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, Q2 2024
Institutional positions in Barclays Bank PLC as of Jun 30, 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
- 135
- +5 vs. Q1 2024
- Shares held
- 8.87M
- +667.7K (+8.1%) vs. Q1 2024
- Total value
- $283.7M
- +$28.2M (+11.0%) vs. Q1 2024
- New holders
- 15
- 34 more added
- Sold out
- 10
- 41 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Barclays Bank PLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 1,653,423 | $53.0M | 2.90% | +98,398+6.3% | Added |
| Osborne Partners Capital Management, LLC | 751,057 | $24.1M | 1.44% | −220.0% | Reduced |
| Dimension Capital Management LLC | 502,561 | $16.1M | 3.28% | +43,966+9.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 448,594 | $14.4M | 0.36% | +448,594 | New |
| Goldman Sachs Group Inc | 447,199 | $14.3M | 0.00% | +14,020+3.2% | Added |
| Heartland Bank & Trust Co | 428,973 | $13.8M | 7.80% | −8,406−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 364,816 | $11.7M | 0.03% | −60,819−14.3% | Reduced |
| Camden Capital, LLC | 245,208 | $7.86M | 0.63% | −1,186−0.5% | Reduced |
| Forefront Analytics, LLC | 232,047 | $7.44M | 3.56% | +6,018+2.7% | Added |
| First Foundation Advisors | 210,536 | $6.75M | 0.26% | +57,386+37.5% | Added |
| Acima Private Wealth, LLC | 192,907 | $6.18M | 2.27% | +1,192+0.6% | Added |
| Ameriprise Financial Inc | 182,593 | $5.85M | 0.00% | +5,353+3.0% | Added |
| Legend Financial Advisors, Inc. | 177,332 | $5.69M | 4.03% | +8,246+4.9% | Added |
| National Asset Management, Inc. | 154,950 | $4.97M | 0.13% | +52,881+51.8% | Added |
| CoreCap Advisors, LLC | 139,868 | $4.48M | 0.47% | +2,896+2.1% | Added |
| Hancock Whitney Corp | 112,549 | $3.61M | 0.12% | +2,741+2.5% | Added |
| Ironwood Wealth Management, LLC. | 110,841 | $3.55M | 1.16% | −1,682−1.5% | Reduced |
| Cultivar Capital, Inc. | 103,779 | $3.33M | 2.79% | −2,620−2.5% | Reduced |
| NVWM, LLC | 100,027 | $3.21M | 0.85% | −498−0.5% | Reduced |
| Atria Investments LLC | 98,849 | $3.17M | 0.04% | −5,290−5.1% | Reduced |
| Unique Wealth, LLC | 88,409 | $2.83M | 0.74% | +10,368+13.3% | Added |
| UBS Group AG | 83,275 | $2.67M | 0.00% | −8,800−9.6% | Reduced |
| LPL Financial LLC | 83,088 | $2.66M | 0.00% | +67,594+436.3% | Added |
| Idaho Trust Bank | 82,051 | $2.63M | 1.34% | +82,051 | New |
| Captrust Financial Advisors | 81,008 | $2.60M | 0.01% | +54,490+205.5% | Added |
| Bruce G. Allen Investments, LLC | 80,092 | $2.57M | 2.16% | +1,702+2.2% | Added |
| CIBC Private Wealth Group, LLC | 78,271 | $2.53M | 0.00% | −13,262−14.5% | Reduced |
| Washington Trust Bank | 73,180 | $2.35M | 0.23% | −96,081−56.8% | Reduced |
| RiverGlades Family Offices LLC | 71,685 | $2.30M | 1.79% | +1,090+1.5% | Added |
| Sharper & Granite LLC | 69,829 | $2.24M | 1.07% | +1,148+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 65,826 | $2.11M | 0.01% | −2,158−3.2% | Reduced |
| JPMorgan Chase & Co | 56,634 | $1.82M | 0.00% | −11,907−17.4% | Reduced |
| OneAscent Financial Services LLC | 50,888 | $1.63M | 0.23% | −5,646−10.0% | Reduced |
| Morgan Stanley | 50,314 | $1.61M | 0.00% | −1,277−2.5% | Reduced |
| Peak Financial Management, Inc. | 43,500 | $1.39M | 0.44% | +4,704+12.1% | Added |
| AllSquare Wealth Management LLC | 38,997 | $1.25M | 0.75% | +659+1.7% | Added |
| Cerity Partners LLC | 37,721 | $1.21M | 0.00% | −2,258−5.6% | Reduced |
| Main Street Financial Solutions, LLC | 35,962 | $1.15M | 0.11% | +16,552+85.3% | Added |
| Sagace Wealth Management LLC | 36,080 | $1.12M | 1.10% | +36,080 | New |
| Topel & Distasi Wealth Management, LLC | 35,071 | $1.12M | 0.49% | −2,324−6.2% | Reduced |
| Janney Montgomery Scott LLC | 30,399 | $975.0K | 0.00% | −175−0.6% | Reduced |
| Associated Banc-Corp | 29,857 | $957.2K | 0.03% | −1,483−4.7% | Reduced |
| Atria Wealth Solutions, Inc. | 28,584 | $916.4K | 0.01% | −221−0.8% | Reduced |
| Envestnet Asset Management Inc | 27,751 | $889.7K | 0.00% | −1,410−4.8% | Reduced |
| Stifel Financial Corp | 27,645 | $886.3K | 0.00% | −113−0.4% | Reduced |
