BARCLAYS BANK PLC (DJP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 12,351,348 shares against 2,342,558,515 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2025q4i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | $102.9M | 2,353,733 | 3.77% | 20q | HELD |
| Cassaday & Co Wealth Management LLC | $60.2M | 1,376,491 | 1.13% | 5q | +0.7%+$410.5K |
| CIBC Bancorp USA Inc. | $59.3M | 1,357,750 | 0.07% | 2q | +19.4%+$9.6M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $31.1M | 710,414 | 1.73% | 22q | -0.8%-$235.6K |
| DIMENSION CAPITAL MANAGEMENT LLC | $20.9M | 478,880 | 2.45% | 31q | -1.4%-$298.5K |
| Badgley Phelps Wealth Managers, LLC | $20.0M | 457,278 | 0.35% | 9q | +2.0%+$385.1K |
| BNP PARIBAS FINANCIAL MARKETS | $14.5M | 331,604 | 0.01% | 4q | +0.6%+$83.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.7M | 259,765 | 0.02% | 31q | -5.9%-$740.3K |
| Global Endowment Management, LP | $11.1M | 254,683 | 1.13% | 6q | +28.2%+$2.4M |
| SAX WEALTH ADVISORS, LLC | $10.3M | 214,572 | 0.42% | 3q | -6.7%-$740.9K |
| JPMORGAN CHASE & CO | $9.3M | 215,325 | 0.00% | 31q | +15.3%+$1.2M |
| CERTUITY, LLC | $8.9M | 204,390 | 0.44% | 27q | HELD |
| UNIQUE WEALTH, LLC | $8.9M | 203,147 | 1.03% | 13q | -1.9%-$175.5K |
| Ironwood Wealth Management, LLC. | $8.8M | 200,360 | 1.94% | 29q | +91.1%+$4.2M |
| Heartland Bank & Trust Co | $8.6M | 197,654 | 1.79% | 15q | +0.7%+$56.8K |
| CoreCap Advisors, LLC | $8.5M | 194,331 | 0.25% | 18q | +1.8%+$148.3K |
| Legend Financial Advisors, Inc. | $8.4M | 192,783 | 4.79% | 17q | -3.3%-$289.9K |
| CULTIVAR CAPITAL, INC. | $8.0M | 183,482 | 5.16% | 11q | +1.5%+$120.1K |
| AMERIPRISE FINANCIAL INC | $7.8M | 179,598 | 0.00% | 31q | -56.4%-$10.2M |
| ACIMA PRIVATE WEALTH, LLC | $7.1M | 162,587 | 2.06% | 31q | -6.7%-$510.8K |
| FIRST FOUNDATION ADVISORS | $6.4M | 146,170 | 0.23% | 10q | +2.4%+$149.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 142,999 | 0.01% | 5q | -3.6%-$236.3K |
| Waverly Advisors, LLC | $5.1M | 117,469 | 0.03% | 3q | HELD |
| Ackerman Capital Advisors, LLC | $5.0M | 113,761 | 1.00% | 5q | HELD |
| Bruce G. Allen Investments, LLC | $4.5M | 103,957 | 2.90% | 11q | +5.9%+$255.0K |
| Idaho Trust Co | $4.4M | 101,717 | 1.30% | 9q | +9.6%+$387.7K |
| GOLDMAN SACHS GROUP INC | $4.3M | 98,466 | 0.00% | 31q | HELD |
| HANCOCK WHITNEY CORP | $3.8M | 86,677 | 0.06% | 31q | HELD |
| RiverGlades Family Offices LLC | $3.3M | 74,740 | 1.50% | 28q | -7.4%-$259.4K |
| Chicago Partners Investment Group LLC | $3.1M | 64,416 | 0.06% | 6q | +14.2%+$391.1K |
| MORGAN STANLEY | $3.1M | 70,412 | 0.00% | 35q | +4.1%+$120.0K |
| WLTH Capital Management, LLC | $2.7M | 62,280 | 1.74% | 3q | -10.5%-$320.2K |
| Peak Financial Management, Inc. | $2.0M | 45,596 | 0.46% | 31q | HELD |
| Cresset Asset Management, LLC | $2.0M | 44,907 | 0.01% | 2q | +51.6%+$667.8K |
| Washington Trust Bank | $2.0M | 44,823 | 0.14% | 18q | -14.6%-$334.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 37,703 | 0.00% | 2q | HELD |
| Ethos Financial Group, LLC | $1.9M | 39,554 | 0.13% | 3q | -37.3%-$1.1M |
| Patten Group, Inc. | $1.8M | 40,613 | 0.28% | 5q | -18.5%-$404.1K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $1.7M | 39,053 | 1.15% | 3q | +464.2%+$1.4M |
