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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 34,350 | $1.05M | 0.00% | −59,936−63.6% | Reduced |
| Janney Montgomery Scott LLC | 34,502 | $1.05M | 0.00% | −2,188−6.0% | Reduced |
| JPMorgan Chase & Co | 37,338 | $1.14M | 0.00% | +640+1.7% | Added |
| Measured Wealth Private Client Group, LLC | 37,753 | $1.15M | 0.44% | −1,765−4.5% | Reduced |
| AllSquare Wealth Management LLC | 39,825 | $1.17M | 0.76% | 00.0% | Unchanged |
| Associated Banc-Corp | 38,612 | $1.18M | 0.04% | +5,045+15.0% | Added |
| Peak Financial Management, Inc. | 39,171 | $1.20M | 0.43% | +1,925+5.2% | Added |
| EP Wealth Advisors, LLC | 45,632 | $1.30M | 0.02% | −435,121−90.5% | Reduced |
| Forefront Analytics, LLC | 42,443 | $1.30M | 0.74% | −2,988−6.6% | Reduced |
| Chicago Partners Investment Group LLC | 41,071 | $1.31M | 0.07% | −81−0.2% | Reduced |
| Camden Capital, LLC | 44,059 | $1.35M | 0.15% | +1,925+4.6% | Added |
| Engrave Wealth Partners LLC | 48,264 | $1.48M | 0.47% | +26+0.1% | Added |
| Avion Wealth | 52,819 | $1.61M | 0.42% | −3,144−5.6% | Reduced |
| Stifel Financial Corp | 56,474 | $1.73M | 0.00% | −3,361−5.6% | Reduced |
| Morgan Stanley | 58,481 | $1.79M | 0.00% | +2,683+4.8% | Added |
| RiverGlades Family Offices LLC | 66,965 | $2.05M | 1.82% | 00.0% | Unchanged |
| VPR Management LLC | 67,800 | $2.07M | 0.53% | 00.0% | Unchanged |
| Sharper & Granite LLC | 75,310 | $2.30M | 1.33% | +1,870+2.5% | Added |
| Insight Advisors, LLC | 82,737 | $2.53M | 0.56% | −13,115−13.7% | Reduced |
| Idaho Trust Bank | 92,246 | $2.82M | 1.77% | +92,246 | New |
| Cerity Partners LLC | 97,513 | $2.98M | 0.01% | −12,391−11.3% | Reduced |
| Atria Investments LLC | 98,974 | $3.03M | 0.05% | +10,423+11.8% | Added |
| Hancock Whitney Corp | 109,313 | $3.34M | 0.13% | −11,339−9.4% | Reduced |
| UBS Group AG | 117,817 | $3.60M | 0.00% | −11,089−8.6% | Reduced |
| Goldman Sachs Group Inc | 120,189 | $3.67M | 0.00% | −1,285−1.1% | Reduced |
| CoreCap Advisors, LLC | 124,811 | $3.82M | 0.27% | +124,811 | New |
| Royal Bank of Canada | 138,527 | $4.23M | 0.00% | −8,907−6.0% | Reduced |
| Acima Private Wealth, LLC | 150,286 | $4.59M | 2.20% | −376−0.2% | Reduced |
| Ameriprise Financial Inc | 153,982 | $4.71M | 0.00% | −12,601−7.6% | Reduced |
| Heartland Bank & Trust Co | 155,176 | $4.74M | 3.71% | −42,596−21.5% | Reduced |
| Legend Financial Advisors, Inc. | 158,638 | $4.85M | 4.05% | +11,669+7.9% | Added |
| Washington Trust Bank | 196,298 | $6.00M | 0.61% | −26,150−11.8% | Reduced |
| Envestnet Asset Management Inc | 207,759 | $6.35M | 0.00% | −9,485−4.4% | Reduced |
| Ironwood Wealth Management, LLC. | 214,698 | $6.56M | 2.44% | +12,980+6.4% | Added |
| Jane Street Group, LLC | 227,674 | $6.96M | 0.01% | −241,896−51.5% | Reduced |
| State Street Corp | 361,528 | $11.1M | 0.00% | −198,907−35.5% | Reduced |
| Bank of New York Mellon Corp | 395,903 | $12.1M | 0.00% | −10,119−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 434,324 | $13.3M | 0.14% | −284,060−39.5% | Reduced |
| Dimension Capital Management LLC | 509,790 | $15.6M | 3.37% | +4,652+0.9% | Added |
| CIBC Private Wealth Group, LLC | 575,264 | $17.6M | 0.04% | −16,950−2.9% | Reduced |
| Osborne Partners Capital Management, LLC | 753,363 | $23.0M | 1.66% | +5,225+0.7% | Added |
| BLB&B Advisors, LLC | 1,283,339 | $39.2M | 2.74% | +91,231+7.7% | Added |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −53,819−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −33,530−100.0% | Sold out |
| Colony Family Offices, LLC | 0 | $0 | 0.00% | −23,721−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,816−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −6,787−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,537−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −58−100.0% | Sold out |