Who holds NGGticker 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 ↗

409

holders13F filers reporting this class for the quarter ended 2026-03-31

$3.9B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

225

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$479M	5,658,452	−735,516	trim
2	BANK OF AMERICA CORP /DE/	$379M	4,481,010	−408,848	trim
3	MORGAN STANLEY	$284M	3,362,071	+1,162,552	add
4	RENAISSANCE TECHNOLOGIES LLC	$183M	2,168,755	−246,531	trim
5	FEDERATED HERMES, INC.	$181M	2,142,131	−1,027,275	trim
6	ROYAL BANK OF CANADA	$174M	2,058,184	−255,261	trim
7	Connor, Clark & Lunn Investment Management Ltd.	$156M	1,844,307	+1,619,023	add
8	ENVESTNET ASSET MANAGEMENT INC	$139M	1,640,438	−178,423	trim
9	RAYMOND JAMES FINANCIAL INC	$115M	1,357,833	−345,871	trim
10	WELLS FARGO & COMPANY/MN	$113M	1,341,075	−289,868	trim
11	BRANDES INVESTMENT PARTNERS, LP	$111M	1,312,011	+531,537	add
12	BlackRock, Inc.	$109M	1,292,294	+113,029	add
13	NORTHERN TRUST CORP	$97.6M	1,153,456	−98,171	trim
14	BANK OF MONTREAL /CAN/	$89.8M	1,061,874	+603,711	add
15	Standard Investments LLC	$83.5M	987,100	−1,492,900	trim
16	DIMENSIONAL FUND ADVISORS LP	$75.4M	891,393	+15,958	add
17	LPL Financial LLC	$74.4M	879,068	−162,028	trim
18	Clark Capital Management Group, Inc.	$72.9M	862,160	−58,561	trim
19	CAUSEWAY CAPITAL MANAGEMENT LLC	$45.6M	538,761	−170,724	trim
20	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$37.6M	444,507	+3,649	add
21	D. E. Shaw & Co., Inc.	$35.5M	419,866	+106,842	add
22	AMERICAN CENTURY COMPANIES INC	$27.7M	326,853	+80,810	add
23	JANE STREET GROUP, LLC	$27.3M	322,710	+322,710	new
24	STIFEL FINANCIAL CORP	$25.9M	306,450	−51,503	trim
25	UBS Group AG	$25.6M	302,745	+62,725	add
26	Nuveen, LLC	$22.8M	269,843	+73,526	add
27	Quantinno Capital Management LP	$22.7M	268,822	+58,057	add
28	CITADEL ADVISORS LLC	$22.7M	268,030	+225,970	add
29	Qube Research & Technologies Ltd	$21.6M	255,475	+221,773	add
30	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$18.2M	214,700	−30,200	trim
31	Beck Bode, LLC	$18.0M	212,922	+212,922	new
32	Point72 Asset Management, L.P.	$16.4M	194,061	+161,510	add
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$16.0M	188,674	+25,770	add
34	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$15.8M	186,271	+48,762	add
35	HENNESSY ADVISORS INC	$15.3M	180,944	+300	add
36	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$15.3M	174,885	+6,400	add
37	TRUIST FINANCIAL CORP	$15.2M	179,141	−48,562	trim
38	Guardian Partners Inc.	$14.5M	171,170	−2,369	trim
39	Creative Planning	$13.8M	163,238	+26,432	add
40	Invesco Ltd.	$13.7M	161,787	−274,835	trim
41	Cetera Investment Advisers	$12.8M	150,752	+3,029	add
42	XTX Topco Ltd	$12.1M	142,648	+127,221	add
43	OPPENHEIMER ASSET MANAGEMENT INC.	$11.4M	134,707	−14,251	trim
44	Clearbridge Investments, LLC	$11.1M	131,394	−3,965	trim
45	Tidal Investments LLC	$10.3M	122,565	+122,565	new
46	Pathstone Holdings, LLC	$9.8M	116,208	−21,657	trim
47	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.4M	110,989	+95,703	add
48	Crossmark Global Holdings, Inc.	$9.4M	110,948	—	no prior
49	LMR Partners LLP	$9.1M	107,901	+107,901	new
50	QRG CAPITAL MANAGEMENT, INC.	$8.6M	101,742	+41,783	add
51	MML INVESTORS SERVICES, LLC	$8.5M	100,890	−26,398	trim
52	SEI INVESTMENTS CO	$8.2M	97,205	+6,072	add
53	COMMONWEALTH EQUITY SERVICES, LLC	$7.8M	92,221	+1,565	add
54	M. Kulyk & Associates, LLC	$7.7M	91,129	+4,061	add
55	MILLENNIUM MANAGEMENT LLC	$7.3M	85,708	+68,338	add
56	Corient Private Wealth LLC	$7.0M	84,142	−215,119	trim
57	AQR CAPITAL MANAGEMENT LLC	$6.9M	81,407	+30,402	add
58	&PARTNERS	$6.5M	77,735	−7,513	trim
59	CIDEL ASSET MANAGEMENT INC	$6.3M	74,718	+3,561	add
60	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$6.0M	70,657	+8,690	add
61	Y-Intercept (Hong Kong) Ltd	$5.9M	69,228	+66,014	add
62	DAVENPORT & Co LLC	$5.8M	68,389	−25,663	trim
63	Gilman Hill Asset Management, LLC	$5.7M	67,222	+2,640	add
64	M&T BANK CORP	$5.6M	66,269	−1,174	trim
65	Atria Investments, Inc	$5.3M	63,214	−16,648	trim
66	Gradient Investments LLC	$5.2M	61,308	+37,025	add
67	Sanctuary Advisors, LLC	$5.0M	59,068	−5,671	trim
68	OSAIC HOLDINGS, INC.	$5.0M	58,969	+17,202	add
69	Mariner, LLC	$5.0M	58,674	+3,602	add
70	PITTENGER & ANDERSON INC	$4.8M	57,145	0	no change
71	MERCER GLOBAL ADVISORS INC /ADV	$4.6M	53,905	+9,815	add
72	CIBC Asset Management Inc	$4.5M	52,906	−19,154	trim
73	HighTower Advisors, LLC	$4.4M	52,333	+2,317	add
74	Cerity Partners LLC	$4.2M	50,094	+3,956	add
75	Aquatic Capital Management LLC	$4.2M	49,466	+13,006	add
76	FACTORY MUTUAL INSURANCE CO	$4.1M	48,766	−12,191	trim
77	STRATEGY ASSET MANAGERS LLC	$4.0M	47,549	−294	trim
78	Orion Porfolio Solutions, LLC	$3.9M	46,527	−3,308	trim
79	NATIONAL BANK OF CANADA /FI/	$3.8M	45,167	−2,489	trim
80	Brooklyn Investment Group	$3.8M	44,641	+16,156	add
81	Callan Family Office, LLC	$3.7M	43,925	−2,015	trim
82	OLD MISSION CAPITAL LLC	$3.6M	42,039	+42,039	new
83	1832 Asset Management L.P.	$3.5M	41,573	+1,996	add
84	Schonfeld Strategic Advisors LLC	$3.5M	41,170	−72,555	trim
85	ASSETMARK, INC	$3.4M	40,701	−11,946	trim
86	Vanguard Personalized Indexing Management, LLC	$3.4M	39,650	−721	trim
87	Tower Research Capital LLC (TRC)	$3.3M	39,476	+39,353	add
88	BENJAMIN EDWARDS INC	$3.3M	39,365	+16,355	add
89	Vestmark Advisory Solutions, Inc.	$3.3M	38,448	−10,814	trim
90	QUADRANT CAPITAL GROUP LLC	$3.1M	36,787	+809	add
91	US BANCORP \DE\	$3.0M	35,378	−2,833	trim
92	Farringdon Capital, Ltd.	$2.8M	33,526	−12,557	trim
93	JCIC Asset Management Inc.	$2.7M	32,180	+1,590	add
94	Centiva Capital, LP	$2.7M	31,495	+31,495	new
95	Focus Partners Wealth	$2.5M	29,621	+52	add
96	Northside Capital Management, LLC	$2.4M	28,635	−1,694	trim
97	FULTON BANK, N.A.	$2.4M	28,634	−11,490	trim
98	AMG National Trust Bank	$2.4M	27,968	+347	add
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.3M	26,699	−14,857	trim
100	Kestra Advisory Services, LLC	$2.3M	26,940	−5,738	trim
101	FIRST TRUST ADVISORS LP	$2.3M	26,665	+8,162	add
102	Perpetual Ltd	$2.2M	25,964	−4,376	trim
103	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.0M	23,661	−203	trim
