Barclays PLC
BCS- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000312069
No open-market purchases or sales by Barclays PLC insiders were filed in the last 90 days; 559 institutions reported holding it in 13F filings for Q2 2026, worth $7.86B in total; no superinvestor holds it.
Other share classesBCLYF
13F holders, Q4 2023
Institutional positions in Barclays PLC as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 301
- +24 vs. Q3 2023
- Shares held
- 155.1M
- +22.7M (+17.2%) vs. Q3 2023
- Total value
- $1.22B
- +$190.6M (+18.5%) vs. Q3 2023
- New holders
- 56
- 91 more added
- Sold out
- 32
- 110 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BCS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 559 | $7.86B |
| Q1 2026 | 509 | $6.04B |
| Q4 2025 | 509 | $6.88B |
| Q3 2025 | 445 | $5.70B |
| Q2 2025 | 428 | $5.37B |
| Q1 2025 | 408 | $4.27B |
| Q4 2024 | 396 | $2.95B |
| Q3 2024 | 358 | $2.53B |
| Q2 2024 | 351 | $2.02B |
| Q1 2024 | 322 | $1.70B |
| Q4 2023 | 301 | $1.22B |
| Q3 2023 | 283 | $1.03B |
| Q2 2023 | 288 | $1.04B |
| Q1 2023 | 286 | $947.0M |
| Q4 2022 | 305 | $1.09B |
| Q3 2022 | 273 | $889.6M |
| Q2 2022 | 289 | $1.03B |
| Q1 2022 | 302 | $1.03B |
| Q4 2021 | 288 | $1.22B |
| Q3 2021 | 270 | $1.12B |
| Q2 2021 | 265 | $1.01B |
| Q1 2021 | 227 | $893.5M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Barclays PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 12 | $95 | 0.00% | +12 | New |
| Steward Partners Investment Advisory, LLC | 17 | $134 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 21 | $166 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $229 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 36 | $284 | 0.00% | −3,383−98.9% | Reduced |
| TD Private Client Wealth LLC | 38 | $299 | 0.00% | −770−95.3% | Reduced |
| Abound Wealth Management | 56 | $442 | 0.00% | +56 | New |
| Provenance Wealth Advisors, LLC | 61 | $481 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $504 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 66 | $521 | 0.00% | +66 | New |
| Smartleaf Asset Management LLC | 82 | $646 | 0.00% | +82 | New |
| Advisory Services Network, LLC | 86 | $678 | 0.00% | +86 | New |
| Tyler-Stone Wealth Management | 93 | $733 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 123 | $969 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 126 | $993 | 0.00% | +126 | New |
| Financial Synergies Wealth Advisors, Inc. | 128 | $999 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 193 | $1.00K | 0.00% | −422−68.6% | Reduced |
| Avion Wealth | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 149 | $1.17K | 0.00% | +149 | New |
| Bourgeon Capital Management LLC | 152 | $1.20K | 0.00% | +72+90.0% | Added |
| Arlington Trust Co LLC | 162 | $1.28K | 0.00% | +162 | New |
| Johnson Financial Group, Inc. | 169 | $1.33K | 0.00% | +169 | New |
| Gradient Investments LLC | 184 | $1.45K | 0.00% | −62,641−99.7% | Reduced |
| Jones Financial Companies LLLP | 187 | $1.47K | 0.00% | −3,646−95.1% | Reduced |
| International Assets Investment Management, LLC | 12,608 | $1.60K | 0.00% | +12,608 | New |
| Coppell Advisory Solutions LLC | 248 | $1.95K | 0.00% | +219+755.2% | Added |
| AXA S.A. | 250 | $1.97K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 253 | $1.99K | 0.00% | +193+321.7% | Added |
| Parkside Financial Bank & Trust | 258 | $2.03K | 0.00% | −172−40.0% | Reduced |
| Wiser Advisor Group LLC | 291 | $2.29K | 0.00% | +291 | New |
| GW&K Investment Management, LLC | 362 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 400 | $3.15K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 556 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 597 | $4.70K | 0.00% | +597 | New |
| HHM Wealth Advisors, LLC | 622 | $4.90K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 642 | $5.06K | 0.00% | +642 | New |
| Carolinas Wealth Consulting LLC | 654 | $5.15K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 664 | $5.23K | 0.00% | −379−36.3% | Reduced |
| Cape Investment Advisory, Inc. | 783 | $6.17K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 827 | $6.52K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 833 | $6.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 836 | $6.59K | 0.00% | +453+118.3% | Added |
