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, Q2 2023
Institutional positions in Barclays Bank PLC as of Jun 30, 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
- 142
- −2 vs. Q1 2023
- Shares held
- 8.53M
- −1.51M (−15.0%) vs. Q1 2023
- Total value
- $260.6M
- −$41.3M (−13.7%) vs. Q1 2023
- New holders
- 11
- 27 more added
- Sold out
- 13
- 53 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Barclays Bank PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 1,283,339 | $39.2M | 2.74% | +91,231+7.7% | Added |
| Osborne Partners Capital Management, LLC | 753,363 | $23.0M | 1.66% | +5,225+0.7% | Added |
| CIBC Private Wealth Group, LLC | 575,264 | $17.6M | 0.04% | −16,950−2.9% | Reduced |
| Dimension Capital Management LLC | 509,790 | $15.6M | 3.37% | +4,652+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 434,324 | $13.3M | 0.14% | −284,060−39.5% | Reduced |
| Bank of New York Mellon Corp | 395,903 | $12.1M | 0.00% | −10,119−2.5% | Reduced |
| State Street Corp | 361,528 | $11.1M | 0.00% | −198,907−35.5% | Reduced |
| Jane Street Group, LLC | 227,674 | $6.96M | 0.01% | −241,896−51.5% | Reduced |
| Ironwood Wealth Management, LLC. | 214,698 | $6.56M | 2.44% | +12,980+6.4% | Added |
| Envestnet Asset Management Inc | 207,759 | $6.35M | 0.00% | −9,485−4.4% | Reduced |
| Washington Trust Bank | 196,298 | $6.00M | 0.61% | −26,150−11.8% | Reduced |
| Legend Financial Advisors, Inc. | 158,638 | $4.85M | 4.05% | +11,669+7.9% | Added |
| Heartland Bank & Trust Co | 155,176 | $4.74M | 3.71% | −42,596−21.5% | Reduced |
| Ameriprise Financial Inc | 153,982 | $4.71M | 0.00% | −12,601−7.6% | Reduced |
| Acima Private Wealth, LLC | 150,286 | $4.59M | 2.20% | −376−0.2% | Reduced |
| Royal Bank of Canada | 138,527 | $4.23M | 0.00% | −8,907−6.0% | Reduced |
| CoreCap Advisors, LLC | 124,811 | $3.82M | 0.27% | +124,811 | New |
| Goldman Sachs Group Inc | 120,189 | $3.67M | 0.00% | −1,285−1.1% | Reduced |
| UBS Group AG | 117,817 | $3.60M | 0.00% | −11,089−8.6% | Reduced |
| Hancock Whitney Corp | 109,313 | $3.34M | 0.13% | −11,339−9.4% | Reduced |
| Atria Investments LLC | 98,974 | $3.03M | 0.05% | +10,423+11.8% | Added |
| Cerity Partners LLC | 97,513 | $2.98M | 0.01% | −12,391−11.3% | Reduced |
| Idaho Trust Bank | 92,246 | $2.82M | 1.77% | +92,246 | New |
| Insight Advisors, LLC | 82,737 | $2.53M | 0.56% | −13,115−13.7% | Reduced |
| Sharper & Granite LLC | 75,310 | $2.30M | 1.33% | +1,870+2.5% | Added |
| VPR Management LLC | 67,800 | $2.07M | 0.53% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 66,965 | $2.05M | 1.82% | 00.0% | Unchanged |
| Morgan Stanley | 58,481 | $1.79M | 0.00% | +2,683+4.8% | Added |
| Stifel Financial Corp | 56,474 | $1.73M | 0.00% | −3,361−5.6% | Reduced |
| Avion Wealth | 52,819 | $1.61M | 0.42% | −3,144−5.6% | Reduced |
| Engrave Wealth Partners LLC | 48,264 | $1.48M | 0.47% | +26+0.1% | Added |
| Camden Capital, LLC | 44,059 | $1.35M | 0.15% | +1,925+4.6% | Added |
| Chicago Partners Investment Group LLC | 41,071 | $1.31M | 0.07% | −81−0.2% | Reduced |
| Forefront Analytics, LLC | 42,443 | $1.30M | 0.74% | −2,988−6.6% | Reduced |
| EP Wealth Advisors, LLC | 45,632 | $1.30M | 0.02% | −435,121−90.5% | Reduced |
| Peak Financial Management, Inc. | 39,171 | $1.20M | 0.43% | +1,925+5.2% | Added |
| Associated Banc-Corp | 38,612 | $1.18M | 0.04% | +5,045+15.0% | Added |
| AllSquare Wealth Management LLC | 39,825 | $1.17M | 0.76% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 37,753 | $1.15M | 0.44% | −1,765−4.5% | Reduced |
| JPMorgan Chase & Co | 37,338 | $1.14M | 0.00% | +640+1.7% | Added |
| Janney Montgomery Scott LLC | 34,502 | $1.05M | 0.00% | −2,188−6.0% | Reduced |
| LPL Financial LLC | 34,350 | $1.05M | 0.00% | −59,936−63.6% | Reduced |
| OneAscent Financial Services LLC | 33,193 | $1.01M | 0.45% | +4,516+15.7% | Added |
| NVWM, LLC | 31,089 | $950.4K | 0.31% | −25,418−45.0% | Reduced |
| Atria Wealth Solutions, Inc. | 30,150 | $921.7K | 0.01% | +187+0.6% | Added |
| Vontobel Holding Ltd. | 29,752 | $909.5K | 0.01% | +381+1.3% | Added |
| Flow Traders U.S. LLC | 29,613 | $905.0K | 0.04% | −9,794−24.9% | Reduced |