104	Raleigh Capital Management Inc.	$2.0M	23,593	−10,334	trim
105	Vise Technologies, Inc.	$2.0M	25,655	0	no change
106	SIGNATUREFD, LLC	$2.0M	23,263	+876	add
107	Envestnet Portfolio Solutions, Inc.	$2.0M	23,256	−32,905	trim
108	IEQ CAPITAL, LLC	$1.9M	22,497	+2,666	add
109	TWO SIGMA INVESTMENTS, LP	$1.9M	22,100	−14,418	trim
110	Rockefeller Capital Management L.P.	$1.8M	21,343	+5,177	add
111	Laird Norton Wetherby Trust Company, LLC	$1.8M	21,300	−258	trim
112	Vident Advisory, LLC	$1.8M	21,163	+1,126	add
113	WEALTH ALLIANCE, LLC	$1.8M	21,160	−7,331	trim
114	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.8M	20,946	+17,539	add
115	Bleakley Financial Group, LLC	$1.8M	20,901	−463	trim
116	TD Waterhouse Canada Inc.	$1.7M	20,112	+17,850	add
117	PRINCIPAL SECURITIES, INC.	$1.7M	20,598	+2,267	add
118	Naviter Wealth, LLC	$1.7M	20,177	+883	add
119	Abel Hall, LLC	$1.7M	19,926	+3,907	add
120	First Pacific Financial	$1.7M	19,747	+8,080	add
121	TD ASSET MANAGEMENT INC	$1.7M	19,567	−1,341	trim
122	Verdence Capital Advisors LLC	$1.7M	19,504	−8,012	trim
123	Sequoia Financial Advisors, LLC	$1.6M	19,305	+474	add
124	AIGEN INVESTMENT MANAGEMENT, LP	$1.6M	18,376	+14,794	add
125	INTRUST BANK NA	$1.5M	18,048	−365	trim
126	DRW Securities, LLC	$1.5M	17,143	+17,143	new
127	REGIONS FINANCIAL CORP	$1.4M	16,715	−2,043	trim
128	CITIGROUP INC	$1.4M	16,524	−2,142	trim
129	Retirement Planning Co of New England, Inc.	$1.4M	16,513	+66	add
130	Lido Advisors, LLC	$1.4M	16,500	+10,333	add
131	Engineers Gate Manager LP	$1.4M	16,190	+16,190	new
132	Caprock Group, LLC	$1.4M	16,163	+62	add
133	EVERGREEN CAPITAL MANAGEMENT LLC	$1.3M	15,521	+1,429	add
134	CWM, LLC	$1.3M	15,106	−4,077	trim
135	Qtron Investments LLC	$1.3M	15,016	+2,074	add
136	Compound Planning, Inc.	$1.3M	14,947	+433	add
137	HB Wealth Management, LLC	$1.2M	14,677	+1,232	add
138	Aaron Wealth Advisors LLC	$1.2M	14,572	+5,867	add
139	Allspring Global Investments Holdings, LLC	$1.2M	14,133	+2,376	add
140	Private Advisor Group, LLC	$1.2M	14,328	+928	add
141	CHOREO, LLC	$1.2M	14,214	+100	add
142	LOM Asset Management Ltd	$1.1M	13,249	+425	add
143	GUGGENHEIM CAPITAL LLC	$1.1M	12,742	+1,225	add
144	Herold Advisors, Inc.	$1.1M	12,629	+462	add
145	Concurrent Investment Advisors, LLC	$1.1M	12,416	−1,752	trim
146	Manske Wealth Management	$1.0M	12,382	−106	trim
147	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.0M	12,297	+281	add
148	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$1.0M	12,141	−280	trim
149	BAILARD, INC.	$1.0M	12,064	+2,169	add
150	ROMANO BROTHERS AND COMPANY	$1.0M	11,986	0	no change
151	NewEdge Wealth, LLC	$1.0M	11,977	−2,759	trim
152	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.0M	11,890	+11,890	new
153	Hennion & Walsh Asset Management, Inc.	$1.0M	11,889	−453	trim
154	Walleye Capital LLC	$1.0M	11,848	+11,848	new
155	GeoWealth Management, LLC	$1.0M	11,832	+3,051	add
156	Beacon Pointe Advisors, LLC	$987K	11,666	+7,269	add
157	D.A. DAVIDSON & CO.	$983K	11,621	+4,847	add
