BARCLAYS PLC (BCS) — Institutional Holders, Q2 2026 (page 5)
564 institutional investment managers reported a BCS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BCS 13F holders ranked 401–500 of 564
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | RICHARDSON FINANCIAL SERVICES#401 · 3,523 sh | 3,523 | $94.6K | 0.05% | +66.1% |
| 402 | Ares Financial Consulting#402 · 3,183 sh | 3,183 | $85.5K | — | 0.0% |
| 403 | Quantbot Technologies#403 · 3,003 sh | 3,003 | $80.7K | <0.01% | -87.0% |
| 404 | True Wealth Design#404 · 2,901 sh | 2,901 | $77.9K | — | +9.2% |
| 405 | MATHER GROUP#405 · 2,857 sh | 2,857 | $76.7K | — | +31.4% |
| 406 | Cape Investment Advisory#406 · 2,795 sh | 2,795 | $75.1K | — | New |
| 407 | EDMOND DE ROTHSCHILD HOLDING S.A.#407 · 2,700 sh | 2,700 | $72.5K | <0.01% | 0.0% |
| 408 | Dogwood Wealth Management#408 · 2,607 sh | 2,607 | $70.0K | 0.03% | +3.9% |
| 409 | Activest Wealth Management#409 · 2,495 sh | 2,495 | $67.0K | — | 0.0% |
| 410 | Bayforest Capital Ltd#410 · 2,446 sh | 2,446 | $65.7K | 0.06% | -44.5% |
| 411 | Rosenberg Matthew Hamilton#411 · 2,410 sh | 2,410 | $64.7K | — | +57.1% |
| 412 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#412 · 2,284 sh | 2,284 | $61.3K | <0.01% | 0.0% |
| 413 | UMB Bank, n.a.#413 · 2,186 sh | 2,186 | $58.7K | <0.01% | 0.0% |
| 414 | James T. Borello RIA#414 · 2,176 sh | 2,176 | $58.4K | — | 0.0% |
| 415 | WPG Advisers#415 · 2,176 sh | 2,176 | $58.4K | 0.03% | +61.9% |
| 416 | Bruce G. Allen Investments#416 · 2,068 sh | 2,068 | $55.5K | 0.04% | 0.0% |
| 417 | Salomon & Ludwin#417 · 2,012 sh | 2,012 | $54.9K | <0.01% | +46.3% |
| 418 | Harel Insurance Investments & Financial Services Ltd.#418 · 2,000 sh | 2,000 | $54.0K | <0.01% | 0.0% |
| 419 | SJS Investment Consulting#419 · 1,948 sh | 1,948 | $52.3K | — | +61.3% |
| 420 | BESSEMER GROUP#420 · 1,789 sh | 1,789 | $47.0K | <0.01% | 0.0% |
| 421 | JFS WEALTH ADVISORS#421 · 1,680 sh | 1,680 | $45.1K | <0.01% | 0.0% |
| 422 | First Pacific Financial#422 · 1,670 sh | 1,670 | $44.9K | — | -3.2% |
| 423 | Smithfield#423 · 1,640 sh | 1,640 | $44.0K | <0.01% | 0.0% |
| 424 | FIRST HORIZON NATIONAL#424 · 1,591 sh | 1,591 | $42.7K | — | -31.5% |
| 425 | Larson Financial Group#425 · 1,545 sh | 1,545 | $41.5K | <0.01% | +30.2% |
| 426 | Robinswood Financial#426 · 1,458 sh | 1,458 | $39.2K | — | New |
| 427 | Advocate Investing Services#427 · 1,300 sh | 1,300 | $34.9K | — | 0.0% |
| 428 | COMPASS FINANCIAL MANAGEMENT#428 · 1,288 sh | 1,288 | $34.6K | <0.01% | — |
| 429 | HIGHLINE WEALTH PARTNERS#429 · 1,238 sh | 1,238 | $33.3K | — | -1.6% |
| 430 | United Financial Planning Group#430 · 1,232 sh | 1,232 | $33.1K | 0.02% | New |
