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 2025
Institutional positions in Barclays Bank PLC as of Jun 30, 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
- 130
- −6 vs. Q1 2025
- Shares held
- 9.68M
- +1.06M (+12.3%) vs. Q1 2025
- Total value
- $329.5M
- +$25.2M (+8.3%) vs. Q1 2025
- New holders
- 13
- 27 more added
- Sold out
- 19
- 50 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Barclays Bank PLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 2,102,164 | $71.4M | 3.34% | +50,860+2.5% | Added |
| Cassaday & Co Wealth Management LLC | 1,301,137 | $44.2M | 1.11% | +1,301,137 | New |
| Osborne Partners Capital Management, LLC | 743,208 | $25.3M | 1.34% | −9,797−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 495,181 | $17.1M | 0.03% | −26,846−5.1% | Reduced |
| Dimension Capital Management LLC | 482,900 | $16.4M | 2.57% | −17,440−3.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 473,935 | $16.1M | 0.36% | +3,269+0.7% | Added |
| Camden Capital, LLC | 204,390 | $6.95M | 0.65% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 202,834 | $6.89M | 3.23% | −1,101−0.5% | Reduced |
| Legend Financial Advisors, Inc. | 196,620 | $6.68M | 4.44% | −1,292−0.7% | Reduced |
| Unique Wealth, LLC | 196,598 | $6.68M | 1.08% | +6,736+3.5% | Added |
| Ameriprise Financial Inc | 196,302 | $6.67M | 0.00% | −4,701−2.3% | Reduced |
| CoreCap Advisors, LLC | 172,342 | $5.86M | 0.24% | +7,821+4.8% | Added |
| Acima Private Wealth, LLC | 163,502 | $5.56M | 1.89% | −1,825−1.1% | Reduced |
| Cultivar Capital, Inc. | 139,255 | $4.73M | 3.42% | +9,581+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 129,601 | $4.40M | 0.01% | +21,059+19.4% | Added |
| Commonwealth Equity Services, LLC | 119,289 | $4.05M | 0.01% | +119,289 | New |
| Ackerman Capital Advisors, LLC | 113,095 | $3.84M | 0.89% | +113,095 | New |
| Global Endowment Management, LP | 108,550 | $3.69M | 0.49% | +54,550+101.0% | Added |
| First Foundation Advisors | 108,347 | $3.68M | 0.14% | −1,394−1.3% | Reduced |
| Proficio Capital Partners LLC | 100,575 | $3.42M | 0.21% | +100,575 | New |
| Bruce G. Allen Investments, LLC | 97,508 | $3.31M | 2.51% | −3,287−3.3% | Reduced |
| Goldman Sachs Group Inc | 92,024 | $3.13M | 0.00% | −1,702−1.8% | Reduced |
| Ironwood Wealth Management, LLC. | 91,169 | $3.10M | 1.13% | −33,520−26.9% | Reduced |
| Hancock Whitney Corp | 86,276 | $2.93M | 0.06% | −22,210−20.5% | Reduced |
| Chicago Partners Investment Group LLC | 77,785 | $2.72M | 0.08% | +828+1.1% | Added |
| RiverGlades Family Offices LLC | 76,800 | $2.61M | 1.71% | +1,605+2.1% | Added |
| National Asset Management, Inc. | 68,919 | $2.34M | 0.11% | −25,039−26.6% | Reduced |
| Washington Trust Bank | 60,378 | $2.05M | 0.17% | −11,988−16.6% | Reduced |
| Idaho Trust Bank | 59,579 | $2.02M | 0.72% | −24,870−29.4% | Reduced |
| Sharper & Granite LLC | 57,233 | $1.98M | 0.75% | −5,435−8.7% | Reduced |
| Morgan Stanley | 55,700 | $1.89M | 0.00% | −85,316−60.5% | Reduced |
| Peak Financial Management, Inc. | 49,081 | $1.67M | 0.47% | +3,365+7.4% | Added |
| Croban | 40,273 | $1.37M | 1.17% | +1,814+4.7% | Added |
| Jane Street Group, LLC | 36,819 | $1.25M | 0.00% | +36,819 | New |
| LPL Financial LLC | 35,314 | $1.20M | 0.00% | +42+0.1% | Added |
| Lido Advisors, LLC | 34,408 | $1.17M | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 34,125 | $1.16M | 0.65% | +37+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 32,969 | $1.12M | 0.00% | −21,309−39.3% | Reduced |
| Cerity Partners LLC | 30,568 | $1.04M | 0.00% | −144−0.5% | Reduced |
| MONECO Advisors, LLC | 27,495 | $934.3K | 0.09% | +215+0.8% | Added |
| Captrust Financial Advisors | 27,120 | $921.5K | 0.00% | −1,518−5.3% | Reduced |
| EP Wealth Advisors, LLC | 26,164 | $889.1K | 0.01% | +16,405+168.1% | Added |
| Atria Investments LLC | 25,491 | $866.2K | 0.01% | −1,180−4.4% | Reduced |
| Advisory Services Network, LLC | 25,340 | $855.5K | 0.01% | −3,676−12.7% | Reduced |
| Janney Montgomery Scott LLC | 24,602 | $836.0K | 0.00% | −4,832−16.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $771.0K | 0.07% | 00.0% | Unchanged |
