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 |
|---|---|---|---|---|---|
| Peak Financial Management, Inc. | 43,500 | $1.39M | 0.44% | +4,704+12.1% | Added |
| Morgan Stanley | 50,314 | $1.61M | 0.00% | −1,277−2.5% | Reduced |
| OneAscent Financial Services LLC | 50,888 | $1.63M | 0.23% | −5,646−10.0% | Reduced |
| JPMorgan Chase & Co | 56,634 | $1.82M | 0.00% | −11,907−17.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 65,826 | $2.11M | 0.01% | −2,158−3.2% | Reduced |
| Sharper & Granite LLC | 69,829 | $2.24M | 1.07% | +1,148+1.7% | Added |
| RiverGlades Family Offices LLC | 71,685 | $2.30M | 1.79% | +1,090+1.5% | Added |
| Washington Trust Bank | 73,180 | $2.35M | 0.23% | −96,081−56.8% | Reduced |
| CIBC Private Wealth Group, LLC | 78,271 | $2.53M | 0.00% | −13,262−14.5% | Reduced |
| Bruce G. Allen Investments, LLC | 80,092 | $2.57M | 2.16% | +1,702+2.2% | Added |
| Captrust Financial Advisors | 81,008 | $2.60M | 0.01% | +54,490+205.5% | Added |
| Idaho Trust Bank | 82,051 | $2.63M | 1.34% | +82,051 | New |
| LPL Financial LLC | 83,088 | $2.66M | 0.00% | +67,594+436.3% | Added |
| UBS Group AG | 83,275 | $2.67M | 0.00% | −8,800−9.6% | Reduced |
| Unique Wealth, LLC | 88,409 | $2.83M | 0.74% | +10,368+13.3% | Added |
| Atria Investments LLC | 98,849 | $3.17M | 0.04% | −5,290−5.1% | Reduced |
| NVWM, LLC | 100,027 | $3.21M | 0.85% | −498−0.5% | Reduced |
| Cultivar Capital, Inc. | 103,779 | $3.33M | 2.79% | −2,620−2.5% | Reduced |
| Ironwood Wealth Management, LLC. | 110,841 | $3.55M | 1.16% | −1,682−1.5% | Reduced |
| Hancock Whitney Corp | 112,549 | $3.61M | 0.12% | +2,741+2.5% | Added |
| CoreCap Advisors, LLC | 139,868 | $4.48M | 0.47% | +2,896+2.1% | Added |
| National Asset Management, Inc. | 154,950 | $4.97M | 0.13% | +52,881+51.8% | Added |
| Legend Financial Advisors, Inc. | 177,332 | $5.69M | 4.03% | +8,246+4.9% | Added |
| Ameriprise Financial Inc | 182,593 | $5.85M | 0.00% | +5,353+3.0% | Added |
| Acima Private Wealth, LLC | 192,907 | $6.18M | 2.27% | +1,192+0.6% | Added |
| First Foundation Advisors | 210,536 | $6.75M | 0.26% | +57,386+37.5% | Added |
| Forefront Analytics, LLC | 232,047 | $7.44M | 3.56% | +6,018+2.7% | Added |
| Camden Capital, LLC | 245,208 | $7.86M | 0.63% | −1,186−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 364,816 | $11.7M | 0.03% | −60,819−14.3% | Reduced |
| Heartland Bank & Trust Co | 428,973 | $13.8M | 7.80% | −8,406−1.9% | Reduced |
| Goldman Sachs Group Inc | 447,199 | $14.3M | 0.00% | +14,020+3.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 448,594 | $14.4M | 0.36% | +448,594 | New |
| Dimension Capital Management LLC | 502,561 | $16.1M | 3.28% | +43,966+9.6% | Added |
| Osborne Partners Capital Management, LLC | 751,057 | $24.1M | 1.44% | −220.0% | Reduced |
| BLB&B Advisors, LLC | 1,653,423 | $53.0M | 2.90% | +98,398+6.3% | Added |
| VPR Management LLC | 0 | $0 | 0.00% | −67,800−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −50,127−100.0% | Sold out |
| Petix & Botte Co | 0 | $0 | 0.00% | −37,395−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,439−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −7,676−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |