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 2025
Institutional positions in Barclays Bank PLC as of Mar 31, 2025. 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
- 136
- +5 vs. Q4 2024
- Shares held
- 8.62M
- +220.8K (+2.6%) vs. Q4 2024
- Total value
- $304.3M
- +$34.7M (+12.8%) vs. Q4 2024
- New holders
- 18
- 29 more added
- Sold out
- 13
- 52 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Barclays Bank PLC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 2,051,304 | $72.4M | 3.69% | +116,316+6.0% | Added |
| Osborne Partners Capital Management, LLC | 753,005 | $26.6M | 1.53% | −2,100−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 522,027 | $18.4M | 0.04% | −78,577−13.1% | Reduced |
| Dimension Capital Management LLC | 500,340 | $17.7M | 3.13% | +1,647+0.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 470,666 | $16.6M | 0.40% | +7,694+1.7% | Added |
| Stonehearth Capital Management, LLC | 250,332 | $8.84M | 3.66% | +250,332 | New |
| Camden Capital, LLC | 204,390 | $7.22M | 0.76% | −935−0.5% | Reduced |
| Heartland Bank & Trust Co | 203,935 | $7.20M | 3.70% | −35,982−15.0% | Reduced |
| Ameriprise Financial Inc | 201,003 | $7.10M | 0.00% | +7,384+3.8% | Added |
| Legend Financial Advisors, Inc. | 197,912 | $6.99M | 5.13% | −11,897−5.7% | Reduced |
| Unique Wealth, LLC | 189,862 | $6.70M | 1.27% | +28,261+17.5% | Added |
| Acima Private Wealth, LLC | 165,327 | $5.84M | 2.09% | −16,266−9.0% | Reduced |
| CoreCap Advisors, LLC | 164,521 | $5.81M | 0.26% | +5,234+3.3% | Added |
| Morgan Stanley | 141,016 | $4.98M | 0.00% | +84,973+151.6% | Added |
| Cultivar Capital, Inc. | 129,674 | $4.58M | 3.68% | +5,675+4.6% | Added |
| Ironwood Wealth Management, LLC. | 124,689 | $4.40M | 1.35% | −3,974−3.1% | Reduced |
| First Foundation Advisors | 109,741 | $3.87M | 0.16% | −111,738−50.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 108,542 | $3.83M | 0.01% | +108,542 | New |
| Hancock Whitney Corp | 108,486 | $3.83M | 0.12% | −12,296−10.2% | Reduced |
| Bruce G. Allen Investments, LLC | 100,795 | $3.56M | 2.82% | −1,423−1.4% | Reduced |
| National Asset Management, Inc. | 93,958 | $3.32M | 0.10% | +11,328+13.7% | Added |
| Goldman Sachs Group Inc | 93,726 | $3.31M | 0.00% | +15,880+20.4% | Added |
| Idaho Trust Bank | 84,449 | $2.98M | 1.22% | +11,246+15.4% | Added |
| RiverGlades Family Offices LLC | 75,195 | $2.66M | 1.91% | −1,800−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 76,957 | $2.58M | 0.09% | +76,957 | New |
| Washington Trust Bank | 72,366 | $2.56M | 0.26% | −69,223−48.9% | Reduced |
| Sharper & Granite LLC | 62,668 | $2.21M | 0.91% | −2,121−3.3% | Reduced |
| NVWM, LLC | 58,787 | $2.08M | 0.55% | +5,205+9.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 54,278 | $1.92M | 0.01% | −2,305−4.1% | Reduced |
| Global Endowment Management, LP | 54,000 | $1.91M | 0.25% | +54,000 | New |
| Sagace Wealth Management LLC | 46,966 | $1.66M | 1.25% | −717−1.5% | Reduced |
| Peak Financial Management, Inc. | 45,716 | $1.61M | 0.48% | +2,595+6.0% | Added |
| Croban | 38,459 | $1.36M | 1.25% | +6,087+18.8% | Added |
| LPL Financial LLC | 35,272 | $1.25M | 0.00% | −521−1.5% | Reduced |
| Lido Advisors, LLC | 34,408 | $1.21M | 0.01% | +7,000+25.5% | Added |
| AllSquare Wealth Management LLC | 34,088 | $1.20M | 0.71% | −3,723−9.8% | Reduced |
| Cerity Partners LLC | 30,712 | $1.08M | 0.00% | −773−2.5% | Reduced |
| Janney Montgomery Scott LLC | 29,434 | $1.04M | 0.00% | −1,483−4.8% | Reduced |
| Advisory Services Network, LLC | 29,016 | $1.02M | 0.02% | +9,328+47.4% | Added |
| Captrust Financial Advisors | 28,638 | $1.01M | 0.00% | −76−0.3% | Reduced |
| Blueprint Investment Partners LLC | 28,399 | $1.00M | 0.18% | +14,533+104.8% | Added |
| Envestnet Asset Management Inc | 28,075 | $991.3K | 0.00% | −1,335−4.5% | Reduced |
| Topel & Distasi Wealth Management, LLC | 27,805 | $981.8K | 0.46% | −7,266−20.7% | Reduced |
| MONECO Advisors, LLC | 27,280 | $963.3K | 0.10% | +282+1.0% | Added |
| Atria Investments LLC | 26,671 | $941.8K | 0.01% | −2,115−7.3% | Reduced |
