19 institutions reported holding $10.0M of NATWEST GROUP PLC (NWG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($6.2M), Baron Wealth Management LLC ($972,800), Hennion & Walsh Asset Management, Inc. ($769,867), Versant Capital Management, Inc ($520,244), GAMMA Investing LLC ($411,766). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $6.2M | 349,922 | Added |
| 2 | Baron Wealth Management LLC | $972,800 | 55,179 | Added |
| 3 | Hennion & Walsh Asset Management, Inc. | $769,867 | 43,668 | Trimmed |
| 4 | Versant Capital Management, Inc | $520,244 | 29,509 | Trimmed |
| 5 | GAMMA Investing LLC | $411,766 | 23,356 | Added |
| 6 | Valeo Financial Advisors, LLC | $308,508 | 17,499 | Added |
| 7 | TRUST POINT INC. | $264,274 | 14,990 | Added |
| 8 | 55 North Private Wealth, LLC | $245,540 | 13,927 | New |
| 9 | Hilltop National Bank | $231,376 | 13,124 | Trimmed |
| 10 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $20,045 | 1,137 | Hold |
| 11 | EASTERN BANK | $15,003 | 851 | New |
| 12 | Retirement Wealth Solutions LLC | $14,968 | 849 | Added |
| 13 | Grove Bank & Trust | $14,950 | 848 | Hold |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $8,622 | 489 | New |
| 15 | CoreCap Advisors, LLC | $5,218 | 296 | Added |
| 16 | Arlington Trust Co LLC | $5,077 | 288 | Hold |
| 17 | CX Institutional | $4,000 | 234 | Hold |
| 18 | Dogwood Wealth Management LLC | $3,068 | 174 | Hold |
| 19 | Beaird Harris Wealth Management, LLC | $593 | 34 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30