Vault-13

NATIONAL GRID PLC NGG

SPONSORED ADR NE · ADR · CUSIP 636274409 · ISIN US6362744095

British multinational electricity and gas utility company

469 institutional holders +18 vs Q4 2024
45,350,74945.4m shares reported held*
$3.0bnreported value*
54 new 211 added 125 reduced 35 sold out net bought ≈ $242.9m (+3.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $65.63. Options: 9 managers hold calls ($58.9m notional), 9 hold puts ($17.2m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 359Q4 22: 394Q1 23: 399Q2 23: 408Q3 23: 404Q4 23: 430Q1 24: 452Q2 24: 422Q3 24: 470Q4 24: 451Q1 25: 469469Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022359
Q4 2022394
Q1 2023399
Q2 2023408
Q3 2023404
Q4 2023430
Q1 2024452
Q2 2024422
Q3 2024470
Q4 2024451
Q1 2025469

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 206 bought or addedQ2 23: 127 cut or sold outQ3 23: 185 bought or addedQ3 23: 162 cut or sold outQ3 23Q4 23: 189 bought or addedQ4 23: 163 cut or sold outQ1 24: 234 bought or addedQ1 24: 163 cut or sold outQ1 24Q2 24: 157 bought or addedQ2 24: 249 cut or sold outQ3 24: 263 bought or addedQ3 24: 176 cut or sold outQ3 24Q4 24: 168 bought or addedQ4 24: 250 cut or sold outQ1 25: 265 bought or addedQ1 25: 160 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023206127
Q3 2023185162
Q4 2023189163
Q1 2024234163
Q2 2024157249
Q3 2024263176
Q4 2024168250
Q1 2025265160

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60m$80mQ2 24 calls: $32.7mQ2 24 puts: $2.1mQ2 24P/C 0.07Q3 24 calls: $62.1mQ3 24 puts: $16.2mQ3 24P/C 0.26Q4 24 calls: $47.3mQ4 24 puts: $9.2mQ4 24P/C 0.19Q1 25 calls: $58.9mQ1 25 puts: $17.2mQ1 25P/C 0.29
Numbers
QuarterCallsPutsP/C
Q2 2024$32.7m$2.1m0.07
Q3 2024$62.1m$16.2m0.26
Q4 2024$47.3m$9.2m0.19
Q1 2025$58.9m$17.2m0.29

Biggest buyers

FEDERATED HERMES, INC. Added +1,041,918+1.0m
Standard Investments LLC Added +710,000+710.0k
FMR LLC Added +684,394+684.4k
BANK OF MONTREAL /CAN/ Added +548,873+548.9k
BANK OF AMERICA CORP /DE/ Added +439,772+439.8k
WELLS FARGO & COMPANY/MN Added +276,375+276.4k
RAYMOND JAMES FINANCIAL INC Added +256,645+256.6k
JPMORGAN CHASE & CO Added +254,025+254.0k
ENVESTNET ASSET MANAGEMENT INC Added +228,179+228.2k
Clark Capital Management Group, Inc. Added +184,006+184.0k

Biggest sellers

Merewether Investment Management, LP Sold out -1,053,461-1.1m
UBS Group AG Reduced -261,699-261.7k
NEUBERGER BERMAN GROUP LLC Reduced -232,682-232.7k
CITADEL ADVISORS LLC Reduced -126,819-126.8k
ABC ARBITRAGE SA Reduced -126,049-126.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -112,800-112.8k
JANE STREET GROUP, LLC Reduced -108,068-108.1k
AVANTAX ADVISORY SERVICES, INC. Reduced -86,185-86.2k
Summit Global Investments Reduced -75,371-75.4k
Invesco Ltd. Reduced -62,036-62.0k

Biggest calls

JANE STREET GROUP, LLC Added $32.1m489.1k shares
Twin Tree Management, LP Added $19.3m294.6k shares
Walleye Trading LLC Added $2.4m36.8k shares
CITADEL ADVISORS LLC Reduced $1.9m28.4k shares
Optiver Holding B.V. Reduced $1.4m21.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.4m21.0k shares
GROUP ONE TRADING LLC Added $216.5k3.3k shares
SIMPLEX TRADING, LLC Reduced $157.0k2.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Optiver Holding B.V. Added $5.6m85.6k shares
CITADEL ADVISORS LLC Reduced $5.0m75.9k shares
Twin Tree Management, LP Added $3.4m51.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.0m30.9k shares
Walleye Trading LLC Added $590.5k9.0k shares
WOLVERINE TRADING, LLC Added $452.4k6.9k shares
SIMPLEX TRADING, LLC Added $157.0k2.4k shares
GROUP ONE TRADING LLC Added $39.4k600 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.02% of their portfolio BOSTON, MA 5,147,2925.1m $337.7m $337.7m 0.02% Added +684.4k +684,394
2 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 3,782,1393.8m $248.1m $248.1m 0.02% Added +439.8k +439,772
3 FEDERATED HERMES, INC. 0.44% of their portfolio PITTSBURGH, PA 3,133,5483.1m $205.6m $205.6m 0.44% Added +1.0m +1,041,918
4 RENAISSANCE TECHNOLOGIES LLC 0.30% of their portfolio NEW YORK, NY 3,004,4863.0m $197.1m $197.1m 0.30% Reduced -112.8k -112,800
5 Standard Investments LLC 9.89% of their portfolio New York, NY 2,480,0002.5m $162.7m $162.7m 9.89% Added +710.0k +710,000
6 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 2,012,8622.0m $132.1m $132.1m 0.03% Added +94.8k +94,839
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,885,8581.9m $123.7m $123.7m 0.01% Reduced -12.7k -12,695
8 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,880,4061.9m $123.4m $123.4m 0.03% Added +137.5k +137,541
9 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,659,2101.7m $108.9m $108.9m 0.01% Added +254.0k +254,025
10 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,389,6611.4m $91.2m $91.2m 0.03% Added +256.6k +256,645
11 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,384,7421.4m $90.9m $90.9m 0.02% Added +276.4k +276,375
12 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,372,4171.4m $90.0m $90.0m 0.03% Added +228.2k +228,179
13 Capital International Investors 0.02% of their portfolio Los Angeles, CA 1,220,2921.2m $80.0m $80.0m 0.02% Added +92.8k +92,822
14 BANK OF MONTREAL /CAN/ 0.04% of their portfolio TORONTO, A6 1,014,1711.0m $66.5m $66.5m 0.04% Added +548.9k +548,873
15 Clark Capital Management Group, Inc. 0.42% of their portfolio PHILADELPHIA, PA 895,628895.6k $58.8m $58.8m 0.42% Added +184.0k +184,006
16 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 883,960884.0k $58.0m $58.0m 0.02% Added +102.4k +102,388
17 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 745,874745.9k $48.9m $48.9m 0.01% Added +114.3k +114,300
18 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 715,840715.8k $47.0m $47.0m 0.01% Added +9.6k +9,550
19 BlackRock, Inc. 0.00% of their portfolio New York, NY 617,574617.6k $40.5m $40.5m 0.00% Reduced -47.6k -47,567
20 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 487,957488.0k $32.0m $32.0m 0.01% First filing
21 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 475,233475.2k $31.2m $31.2m 0.01% Reduced -62.0k -62,036
22 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio Toronto, A6 441,107441.1k $28.9m $28.9m 0.03% Reduced -29.4k -29,403
23 D. E. Shaw & Co., Inc. 0.03% of their portfolio New York, NY 383,782383.8k $25.2m $25.2m 0.03% Added +53.1k +53,076
24 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 301,839301.8k $19.8m $19.8m 0.02% Added +57.5k +57,470
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 266,522266.5k $17.5m $17.5m 0.00% Reduced -261.7k -261,699
26 ABC ARBITRAGE SA 2.92% of their portfolio PARIS, I0 239,253239.3k $15.7m $15.7m 2.92% Reduced -126.0k -126,049
27 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 238,543238.5k $15.7m $15.7m 0.03% Added +26.3k +26,300
28 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 232,755232.8k $15.3m $15.3m 0.00% Added +11 +11
