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, Q3 2024
Institutional positions in Barclays Bank PLC as of Sep 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
- 123
- −12 vs. Q2 2024
- Shares held
- 8.66M
- −211.0K (−2.4%) vs. Q2 2024
- Total value
- $279.5M
- −$4.25M (−1.5%) vs. Q2 2024
- New holders
- 8
- 36 more added
- Sold out
- 20
- 42 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Barclays Bank PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $32 | 0.00% | – | – |
| Bear Mountain Capital, Inc. | 2 | $63 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $193 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $516 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 39 | $1.26K | 0.00% | +39 | New |
| SOA Wealth Advisors, LLC. | 45 | $1.45K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $1.77K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 40 | $2.00K | 0.00% | −64−61.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 90 | $2.90K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 100 | $3.00K | 0.00% | −4,054−97.6% | Reduced |
| Coppell Advisory Solutions LLC | 100 | $3.23K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 110 | $3.54K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 155 | $5.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 182 | $5.87K | 0.00% | −57−23.8% | Reduced |
| WFA of San Diego, LLC | 195 | $6.29K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 210 | $6.77K | 0.00% | +210 | New |
| Front Row Advisors LLC | 221 | $7.13K | 0.00% | −99−30.9% | Reduced |
| Allworth Financial LP | 260 | $8.38K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 330 | $10.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 400 | $12.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 441 | $14.2K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 500 | $16.1K | 0.02% | +500 | New |
| Continuum Advisory, LLC | 607 | $18.7K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 747 | $24.1K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 771 | $24.9K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 795 | $25.6K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 878 | $28.3K | 0.00% | +878 | Added |
| Bryn Mawr Trust Co | 1,056 | $34.0K | 0.00% | +1,056 | New |
| Proequities, Inc. | 1,145 | $36.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,564 | $48.6K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,809 | $58.3K | 0.00% | −76,462−97.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,399 | $77.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,417 | $77.9K | 0.00% | +87+3.7% | Added |
| UBS Group AG | 2,680 | $86.4K | 0.00% | −80,595−96.8% | Reduced |
| Umb Bank N A | 3,435 | $110.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | – | $111.2K | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 3,469 | $111.8K | 0.00% | −618−15.1% | Reduced |
| Clear Investment Research, LLC | 5,389 | $173.7K | 0.23% | +231+4.5% | Added |
| Colony Family Offices, LLC | 6,476 | $208.8K | 0.06% | +33+0.5% | Added |
| Bessemer Group Inc | 6,820 | $220.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,894 | $222.3K | 0.00% | −13,242−65.8% | Reduced |
| Alliancebernstein L.P. | 7,037 | $226.9K | 0.00% | −17,366−71.2% | Reduced |
| Apeiron RIA LLC | 7,424 | $239.3K | 0.07% | +536+7.8% | Added |
| PDS Planning, Inc | 8,067 | $260.1K | 0.02% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 8,357 | $269.0K | 0.05% | +1,116+15.4% | Added |
| Phillips Financial Management, LLC | 8,843 | $285.1K | 0.02% | +1,635+22.7% | Added |
| Measured Wealth Private Client Group, LLC | 9,070 | $292.4K | 0.10% | −10,545−53.8% | Reduced |
| Citadel Advisors LLC | 9,182 | $296.0K | 0.00% | +9,182 | New |
| US Bancorp | 9,633 | $310.6K | 0.00% | −750−7.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,729 | $313.7K | 0.10% | +9,729 | New |
