BARCLAYS BANK PLC
CUSIP 06738C778
Barclays Bank PLC has 145 institutional holders in Filings Flow’s 13F database, together reporting 12.59M shares worth $589M as of Q1 2026. The largest reported holders are Blb&B Advisors, LLC, Cassaday & Co Wealth Management LLC, and Cibc Bancorp USA Inc..
Institutional Holders
145
Q1 2026
Reported Value
$589M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Legend Financial Advisors, Inc.$155M AUM | 6.19% | $10M | 199.4K | Q1 2026OLDER |
| CULTIVAR CAPITAL, INC.$155M AUM | 5.16% | $8M | 183.5K | Q2 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 4.70% | $114M | 2.36M | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 3.28% | $23M | 485.7K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 3.09% | $5M | 98.1K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 2.91% | $7M | 152.8K | Q1 2026OLDER |
| CROBAN$213M AUM | 2.78% | $6M | 122.7K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 2.28% | $4M | 80.7K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 2.14% | $9M | 196.4K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 2.06% | $7M | 162.6K | Q2 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 1.95% | $8M | 219.1K | Q3 2025OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 1.82% | $34M | 715.8K | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 1.74% | $3M | 62.3K | Q2 2026 |
| Peregrine Asset Advisers, Inc.$371M AUM | 1.49% | $6M | 115.1K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 1.45% | $4M | 92.8K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 1.45% | $5M | 104.8K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 1.40% | $66M | 1.37M | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 1.38% | $10M | 207.2K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 1.12% | $5M | 113.8K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 1.07% | $10M | 198.7K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.84% | $2M | 36.6K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.65% | $10M | 204.4K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.64% | $1M | 34.3K | Q4 2025OLDER |
| Sharper & Granite LLC$293M AUM | 0.58% | $2M | 35.5K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 0.57% | $832,618 | 17.3K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.56% | $2M | 45.8K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.46% | $888,424 | 18.5K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.43% | $22M | 448.5K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.42% | $10M | 214.6K | Q2 2026 |
| Patten Group, Inc.$575M AUM | 0.42% | $2M | 49.9K | Q1 2026OLDER |
| Marino Management, LLC$547M AUM | 0.30% | $2M | 33.7K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.30% | $1M | 24.3K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.28% | $7M | 142.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.25% | $8M | 194.3K | Q2 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.24% | $4M | 100.6K | Q3 2025OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.24% | $333,225 | 6.9K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.22% | $3M | 63.1K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.22% | $353,107 | 7.3K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.19% | $3M | 52.5K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.18% | $299,383 | 6.2K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.15% | $1M | 25.4K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.15% | $608,971 | 12.7K | Q1 2026OLDER |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM | 0.13% | $150,440 | 4.0K | Q4 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.12% | $2M | 33.2K | Q1 2026OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 0.12% | $499,122 | 13.3K | Q4 2025OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.12% | $1M | 24.5K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.12% | $3M | 69.4K | Q4 2025OLDER |
| Apeiron RIA LLC$431M AUM | 0.12% | $508,888 | 10.6K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.11% | $870,083 | 18.1K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.11% | $398,262 | 8.3K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.10% | $848,420 | 17.6K | Q1 2026OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 0.10% | $1M | 25.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.08% | $3M | 113.0K | Q4 2025OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.08% | $288,310 | 6.0K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 0.08% | $319,313 | 6.6K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.08% | $4M | 86.8K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.07% | $55M | 1.14M | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.07% | $263,556 | 5.5K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.07% | $305,641 | 6.3K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.07% | $221,444 | 4.6K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.07% | $1M | 31.0K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.06% | $107,497 | 2.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.06% | $3M | 56.4K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 0.06% | $380,018 | 8.7K | Q2 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.05% | $845,820 | 17.6K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $693,416 | 18.4K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $6M | 117.7K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.04% | $391,633 | 10.4K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.04% | $459,641 | 9.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $14M | 276.2K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.03% | $340,446 | 7.1K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.03% | $360,608 | 8.3K | Q2 2026 |
| PDS Planning, Inc$1.5B AUM | 0.03% | $388,345 | 8.1K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $933,435 | 19.4K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.02% | $1M | 22.0K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.02% | $964,148 | 20.0K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.02% | $41,930 | 871 | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $364,449 | 7.6K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $234,195 | 4.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $809,956 | 16.8K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.02% | $608,874 | 12.6K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.02% | $210,372 | 4.4K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $625,820 | 13.0K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.01% | $19,256 | 400 | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $936,323 | 19.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $981,478 | 20.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 148.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $503,833 | 10.5K | Q2 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.01% | $213,116 | 4.4K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.01% | $9,628 | 200 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $16M | 329.7K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.01% | $9,387 | 195 | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $312,475 | 8.8K | Q3 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $387,527 | 8.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 29.6K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 21.5K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.01% | $10,756 | 286 | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 34.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $851,789 | 17.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $298,564 | 6.2K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $15,886 | 330 | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $7,799 | 162 | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 28.8K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $481,400 | 10.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $29,799 | 619 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $283,244 | 5.9K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 0.00% | $369,368 | 9.8K | Q4 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $7,832 | 221 | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $491,847 | 10.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $448,183 | 9.3K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $165,361 | 3.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $10M | 206.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $206,472 | 4.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 30.4K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $943,592 | 19.6K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $2,311 | 48 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $6,836 | 142 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $233,191 | 4.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 28.6K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $4,718 | 98 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $676,948 | 20.3K | Q4 2025OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $341,361 | 7.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $747,028 | 15.5K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $32,639 | 678 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $5,681 | 118 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 107.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $590,582 | 12.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 186.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 98.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,333 | 49 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 30.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $100,613 | 2.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $962,656 | 20.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $191,790 | 4.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $114,485 | 3.0K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $100,753 | 2.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $203,006 | 4.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $491,028 | 10.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $670,000 | 13.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 50.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $26,477 | 704 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $20,652 | 429 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $818,380 | 17.0K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,062 | 22 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $212,196 | 5.6K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $527 | 14 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $115,488 | 2.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $12,517 | 260 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $61,474 | 1.3K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $94 | 2 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $5,295 | 110 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $121,650 | 2.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,503 | 52 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18,558 | 385 | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,009 | 80 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1,444 | 30 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $48 | 1 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $929 | 2.5K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.