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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 39,952 | $1.21M | 0.04% | −571−1.4% | Reduced |
| Cerity Partners LLC | 44,816 | $1.36M | 0.00% | +44,816 | New |
| Captrust Financial Advisors | 45,262 | $1.38M | 0.00% | +21,415+89.8% | Added |
| OneAscent Financial Services LLC | 52,414 | $1.59M | 0.20% | +12,169+30.2% | Added |
| Insight Advisors, LLC | 56,842 | $1.73M | 0.37% | −8,283−12.7% | Reduced |
| Engrave Wealth Partners LLC | 58,816 | $1.79M | 0.51% | +58,816 | New |
| Idaho Trust Bank | 65,243 | $1.98M | 1.15% | −33,868−34.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 65,870 | $2.00M | 0.01% | −1,683−2.5% | Reduced |
| RiverGlades Family Offices LLC | 68,595 | $2.05M | 1.66% | +1,270+1.9% | Added |
| VPR Management LLC | 67,800 | $2.06M | 0.53% | 00.0% | Unchanged |
| Unique Wealth, LLC | 68,803 | $2.09M | 0.68% | +42,485+161.4% | Added |
| Sharper & Granite LLC | 71,170 | $2.16M | 1.12% | −3,545−4.7% | Reduced |
| NVWM, LLC | 72,779 | $2.21M | 0.66% | −12,822−15.0% | Reduced |
| Bruce G. Allen Investments, LLC | 74,392 | $2.26M | 2.06% | +74,392 | New |
| JPMorgan Chase & Co | 77,305 | $2.35M | 0.00% | +24,091+45.3% | Added |
| Royal Bank of Canada | 81,232 | $2.47M | 0.00% | −26,983−24.9% | Reduced |
| Ackerman Capital Advisors, LLC | 82,037 | $2.49M | 0.70% | −6,118−6.9% | Reduced |
| National Asset Management, Inc. | 98,199 | $2.98M | 0.08% | −3,870−3.8% | Reduced |
| Cultivar Capital, Inc. | 102,631 | $3.12M | 2.74% | +102,631 | New |
| Atria Investments LLC | 102,632 | $3.12M | 0.05% | −4,487−4.2% | Reduced |
| UBS Group AG | 104,069 | $3.16M | 0.00% | −2,933−2.7% | Reduced |
| Hancock Whitney Corp | 115,771 | $3.52M | 0.13% | +5,379+4.9% | Added |
| Ironwood Wealth Management, LLC. | 119,723 | $3.64M | 1.21% | −20,082−14.4% | Reduced |
| LPL Financial LLC | 120,746 | $3.67M | 0.00% | +2,909+2.5% | Added |
| CIBC Private Wealth Group, LLC | 126,732 | $3.85M | 0.01% | −408,052−76.3% | Reduced |
| CoreCap Advisors, LLC | 130,900 | $3.98M | 0.26% | +3,044+2.4% | Added |
| Green Square Capital Advisors LLC | 143,598 | $4.36M | 0.59% | +143,598 | New |
| Ameriprise Financial Inc | 160,634 | $4.88M | 0.00% | +2,516+1.6% | Added |
| Legend Financial Advisors, Inc. | 161,447 | $4.91M | 3.94% | +2,567+1.6% | Added |
| Acima Private Wealth, LLC | 183,232 | $5.57M | 2.17% | +3,058+1.7% | Added |
| RMB Capital Management, LLC | 186,293 | $5.66M | 0.17% | +186,293 | New |
| Forefront Analytics, LLC | 226,165 | $6.87M | 3.39% | +173,161+326.7% | Added |
| Morgan Stanley | 233,298 | $7.09M | 0.00% | +176,987+314.3% | Added |
| Camden Capital, LLC | 245,131 | $7.45M | 0.76% | +201,482+461.6% | Added |
| Washington Trust Bank | 246,147 | $7.48M | 0.66% | +114,044+86.3% | Added |
| Heartland Bank & Trust Co | 408,080 | $12.4M | 8.54% | +239,070+141.5% | Added |
| Goldman Sachs Group Inc | 481,928 | $14.6M | 0.00% | −568−0.1% | Reduced |
| Dimension Capital Management LLC | 500,943 | $15.2M | 3.17% | −6,408−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 533,238 | $16.2M | 0.05% | −85,196−13.8% | Reduced |
| Osborne Partners Capital Management, LLC | 747,275 | $22.7M | 1.49% | −4,829−0.6% | Reduced |
| BLB&B Advisors, LLC | 1,339,330 | $40.7M | 2.57% | −60,287−4.3% | Reduced |
| State Street Corp | 0 | $0 | 0.00% | −217,057−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −80,426−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −66,179−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −39,861−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −10,691−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −10,570−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −9,885−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −9,333−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −8,430−100.0% | Sold out |
| Colony Family Offices, LLC | 0 | $0 | 0.00% | −6,361−100.0% | Sold out |
| Robinswood Financial LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| WFA of San Diego, LLC | – | – | – | – | Not filed |