Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

NATIONAL GRID PLC · SPONSORED ADR NE · quarter ended 2026-03-31 · 9 members disclosed NGG ↗
13F filers reporting this class for the quarter ended 2026-03-31
409
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$3.9B
holders whose share count rose or who opened the position (new + add), by shares
225
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
39
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of NGG ranked by reported value
#FilerReported valueSharesΔ sharesChange
1FMR LLC$479M5,658,452−735,516TRIM
2BANK OF AMERICA CORP /DE/$379M4,481,010−408,848TRIM
3MORGAN STANLEY$284M3,362,071+1,162,552ADD
4RENAISSANCE TECHNOLOGIES LLC$183M2,168,755−246,531TRIM
5FEDERATED HERMES, INC.$181M2,142,131−1,027,275TRIM
6ROYAL BANK OF CANADA$174M2,058,184−255,261TRIM
7Connor, Clark & Lunn Investment Management Ltd.$156M1,844,307+1,619,023ADD
8ENVESTNET ASSET MANAGEMENT INC$139M1,640,438−178,423TRIM
9RAYMOND JAMES FINANCIAL INC$115M1,357,833−345,871TRIM
10WELLS FARGO & COMPANY/MN$113M1,341,075−289,868TRIM
11BRANDES INVESTMENT PARTNERS, LP$111M1,312,011+531,537ADD
12BlackRock, Inc.$109M1,292,294+113,029ADD
13NORTHERN TRUST CORP$97.6M1,153,456−98,171TRIM
14BANK OF MONTREAL /CAN/$89.8M1,061,874+603,711ADD
15Standard Investments LLC$83.5M987,100−1,492,900TRIM
16DIMENSIONAL FUND ADVISORS LP$75.4M891,393+15,958ADD
17LPL Financial LLC$74.4M879,068−162,028TRIM
18Clark Capital Management Group, Inc.$72.9M862,160−58,561TRIM
19CAUSEWAY CAPITAL MANAGEMENT LLC$45.6M538,761−170,724TRIM
20MANUFACTURERS LIFE INSURANCE COMPANY, THE$37.6M444,507+3,649ADD
21D. E. Shaw & Co., Inc.$35.5M419,866+106,842ADD
22AMERICAN CENTURY COMPANIES INC$27.7M326,853+80,810ADD
23JANE STREET GROUP, LLC$27.3M322,710+322,710NEW
24STIFEL FINANCIAL CORP$25.9M306,450−51,503TRIM
25UBS Group AG$25.6M302,745+62,725ADD
26Nuveen, LLC$22.8M269,843+73,526ADD
27Quantinno Capital Management LP$22.7M268,822+58,057ADD
28CITADEL ADVISORS LLC$22.7M268,030+225,970ADD
29Qube Research & Technologies Ltd$21.6M255,475+221,773ADD
30LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$18.2M214,700−30,200TRIM
31Beck Bode, LLC$18.0M212,922+212,922NEW
32Point72 Asset Management, L.P.$16.4M194,061+161,510ADD
33CHARLES SCHWAB INVESTMENT MANAGEMENT INC$16.0M188,674+25,770ADD
34MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$15.8M186,271+48,762ADD
35HENNESSY ADVISORS INC$15.3M180,944+300ADD
36MASSACHUSETTS FINANCIAL SERVICES CO /MA/$15.3M174,885+6,400ADD
37TRUIST FINANCIAL CORP$15.2M179,141−48,562TRIM
38Guardian Partners Inc.$14.5M171,170−2,369TRIM
39Creative Planning$13.8M163,238+26,432ADD
40Invesco Ltd.$13.7M161,787−274,835TRIM
41Cetera Investment Advisers$12.8M150,752+3,029ADD
42XTX Topco Ltd$12.1M142,648+127,221ADD
43OPPENHEIMER ASSET MANAGEMENT INC.$11.4M134,707−14,251TRIM
44Clearbridge Investments, LLC$11.1M131,394−3,965TRIM
45Tidal Investments LLC$10.3M122,565+122,565NEW
46Pathstone Holdings, LLC$9.8M116,208−21,657TRIM
47SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.4M110,989+95,703ADD
48Crossmark Global Holdings, Inc.$9.4M110,948—NO PRIOR
49LMR Partners LLP$9.1M107,901+107,901NEW
50QRG CAPITAL MANAGEMENT, INC.$8.6M101,742+41,783ADD
51MML INVESTORS SERVICES, LLC$8.5M100,890−26,398TRIM
52SEI INVESTMENTS CO$8.2M97,205+6,072ADD
53COMMONWEALTH EQUITY SERVICES, LLC$7.8M92,221+1,565ADD
54M. Kulyk & Associates, LLC$7.7M91,129+4,061ADD
55MILLENNIUM MANAGEMENT LLC$7.3M85,708+68,338ADD
56Corient Private Wealth LLC$7.0M84,142−215,119TRIM
57AQR CAPITAL MANAGEMENT LLC$6.9M81,407+30,402ADD
58&PARTNERS$6.5M77,735−7,513TRIM
59CIDEL ASSET MANAGEMENT INC$6.3M74,718+3,561ADD
60O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.0M70,657+8,690ADD
61Y-Intercept (Hong Kong) Ltd$5.9M69,228+66,014ADD
62DAVENPORT & Co LLC$5.8M68,389−25,663TRIM
63Gilman Hill Asset Management, LLC$5.7M67,222+2,640ADD
64M&T BANK CORP$5.6M66,269−1,174TRIM
65Atria Investments, Inc$5.3M63,214−16,648TRIM
66Gradient Investments LLC$5.2M61,308+37,025ADD
67Sanctuary Advisors, LLC$5.0M59,068−5,671TRIM
68OSAIC HOLDINGS, INC.$5.0M58,969+17,202ADD
69Mariner, LLC$5.0M58,674+3,602ADD
70PITTENGER & ANDERSON INC$4.8M57,1450NO CHANGE
71MERCER GLOBAL ADVISORS INC /ADV$4.6M53,905+9,815ADD
72CIBC Asset Management Inc$4.5M52,906−19,154TRIM
73HighTower Advisors, LLC$4.4M52,333+2,317ADD
74Cerity Partners LLC$4.2M50,094+3,956ADD
75Aquatic Capital Management LLC$4.2M49,466+13,006ADD
76FACTORY MUTUAL INSURANCE CO$4.1M48,766−12,191TRIM
77STRATEGY ASSET MANAGERS LLC$4.0M47,549−294TRIM
78Orion Porfolio Solutions, LLC$3.9M46,527−3,308TRIM
79NATIONAL BANK OF CANADA /FI/$3.8M45,167−2,489TRIM
80Brooklyn Investment Group$3.8M44,641+16,156ADD
81Callan Family Office, LLC$3.7M43,925−2,015TRIM
82OLD MISSION CAPITAL LLC$3.6M42,039+42,039NEW
831832 Asset Management L.P.$3.5M41,573+1,996ADD
84Schonfeld Strategic Advisors LLC$3.5M41,170−72,555TRIM
85ASSETMARK, INC$3.4M40,701−11,946TRIM
86Vanguard Personalized Indexing Management, LLC$3.4M39,650−721TRIM
87Tower Research Capital LLC (TRC)$3.3M39,476+39,353ADD
88BENJAMIN EDWARDS INC$3.3M39,365+16,355ADD
89Vestmark Advisory Solutions, Inc.$3.3M38,448−10,814TRIM
90QUADRANT CAPITAL GROUP LLC$3.1M36,787+809ADD
91US BANCORP \DE\$3.0M35,378−2,833TRIM
92Farringdon Capital, Ltd.$2.8M33,526−12,557TRIM
93JCIC Asset Management Inc.$2.7M32,180+1,590ADD
94Centiva Capital, LP$2.7M31,495+31,495NEW
95Focus Partners Wealth$2.5M29,621+52ADD
96Northside Capital Management, LLC$2.4M28,635−1,694TRIM
97FULTON BANK, N.A.$2.4M28,634−11,490TRIM
98AMG National Trust Bank$2.4M27,968+347ADD
99WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M26,699−14,857TRIM
