Barclays Bank PLC Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLB&B ADVISORS, LLC | 04/28/2026 | 2.36 M | $113.80 M | 0.24% | 11.53% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 05/07/2026 | 1.37 M | $65.81 M | 0.53% | 6.67% |
| 05/12/2026 | 1.14 M | $54.74 M | 100.00% | 5.55% | |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 04/27/2026 | 715.81 K | $34.46 M | -2.75% | 3.49% |
| DIMENSION CAPITAL MANAGEMENT LLC | 05/15/2026 | 485.71 K | $23.38 M | -0.75% | 2.37% |
| BADGLEY PHELPS WEALTH MANAGERS, LLC | 04/15/2026 | 448.47 K | $21.59 M | 1.04% | 2.20% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 329.69 K | $15.87 M | 9.45% | 1.61% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 276.18 K | $13.51 M | -34.94% | 1.35% |
| SAX WEALTH ADVISORS, LLC | 04/08/2026 | 229.96 K | $8.65 M | 0.00% | 1.13% |
| UNIQUE WEALTH, LLC | 04/21/2026 | 207.16 K | $9.97 M | 4.21% | 1.02% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 206.11 K | $9.92 M | -5.01% | 1.01% |
| CERTUITY, LLC | 05/11/2026 | 204.39 K | $9.84 M | 0.00% | 1.00% |
| LEGEND FINANCIAL ADVISORS, INC. | 04/24/2026 | 199.42 K | $9.60 M | -3.06% | 0.97% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 05/14/2026 | 198.69 K | $9.57 M | 31.37% | 0.97% |
| HEARTLAND BANK & TRUST CO | 05/06/2026 | 196.36 K | $9.45 M | 8.27% | 0.96% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 190.94 K | $9.19 M | 3.41% | 0.94% |
| JPMORGAN CHASE & CO | 05/13/2026 | 186.68 K | $8.98 M | 366.73% | 0.91% |
| CULTIVAR CAPITAL, INC. | 04/07/2026 | 180.74 K | $8.70 M | 1.87% | 0.89% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 179.18 K | $8.63 M | 8.26% | 0.87% |
| ACIMA PRIVATE WEALTH, LLC | 04/06/2026 | 174.27 K | $8.39 M | -0.01% | 0.85% |
| STONEHEARTH CAPITAL MANAGEMENT, LLC | 04/17/2026 | 152.85 K | $7.36 M | 100.00% | 0.75% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 148.41 K | $7.14 M | 17.80% | 0.72% |
| FIRST FOUNDATION ADVISORS | 05/04/2026 | 142.74 K | $6.87 M | 8.66% | 0.70% |
| CROBAN | 05/13/2026 | 122.69 K | $5.90 M | 0.92% | 0.60% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 117.72 K | $5.67 M | 0.50% | 0.57% |
| PEREGRINE ASSET ADVISERS, INC. | 04/24/2026 | 115.15 K | $5.54 M | 100.00% | 0.56% |
| ACKERMAN CAPITAL ADVISORS, LLC | 05/05/2026 | 113.84 K | $5.48 M | -2.65% | 0.56% |
| JANE STREET GROUP, LLC | 05/12/2026 | 107.63 K | $5.18 M | 100.00% | 0.52% |
| IRONWOOD WEALTH MANAGEMENT, LLC. | 04/23/2026 | 104.82 K | $5.05 M | 5.86% | 0.51% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 98.75 K | $4.75 M | 55.42% | 0.48% |
| BRUCE G. ALLEN INVESTMENTS, LLC | 05/08/2026 | 98.12 K | $4.72 M | -5.06% | 0.48% |
| IDAHO TRUST BANK | 05/08/2026 | 92.85 K | $4.47 M | 3.36% | 0.45% |
| HANCOCK WHITNEY CORP | 05/15/2026 | 86.78 K | $4.38 M | -1.14% | 0.42% |
| RIVERGLADES FAMILY OFFICES LLC | 05/14/2026 | 80.68 K | $3.88 M | 100.00% | 0.39% |
| 04/10/2026 | 69.61 K | $3.35 M | -1.28% | 0.34% | |
| MORGAN STANLEY | 05/15/2026 | 67.67 K | $3.26 M | 34.84% | 0.33% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 63.09 K | $3.04 M | 5.26% | 0.31% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 57.98 K | $2.79 M | 100.00% | 0.28% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 56.40 K | $2.72 M | -23.74% | 0.28% |
| WASHINGTON TRUST BANK | 05/07/2026 | 52.48 K | $2.53 M | -4.76% | 0.26% |
| PATTEN GROUP, INC. | 04/24/2026 | 49.86 K | $2.40 M | 19.68% | 0.24% |
| PEAK FINANCIAL MANAGEMENT, INC. | 04/28/2026 | 45.82 K | $2.21 M | -0.02% | 0.22% |
| FINANCIAL SERVICES ADVISORY INC | 04/27/2026 | 36.63 K | $1.76 M | 3.86% | 0.18% |
| SHARPER & GRANITE LLC | 04/08/2026 | 35.51 K | $1.71 M | -6.85% | 0.17% |
| LIDO ADVISORS, LLC | 05/13/2026 | 34.26 K | $1.65 M | 0.00% | 0.17% |
| MARINO MANAGEMENT, LLC | 05/15/2026 | 33.69 K | $1.62 M | 0.00% | 0.16% |
| MONECO ADVISORS, LLC | 05/08/2026 | 33.19 K | $1.60 M | -7.76% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 32.95 K | $1.59 M | 24.91% | 0.16% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 31.00 K | $1.04 M | 0.00% | 0.15% |
| LPL FINANCIAL LLC | 05/06/2026 | 30.48 K | $1.47 M | 4.63% | 0.15% |
Barclays Bank PLC institutional Ownership - FAQ's
During the previous two years, 224 institutional investors and hedge funds held shares of Barclays Bank PLC. The most heavily invested institutionals were:
BLB&B Advisors, LLC: 2.36 M
Cassaday & Co Wealth Management LLC: 1.37 M
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: 715,805
DIMENSION CAPITAL MANAGEMENT LLC: 485,709
Badgley Phelps Wealth Managers, LLC: 448,468
BNP PARIBAS ARBITRAGE, SNC: 329,693
61.97% of Barclays Bank PLC stock is owned by institutional investors.
Institutional investors have bought a total of 14.78 M shares in the last 24 months. This purchase volume represents approximately $674.68 M in transactions.