| Montag A & Associates Inc | 877 | $6.91K | 0.00% | +122+16.2% | Added |
| Rothschild Investment LLC | 1,101 | $8.68K | 0.00% | +1,101 | New |
| Pacifica Partners Inc. | 1,300 | $9.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,237 | $9.75K | 0.00% | +283+29.7% | Added |
| Qube Research & Technologies Ltd | 1,543 | $12.2K | 0.00% | +1,273+471.5% | Added |
| FinTrust Capital Advisors, LLC | 1,733 | $13.7K | 0.00% | −190−9.9% | Reduced |
| Glassman Wealth Services | 1,775 | $14.0K | 0.00% | +418+30.8% | Added |
| Umb Bank N A | 1,853 | $14.6K | 0.00% | −495−21.1% | Reduced |
| Allworth Financial LP | 1,968 | $15.5K | 0.00% | +135+7.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,123 | $16.7K | 0.00% | +1,001+89.2% | Added |
| First Horizon Advisors, Inc. | 2,167 | $17.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,183 | $17.2K | 0.00% | −2,102−49.1% | Reduced |
| Farther Finance Advisors, LLC | 2,448 | $19.3K | 0.00% | +1,642+203.7% | Added |
| Hexagon Capital Partners LLC | 2,499 | $19.7K | 0.00% | −233−8.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,700 | $21.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,908 | $21.9K | 0.01% | +2,908 | New |
| Bokf, NA | 3,505 | $27.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,632 | $28.6K | 0.00% | −875−19.4% | Reduced |
| Barclays PLC | 3,665 | $28.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,123 | $30.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4,102 | $32.3K | 0.00% | −1,909−31.8% | Reduced |
| Whittier Trust Co | 4,246 | $33.5K | 0.00% | −2,898−40.6% | Reduced |
| Principal Securities, Inc. | 4,323 | $34.1K | 0.00% | +4,323 | New |
| Zions Bancorporation, N.A. | 4,760 | $37.5K | 0.00% | −250−5.0% | Reduced |
| Lindbrook Capital, LLC | 5,296 | $41.7K | 0.00% | −1,194−18.4% | Reduced |
| CWM, LLC | 5,329 | $42.0K | 0.00% | −730−12.0% | Reduced |
| Private Trust Co NA | 5,421 | $42.7K | 0.01% | +2,000+58.5% | Added |
| Wetzel Investment Advisors, Inc. | 6,000 | $47.0K | 0.03% | +6,000 | New |
| Paradigm Asset Management Co LLC | 6,700 | $52.8K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 8,000 | $63.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,183 | $64.0K | 0.00% | +1,567+23.7% | Added |
| Grove Bank & Trust | 8,292 | $65.3K | 0.01% | −44−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,334 | $65.7K | 0.00% | 00.0% | Unchanged |
| Wealth Effects LLC | 10,000 | $78.8K | 0.03% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 10,000 | $79.0K | 0.03% | +10,000 | New |
| Pingora Partners LLC | 10,100 | $79.6K | 0.07% | +10,100 | New |
| Claro Advisors LLC | 10,175 | $80.2K | 0.02% | +30+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 10,316 | $81.3K | 0.00% | +10,316 | New |
| Sawtooth Solutions, LLC | 10,502 | $82.8K | 0.00% | +10,502 | New |
| Nicholas Hoffman & Company, LLC. | 10,548 | $83.1K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 10,590 | $83.5K | 0.01% | −11,313−51.7% | Reduced |
| Guggenheim Capital LLC | 10,751 | $84.7K | 0.00% | +10,751 | New |
| Glenmede Trust Co NA | 10,784 | $85.0K | 0.00% | +10,784 | New |
| Sage Mountain Advisors LLC | 10,855 | $85.5K | 0.01% | −336−3.0% | Reduced |
| Valeo Financial Advisors, LLC | 10,870 | $85.7K | 0.00% | −2,471−18.5% | Reduced |
| Private Advisor Group, LLC | 10,888 | $85.8K | 0.00% | −6,240−36.4% | Reduced |
| Axq Capital, LP | 10,900 | $85.9K | 0.02% | −34,900−76.2% | Reduced |
| Capstone Investment Advisors, LLC | 11,472 | $90.4K | 0.00% | +11,472 | New |
| Sivia Capital Partners, LLC | 11,522 | $90.8K | 0.07% | +11,522 | New |
| Pitcairn Co | 11,537 | $90.9K | 0.01% | +11,537 | New |
| Edgar Lomax Co | 47,220 | $92.6K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 11,760 | $92.7K | 0.00% | +351+3.1% | Added |
| Ieq Capital, LLC | 12,015 | $94.7K | 0.00% | +12,015 | New |
| Canopy Partners, LLC | 12,550 | $98.9K | 0.06% | +12,550 | New |
| Boston Private Wealth LLC | 12,800 | $100.9K | 0.00% | −4,212−24.8% | Reduced |
| D'Orazio & Associates, Inc. | 12,916 | $101.8K | 0.02% | −3,502−21.3% | Reduced |
| Greenleaf Trust | 12,940 | $102.0K | 0.00% | −16−0.1% | Reduced |