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, Q1 2024
Institutional positions in Barclays Bank PLC as of Mar 31, 2024. 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
- 130
- −5 vs. Q4 2023
- Shares held
- 8.21M
- −634.4K (−7.2%) vs. Q4 2023
- Total value
- $255.5M
- −$13.1M (−4.9%) vs. Q4 2023
- New holders
- 14
- 34 more added
- Sold out
- 19
- 47 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Barclays Bank PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 1,555,025 | $48.4M | 2.73% | +215,695+16.1% | Added |
| Osborne Partners Capital Management, LLC | 751,079 | $23.4M | 1.44% | +3,804+0.5% | Added |
| Dimension Capital Management LLC | 458,595 | $14.3M | 2.84% | −42,348−8.5% | Reduced |
| Heartland Bank & Trust Co | 437,379 | $13.6M | 7.91% | +29,299+7.2% | Added |
| Goldman Sachs Group Inc | 433,179 | $13.5M | 0.00% | −48,749−10.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 425,635 | $13.2M | 0.03% | −107,603−20.2% | Reduced |
| Camden Capital, LLC | 246,394 | $7.66M | 0.68% | +1,263+0.5% | Added |
| Forefront Analytics, LLC | 226,029 | $7.03M | 3.41% | −136−0.1% | Reduced |
| Acima Private Wealth, LLC | 191,715 | $5.96M | 2.20% | +8,483+4.6% | Added |
| Ameriprise Financial Inc | 177,240 | $5.51M | 0.00% | +16,606+10.3% | Added |
| Washington Trust Bank | 169,261 | $5.26M | 0.50% | −76,886−31.2% | Reduced |
| Legend Financial Advisors, Inc. | 169,086 | $5.26M | 3.81% | +7,639+4.7% | Added |
| First Foundation Advisors | 153,150 | $4.76M | 0.19% | +153,150 | New |
| CoreCap Advisors, LLC | 136,972 | $4.26M | 0.23% | +6,072+4.6% | Added |
| Ironwood Wealth Management, LLC. | 112,523 | $3.50M | 1.13% | −7,200−6.0% | Reduced |
| Hancock Whitney Corp | 109,808 | $3.42M | 0.12% | −5,963−5.2% | Reduced |
| Cultivar Capital, Inc. | 106,399 | $3.31M | 2.82% | +3,768+3.7% | Added |
| National Asset Management, Inc. | 102,069 | $3.28M | 0.09% | +3,870+3.9% | Added |
| Atria Investments LLC | 104,139 | $3.24M | 0.04% | +1,507+1.5% | Added |
| NVWM, LLC | 100,525 | $3.13M | 0.86% | +27,746+38.1% | Added |
| CIBC Private Wealth Group, LLC | 91,533 | $2.87M | 0.01% | −35,199−27.8% | Reduced |
| UBS Group AG | 92,075 | $2.86M | 0.00% | −11,994−11.5% | Reduced |
| Bruce G. Allen Investments, LLC | 78,390 | $2.44M | 2.00% | +3,998+5.4% | Added |
| Unique Wealth, LLC | 78,041 | $2.43M | 0.69% | +9,238+13.4% | Added |
| RiverGlades Family Offices LLC | 70,595 | $2.29M | 1.83% | +2,000+2.9% | Added |
| Sharper & Granite LLC | 68,681 | $2.22M | 1.07% | −2,489−3.5% | Reduced |
| JPMorgan Chase & Co | 68,541 | $2.13M | 0.00% | −8,764−11.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 67,984 | $2.11M | 0.01% | +2,114+3.2% | Added |
| VPR Management LLC | 67,800 | $2.11M | 0.59% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 56,534 | $1.76M | 0.19% | +4,120+7.9% | Added |
| Morgan Stanley | 51,591 | $1.60M | 0.00% | −181,707−77.9% | Reduced |
| Ackerman Capital Advisors, LLC | 50,127 | $1.56M | 0.43% | −31,910−38.9% | Reduced |
| Cerity Partners LLC | 39,979 | $1.24M | 0.00% | −4,837−10.8% | Reduced |
| Peak Financial Management, Inc. | 38,796 | $1.21M | 0.38% | −1,020−2.6% | Reduced |
| Insight Advisors, LLC | 38,609 | $1.20M | 0.23% | −18,233−32.1% | Reduced |
| AllSquare Wealth Management LLC | 38,338 | $1.19M | 0.70% | −562−1.4% | Reduced |
| Topel & Distasi Wealth Management, LLC | 37,395 | $1.16M | 0.51% | +6,816+22.3% | Added |
| Petix & Botte Co | 37,395 | $1.16M | 0.29% | +37,395 | New |
| Flow Traders U.S. LLC | 35,727 | $1.11M | 0.06% | +20,858+140.3% | Added |
| Associated Banc-Corp | 31,340 | $974.7K | 0.03% | −8,612−21.6% | Reduced |
| Janney Montgomery Scott LLC | 30,574 | $951.0K | 0.00% | −2,019−6.2% | Reduced |
| Camelot Technology Advisors, Inc. | 29,393 | $914.1K | 0.85% | +4,917+20.1% | Added |
| Envestnet Asset Management Inc | 29,161 | $906.9K | 0.00% | −821−2.7% | Reduced |
| Atria Wealth Solutions, Inc. | 28,805 | $895.8K | 0.01% | −3,755−11.5% | Reduced |
| MONECO Advisors, LLC | 28,737 | $893.7K | 0.14% | −420−1.4% | Reduced |
| Royal Bank of Canada | 28,211 | $878.0K | 0.00% | −53,021−65.3% | Reduced |
