Barclays is a serious financial institution offering quite a lot of monetary services all through the UK in addition to Europe, North and South America, Africa, the Asia Pacific area, and the Center East. Along with retail banking, the corporate provides funding banking and wealth administration together with funding companies. It’s primarily based in London.
The inventory has attracted many massive institutional traders, lots of which provide monetary companies themselves. This inter-connectedness of the monetary companies business demonstrates how a lot affect one firm has over different corporations in the identical house.
Let’s take a look at a few of Barclays’ largest shareholders. All share figures are present as of June 30, 2022.
Key Takeaways
- Barclays is a serious financial institution offering quite a lot of monetary services all through the world.
- Along with retail banking, the corporate provides funding banking and wealth administration together with funding companies.
- The inventory has attracted many massive institutional traders, lots of which provide monetary companies themselves.
Dimensional Fund Advisors
Dimensional Fund Advisors is Barclays’ largest shareholder. It owned 15,723,992 shares, representing a worth of $135 million. Dimensional was based in 1981 and is a personal funding agency primarily based in Austin, Texas. The agency has greater than 1,400 staff in 14 workplaces world wide as of Aug. 15, 2022. The agency has $575 billion in property beneath administration (AUM), as of Jun. 30, 2022. Purchasers vary from institutional to particular person traders. Funding choices embrace mutual funds, retirement plans, and school financial savings plans.
Dimensional has positions in lots of massive firms. Its largest holdings embrace Apple, Microsoft, and AT&T, with its largest weighting within the financials, expertise, and shopper cyclical sectors.
Eagle Capital Administration
Eagle Capital Administration is an asset administration agency primarily based in New York Metropolis. The corporate has a long-term funding philosophy it has been making use of for greater than 25 years. Its signature Eagle Fairness portfolio was created in 1988 and has been managed utilizing the identical funding philosophy. Based on the corporate’s web site, the portfolio usually invests in massive cap shares with a low turnover, long-term funding time horizon.
Eagle Capital owns 13,349,561 Barclays shares, valued at greater than $101 million. The agency additionally has positions in Microsoft, Alphabet, and Berkshire Hathaway.
Deutsche Financial institution
The Frankfurt, Germany-based funding financial institution can also be a monetary companies agency. It presently has operations in nearly 60 totally different nations, primarily in Europe, the Americas, and Asia. The corporate employs greater than 91,000 individuals. Deutsche Financial institution provides funding banking, company banking, asset administration, personal banking, and industrial banking to company, institutional, high-net-worth, and particular person traders.
The financial institution was listed as proudly owning 6,243,783 shares of Barclays, valued at over $47 million.
Northern Belief Corp.
It is a monetary companies agency primarily based in Chicago that gives funding companies to firms, high-net-worth people, and institutional traders. As of June 30, 2019, the agency had $1.2 trillion in property beneath administration, with a presence in additional than 20 nations world wide and greater than 18,000 staff on the payroll.
Northern Belief owned 5,995,832 shares of Barclays. The holdings are price greater than $45 million {dollars}.
Northern Belief is among the largest banks in the USA.
Parametric Portfolio Associates
Parametric Portfolio has $246 billion in property beneath administration for wealth administration and institutional shoppers. The agency’s managers have a median of 13 years of business expertise.
It owns 4,769,079 shares of Barclays. The worth of this funding is roughly $36 million. Parametric’s high three holdings are Microsoft, Amazon, and iShares Exponential Know-how ETF, and it’s closely invested in expertise, shopper cyclicals, and healthcare.
Causeway Capital Administration
Causeway Capital was based in 2001. This world fairness administration agency has $52 billion in property beneath administration and greater than 100 staff together with 36 funding professionals. The agency focuses on worth by elementary analysis, in addition to quantitative analysis with a concentrate on multi-factor alpha and threat administration.
Causeway’s stake in Barclays is price greater than $35 million price of Barclays inventory. This totals 4,657,353 shares.
T. Rowe Worth Associates
This world asset administration agency has shoppers in 49 totally different nations with $1.13 trillion in property beneath administration. The agency provides funds, advisory companies, retirement plans, and account administration companies for quite a lot of shoppers together with institutional and particular person traders. The agency owns 3,841,137 shares of Barclays, price over $29 million.
The Backside Line
Barclays Financial institution is an investor, and it, in flip, attracts traders who signify different traders. A take a look at the highest shareholders on this financial institution reveals that the majority of the wealth generated by Barclays is earning money for funding corporations and their shoppers. As you may see, the highest seven shareholders are all institutional traders.
In the course of the monetary disaster of 2008, many individuals had been shocked on the domino impact of 1 financial institution failing and inflicting different establishments to endure. An in-depth take a look at the highest traders in Barclays reveals the interconnectedness of the funding business.