NATIONAL GRID PLC (NGG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
22
Reporting holders
$33.2M
Reported value
0.0%
Calls
0.0%
Puts
-600
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $24.1M | 317,204 | 0.29% | 3q | +24.4%+$4.7M |
| Gradient Investments LLC | $5.3M | 69,880 | 0.08% | 32q | +7.4%+$367.0K |
| Legacy Wealth Asset Management, LLC | $931.6K | 12,287 | 0.20% | 4q | +25.7%+$190.7K |
| Farther Finance Advisors, LLC | $599.4K | 7,905 | 0.00% | 16q | +0.7%+$4.4K |
| Versant Capital Management, Inc | $580.7K | 7,659 | 0.05% | 8q | -16.3%-$113.0K |
| Valeo Financial Advisors, LLC | $459.2K | 6,056 | 0.01% | 6q | +14.8%+$59.3K |
| GAMMA Investing LLC | $342.7K | 4,520 | 0.01% | 12q | -7.8%-$29.1K |
| Grove Bank & Trust | $328.5K | 4,332 | 0.03% | 32q | +2.5%+$8.0K |
| Wedmont Private Capital | $266.2K | 3,453 | 0.01% | 4q | +25.7%+$54.4K |
| Bank of New Hampshire | $145.1K | 1,914 | 0.03% | 19q | HELD |
| EASTERN BANK | $84.8K | 1,119 | 0.00% | 9q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $81.8K | 1,079 | 0.00% | 16q | -25.9%-$28.6K |
| CoreCap Advisors, LLC | $19.0K | 251 | 0.00% | 9q | +70.7%+$7.9K |
| Planning Strategies Inc. | $16.1K | 213 | 0.01% | 2q | +15.1%+$2.1K |
| Rosenberg Matthew Hamilton | $9.2K | 121 | 0.00% | 26q | HELD |
| Bangor Savings Bank | $7.6K | 100 | 0.00% | 10q | HELD |
| Coastline Trust Co | $6.9K | 91 | 0.00% | 9q | HELD |
| Retirement Wealth Solutions LLC | $5.3K | 70 | 0.00% | 6q | -6.7% |
| ELEVATION WEALTH PARTNERS, LLC | $2.5K | 33 | 0.00% | 2q | +175.0%+$1.6K |
| Noble Wealth Management PBC | $2.4K | 32 | 0.00% | 2q | +14.3% |
| GILPIN WEALTH MANAGEMENT, LLC | $531 | 7 | 0.00% | new | NEW |
| Trust Co | $455 | 6 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $33.2M | 438,332 | 1 | 11 | 4 | 0.0% |
| Q2 2026 | 622 | $5.8B | 68,180,979 | 72 | 267 | 150 | 2.5% |
| Q1 2026 | 592 | $5.4B | 62,773,554 | 93 | 221 | 173 | 2.0% |
| Q4 2025 | 545 | $4.6B | 58,968,475 | 71 | 229 | 99 | 1.6% |
| Q3 2025 | 511 | $4.2B | 56,621,693 | 61 | 213 | 128 | 2.2% |
| Q2 2025 | 507 | $4.2B | 55,755,865 | 81 | 198 | 108 | 1.9% |
| Q1 2025 | 470 | $3.1B | 45,384,925 | 55 | 203 | 115 | 2.5% |
| Q4 2024 | 453 | $2.5B | 41,689,162 | 45 | 123 | 166 | 2.2% |
| Q3 2024 | 472 | $3.0B | 43,486,447 | 87 | 169 | 130 | 2.6% |
| Q2 2024 | 421 | $2.4B | 41,175,952 | 35 | 116 | 176 | 1.5% |
| Q1 2024 | 453 | $3.0B | 43,530,009 | 60 | 162 | 118 | 1.5% |
| Q4 2023 | 433 | $2.7B | 38,281,407 | 46 | 141 | 123 | 2.6% |
| Q3 2023 | 404 | $2.1B | 33,813,586 | 29 | 145 | 117 | 2.2% |
| Q2 2023 | 407 | $2.3B | 32,548,543 | 41 | 158 | 83 | 3.2% |
| Q1 2023 | 402 | $2.2B | 31,579,261 | 48 | 172 | 80 | 6.5% |
| Q4 2022 | 392 | $1.7B | 27,362,003 | 50 | 123 | 111 | 3.0% |
| Q3 2022 | 359 | $1.5B | 27,422,500 | 33 | 125 | 106 | 4.5% |
| Q2 2022 | 388 | $1.8B | 27,575,180 | 56 | 112 | 102 | 2.5% |
| Q1 2022 | 376 | $2.2B | 27,780,784 | 49 | 135 | 79 | 3.2% |
| Q4 2021 | 377 | $2.0B | 26,784,239 | 52 | 115 | 86 | 3.7% |
| Q3 2021 | 341 | $1.6B | 25,355,065 | 24 | 124 | 92 | 2.6% |
| Q2 2021 | 347 | $1.8B | 27,221,429 | 29 | 115 | 95 | 1.2% |
| Q1 2021 | 346 | $1.7B | 28,066,566 | 39 | 111 | 106 | 2.2% |
| Q4 2020 | 345 | $1.7B | 28,427,867 | 32 | 82 | 123 | 1.0% |
| Q3 2020 | 334 | $1.8B | 30,816,683 | 29 | 89 | 121 | 2.5% |
| Q2 2020 | 339 | $1.9B | 31,842,797 | 26 | 78 | 141 | 0.9% |
| Q1 2020 | 346 | $2.1B | 35,153,670 | 36 | 92 | 135 | 0.9% |
| Q4 2019 | 358 | $2.4B | 37,721,059 | 41 | 105 | 106 | 1.3% |
| Q3 2019 | 324 | $2.1B | 37,928,509 | 41 | 78 | 119 | 1.7% |
| Q2 2019 | 314 | $2.3B | 41,103,363 | 36 | 101 | 101 | 3.0% |
| Q1 2019 | 333 | $2.2B | 38,754,499 | 37 | 117 | 95 | 2.4% |
| Q4 2018 | 328 | $1.9B | 37,334,209 | 4 | 6 | 10 | 3.1% |