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 |
|---|---|---|---|---|---|
| MRP Capital Investments, LLC | 34,721 | $1.17M | 1.29% | +34,721 | New |
| MONECO Advisors, LLC | 34,834 | $1.17M | 0.42% | +364+1.1% | Added |
| AllSquare Wealth Management LLC | 37,957 | $1.28M | 0.88% | −200−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 39,231 | $1.32M | 0.03% | −10,217−20.7% | Reduced |
| Chicago Partners Investment Group LLC | 41,152 | $1.33M | 0.08% | +1,771+4.5% | Added |
| Peak Financial Management, Inc. | 39,631 | $1.34M | 0.53% | +2,855+7.8% | Added |
| Measured Wealth Private Client Group, LLC | 39,935 | $1.35M | 0.55% | −8,385−17.4% | Reduced |
| Camden Capital, LLC | 42,134 | $1.42M | 0.23% | +2,850+7.3% | Added |
| Transamerica Financial Advisors, Inc. | 43,074 | $1.45M | 0.21% | −1,154−2.6% | Reduced |
| Forefront Analytics, LLC | 47,622 | $1.61M | 0.86% | −5,165−9.8% | Reduced |
| Engrave Wealth Partners LLC | 48,459 | $1.61M | 0.56% | +48,459 | New |
| JPMorgan Chase & Co | 48,353 | $1.63M | 0.00% | +11,302+30.5% | Added |
| Apeiron RIA LLC | 51,059 | $1.72M | 0.66% | +1,298+2.6% | Added |
| Avion Wealth | 54,494 | $1.79M | 0.56% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 55,336 | $1.83M | 0.02% | −2,886,996−98.1% | Reduced |
| EP Wealth Advisors, LLC | 56,450 | $1.90M | 0.03% | −5,670−9.1% | Reduced |
| Stifel Financial Corp | 59,719 | $2.01M | 0.00% | −37−0.1% | Reduced |
| VPR Management LLC | 67,800 | $2.29M | 0.49% | 00.0% | Unchanged |
| Sharper & Granite LLC | 69,205 | $2.33M | 1.55% | +69,205 | New |
| RiverGlades Family Offices LLC | 71,605 | $2.41M | 2.22% | +71,605 | New |
| InterOcean Capital Group, LLC | 81,297 | $2.74M | 0.10% | +81,297 | New |
| Atria Investments LLC | 90,096 | $3.04M | 0.06% | +13,785+18.1% | Added |
| Insight Advisors, LLC | 96,683 | $3.18M | 1.11% | −15,981−14.2% | Reduced |
| NVWM, LLC | 99,263 | $3.35M | 1.22% | +2,275+2.3% | Added |
| CoreCap Advisors, LLC | 107,322 | $3.62M | 0.26% | +5,277+5.2% | Added |
| Colony Family Offices, LLC | 109,952 | $3.71M | 1.54% | +83,194+310.9% | Added |
| Cerity Partners LLC | 110,311 | $3.72M | 0.02% | +49,806+82.3% | Added |
| Hancock Whitney Corp | 110,486 | $3.72M | 0.14% | +4,448+4.2% | Added |
| Goldman Sachs Group Inc | 118,211 | $3.98M | 0.00% | −16,972−12.6% | Reduced |
| Legend Financial Advisors, Inc. | 139,887 | $4.72M | 4.12% | −213−0.2% | Reduced |
| UBS Group AG | 141,214 | $4.76M | 0.00% | +19,657+16.2% | Added |
| Ameriprise Financial Inc | 149,153 | $5.03M | 0.00% | −20,226−11.9% | Reduced |
| Acima Private Wealth, LLC | 149,905 | $5.05M | 2.59% | −1,481−1.0% | Reduced |
| Morgan Stanley | 150,708 | $5.08M | 0.00% | +91,373+154.0% | Added |
| Royal Bank of Canada | 158,912 | $5.36M | 0.00% | +58,829+58.8% | Added |
| Heartland Bank & Trust Co | 181,973 | $6.13M | 4.53% | +181,973 | New |
| Ironwood Wealth Management, LLC. | 184,643 | $6.22M | 2.60% | +31,944+20.9% | Added |
| Washington Trust Bank | 207,734 | $7.00M | 0.79% | +90,801+77.7% | Added |
| Envestnet Asset Management Inc | 225,084 | $7.59M | 0.00% | −25,768−10.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 367,526 | $12.4M | 0.50% | +5,514+1.5% | Added |
| Bank of New York Mellon Corp | 391,940 | $13.2M | 0.00% | +20,287+5.5% | Added |
| Dimension Capital Management LLC | 507,708 | $17.1M | 3.99% | −26,903−5.0% | Reduced |
| CIBC Private Wealth Group, LLC | 530,083 | $17.9M | 0.06% | +530,083 | New |
| State Street Corp | 652,288 | $22.0M | 0.00% | −207,862−24.2% | Reduced |
| Congress Wealth Management LLC | 677,847 | $22.9M | 0.59% | +348,358+105.7% | Added |
| Osborne Partners Capital Management, LLC | 749,525 | $25.3M | 1.98% | +11,828+1.6% | Added |
| BLB&B Advisors, LLC | 1,138,112 | $38.4M | 2.97% | +53,450+4.9% | Added |
| Barclays PLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| GPWM LLC | 0 | $0 | 0.00% | −163,648−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −143,360−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −140,275−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −91,731−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −73,109−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −69,461−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −12,395−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,375−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −7,189−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| WBH Advisory Inc | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |