L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 13 Aug 2025
Managers listing it
3
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 2 listed it in both
Shares listed
317,520
combined, among listed positions
Reported value
$4.5m
combined, at the quarter end

Among the 95 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing NWG in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

3 of 3 holders

ActionFiling
Capital Research Global Investors188,632$2.6munder 0.1%Added+4,28113 Aug 2025 (the filing on sec.gov)
Maverick Capital Ltd72,055$1.0munder 0.1%Held014 Aug 2025 (the filing on sec.gov)
Bridgewater Associates LP56,833$804kunder 0.1%Addedn.a.13 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0123Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NWG by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20222$17mn.a.n.a.
Q4 20222$13mn.a.n.a.
Q1 20231$422kn.a.n.a.
Q2 20231$295kn.a.n.a.
Q3 20231$149kn.a.n.a.
Q4 20231$219k10
Q1 20241$314k10
Q2 20241$1.1m10
Q3 20241$1.4m10
Q4 20242$1.3m11
Q1 20253$41m30
Q2 20253$4.5m20
Q3 20252$11m22
Q4 20252$15m1212
Q1 20261$3.1m159
Q2 20262$14m1113

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NWG and BAC →NWG and JPM →NWG and WFC →Choose a stock to compare with NWG →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NWG, latest filings →Back to the 13F Explorer →