| Fort Point Capital Partners LLC | 26,492 | $935.4K | 0.10% | −2,266−7.9% | Reduced |
| Lansing Street Advisors | 25,180 | $889.1K | 0.30% | +25,180 | New |
| Citadel Advisors LLC | 24,104 | $851.1K | 0.00% | +10,582+78.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $802.0K | 0.07% | 00.0% | Unchanged |
| Bailard, Inc. | 22,000 | $776.8K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 20,412 | $720.7K | 0.00% | +56+0.3% | Added |
| Main Street Financial Solutions, LLC | 20,129 | $710.8K | 0.06% | +20,129 | New |
| Liberty Square Wealth Partners LLC | 20,102 | $709.8K | 0.27% | −1,460−6.8% | Reduced |
| Snowden Capital Advisors LLC | 19,560 | $690.7K | 0.02% | −2,000−9.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 19,558 | $690.6K | 0.26% | +19,558 | New |
| Atria Wealth Solutions, Inc. | 18,678 | $659.5K | 0.01% | −793−4.1% | Reduced |
| Slow Capital, Inc. | 17,809 | $628.8K | 0.08% | −4,543−20.3% | Reduced |
| Patriot Investment Management Inc. | 17,570 | $620.4K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,026 | $601.2K | 0.00% | +1,831+12.1% | Added |
| Baker Avenue Asset Management, LP | 16,293 | $575.3K | 0.02% | −514−3.1% | Reduced |
| Associated Banc-Corp | 16,057 | $567.0K | 0.02% | −13,704−46.0% | Reduced |
| Camelot Technology Advisors, Inc. | 15,812 | $558.3K | 0.52% | −611−3.7% | Reduced |
| MontVue Capital Management, Inc. | 15,247 | $538.4K | 0.43% | +18+0.1% | Added |
| JPMorgan Chase & Co | 15,232 | $537.8K | 0.00% | −6,020−28.3% | Reduced |
| Beacon Pointe Advisors, LLC | 15,186 | $536.2K | 0.01% | −500−3.2% | Reduced |
| Flow Traders U.S. LLC | 15,062 | $532.0K | 0.02% | +7,474+98.5% | Added |
| Evanson Asset Management, LLC | 14,538 | $513.3K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 13,479 | $475.9K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 13,450 | $474.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,587 | $445.0K | 0.00% | +486+4.0% | Added |
| First Horizon Advisors, Inc. | 11,978 | $422.9K | 0.01% | −361−2.9% | Reduced |
| Pitcairn Co | 11,902 | $420.3K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,253 | $397.3K | 0.00% | −1,943−14.7% | Reduced |
| CI Private Wealth, LLC | 11,165 | $394.2K | 0.00% | +459+4.3% | Added |
| Cetera Investment Advisers | 10,607 | $374.5K | 0.00% | +137+1.3% | Added |
| Barclays PLC | 10,200 | $360.2K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,759 | $344.6K | 0.00% | −411−4.0% | Reduced |
| US Bancorp | 9,172 | $323.9K | 0.00% | −189−2.0% | Reduced |
| RMB Capital Management, LLC | 8,882 | $313.6K | 0.01% | +8,882 | New |
| Parkside Financial Bank & Trust | 8,852 | $312.6K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 8,817 | $311.3K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 8,405 | $296.8K | 0.10% | −489−5.5% | Reduced |
| Apeiron RIA LLC | 8,212 | $290.0K | 0.09% | +1,215+17.4% | Added |
| PDS Planning, Inc | 8,067 | $284.8K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 8,050 | $284.2K | 0.01% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 7,285 | $257.2K | 0.21% | −1,900−20.7% | Reduced |
| Truist Financial Corp | 6,989 | $246.8K | 0.00% | +6,989 | New |
| Alliancebernstein L.P. | 6,911 | $244.0K | 0.00% | −218−3.1% | Reduced |
| Bessemer Group Inc | 6,820 | $241.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 6,752 | $238.4K | 0.05% | +6,752 | New |
| MAI Capital Management | 6,622 | $233.8K | 0.00% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 7,241 | $232.0K | 0.05% | −1,475−16.9% | Reduced |
| Colony Family Offices, LLC | 6,494 | $229.3K | 0.07% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6,361 | $224.6K | 0.02% | 00.0% | Unchanged |
| Forefront Analytics, LLC | 6,120 | $216.0K | 0.25% | −217,812−97.3% | Reduced |
| Clear Investment Research, LLC | 5,251 | $185.4K | 0.25% | −123−2.3% | Reduced |
| Bangor Savings Bank | 4,571 | $161.4K | 0.02% | −7,960−63.5% | Reduced |
| Bank of America Corp | – | $123.3K | 0.00% | – | – |
| Umb Bank N A | 3,435 | $121.3K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,290 | $116.2K | 0.00% | +3,290 | New |