100Kestra Advisory Services, LLC$2.3M26,940−5,738TRIM
101FIRST TRUST ADVISORS LP$2.3M26,665+8,162ADD
102Perpetual Ltd$2.2M25,964−4,376TRIM
103FLPUTNAM INVESTMENT MANAGEMENT CO$2.0M23,661−203TRIM
104Raleigh Capital Management Inc.$2.0M23,593−10,334TRIM
105Vise Technologies, Inc.$2.0M25,6550NO CHANGE
106SIGNATUREFD, LLC$2.0M23,263+876ADD
107Envestnet Portfolio Solutions, Inc.$2.0M23,256−32,905TRIM
108IEQ CAPITAL, LLC$1.9M22,497+2,666ADD
109TWO SIGMA INVESTMENTS, LP$1.9M22,100−14,418TRIM
110Rockefeller Capital Management L.P.$1.8M21,343+5,177ADD
111Laird Norton Wetherby Trust Company, LLC$1.8M21,300−258TRIM
112Vident Advisory, LLC$1.8M21,163+1,126ADD
113WEALTH ALLIANCE, LLC$1.8M21,160−7,331TRIM
114UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.8M20,946+17,539ADD
115Bleakley Financial Group, LLC$1.8M20,901−463TRIM
116TD Waterhouse Canada Inc.$1.7M20,112+17,850ADD
117PRINCIPAL SECURITIES, INC.$1.7M20,598+2,267ADD
118Naviter Wealth, LLC$1.7M20,177+883ADD
119Abel Hall, LLC$1.7M19,926+3,907ADD
120First Pacific Financial$1.7M19,747+8,080ADD
121TD ASSET MANAGEMENT INC$1.7M19,567−1,341TRIM
122Verdence Capital Advisors LLC$1.7M19,504−8,012TRIM
123Sequoia Financial Advisors, LLC$1.6M19,305+474ADD
124AIGEN INVESTMENT MANAGEMENT, LP$1.6M18,376+14,794ADD
125INTRUST BANK NA$1.5M18,048−365TRIM
126DRW Securities, LLC$1.5M17,143+17,143NEW
127REGIONS FINANCIAL CORP$1.4M16,715−2,043TRIM
128CITIGROUP INC$1.4M16,524−2,142TRIM
129Retirement Planning Co of New England, Inc.$1.4M16,513+66ADD
130Lido Advisors, LLC$1.4M16,500+10,333ADD
131Engineers Gate Manager LP$1.4M16,190+16,190NEW
132Caprock Group, LLC$1.4M16,163+62ADD
133EVERGREEN CAPITAL MANAGEMENT LLC$1.3M15,521+1,429ADD
134CWM, LLC$1.3M15,106−4,077TRIM
135Qtron Investments LLC$1.3M15,016+2,074ADD
136Compound Planning, Inc.$1.3M14,947+433ADD
137HB Wealth Management, LLC$1.2M14,677+1,232ADD
138Aaron Wealth Advisors LLC$1.2M14,572+5,867ADD
139Allspring Global Investments Holdings, LLC$1.2M14,133+2,376ADD
140Private Advisor Group, LLC$1.2M14,328+928ADD
141CHOREO, LLC$1.2M14,214+100ADD
142LOM Asset Management Ltd$1.1M13,249+425ADD
143GUGGENHEIM CAPITAL LLC$1.1M12,742+1,225ADD
144Herold Advisors, Inc.$1.1M12,629+462ADD
145Concurrent Investment Advisors, LLC$1.1M12,416−1,752TRIM
146Manske Wealth Management$1.0M12,382−106TRIM
147MITCHELL & PAHL PRIVATE WEALTH, LLC$1.0M12,297+281ADD
148Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$1.0M12,141−280TRIM
149BAILARD, INC.$1.0M12,064+2,169ADD
150ROMANO BROTHERS AND COMPANY$1.0M11,9860NO CHANGE
151NewEdge Wealth, LLC$1.0M11,977−2,759TRIM
152ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.0M11,890+11,890NEW
153Hennion & Walsh Asset Management, Inc.$1.0M11,889−453TRIM
154Walleye Capital LLC$1.0M11,848+11,848NEW
155GeoWealth Management, LLC$1.0M11,832+3,051ADD