158	MGO ONE SEVEN LLC	$982K	11,602	+1,921	add
159	Calamos Advisors LLC	$980K	11,588	−125	trim
160	Code Waechter LLC	$976K	11,536	−258	trim
161	Smartleaf Asset Management LLC	$949K	11,345	+1,876	add
162	FRANKLIN RESOURCES INC	$941K	11,124	+234	add
163	STATE STREET CORP	$927K	10,953	0	no change
164	Rehmann Capital Advisory Group	$921K	10,886	−74	trim
165	Empowered Funds, LLC	$916K	10,823	+10,823	new
166	GC Wealth Management RIA, LLC	$906K	10,709	+2,282	add
167	PFG Investments, LLC	$887K	10,489	+1,064	add
168	FOURPATH CAPITAL MANAGEMENT, LLC	$882K	10,423	−5,140	trim
169	RITHOLTZ WEALTH MANAGEMENT	$830K	9,806	+1,299	add
170	Stratos Wealth Partners, LTD.	$822K	9,721	−861	trim
171	TRED AVON FAMILY WEALTH, LLC	$814K	9,620	+165	add
172	BKM Wealth Management, LLC	$812K	9,600	+1,956	add
173	Mystic Asset Management, Inc.	$802K	9,481	−249	trim
174	Legacy Wealth Asset Management, LLC	$789K	9,321	+139	add
175	Prospera Financial Services Inc	$785K	9,282	+5,390	add
176	ELEVATION POINT WEALTH PARTNERS, LLC	$781K	9,232	+2,770	add
177	B. Riley Wealth Advisors, Inc.	$776K	9,278	−1,390	trim
178	CIBC Bancorp USA Inc.	$775K	8,666	—	no prior
179	AE Wealth Management LLC	$761K	8,997	−1,783	trim
180	Snowden Capital Advisors LLC	$761K	8,992	+711	add
181	Barry Investment Advisors, LLC	$748K	8,845	−27	trim
182	Summit Trail Advisors, LLC	$746K	8,823	+8,823	new
183	World Investment Advisors	$741K	8,754	−1,198	trim
184	Cape Investment Advisory, Inc.	$725K	8,569	−245	trim
185	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$725K	8,566	+864	add
186	TWO SIGMA SECURITIES, LLC	$722K	8,531	+8,531	new
187	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$713K	8,426	+1,395	add
188	Aberdeen Group plc	$694K	8,200	0	no change
189	STEPHENS INC /AR/	$678K	8,012	−2,353	trim
190	Blue Trust, Inc.	$674K	7,962	−344	trim
191	Optas, LLC	$672K	7,941	−798	trim
192	Quantum Private Wealth, LLC	$665K	7,865	−218	trim
193	PROFUND ADVISORS LLC	$657K	7,768	−1,209	trim
194	Gateway Wealth Partners, LLC	$657K	7,768	+7,768	new
195	OPPENHEIMER & CO INC	$654K	7,728	−1,074	trim
196	Ballentine Partners, LLC	$647K	7,652	+700	add
197	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$639K	7,559	+7,559	new
198	Keudell/Morrison Wealth Management	$633K	7,483	−1,567	trim
199	Merit Financial Group, LLC	$626K	7,404	+211	add
200	BLAIR WILLIAM & CO/IL	$623K	7,359	+253	add
201	Future Fund LLC	$617K	7,299	+47	add
202	SAGESPRING WEALTH PARTNERS, LLC	$593K	7,012	−118	trim
203	COLDSTREAM CAPITAL MANAGEMENT INC	$591K	6,980	−899	trim
204	HBK Sorce Advisory LLC	$584K	6,718	−235	trim
205	Hilltop Holdings Inc.	$569K	6,723	−2,166	trim
206	NewEdge Advisors, LLC	$568K	6,713	+6,713	new
207	GUARDIAN CAPITAL LP	$564K	6,667	+855	add
208	LEVEL FOUR ADVISORY SERVICES, LLC	$557K	6,583	+477	add
209	Savvy Advisors, Inc.	$554K	6,554	+359	add
210	Dynamic Technology Lab Private Ltd	$544K	6,427	+6,427	new
211	Perigon Wealth Management, LLC	$531K	6,273	+277	add
212	Transamerica Financial Advisors, LLC	$527K	6,229	+2,430	add
213	Gallacher Capital Management LLC	$526K	6,221	−967	trim
