Barclays Bank PLC Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLB&B ADVISORS, LLC | 01/26/2026 | 2.36 M | $88.69 M | 4.10% | 13.96% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 02/03/2026 | 1.36 M | $51.15 M | 0.60% | 8.05% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 01/27/2026 | 736.02 K | $27.68 M | -2.26% | 4.36% |
| DIMENSION CAPITAL MANAGEMENT LLC | 02/17/2026 | 489.40 K | $18.41 M | 0.38% | 2.90% |
| BADGLEY PHELPS WEALTH MANAGERS, LLC | 01/28/2026 | 443.87 K | $16.69 M | -5.80% | 2.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 424.51 K | $16.49 M | -2.18% | 2.51% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 301.22 K | $11.33 M | -8.55% | 1.78% |
| SAX WEALTH ADVISORS, LLC | 01/12/2026 | 229.96 K | $8.65 M | 100.00% | 1.36% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 216.97 K | $8.16 M | 3.46% | 1.28% |
| LEGEND FINANCIAL ADVISORS, INC. | 01/23/2026 | 205.70 K | $7.74 M | 1.57% | 1.22% |
| CERTUITY, LLC | 01/30/2026 | 204.39 K | $7.69 M | 0.00% | 1.21% |
| UNIQUE WEALTH, LLC | 01/06/2026 | 198.80 K | $7.48 M | 0.66% | 1.18% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 184.65 K | $6.94 M | 3.73% | 1.09% |
| HEARTLAND BANK & TRUST CO | 02/03/2026 | 181.36 K | $6.82 M | 0.37% | 1.07% |
| CULTIVAR CAPITAL, INC. | 01/09/2026 | 177.42 K | $6.67 M | 19.55% | 1.05% |
| ACIMA PRIVATE WEALTH, LLC | 01/15/2026 | 174.29 K | $6.56 M | 2.12% | 1.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 165.50 K | $6.23 M | 12.75% | 0.98% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 02/13/2026 | 151.24 K | $5.69 M | 8.55% | 0.90% |
| FIRST FOUNDATION ADVISORS | 02/04/2026 | 131.37 K | $4.94 M | 16.36% | 0.78% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 125.98 K | $4.74 M | 1.95% | 0.75% |
| CROBAN | 02/13/2026 | 121.57 K | $4.57 M | 102.96% | 0.72% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 117.14 K | $4.41 M | 100.00% | 0.69% |
| ACKERMAN CAPITAL ADVISORS, LLC | 02/11/2026 | 116.93 K | $4.40 M | 0.69% | 0.69% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 113.03 K | $2.88 M | 100.00% | 0.67% |
| BRUCE G. ALLEN INVESTMENTS, LLC | 02/10/2026 | 103.35 K | $3.89 M | 0.91% | 0.61% |
| IRONWOOD WEALTH MANAGEMENT, LLC. | 02/02/2026 | 99.02 K | $3.72 M | -0.77% | 0.59% |
| IDAHO TRUST BANK | 02/05/2026 | 89.83 K | $3.38 M | 22.54% | 0.53% |
| HANCOCK WHITNEY CORP | 02/17/2026 | 87.78 K | $3.30 M | 0.05% | 0.52% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 73.96 K | $3.08 M | -3.87% | 0.44% |
| 02/24/2026 | 70.51 K | $2.87 M | 100.00% | 0.42% | |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 69.37 K | $2.61 M | 1.79% | 0.41% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 63.53 K | $2.39 M | -28.52% | 0.38% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 59.94 K | $2.25 M | 100.00% | 0.35% |
| WASHINGTON TRUST BANK | 02/04/2026 | 55.11 K | $2.07 M | -1.16% | 0.33% |
| MORGAN STANLEY | 02/13/2026 | 50.18 K | $1.89 M | -4.37% | 0.30% |
| PEAK FINANCIAL MANAGEMENT, INC. | 01/23/2026 | 45.83 K | $1.72 M | -0.53% | 0.27% |
| PATTEN GROUP, INC. | 01/23/2026 | 41.66 K | $1.57 M | 88.28% | 0.25% |
| JPMORGAN CHASE & CO | 02/11/2026 | 40.00 K | $1.50 M | 135.64% | 0.24% |
| SHARPER & GRANITE LLC | 01/27/2026 | 38.12 K | $1.43 M | 0.38% | 0.23% |
| MONECO ADVISORS, LLC | 02/04/2026 | 35.98 K | $1.35 M | 17.60% | 0.21% |
| FINANCIAL SERVICES ADVISORY INC | 01/30/2026 | 35.27 K | $1.33 M | 100.00% | 0.21% |
| LIDO ADVISORS, LLC | 02/10/2026 | 34.26 K | $1.28 M | 0.00% | 0.20% |
| MARINO MANAGEMENT, LLC | 02/13/2026 | 33.69 K | $1.29 M | 100.00% | 0.20% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 31.00 K | $1.04 M | 0.00% | 0.18% |
| LPL FINANCIAL LLC | 02/11/2026 | 29.13 K | $1.10 M | -8.23% | 0.17% |
| VONTOBEL HOLDING LTD. | 02/13/2026 | 28.82 K | $1.08 M | 13.82% | 0.17% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 02/06/2026 | 28.13 K | $1.06 M | -4.93% | 0.17% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 26.45 K | $994.75 K | -2.30% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 26.38 K | $992.00 K | 0.73% | 0.16% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 26.13 K | $982.60 K | 27.28% | 0.15% |
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Barclays Bank PLC institutional Ownership - FAQ's
During the previous two years, 222 institutional investors and hedge funds held shares of Barclays Bank PLC. The most heavily invested institutionals were:
BLB&B Advisors, LLC: 2.36 M
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: 715,805
Badgley Phelps Wealth Managers, LLC: 448,468
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 276,180
SAX WEALTH ADVISORS, LLC: 229,962
UNIQUE WEALTH, LLC: 207,161
64.44% of Barclays Bank PLC stock is owned by institutional investors.
Institutional investors have bought a total of 14.77 M shares in the last 24 months. This purchase volume represents approximately $674.60 M in transactions.