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 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 56,534 | $1.76M | 0.19% | +4,120+7.9% | Added |
| VPR Management LLC | 67,800 | $2.11M | 0.59% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 67,984 | $2.11M | 0.01% | +2,114+3.2% | Added |
| JPMorgan Chase & Co | 68,541 | $2.13M | 0.00% | −8,764−11.3% | Reduced |
| Sharper & Granite LLC | 68,681 | $2.22M | 1.07% | −2,489−3.5% | Reduced |
| RiverGlades Family Offices LLC | 70,595 | $2.29M | 1.83% | +2,000+2.9% | Added |
| Unique Wealth, LLC | 78,041 | $2.43M | 0.69% | +9,238+13.4% | Added |
| Bruce G. Allen Investments, LLC | 78,390 | $2.44M | 2.00% | +3,998+5.4% | Added |
| UBS Group AG | 92,075 | $2.86M | 0.00% | −11,994−11.5% | Reduced |
| CIBC Private Wealth Group, LLC | 91,533 | $2.87M | 0.01% | −35,199−27.8% | Reduced |
| NVWM, LLC | 100,525 | $3.13M | 0.86% | +27,746+38.1% | Added |
| Atria Investments LLC | 104,139 | $3.24M | 0.04% | +1,507+1.5% | Added |
| National Asset Management, Inc. | 102,069 | $3.28M | 0.09% | +3,870+3.9% | Added |
| Cultivar Capital, Inc. | 106,399 | $3.31M | 2.82% | +3,768+3.7% | Added |
| Hancock Whitney Corp | 109,808 | $3.42M | 0.12% | −5,963−5.2% | Reduced |
| Ironwood Wealth Management, LLC. | 112,523 | $3.50M | 1.13% | −7,200−6.0% | Reduced |
| CoreCap Advisors, LLC | 136,972 | $4.26M | 0.23% | +6,072+4.6% | Added |
| First Foundation Advisors | 153,150 | $4.76M | 0.19% | +153,150 | New |
| Legend Financial Advisors, Inc. | 169,086 | $5.26M | 3.81% | +7,639+4.7% | Added |
| Washington Trust Bank | 169,261 | $5.26M | 0.50% | −76,886−31.2% | Reduced |
| Ameriprise Financial Inc | 177,240 | $5.51M | 0.00% | +16,606+10.3% | Added |
| Acima Private Wealth, LLC | 191,715 | $5.96M | 2.20% | +8,483+4.6% | Added |
| Forefront Analytics, LLC | 226,029 | $7.03M | 3.41% | −136−0.1% | Reduced |
| Camden Capital, LLC | 246,394 | $7.66M | 0.68% | +1,263+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 425,635 | $13.2M | 0.03% | −107,603−20.2% | Reduced |
| Goldman Sachs Group Inc | 433,179 | $13.5M | 0.00% | −48,749−10.1% | Reduced |
| Heartland Bank & Trust Co | 437,379 | $13.6M | 7.91% | +29,299+7.2% | Added |
| Dimension Capital Management LLC | 458,595 | $14.3M | 2.84% | −42,348−8.5% | Reduced |
| Osborne Partners Capital Management, LLC | 751,079 | $23.4M | 1.44% | +3,804+0.5% | Added |
| BLB&B Advisors, LLC | 1,555,025 | $48.4M | 2.73% | +215,695+16.1% | Added |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −186,293−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −143,598−100.0% | Sold out |
| Idaho Trust Bank | 0 | $0 | 0.00% | −65,243−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −15,807−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,790−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −9,363−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −8,218−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −7,487−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −6,733−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,679−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Spotlight Asset Group, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Engrave Wealth Partners LLC | – | – | – | – | Not filed |
| Traverso Chambers Private Wealth Management, LLC | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |