HoldingsChannel.com
Funds Holding NWG

On this page, we present all of the funds holding NWG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NWG, with a link to that fund's top holdings. The next columns indicate the amount of NWG stock held by each of the funds holding NWG, followed by the NWG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 187 funds holding NWG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Natixis Advisors L.P.. For more details on the positions held by Natixis Advisors L.P. (or by any of the other funds holding NWG), click the fund name in the "Holder" column of the funds-holding-NWG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Natixis Advisors L.P.7,539,597$51,269 03/31/2024
     NWG7,539,597$51,269 03/31/2024
Dimensional Fund Advisors LP6,632,743$37,347 12/31/2023
     NWG6,632,743$37,347 12/31/2023
Morgan Stanley5,705,879$32,124 12/31/2023
     NWG5,705,879$32,124 12/31/2023
Goldman Sachs Group Inc.4,297,553$24,195 12/31/2023
     NWG4,297,553$24,195 12/31/2023
Todd Asset Management LLC3,393,615$19,106 12/31/2023
     NWG3,393,615$19,106 12/31/2023
Northern Trust Corp2,655,924$14,953 12/31/2023
     NWG2,655,924$14,953 12/31/2023
Bank of America Corp DE2,458,374$13,841 12/31/2023
     NWG2,458,374$13,841 12/31/2023
Teachers Retirement System of The State of Kentucky2,028,471$11,420 12/31/2023
     NWG2,028,471$11,420 12/31/2023
Raymond James & Associates1,636,513$11,128 03/31/2024
     NWG1,636,513$11,128 03/31/2024
Crossmark Global Holdings Inc.1,754,030$9,876 12/31/2023
     NWG1,754,030$9,876 12/31/2023
Causeway Capital Management LLC1,647,757$9,277 12/31/2023
     NWG1,647,757$9,277 12/31/2023
BlackRock Inc.1,370,832$7,718 12/31/2023
     NWG1,370,832$7,718 12/31/2023
Brandes Investment Partners LP1,306,605$7,356 12/31/2023
     NWG1,306,605$7,356 12/31/2023
Quinn Opportunity Partners LLC1,251,815$7,048 12/31/2023
     NWG1,251,815$7,048 12/31/2023
Citadel Advisors LLC935,614$5,268 12/31/2023
     NWG935,614$5,268 12/31/2023
Envestnet Asset Management Inc.916,311$5,159 12/31/2023
     NWG916,311$5,159 12/31/2023
FMR LLC838,507$4,721 12/31/2023
     NWG838,507$4,721 12/31/2023
American Century Companies Inc.800,720$4,508 12/31/2023
     NWG800,720$4,508 12/31/2023
Massachusetts Financial Services Co. MA727,035$4,093 12/31/2023
     NWG727,035$4,093 12/31/2023
O Shaughnessy Asset Management LLC664,846$3,743 12/31/2023
     NWG664,846$3,743 12/31/2023
Wells Fargo & Company MN534,830$3,011 12/31/2023
     NWG534,830$3,011 12/31/2023
Marshall Wace LLP364,439$2,052 12/31/2023
     NWG364,439$2,052 12/31/2023
Pathstone Holdings LLC350,943$1,976 12/31/2023
     NWG350,943$1,976 12/31/2023
Sanders Capital LLC316,105$1,780 12/31/2023
     NWG316,105$1,780 12/31/2023
Sei Investments Co.275,100$1,549 12/31/2023
     NWG275,100$1,549 12/31/2023
Royal Bank of Canada223,042$1,255 12/31/2023
     NWG223,042$1,255 12/31/2023
Stifel Financial Corp203,453$1,145 12/31/2023
     NWG203,453$1,145 12/31/2023
Seascape Capital Management194,349$1,094 12/31/2023
     NWG194,349$1,094 12/31/2023
Bank of New York Mellon Corp156,769$1,066 03/31/2024
     NWG156,769$1,066 03/31/2024
Boston Partners168,766$950 12/31/2023
     NWG168,766$950 12/31/2023
Group One Trading L.P. $935 12/31/2023
     Call166,900$940 12/31/2023
     Put800$5 12/31/2023
Orion Portfolio Solutions LLC156,214$904 12/31/2023
     NWG156,214$904 12/31/2023
Ameriprise Financial Inc.155,132$873 12/31/2023
     NWG155,132$873 12/31/2023
Point72 Asset Management L.P.148,300$835 12/31/2023
     NWG148,300$835 12/31/2023
JPMorgan Chase & Co.139,888$788 12/31/2023
     NWG139,888$788 12/31/2023
Janus Henderson Group PLC138,878$782 12/31/2023
     NWG138,878$782 12/31/2023
UBS Group AG138,796$781 12/31/2023
     NWG138,796$781 12/31/2023
Ethic Inc.136,676$769 12/31/2023
     NWG136,676$769 12/31/2023
Sequoia Financial Advisors LLC120,003$676 12/31/2023
     NWG120,003$676 12/31/2023
Ritholtz Wealth Management98,495$670 03/31/2024
     NWG98,495$670 03/31/2024
Legacy Wealth Asset Management LLC97,668$664 03/31/2024
     NWG97,668$664 03/31/2024
Mariner LLC113,152$637 12/31/2023
     NWG113,152$637 12/31/2023
Susquehanna International Group Ltd.110,758$624 12/31/2023
     NWG110,758$624 12/31/2023
Renaissance Technologies LLC105,018$591 12/31/2023
     NWG105,018$591 12/31/2023
Oppenheimer Asset Management Inc.101,941$574 12/31/2023
     NWG101,941$574 12/31/2023
HighTower Advisors LLC96,381$534 12/31/2023
     NWG96,381$534 12/31/2023
Fifth Third Bancorp74,905$509 03/31/2024
     NWG74,905$509 03/31/2024
Wealth Enhancement Advisory Services LLC67,699$460 03/31/2024
     NWG67,699$460 03/31/2024
XTX Topco Ltd75,984$428 12/31/2023
     NWG75,984$428 12/31/2023
Yousif Capital Management LLC73,605$414 12/31/2023
     NWG73,605$414 12/31/2023
Pzena Investment Management LLC70,432$397 12/31/2023
     NWG70,432$397 12/31/2023
Creative Planning67,006$377 12/31/2023
     NWG67,006$377 12/31/2023
Charles Schwab Investment Management Inc.66,352$374 12/31/2023
     NWG66,352$374 12/31/2023
HRT Financial LP65,846$370 12/31/2023
     NWG65,846$370 12/31/2023
AXQ Capital LP65,800$370 12/31/2023
     NWG65,800$370 12/31/2023
Squarepoint Ops LLC65,030$366 12/31/2023
     NWG65,030$366 12/31/2023
RBF Capital LLC60,000$338 12/31/2023
     NWG60,000$338 12/31/2023
Advisors Asset Management Inc.58,309$328 12/31/2023
     NWG58,309$328 12/31/2023
Strategic Global Advisors LLC56,626$319 12/31/2023
     NWG56,626$319 12/31/2023
US Bancorp DE56,310$317 12/31/2023
     NWG56,310$317 12/31/2023
Dorsey & Whitney Trust CO LLC56,297$317 12/31/2023
     NWG56,297$317 12/31/2023
Wetherby Asset Management Inc.55,447$312 12/31/2023
     NWG55,447$312 12/31/2023
The PNC Financial Services Group Inc.55,266$311 12/31/2023
     NWG55,266$311 12/31/2023
Advisor Group Holdings Inc.53,572$302 12/31/2023
     NWG53,572$302 12/31/2023
Quantbot Technologies LP52,007$293 12/31/2023
     NWG52,007$293 12/31/2023
JustInvest LLC51,550$290 12/31/2023
     NWG51,550$290 12/31/2023
Gallacher Capital Management LLC50,092$282 12/31/2023
     NWG50,092$282 12/31/2023