| Bailard, Inc. | 22,000 | $747.6K | 0.02% | 00.0% | Unchanged |
| Topel & Distasi Wealth Management, LLC | 20,989 | $713.2K | 0.37% | −6,816−24.5% | Reduced |
| Vontobel Holding Ltd. | 20,399 | $693.2K | 0.00% | −13−0.1% | Reduced |
| Snowden Capital Advisors LLC | 19,560 | $664.6K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 19,506 | $662.8K | 0.00% | +2,480+14.6% | Added |
| Patten Group, Inc. | 18,589 | $631.7K | 0.13% | +18,589 | New |
| Envestnet Asset Management Inc | 18,538 | $629.9K | 0.00% | −9,537−34.0% | Reduced |
| Liberty Square Wealth Partners LLC | 18,453 | $627.0K | 0.22% | −1,649−8.2% | Reduced |
| Patriot Investment Management Inc. | 17,570 | $597.0K | 0.04% | 00.0% | Unchanged |
| Slow Capital, Inc. | 17,381 | $590.6K | 0.07% | −428−2.4% | Reduced |
| NVWM, LLC | 17,245 | $586.0K | 0.14% | −41,542−70.7% | Reduced |
| Baker Avenue Asset Management, LP | 16,293 | $553.6K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,132 | $548.2K | 0.00% | +16,132 | New |
| Associated Banc-Corp | 15,867 | $539.2K | 0.02% | −190−1.2% | Reduced |
| Citadel Advisors LLC | 15,831 | $537.9K | 0.00% | −8,273−34.3% | Reduced |
| MontVue Capital Management, Inc. | 15,480 | $526.0K | 0.37% | +233+1.5% | Added |
| Main Street Financial Solutions, LLC | 14,905 | $506.5K | 0.04% | −5,224−26.0% | Reduced |
| Lansing Street Advisors | 14,727 | $500.4K | 0.15% | −10,453−41.5% | Reduced |
| Camelot Technology Advisors, Inc. | 14,634 | $497.3K | 0.43% | −1,178−7.5% | Reduced |
| JPMorgan Chase & Co | 13,990 | $475.4K | 0.00% | −1,242−8.2% | Reduced |
| Coldstream Capital Management Inc | 13,479 | $458.0K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 12,968 | $440.7K | 0.00% | −482−3.6% | Reduced |
| Royal Bank of Canada | 12,860 | $437.0K | 0.00% | +273+2.2% | Added |
| CI Private Wealth, LLC | 12,440 | $422.7K | 0.00% | +1,275+11.4% | Added |
| Beacon Pointe Advisors, LLC | 11,983 | $407.2K | 0.00% | −3,203−21.1% | Reduced |
| Pitcairn Co | 11,902 | $404.4K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,253 | $382.4K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,542 | $358.2K | 0.00% | −65−0.6% | Reduced |
| Parkside Financial Bank & Trust | 10,344 | $351.5K | 0.04% | +1,492+16.9% | Added |
| Barclays PLC | 10,200 | $346.6K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,168 | $311.5K | 0.01% | +286+3.2% | Added |
| Brighton Jones LLC | 8,817 | $299.6K | 0.01% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 8,716 | $296.0K | 0.05% | +1,475+20.4% | Added |
| First Horizon Advisors, Inc. | 8,688 | $295.2K | 0.01% | −3,290−27.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,364 | $284.2K | 0.09% | −41−0.5% | Reduced |
| Apeiron RIA LLC | 8,298 | $282.0K | 0.07% | +86+1.0% | Added |
| PDS Planning, Inc | 8,067 | $274.1K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 8,051 | $273.6K | 0.00% | −1,121−12.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,050 | $273.5K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 7,382 | $250.8K | 0.07% | −12,176−62.3% | Reduced |
| Capstone Wealth Management Group LLC | 7,285 | $247.5K | 0.18% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 7,072 | $240.3K | 0.02% | +711+11.2% | Added |
| Alliancebernstein L.P. | 6,911 | $234.8K | 0.00% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 6,494 | $220.7K | 0.06% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 6,350 | $215.8K | 0.02% | +6,350 | New |
| Sagace Wealth Management LLC | 6,235 | $211.9K | 0.16% | −40,731−86.7% | Reduced |
| Bangor Savings Bank | 6,050 | $205.6K | 0.02% | +1,479+32.4% | Added |
| MAI Capital Management | 5,485 | $186.4K | 0.00% | −1,137−17.2% | Reduced |
| Clear Investment Research, LLC | 5,265 | $178.9K | 0.23% | +14+0.3% | Added |
| Matrix Trust Co | 4,219 | $143.0K | 0.02% | +4,219 | New |
| Bank of America Corp | – | $116.8K | 0.00% | – | – |
| Umb Bank N A | 3,435 | $116.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,682 | $91.1K | 0.00% | −284−9.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,399 | $81.5K | 0.00% | 00.0% | Unchanged |