BARCLAYS PLC (BCS) — Institutional Holders, Q2 2026 (page 6)

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 501 to 564. 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 501–564 of 564

Institutional investors reporting a position in BARCLAYS PLC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
American Capital Advisory#501 · 228 sh$6.1K-14.6%
Park Square Financial Group#502 · 228 sh$6.1K+9.1%
Buck Wealth Strategies#503 · 221 sh$5.9KNew
Financial Management Professionals#504 · 210 sh$5.6KNew
North Star Investment Management#505 · 207 sh$5.6K0.0%
Atlantic Edge Private Wealth Management#506 · 200 sh$5.4K0.0%
NBC SECURITIES#507 · 198 sh$5.3K-12.8%
Institute for Wealth Management#508 · 191 sh$5.1KNew
Physician Wealth Advisors#509 · 190 sh$5.1K-22.1%
MV CAPITAL MANAGEMENT#510 · 189 sh$5.1KNew
Park Place Capital#511 · 188 sh$5.0K0.0%
FEDERATED HERMES#512 · 185 sh$5.0K-14.0%
CULLEN/FROST BANKERS#513 · 183 sh$4.9K+1.1%
NFJ INVESTMENT GROUP#514 · 183 sh$4.9K-5.7%
N.E.W. Advisory Services#515 · 182 sh$4.9KNew
TD Capital Management#516 · 163 sh$4.4K+1.2%
Independence Bank of Kentucky#517 · 160 sh$4.3K0.0%
Markowski Investments#518 · 159 sh$4.3K—
Dunhill Financial#519 · 153 sh$4.1K0.0%
Allied Private Wealth#520 · 149 sh$4.0K—
JNBA Financial Advisors#521 · 145 sh$3.9K0.0%
Plante Moran Financial Advisors#522 · 144 sh$3.9KNew
Decker Retirement Planning#523 · 139 sh$3.7K+3.0%
TOUNJIAN ADVISORY PARTNERS#524 · 132 sh$3.5KNew
Glen Eagle Advisors#525 · 129 sh$3.5KNew
MOTCO#526 · 126 sh$3.4KNew
Geneos Wealth Management#527 · 126 sh$3.4K0.0%
SITTNER & NELSON#528 · 123 sh$3.3KNew
Quent Capital#529 · 122 sh$3.3KNew
LRI Investments#530 · 120 sh$3.2K+64.4%
Halbert, Hargrove/Russell#531 · 118 sh$3.2KNew
Avion Wealth#532 · 112 sh$3.0K0.0%
HighMark Wealth Management#533 · 110 sh$3.0K-43.0%
GHP Investment Advisors#534 · 107 sh$2.9K0.0%
FWL INVESTMENT MANAGEMENT#535 · 106 sh$2.8KNew
ARMSTRONG ADVISORY GROUP#536 · 104 sh$2.8K0.0%
GILL CAPITAL PARTNERS#537 · 100 sh$2.7K+100.0%
Ankerstar Wealth#538 · 94 sh$2.5K0.0%
Downshift Financial#539 · 86 sh$2.3KNew
Private Wealth Asset Management#540 · 85 sh$2.3K0.0%
SOUTHERN MICHIGAN BANK &amp#541 · 78 sh$2.1K0.0%
Caldwell#542 · 74 sh$2.0KNew
MidFirst Bank#543 · 66 sh$1.8K0.0%
Noble Wealth Management PBC#544 · 65 sh$1.7KNew
Godfrey Financial Associates#545 · 64 sh$1.7K0.0%
Rakuten Securities#546 · 62 sh$1.7K0.0%
Highland Investment Advisors#547 · 60 sh$1.6K—
Asset Dedication#548 · 55 sh$1.5K+61.8%
Breakwater Investment Management#549 · 49 sh$1.3KNew
MARSHALL INVESTMENT MANAGEMENT#550 · 47 sh$1.3KNew
CX Institutional#551 · 54 sh$1.0K+1.9%
Trifecta Capital Advisors#552 · 36 sh$967.00New
Essential Partners#553 · 36 sh$967.000.0%
BAYBAN#554 · 31 sh$833.000.0%
Monetary Solutions, Ltd#555 · 30 sh$806.00New
Elevated Capital Advisors#556 · 29 sh$779.000.0%
Trust Co#557 · 25 sh$672.000.0%
Financial Network Wealth Advisors#558 · 25 sh$672.00New
Stone House Investment Management#559 · 21 sh$564.00New
Mosley Wealth Management#560 · 15 sh$403.00New
MCF Advisors#561 · 10 sh$269.000.0%
Financial Gravity Companies, (FGCO)#562 · 1 sh$27.00—
High Note Wealth#563 · 1 sh$27.000.0%
Elequin Securities#564 · 124 sh—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.