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 2023
Institutional positions in Barclays Bank 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
- 141
- +4 vs. Q3 2023
- Shares held
- 8.91M
- −370.6K (−4.0%) vs. Q3 2023
- Total value
- $270.7M
- −$27.5M (−9.2%) vs. Q3 2023
- New holders
- 18
- 30 more added
- Sold out
- 14
- 50 more reduced
1 institution 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 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 2023
Shares, value and share of portfolio for each institution holding Barclays Bank PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 1,339,330 | $40.7M | 2.57% | −60,287−4.3% | Reduced |
| Osborne Partners Capital Management, LLC | 747,275 | $22.7M | 1.49% | −4,829−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 533,238 | $16.2M | 0.05% | −85,196−13.8% | Reduced |
| Dimension Capital Management LLC | 500,943 | $15.2M | 3.17% | −6,408−1.3% | Reduced |
| Goldman Sachs Group Inc | 481,928 | $14.6M | 0.00% | −568−0.1% | Reduced |
| Heartland Bank & Trust Co | 408,080 | $12.4M | 8.54% | +239,070+141.5% | Added |
| Washington Trust Bank | 246,147 | $7.48M | 0.66% | +114,044+86.3% | Added |
| Camden Capital, LLC | 245,131 | $7.45M | 0.76% | +201,482+461.6% | Added |
| Morgan Stanley | 233,298 | $7.09M | 0.00% | +176,987+314.3% | Added |
| Forefront Analytics, LLC | 226,165 | $6.87M | 3.39% | +173,161+326.7% | Added |
| RMB Capital Management, LLC | 186,293 | $5.66M | 0.17% | +186,293 | New |
| Acima Private Wealth, LLC | 183,232 | $5.57M | 2.17% | +3,058+1.7% | Added |
| Legend Financial Advisors, Inc. | 161,447 | $4.91M | 3.94% | +2,567+1.6% | Added |
| Ameriprise Financial Inc | 160,634 | $4.88M | 0.00% | +2,516+1.6% | Added |
| Green Square Capital Advisors LLC | 143,598 | $4.36M | 0.59% | +143,598 | New |
| CoreCap Advisors, LLC | 130,900 | $3.98M | 0.26% | +3,044+2.4% | Added |
| CIBC Private Wealth Group, LLC | 126,732 | $3.85M | 0.01% | −408,052−76.3% | Reduced |
| LPL Financial LLC | 120,746 | $3.67M | 0.00% | +2,909+2.5% | Added |
| Ironwood Wealth Management, LLC. | 119,723 | $3.64M | 1.21% | −20,082−14.4% | Reduced |
| Hancock Whitney Corp | 115,771 | $3.52M | 0.13% | +5,379+4.9% | Added |
| UBS Group AG | 104,069 | $3.16M | 0.00% | −2,933−2.7% | Reduced |
| Atria Investments LLC | 102,632 | $3.12M | 0.05% | −4,487−4.2% | Reduced |
| Cultivar Capital, Inc. | 102,631 | $3.12M | 2.74% | +102,631 | New |
| National Asset Management, Inc. | 98,199 | $2.98M | 0.08% | −3,870−3.8% | Reduced |
| Ackerman Capital Advisors, LLC | 82,037 | $2.49M | 0.70% | −6,118−6.9% | Reduced |
| Royal Bank of Canada | 81,232 | $2.47M | 0.00% | −26,983−24.9% | Reduced |
| JPMorgan Chase & Co | 77,305 | $2.35M | 0.00% | +24,091+45.3% | Added |
| Bruce G. Allen Investments, LLC | 74,392 | $2.26M | 2.06% | +74,392 | New |
| NVWM, LLC | 72,779 | $2.21M | 0.66% | −12,822−15.0% | Reduced |
| Sharper & Granite LLC | 71,170 | $2.16M | 1.12% | −3,545−4.7% | Reduced |
| Unique Wealth, LLC | 68,803 | $2.09M | 0.68% | +42,485+161.4% | Added |
| VPR Management LLC | 67,800 | $2.06M | 0.53% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 68,595 | $2.05M | 1.66% | +1,270+1.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 65,870 | $2.00M | 0.01% | −1,683−2.5% | Reduced |
| Idaho Trust Bank | 65,243 | $1.98M | 1.15% | −33,868−34.2% | Reduced |
| Engrave Wealth Partners LLC | 58,816 | $1.79M | 0.51% | +58,816 | New |
| Insight Advisors, LLC | 56,842 | $1.73M | 0.37% | −8,283−12.7% | Reduced |
| OneAscent Financial Services LLC | 52,414 | $1.59M | 0.20% | +12,169+30.2% | Added |
| Captrust Financial Advisors | 45,262 | $1.38M | 0.00% | +21,415+89.8% | Added |
| Cerity Partners LLC | 44,816 | $1.36M | 0.00% | +44,816 | New |
| Associated Banc-Corp | 39,952 | $1.21M | 0.04% | −571−1.4% | Reduced |
| Peak Financial Management, Inc. | 39,816 | $1.21M | 0.41% | +1,075+2.8% | Added |
| AllSquare Wealth Management LLC | 38,900 | $1.18M | 0.73% | −825−2.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 38,091 | $1.16M | 0.43% | −1,817−4.6% | Reduced |
| Stifel Financial Corp | 37,710 | $1.15M | 0.00% | −18,637−33.1% | Reduced |
| Janney Montgomery Scott LLC | 32,593 | $991.0K | 0.00% | +31+0.1% | Added |
| Atria Wealth Solutions, Inc. | 32,560 | $989.5K | 0.01% | −1,442−4.2% | Reduced |
| Topel & Distasi Wealth Management, LLC | 30,579 | $929.3K | 0.44% | +18,551+154.2% | Added |
| Envestnet Asset Management Inc | 29,982 | $911.2K | 0.00% | −1,713−5.4% | Reduced |
| MONECO Advisors, LLC | 29,157 | $886.1K | 0.17% | +619+2.2% | Added |
| Slow Capital, Inc. | 25,957 | $788.8K | 0.14% | −940−3.5% | Reduced |
| Camelot Technology Advisors, Inc. | 24,476 | $743.8K | 0.76% | +24,476 | New |
| Alliancebernstein L.P. | 23,033 | $700.0K | 0.00% | −264−1.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $697.0K | 0.06% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 22,721 | $690.5K | 0.01% | −600−2.6% | Reduced |
| Congress Wealth Management LLC | 22,298 | $677.6K | 0.01% | −5,680−20.3% | Reduced |
| Bailard, Inc. | 22,000 | $668.6K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 21,875 | $664.8K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 20,808 | $632.4K | 0.03% | +1,768+9.3% | Added |
| Advisory Services Network, LLC | 20,045 | $609.2K | 0.01% | −10,939−35.3% | Reduced |
| HighTower Advisors, LLC | 19,662 | $596.0K | 0.00% | −90.0% | Reduced |
| Twelve Points Wealth Management LLC | 19,530 | $593.5K | 0.28% | +983+5.3% | Added |
| Vontobel Holding Ltd. | 18,809 | $571.6K | 0.00% | −649−3.3% | Reduced |
| Patriot Investment Management Inc. | 17,570 | $534.0K | 0.05% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 16,986 | $516.0K | 0.21% | −10,694−38.6% | Reduced |
| FMR LLC | 16,475 | $500.7K | 0.00% | −2,045−11.0% | Reduced |
| EP Wealth Advisors, LLC | 16,140 | $490.5K | 0.01% | −2,920−15.3% | Reduced |
| Evanson Asset Management, LLC | 15,807 | $480.4K | 0.04% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 14,869 | $452.0K | 0.01% | −51,217−77.5% | Reduced |
| Parkside Financial Bank & Trust | 14,469 | $439.7K | 0.08% | +1,155+8.7% | Added |
| Empower Advisory Group, LLC | 13,269 | $403.2K | 0.00% | +497+3.9% | Added |
| Coldstream Capital Management Inc | 12,970 | $394.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 12,859 | $391.0K | 0.11% | −26,736−67.5% | Reduced |
| US Bancorp | 12,586 | $382.5K | 0.00% | −2,155−14.6% | Reduced |
| Pitcairn Co | 11,902 | $361.7K | 0.03% | +11,902 | New |
| Snowden Capital Advisors LLC | 11,810 | $358.9K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,790 | $358.3K | 0.00% | −107−0.9% | Reduced |
| MontVue Capital Management, Inc. | 10,935 | $332.3K | 0.32% | +10,935 | New |
| First Horizon Advisors, Inc. | 10,544 | $320.4K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,160 | $308.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,795 | $297.6K | 0.00% | −3,119−24.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,409 | $286.2K | 0.00% | +679+7.8% | Added |
| CI Private Wealth, LLC | 9,396 | $285.5K | 0.00% | +797+9.3% | Added |
| Jane Street Group, LLC | 9,363 | $284.5K | 0.00% | −775,443−98.8% | Reduced |
| AlphaMark Advisors, LLC | 9,120 | $277.0K | 0.11% | +1,325+17.0% | Added |
| Cetera Investment Advisers | 8,657 | $263.1K | 0.00% | −17−0.2% | Reduced |
| Bangor Savings Bank | 8,527 | $259.1K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,218 | $249.7K | 0.00% | +383+4.9% | Added |
| PDS Planning, Inc | 8,067 | $245.2K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 7,834 | $238.1K | 0.00% | −612−7.2% | Reduced |
| Boston Standard Wealth Management, LLC | 7,194 | $231.0K | 0.06% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 7,487 | $227.5K | 0.04% | +7,487 | New |
| Phillips Financial Management, LLC | 7,208 | $219.1K | 0.02% | −184−2.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 7,000 | $212.7K | 0.14% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,820 | $207.0K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 6,733 | $204.6K | 0.01% | +433+6.9% | Added |
| Traverso Chambers Private Wealth Management, LLC | 6,728 | $204.5K | 0.05% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 5,266 | $160.0K | 0.23% | +39+0.7% | Added |
| Bank of New Hampshire | 4,700 | $142.8K | 0.04% | −1,620−25.6% | Reduced |
| FSC Wealth Advisors, LLC | 3,679 | $111.8K | 0.08% | +3,679 | New |