| Stifel Financial Corp | 27,758 | $863.3K | 0.00% | −9,952−26.4% | Reduced |
| Captrust Financial Advisors | 26,518 | $824.7K | 0.00% | −18,744−41.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 25,476 | $792.3K | 0.28% | −12,615−33.1% | Reduced |
| Alliancebernstein L.P. | 24,403 | $758.9K | 0.00% | +1,370+5.9% | Added |
| Advisory Services Network, LLC | 24,027 | $747.2K | 0.02% | +3,982+19.9% | Added |
| Slow Capital, Inc. | 23,061 | $717.2K | 0.11% | −2,896−11.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $698.0K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 22,000 | $684.2K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 21,875 | $680.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 21,234 | $660.4K | 0.01% | −1,487−6.5% | Reduced |
| Congress Wealth Management LLC | 20,921 | $650.6K | 0.01% | −1,377−6.2% | Reduced |
| Baker Avenue Asset Management, LP | 20,698 | $643.7K | 0.03% | −110−0.5% | Reduced |
| Snowden Capital Advisors LLC | 20,210 | $628.5K | 0.02% | +8,400+71.1% | Added |
| Twelve Points Wealth Management LLC | 20,207 | $628.4K | 0.23% | +677+3.5% | Added |
| Main Street Financial Solutions, LLC | 19,410 | $603.7K | 0.06% | +19,410 | New |
| Vontobel Holding Ltd. | 18,809 | $585.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,363 | $568.0K | 0.00% | −1,299−6.6% | Reduced |
| Patriot Investment Management Inc. | 17,570 | $546.4K | 0.04% | 00.0% | Unchanged |
| FMR LLC | 16,475 | $512.4K | 0.00% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 16,081 | $500.0K | 0.19% | −905−5.3% | Reduced |
| LPL Financial LLC | 15,494 | $481.9K | 0.00% | −105,252−87.2% | Reduced |
| EP Wealth Advisors, LLC | 14,355 | $446.4K | 0.01% | −1,785−11.1% | Reduced |
| Parkside Financial Bank & Trust | 13,896 | $432.2K | 0.07% | −573−4.0% | Reduced |
| Empower Advisory Group, LLC | 13,177 | $409.8K | 0.00% | −92−0.7% | Reduced |
| Cetera Investment Advisers | 12,103 | $376.4K | 0.00% | +3,446+39.8% | Added |
| Pitcairn Co | 11,902 | $370.2K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 11,827 | $367.8K | 0.04% | +3,300+38.7% | Added |
| MontVue Capital Management, Inc. | 11,614 | $361.2K | 0.32% | +679+6.2% | Added |
| Citadel Advisors LLC | 11,439 | $355.8K | 0.00% | +11,439 | New |
| First Horizon Advisors, Inc. | 11,418 | $355.1K | 0.01% | +874+8.3% | Added |
| AlphaMark Advisors, LLC | 11,395 | $354.0K | 0.12% | +2,275+24.9% | Added |
| Coldstream Capital Management Inc | 11,062 | $344.0K | 0.01% | −1,908−14.7% | Reduced |
| US Bancorp | 10,770 | $334.9K | 0.00% | −1,816−14.4% | Reduced |
| Barclays PLC | 10,200 | $317.2K | 0.00% | +10,200 | New |
| Brown Advisory Inc | 10,160 | $316.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,032 | $312.0K | 0.00% | +636+6.8% | Added |
| PDS Planning, Inc | 8,067 | $250.9K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 7,676 | $238.7K | 0.00% | −158−2.0% | Reduced |
| Boston Standard Wealth Management, LLC | 7,241 | $225.0K | 0.05% | +47+0.7% | Added |
| Phillips Financial Management, LLC | 7,208 | $224.2K | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 7,000 | $217.7K | 0.14% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,820 | $212.0K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 6,730 | $209.3K | 0.01% | +6,730 | New |
| Cardiff Park Advisors, LLC | 6,488 | $201.8K | 0.02% | +6,488 | New |
| Colony Family Offices, LLC | 6,443 | $200.4K | 0.06% | +6,443 | New |
| Clear Investment Research, LLC | 5,309 | $165.1K | 0.22% | +43+0.8% | Added |
| Simplex Trading, LLC | 4,853 | $150.0K | 0.00% | +4,853 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4,636 | $144.3K | 0.00% | −4,773−50.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,595 | $142.9K | 0.00% | −5,200−53.1% | Reduced |
| Avion Wealth | 3,749 | $117.0K | 0.03% | −9,110−70.8% | Reduced |
| Umb Bank N A | 3,435 | $106.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,900 | $90.2K | 0.02% | −1,800−38.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,399 | $74.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,330 | $72.5K | 0.00% | −872−27.2% | Reduced |