Kathmere Capital Management LLC41,243$280 03/31/2024
     NWG41,243$280 03/31/2024
Truist Financial Corp46,164$260 12/31/2023
     NWG46,164$260 12/31/2023
Signaturefd LLC41,885$236 12/31/2023
     NWG41,885$236 12/31/2023
Aquatic Capital Management LLC41,100$231 12/31/2023
     NWG41,100$231 12/31/2023
Rehmann Capital Advisory Group40,311$227 12/31/2023
     NWG40,311$227 12/31/2023
Maverick Capital Ltd.38,973$219 12/31/2023
     NWG38,973$219 12/31/2023
Veriti Management LLC31,986$218 03/31/2024
     NWG31,986$218 03/31/2024
Cubist Systematic Strategies LLC38,549$217 12/31/2023
     NWG38,549$217 12/31/2023
Private Advisor Group LLC36,985$208 12/31/2023
     NWG36,985$208 12/31/2023
Vident Advisory LLC35,155$198 12/31/2023
     NWG35,155$198 12/31/2023
Raymond James Trust N.A.28,383$193 03/31/2024
     NWG28,383$193 03/31/2024
Ballentine Partners LLC28,417$193 03/31/2024
     NWG28,417$193 03/31/2024
Integrated Wealth Concepts LLC30,857$174 12/31/2023
     NWG30,857$174 12/31/2023
Financial Counselors Inc.30,692$173 12/31/2023
     NWG30,692$173 12/31/2023
Lake Street Advisors Group LLC30,195$170 12/31/2023
     NWG30,195$170 12/31/2023
CI Private Wealth LLC28,785$162 12/31/2023
     NWG28,785$162 12/31/2023
Captrust Financial Advisors27,257$153 12/31/2023
     NWG27,257$153 12/31/2023
United Capital Financial Advisers LLC26,851$151 12/31/2023
     NWG26,851$151 12/31/2023
Cerity Partners LLC26,894$151 12/31/2023
     NWG26,894$151 12/31/2023
OLD National Bancorp IN22,008$150 03/31/2024
     NWG22,008$150 03/31/2024
Quadrant Capital Group LLC25,064$141 12/31/2023
     NWG25,064$141 12/31/2023
MML Investors Services LLC24,250$137 12/31/2023
     NWG24,250$137 12/31/2023
DAVENPORT & Co LLC24,174$136 12/31/2023
     NWG24,174$136 12/31/2023
Clarius Group LLC19,658$134 03/31/2024
     NWG19,658$134 03/31/2024
Jump Financial LLC22,841$129 12/31/2023
     NWG22,841$129 12/31/2023
Park Avenue Securities LLC17,995$122 03/31/2024
     NWG17,995$122 03/31/2024
Great Lakes Advisors LLC21,685$122 12/31/2023
     NWG21,685$122 12/31/2023
Barometer Capital Management Inc.21,100$119 12/31/2023
     NWG21,100$119 12/31/2023
Forum Financial Management LP20,954$118 12/31/2023
     NWG20,954$118 12/31/2023
M&T Bank Corp20,887$117 12/31/2023
     NWG20,887$117 12/31/2023
Cetera Investment Advisers20,795$117 12/31/2023
     NWG20,795$117 12/31/2023
Franklin Resources Inc.20,662$116 12/31/2023
     NWG20,662$116 12/31/2023
Cresset Asset Management LLC20,684$116 12/31/2023
     NWG20,684$116 12/31/2023
Glenmede Trust Co. NA20,457$115 12/31/2023
     NWG20,457$115 12/31/2023
Fiera Capital Corp20,247$114 12/31/2023
     NWG20,247$114 12/31/2023
GeoWealth Management LLC20,094$113 12/31/2023
     NWG20,094$113 12/31/2023
Catalytic Wealth RIA LLC20,094$113 12/31/2023
     NWG20,094$113 12/31/2023
LPL Financial LLC19,926$112 12/31/2023
     NWG19,926$112 12/31/2023
Voloridge Investment Management LLC19,961$112 12/31/2023
     NWG19,961$112 12/31/2023
Envestnet Portfolio Solutions Inc.19,668$111 12/31/2023
     NWG19,668$111 12/31/2023