| LPL Financial LLC | $1.5M | 33,618 | 0.00% | 31q | +10.3%+$137.2K |
| Marino Management, LLC | $1.5M | 33,691 | 0.30% | 3q | HELD |
| Coppell Advisory Solutions LLC | $1.4M | 100 | 0.12% | new | NEW |
| Sharper & Granite LLC | $1.4M | 32,533 | 0.44% | 15q | -8.4%-$130.0K |
| MONECO ADVISORS, LLC | $1.4M | 32,114 | 0.09% | 17q | -3.2%-$47.0K |
| Lido Advisors, LLC | $1.4M | 32,097 | 0.00% | 8q | -6.3%-$94.6K |
| Avestar Capital, LLC | $1.4M | 31,000 | 0.08% | 4q | HELD |
| STIFEL FINANCIAL CORP | $1.3M | 30,391 | 0.00% | 19q | +6.4%+$79.6K |
| Fort Point Capital Partners LLC | $1.1M | 25,427 | 0.08% | 2q | HELD |
| Baker Avenue Asset Management, LP | $1.0M | 23,126 | 0.02% | 31q | +15.5%+$135.4K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $965.6K | 22,091 | 0.01% | 16q | +13.6%+$115.4K |
| BAILARD, INC. | $961.6K | 22,000 | 0.02% | 24q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $865.3K | 19,796 | 0.00% | 31q | -1.0%-$8.8K |
| Envestnet Portfolio Solutions, Inc. | $860.3K | 19,683 | 0.00% | 12q | -8.3%-$77.5K |
| CAPTRUST FINANCIAL ADVISORS | $857.2K | 19,610 | 0.00% | 26q | HELD |
| Atria Investments, Inc | $849.4K | 19,433 | 0.01% | 22q | -4.7%-$41.7K |
| Snowden Capital Advisors LLC | $847.5K | 19,390 | 0.02% | 16q | HELD |
| Slow Capital, Inc. | $772.4K | 17,671 | 0.09% | 31q | -2.2%-$17.6K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $759.0K | 17,365 | 0.04% | 30q | -1.2%-$9.0K |
| EP Wealth Advisors, LLC | $750.9K | 17,179 | 0.00% | 30q | -2.9%-$22.5K |
| IFP Advisors, Inc | $731.9K | 16,745 | 0.01% | 20q | HELD |
| MontVue Capital Management, Inc. | $708.5K | 16,210 | 0.41% | 11q | -6.3%-$47.5K |
| Cetera Investment Advisers | $627.9K | 14,365 | 0.00% | 31q | -7.4%-$50.4K |
| ROYAL BANK OF CANADA | $617.0K | 14,101 | 0.00% | 31q | +1.4%+$8.3K |
| CROBAN | $610.9K | 13,980 | 0.27% | 7q | -88.6%-$4.8M |
| D.B. Root & Company, LLC | $599.9K | 13,725 | 0.13% | 4q | +8.5%+$47.0K |
| Associated Banc-Corp | $577.7K | 13,217 | 0.01% | 31q | +4.5%+$24.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $568.2K | 13,000 | 0.01% | 4q | HELD |
| UBS Group AG | $544.3K | 12,453 | 0.00% | 31q | +392.8%+$433.9K |
| Apeiron RIA LLC | $495.7K | 11,340 | 0.13% | 9q | +7.3%+$33.6K |
| HighTower Advisors, LLC | $490.6K | 11,223 | 0.00% | 23q | -8.5%-$45.7K |
| HB Wealth Management, LLC | $489.2K | 11,193 | 0.00% | 3q | +11.9%+$52.1K |
| Parallel Advisors, LLC | $457.5K | 10,466 | 0.01% | 17q | HELD |
| Pitcairn Wealth Advisors LLC | $455.2K | 10,413 | 0.05% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $450.0K | 10,294 | 0.00% | 2q | +0.8%+$3.4K |
| BARCLAYS PLC | $445.8K | 10,200 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $401.6K | 9,187 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $389.0K | options only | 0.00% | 2q | OPTIONS |
| BRIGHTON JONES LLC | $385.4K | 8,817 | 0.01% | 2q | HELD |
| Boston Standard Wealth Management, LLC | $380.0K | 8,716 | 0.06% | 13q | HELD |
| Sanctuary Advisors, LLC | $379.6K | 8,685 | 0.00% | 3q | -6.7%-$27.3K |
| Upper Left Wealth Management, LLC | $366.1K | 8,375 | 0.20% | 2q | +34.7%+$94.2K |
| Capstone Wealth Management Group, Inc. | $364.3K | 8,335 | 0.22% | new | FIRST |
| Bangor Savings Bank | $360.6K | 8,250 | 0.03% | 20q | HELD |