214	Lantz Financial LLC	$524K	6,190	−1,785	trim
215	Moors & Cabot, Inc.	$516K	6,100	−111	trim
216	Dorsey & Whitney Trust CO LLC	$515K	6,087	+540	add
217	GQG Partners LLC	$500K	5,914	0	no change
218	Beverly Hills Private Wealth, LLC	$495K	5,848	−261	trim
219	Samalin Investment Counsel, LLC	$491K	5,803	−21	trim
220	Allworth Financial LP	$490K	5,793	+996	add
221	Joel Isaacson & Co., LLC	$485K	5,734	0	no change
222	Cordatus Wealth Management LLC	$482K	5,700	+5,700	new
223	Pinnacle Wealth Planning Services, Inc.	$453K	5,358	−1,122	trim
224	WINTON GROUP Ltd	$448K	5,300	+5,300	new
225	Waverly Advisors, LLC	$446K	5,271	+73	add
226	COMMERCE BANK	$443K	5,233	+142	add
227	RFG Advisory, LLC	$436K	5,158	+73	add
228	Pure Financial Advisors, LLC	$428K	5,055	+1,223	add
229	TODD ASSET MANAGEMENT LLC	$427K	5,042	+48	add
230	Arax Advisory Partners	$418K	4,947	−789	trim
231	Gallagher Fiduciary Advisors, LLC	$408K	4,818	−1,114	trim
232	Independent Advisor Alliance	$406K	4,803	+194	add
233	SAGE RHINO CAPITAL LLC	$404K	4,773	+47	add
234	Savant Capital, LLC	$401K	4,735	+989	add
235	BROWN, LISLE/CUMMINGS, INC.	$394K	4,655	−296	trim
236	May Hill Capital, LLC	$391K	4,621	−3,189	trim
237	Steward Partners Investment Advisory, LLC	$390K	4,612	−105	trim
238	KEYNOTE FINANCIAL SERVICES LLC	$388K	4,590	0	no change
239	DIVERSIFY WEALTH MANAGEMENT, LLC	$382K	4,438	+4,438	new
240	DEUTSCHE BANK AG\	$381K	4,499	+2,269	add
241	LAUREL OAK WEALTH MANAGEMENT, LLC	$376K	4,445	−1,403	trim
242	MONEY CONCEPTS CAPITAL CORP	$376K	4,442	+739	add
243	Frec Markets, Inc.	$374K	4,420	+919	add
244	Dynasty Wealth Management, LLC	$364K	4,302	+228	add
245	Kathmere Capital Management, LLC	$361K	4,264	+1,388	add
246	Summit Financial, LLC	$361K	4,262	+827	add
247	American Trust Investment Advisors, LLC	$358K	4,227	−945	trim
248	Grove Bank & Trust	$358K	4,227	−262	trim
249	LGT Group Foundation	$356K	4,209	+717	add
250	Formidable Asset Management, LLC	$356K	4,598	0	no change
251	PDS Planning, Inc	$352K	4,161	+233	add
252	Checchi Capital Advisers, LLC	$350K	4,133	+84	add
253	Storgate, LLC	$346K	4,084	+132	add
254	JOHNSON INVESTMENT COUNSEL INC	$341K	4,031	−1,597	trim
255	Mayflower Financial Advisors, LLC	$339K	4,007	−52	trim
256	JOURNEY STRATEGIC WEALTH LLC	$332K	3,921	−135	trim
257	Sowell Financial Services LLC	$327K	3,862	+421	add
258	Gotham Asset Management, LLC	$324K	3,827	+3,827	new
259	Sunpointe, LLC	$324K	3,824	−1,358	trim
260	KESTRA PRIVATE WEALTH SERVICES, LLC	$323K	3,821	+574	add
261	Frank, Rimerman Advisors LLC	$322K	3,802	+109	add
262	Advisors Asset Management, Inc.	$321K	3,793	−1,824	trim
263	Jain Global LLC	$312K	3,686	+3,686	new
264	180 WEALTH ADVISORS, LLC	$309K	3,655	−50	trim
265	Advyzon Investment Management, LLC	$303K	3,583	+3,583	new
266	FIFTH THIRD BANCORP	$296K	3,502	−1,768	trim
267	Net Worth Advisory Group	$292K	3,452	+6	add
268	FOCUSED ALPHA, LLC	$292K	3,450	+549	add
269	Mattson Financial Services, LLC	$286K	3,379	+3,379	new
270	EP Wealth Advisors, LLC	$286K	3,376	−853	trim
271	Modern Wealth Management, LLC	$285K	3,281	+3,281	new
