | New |
Source: SEC Form 13F filings · as of 2026-09-30