Barclays Bank PLC Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLB&B ADVISORS, LLC | 08/05/2026 | 2.35 M | $102.88 M | -0.43% | 10.52% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 08/10/2026 | 1.38 M | $60.17 M | 0.69% | 6.15% |
| CIBC BANCORP USA INC. | 08/13/2026 | 1.36 M | $59.35 M | 19.40% | 6.07% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 08/04/2026 | 710.41 K | $31.05 M | -0.75% | 3.18% |
| DIMENSION CAPITAL MANAGEMENT LLC | 08/14/2026 | 478.88 K | $20.93 M | -1.41% | 2.14% |
| BADGLEY PHELPS WEALTH MANAGERS, LLC | 07/31/2026 | 457.28 K | $19.99 M | 1.96% | 2.04% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 331.60 K | $14.49 M | 0.58% | 1.48% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 259.77 K | $11.72 M | -5.94% | 1.16% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 08/14/2026 | 254.68 K | $11.13 M | 28.18% | 1.14% |
| JPMORGAN CHASE & CO | 08/12/2026 | 215.33 K | $9.32 M | 15.35% | 0.96% |
| SAX WEALTH ADVISORS, LLC | 07/09/2026 | 214.57 K | $10.33 M | -6.69% | 0.96% |
| CERTUITY, LLC | 07/28/2026 | 204.39 K | $8.93 M | 0.00% | 0.91% |
| UNIQUE WEALTH, LLC | 07/21/2026 | 203.15 K | $8.88 M | -1.94% | 0.91% |
| IRONWOOD WEALTH MANAGEMENT, LLC. | 07/30/2026 | 200.36 K | $8.76 M | 91.14% | 0.90% |
| HEARTLAND BANK & TRUST CO | 08/12/2026 | 197.65 K | $8.64 M | 0.66% | 0.88% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 194.33 K | $8.49 M | 1.78% | 0.87% |
| LEGEND FINANCIAL ADVISORS, INC. | 07/20/2026 | 192.78 K | $8.43 M | -3.33% | 0.86% |
| CULTIVAR CAPITAL, INC. | 07/08/2026 | 183.48 K | $8.02 M | 1.52% | 0.82% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 181.97 K | $7.95 M | 1.55% | 0.81% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 179.60 K | $7.84 M | -12.86% | 0.80% |
| ACIMA PRIVATE WEALTH, LLC | 07/06/2026 | 162.59 K | $7.11 M | -6.71% | 0.73% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 146.17 K | $6.39 M | 2.40% | 0.65% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 143.00 K | $6.25 M | -3.64% | 0.64% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 117.47 K | $5.13 M | -0.22% | 0.53% |
| ACKERMAN CAPITAL ADVISORS, LLC | 07/30/2026 | 113.76 K | $4.97 M | -0.07% | 0.51% |
| BRUCE G. ALLEN INVESTMENTS, LLC | 07/31/2026 | 103.96 K | $4.54 M | 5.95% | 0.46% |
| IDAHO TRUST BANK | 08/07/2026 | 101.72 K | $4.44 M | 9.56% | 0.45% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 98.47 K | $4.30 M | -0.28% | 0.44% |
| HANCOCK WHITNEY CORP | 08/14/2026 | 86.68 K | $3.79 M | -0.12% | 0.39% |
| RIVERGLADES FAMILY OFFICES LLC | 08/10/2026 | 74.74 K | $3.27 M | -7.36% | 0.33% |
| MORGAN STANLEY | 08/13/2026 | 70.41 K | $3.08 M | 4.06% | 0.31% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 64.42 K | $3.14 M | 14.21% | 0.29% |
| WLTH CAPITAL MANAGEMENT, LLC | 07/09/2026 | 62.28 K | $2.72 M | -10.52% | 0.28% |
| PEAK FINANCIAL MANAGEMENT, INC. | 07/20/2026 | 45.60 K | $1.99 M | -0.49% | 0.20% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 44.91 K | $1.96 M | 51.56% | 0.20% |
| WASHINGTON TRUST BANK | 08/05/2026 | 44.82 K | $1.96 M | -14.59% | 0.20% |
| PATTEN GROUP, INC. | 08/06/2026 | 40.61 K | $1.78 M | -18.54% | 0.18% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 39.55 K | $1.87 M | -37.31% | 0.18% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 07/10/2026 | 39.05 K | $1.71 M | 464.19% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 37.70 K | $1.65 M | 100.00% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 34.92 K | $1.53 M | 5.97% | 0.16% |
| MARINO MANAGEMENT, LLC | 07/28/2026 | 33.69 K | $1.46 M | 0.00% | 0.15% |
| LPL FINANCIAL LLC | 08/07/2026 | 33.62 K | $1.47 M | 10.30% | 0.15% |
| SHARPER & GRANITE LLC | 07/16/2026 | 32.53 K | $1.42 M | -8.38% | 0.15% |
| MONECO ADVISORS, LLC | 08/11/2026 | 32.11 K | $1.40 M | -3.24% | 0.14% |
| LIDO ADVISORS, LLC | 08/07/2026 | 32.10 K | $1.40 M | -6.32% | 0.14% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 31.00 K | $1.36 M | 0.00% | 0.14% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 30.39 K | $1.33 M | 6.38% | 0.14% |
| FORT POINT CAPITAL PARTNERS LLC | 08/14/2026 | 25.43 K | $1.11 M | 0.00% | 0.11% |
| BAKER AVENUE ASSET MANAGEMENT, LP | 07/28/2026 | 23.13 K | $1.01 M | 15.47% | 0.10% |
Barclays Bank PLC institutional Ownership - FAQ's
During the previous two years, 235 institutional investors and hedge funds held shares of Barclays Bank PLC. The most heavily invested institutionals were:
BLB&B Advisors, LLC: 2.35 M
Cassaday & Co Wealth Management LLC: 1.38 M
CIBC Bancorp USA Inc.: 1.36 M
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: 710,414
DIMENSION CAPITAL MANAGEMENT LLC: 478,880
Badgley Phelps Wealth Managers, LLC: 457,278
55.23% of Barclays Bank PLC stock is owned by institutional investors.
Institutional investors have bought a total of 15.74 M shares in the last 24 months. This purchase volume represents approximately $718.86 M in transactions.