| MONECO Advisors, LLC | 29,154 | $891.2K | 0.24% | −5,680−16.3% | Reduced |
| OneAscent Wealth Management LLC | 29,082 | $889.0K | 0.42% | +4,187+16.8% | Added |
| Slow Capital, Inc. | 28,537 | $872.4K | 0.15% | +546+2.0% | Added |
| Beacon Pointe Advisors, LLC | 28,196 | $862.0K | 0.01% | −9,674−25.5% | Reduced |
| Congress Wealth Management LLC | 26,358 | $805.8K | 0.02% | −201,853−88.5% | Reduced |
| Captrust Financial Advisors | 24,764 | $757.0K | 0.00% | +4,383+21.5% | Added |
| National Asset Management, Inc. | 24,000 | $733.7K | 0.02% | −994−4.0% | Reduced |
| Alliancebernstein L.P. | 23,727 | $725.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 22,817 | $697.5K | 0.02% | +7,540+49.4% | Added |
| Renaissance Technologies LLC | 22,800 | $697.0K | 0.00% | −26,053−53.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $694.0K | 0.07% | 00.0% | Unchanged |
| Bailard, Inc. | 22,000 | $672.5K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 21,875 | $668.7K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 19,350 | $591.0K | 0.00% | −283−1.4% | Reduced |
| Baker Avenue Asset Management, LP | 19,040 | $582.1K | 0.03% | −19−0.1% | Reduced |
| Patriot Investment Management Inc. | 17,570 | $537.1K | 0.05% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 17,424 | $532.7K | 0.28% | +1,447+9.1% | Added |
| Evanson Asset Management, LLC | 15,807 | $483.2K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 15,769 | $482.1K | 0.00% | −1,443−8.4% | Reduced |
| Empower Advisory Group, LLC | 15,078 | $460.9K | 0.00% | −710−4.5% | Reduced |
| Parkside Financial Bank & Trust | 13,314 | $407.0K | 0.10% | +285+2.2% | Added |
| Old National Bancorp | 13,135 | $401.5K | 0.01% | −2,696−17.0% | Reduced |
| Coldstream Capital Management Inc | 12,970 | $396.5K | 0.01% | 00.0% | Unchanged |
| Topel & Distasi Wealth Management, LLC | 12,303 | $376.1K | 0.19% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,292 | $375.8K | 0.00% | −1,494−10.8% | Reduced |
| First Foundation Advisors | 11,121 | $340.0K | 0.01% | −3,015−21.3% | Reduced |
| Janney Capital Management LLC | 10,799 | $330.0K | 0.02% | −96−0.9% | Reduced |
| Paragon Capital Management Ltd | 10,691 | $326.8K | 0.07% | −1,852−14.8% | Reduced |
| Snowden Capital Advisors LLC | 10,430 | $318.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10,333 | $315.9K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,160 | $310.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,885 | $302.0K | 0.00% | +3,372+51.8% | Added |
| Advisory Services & Investments, LLC | 9,614 | $293.9K | 0.24% | −6−0.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,551 | $292.0K | 0.12% | +9,551 | New |
| Cetera Investment Advisers | 9,227 | $282.1K | 0.00% | −662−6.7% | Reduced |
| Verus Capital Partners, LLC | 9,120 | $278.8K | 0.04% | +9,120 | New |
| Bangor Savings Bank | 8,527 | $260.7K | 0.03% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 8,500 | $259.8K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,067 | $246.6K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,790 | $238.1K | 0.00% | −2,728−25.9% | Reduced |
| Phillips Financial Management, LLC | 7,392 | $226.0K | 0.02% | +700+10.5% | Added |
| Boston Standard Wealth Management, LLC | 7,194 | $220.0K | 0.06% | +7,194 | New |
| Trivant Custom Portfolio Group, LLC | 7,000 | $214.0K | 0.15% | 00.0% | Unchanged |
| Rockland Trust Co | 6,848 | $209.3K | 0.01% | +205+3.1% | Added |
| Traverso Chambers Private Wealth Management, LLC | 6,728 | $205.7K | 0.05% | 00.0% | Unchanged |
| Unique Wealth, LLC | 6,628 | $202.6K | 0.09% | +6,628 | New |
| Bank of New Hampshire | 6,320 | $193.2K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,950 | $182.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,841 | $178.6K | 0.00% | −2,944−33.5% | Reduced |
| MRP Capital Investments, LLC | 5,600 | $171.2K | 0.17% | −30,846−84.6% | Reduced |
| Clear Investment Research, LLC | 5,303 | $162.1K | 0.27% | −548−9.4% | Reduced |
| AlphaMark Advisors, LLC | 4,510 | $138.0K | 0.06% | +2,225+97.4% | Added |
| Parallel Advisors, LLC | 4,147 | $126.8K | 0.00% | −412−9.0% | Reduced |