29 HENNESSY ADVISORS INC 0.44% of their portfolio NOVATO, CA 199,344199.3k $13.1m $13.1m 0.44% Reduced -9.8k -9,800
30 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 186,448186.4k $12.2m $12.2m 0.01% Reduced -126.8k -126,819
31 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 171,919171.9k $11.3m $11.3m 0.01% Added +8.1k +8,117
32 Guardian Partners Inc. 1.26% of their portfolio TORONTO, Z4 170,671170.7k $12.2m $12.2m 1.26% Added +808 +808
33 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 167,282167.3k $11.0m $11.0m 0.01% Added +18.1k +18,113
34 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.68% of their portfolio SALT LAKE CITY, UT 163,165163.2k $10.7m $10.7m 0.68% First filing
35 TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio STAMFORD, CT 160,879160.9k $10.6m $10.6m 0.09% Added +82.5k +82,513
36 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 148,900148.9k $9.8m $9.8m 0.01% Reduced -4.3k -4,283
37 Optiver Holding B.V. 0.35% of their portfolio AMSTERDAM, P7 136,779136.8k $9.0m $9.0m 0.35% Added +38.5k +38,501
38 GABELLI FUNDS LLC 0.07% of their portfolio Rye, NY 130,900130.9k $8.6m $8.6m 0.07% Reduced -5.0k -5,000
39 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 123,619123.6k $8.1m $8.1m 0.01% Added +2.7k +2,706
40 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 118,366118.4k $7.8m $7.8m 0.02% Added +22.6k +22,563
41 Crossmark Global Holdings, Inc. 0.14% of their portfolio HOUSTON, TX 117,779117.8k $7.7m $7.7m 0.14% Reduced -1.4k -1,391
42 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 102,721102.7k $6.7m $6.7m 0.01% Reduced -232.7k -232,682
43 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 99,28699.3k $6.5m $6.5m 0.01% Added +7.7k +7,749
44 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 95,31895.3k $6.3m $6.3m 0.02% Added +5.1k +5,098
45 Schonfeld Strategic Advisors LLC 0.04% of their portfolio NEW YORK, NY 92,33292.3k $6.1m $6.1m 0.04% Added +50.4k +50,433
46 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 92,31692.3k $6.1m $6.1m 0.02% Added +15.7k +15,734
47 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 87,60987.6k $5.7m $5.7m 0.00% Added +22.6k +22,596
48 MILLER HOWARD INVESTMENTS INC /NY 0.18% of their portfolio KINGSTON, NY 87,43687.4k $5.7m $5.7m 0.18% Added +1.4k +1,384
49 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 83,81083.8k $5.5m $5.5m 0.01% Reduced -3.9k -3,891
50 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 81,77581.8k $5.4m $5.4m 0.00% First filing
51 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 81,49781.5k $5.3m $5.3m 0.03% Added +17.8k +17,774
52 CIBC Asset Management Inc 0.02% of their portfolio TORONTO, Z4 77,89077.9k $5.1m $5.1m 0.02% Reduced -64 -64
53 M. Kulyk & Associates, LLC 1.15% of their portfolio DECATUR, GA 76,83576.8k $5.0m $5.0m 1.15% Added +480 +480
54 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 72,81372.8k $4.8m $4.8m 0.01% Reduced -6.7k -6,689
55 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 72,38272.4k $4.7m $4.7m 0.00% Added +8.9k +8,943
56 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 71,55871.6k $4.7m $4.7m 0.06% Added +11.3k +11,290
57 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 69,63569.6k $4.6m $4.6m 0.00% Added +2.4k +2,403
58 TD PRIVATE CLIENT WEALTH LLC 0.12% of their portfolio NEW YORK, NY 68,23868.2k $4.5m $4.5m 0.12% Added +17.1k +17,124
59 Quantinno Capital Management LP 0.03% of their portfolio NEW YORK, NY 68,08768.1k $4.5m $4.5m 0.03% Reduced -19.1k -19,144
60 M&T Bank Corp 0.02% of their portfolio BUFFALO, NY 66,37566.4k $4.4m $4.4m 0.02% Added +249 +249
61 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 65,10165.1k $4.3m $4.3m 0.00% New
62 CIDEL ASSET MANAGEMENT INC 0.25% of their portfolio TORONTO, A6 57,25357.3k $3.8m $3.8m 0.25% Reduced -1.9k -1,924
63 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 56,74856.7k $3.7m $3.7m 0.00% Added +3.1k +3,062
64 QRG CAPITAL MANAGEMENT, INC. 0.04% of their portfolio BERWYN, PA 55,44155.4k $3.6m $3.6m 0.04% Reduced -5.3k -5,286
