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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
37,280
shares
|
$158,067
0.02% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
36,068
shares
|
$152,928
0.01% of portfolio
|
Q1 2025
Added 176.43%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
35,695
shares
|
$151,346
0.03% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
35,657
shares
|
$151,185
0.02% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
35,457
shares
|
$150,337
0.04% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
35,263
shares
|
$149,515
0.08% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
35,208
shares
|
$149,281
0.04% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
35,043
shares
|
$148,582
0.0% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
34,877
shares
|
$147,878
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
34,326
shares
|
$145,542
0.05% of portfolio
|
Q1 2024
Reduced 17.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
33,772
shares
|
$143,193
0.0% of portfolio
|
Q1 2025
Reduced 46.52%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
33,093
shares
|
$140,314
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
33,070
shares
|
$140,216
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
32,276
shares
|
$136,850
0.1% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
31,907
shares
|
$135,285
0.01% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
31,495
shares
|
$133,538
0.01% of portfolio
|
Q1 2025
Added 48.3%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
31,454
shares
|
$133,364
0.07% of portfolio
|
Q1 2025
Added 41.37%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
30,428
shares
|
$129,014
0.01% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
30,372
shares
|
$128,777
0.04% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
30,277
shares
|
$128,374
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
30,235
shares
|
$128,196
0.02% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
29,862
shares
|
$126,614
0.04% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
29,794
shares
|
$126,326
0.0% of portfolio
|
Q1 2025
Added 45.35%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
29,692
shares
|
$125,894
0.01% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
29,345
shares
|
$124,422
0.0% of portfolio
|
Q1 2025
Added 13.78%
|