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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
15,005
shares
|
$63,621
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,000
shares
|
$63,600
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
14,840
shares
|
$62,921
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
14,840
shares
|
$62,921
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
14,839
shares
|
$62,917
0.0% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
14,699
shares
|
$62,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
14,660
shares
|
$62,158
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
14,405
shares
|
$61,077
0.01% of portfolio
|
Q2 2025
Added 28.11%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
14,392
shares
|
$61,022
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
14,214
shares
|
$60,267
0.02% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,144
shares
|
$59,970
0.0% of portfolio
|
Q1 2025
Added 37.37%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
13,883
shares
|
$58,863
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,872
shares
|
$58,817
0.0% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
13,581
shares
|
$57,583
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
13,470
shares
|
$57,112
0.01% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
13,297
shares
|
$56,379
0.02% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
13,261
shares
|
$56,226
0.0% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
13,188
shares
|
$55,917
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
13,040
shares
|
$55,289
0.03% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
13,039
shares
|
$55,285
0.01% of portfolio
|
Q2 2023
Added 30.39%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
13,000
shares
|
$55,120
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
12,966
shares
|
$54,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
12,949
shares
|
$54,903
0.0% of portfolio
|
Q1 2025
Added 2.07%
|