| Parkside Financial Bank & Trust | 9,989 | $322.0K | 0.04% | −4,961−33.2% | Reduced |
| Barclays PLC | 10,200 | $328.8K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,524 | $339.3K | 0.00% | +92+0.9% | Added |
| Cetera Investment Advisers | 10,787 | $347.8K | 0.00% | −1,380−11.3% | Reduced |
| NFP Retirement, Inc. | 11,156 | $359.7K | 0.03% | +772+7.4% | Added |
| Pitcairn Co | 11,902 | $383.7K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,920 | $384.3K | 0.01% | +858+7.8% | Added |
| EP Wealth Advisors, LLC | 12,005 | $387.0K | 0.00% | −930−7.2% | Reduced |
| First Horizon Advisors, Inc. | 12,363 | $398.6K | 0.01% | +1,301+11.8% | Added |
| Empower Advisory Group, LLC | 13,149 | $423.9K | 0.00% | −48−0.4% | Reduced |
| LPL Financial LLC | 13,642 | $439.8K | 0.00% | −69,446−83.6% | Reduced |
| MontVue Capital Management, Inc. | 13,936 | $449.3K | 0.34% | +364+2.7% | Added |
| Camelot Technology Advisors, Inc. | 14,439 | $465.5K | 0.41% | −12,189−45.8% | Reduced |
| Royal Bank of Canada | 14,509 | $468.0K | 0.00% | −4,903−25.3% | Reduced |
| Bangor Savings Bank | 15,681 | $505.6K | 0.05% | +624+4.1% | Added |
| Beacon Pointe Advisors, LLC | 15,906 | $512.8K | 0.01% | −1,510−8.7% | Reduced |
| AlphaMark Advisors, LLC | 16,580 | $535.0K | 0.18% | −900−5.1% | Reduced |
| OneAscent Wealth Management LLC | 16,859 | $544.0K | 0.21% | +322+1.9% | Added |
| Patriot Investment Management Inc. | 17,570 | $566.5K | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 18,093 | $583.3K | 0.02% | −1,703−8.6% | Reduced |
| HighTower Advisors, LLC | 18,438 | $596.0K | 0.00% | +3,053+19.8% | Added |
| Insight Advisors, LLC | 18,959 | $611.2K | 0.11% | −7,105−27.3% | Reduced |
| Main Street Financial Solutions, LLC | 20,199 | $651.2K | 0.06% | −15,763−43.8% | Reduced |
| Snowden Capital Advisors LLC | 21,560 | $695.1K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 21,592 | $696.1K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 22,000 | $709.3K | 0.02% | 00.0% | Unchanged |
| Slow Capital, Inc. | 22,116 | $713.0K | 0.11% | −841−3.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $732.0K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 23,590 | $760.5K | 0.00% | −4,055−14.7% | Reduced |
| Advisory Services Network, LLC | 24,286 | $778.6K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 26,227 | $845.6K | 0.11% | −40−0.2% | Reduced |
| Lido Advisors, LLC | 27,731 | $894.0K | 0.01% | +27,731 | New |
| Envestnet Asset Management Inc | 28,161 | $907.9K | 0.00% | +410+1.5% | Added |
| Captrust Financial Advisors | 28,800 | $928.5K | 0.00% | −52,208−64.4% | Reduced |
| Janney Montgomery Scott LLC | 30,076 | $970.0K | 0.00% | −323−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 31,982 | $1.03M | 0.01% | +3,398+11.9% | Added |
| Associated Banc-Corp | 32,417 | $1.05M | 0.03% | +2,560+8.6% | Added |
| Topel & Distasi Wealth Management, LLC | 35,071 | $1.13M | 0.47% | 00.0% | Unchanged |
| Cerity Partners LLC | 35,239 | $1.14M | 0.00% | −2,482−6.6% | Reduced |
| AllSquare Wealth Management LLC | 38,997 | $1.26M | 0.71% | 00.0% | Unchanged |
| Sagace Wealth Management LLC | 41,837 | $1.34M | 1.04% | +5,757+16.0% | Added |
| Peak Financial Management, Inc. | 42,416 | $1.37M | 0.40% | −1,084−2.5% | Reduced |
| JPMorgan Chase & Co | 46,990 | $1.51M | 0.00% | −9,644−17.0% | Reduced |
| Morgan Stanley | 52,614 | $1.70M | 0.00% | +2,300+4.6% | Added |
| NVWM, LLC | 53,500 | $1.72M | 0.44% | −46,527−46.5% | Reduced |
| Sharper & Granite LLC | 69,739 | $2.25M | 1.00% | −90−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 70,018 | $2.26M | 0.01% | +4,192+6.4% | Added |
| Idaho Trust Bank | 73,995 | $2.38M | 1.15% | −8,056−9.8% | Reduced |
| RiverGlades Family Offices LLC | 76,095 | $2.45M | 1.76% | +4,410+6.2% | Added |