Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

NatWest Group plc

CIK 0000844150NWGRBSPF· quarter ending 2026-06-30
Shares outstanding
8,227,041,758
Held by 13F filers
198,988,385
2.4% of shares outstanding
Holders
427
+16 vs 2026-03-31 · 63 new, 47 exited
Value
$3.5B
shares -2.7% vs prior quarter

Share classes (cover page of the 20-F filed 2026-02-17, as of 2025-12-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockNWG · NYSE8,227,041,758198,988,3852.4%427639057207

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
639057207SPONS ADR427198,988,3858,227,041,7582.4%$3.5B4 call / 2 put13DGholders →
G6422B147COMnot common236,028——$319K—13DGholders →
639057108COMMON STOCK-FOnot common11——$6—prefixholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 32 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 427 · 639057207)

change vs 2026-03-31
#FilerShares% of classValueChange
1FMR LLC18,156,9320.22%$320.1M+3,587,732 (+24.6%)
2NATIXIS ADVISORS, LLC12,716,8090.15%$224.2M-99,635 (-0.8%)
3Capital International Investors12,704,9370.15%$221.7M-66,079 (-0.5%)
4BNP PARIBAS FINANCIAL MARKETS12,635,0130.15%$222.8M+12,465,356 (+7347.4%)
5JONES FINANCIAL COMPANIES LLLP12,497,5490.15%$215.2M+19,369 (+0.2%)
6MORGAN STANLEY10,176,2950.12%$179.4M+1,770,115 (+21.1%)
7BANK OF AMERICA CORP /DE/7,843,8350.10%$138.3M+895,571 (+12.9%)
8GOLDMAN SACHS GROUP INC7,313,3390.09%$128.9M+88,387 (+1.2%)
9JPMORGAN CHASE & CO6,312,7030.08%$110.2M+3,968,347 (+169.3%)
10DIMENSIONAL FUND ADVISORS LP5,011,7700.06%$88.4M+2,139 (+0.0%)
11NORTHERN TRUST CORP4,584,7370.06%$80.8M-481,198 (-9.5%)
12AMERICAN CENTURY COMPANIES INC4,242,0730.05%$74.8M+1,720,688 (+68.2%)
13TODD ASSET MANAGEMENT LLC3,897,3930.05%$68.7M-13,804 (-0.4%)
14Fisher Asset Management, LLC3,745,6600.05%$66.0M-38,738,700 (-91.2%)
15JANE STREET GROUP, LLC3,499,1960.04%$61.7M+1,288,880 (+58.3%)
16CAUSEWAY CAPITAL MANAGEMENT LLC3,487,2900.04%$61.5M+498,981 (+16.7%)
17BlackRock, Inc.3,292,8000.04%$58.1M+457,434 (+16.1%)
18BANK OF MONTREAL /CAN/3,125,5220.04%$55.1M+2,846,274 (+1019.3%)
19ROYAL BANK OF CANADA3,068,0510.04%$54.1M+153,788 (+5.3%)
20RAYMOND JAMES FINANCIAL INC2,750,9920.03%$48.5M-852,351 (-23.7%)
21TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY2,490,0800.03%$43.9M—
22ENVESTNET ASSET MANAGEMENT INC2,369,7190.03%$41.8M-811,657 (-25.5%)
23MASSACHUSETTS FINANCIAL SERVICES CO /MA/2,288,2310.03%$40.3M+40,983 (+1.8%)
24ABC ARBITRAGE SA1,859,2700.02%$32.8M+568,174 (+44.0%)
25CIBC WORLD MARKET INC.1,857,7470.02%$32.8M+50,299 (+2.8%)
26MILLENNIUM MANAGEMENT LLC1,765,7760.02%$31.1M+13,040 (+0.7%)
27WELLS FARGO & COMPANY/MN1,648,8270.02%$29.1M-716,963 (-30.3%)
28HRT FINANCIAL LP1,507,6430.02%$26.6M+1,367,647 (+976.9%)
29MARSHALL WACE, LLP1,498,0880.02%$26.4M-207,713 (-12.2%)
30O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,411,0340.02%$24.9M+77,108 (+5.8%)
