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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 34,088 | $1.20M | 0.71% | −3,723−9.8% | Reduced |
| Lido Advisors, LLC | 34,408 | $1.21M | 0.01% | +7,000+25.5% | Added |
| LPL Financial LLC | 35,272 | $1.25M | 0.00% | −521−1.5% | Reduced |
| Croban | 38,459 | $1.36M | 1.25% | +6,087+18.8% | Added |
| Peak Financial Management, Inc. | 45,716 | $1.61M | 0.48% | +2,595+6.0% | Added |
| Sagace Wealth Management LLC | 46,966 | $1.66M | 1.25% | −717−1.5% | Reduced |
| Global Endowment Management, LP | 54,000 | $1.91M | 0.25% | +54,000 | New |
| Envestnet Portfolio Solutions, Inc. | 54,278 | $1.92M | 0.01% | −2,305−4.1% | Reduced |
| NVWM, LLC | 58,787 | $2.08M | 0.55% | +5,205+9.7% | Added |
| Sharper & Granite LLC | 62,668 | $2.21M | 0.91% | −2,121−3.3% | Reduced |
| Washington Trust Bank | 72,366 | $2.56M | 0.26% | −69,223−48.9% | Reduced |
| Chicago Partners Investment Group LLC | 76,957 | $2.58M | 0.09% | +76,957 | New |
| RiverGlades Family Offices LLC | 75,195 | $2.66M | 1.91% | −1,800−2.3% | Reduced |
| Idaho Trust Bank | 84,449 | $2.98M | 1.22% | +11,246+15.4% | Added |
| Goldman Sachs Group Inc | 93,726 | $3.31M | 0.00% | +15,880+20.4% | Added |
| National Asset Management, Inc. | 93,958 | $3.32M | 0.10% | +11,328+13.7% | Added |
| Bruce G. Allen Investments, LLC | 100,795 | $3.56M | 2.82% | −1,423−1.4% | Reduced |
| Hancock Whitney Corp | 108,486 | $3.83M | 0.12% | −12,296−10.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 108,542 | $3.83M | 0.01% | +108,542 | New |
| First Foundation Advisors | 109,741 | $3.87M | 0.16% | −111,738−50.5% | Reduced |
| Ironwood Wealth Management, LLC. | 124,689 | $4.40M | 1.35% | −3,974−3.1% | Reduced |
| Cultivar Capital, Inc. | 129,674 | $4.58M | 3.68% | +5,675+4.6% | Added |
| Morgan Stanley | 141,016 | $4.98M | 0.00% | +84,973+151.6% | Added |
| CoreCap Advisors, LLC | 164,521 | $5.81M | 0.26% | +5,234+3.3% | Added |
| Acima Private Wealth, LLC | 165,327 | $5.84M | 2.09% | −16,266−9.0% | Reduced |
| Unique Wealth, LLC | 189,862 | $6.70M | 1.27% | +28,261+17.5% | Added |
| Legend Financial Advisors, Inc. | 197,912 | $6.99M | 5.13% | −11,897−5.7% | Reduced |
| Ameriprise Financial Inc | 201,003 | $7.10M | 0.00% | +7,384+3.8% | Added |
| Heartland Bank & Trust Co | 203,935 | $7.20M | 3.70% | −35,982−15.0% | Reduced |
| Camden Capital, LLC | 204,390 | $7.22M | 0.76% | −935−0.5% | Reduced |
| Stonehearth Capital Management, LLC | 250,332 | $8.84M | 3.66% | +250,332 | New |
| Badgley Phelps Wealth Managers, LLC | 470,666 | $16.6M | 0.40% | +7,694+1.7% | Added |
| Dimension Capital Management LLC | 500,340 | $17.7M | 3.13% | +1,647+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 522,027 | $18.4M | 0.04% | −78,577−13.1% | Reduced |
| Osborne Partners Capital Management, LLC | 753,005 | $26.6M | 1.53% | −2,100−0.3% | Reduced |
| BLB&B Advisors, LLC | 2,051,304 | $72.4M | 3.69% | +116,316+6.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,723−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −12,846−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −11,060−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −10,370−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −7,393−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |