Institutional Ownership Barclays PLC (BCS)
This table provides information about the institutional ownership of Barclays PLC (BCS). We have compiled data on the 474 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $5.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,148
shares
|
$64,250
0.0% of portfolio
|
Q2 2025
Added 69.98%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,001
shares
|
$61,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,964
shares
|
$60,495
0.01% of portfolio
|
Q3 2024
Added 36.34%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,876
shares
|
$58,699
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
2,700
shares
|
$55,107
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,630
shares
|
$53,678
0.01% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,619
shares
|
$53,453
0.0% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
2,545
shares
|
$51,943
0.04% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,519
shares
|
$51,412
0.03% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
2,510
shares
|
$51,229
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
2,495
shares
|
$50,922
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,174
shares
|
$44,371
0.0% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,149
shares
|
$43,861
0.03% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$40,820
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,945
shares
|
$39,697
0.0% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,930
shares
|
$39,391
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,833
shares
|
$37,411
0.0% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,693
shares
|
$34,554
0.0% of portfolio
|
Q2 2025
Added 18.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,680
shares
|
$34,288
0.0% of portfolio
|
Q3 2024
Added 39.65%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,640
shares
|
$33,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,534
shares
|
$31,308
0.01% of portfolio
|
Q4 2024
Added 2296.88%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
1,500
shares
|
$30,615
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,495
shares
|
$30,512
0.0% of portfolio
|
Q2 2025
Reduced 86.83%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
1,400
shares
|
$28,574
0.01% of portfolio
|
Q1 2025
Reduced 96.22%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,367
shares
|
$27,900
0.0% of portfolio
|
Q1 2023
Added 3.48%
|