DaveManuel.com · Institutional Ownership · Who Owns It
BARCLAYS BANK PLC (DJP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
143
Reporting holders
$550.6M
Reported value
0.1%
Calls
0.0%
Puts
-8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Cambridge Investment Research Advisors, Inc. | $15.9M | 363,930 | 0.02% | 6q | +103.1%+$8.1M |
| 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 | -12.9%-$1.2M |
| 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 incl. $275.4K options CALL | 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 |
| Janney Montgomery Scott LLC | $1.5M | 34,920 | 0.00% | 31q | +6.0%+$86.0K |
| 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 | |
| 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 |
| Stillwater Private Wealth, LLC | $611.0K | 12,518 | 0.40% | 2q | -46.9%-$540.4K |
| CROBAN | $610.9K | 13,980 | 0.27% | 8q | -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 CALL | 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 |
| Parkside Financial Bank & Trust | $367.3K | 8,402 | 0.03% | 31q | -12.0%-$50.1K |
| 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 |
| LM Advisors LLC | $350.0K | 8,000 | 0.04% | 4q | +1977.9%+$333.2K |
| Measured Wealth Private Client Group, LLC | $349.9K | 8,005 | 0.08% | 24q | -3.2%-$11.7K |
| Altshuler Shaham Ltd | $325.1K incl. $325.1K options OPT | 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 |
Showing the largest 100 of 144 reported holders. The count of 143 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 46 | $303.1M | 5,878,844 | 5 | 5 | 20 | 0.0% |
| Q2 2026 | 143 | $550.6M | 12,783,349 | 12 | 38 | 45 | 0.2% |
| Q1 2026 | 151 | $608.0M | 12,901,992 | 27 | 46 | 32 | 0.3% |
| Q4 2025 | 139 | $413.4M | 11,049,946 | 20 | 41 | 30 | 1.0% |
| Q3 2025 | 122 | $372.7M | 10,413,207 | 12 | 45 | 27 | 0.9% |
| Q2 2025 | 130 | $332.2M | 9,697,043 | 11 | 24 | 47 | 0.7% |
| Q1 2025 | 137 | $304.8M | 8,621,879 | 17 | 26 | 49 | 0.2% |
| Q4 2024 | 135 | $270.6M | 8,418,150 | 16 | 32 | 41 | 0.2% |
| Q3 2024 | 122 | $281.1M | 8,710,277 | 8 | 33 | 36 | 0.1% |
| Q2 2024 | 135 | $286.0M | 8,930,946 | 11 | 33 | 36 | 0.2% |
| Q1 2024 | 130 | $261.2M | 8,389,572 | 14 | 34 | 47 | 0.0% |
| Q4 2023 | 142 | $281.4M | 9,250,624 | 10 | 29 | 48 | 0.1% |
| Q3 2023 | 141 | $303.4M | 9,278,406 | 10 | 38 | 36 | 1.7% |
| Q2 2023 | 147 | $283.5M | 9,102,998 | 13 | 28 | 51 | 1.9% |
| Q1 2023 | 143 | $369.1M | 10,624,962 | 17 | 33 | 43 | 0.1% |
| Q4 2022 | 147 | $321.8M | 9,535,052 | 18 | 37 | 48 | 0.2% |
| Q3 2022 | 137 | $5.4B | 163,845,837 | 11 | 27 | 53 | 0.1% |
| Q2 2022 | 165 | $6.1B | 173,944,501 | 19 | 45 | 56 | 0.2% |
| Q1 2022 | 163 | $994.9M | 26,694,215 | 31 | 38 | 48 | 0.8% |
| Q4 2021 | 148 | $787.9M | 27,078,736 | 21 | 37 | 37 | 0.3% |
| Q3 2021 | 129 | $2.1B | 70,989,660 | 10 | 32 | 41 | 0.1% |
| Q2 2021 | 131 | $1.5B | 56,727,799 | 20 | 33 | 42 | 0.2% |
| Q1 2021 | 123 | $1.3B | 51,942,098 | 20 | 36 | 35 | 3.4% |
| Q4 2020 | 121 | $488.2M | 22,239,776 | 12 | 27 | 39 | 0.0% |
| Q3 2020 | 113 | $418.8M | 21,432,045 | 18 | 26 | 37 | 0.0% |
| Q2 2020 | 104 | $401.3M | 22,690,576 | 8 | 26 | 45 | 0.0% |
| Q1 2020 | 118 | $237.0M | 14,389,632 | 12 | 27 | 51 | 0.0% |
| Q4 2019 | 136 | $414.1M | 19,145,643 | 16 | 33 | 50 | 0.0% |
| Q3 2019 | 129 | $304.3M | 13,943,325 | 11 | 27 | 52 | 0.0% |
| Q2 2019 | 134 | $668.8M | 30,348,449 | 16 | 28 | 54 | 0.1% |
| Q1 2019 | 145 | $729.6M | 32,081,835 | 11 | 32 | 50 | 0.1% |
| Q4 2018 | 163 | $877.9M | 41,618,102 | 3 | 1 | 5 | 0.2% |