65 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 51,22851.2k $3.4m $3.4m 0.01% Reduced -1.4k -1,388
66 Old Port Advisors 0.96% of their portfolio PORTLAND, ME 49,44149.4k $3.2m $3.2m 0.96% Added +127 +127
67 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 48,38348.4k $3.2m $3.2m 0.03% Added +14.5k +14,517
68 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 48,18848.2k $3.2m $3.2m 0.01% Added +15.8k +15,778
69 First Bank & Trust 0.58% of their portfolio BROOKINGS, SD 45,90145.9k $3.0m $3.0m 0.58% Added +6.5k +6,532
70 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 45,29045.3k $3.0m $3.0m 0.01% Added +8.5k +8,506
71 Summit Global Investments 0.21% of their portfolio BOUNTIFUL, UT 44,95645.0k $3.0m $3.0m 0.21% Reduced -75.4k -75,371
72 Gilman Hill Asset Management, LLC 0.50% of their portfolio NEW CANAAN, CT 43,91843.9k $2.9m $2.9m 0.50% Added +5.8k +5,815
73 Quantbot Technologies LP 0.09% of their portfolio NEW YORK, NY 43,40743.4k $2.8m $2.8m 0.09% Added +39.4k +39,426
74 Fulton Bank, N.A. 0.11% of their portfolio Lancaster, PA 41,83241.8k $2.7m $2.7m 0.11% Added +5.5k +5,497
75 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 39,60439.6k $2.6m $2.6m 0.01% Added +34.5k +34,504
76 STRATEGY ASSET MANAGERS LLC 0.53% of their portfolio PASADENA, CA 38,95639.0k $2.6m $2.6m 0.53% Added +7.1k +7,084
77 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 38,41038.4k $2.5m $2.5m 0.01% Reduced -21.8k -21,789
78 JARISLOWSKY, FRASER Ltd 0.02% of their portfolio MONTREAL, A8 37,14137.1k $2.4m $2.4m 0.02% Added +365 +365
79 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 36,51336.5k $2.4m $2.4m 0.00% Reduced -6.9k -6,897
80 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 35,96636.0k $2.4m $2.4m 0.01% Added +15.9k +15,873
81 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 35,01235.0k $2.3m $2.3m 0.03% Added +5.2k +5,210
82 QUADRANT CAPITAL GROUP LLC 0.08% of their portfolio CINCINNATI, OH 34,79934.8k $2.3m $2.3m 0.08% Added +26.8k +26,787
83 Henshaw Capital LLC 0.10% of their portfolio WOBURN, MA 34,33334.3k $2.3m $2.3m 0.10% Added +14.2k +14,187
84 Mariner, LLC 0.00% of their portfolio Overland Park, KS 33,71733.7k $2.2m $2.2m 0.00% Added +2.3k +2,306
85 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio Stamford, CT 33,52733.5k $2.2m $2.2m 0.02% Added +14.7k +14,683
86 Ethic Inc. 0.04% of their portfolio NEW YORK, NY 32,28432.3k $2.1m $2.1m 0.04% Added +710 +710
87 BEACH INVESTMENT COUNSEL INC/PA 0.31% of their portfolio WEST CONSHOHOCKEN, PA 31,80831.8k $2.1m $2.1m 0.31% Reduced -3.0k -3,000
88 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 31,44431.4k $2.1m $2.1m 0.00% Reduced -1.4k -1,386
89 PITTENGER & ANDERSON INC 0.08% of their portfolio LINCOLN, NE 31,42531.4k $2.1m $2.1m 0.08% Unchanged
90 JCIC Asset Management Inc. 0.84% of their portfolio Toronto, A6 30,68530.7k $2.0m $2.0m 0.84% Reduced -515 -515
91 Raleigh Capital Management Inc. 0.91% of their portfolio CARY, NC 30,46830.5k $2.0m $2.0m 0.91% Added +4.4k +4,415
92 Henry James International Management Inc. 0.66% of their portfolio NEW YORK, NY 29,43129.4k $1.9m $1.9m 0.66% Added +591 +591
93 Vanguard Personalized Indexing Management, LLC 0.03% of their portfolio OAKLAND, CA 29,21629.2k $1.9m $1.9m 0.03% Added +7.5k +7,509
94 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 29,17829.2k $1.9m $1.9m 0.04% Reduced -431 -431
95 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 28,45328.5k $1.9m $1.9m 0.00% Reduced -3.2k -3,210
96 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 28,41828.4k $1.9m $1.9m 0.00% Added +2.4k +2,393
97 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 28,33428.3k $1.8m $1.8m 0.01% Added +15.6k +15,579
98 Prosperity Consulting Group, LLC 0.14% of their portfolio OWINGS MILLS, MD 27,55327.6k $1.8m $1.8m 0.14% Reduced -1.5k -1,458
99 AMG National Trust Bank 0.05% of their portfolio GREENWOOD VILLAGE, CO 27,39227.4k $1.8m $1.8m 0.05% Added +15.6k +15,572
100 Wambolt & Associates, LLC 0.60% of their portfolio LITTLETON, CO 26,93826.9k $1.8m $1.8m 0.60% Added +1.7k +1,737