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, Q4 2024
Institutional positions in Barclays Bank PLC as of Dec 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
- 133
- +11 vs. Q3 2024
- Shares held
- 8.42M
- −247.1K (−2.9%) vs. Q3 2024
- Total value
- $270.2M
- −$9.23M (−3.3%) vs. Q3 2024
- New holders
- 20
- 36 more added
- Sold out
- 9
- 44 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Barclays Bank PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 1,934,988 | $62.1M | 3.17% | +94,108+5.1% | Added |
| Osborne Partners Capital Management, LLC | 755,105 | $24.2M | 1.40% | +3,108+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 600,604 | $19.3M | 0.04% | +1,470+0.2% | Added |
| Dimension Capital Management LLC | 498,693 | $16.0M | 2.61% | −2,427−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 462,972 | $14.9M | 0.35% | +7,781+1.7% | Added |
| Heartland Bank & Trust Co | 239,917 | $7.70M | 4.18% | −185,235−43.6% | Reduced |
| Forefront Analytics, LLC | 223,932 | $7.19M | 3.34% | −2,077−0.9% | Reduced |
| First Foundation Advisors | 221,479 | $7.11M | 0.27% | −8,662−3.8% | Reduced |
| Legend Financial Advisors, Inc. | 209,809 | $6.73M | 4.75% | +1,142+0.5% | Added |
| Camden Capital, LLC | 205,325 | $6.59M | 0.72% | −35,458−14.7% | Reduced |
| Ameriprise Financial Inc | 193,619 | $6.21M | 0.00% | +1,192+0.6% | Added |
| Acima Private Wealth, LLC | 181,593 | $5.83M | 1.96% | −19,927−9.9% | Reduced |
| Unique Wealth, LLC | 161,601 | $5.19M | 1.08% | +24,628+18.0% | Added |
| CoreCap Advisors, LLC | 159,287 | $5.11M | 0.23% | +13,049+8.9% | Added |
| Washington Trust Bank | 141,589 | $4.54M | 0.44% | −42,559−23.1% | Reduced |
| Ironwood Wealth Management, LLC. | 128,663 | $4.13M | 1.28% | +17,567+15.8% | Added |
| Cultivar Capital, Inc. | 123,999 | $3.98M | 3.48% | +16,350+15.2% | Added |
| Hancock Whitney Corp | 120,782 | $3.88M | 0.12% | +8,333+7.4% | Added |
| Bruce G. Allen Investments, LLC | 102,218 | $3.28M | 2.66% | +1,660+1.7% | Added |
| National Asset Management, Inc. | 82,630 | $2.65M | 0.09% | −69,928−45.8% | Reduced |
| Goldman Sachs Group Inc | 77,846 | $2.50M | 0.00% | −13,680−14.9% | Reduced |
| RiverGlades Family Offices LLC | 76,995 | $2.47M | 1.76% | +900+1.2% | Added |
| Idaho Trust Bank | 73,203 | $2.35M | 1.18% | −792−1.1% | Reduced |
| Sharper & Granite LLC | 64,789 | $2.08M | 0.92% | −4,950−7.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 56,583 | $1.82M | 0.01% | −13,435−19.2% | Reduced |
| Morgan Stanley | 56,043 | $1.80M | 0.00% | +3,429+6.5% | Added |
| NVWM, LLC | 53,582 | $1.72M | 0.43% | +82+0.2% | Added |
| Sagace Wealth Management LLC | 47,683 | $1.53M | 1.15% | +5,846+14.0% | Added |
| Peak Financial Management, Inc. | 43,121 | $1.38M | 0.41% | +705+1.7% | Added |
| AllSquare Wealth Management LLC | 37,811 | $1.21M | 0.70% | −1,186−3.0% | Reduced |
| LPL Financial LLC | 35,793 | $1.15M | 0.00% | +22,151+162.4% | Added |
| Topel & Distasi Wealth Management, LLC | 35,071 | $1.13M | 0.48% | 00.0% | Unchanged |
| Croban | 32,372 | $1.04M | 1.02% | +32,372 | New |
| Cerity Partners LLC | 31,485 | $1.01M | 0.00% | −3,754−10.7% | Reduced |
| Janney Montgomery Scott LLC | 30,917 | $992.0K | 0.00% | +841+2.8% | Added |
| Associated Banc-Corp | 29,761 | $955.0K | 0.03% | −2,656−8.2% | Reduced |
| Envestnet Asset Management Inc | 29,410 | $943.8K | 0.00% | +1,249+4.4% | Added |
| Atria Investments LLC | 28,786 | $923.7K | 0.01% | −70,000−70.9% | Reduced |
| Fort Point Capital Partners LLC | 28,758 | $922.8K | 0.10% | +28,758 | New |
| Captrust Financial Advisors | 28,714 | $921.4K | 0.00% | −86−0.3% | Reduced |
| Lido Advisors, LLC | 27,408 | $879.5K | 0.01% | −323−1.2% | Reduced |
| MONECO Advisors, LLC | 26,998 | $866.4K | 0.09% | +771+2.9% | Added |
| Liberty Square Wealth Partners LLC | 21,562 | $752.7K | 0.27% | +21,562 | New |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $728.0K | 0.05% | 00.0% | Unchanged |
| Slow Capital, Inc. | 22,352 | $717.3K | 0.10% | +236+1.1% | Added |
| Bailard, Inc. | 22,000 | $706.0K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 21,723 | $697.1K | 0.05% | +21,723 | New |
| Snowden Capital Advisors LLC | 21,560 | $691.9K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 21,252 | $682.0K | 0.00% | −25,738−54.8% | Reduced |
| Vontobel Holding Ltd. | 20,356 | $653.2K | 0.00% | −1,236−5.7% | Reduced |
| Advisory Services Network, LLC | 19,688 | $631.8K | 0.01% | −4,598−18.9% | Reduced |
| Atria Wealth Solutions, Inc. | 19,471 | $624.8K | 0.01% | −12,511−39.1% | Reduced |
| Patriot Investment Management Inc. | 17,570 | $563.8K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17,005 | $546.0K | 0.24% | +425+2.6% | Added |
| Baker Avenue Asset Management, LP | 16,807 | $539.3K | 0.02% | −1,286−7.1% | Reduced |
| Camelot Technology Advisors, Inc. | 16,423 | $527.0K | 0.48% | +1,984+13.7% | Added |
| Beacon Pointe Advisors, LLC | 15,686 | $503.4K | 0.01% | −220−1.4% | Reduced |
| MontVue Capital Management, Inc. | 15,229 | $488.7K | 0.37% | +1,293+9.3% | Added |
| Stifel Financial Corp | 15,195 | $487.6K | 0.00% | −8,395−35.6% | Reduced |
| Evanson Asset Management, LLC | 14,538 | $466.5K | 0.03% | +14,538 | New |
| Blueprint Investment Partners LLC | 13,866 | $445.0K | 0.07% | +13,866 | New |
| Citadel Advisors LLC | 13,522 | $433.9K | 0.00% | +4,340+47.3% | Added |
| Coldstream Capital Management Inc | 13,479 | $432.5K | 0.01% | +1,559+13.1% | Added |
| Empower Advisory Group, LLC | 13,450 | $431.6K | 0.00% | +301+2.3% | Added |
| HighTower Advisors, LLC | 13,196 | $423.5K | 0.00% | −5,242−28.4% | Reduced |
| Insight Advisors, LLC | 12,846 | $411.7K | 0.07% | −6,113−32.2% | Reduced |
| Bangor Savings Bank | 12,531 | $402.1K | 0.04% | −3,150−20.1% | Reduced |
| Jane Street Group, LLC | 12,400 | $397.9K | 0.00% | +12,400 | New |
| First Horizon Advisors, Inc. | 12,339 | $396.0K | 0.01% | −24−0.2% | Reduced |
| Royal Bank of Canada | 12,101 | $388.0K | 0.00% | −2,408−16.6% | Reduced |
| Pitcairn Co | 11,902 | $381.9K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 11,060 | $354.9K | 0.03% | −96−0.9% | Reduced |
| Cetera Investment Advisers | 10,470 | $336.0K | 0.00% | −317−2.9% | Reduced |
| CI Private Wealth, LLC | 10,706 | $335.8K | 0.00% | +182+1.7% | Added |
| TCW Group Inc | 10,370 | $332.8K | 0.00% | +10,370 | New |
| Barclays PLC | 10,200 | $327.3K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,170 | $326.4K | 0.00% | −1,835−15.3% | Reduced |
| US Bancorp | 9,361 | $300.4K | 0.00% | −272−2.8% | Reduced |
| Capstone Wealth Management Group LLC | 9,185 | $294.7K | 0.22% | +9,185 | New |
| Measured Wealth Private Client Group, LLC | 8,894 | $285.4K | 0.09% | −176−1.9% | Reduced |
| Parkside Financial Bank & Trust | 8,852 | $284.1K | 0.04% | −1,137−11.4% | Reduced |
| Brighton Jones LLC | 8,817 | $282.9K | 0.01% | +8,817 | New |
| Boston Standard Wealth Management, LLC | 8,716 | $280.0K | 0.05% | +359+4.3% | Added |
| PDS Planning, Inc | 8,067 | $258.9K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 8,050 | $258.3K | 0.01% | +8,050 | New |
| GWM Advisors LLC | 8,032 | $257.7K | 0.00% | +7,850+4,313.2% | Added |
| Flow Traders U.S. LLC | 7,588 | $243.0K | 0.01% | +7,588 | New |
| Congress Wealth Management LLC | 7,393 | $237.2K | 0.00% | +499+7.2% | Added |
| Alliancebernstein L.P. | 7,129 | $228.8K | 0.00% | +92+1.3% | Added |
| Apeiron RIA LLC | 6,997 | $224.5K | 0.06% | −427−5.8% | Reduced |
| Bessemer Group Inc | 6,820 | $219.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,622 | $212.5K | 0.00% | +6,622 | New |
| Colony Family Offices, LLC | 6,494 | $208.4K | 0.07% | +18+0.3% | Added |
| Cardiff Park Advisors, LLC | 6,361 | $204.1K | 0.02% | +6,361 | New |
| Clear Investment Research, LLC | 5,374 | $172.5K | 0.23% | −15−0.3% | Reduced |
| Umb Bank N A | 3,435 | $110.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | – | $106.4K | 0.00% | – | – |
| Bryn Mawr Trust Co | 3,056 | $98.1K | 0.00% | +2,000+189.4% | Added |
| Advisor Group Holdings, Inc. | 2,710 | $87.0K | 0.00% | −759−21.9% | Reduced |
| Wells Fargo & Company | 2,632 | $84.5K | 0.00% | +1,754+199.8% | Added |