BCS — Barclays PLC Institutional Holders · Q3 2026

Name: Who Owns BCS? 27 Institutions Hold $39.9M (Q3 2026)
Creator: ko.io

Who owns Barclays PLC (BCS)? 27 institutions reported holding $39.88M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($29.1M), Gradient Investments LLC ($5.5M), Legacy Wealth Asset Management, LLC ($991,891).

Rank	Institution	Value	Shares	Change
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$29.1M	1.2M	Added
2	Gradient Investments LLC	$5.5M	225,795	Trimmed
3	Legacy Wealth Asset Management, LLC	$991,891	40,869	Trimmed
4	Farther Finance Advisors, LLC	$813,134	33,504	Added
5	Versant Capital Management, Inc	$699,146	28,807	Added
6	GAMMA Investing LLC	$599,736	24,711	Added
7	Paladin Partners, LLC	$475,869	19,607	Added
8	Valeo Financial Advisors, LLC	$399,860	16,475	Added
9	RIVERSEDGE ADVISORS, LLC	$385,869	15,899	Added
10	Wedmont Private Capital	$253,050	11,026	Added
11	ATWOOD & PALMER INC	$149,642	6,166	Added
12	Grove Bank & Trust	$148,484	6,118	Added
13	GK Wealth Management LLC	$124,470	5,128	Trimmed
14	Bank of New Hampshire	$94,143	3,879	Hold
15	Rosenberg Matthew Hamilton	$58,491	2,410	Hold
16	Polaris Financial Partners	$38,000	1,560	New
17	Retirement Wealth Solutions LLC	$13,203	544	Trimmed
18	ELEVATION WEALTH PARTNERS, LLC	$10,946	451	Hold
19	CoreCap Advisors, LLC	$6,626	273	Trimmed
20	ARMSTRONG ADVISORY GROUP, INC	$2,525	104	Hold
21	GILPIN WEALTH MANAGEMENT, LLC	$2,161	89	New
22	Planning Strategies Inc.	$2,160	89	New
23	CX Institutional	$1,000	54	Hold
24	Trust Co	$607	25	Hold
25	Noble Wealth Management PBC	$24	1	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30