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Who Owns Barclays PLC

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Barclays PLC.

Who crossed 5% of BCS →
Managers holding
20
as of 2026-09-30
Reported value
$39.1M
summed across filings
Shares held
1.6M
Added vs trimmed
9 / 5
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.2M shadded$29.1M
Gradient Investments LLCADR225.8K shtrimmed$5.5M
Legacy Wealth Asset Management, LLCADR40.9K shtrimmed$991.9K
Farther Finance Advisors, LLCADR33.5K shadded$813.1K
GAMMA Investing LLCADR24.7K shadded$599.7K
Paladin Partners, LLCADR19.6K shadded$475.9K
Valeo Financial Advisors, LLCADR16.5K shadded$399.9K
RIVERSEDGE ADVISORS, LLCADR15.9K shadded$385.9K
Wedmont Private CapitalADR11K shadded$253.1K
ATWOOD & PALMER INCCOM6.2K shadded$149.6K
Grove Bank & TrustADR6.1K shadded$148.5K
GK Wealth Management LLCADR5.1K shtrimmed$124.5K
Bank of New HampshireADR3.9K shheld$94.1K
Rosenberg Matthew HamiltonADR2.4K shheld$58.5K
Retirement Wealth Solutions LLCADR544 shtrimmed$13.2K
ELEVATION WEALTH PARTNERS, LLCADR451 shheld$10.9K
CoreCap Advisors, LLCADR273 shtrimmed$6.6K
ARMSTRONG ADVISORY GROUP, INCADR104 shheld$2.5K
GILPIN WEALTH MANAGEMENT, LLCADR89 sh—$2.2K
Trust CoADR25 shheld$607

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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