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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
18,887
shares
|
$80,080
0.02% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
18,673
shares
|
$79,173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
18,621
shares
|
$78,953
0.05% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
18,598
shares
|
$78,855
0.0% of portfolio
|
Q1 2025
Added 58.38%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
18,419
shares
|
$78,096
0.03% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
18,416
shares
|
$78,083
0.0% of portfolio
|
Q1 2025
Added 23.53%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
17,955
shares
|
$76,129
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
17,711
shares
|
$75,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
17,260
shares
|
$73,182
0.0% of portfolio
|
Q1 2025
Reduced 32.11%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
16,753
shares
|
$71,032
0.0% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
16,647
shares
|
$70,583
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
16,464
shares
|
$69,807
0.02% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
16,415
shares
|
$69,599
0.02% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,352
shares
|
$69,332
0.0% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
16,165
shares
|
$68,539
0.0% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
May 14, 2025 Q1 2025 |
16,063
shares
|
$68,107
0.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
15,988
shares
|
$67,789
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
15,916
shares
|
$67,483
0.03% of portfolio
|
Q1 2025
Reduced 19.95%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
15,438
shares
|
$65,457
0.0% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
15,435
shares
|
$65,444
0.0% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
15,369
shares
|
$65,164
0.0% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
15,206
shares
|
$64,473
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
15,168
shares
|
$64,312
0.01% of portfolio
|
Q1 2025
Added 20.43%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
15,089
shares
|
$63,977
0.0% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,019
shares
|
$63,680
0.0% of portfolio
|
Q2 2025
Reduced 3.65%
|