272	HSBC HOLDINGS PLC	$283K	3,347	−4,541	trim
273	Texas Yale Capital Corp.	$281K	3,325	+150	add
274	ATLANTIC FAMILY WEALTH, LLC	$281K	3,318	−1,704	trim
275	Ameritas Advisory Services, LLC	$279K	3,299	−396	trim
276	DAYMARK WEALTH PARTNERS, LLC	$279K	3,294	−802	trim
277	Aprio Wealth Management, LLC	$276K	3,259	+3,259	new
278	Brown Financial Advisors	$273K	3,230	+3,230	new
279	Cresset Asset Management, LLC	$273K	3,222	+3,222	new
280	High Net Worth Advisory Group LLC	$271K	3,209	0	no change
281	LongView Wealth Management	$271K	3,047	−485	trim
282	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$270K	3,189	+3,189	new
283	Focus Partners Advisor Solutions, LLC	$269K	3,182	+575	add
284	Walkner Condon Financial Advisors LLC	$265K	3,138	+3,138	new
285	IFS Group,LLC	$265K	3,131	—	no prior
286	Wedmont Private Capital	$264K	2,931	+101	add
287	Bridgefront Capital, LLC	$263K	3,114	+3,114	new
288	Csenge Advisory Group	$258K	3,050	−114	trim
289	Elequin Capital, LP	$256K	3,021	+3,021	new
290	Frisch Financial Group, Inc.	$254K	3,004	0	no change
291	Brucke Financial, Inc.	$253K	2,992	−2,400	trim
292	ANCHYRA PARTNERS LLC	$252K	2,984	+229	add
293	Keel Point, LLC	$249K	2,945	−237	trim
294	ALLIANCEBERNSTEIN L.P.	$245K	3,172	+3,172	new
295	GENESIS PRIVATE WEALTH, LLC	$245K	2,898	−1,372	trim
296	Capital Investment Advisory Services, LLC	$244K	2,879	+2,879	new
297	OneAscent Financial Services LLC	$237K	2,807	+2,807	new
298	LAFFER TENGLER INVESTMENTS, INC.	$236K	2,789	+2,789	new
299	HM PAYSON & CO	$235K	2,781	0	no change
300	Wilmington Savings Fund Society, FSB	$232K	2,745	+32	add
301	Resonant Capital Advisors, LLC	$227K	2,685	+2,685	new
302	Equitable Holdings, Inc.	$225K	2,660	+2,660	new
303	Bridgewater Advisors Inc.	$224K	2,579	+35	add
304	BROWN ADVISORY INC	$220K	2,601	+2,601	new
305	PURSUIT WEALTH STRATEGIES, LLC	$220K	2,601	—	no prior
306	Scientech Research LLC	$220K	2,599	+2,599	new
307	PRIMORIS WEALTH ADVISORS, LLC	$218K	2,572	+2,572	new
308	Phillips Wealth Planners LLC	$217K	2,487	−1,302	trim
309	AXQ CAPITAL, LP	$217K	2,562	+2,562	new
310	Essex Financial Services, Inc.	$217K	2,561	−144	trim
311	Composition Wealth, LLC	$209K	2,470	+2,470	new
312	Emerald Advisors, LLC	$209K	2,465	+2,465	new
313	GREENWOOD GEARHART LLC	$204K	2,411	+2,411	new
314	Cromwell Holdings LLC	$195K	2,310	+373	add
315	NATIXIS ADVISORS, LLC	$192K	2,267,465	+80,107	add
316	Hilltop National Bank	$186K	2,197	+127	add
317	Hartford Financial Management Inc.	$169K	2,000	0	no change
318	MAI Capital Management	$154K	1,821	+291	add
319	MONTAG A & ASSOCIATES INC	$128K	1,515	+42	add
320	ARMSTRONG ADVISORY GROUP, INC	$123K	1,457	+4	add
321	BARRETT & COMPANY, INC.	$103K	1,223	0	no change
322	Asset Dedication, LLC	$102K	1,203	+855	add
323	Truvestments Capital LLC	$93.4K	1,104	0	no change
324	Addison Advisors LLC	$83.5K	987	+4	add
325	Owl Creek Wealth Partners LLC	$82.2K	972	—	no prior
326	CENTRAL TRUST Co	$77.8K	920	−11	trim
327	Larson Financial Group LLC	$76.6K	905	+145	add
328	Godfrey Financial Associates, Inc.	$66.0K	780	0	no change
329	Medallion Wealth Advisors, LLC	$59.6K	704	—	no prior
330	Clearstead Advisors, LLC	$58.7K	694	0	no change
331	MATHER GROUP, LLC.	$49.5K	585	+585	new
332	SHP Wealth Management	$46.5K	549	+29	add
333	Annis Gardner Whiting Capital Advisors, LLC	$46.4K	549	0	no change
334	Parkside Financial Bank & Trust	$41.7K	493	+4	add
335	Glen Eagle Advisors, LLC	$36.8K	435	−29	trim
336	EASTERN BANK	$36.1K	427	−757	trim
337	True Wealth Design, LLC	$34.9K	413	+117	add
338	Geneos Wealth Management Inc.	$34.2K	404	−57	trim
339	UMB Bank, n.a.	$33.8K	399	0	no change
340	Measured Wealth Private Client Group, LLC	$33.2K	392	0	no change
341	FINANCIAL CONSULATE, INC	$30.0K	355	+89	add
342	Destiny Wealth Partners, LLC	$29.8K	352	+352	new
343	Signature Equity Partners, LLC	$29.7K	351	+351	new
344	Federation des caisses Desjardins du Quebec	$26.7K	316	+34	add
345	Richard W. Paul & Associates, LLC	$22.3K	263	−122	trim
346	Avalon Trust Co	$21.6K	255	0	no change
347	Triumph Capital Management	$21.0K	248	+35	add
348	JFS WEALTH ADVISORS, LLC	$19.4K	229	+2	add
349	Caldwell Trust Co	$19.4K	229	0	no change
350	Citizens National Bank Trust Department	$18.5K	219	0	no change
351	Purpose Unlimited Inc.	$18.4K	217	+217	new
352	Physician Wealth Advisors, Inc.	$18.3K	216	+9	add
353	Atlantic Union Bankshares Corp	$16.9K	200	0	no change
354	AlphaCore Capital LLC	$16.1K	190	−6,377	trim
355	GABLES CAPITAL MANAGEMENT INC.	$15.5K	183	0	no change
356	Spire Wealth Management	$15.4K	182	−33	trim
357	SALEM INVESTMENT COUNSELORS INC	$14.6K	172	+172	new
358	SJS Investment Consulting Inc.	$13.4K	158	+24	add
359	Elevated Capital Advisors, LLC	$12.2K	144	−30	trim
360	COUNTRY TRUST BANK	$11.7K	138	0	no change
361	HRT FINANCIAL LP	$11.6K	137,195	+61,645	add
362	Activest Wealth Management	$11.0K	130	+2	add
363	Quest 10 Wealth Builders, Inc.	$10.8K	128	−7	trim
364	WPG Advisers, LLC	$10.7K	126	−11	trim
365	WealthCollab, LLC	$9.2K	109	0	no change
366	Bangor Savings Bank	$8.5K	100	−176	trim
367	Coastline Trust Co	$7.7K	91	0	no change
368	New England Capital Financial Advisors LLC	$7.7K	91	0	no change
369	Financial Network Wealth Advisors LLC	$7.7K	91	—	no prior
370	Retirement Wealth Solutions LLC	$7.3K	86	+79	add
371	Bravera Wealth	$6.6K	78	—	no prior
372	Harbor Asset Planning, Inc.	$6.4K	76	0	no change
373	Bell Investment Advisors, Inc	$5.4K	64	+14	add
374	JPL Wealth Management, LLC	$4.6K	54	+54	new
375	PARK AVENUE SECURITIES LLC	$4.3K	51,243	+51,243	new
376	Acumen Wealth Advisors, LLC	$4.1K	49	0	no change
377	Intentional Wealth Strategies, LLC	$4.0K	47	—	no prior
378	American Capital Advisory, LLC	$3.9K	46	+30	add
379	EFG International AG	$3.6K	42	+42	new
380	MV CAPITAL MANAGEMENT, INC.	$3.5K	41	+30	add
381	JNBA Financial Advisors	$3.3K	39	0	no change
382	DecisionPoint Financial, LLC	$3.2K	38	−64	trim
383	Key FInancial Inc	$3.0K	36	−14	trim
384	Financial Perspectives, Inc	$2.9K	34	0	no change
385	Kilter Group LLC	$2.9K	34	+1	add
386	CVA Family Office, LLC	$2.9K	34	0	no change