| PDS Planning, Inc | $352.6K | 8,067 | 0.02% | 21q | HELD |
| Mesirow Financial Investment Management, Inc. | $351.9K | 8,050 | 0.01% | 7q | HELD |
| Measured Wealth Private Client Group, LLC | $349.9K | 8,005 | 0.08% | 24q | -3.2%-$11.7K |
| Altshuler Shaham Ltd | $325.1K | 250,000 | 0.00% | 3q | HELD |
| ALLSTREET CAPITAL ADVISORS LLC | $314.7K | 7,199 | 0.20% | 3q | HELD |
| Empower Advisory Group, LLC | $309.9K | 7,091 | 0.00% | 14q | HELD |
| CARDIFF PARK ADVISORS, LLC | $309.1K | 7,072 | 0.02% | 7q | HELD |
| JANE STREET GROUP, LLC | $297.6K | 6,808 | 0.00% | 2q | -93.7%-$4.4M |
| Pinnacle Financial Group, LLC / IL | $293.5K | 6,715 | 0.07% | 2q | +22.6%+$54.2K |
| Colony Family Offices, LLC | $287.4K | 6,574 | 0.06% | 10q | -0.9%-$2.6K |
| ALLIANCEBERNSTEIN L.P. | $271.6K | 5,642 | 0.00% | 22q | HELD |
| Advisory Services Network, LLC | $271.1K | 6,202 | 0.00% | 15q | HELD |
| Farther Finance Advisors, LLC | $266.2K | 6,090 | 0.00% | 6q | +2.4%+$6.2K |
| Allworth Financial LP | $265.8K | 6,081 | 0.00% | 31q | +2238.8%+$254.4K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $244.0K | 5,582 | 0.06% | 7q | -6.8%-$17.8K |
| Quantinno Capital Management LP | $242.7K | 5,553 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $236.5K | 5,410 | 0.00% | new | NEW |
Showing the largest 100 of 143 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 136 | $531.6M | 12,351,348 | 12 | 34 | 43 | 0.2% |
| Q1 2026 | 144 | $603.0M | 12,797,722 | 26 | 45 | 31 | 0.3% |
| Q4 2025 | 132 | $405.4M | 10,835,947 | 20 | 39 | 29 | 1.0% |
| Q3 2025 | 113 | $361.0M | 10,083,522 | 11 | 42 | 25 | 0.9% |
| Q2 2025 | 122 | $321.8M | 9,391,527 | 9 | 23 | 45 | 0.7% |
| Q1 2025 | 128 | $294.8M | 8,341,105 | 16 | 23 | 47 | 0.2% |
| Q4 2024 | 127 | $267.7M | 8,328,969 | 14 | 30 | 40 | 0.1% |
| Q3 2024 | 116 | $278.1M | 8,617,112 | 8 | 32 | 32 | 0.1% |
| Q2 2024 | 124 | $280.5M | 8,759,803 | 11 | 31 | 31 | 0.2% |
| Q1 2024 | 117 | $255.0M | 8,189,254 | 13 | 31 | 42 | 0.0% |
| Q4 2023 | 129 | $275.2M | 9,047,523 | 9 | 27 | 44 | 0.1% |
| Q3 2023 | 127 | $294.8M | 9,011,812 | 9 | 33 | 32 | 1.8% |
| Q2 2023 | 132 | $275.5M | 8,844,406 | 13 | 24 | 45 | 1.9% |
| Q1 2023 | 124 | $356.9M | 10,244,493 | 14 | 25 | 40 | 0.1% |
| Q4 2022 | 118 | $300.8M | 8,910,692 | 17 | 33 | 39 | 0.2% |
| Q3 2022 | 143 | $408.3M | 12,081,697 | 12 | 27 | 56 | 1.2% |
| Q2 2022 | 165 | $523.1M | 14,874,730 | 19 | 45 | 56 | 1.8% |
| Q1 2022 | 165 | $593.8M | 15,833,649 | 31 | 38 | 50 | 1.3% |
| Q4 2021 | 149 | $453.9M | 15,450,821 | 22 | 37 | 37 | 0.6% |
| Q3 2021 | 129 | $404.7M | 13,669,038 | 10 | 32 | 41 | 0.3% |
| Q2 2021 | 131 | $345.3M | 12,667,903 | 20 | 33 | 41 | 0.7% |
| Q1 2021 | 125 | $342.0M | 12,640,280 | 20 | 37 | 35 | 12.6% |
| Q4 2020 | 121 | $227.0M | 10,309,718 | 12 | 27 | 39 | 0.1% |
| Q3 2020 | 114 | $184.3M | 9,402,096 | 18 | 26 | 38 | 0.0% |
| Q2 2020 | 106 | $192.0M | 10,808,046 | 8 | 26 | 45 | 0.0% |
| Q1 2020 | 120 | $182.2M | 11,074,812 | 12 | 28 | 51 | 0.1% |
| Q4 2019 | 137 | $292.4M | 12,803,856 | 16 | 34 | 50 | 0.0% |
| Q3 2019 | 130 | $239.8M | 10,986,408 | 11 | 28 | 52 | 0.0% |
| Q2 2019 | 136 | $299.1M | 13,436,692 | 17 | 28 | 54 | 0.2% |
| Q1 2019 | 146 | $329.3M | 14,513,868 | 11 | 33 | 50 | 0.1% |
| Q4 2018 | 164 | $449.3M | 21,420,680 | 3 | 1 | 5 | 0.3% |