Stock
Reported value
$667.9M
Holders
19
+1 new · −0 exited
Holders’ est. mark
$268.8M
Price effect on 10 books still in the name
Largest holder
$519.5M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 6.87M | $519.5M | $221M | Added$305.6M |
| DANSKE BANK A/S | 1.11M | $83.7M | $42.5M | Added$35.8M |
| Swiss Life Asset Management Ltd | 698.4K | $52.8M | $2.51M | Added$50.4M |
| Leonteq Securities AG | 36K | $2.72M | $1.18M | Added$1.58M |
| Revere Asset Management, Inc | 35.8K | $2.71M | — | New |
| SHERMAN PORFOLIOS, LLC | 18.4K | $1.39M | — | Held |
| Peak Planning Group, LLC | 15.8K | $1.2M | $598.8K | Added$896K |
| Marex Group plc | 10.8K | $813.8K | $413.5K | Added$338.7K |
| Millennium Capital Advisors, LLC | 10K | $757.1K | $295.3K | Added$471.2K |
| Severin Investments, LLC | 9.87K | $746.4K | — | Held |
| Stark Wealth Management LLC | 8.88K | $671.7K | — | Held |
| Cornerstone National Bank & Trust Co | 6.11K | $461.8K | $203.7K | Added$264.6K |
| Medallion Wealth Advisors, LLC | 1.85K | $140.3K | — | Held |
| Evelyn Partners Investment Management Services Ltd | 790 | $59.7K | — | Held |
| Prestige Wealth Management Group LLC | 737 | $55.7K | $28.3K | Added$28.3K |
| Catherine Avery Investment Management LLC | 575 | $43.5K | — | Held |
| Aventura Private Wealth, LLC | 448 | $33.9K | — | Held |
| Clark Wealth Partners | 236 | $17.8K | — | Held |
| CHESAPEAKE ASSET MANAGEMENT LLC | 72 | $5.45K | $2.11K | Added$3.4K |
Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.