Barclays Bank PLC
DJP- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000312070
No open-market purchases or sales by Barclays Bank PLC insiders were filed in the last 90 days; 141 institutions reported holding it in 13F filings for Q2 2026, worth $541.6M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Barclays Bank PLC as of Dec 31, 2022. 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
- 147
- +4 vs. Q3 2022
- Shares held
- 9.52M
- −2.51M (−20.9%) vs. Q3 2022
- Total value
- $321.2M
- −$81.1M (−20.2%) vs. Q3 2022
- New holders
- 22
- 39 more added
- Sold out
- 18
- 46 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DJP 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 | 141 | $541.6M |
| Q1 2026 | 149 | $606.4M |
| Q4 2025 | 137 | $409.2M |
| Q3 2025 | 121 | $368.6M |
| Q2 2025 | 130 | $329.5M |
| Q1 2025 | 136 | $304.3M |
| Q4 2024 | 133 | $270.2M |
| Q3 2024 | 123 | $279.5M |
| Q2 2024 | 135 | $283.7M |
| Q1 2024 | 130 | $255.5M |
| Q4 2023 | 141 | $270.7M |
| Q3 2023 | 138 | $298.2M |
| Q2 2023 | 142 | $260.6M |
| Q1 2023 | 144 | $301.9M |
| Q4 2022 | 147 | $321.2M |
| Q3 2022 | 146 | $402.5M |
| Q2 2022 | 165 | $513.8M |
| Q1 2022 | 166 | $586.0M |
| Q4 2021 | 149 | $451.2M |
| Q3 2021 | 131 | $403.5M |
| Q2 2021 | 133 | $342.9M |
| Q1 2021 | 125 | $298.8M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Barclays Bank PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 1,138,112 | $38.4M | 2.97% | +53,450+4.9% | Added |
| Osborne Partners Capital Management, LLC | 749,525 | $25.3M | 1.98% | +11,828+1.6% | Added |
| Congress Wealth Management LLC | 677,847 | $22.9M | 0.59% | +348,358+105.7% | Added |
| State Street Corp | 652,288 | $22.0M | 0.00% | −207,862−24.2% | Reduced |
| CIBC Private Wealth Group, LLC | 530,083 | $17.9M | 0.06% | +530,083 | New |
| Dimension Capital Management LLC | 507,708 | $17.1M | 3.99% | −26,903−5.0% | Reduced |
| Bank of New York Mellon Corp | 391,940 | $13.2M | 0.00% | +20,287+5.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 367,526 | $12.4M | 0.50% | +5,514+1.5% | Added |
| Envestnet Asset Management Inc | 225,084 | $7.59M | 0.00% | −25,768−10.3% | Reduced |
| Washington Trust Bank | 207,734 | $7.00M | 0.79% | +90,801+77.7% | Added |
| Ironwood Wealth Management, LLC. | 184,643 | $6.22M | 2.60% | +31,944+20.9% | Added |
| Heartland Bank & Trust Co | 181,973 | $6.13M | 4.53% | +181,973 | New |
| Royal Bank of Canada | 158,912 | $5.36M | 0.00% | +58,829+58.8% | Added |
| Morgan Stanley | 150,708 | $5.08M | 0.00% | +91,373+154.0% | Added |
| Acima Private Wealth, LLC | 149,905 | $5.05M | 2.59% | −1,481−1.0% | Reduced |
| Ameriprise Financial Inc | 149,153 | $5.03M | 0.00% | −20,226−11.9% | Reduced |
| UBS Group AG | 141,214 | $4.76M | 0.00% | +19,657+16.2% | Added |
| Legend Financial Advisors, Inc. | 139,887 | $4.72M | 4.12% | −213−0.2% | Reduced |
| Goldman Sachs Group Inc | 118,211 | $3.98M | 0.00% | −16,972−12.6% | Reduced |
| Hancock Whitney Corp | 110,486 | $3.72M | 0.14% | +4,448+4.2% | Added |
| Cerity Partners LLC | 110,311 | $3.72M | 0.02% | +49,806+82.3% | Added |
| Colony Family Offices, LLC | 109,952 | $3.71M | 1.54% | +83,194+310.9% | Added |
| CoreCap Advisors, LLC | 107,322 | $3.62M | 0.26% | +5,277+5.2% | Added |
| NVWM, LLC | 99,263 | $3.35M | 1.22% | +2,275+2.3% | Added |
| Insight Advisors, LLC | 96,683 | $3.18M | 1.11% | −15,981−14.2% | Reduced |
| Atria Investments LLC | 90,096 | $3.04M | 0.06% | +13,785+18.1% | Added |
| InterOcean Capital Group, LLC | 81,297 | $2.74M | 0.10% | +81,297 | New |
| RiverGlades Family Offices LLC | 71,605 | $2.41M | 2.22% | +71,605 | New |
| Sharper & Granite LLC | 69,205 | $2.33M | 1.55% | +69,205 | New |
| VPR Management LLC | 67,800 | $2.29M | 0.49% | 00.0% | Unchanged |
| Stifel Financial Corp | 59,719 | $2.01M | 0.00% | −37−0.1% | Reduced |
| EP Wealth Advisors, LLC | 56,450 | $1.90M | 0.03% | −5,670−9.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 55,336 | $1.83M | 0.02% | −2,886,996−98.1% | Reduced |
| Avion Wealth | 54,494 | $1.79M | 0.56% | 00.0% | Unchanged |
| Apeiron RIA LLC | 51,059 | $1.72M | 0.66% | +1,298+2.6% | Added |
| JPMorgan Chase & Co | 48,353 | $1.63M | 0.00% | +11,302+30.5% | Added |
| Engrave Wealth Partners LLC | 48,459 | $1.61M | 0.56% | +48,459 | New |
| Forefront Analytics, LLC | 47,622 | $1.61M | 0.86% | −5,165−9.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 43,074 | $1.45M | 0.21% | −1,154−2.6% | Reduced |
| Camden Capital, LLC | 42,134 | $1.42M | 0.23% | +2,850+7.3% | Added |
| Measured Wealth Private Client Group, LLC | 39,935 | $1.35M | 0.55% | −8,385−17.4% | Reduced |
| Peak Financial Management, Inc. | 39,631 | $1.34M | 0.53% | +2,855+7.8% | Added |
| Chicago Partners Investment Group LLC | 41,152 | $1.33M | 0.08% | +1,771+4.5% | Added |
| Beacon Pointe Advisors, LLC | 39,231 | $1.32M | 0.03% | −10,217−20.7% | Reduced |
| AllSquare Wealth Management LLC | 37,957 | $1.28M | 0.88% | −200−0.5% | Reduced |
| MONECO Advisors, LLC | 34,834 | $1.17M | 0.42% | +364+1.1% | Added |
| MRP Capital Investments, LLC | 34,721 | $1.17M | 1.29% | +34,721 | New |
| Greenline Partners, LLC | 34,000 | $1.15M | 0.23% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 33,500 | $1.13M | 0.00% | +10,800+47.6% | Added |
| Janney Montgomery Scott LLC | 33,325 | $1.12M | 0.00% | −4,841−12.7% | Reduced |
| Associated Banc-Corp | 32,858 | $1.11M | 0.05% | +30.0% | Added |
| Atria Wealth Solutions, Inc. | 29,729 | $1.00M | 0.02% | +412+1.4% | Added |
| Slow Capital, Inc. | 29,096 | $980.8K | 0.22% | −529−1.8% | Reduced |
| Alliancebernstein L.P. | 28,103 | $947.4K | 0.00% | +1,329+5.0% | Added |
| OneAscent Financial Services LLC | 27,789 | $937.0K | 0.40% | −5,521−16.6% | Reduced |
| National Asset Management, Inc. | 25,973 | $875.5K | 0.02% | +338+1.3% | Added |
| LPL Financial LLC | 22,737 | $766.5K | 0.00% | −49,499−68.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $766.0K | 0.07% | 00.0% | Unchanged |
| Bailard, Inc. | 22,000 | $741.6K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 22,018 | $737.4K | 0.02% | +140+0.6% | Added |
| Personal Capital Advisors Corp | 21,622 | $728.9K | 0.00% | −25,407−54.0% | Reduced |
