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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
24,082
shares
|
$102,107
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,896
shares
|
$101,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
23,683
shares
|
$100,415
0.01% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
23,651
shares
|
$100,280
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
23,586
shares
|
$100,004
0.0% of portfolio
|
Q1 2025
Added 30.67%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
23,163
shares
|
$98,211
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
23,083
shares
|
$97,871
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
21,345
shares
|
$90,502
0.01% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
21,195
shares
|
$89,866
0.03% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
21,006
shares
|
$89,065
0.01% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
20,964
shares
|
$88,887
0.01% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
20,933
shares
|
$88,755
0.01% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
20,900
shares
|
$88,616
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
20,775
shares
|
$88,086
0.0% of portfolio
|
Q4 2023
Added 9.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,690
shares
|
$87,725
0.0% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
20,402
shares
|
$86,504
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
20,359
shares
|
$86,322
0.01% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,228
shares
|
$85,766
0.0% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
20,148
shares
|
$85,427
0.02% of portfolio
|
Q2 2025
Reduced 97.52%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
20,000
shares
|
$84,800
0.07% of portfolio
|
Q2 2020
Reduced 91.03%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
19,632
shares
|
$83,239
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
19,631
shares
|
$83,235
0.0% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,574
shares
|
$82,993
0.0% of portfolio
|
Q1 2025
Added 69.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
19,460
shares
|
$82,510
0.0% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
19,077
shares
|
$80,886
0.0% of portfolio
|
Q1 2025
Added 868.87%
|