387	Cassaday & Co Wealth Management LLC	$2.4K	28	+28	new
388	Bollard Group LLC	$2.2K	26,342	+3,387	add
389	MBM WEALTH CONSULTANTS, LLC	$2.0K	24	+24	new
390	Burk Holdings LLC	$2.0K	24	+24	new
391	GHP Investment Advisors, Inc.	$1.6K	19	+19	new
392	Bayforest Capital Ltd	$1.4K	17	−97	trim
393	Dogwood Wealth Management LLC	$1.4K	17	+17	new
394	TOTH FINANCIAL ADVISORY CORP	$1.4K	16	0	no change
395	Summit Global Investments	$1.3K	15,678	−15,946	trim
396	ADVISORS MANAGEMENT GROUP INC /ADV	$1.2K	14,673	+380	add
397	Caitong International Asset Management Co., Ltd	$1.0K	12	−694	trim
398	Virtu Financial LLC	$994	11,748	+11,748	new
399	NATURAL INVESTMENTS, LLC	$982	11,617	0	no change
400	CALDWELL SUTTER CAPITAL, INC.	$846	10	0	no change
401	MidFirst Bank	$761	9	+9	new
402	Abound Wealth Management	$677	8	0	no change
403	GSA CAPITAL PARTNERS LLP	$569	6,722	+2,127	add
404	Frazier Financial Advisors, LLC	$339	4	+4	new
405	THRIVENT FINANCIAL FOR LUTHERANS	$333	3,962	−267	trim
406	Avion Wealth	$62	736	+736	new
407	Capital Analysts, LLC	$30	359	+9	add
408	Smithfield Trust Co	$19	222	0	no change
409	NOMURA ASSET MANAGEMENT CO LTD	$0	0	0	no change
410	GLENMEDE TRUST CO NA	—	—	−8,565	exit
411	HARBOUR INVESTMENTS, INC.	—	—	−2,007	exit
412	GROUP ONE TRADING LLC	—	—	−1,620	exit
413	BURNEY CO/	—	—	−10,164	exit
414	BALYASNY ASSET MANAGEMENT L.P.	—	—	−8,316	exit
415	CIBC Private Wealth Group LLC	—	—	−10,229	exit
416	Walleye Trading LLC	—	—	−4,579	exit
417	PEAK6 LLC	—	—	−2,538	exit
418	J.W. COLE ADVISORS, INC.	—	—	−8,395	exit
419	Mitsubishi UFJ Trust & Banking Corp	—	—	−785	exit
420	TWO SIGMA ADVISERS, LP	—	—	−13,300	exit
421	Leonteq Securities AG	—	—	−7,000	exit
422	Litman Gregory Wealth Management LLC	—	—	−250	exit
423	Capital International Investors	—	—	−6,622	exit
424	Meridian Wealth Management, LLC	—	—	−4,903	exit
425	McIlrath & Eck, LLC	—	—	−456	exit
426	Garner Asset Management Corp	—	—	−649	exit
427	Lester Murray Antman dba SimplyRich	—	—	−13,763	exit
428	Investors Research Corp	—	—	−4,227	exit
429	Global Retirement Partners, LLC	—	—	−9,616	exit
430	Lloyd Advisory Services, LLC.	—	—	−3,058	exit
431	N.E.W. Advisory Services LLC	—	—	−69	exit
432	Concord Wealth Partners	—	—	−2,132	exit
433	Navis Wealth Advisors, LLC	—	—	−4,170	exit
434	Optiver Holding B.V.	—	—	−16,603	exit
435	TUCKER ASSET MANAGEMENT LLC	—	—	−17	exit
436	NFSG Corp	—	—	0	exit
437	R Squared Ltd	—	—	−3,137	exit
438	POM Investment Strategies, LLC	—	—	−50	exit
439	O'ROURKE & COMPANY, Inc	—	—	−5,433	exit
440	SageView Advisory Group, LLC	—	—	−237	exit
441	Carr Financial Group Corp	—	—	−5,245	exit
442	Dunhill Financial, LLC	—	—	−229	exit
443	New Republic Capital, LLC	—	—	−2,948	exit
444	EntryPoint Capital, LLC	—	—	−3,631	exit
445	Sivia Capital Partners, LLC	—	—	−3,349	exit
446	Diversify Advisory Services, LLC	—	—	−2,642	exit
447	J.M. Arbour, LLC	—	—	−2,771	exit
448	SG Trading Solutions, LLC	—	—	−12,920	exit

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	new	+3,827 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed NGG — the congressional view ↗