31AQR CAPITAL MANAGEMENT LLC1,321,5090.02%$23.3M+199,491 (+17.8%)
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,304,6960.02%$23.0M+427,477 (+48.7%)
33BI Asset Management Fondsmaeglerselskab A/S1,235,3050.02%$21.8M+1,081,439 (+702.8%)
34Quantinno Capital Management LP1,183,7700.01%$20.9M+294,237 (+33.1%)
35UBS Group AG1,121,4430.01%$19.8M-26,899 (-2.3%)
36Qube Research & Technologies Ltd1,066,6050.01%$18.8M+706,933 (+196.5%)
37Crossmark Global Holdings, Inc.1,035,4440.01%$18.3M+760,906 (+277.2%)
38CAPTRUST FINANCIAL ADVISORS1,013,9540.01%$17.9M+721,315 (+246.5%)
39CITADEL ADVISORS LLC974,5420.01%$17.2MNEW
40Tower Research Capital LLC (TRC)814,5340.01%$14.4M+796,062 (+4309.6%)
41CHARLES SCHWAB INVESTMENT MANAGEMENT INC794,6430.01%$14.0M+151,382 (+23.5%)
42OLD MISSION CAPITAL LLC749,1830.01%$13.2M+540,949 (+259.8%)
43Schonfeld Strategic Advisors LLC709,9920.01%$12.5M+644,936 (+991.4%)
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC682,7760.01%$12.0M-362 (-0.1%)
45SEI INVESTMENTS CO587,4960.01%$10.4M+20,848 (+3.7%)
46BOOTHBAY FUND MANAGEMENT, LLC587,2930.01%$10.4MNEW
47Capricorn Fund Managers Ltd587,2900.01%$10.4MNEW
48Pathstone Holdings, LLC586,4910.01%$10.3M+5,490 (+0.9%)
49QRG CAPITAL MANAGEMENT, INC.558,0690.01%$9.8M+61,748 (+12.4%)
50Boston Partners533,4660.01%$9.4M+55,706 (+11.7%)
51Farringdon Capital, Ltd.523,9090.01%$9.2M+491,795 (+1531.4%)
52Bellars Harris Wealth Management, LLC523,9080.01%$9.2MNEW
53STIFEL FINANCIAL CORP477,0930.01%$8.4M+82,196 (+20.8%)
54Bank of New York Mellon Corp465,2080.01%$8.2M-8,549 (-1.8%)
55XTX Topco Ltd452,9290.01%$8.0M+316,044 (+230.9%)
56Point72 Asset Management, L.P.447,7200.01%$7.9M+172,147 (+62.5%)
57NewEdge Wealth, LLC435,6730.01%$7.7M+46,910 (+12.1%)
58RITHOLTZ WEALTH MANAGEMENT435,4790.01%$7.7M+14,767 (+3.5%)
59Aquatic Capital Management LLC414,3950.01%$7.3M+225,965 (+119.9%)
60NEUBERGER BERMAN GROUP LLC412,9620.01%$7.3M-153,466 (-27.1%)
61Creative Planning410,2040.00%$7.2M+133,012 (+48.0%)
62ALLIANCEBERNSTEIN L.P.402,8950.00%$6.0M-53,699 (-11.8%)
63MERCER GLOBAL ADVISORS INC /ADV362,2040.00%$6.4M-25,951 (-6.7%)
64EAGLE GLOBAL ADVISORS LLC358,1990.00%$6.3M+660 (+0.2%)
65Gradient Investments LLC349,9220.00%$6.2M+19,103 (+5.8%)
66Transmarket Holdings LP337,5070.00%$6.0MNEW
67LPL Financial LLC331,0820.00%$5.8M-147,138 (-30.8%)
68Vestmark Advisory Solutions, Inc.324,7780.00%$5.7M+26,687 (+9.0%)
69Jupiter Topco LLC308,2070.00%$5.4MNEW
70US BANCORP \DE\284,2220.00%$5.0M-78,826 (-21.7%)
71Cerity Partners LLC280,4060.00%$4.9M-44,544 (-13.7%)
72Seascape Capital Management275,4950.00%$4.9M+4,004 (+1.5%)
73CAPITAL FUND MANAGEMENT S.A.263,7310.00%$4.6M-313,024 (-54.3%)
74Ethic Inc.250,2490.00%$4.4M+14,488 (+6.1%)
75Cetera Investment Advisers245,1090.00%$4.3M-14,701 (-5.7%)
76MANNING & NAPIER ADVISORS LLC240,4200.00%$4.2M+239,877 (+44176.2%)
77Mariner, LLC236,1730.00%$4.2M-119 (-0.1%)
78FIRST TRUST ADVISORS LP234,2210.00%$4.1M-35,117 (-13.0%)
79MML INVESTORS SERVICES, LLC221,2890.00%$3.9M-89,301 (-28.8%)
80HighTower Advisors, LLC206,3540.00%$3.6M-6,932 (-3.3%)
81Bridgewater Associates, LP204,8990.00%$3.6M-24,507 (-10.7%)
82Nuveen, LLC201,4010.00%$3.6MNEW
83Orion Porfolio Solutions, LLC195,7760.00%$3.5M-201,518 (-50.7%)
84Sanctuary Advisors, LLC193,2920.00%$3.4M+16,912 (+9.6%)
85TWO SIGMA INVESTMENTS, LP190,1000.00%$3.4M-1,319 (-0.7%)
86Focus Partners Wealth189,7900.00%$3.3M+16,322 (+9.4%)
87Integrated Quantitative Investments LLC183,0560.00%$3.2M+81,921 (+81.0%)
88DV EQUITIES, LLC180,4750.00%$3.2MNEW
89Sanders Capital, LLC179,9640.00%$3.2M-5,100 (-2.8%)
90QUADRANT CAPITAL GROUP LLC179,0500.00%$3.2M+6,515 (+3.8%)
91Callan Family Office, LLC178,2890.00%$3.1M+25,337 (+16.6%)
92Vanguard Personalized Indexing Management, LLC176,1140.00%$3.1M+2,098 (+1.2%)
93Engineers Gate Manager LP175,8880.00%$3.1M+89,928 (+104.6%)
94Y-Intercept (Hong Kong) Ltd173,1460.00%$3.1MNEW
95OPPENHEIMER ASSET MANAGEMENT INC.167,6360.00%$3.0M-73,676 (-30.5%)
96TUDOR INVESTMENT CORP ET AL165,8420.00%$2.9M-110,895 (-40.1%)
97Vident Advisory, LLC142,9000.00%$2.5M-4,548 (-3.1%)
98Caprock Group, LLC140,1590.00%$2.5M-2,803 (-2.0%)
99VOLORIDGE INVESTMENT MANAGEMENT, LLC139,7820.00%$2.5M-266,741 (-65.6%)
100EVOLVE PRIVATE WEALTH, LLC139,3870.00%$2.5M-190 (-0.1%)
101Russell Investments Group, Ltd.133,8290.00%$2.4M+25,789 (+23.9%)
102OSAIC HOLDINGS, INC.132,7330.00%$2.3M+22,788 (+20.7%)
103BTC Capital Management, Inc.132,0890.00%$2.3M+4,341 (+3.4%)
104KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC120,6050.00%$2.1M+8,982 (+8.0%)
105DRW Securities, LLC119,1300.00%$2.1M+66,583 (+126.7%)
106BAROMETER CAPITAL MANAGEMENT INC.114,0000.00%$2.0M+26,500 (+30.3%)
107AMERIPRISE FINANCIAL INC110,8420.00%$2.0M+20,826 (+23.1%)
108EVERGREEN CAPITAL MANAGEMENT LLC109,4390.00%$1.9M+53,914 (+97.1%)
109HANTZ FINANCIAL SERVICES, INC.108,6850.00%$1.9M+32,139 (+42.0%)
1101832 Asset Management L.P.107,9320.00%$1.9M+15,750 (+17.1%)
111Global Retirement Partners, LLC107,7670.00%$1.9MNEW
112ASSETMARK, INC107,0130.00%$1.9M+4,572 (+4.5%)
113Campbell & CO Investment Adviser LLC106,0880.00%$1.9M-163,457 (-60.6%)
114Janney Montgomery Scott LLC105,5800.00%$1.9M-12,824 (-10.8%)
115&PARTNERS104,2120.00%$1.8M-19,108 (-15.5%)
116Atria Investments, Inc98,2320.00%$1.7M-28,367 (-22.4%)
117Entropy Technologies, LP97,5660.00%$1.7M-23,413 (-19.4%)
118PNC Financial Services Group, Inc.94,6720.00%$1.7M+510 (+0.5%)
119Corient Private Wealth LP93,1570.00%$1.6M+6,712 (+7.8%)
120Vise Technologies, Inc.91,4770.00%$1.6M+13,081 (+16.7%)
121Venturi Wealth Management, LLC88,0220.00%$1.6M-727 (-0.8%)
122PARK AVENUE SECURITIES LLC87,5650.00%$1.5M-19,629 (-18.3%)
123Laird Norton Wetherby Trust Company, LLC83,6790.00%$1.5M+3,339 (+4.2%)
124Qtron Investments LLC82,7110.00%$1.5M-12,479 (-13.1%)
125WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79,3430.00%$1.4M-465 (-0.6%)
126SIGNATUREFD, LLC79,0030.00%$1.4M+15,026 (+23.5%)
127Arax Advisory Partners78,8280.00%$1.4M+75,315 (+2143.9%)
128Advisors Asset Management, Inc.78,2220.00%$1.4M+12,262 (+18.6%)
129Compound Planning, Inc.77,4110.00%$1.4M+13,204 (+20.6%)
130Savant Capital, LLC76,6020.00%$1.3M+37,344 (+95.1%)
131IEQ CAPITAL, LLC75,8550.00%$1.3M+6,326 (+9.1%)
132Naviter Wealth, LLC72,7360.00%$1.3M+18,607 (+34.4%)
133GeoWealth Management, LLC72,0460.00%$1.3M+8,607 (+13.6%)
134Rehmann Capital Advisory Group71,8940.00%$1.3M-9,799 (-12.0%)
135GC Wealth Management RIA, LLC70,9750.00%$1.3M+9,119 (+14.7%)
136Kathmere Capital Management, LLC69,1910.00%$1.2M+4,023 (+6.2%)
137FIFTH THIRD BANCORP68,8100.00%$1.2M-8,418 (-10.9%)
138Grantham, Mayo, Van Otterloo & Co. LLC68,2260.00%$1.2MNEW
139Legacy Wealth Asset Management, LLC66,3800.00%$1.2M-1,473 (-2.2%)
140Prosperity Consulting Group, LLC65,4280.00%$1.2M-4,598 (-6.6%)
141UNITED CAPITAL FINANCIAL ADVISORS, LLC63,8030.00%$1.1M+3,376 (+5.6%)
142Capital World Investors63,1370.00%$1.1M-351 (-0.6%)
143Aaron Wealth Advisors LLC63,0310.00%$1.1M+6,622 (+11.7%)
144RHUMBLINE ADVISERS62,3250.00%$1.1M+9,113 (+17.1%)
145WINTON GROUP Ltd62,2000.00%$1.1M-148,800 (-70.5%)
146NewEdge Advisors, LLC61,6320.00%$1.1M+1,903 (+3.2%)
147Dorsey & Whitney Trust CO LLC61,3040.00%$1.1M+641 (+1.1%)
148BENJAMIN EDWARDS INC59,5150.00%$1.0M+4,606 (+8.4%)
149TRUIST FINANCIAL CORP59,1810.00%$1.0M-42,176 (-41.6%)
150OPPENHEIMER & CO INC55,5810.00%$980K-1,748 (-3.0%)
151ACADIAN ASSET MANAGEMENT LLC55,4180.00%$977K-26,543 (-32.4%)
152Sequoia Financial Advisors, LLC55,3920.00%$977K+8,906 (+19.2%)
153Baron Wealth Management LLC55,1790.00%$973K+7,121 (+14.8%)
154GUGGENHEIM CAPITAL LLC54,8460.00%$967K-2,772 (-4.8%)
155OpenArc Corporate Advisory, LLC54,1470.00%$955K+9,342 (+20.9%)
156Allspring Global Investments Holdings, LLC52,6210.00%$950K+6,200 (+13.4%)
157Jain Global LLC50,0780.00%$883KNEW
158RBF Capital, LLC50,0000.00%$882K—
159Summit Trail Advisors, LLC49,8570.00%$879K+931 (+1.9%)
160Concurrent Investment Advisors, LLC49,7810.00%$878K+13,135 (+35.8%)
161Blue Trust, Inc.49,7300.00%$877K-5,503 (-10.0%)
162CHOREO, LLC49,1620.00%$867K+4,504 (+10.1%)
163GLENMEDE TRUST CO NA49,1250.00%$866K-10,290 (-17.3%)
164M&T Bank Corp48,3290.00%$852K+6,238 (+14.8%)
165BLAIR WILLIAM & CO/IL48,0010.00%$846K+26,153 (+119.7%)
166Ballentine Partners, LLC47,9190.00%$845K+3,522 (+7.9%)
167LVW Advisors, LLC47,8570.00%$844K+10,773 (+29.1%)
168Integrated Wealth Concepts LLC47,4750.00%$837K+8,761 (+22.6%)
169Quantbot Technologies LP46,0500.00%$812K+16,718 (+57.0%)
170Smartleaf Asset Management LLC45,8270.00%$800K—
171Connor, Clark & Lunn Investment Management Ltd.44,6830.00%$788KNEW
172Bleakley Financial Group, LLC44,3550.00%$782K+8,189 (+22.6%)
173KEYBANK NATIONAL ASSOCIATION/OH43,8830.00%$774K-2,940 (-6.3%)
174Hennion & Walsh Asset Management, Inc.43,6680.00%$770K-4,119 (-8.6%)
175Goldstone Financial Group, LLC43,0140.00%$758K-3,757 (-8.0%)
176ELEVATION POINT WEALTH PARTNERS, LLC42,4540.00%$748K-1,186 (-2.7%)
177Squarepoint Ops LLC42,0860.00%$742K-5,866 (-12.2%)
178CSS LLC/IL41,4600.00%$731K—
179FLOW TRADERS U.S. LLC41,4170.00%$730KNEW
180Rockefeller Capital Management L.P.40,9840.00%$723K+1,117 (+2.8%)
181Sterling Capital Management LLC40,8400.00%$720K-370 (-0.9%)
182Merit Financial Group, LLC39,8840.00%$703K+1,182 (+3.1%)
183D'Orazio & Associates, Inc.39,6960.00%$700K+296 (+0.8%)
184DAVENPORT & Co LLC36,4130.00%$642K-3,930 (-9.7%)
185Gallacher Capital Management LLC34,7980.00%$613K-16,532 (-32.2%)
186OLD NATIONAL BANCORP /IN/33,4850.00%$590K+8,764 (+35.5%)
187Envestnet Portfolio Solutions, Inc.32,3290.00%$570K-1,565 (-4.6%)
188FCG Investment Co31,7260.00%$559KNEW
189Summit Global Investments31,2020.00%$550K-35,553 (-53.3%)
190HB Wealth Management, LLC30,8930.00%$545K+2,531 (+8.9%)
191NEW YORK STATE COMMON RETIREMENT FUND30,5860.00%$539K—
192FRANKLIN RESOURCES INC30,3320.00%$535K-2,116 (-6.5%)
193Versant Capital Management, Inc29,5090.00%$520K-1,749 (-5.6%)
194Strategic Global Advisors, LLC28,2280.00%$498K-82,375 (-74.5%)
195SAGESPRING WEALTH PARTNERS, LLC26,7350.00%$471K-809 (-2.9%)
196Farther Finance Advisors, LLC26,7140.00%$471K-3,901 (-12.7%)
197TD Waterhouse Canada Inc.26,6880.00%$480K-10 (-0.0%)
198NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO26,5730.00%$468K+2,973 (+12.6%)
199Ellevest, Inc.26,3480.00%$465K-2,318 (-8.1%)
200HUB Investment Partners, LLC25,1520.00%$443K+1,684 (+7.2%)
201SYM FINANCIAL Corp25,0920.00%$442K+1,943 (+8.4%)
202Cambridge Investment Research Advisors, Inc.24,3240.00%$428KNEW
203Pure Financial Advisors, LLC23,5930.00%$416K+7,125 (+43.3%)
204GAMMA Investing LLC23,3560.00%$412K+3,210 (+15.9%)
205SYON CAPITAL LLC23,2400.00%$410K+2,059 (+9.7%)
206Dynasty Wealth Management, LLC22,3440.00%$394K+1,178 (+5.6%)
207Hardy Reed LLC22,3210.00%$394K+33 (+0.1%)
208Sivia Capital Partners, LLC22,1630.00%$391K-23,457 (-51.4%)
209Pinnacle Wealth Planning Services, Inc.22,1340.00%$390K-1,393 (-5.9%)
210COLDSTREAM CAPITAL MANAGEMENT INC21,5780.00%$380K-12,370 (-36.4%)
211CERTIOR FINANCIAL GROUP, LLC20,9030.00%$369K+1,333 (+6.8%)
212COMMERCE BANK20,7530.00%$366K-1,400 (-6.3%)
213Ascent Group, LLC20,6760.00%$365K-1,157 (-5.3%)
214Aprio Wealth Management, LLC20,0440.00%$353K+1,314 (+7.0%)
215Mattson Financial Services, LLC19,0910.00%$340K+247 (+1.3%)
216IHT Wealth Management, LLC18,8180.00%$332K-2,245 (-10.7%)
217West Family Investments, Inc.18,7280.00%$330KNEW
218R Squared Ltd18,7270.00%$330KNEW
219Kingsview Wealth Management, LLC18,7020.00%$330K+1,866 (+11.1%)
220PRINCIPAL SECURITIES, INC.18,6200.00%$328K-3,204 (-14.7%)
221May Hill Capital, LLC17,9750.00%$317K+3,728 (+26.2%)
222Brown Financial Advisors17,5840.00%$310K-106 (-0.6%)
223Valeo Financial Advisors, LLC17,4990.00%$309K+6,110 (+53.6%)
224Larry Mathis Financial Planning, LLC17,2240.00%$304KNEW
225COMMONWEALTH EQUITY SERVICES, LLC17,0340.00%$300K-1,870 (-9.9%)
226ANCHYRA PARTNERS LLC16,9610.00%$299K+449 (+2.7%)
227WEDBUSH SECURITIES INC16,3720.00%$289K+140 (+0.9%)
228Prospera Financial Services Inc16,3430.00%$288K-48,757 (-74.9%)
229Frec Markets, Inc.16,1480.00%$285K+1,098 (+7.3%)
230XPONANCE LLC15,8490.00%$279KNEW
231Perigon Wealth Management, LLC15,6380.00%$276K+52 (+0.3%)
232OneAscent Investment Solutions LLC15,3640.00%$271KNEW
233CITIGROUP INC15,3430.00%$270K-120,721 (-88.7%)
234Parallel Advisors, LLC15,3260.00%$270K+2,173 (+16.5%)
235TRUST POINT INC.14,9900.00%$264K+824 (+5.8%)
236BALDWIN WEALTH PARTNERS LLC/MA14,8400.00%$262K-676 (-4.4%)
237GSA CAPITAL PARTNERS LLP14,7690.00%$260KNEW
238MAI Capital Management14,6180.00%$258K+12,835 (+719.9%)
239Keebeck Wealth Management14,3760.00%$253KNEW
240Clearstead Advisors, LLC14,2880.00%$252K-14,410 (-50.2%)
241PDS Planning, Inc14,2790.00%$252K+440 (+3.2%)
242Advisory Services Network, LLC14,2680.00%$252K+2,222 (+18.4%)
24355 North Private Wealth, LLC13,9270.00%$246KNEW
244Waverly Advisors, LLC13,6400.00%$240K-6,530 (-32.4%)
245JACKSON THORNTON WEALTH MANAGEMENT, LLC13,6070.00%$240K+2,717 (+24.9%)
246Apollon Wealth Management, LLC13,6010.00%$240K-845 (-5.8%)
247Beacon Pointe Advisors, LLC13,5500.00%$239K-6,627 (-32.8%)
248Diversify Advisory Services, LLC13,4940.00%$247KNEW
249DIVERSIFY WEALTH MANAGEMENT, LLC13,4940.00%$247K-15,944 (-54.2%)
250Cornerstone Select Advisors, LLC13,3950.00%$236K+537 (+4.2%)
Exited since 2026-03-31 (47 filers; largest 25 shown)
Clearbridge Investments, LLC−5,153,852
Redhawk Wealth Advisors, Inc.−165,717
Graham Capital Management, L.P.−127,139
Brooklyn Investment Group−122,451
RENAISSANCE TECHNOLOGIES LLC−121,300
Marks Group Wealth Management, Inc−69,442
Private Advisor Group, LLC−45,393
YOUSIF CAPITAL MANAGEMENT, LLC−41,075
Advisors Preferred, LLC−34,503
Impact Investors, Inc−33,146
JANUS HENDERSON GROUP PLC−29,296
OneDigital Investment Advisors LLC−27,611
Portside Wealth Group, LLC−25,992
WEALTH ALLIANCE, LLC−23,777
QP WEALTH MANAGEMENT, LLC−22,551
Thrivent Financial for Lutherans−21,780
Arlington Capital Management, Inc.−18,003
MGO ONE SEVEN LLC−17,182
Balyasny Asset Management L.P.−16,717
First Affirmative Financial Network−16,691
NORDEN GROUP LLC−16,644
Gibbs Wealth Management−16,257
Savvy Advisors, Inc.−14,065
Cresset Asset Management, LLC−13,324
BRANDES INVESTMENT PARTNERS, LP−12,878

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Massachusetts Financial Services CompanySCHEDULE 13G/A2026-05-142026-03-31368,918,1964.6%
BlackRock, Inc.SCHEDULE 13G/A2025-10-172025-09-30703,259,0828.7%
HM TreasurySCHEDULE 13D/A2025-03-142025-03-121,554,539,2084.82%
UK Government Investments LtdSCHEDULE 13D/A2025-03-142025-03-121,554,539,2084.82%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.