undamentalytics Newsletter

Natwest Group plc: which funds bought and sold

Institutions that bought and sold Natwest Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 237 institutions that filed 13F reports for both quarters added to or opened positions in Natwest Group, and 170 cut or closed them. Together they sold a net 6.3M shares, −3.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 35.6M shares (−37.7%); index fund managers were net buyers of 139K shares (+1.6%). 55 opened a new position and 40 sold out entirely.

Bought, Q2 2026 237 institutions, 55 of them new holders Sold, Q2 2026 170 institutions, 40 of them sold out
Net change, all compared −6.3M shares (−3.1%)
Net change, active managers −35.6M shares (−37.7%), 19 bought, 22 sold

Buyers versus sellers

institutions compared, 456
Active managers and hedge funds 19 bought · 22 sold · −35.6M
Index fund managers 4 bought · 1 sold · +139K
Other institutions 214 bought · 147 sold · +29.1M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
BNP Paribas Financial Markets +12.5M +7347.4% 12.6M $223M
Jpmorgan Chase & Co +4.0M +169.3% 6.3M $110M
FMR LLC Active manager +3.6M +24.6% 18.2M $320M
Bank Of Montreal +2.8M +1019.3% 3.1M $55.1M
Morgan Stanley +1.8M +21.1% 10.2M $179M
American Century Companies Inc Active manager +1.7M +68.2% 4.2M $74.8M
HRT Financial LP +1.4M +976.9% 1.5M $26.6M
Jane Street Group, LLC +1.3M +58.3% 3.5M $61.7M
Bi Asset Management Fondsmaeglerselskab A/S +1.1M +702.8% 1.2M $21.8M
Citadel Advisors LLC Hedge fund +975K New position 975K $17.2M
Bank Of America Corp +896K +12.9% 7.8M $138M
Tower Research Capital LLC (TRC) +796K +4309.6% 815K $14.4M
Crossmark Global Holdings, Inc. +761K +277.2% 1.0M $18.3M
Captrust Financial Advisors +721K +246.5% 1.0M $17.9M
Qube Research & Technologies Ltd Hedge fund +707K +196.5% 1.1M $18.8M
Schonfeld Strategic Advisors LLC Hedge fund +645K +991.4% 710K $12.5M
Boothbay Fund Management, LLC Hedge fund +587K New position 587K $10.4M
Capricorn Fund Managers Ltd +587K New position 587K $10.4M
Abc Arbitrage SA +568K +44.0% 1.9M $32.8M
Old Mission Capital LLC +541K +259.8% 749K $13.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Fisher Asset Management, LLC Active manager −38.7M −91.2% 3.7M $66M
Clearbridge Investments, LLC Active manager −5.2M Sold out 0 —
Raymond James Financial Inc −852K −23.7% 2.8M $48.5M
Envestnet Asset Management Inc −812K −25.5% 2.4M $41.8M
Wells Fargo & Company −717K −30.3% 1.6M $29.1M
Northern Trust Corp Index funds −481K −9.5% 4.6M $80.8M
Capital Fund Management S.A. Hedge fund −313K −54.3% 264K $4.6M
Voloridge Investment Management, LLC Hedge fund −267K −65.6% 140K $2.5M
Marshall Wace, LLP Hedge fund −208K −12.2% 1.5M $26.4M
Orion Porfolio Solutions, LLC −202K −50.7% 196K $3.5M
Redhawk Wealth Advisors, Inc. −166K Sold out 0 —
Campbell & Co Investment Adviser LLC −163K −60.6% 106K $1.9M
Neuberger Berman Group LLC Active manager −153K −27.1% 413K $7.3M
Winton Group Ltd Hedge fund −149K −70.5% 62K $1.1M
LPL Financial LLC −147K −30.8% 331K $5.8M
Graham Capital Management, L.P. Hedge fund −127K Sold out 0 —
Renaissance Technologies LLC Hedge fund −121K Sold out 0 —
Citigroup Inc −121K −88.7% 15K $270,497
Tudor Investment Corp Et Al Hedge fund −111K −40.1% 166K $2.9M
Natixis Advisors, LLC −100K −0.8% 12.7M $224M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Citadel Advisors LLCHedge fund 975K $17.2M
Boothbay Fund Management, LLCHedge fund 587K $10.4M
Capricorn Fund Managers Ltd 587K $10.4M
Transmarket Holdings LP 338K $6M
Nuveen, LLC 201K $3.6M
Y-Intercept (Hong Kong) Ltd 173K $3.1M
Grantham, Mayo, Van Otterloo & Co. LLCActive manager 68K $1.2M
Jain Global LLCHedge fund 50K $882,875
Connor, Clark & Lunn Investment Management Ltd. 45K $787,761
Flow Traders U.S. LLC 41K $730,000

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Clearbridge Investments, LLCActive manager 5.2M $76.8M
Redhawk Wealth Advisors, Inc. 166K $2.5M
Graham Capital Management, L.P.Hedge fund 127K $1.9M
Renaissance Technologies LLCHedge fund 121K $1.8M
Marks Group Wealth Management, Inc 69K $1M
Private Advisor Group, LLC 45K $676,351
Yousif Capital Management, LLC 41K $612,017
Advisors Preferred, LLC 35K $514,095
Impact Investors, Inc 33K $493,870
Onedigital Investment Advisors LLC 28K $411,404

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
423
Ten largest holders
52.9%
of 13F-reported shares
Index fund managers
4.5%
of 13F-reported shares
Active managers and hedge funds
29.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 19 22 4 5 −35.6M −37.7%
Index fund managers 4 1 0 0 +139K +1.6%
Other institutions 214 147 51 35 +29.1M +28.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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