| Camelot Technology Advisors, Inc. | 26,628 | $853.7K | 0.79% | −2,765−9.4% | Reduced |
| MONECO Advisors, LLC | 26,267 | $842.1K | 0.12% | −2,470−8.6% | Reduced |
| Insight Advisors, LLC | 26,064 | $835.6K | 0.15% | −12,545−32.5% | Reduced |
| Jane Street Group, LLC | 25,460 | $816.2K | 0.00% | +25,460 | New |
| Alliancebernstein L.P. | 24,403 | $782.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 24,286 | $778.6K | 0.02% | +259+1.1% | Added |
| Slow Capital, Inc. | 22,957 | $736.0K | 0.12% | −104−0.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $728.0K | 0.05% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 22,186 | $711.3K | 0.25% | +1,979+9.8% | Added |
| Bailard, Inc. | 22,000 | $705.3K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 21,875 | $701.3K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 21,592 | $692.2K | 0.00% | +2,783+14.8% | Added |
| Snowden Capital Advisors LLC | 21,560 | $691.2K | 0.02% | +1,350+6.7% | Added |
| Flow Traders U.S. LLC | 20,476 | $656.0K | 0.03% | −15,251−42.7% | Reduced |
| Congress Wealth Management LLC | 20,136 | $645.6K | 0.01% | −785−3.8% | Reduced |
| Baker Avenue Asset Management, LP | 19,796 | $634.7K | 0.02% | −902−4.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 19,615 | $628.9K | 0.22% | −5,861−23.0% | Reduced |
| Royal Bank of Canada | 19,412 | $623.0K | 0.00% | −8,799−31.2% | Reduced |
| Patriot Investment Management Inc. | 17,570 | $563.3K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17,480 | $560.0K | 0.19% | +6,085+53.4% | Added |
| Beacon Pointe Advisors, LLC | 17,416 | $558.4K | 0.01% | −3,818−18.0% | Reduced |
| OneAscent Wealth Management LLC | 16,537 | $530.0K | 0.28% | +456+2.8% | Added |
| FMR LLC | 16,475 | $528.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,385 | $495.0K | 0.00% | −2,978−16.2% | Reduced |
| Bangor Savings Bank | 15,057 | $482.7K | 0.05% | +3,230+27.3% | Added |
| Parkside Financial Bank & Trust | 14,950 | $479.3K | 0.08% | +1,054+7.6% | Added |
| MontVue Capital Management, Inc. | 13,572 | $435.1K | 0.35% | +1,958+16.9% | Added |
| Empower Advisory Group, LLC | 13,197 | $423.1K | 0.00% | +20+0.2% | Added |
| EP Wealth Advisors, LLC | 12,935 | $414.7K | 0.00% | −1,420−9.9% | Reduced |
| Cetera Investment Advisers | 12,167 | $390.1K | 0.00% | +64+0.5% | Added |
| Pitcairn Co | 11,902 | $381.6K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 35,567 | $367.3K | 0.00% | +35,567 | New |
| Coldstream Capital Management Inc | 11,062 | $354.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11,062 | $354.6K | 0.01% | −356−3.1% | Reduced |
| Alpha Cubed Investments, LLC | 10,968 | $351.6K | 0.02% | +4,238+63.0% | Added |
| CI Private Wealth, LLC | 10,432 | $334.4K | 0.00% | +400+4.0% | Added |
| NFP Retirement, Inc. | 10,384 | $332.9K | 0.03% | +10,384 | New |
| US Bancorp | 10,383 | $332.9K | 0.00% | −387−3.6% | Reduced |
| Barclays PLC | 10,200 | $327.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,160 | $325.7K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 8,817 | $282.7K | 0.01% | +8,817 | New |
| PDS Planning, Inc | 8,067 | $258.6K | 0.03% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 7,241 | $232.0K | 0.05% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 7,208 | $231.1K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7,047 | $226.3K | 0.00% | +2,411+52.0% | Added |
| Trivant Custom Portfolio Group, LLC | 7,000 | $224.4K | 0.14% | 00.0% | Unchanged |
| Apeiron RIA LLC | 6,888 | $220.8K | 0.07% | +6,888 | New |
| Bessemer Group Inc | 6,820 | $219.0K | 0.00% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6,488 | $208.0K | 0.02% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 6,443 | $206.6K | 0.07% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 5,158 | $165.4K | 0.22% | −151−2.8% | Reduced |
| Simplex Trading, LLC | 4,154 | $133.0K | 0.00% | −699−14.4% | Reduced |
| Advisor Group Holdings, Inc. | 4,087 | $131.0K | 0.00% | −508−11.1% | Reduced |
| Umb Bank N A | 3,435 | $110.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,900 | $93.0K | 0.02% | 00.0% | Unchanged |