Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
403 institutional managers reported holding NWG for the quarter ended Mar 31, 2026. Together they hold about 3% of shares outstanding; the top 10 hold 2%. 50 opened new positions; 42 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Fisher Investments | 42.48M | 0.53% | $633.4M | added +3.8% | 2025 Q1 |
| FMR (Fidelity) | 14.57M | 0.18% | $217.2M | added +17.3% | 2020 Q3 |
| Natixis Advisors, LLC | 12.82M | 0.16% | $191.1M | trimmed -4.4% | 2021 Q4 |
| Capital International Investors | 12.77M | 0.16% | $190.4M | trimmed -4.4% | 2024 Q2 |
| Jones Financial Companies Lllp | 12.48M | 0.15% | $186.0M | added +22981.7% | 2023 Q3 |
| Morgan Stanley | 8.41M | 0.10% | $125.3M | trimmed -24% | 2020 Q3 |
| Goldman Sachs | 7.22M | 0.09% | $107.7M | added +5.3% | 2020 Q3 |
| Bank OF America CORP /DE/ | 6.95M | 0.09% | $103.6M | added +17.8% | 2020 Q3 |
| Clearbridge Investments, LLC | 5.15M | 0.06% | $76.8M | trimmed -28.7% | 2025 Q1 |
| Northern Trust | 5.07M | 0.06% | $75.5M | added +11.3% | 2020 Q3 |
| Dimensional Fund Advisors | 5.01M | 0.06% | $74.7M | unchanged | 2020 Q3 |
| Todd Asset Management LLC | 3.91M | 0.05% | $58.3M | trimmed -7.7% | 2021 Q4 |
| Raymond James Financial INC | 3.60M | 0.04% | $53.7M | trimmed -6.6% | 2021 Q2 |
| Envestnet Asset Management INC | 3.18M | 0.04% | $47.4M | added +4.6% | 2021 Q4 |
| Causeway Capital Management LLC | 2.99M | 0.04% | $44.6M | added +88.3% | 2023 Q3 |
| Royal Bank OF Canada | 2.91M | 0.04% | $43.5M | trimmed -4.8% | 2020 Q3 |
| BlackRock | 2.84M | 0.04% | $42.3M | trimmed -9.1% | 2021 Q1 |
| American Century Companies INC | 2.52M | 0.03% | $37.6M | added +22.5% | 2020 Q3 |
| Teachers Retirement System OF THE State OF Kentucky | 2.49M | 0.03% | $37.1M | trimmed -11.4% | 2021 Q4 |
| Wells Fargo & COMPANY/MN | 2.37M | 0.03% | $35.3M | trimmed -12.6% | 2020 Q3 |
| MFS Investment Management | 2.25M | 0.03% | $33.5M | added +1.4% | 2022 Q2 |
| Jane Street | 2.21M | 0.03% | $33.0M | added +10187.7% | 2024 Q1 |
| UBS | 1.83M | 0.02% | $27.3M | added +392.7% | 2020 Q3 |
| Cibc World Market INC. | 1.81M | 0.02% | $26.9M | added +4.7% | 2020 Q3 |
| Millennium Management | 1.75M | 0.02% | $26.1M | added +9.5% | 2020 Q3 |
| Marshall Wace | 1.71M | 0.02% | $25.4M | added +5220.2% | 2023 Q1 |
| O'shaughnessy Asset Management, LLC | 1.33M | 0.02% | $19.9M | trimmed -2.6% | 2020 Q3 |
| ABC Arbitrage SA | 1.29M | 0.02% | $19.3M | trimmed -9.4% | 2024 Q4 |
| AQR Capital | 1.12M | 0.01% | $16.7M | added +10.9% | 2024 Q1 |
| Quantinno Capital Management LP | 889.5k | 0.01% | $13.3M | added +14% | 2023 Q1 |
| Arrowstreet Capital | 877.2k | 0.01% | $13.1M | trimmed -8.8% | 2022 Q1 |
| Charles Schwab Investment Management | 643.3k | <0.01% | $9.6M | added +3.1% | 2022 Q4 |
| Pathstone Holdings, LLC | 581.0k | <0.01% | $8.7M | added +51.5% | 2023 Q4 |
| Capital Fund Management S.a. | 576.8k | <0.01% | $8.6M | trimmed -18.8% | 2025 Q1 |
| SEI Investments CO | 566.6k | <0.01% | $8.4M | added +28.9% | 2023 Q3 |
| Neuberger Berman Group LLC | 566.4k | <0.01% | $8.4M | added +9.8% | 2024 Q1 |
| QRG Capital Management, INC. | 496.3k | <0.01% | $7.4M | added +9.6% | 2024 Q1 |
| LPL Financial LLC | 478.2k | <0.01% | $7.1M | trimmed -14.2% | 2022 Q2 |
| Boston Partners | 477.8k | <0.01% | $7.1M | trimmed -7.2% | 2023 Q4 |
| BNY Mellon | 473.8k | <0.01% | $7.1M | added +8.7% | 2020 Q3 |
| AllianceBernstein | 456.6k | <0.01% | $6.8M | trimmed -11.9% | 2025 Q1 |
| Ritholtz Wealth Management | 420.7k | <0.01% | $6.3M | added +8.3% | 2020 Q3 |
| Voloridge Investment Management | 406.5k | <0.01% | $6.1M | opened | 2025 Q2 |
| Orion Porfolio Solutions, LLC | 397.3k | <0.01% | $5.9M | trimmed -22.2% | 2022 Q2 |
| Stifel Financial CORP | 394.9k | <0.01% | $5.9M | trimmed -5.3% | 2021 Q3 |
| NewEdge Wealth, LLC | 388.8k | <0.01% | $5.8M | added +20.2% | 2024 Q2 |
| Mercer Global Advisors INC /ADV | 388.2k | <0.01% | $5.8M | unchanged | 2024 Q1 |
| US Bancorp \DE\ | 363.0k | <0.01% | $5.4M | trimmed -29.9% | 2020 Q3 |
| Qube Research & Technologies LTD | 359.7k | <0.01% | $5.4M | trimmed -56.3% | 2024 Q3 |
| Eagle Global Advisors LLC | 357.5k | <0.01% | $5.3M | unchanged | 2025 Q1 |
Largest 50 of 403 shown; the full ranked, searchable register is at boothcheck.com/holders/NWG. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.