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 |
|---|---|---|---|---|---|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,339
shares
|
$52,317
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
12,058
shares
|
$51,125
0.03% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
12,000
shares
|
$50,880
0.01% of portfolio
|
Q4 2023
Reduced 52.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,978
shares
|
$50,786
0.0% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
11,835
shares
|
$50,180
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
11,830
shares
|
$50,159
0.0% of portfolio
|
Q1 2025
Added 61.26%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
11,812
shares
|
$50,082
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,805
shares
|
$50,053
0.0% of portfolio
|
Q3 2021
Added 16.67%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
11,770
shares
|
$49,904
0.0% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
11,766
shares
|
$49,887
0.0% of portfolio
|
Q2 2025
Added 44.9%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
11,724
shares
|
$49,709
0.0% of portfolio
|
Q1 2025
Added 4846.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,459
shares
|
$48,586
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,358
shares
|
$48,157
0.0% of portfolio
|
Q2 2020
Reduced 99.44%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,334
shares
|
$48,056
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
10,874
shares
|
$46,105
0.02% of portfolio
|
Q3 2024
Reduced 63.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
10,836
shares
|
$45,944
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
10,824
shares
|
$45,893
0.0% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,694
shares
|
$45,342
0.02% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
10,430
shares
|
$44,223
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
10,416
shares
|
$44,163
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,334
shares
|
$43,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
10,317
shares
|
$43,744
0.0% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
10,298
shares
|
$43,663
0.0% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
10,194
shares
|
$43,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
10,182
shares
|
$43,171
0.02% of portfolio
|
Q4 2024
New holding
|