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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $12 | 0.00% | −180−100.0% | Reduced |
| Huntington National Bank | – | $31 | 0.00% | – | – |
| Bear Mountain Capital, Inc. | 2 | $64 | 0.00% | −4−66.7% | Reduced |
| Larson Financial Group LLC | 6 | $187 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $498 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | – | $566 | 0.00% | – | – |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $622 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 45 | $1.40K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $1.71K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 90 | $2.80K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 92 | $2.86K | 0.00% | +92 | New |
| Whittier Trust Co | 110 | $3.42K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 104 | $4.00K | 0.00% | −1,685−94.2% | Reduced |
| Tower Research Capital LLC (TRC) | 131 | $4.07K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 155 | $4.82K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 239 | $7.43K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 260 | $8.09K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 281 | $8.74K | 0.00% | +281 | New |
| Front Row Advisors LLC | 320 | $9.95K | 0.00% | +99+44.8% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $12.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 441 | $13.7K | 0.00% | +86+24.2% | Added |
| Smithfield Trust Co | 520 | $16.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 522 | $16.2K | 0.00% | +522 | New |
| Continuum Advisory, LLC | 607 | $19.7K | 0.00% | +607 | New |
| Belmont Capital, LLC | 747 | $23.2K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 795 | $24.7K | 0.02% | +795 | New |
| PSI Advisors, LLC | 848 | $26.4K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,145 | $35.6K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,564 | $48.6K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,330 | $72.5K | 0.00% | −872−27.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,399 | $74.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,900 | $90.2K | 0.02% | −1,800−38.3% | Reduced |
| Umb Bank N A | 3,435 | $106.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3,749 | $117.0K | 0.03% | −9,110−70.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,595 | $142.9K | 0.00% | −5,200−53.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,636 | $144.3K | 0.00% | −4,773−50.7% | Reduced |
| Simplex Trading, LLC | 4,853 | $150.0K | 0.00% | +4,853 | New |
| Clear Investment Research, LLC | 5,309 | $165.1K | 0.22% | +43+0.8% | Added |
| Colony Family Offices, LLC | 6,443 | $200.4K | 0.06% | +6,443 | New |
| Cardiff Park Advisors, LLC | 6,488 | $201.8K | 0.02% | +6,488 | New |
| Alpha Cubed Investments, LLC | 6,730 | $209.3K | 0.01% | +6,730 | New |
| Bessemer Group Inc | 6,820 | $212.0K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 7,000 | $217.7K | 0.14% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 7,208 | $224.2K | 0.02% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 7,241 | $225.0K | 0.05% | +47+0.7% | Added |
| Creative Planning | 7,676 | $238.7K | 0.00% | −158−2.0% | Reduced |
| PDS Planning, Inc | 8,067 | $250.9K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,032 | $312.0K | 0.00% | +636+6.8% | Added |
| Brown Advisory Inc | 10,160 | $316.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 10,200 | $317.2K | 0.00% | +10,200 | New |
| US Bancorp | 10,770 | $334.9K | 0.00% | −1,816−14.4% | Reduced |
| Coldstream Capital Management Inc | 11,062 | $344.0K | 0.01% | −1,908−14.7% | Reduced |
| AlphaMark Advisors, LLC | 11,395 | $354.0K | 0.12% | +2,275+24.9% | Added |
| First Horizon Advisors, Inc. | 11,418 | $355.1K | 0.01% | +874+8.3% | Added |
| Citadel Advisors LLC | 11,439 | $355.8K | 0.00% | +11,439 | New |
| MontVue Capital Management, Inc. | 11,614 | $361.2K | 0.32% | +679+6.2% | Added |
| Bangor Savings Bank | 11,827 | $367.8K | 0.04% | +3,300+38.7% | Added |
| Pitcairn Co | 11,902 | $370.2K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,103 | $376.4K | 0.00% | +3,446+39.8% | Added |
| Empower Advisory Group, LLC | 13,177 | $409.8K | 0.00% | −92−0.7% | Reduced |
| Parkside Financial Bank & Trust | 13,896 | $432.2K | 0.07% | −573−4.0% | Reduced |
| EP Wealth Advisors, LLC | 14,355 | $446.4K | 0.01% | −1,785−11.1% | Reduced |
| LPL Financial LLC | 15,494 | $481.9K | 0.00% | −105,252−87.2% | Reduced |
| OneAscent Wealth Management LLC | 16,081 | $500.0K | 0.19% | −905−5.3% | Reduced |
| FMR LLC | 16,475 | $512.4K | 0.00% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 17,570 | $546.4K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,363 | $568.0K | 0.00% | −1,299−6.6% | Reduced |
| Vontobel Holding Ltd. | 18,809 | $585.0K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 19,410 | $603.7K | 0.06% | +19,410 | New |
| Twelve Points Wealth Management LLC | 20,207 | $628.4K | 0.23% | +677+3.5% | Added |
| Snowden Capital Advisors LLC | 20,210 | $628.5K | 0.02% | +8,400+71.1% | Added |
| Baker Avenue Asset Management, LP | 20,698 | $643.7K | 0.03% | −110−0.5% | Reduced |
| Congress Wealth Management LLC | 20,921 | $650.6K | 0.01% | −1,377−6.2% | Reduced |
| Beacon Pointe Advisors, LLC | 21,234 | $660.4K | 0.01% | −1,487−6.5% | Reduced |
| Moneta Group Investment Advisors LLC | 21,875 | $680.3K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 22,000 | $684.2K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $698.0K | 0.04% | 00.0% | Unchanged |
| Slow Capital, Inc. | 23,061 | $717.2K | 0.11% | −2,896−11.2% | Reduced |
| Advisory Services Network, LLC | 24,027 | $747.2K | 0.02% | +3,982+19.9% | Added |
| Alliancebernstein L.P. | 24,403 | $758.9K | 0.00% | +1,370+5.9% | Added |
| Measured Wealth Private Client Group, LLC | 25,476 | $792.3K | 0.28% | −12,615−33.1% | Reduced |
| Captrust Financial Advisors | 26,518 | $824.7K | 0.00% | −18,744−41.4% | Reduced |
| Stifel Financial Corp | 27,758 | $863.3K | 0.00% | −9,952−26.4% | Reduced |
| Royal Bank of Canada | 28,211 | $878.0K | 0.00% | −53,021−65.3% | Reduced |
| MONECO Advisors, LLC | 28,737 | $893.7K | 0.14% | −420−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 28,805 | $895.8K | 0.01% | −3,755−11.5% | Reduced |
| Envestnet Asset Management Inc | 29,161 | $906.9K | 0.00% | −821−2.7% | Reduced |
| Camelot Technology Advisors, Inc. | 29,393 | $914.1K | 0.85% | +4,917+20.1% | Added |
| Janney Montgomery Scott LLC | 30,574 | $951.0K | 0.00% | −2,019−6.2% | Reduced |
| Associated Banc-Corp | 31,340 | $974.7K | 0.03% | −8,612−21.6% | Reduced |
| Flow Traders U.S. LLC | 35,727 | $1.11M | 0.06% | +20,858+140.3% | Added |
| 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 |
| AllSquare Wealth Management LLC | 38,338 | $1.19M | 0.70% | −562−1.4% | Reduced |
| Insight Advisors, LLC | 38,609 | $1.20M | 0.23% | −18,233−32.1% | Reduced |
| Peak Financial Management, Inc. | 38,796 | $1.21M | 0.38% | −1,020−2.6% | Reduced |
| Cerity Partners LLC | 39,979 | $1.24M | 0.00% | −4,837−10.8% | Reduced |
| Ackerman Capital Advisors, LLC | 50,127 | $1.56M | 0.43% | −31,910−38.9% | Reduced |
| Morgan Stanley | 51,591 | $1.60M | 0.00% | −181,707−77.9% | Reduced |