Institutional Ownership Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG). We have compiled data on the 489 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
46,801
shares
|
$198,436
0.0% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
46,780
shares
|
$198,347
0.0% of portfolio
|
Q1 2025
Added 41.81%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
46,406
shares
|
$196,761
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
45,841
shares
|
$194,365
0.05% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
45,675
shares
|
$193,662
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
45,390
shares
|
$192,453
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
45,390
shares
|
$192,453
0.07% of portfolio
|
Q1 2025
Added 94.67%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
44,627
shares
|
$189,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
44,339
shares
|
$187,997
0.0% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
44,243
shares
|
$187,590
0.0% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
44,185
shares
|
$187,344
0.03% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
May 14, 2025 Q1 2025 |
43,098
shares
|
$182,735
0.09% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
42,122
shares
|
$178,597
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
42,000
shares
|
$178,080
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
41,924
shares
|
$177,757
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
41,494
shares
|
$175,934
0.02% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
41,119
shares
|
$174,344
0.06% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
40,459
shares
|
$171,546
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
40,415
shares
|
$171,359
0.08% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
40,077
shares
|
$169,926
0.01% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
39,687
shares
|
$168,272
0.02% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
38,466
shares
|
$163,095
0.04% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
38,410
shares
|
$162,858
0.08% of portfolio
|
Q1 2025
Added 81.97%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,244
shares
|
$162,154
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
37,932
shares
|
$160,831
0.1% of portfolio
|
Q2 2025
Reduced 31.38%
|