156Beacon Pointe Advisors, LLC$987K11,666+7,269ADD
157D.A. DAVIDSON & CO.$983K11,621+4,847ADD
158MGO ONE SEVEN LLC$982K11,602+1,921ADD
159Calamos Advisors LLC$980K11,588−125TRIM
160Code Waechter LLC$976K11,536−258TRIM
161Smartleaf Asset Management LLC$949K11,345+1,876ADD
162FRANKLIN RESOURCES INC$941K11,124+234ADD
163STATE STREET CORP$927K10,9530NO CHANGE
164Rehmann Capital Advisory Group$921K10,886−74TRIM
165Empowered Funds, LLC$916K10,823+10,823NEW
166GC Wealth Management RIA, LLC$906K10,709+2,282ADD
167PFG Investments, LLC$887K10,489+1,064ADD
168FOURPATH CAPITAL MANAGEMENT, LLC$882K10,423−5,140TRIM
169RITHOLTZ WEALTH MANAGEMENT$830K9,806+1,299ADD
170Stratos Wealth Partners, LTD.$822K9,721−861TRIM
171TRED AVON FAMILY WEALTH, LLC$814K9,620+165ADD
172BKM Wealth Management, LLC$812K9,600+1,956ADD
173Mystic Asset Management, Inc.$802K9,481−249TRIM
174Legacy Wealth Asset Management, LLC$789K9,321+139ADD
175Prospera Financial Services Inc$785K9,282+5,390ADD
176ELEVATION POINT WEALTH PARTNERS, LLC$781K9,232+2,770ADD
177B. Riley Wealth Advisors, Inc.$776K9,278−1,390TRIM
178CIBC Bancorp USA Inc.$775K8,666—NO PRIOR
179AE Wealth Management LLC$761K8,997−1,783TRIM
180Snowden Capital Advisors LLC$761K8,992+711ADD
181Barry Investment Advisors, LLC$748K8,845−27TRIM
182Summit Trail Advisors, LLC$746K8,823+8,823NEW
183World Investment Advisors$741K8,754−1,198TRIM
184Cape Investment Advisory, Inc.$725K8,569−245TRIM
185LIBERTY ONE INVESTMENT MANAGEMENT, LLC$725K8,566+864ADD
186TWO SIGMA SECURITIES, LLC$722K8,531+8,531NEW
187NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$713K8,426+1,395ADD
188Aberdeen Group plc$694K8,2000NO CHANGE
189STEPHENS INC /AR/$678K8,012−2,353TRIM
190Blue Trust, Inc.$674K7,962−344TRIM
191Optas, LLC$672K7,941−798TRIM
192Quantum Private Wealth, LLC$665K7,865−218TRIM
193PROFUND ADVISORS LLC$657K7,768−1,209TRIM
194Gateway Wealth Partners, LLC$657K7,768+7,768NEW
195OPPENHEIMER & CO INC$654K7,728−1,074TRIM
196Ballentine Partners, LLC$647K7,652+700ADD
197UNITED CAPITAL FINANCIAL ADVISORS, LLC$639K7,559+7,559NEW
198Keudell/Morrison Wealth Management$633K7,483−1,567TRIM
199Merit Financial Group, LLC$626K7,404+211ADD
200BLAIR WILLIAM & CO/IL$623K7,359+253ADD
201Future Fund LLC$617K7,299+47ADD
202SAGESPRING WEALTH PARTNERS, LLC$593K7,012−118TRIM
203COLDSTREAM CAPITAL MANAGEMENT INC$591K6,980−899TRIM
204HBK Sorce Advisory LLC$584K6,718−235TRIM
205Hilltop Holdings Inc.$569K6,723−2,166TRIM
206NewEdge Advisors, LLC$568K6,713+6,713NEW
207GUARDIAN CAPITAL LP$564K6,667+855ADD
208LEVEL FOUR ADVISORY SERVICES, LLC$557K6,583+477ADD
209Savvy Advisors, Inc.$554K6,554+359ADD
210Dynamic Technology Lab Private Ltd$544K6,427+6,427NEW
211Perigon Wealth Management, LLC$531K6,273+277ADD
212Transamerica Financial Advisors, LLC$527K6,229+2,430ADD
213Gallacher Capital Management LLC$526K6,221−967TRIM
214Lantz Financial LLC$524K6,190−1,785TRIM
215Moors & Cabot, Inc.$516K6,100−111TRIM
216Dorsey & Whitney Trust CO LLC$515K6,087+540ADD
217GQG Partners LLC$500K5,9140NO CHANGE
218Beverly Hills Private Wealth, LLC$495K5,848−261TRIM
219Samalin Investment Counsel, LLC$491K5,803−21TRIM
220Allworth Financial LP$490K5,793+996ADD
221Joel Isaacson & Co., LLC$485K5,7340NO CHANGE
222Cordatus Wealth Management LLC$482K5,700+5,700NEW
223Pinnacle Wealth Planning Services, Inc.$453K5,358−1,122TRIM
224WINTON GROUP Ltd$448K5,300+5,300NEW
225Waverly Advisors, LLC$446K5,271+73ADD
226COMMERCE BANK$443K5,233+142ADD
227RFG Advisory, LLC$436K5,158+73ADD
228Pure Financial Advisors, LLC$428K5,055+1,223ADD
229TODD ASSET MANAGEMENT LLC$427K5,042+48ADD
230Arax Advisory Partners$418K4,947−789TRIM
231Gallagher Fiduciary Advisors, LLC$408K4,818−1,114TRIM
232Independent Advisor Alliance$406K4,803+194ADD
233SAGE RHINO CAPITAL LLC$404K4,773+47ADD
234Savant Capital, LLC$401K4,735+989ADD
235BROWN, LISLE/CUMMINGS, INC.$394K4,655−296TRIM
236May Hill Capital, LLC$391K4,621−3,189TRIM
237Steward Partners Investment Advisory, LLC$390K4,612−105TRIM
238KEYNOTE FINANCIAL SERVICES LLC$388K4,5900NO CHANGE
239DIVERSIFY WEALTH MANAGEMENT, LLC$382K4,438+4,438NEW
240DEUTSCHE BANK AG\$381K4,499+2,269ADD
241LAUREL OAK WEALTH MANAGEMENT, LLC$376K4,445−1,403TRIM
242MONEY CONCEPTS CAPITAL CORP$376K4,442+739ADD
243Frec Markets, Inc.$374K4,420+919ADD
244Dynasty Wealth Management, LLC$364K4,302+228ADD
245Kathmere Capital Management, LLC$361K4,264+1,388ADD
246Summit Financial, LLC$361K4,262+827ADD
247American Trust Investment Advisors, LLC$358K4,227−945TRIM
248Grove Bank & Trust$358K4,227−262TRIM
249LGT Group Foundation$356K4,209+717ADD
250Formidable Asset Management, LLC$356K4,5980NO CHANGE
251PDS Planning, Inc$352K4,161+233ADD
252Checchi Capital Advisers, LLC$350K4,133+84ADD
253Storgate, LLC$346K4,084+132ADD
254JOHNSON INVESTMENT COUNSEL INC$341K4,031−1,597TRIM
255Mayflower Financial Advisors, LLC$339K4,007−52TRIM
256JOURNEY STRATEGIC WEALTH LLC$332K3,921−135TRIM
257Sowell Financial Services LLC$327K3,862+421ADD
258Gotham Asset Management, LLC$324K3,827+3,827NEW
259Sunpointe, LLC$324K3,824−1,358TRIM
260KESTRA PRIVATE WEALTH SERVICES, LLC$323K3,821+574ADD
261Frank, Rimerman Advisors LLC$322K3,802+109ADD
262Advisors Asset Management, Inc.$321K3,793−1,824TRIM
263Jain Global LLC$312K3,686+3,686NEW
264180 WEALTH ADVISORS, LLC$309K3,655−50TRIM
265Advyzon Investment Management, LLC$303K3,583+3,583NEW
266FIFTH THIRD BANCORP$296K3,502−1,768TRIM
267Net Worth Advisory Group$292K3,452+6ADD
268FOCUSED ALPHA, LLC$292K3,450+549ADD
269Mattson Financial Services, LLC$286K3,379+3,379NEW
270EP Wealth Advisors, LLC$286K3,376−853TRIM
271Modern Wealth Management, LLC$285K3,281+3,281NEW
272HSBC HOLDINGS PLC$283K3,347−4,541TRIM
273Texas Yale Capital Corp.$281K3,325+150ADD
274ATLANTIC FAMILY WEALTH, LLC$281K3,318−1,704TRIM
275Ameritas Advisory Services, LLC$279K3,299−396TRIM
276DAYMARK WEALTH PARTNERS, LLC$279K3,294−802TRIM
277Aprio Wealth Management, LLC$276K3,259+3,259NEW
278Brown Financial Advisors$273K3,230+3,230NEW
279Cresset Asset Management, LLC$273K3,222+3,222NEW
280High Net Worth Advisory Group LLC$271K3,2090NO CHANGE
281LongView Wealth Management$271K3,047−485TRIM
282Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$270K3,189+3,189NEW
283Focus Partners Advisor Solutions, LLC$269K3,182+575ADD
284Walkner Condon Financial Advisors LLC$265K3,138+3,138NEW
285IFS Group,LLC$265K3,131—NO PRIOR
286Wedmont Private Capital$264K2,931+101ADD
287Bridgefront Capital, LLC$263K3,114+3,114NEW
288Csenge Advisory Group$258K3,050−114TRIM
289Elequin Capital, LP$256K3,021+3,021NEW
290Frisch Financial Group, Inc.$254K3,0040NO CHANGE
291Brucke Financial, Inc.$253K2,992−2,400TRIM
292ANCHYRA PARTNERS LLC$252K2,984+229ADD
293Keel Point, LLC$249K2,945−237TRIM
294ALLIANCEBERNSTEIN L.P.$245K3,172+3,172NEW
295GENESIS PRIVATE WEALTH, LLC$245K2,898−1,372TRIM
296Capital Investment Advisory Services, LLC$244K2,879+2,879NEW
297OneAscent Financial Services LLC$237K2,807+2,807NEW
298LAFFER TENGLER INVESTMENTS, INC.$236K2,789+2,789NEW
299HM PAYSON & CO$235K2,7810NO CHANGE
300Wilmington Savings Fund Society, FSB$232K2,745+32ADD
301Resonant Capital Advisors, LLC$227K2,685+2,685NEW
302Equitable Holdings, Inc.$225K2,660+2,660NEW
303Bridgewater Advisors Inc.$224K2,579+35ADD
304BROWN ADVISORY INC$220K2,601+2,601NEW
305PURSUIT WEALTH STRATEGIES, LLC$220K2,601—NO PRIOR
306Scientech Research LLC$220K2,599+2,599NEW
307PRIMORIS WEALTH ADVISORS, LLC$218K2,572+2,572NEW
308Phillips Wealth Planners LLC$217K2,487−1,302TRIM
309AXQ CAPITAL, LP$217K2,562+2,562NEW
310Essex Financial Services, Inc.$217K2,561−144TRIM
311Composition Wealth, LLC$209K2,470+2,470NEW
312Emerald Advisors, LLC$209K2,465+2,465NEW
313GREENWOOD GEARHART LLC$204K2,411+2,411NEW
314Cromwell Holdings LLC$195K2,310+373ADD
315NATIXIS ADVISORS, LLC$192K2,267,465+80,107ADD
316Hilltop National Bank$186K2,197+127ADD
317Hartford Financial Management Inc.$169K2,0000NO CHANGE
318MAI Capital Management$154K1,821+291ADD
319MONTAG A & ASSOCIATES INC$128K1,515+42ADD
320ARMSTRONG ADVISORY GROUP, INC$123K1,457+4ADD
321BARRETT & COMPANY, INC.$103K1,2230NO CHANGE
322Asset Dedication, LLC$102K1,203+855ADD
323Truvestments Capital LLC$93.4K1,1040NO CHANGE
324Addison Advisors LLC$83.5K987+4ADD
325Owl Creek Wealth Partners LLC$82.2K972—NO PRIOR
326CENTRAL TRUST Co$77.8K920−11TRIM
327Larson Financial Group LLC$76.6K905+145ADD
328Godfrey Financial Associates, Inc.$66.0K7800NO CHANGE
329Medallion Wealth Advisors, LLC$59.6K704—NO PRIOR
330Clearstead Advisors, LLC$58.7K6940NO CHANGE
331MATHER GROUP, LLC.$49.5K585+585NEW
332SHP Wealth Management$46.5K549+29ADD
333Annis Gardner Whiting Capital Advisors, LLC$46.4K5490NO CHANGE
334Parkside Financial Bank & Trust$41.7K493+4ADD
335Glen Eagle Advisors, LLC$36.8K435−29TRIM
336EASTERN BANK$36.1K427−757TRIM
337True Wealth Design, LLC$34.9K413+117ADD
338Geneos Wealth Management Inc.$34.2K404−57TRIM
339UMB Bank, n.a.$33.8K3990NO CHANGE
340Measured Wealth Private Client Group, LLC$33.2K3920NO CHANGE
341FINANCIAL CONSULATE, INC$30.0K355+89ADD
342Destiny Wealth Partners, LLC$29.8K352+352NEW
343Signature Equity Partners, LLC$29.7K351+351NEW
344Federation des caisses Desjardins du Quebec$26.7K316+34ADD
345Richard W. Paul & Associates, LLC$22.3K263−122TRIM
346Avalon Trust Co$21.6K2550NO CHANGE
347Triumph Capital Management$21.0K248+35ADD
348JFS WEALTH ADVISORS, LLC$19.4K229+2ADD
349Caldwell Trust Co$19.4K2290NO CHANGE
350Citizens National Bank Trust Department$18.5K2190NO CHANGE
351Purpose Unlimited Inc.$18.4K217+217NEW
352Physician Wealth Advisors, Inc.$18.3K216+9ADD
353Atlantic Union Bankshares Corp$16.9K2000NO CHANGE
354AlphaCore Capital LLC$16.1K190−6,377TRIM
355GABLES CAPITAL MANAGEMENT INC.$15.5K1830NO CHANGE
356Spire Wealth Management$15.4K182−33TRIM
357SALEM INVESTMENT COUNSELORS INC$14.6K172+172NEW
358SJS Investment Consulting Inc.$13.4K158+24ADD
359Elevated Capital Advisors, LLC$12.2K144−30TRIM
360COUNTRY TRUST BANK$11.7K1380NO CHANGE
361HRT FINANCIAL LP$11.6K137,195+61,645ADD
362Activest Wealth Management$11.0K130+2ADD
363Quest 10 Wealth Builders, Inc.$10.8K128−7TRIM
364WPG Advisers, LLC$10.7K126−11TRIM
365WealthCollab, LLC$9.2K1090NO CHANGE
366Bangor Savings Bank$8.5K100−176TRIM
367Coastline Trust Co$7.7K910NO CHANGE
368New England Capital Financial Advisors LLC$7.7K910NO CHANGE
369Financial Network Wealth Advisors LLC$7.7K91—NO PRIOR
370Retirement Wealth Solutions LLC$7.3K86+79ADD
371Bravera Wealth$6.6K78—NO PRIOR
372Harbor Asset Planning, Inc.$6.4K760NO CHANGE
373Bell Investment Advisors, Inc$5.4K64+14ADD
374JPL Wealth Management, LLC$4.6K54+54NEW
375PARK AVENUE SECURITIES LLC$4.3K51,243+51,243NEW
376Acumen Wealth Advisors, LLC$4.1K490NO CHANGE
377Intentional Wealth Strategies, LLC$4.0K47—NO PRIOR
378American Capital Advisory, LLC$3.9K46+30ADD
379EFG International AG$3.6K42+42NEW
380MV CAPITAL MANAGEMENT, INC.$3.5K41+30ADD
381JNBA Financial Advisors$3.3K390NO CHANGE
382DecisionPoint Financial, LLC$3.2K38−64TRIM
383Key FInancial Inc$3.0K36−14TRIM
384Financial Perspectives, Inc$2.9K340NO CHANGE
385Kilter Group LLC$2.9K34+1ADD
386CVA Family Office, LLC$2.9K340NO CHANGE
387Cassaday & Co Wealth Management LLC$2.4K28+28NEW
388Bollard Group LLC$2.2K26,342+3,387ADD
389MBM WEALTH CONSULTANTS, LLC$2.0K24+24NEW
390Burk Holdings LLC$2.0K24+24NEW
391GHP Investment Advisors, Inc.$1.6K19+19NEW
