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 |
|---|---|---|---|---|---|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
2,054,398
shares
|
$65 Million
5.76% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Straightline Group LLC
Troy, MI |
Nov 06, 2025 Q3 2025 |
1,013,563
shares
|
$32 Million
18.92% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
836,621
shares
|
$26.5 Million
10.89% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
532,102
shares
|
$16.8 Million
1.01% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
514,499
shares
|
$16.3 Million
0.27% of portfolio
|
Q3 2025
Added 45.78%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
363,525
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
252,174
shares
|
$7.97 Million
2.95% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
225,976
shares
|
$7.15 Million
2.74% of portfolio
|
Q3 2025
Added 1227.55%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
157,490
shares
|
$4.98 Million
3.99% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
119,515
shares
|
$3.78 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
110,791
shares
|
$3.5 Million
0.23% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
110,572
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.82%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
105,384
shares
|
$3.33 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
101,625
shares
|
$3.21 Million
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
88,716
shares
|
$2.81 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2025 Q3 2025 |
83,690
shares
|
$2.65 Million
1.15% of portfolio
|
Q3 2025
Reduced 13.66%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
79,139
shares
|
$2.5 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
33,597
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
28,870
shares
|
$912,869
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
27,641
shares
|
$874,008
0.0% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
24,119
shares
|
$762,642
0.34% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
23,491
shares
|
$742,785
0.02% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
20,050
shares
|
$633,981
0.04% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
18,743
shares
|
$592,653
0.0% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
17,321
shares
|
$547,690
0.05% of portfolio
|
Q3 2025
New holding
|
|