Institutional Ownership Barclays Bank PLC (CAPE)
This table provides information about the institutional ownership of Barclays Bank PLC (CAPE). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 6.58 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,988,686
shares
|
$64 Million
6.82% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Straightline Group LLC
Troy, MI |
May 15, 2025 Q1 2025 |
961,068
shares
|
$30.9 Million
18.88% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
872,962
shares
|
$28.1 Million
10.82% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
551,666
shares
|
$17.7 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
352,924
shares
|
$11.4 Million
0.19% of portfolio
|
Q2 2025
Added 23.52%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
334,130
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
255,800
shares
|
$8.23 Million
2.96% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
171,108
shares
|
$5.5 Million
4.59% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
125,393
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
120,089
shares
|
$3.86 Million
1.51% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
106,196
shares
|
$3.42 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
100,735
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
99,646
shares
|
$3.2 Million
0.23% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 29, 2025 Q2 2025 |
96,935
shares
|
$3.12 Million
1.37% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
93,602
shares
|
$3.01 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
79,139
shares
|
$2.55 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
33,597
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
28,845
shares
|
$927,655
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
28,441
shares
|
$914,662
0.0% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
25,078
shares
|
$806,508
0.41% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
23,689
shares
|
$761,838
0.03% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
18,743
shares
|
$602,774
0.0% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
18,550
shares
|
$596,567
0.05% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
17,022
shares
|
$547,427
0.21% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,716
shares
|
$505,426
0.0% of portfolio
|
Q2 2025
Reduced 84.6%
|