| 431 | Bell Investment Advisors#431 · 1,226 sh | 1,226 | $32.9K | <0.01% | +37.4% |
| 432 | THURSTON, SPRINGER, MILLER, HERD & TITAK#432 · 1,200 sh | 1,200 | $32.2K | — | 0.0% |
| 433 | Fairscale Capital#433 · 1,181 sh | 1,181 | $31.7K | 0.02% | 0.0% |
| 434 | HHM Wealth Advisors#434 · 1,084 sh | 1,084 | $29.1K | <0.01% | +74.3% |
| 435 | ACTION POINT FINANCIAL PLANNING#435 · 1,069 sh | 1,069 | $28.7K | <0.01% | New |
| 436 | Commonwealth Retirement Investments#436 · 1,010 sh | 1,010 | $27.1K | — | New |
| 437 | Cassaday & Wealth Management#437 · 934 sh | 934 | $25.1K | — | +4815.8% |
| 438 | Strategic Wealth Partners, Ltd.#438 · 914 sh | 914 | $24.6K | <0.01% | +447.3% |
| 439 | Whipplewood Advisors#439 · 914 sh | 914 | $24.6K | — | -78.5% |
| 440 | SHP Wealth Management#440 · 892 sh | 892 | $24.0K | <0.01% | 0.0% |
| 441 | Triumph Capital Management#441 · 877 sh | 877 | $23.6K | — | -2.1% |
| 442 | Synergy Investment Management#442 · 801 sh | 801 | $20.9K | <0.01% | New |
| 443 | Abound Wealth Management#443 · 756 sh | 756 | $20.3K | — | 0.0% |
| 444 | Kilter Group#444 · 754 sh | 754 | $20.3K | <0.01% | +141.7% |
| 445 | IFG Advisory#445 · 745 sh | 745 | $20.0K | <0.01% | New |
| 446 | Signature Equity Partners#446 · 738 sh | 738 | $19.8K | <0.01% | +49.7% |
| 447 | Golden State Wealth Management#447 · 736 sh | 736 | $19.8K | <0.01% | 0.0% |
| 448 | VISION FINANCIAL MARKETS#448 · 715 sh | 715 | $19.5K | — | 0.0% |
| 449 | TFC Financial Management#449 · 725 sh | 725 | $19.5K | — | 0.0% |
| 450 | Crewe Advisors#450 · 722 sh | 722 | $19.4K | <0.01% | +1.1% |
| 451 | WealthCollab#451 · 668 sh | 668 | $17.9K | <0.01% | 0.0% |
| 452 | Acumen Wealth Advisors#452 · 667 sh | 667 | $17.9K | <0.01% | -2.9% |
| 453 | ORG Wealth Partners#453 · 664 sh | 664 | $17.8K | <0.01% | 0.0% |
| 454 | TrueNorth#454 · 653 sh | 653 | $17.5K | <0.01% | +391.0% |
| 455 | Basepoint Wealth#455 · 649 sh | 649 | $17.4K | 0.01% | +48.9% |
| 456 | Silver Grove Financial Group#456 · 634 sh | 634 | $17.0K | <0.01% | New |
| 457 | GW&K Investment Management#457 · 635 sh | 635 | $17.0K | <0.01% | 0.0% |
| 458 | CENTRAL#458 · 621 sh | 621 | $16.7K | <0.01% | -27.5% |
| 459 | FINANCIAL CONSULATE#459 · 610 sh | 610 | $16.4K | — | -20.6% |
| 460 | Fairman Group#460 · 600 sh | 600 | $16.1K | — | 0.0% |
| 461 | Cornerstone Planning Group#461 · 572 sh | 572 | $16.1K | — | -6.2% |
| 462 | Bare Financial Services#462 · 596 sh | 596 | $16.0K | <0.01% | +42.2% |
| 463 | Retirement Wealth Solutions#463 · 567 sh | 567 | $15.2K | — | +1.1% |
| 464 | RAFFA WEALTH MANAGEMENT#464 · 537 sh | 537 | $14.4K | <0.01% | +11.0% |
| 465 | AMERIFLEX GROUP#465 · 514 sh | 514 | $13.8K | <0.01% | New |
