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 |
---|---|---|---|---|---|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
49,252
shares
|
$1.01 Million
0.25% of portfolio
|
Q2 2025
Added 207.27%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
48,903
shares
|
$998,110
0.12% of portfolio
|
Q2 2025
Added 8.53%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
48,199
shares
|
$983,741
0.02% of portfolio
|
Q4 2024
Added 1.85%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
47,436
shares
|
$968,168
0.0% of portfolio
|
Q2 2025
Added 217.6%
|
|
Senator Investment Group LP
New York, NY |
Aug 13, 2025 Q2 2025 |
47,422
shares
|
$967,883
0.04% of portfolio
|
Q2 2025
Reduced 33.41%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
47,267
shares
|
$964,719
0.01% of portfolio
|
Q2 2025
Added 15.31%
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
46,777
shares
|
$954,718
0.01% of portfolio
|
Q2 2025
New holding
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
46,609
shares
|
$951,289
0.0% of portfolio
|
Q2 2025
Added 8.62%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
45,959
shares
|
$938,023
0.07% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Aug 14, 2025 Q2 2025 |
45,279
shares
|
$924,144
0.09% of portfolio
|
Q2 2025
New holding
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
45,179
shares
|
$922,103
0.0% of portfolio
|
Q2 2025
Added 6.82%
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
44,827
shares
|
$914,919
0.0% of portfolio
|
Q2 2025
Reduced 36.45%
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
44,315
shares
|
$904,469
0.01% of portfolio
|
Q2 2025
Added 8.3%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
43,549
shares
|
$888,835
0.01% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
42,373
shares
|
$864,832
0.03% of portfolio
|
Q2 2025
Added 3.58%
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
42,118
shares
|
$859,628
0.01% of portfolio
|
Q2 2025
New holding
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
40,973
shares
|
$836,258
0.0% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
40,599
shares
|
$828,625
0.06% of portfolio
|
Q2 2025
Reduced 19.48%
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
40,500
shares
|
$826,605
0.03% of portfolio
|
Q4 2024
Added 2.22%
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
40,363
shares
|
$823,808
0.0% of portfolio
|
Q2 2025
Added 58.16%
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
39,563
shares
|
$807,480
0.09% of portfolio
|
Q2 2025
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,318
shares
|
$782,070
0.02% of portfolio
|
Q3 2022
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
37,914
shares
|
$773,824
0.06% of portfolio
|
Q2 2025
Added 5.16%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
37,221
shares
|
$759,680
0.1% of portfolio
|
Q2 2025
Added 0.94%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
37,210
shares
|
$759,456
0.0% of portfolio
|
Q2 2025
Added 17.36%
|