First Affirmative Financial Network15,846$108 03/31/2024
     NWG15,846$108 03/31/2024
Centiva Capital LP18,844$106 12/31/2023
     NWG18,844$106 12/31/2023
Lindbrook Capital LLC14,333$97 03/31/2024
     NWG14,333$97 03/31/2024
Pinnacle Wealth Planning Services Inc.17,047$96 12/31/2023
     NWG17,047$96 12/31/2023
MAI Capital Management16,826$95 12/31/2023
     NWG16,826$95 12/31/2023
Claro Advisors LLC13,806$94 03/31/2024
     NWG13,806$94 03/31/2024
Ronald Blue Trust Inc.15,672$91 12/31/2023
     NWG15,672$91 12/31/2023
Millennium Management LLC15,998$90 12/31/2023
     NWG15,998$90 12/31/2023
CIBC World Markets Inc.15,919$90 12/31/2023
     NWG15,919$90 12/31/2023
Prudential Financial Inc.15,830$89 12/31/2023
     NWG15,830$89 12/31/2023
CSS LLC IL15,147$85 12/31/2023
     NWG15,147$85 12/31/2023
Checchi Capital Advisers LLC11,722$80 03/31/2024
     NWG11,722$80 03/31/2024
Rhumbline Advisers13,776$78 12/31/2023
     NWG13,776$78 12/31/2023
Wiley BROS. Aintree Capital LLC11,378$77 03/31/2024
     NWG11,378$77 03/31/2024
Toronto Dominion Bank13,450$76 12/31/2023
     NWG13,450$76 12/31/2023
Ellevest Inc.13,417$76 12/31/2023
     NWG13,417$76 12/31/2023
Vicus Capital11,014$75 03/31/2024
     NWG11,014$75 03/31/2024
OneAscent Financial Services LLC11,003$75 03/31/2024
     NWG11,003$75 03/31/2024
Five Oceans Advisors10,974$75 03/31/2024
     NWG10,974$75 03/31/2024
SYSTM Wealth Solutions LLC13,006$73 12/31/2023
     NWG13,006$73 12/31/2023
D Orazio & Associates Inc.12,845$72 12/31/2023
     NWG12,845$72 12/31/2023
State Street Corp12,414$70 12/31/2023
     NWG12,414$70 12/31/2023
National Asset Management Inc.12,119$70 12/31/2023
     NWG12,119$70 12/31/2023
Moreno Evelyn V12,359$70 12/31/2023
     NWG12,359$70 12/31/2023
Engineers Gate Manager LP12,130$68 12/31/2023
     NWG12,130$68 12/31/2023
Commerce Bank11,319$64 12/31/2023
     NWG11,319$64 12/31/2023
Russell Investments Group Ltd.11,438$64 12/31/2023
     NWG11,438$64 12/31/2023
Graham Capital Management L.P.11,186$63 12/31/2023
     NWG11,186$63 12/31/2023
Smartleaf Asset Management LLC10,780$61 12/31/2023
     NWG10,780$61 12/31/2023
Atomi Financial Group Inc.10,716$60 12/31/2023
     NWG10,716$60 12/31/2023
Cetera Advisor Networks LLC10,428$59 12/31/2023
     NWG10,428$59 12/31/2023
Johnson Investment Counsel Inc.10,306$58 12/31/2023
     NWG10,306$58 12/31/2023
Allspring Global Investments Holdings LLC6,523$44 03/31/2024
     NWG6,523$44 03/31/2024
Tower Research Capital LLC TRC 7,103$40 12/31/2023
     NWG7,103$40 12/31/2023
Parallel Advisors LLC7,058$40 12/31/2023
     NWG7,058$40 12/31/2023
Citigroup Inc.6,571$37 12/31/2023
     NWG6,571$37 12/31/2023
Addison Advisors LLC6,520$37 12/31/2023
     NWG6,520$37 12/31/2023
Huntington National Bank $32 12/31/2023
     NWG5,699$32 12/31/2023
     COMMON STOCK FO1$0 12/31/2023
Paradigm Asset Management Co. LLC4,400$25 12/31/2023
     NWG4,400$25 12/31/2023
CWM LLC3,091$21 03/31/2024
     NWG3,091$21 03/31/2024
Zions Bancorporation N.A.3,733$21 12/31/2023
     NWG3,733$21 12/31/2023
GAMMA Investing LLC2,756$19 03/31/2024
     NWG2,756$19 03/31/2024
NBC Securities Inc.2,062$14 03/31/2024
     NWG2,062$14 03/31/2024
Glassman Wealth Services2,293$13 12/31/2023
     NWG2,293$13 12/31/2023
EverSource Wealth Advisors LLC2,229$13 12/31/2023
     NWG2,229$13 12/31/2023
GWM Advisors LLC1,995$11 12/31/2023
     NWG1,995$11 12/31/2023
Simplex Trading LLC $9 03/31/2024
     NWG1,432$9 03/31/2024
     Put100$0 03/31/2024
Advisory Services Network LLC1,645$9 12/31/2023
     NWG1,645$9 12/31/2023
Parkside Financial Bank & Trust1,424$8 12/31/2023
     NWG1,424$8 12/31/2023
FinTrust Capital Advisors LLC1,447$8 12/31/2023
     NWG1,447$8 12/31/2023
Accent Capital Management LLC1,230$7 12/31/2023
     NWG1,230$7 12/31/2023
BOKF NA1,080$6 12/31/2023
     NWG1,080$6 12/31/2023
Hexagon Capital Partners LLC792$5 03/31/2024
     NWG792$5 03/31/2024
Bruce G. Allen Investments LLC730$5 03/31/2024
     NWG730$5 03/31/2024
Northwestern Mutual Wealth Management Co.964$5 12/31/2023
     NWG964$5 12/31/2023
Bell Investment Advisors Inc856$5 12/31/2023
     NWG856$5 12/31/2023
Salem Investment Counselors Inc.500$4 03/31/2024
     NWG500$4 03/31/2024
Global Retirement Partners LLC531$4 03/31/2024
     NWG531$4 03/31/2024
Redmont Wealth Advisors LLC648$4 03/31/2024
     NWG648$4 03/31/2024
UMB Bank N A MO653$4 12/31/2023
     NWG653$4 12/31/2023
SRS Capital Advisors Inc.658$4 12/31/2023
     NWG658$4 12/31/2023
CVA Family Office LLC397$3 03/31/2024
     NWG397$3 03/31/2024
Jones Financial Companies Lllp527$3 12/31/2023
     NWG527$3 12/31/2023
JFS Wealth Advisors LLC597$3 12/31/2023
     NWG597$3 12/31/2023
Farther Finance Advisors LLC522$3 12/31/2023
     NWG522$3 12/31/2023
First Financialcorp IN253$2 03/31/2024
     NWG253$2 03/31/2024
Proequities Inc. $2 12/31/2023
     NWG287$2 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
GW&K Investment Management LLC398$2 12/31/2023
     NWG398$2 12/31/2023
Coppell Advisory Solutions LLC400$2 12/31/2023
     NWG400$2 12/31/2023
RFP Financial Group LLC444$2 12/31/2023
     NWG444$2 12/31/2023
Frazier Financial Advisors LLC311$2 12/31/2023
     NWG311$2 12/31/2023
Allworth Financial LP182$1 03/31/2024
     NWG182$1 03/31/2024
Activest Wealth Management153$1 03/31/2024
     NWG153$1 03/31/2024
Principal Securities Inc.245$1 12/31/2023
     NWG245$1 12/31/2023
Carolinas Wealth Consulting LLC189$1 12/31/2023
     NWG189$1 12/31/2023
Householder Group Estate & Retirement Specialist LLC120$1 12/31/2023
     NWG120$1 12/31/2023
Nomura Asset Management Co. Ltd.0$0 12/31/2023
     NWG0$0 12/31/2023
Fairfield Bush & CO.60$0 12/31/2023
     NWG60$0 12/31/2023
IFP Advisors Inc31$0 12/31/2023
     NWG31$0 12/31/2023
Susquehanna International Group LLP $-142 12/31/2023
     Put62,300$351 12/31/2023
     NWG37,130$209 12/31/2023
Optiver Holding B.V.72,900$-2,588 12/31/2023
     Put536,200$2,995 12/31/2023
     Call72,900$407 12/31/2023

See Summary: Institutional Holders of NWG
See Details: Top 10 Hedge Funds Holding NWG
Also See: NWG Holdings Changes

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