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 49 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
16,255
shares
|
$513,983
0.04% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
9,761
shares
|
$308,642
0.0% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
8,902
shares
|
$281,481
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
8,128
shares
|
$257,007
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
7,959
shares
|
$251,663
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
7,856
shares
|
$248,406
0.02% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
7,381
shares
|
$233,387
0.03% of portfolio
|
Q4 2025
Added 19.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,371
shares
|
$233,071
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,100
shares
|
$224,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
6,806
shares
|
$215,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
3,189
shares
|
$100,836
0.07% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,178
shares
|
$100,488
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,846
shares
|
$89,990
0.0% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
2,125
shares
|
$67,192
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,408
shares
|
$44,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
519
shares
|
$16,410
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
500
shares
|
$15,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
500
shares
|
$15,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
400
shares
|
$12,648
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
168
shares
|
$5,312
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
145
shares
|
$4,584
0.0% of portfolio
|
Q2 2025
Added 7150.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
73
shares
|
$2,308
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8
shares
|
$252
0.0% of portfolio
|
Q3 2025
Reduced 99.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|