392Bayforest Capital Ltd$1.4K17−97TRIM
393Dogwood Wealth Management LLC$1.4K17+17NEW
394TOTH FINANCIAL ADVISORY CORP$1.4K160NO CHANGE
395Summit Global Investments$1.3K15,678−15,946TRIM
396ADVISORS MANAGEMENT GROUP INC /ADV$1.2K14,673+380ADD
397Caitong International Asset Management Co., Ltd$1.0K12−694TRIM
398Virtu Financial LLC$99411,748+11,748NEW
399NATURAL INVESTMENTS, LLC$98211,6170NO CHANGE
400CALDWELL SUTTER CAPITAL, INC.$846100NO CHANGE
401MidFirst Bank$7619+9NEW
402Abound Wealth Management$67780NO CHANGE
403GSA CAPITAL PARTNERS LLP$5696,722+2,127ADD
404Frazier Financial Advisors, LLC$3394+4NEW
405THRIVENT FINANCIAL FOR LUTHERANS$3333,962−267TRIM
406Avion Wealth$62736+736NEW
407Capital Analysts, LLC$30359+9ADD
408Smithfield Trust Co$192220NO CHANGE
409NOMURA ASSET MANAGEMENT CO LTD$000NO CHANGE
410GLENMEDE TRUST CO NA——−8,565EXIT
411HARBOUR INVESTMENTS, INC.——−2,007EXIT
412GROUP ONE TRADING LLC——−1,620EXIT
413BURNEY CO/——−10,164EXIT
414BALYASNY ASSET MANAGEMENT L.P.——−8,316EXIT
415CIBC Private Wealth Group LLC——−10,229EXIT
416Walleye Trading LLC——−4,579EXIT
417PEAK6 LLC——−2,538EXIT
418J.W. COLE ADVISORS, INC.——−8,395EXIT
419Mitsubishi UFJ Trust & Banking Corp——−785EXIT
420TWO SIGMA ADVISERS, LP——−13,300EXIT
421Leonteq Securities AG——−7,000EXIT
422Litman Gregory Wealth Management LLC——−250EXIT
423Capital International Investors——−6,622EXIT
424Meridian Wealth Management, LLC——−4,903EXIT
425McIlrath & Eck, LLC——−456EXIT
426Garner Asset Management Corp——−649EXIT
427Lester Murray Antman dba SimplyRich——−13,763EXIT
428Investors Research Corp——−4,227EXIT
429Global Retirement Partners, LLC——−9,616EXIT
430Lloyd Advisory Services, LLC.——−3,058EXIT
431N.E.W. Advisory Services LLC——−69EXIT
432Concord Wealth Partners——−2,132EXIT
433Navis Wealth Advisors, LLC——−4,170EXIT
434Optiver Holding B.V.——−16,603EXIT
435TUCKER ASSET MANAGEMENT LLC——−17EXIT
436NFSG Corp——0EXIT
437R Squared Ltd——−3,137EXIT
438POM Investment Strategies, LLC——−50EXIT
439O'ROURKE & COMPANY, Inc——−5,433EXIT
440SageView Advisory Group, LLC——−237EXIT
441Carr Financial Group Corp——−5,245EXIT
442Dunhill Financial, LLC——−229EXIT
443New Republic Capital, LLC——−2,948EXIT
444EntryPoint Capital, LLC——−3,631EXIT
445Sivia Capital Partners, LLC——−3,349EXIT
446Diversify Advisory Services, LLC——−2,642EXIT
447J.M. Arbour, LLC——−2,771EXIT
448SG Trading Solutions, LLC——−12,920EXIT
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · NGG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $324K held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · NATIONAL GRID PLC

Merged timeline of congressional filings and notable-manager moves on NGG
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FNEW+3,827 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed NGG — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).