| Captrust Financial Advisors | 20,501 | $691.1K | 0.00% | +1,320+6.9% | Added |
| US Bancorp | 20,056 | $676.1K | 0.00% | −2,002−9.1% | Reduced |
| Baker Avenue Asset Management, LP | 20,049 | $675.9K | 0.04% | −3,795−15.9% | Reduced |
| Windham Capital Management, LLC | 19,920 | $671.5K | 0.26% | +12,789+179.3% | Added |
| First Foundation Advisors | 19,223 | $648.0K | 0.03% | −133,332−87.4% | Reduced |
| HighTower Advisors, LLC | 18,929 | $638.0K | 0.00% | −8,856−31.9% | Reduced |
| Patriot Investment Management Inc. | 17,570 | $587.7K | 0.05% | +205+1.2% | Added |
| Advisory Services Network, LLC | 16,359 | $551.5K | 0.02% | +16,359 | New |
| Avantax Advisory Services, Inc. | 16,302 | $549.5K | 0.01% | +16,302 | New |
| Old National Bancorp | 15,871 | $535.0K | 0.02% | −12,524−44.1% | Reduced |
| Evanson Asset Management, LLC | 15,807 | $532.9K | 0.06% | −2,900−15.5% | Reduced |
| Advisor Group Holdings, Inc. | 14,230 | $480.6K | 0.00% | −533−3.6% | Reduced |
| OneAscent Wealth Management LLC | 14,096 | $475.0K | 0.22% | +7,456+112.3% | Added |
| Cetera Advisor Networks LLC | 13,724 | $462.6K | 0.00% | +202+1.5% | Added |
| RMB Capital Management, LLC | 12,985 | $437.7K | 0.02% | +12,985 | New |
| Coldstream Capital Management Inc | 12,970 | $437.2K | 0.02% | +12,970 | New |
| Paragon Capital Management Ltd | 12,543 | $422.8K | 0.11% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 12,310 | $415.0K | 0.28% | +48+0.4% | Added |
| Jane Street Group, LLC | 12,137 | $409.1K | 0.00% | −125,846−91.2% | Reduced |
| Janney Capital Management LLC | 12,136 | $409.0K | 0.03% | −616−4.8% | Reduced |
| Cetera Investment Advisers | 11,931 | $402.2K | 0.00% | −1,920−13.9% | Reduced |
| Invesco Ltd. | – | $380.2K | 0.00% | – | – |
| Parkside Financial Bank & Trust | 10,562 | $356.0K | 0.10% | +7,331+226.9% | Added |
| Snowden Capital Advisors LLC | 10,430 | $351.6K | 0.01% | +470+4.7% | Added |
| First Horizon Advisors, Inc. | 10,333 | $348.3K | 0.01% | −1,720−14.3% | Reduced |
| Brown Advisory Inc | 10,213 | $344.3K | 0.00% | −455−4.3% | Reduced |
| AE Wealth Management LLC | 10,150 | $342.2K | 0.00% | −1,580−13.5% | Reduced |
| Wells Fargo & Company | 8,797 | $296.5K | 0.00% | +2,744+45.3% | Added |
| Bangor Savings Bank | 8,527 | $288.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,067 | $271.9K | 0.04% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 7,819 | $263.6K | 0.03% | +515+7.1% | Added |
| Parallel Advisors, LLC | 7,791 | $262.6K | 0.01% | −2,720−25.9% | Reduced |
| Commonwealth Equity Services, LLC | 7,579 | $255.0K | 0.00% | −20,643−73.1% | Reduced |
| Alpha Cubed Investments, LLC | 7,385 | $248.9K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,737 | $227.1K | 0.01% | −1,000−12.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 6,728 | $226.8K | 0.07% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 6,688 | $225.5K | 0.11% | +6,688 | New |
| Boston Private Wealth LLC | 6,684 | $225.3K | 0.00% | −30.0% | Reduced |
| Advisory Services & Investments, LLC | 6,639 | $223.8K | 0.22% | −5,810−46.7% | Reduced |