| 466 | Turim 21 Investimentos Ltda.#466 · 472 sh | 472 | $12.7K | <0.01% | 0.0% |
| 467 | WELLINGTON-ALTUS USA#467 · 594 sh | 594 | $12.6K | <0.01% | 0.0% |
| 468 | ZRC WEALTH MANAGEMENT#468 · 451 sh | 451 | $12.1K | — | New |
| 469 | Rossby Financial, LCC#469 · 437 sh | 437 | $11.7K | <0.01% | -11.4% |
| 470 | Bravera Wealth#470 · 427 sh | 427 | $11.5K | <0.01% | 0.0% |
| 471 | CREATIVE FINANCIAL DESIGNS#471 · 408 sh | 408 | $11.0K | <0.01% | -57.5% |
| 472 | DecisionPoint Financial#472 · 400 sh | 400 | $10.9K | — | 0.0% |
| 473 | Morse Asset Management#473 · 400 sh | 400 | $10.7K | <0.01% | 0.0% |
| 474 | Cornerstone Financial Management#474 · 395 sh | 395 | $10.6K | <0.01% | +154.8% |
| 475 | AdvisorNet Financial#475 · 391 sh | 391 | $10.5K | — | 0.0% |
| 476 | Pinnacle Bancorp#476 · 390 sh | 390 | $10.5K | — | New |
| 477 | Kozak & Associates#477 · 381 sh | 381 | $10.4K | <0.01% | 0.0% |
| 478 | ALBION FINANCIAL GROUP#478 · 385 sh | 385 | $10.3K | — | 0.0% |
| 479 | MANNING & NAPIER ADVISORS#479 · 384 sh | 384 | $10.3K | <0.01% | -16.7% |
| 480 | BOK Financial Private Wealth#480 · 383 sh | 383 | $10.3K | <0.01% | New |
| 481 | Ancora Advisors#481 · 351 sh | 351 | $9.4K | <0.01% | -69.4% |
| 482 | Union Bankshares#482 · 346 sh | 346 | $9.3K | <0.01% | 0.0% |
| 483 | Benson Wealth Management#483 · 334 sh | 334 | $9.0K | <0.01% | 0.0% |
| 484 | NISA INVESTMENT ADVISORS#484 · 330 sh | 330 | $8.9K | — | New |
| 485 | Arlington#485 · 312 sh | 312 | $8.4K | — | 0.0% |
| 486 | Wiser Advisor Group#486 · 302 sh | 302 | $8.1K | <0.01% | 0.0% |
| 487 | JPL Wealth Management#487 · 300 sh | 300 | $8.1K | <0.01% | +38.9% |
| 488 | SUMMIT SECURITIES GROUP#488 · 300 sh | 300 | $8.1K | <0.01% | 0.0% |
| 489 | CoreCap Advisors#489 · 291 sh | 291 | $7.8K | — | -38.7% |
| 490 | Burk#490 · 287 sh | 287 | $7.7K | <0.01% | 0.0% |
| 491 | Principia Wealth Advisory#491 · 285 sh | 285 | $7.7K | <0.01% | +25.6% |
| 492 | Winch Advisory Services#492 · 269 sh | 269 | $7.2K | <0.01% | New |
| 493 | Nemes Rush Group#493 · 263 sh | 263 | $7.1K | <0.01% | 0.0% |
| 494 | KELLEHER FINANCIAL ADVISORS#494 · 257 sh | 257 | $6.9K | <0.01% | New |
| 495 | Johnson Financial Group#495 · 255 sh | 255 | $6.8K | <0.01% | 0.0% |
| 496 | HORIZON FINANCIAL SERVICES#496 · 253 sh | 253 | $6.8K | <0.01% | New |
| 497 | Nova Wealth Management#497 · 253 sh | 253 | $6.8K | <0.01% | New |
| 498 | BROWN, LISLE/CUMMINGS#498 · 249 sh | 249 | $6.7K | — | -28.0% |
| 499 | Bogart Wealth#499 · 249 sh | 249 | $6.7K | <0.01% | +15.8% |
| 500 | Creative Capital Management Investments#500 · 249 sh | 249 | $6.7K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.