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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
10,088
shares
|
$42,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,069
shares
|
$42,692
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
10,067
shares
|
$42,684
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,052
shares
|
$42,620
0.0% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
10,029
shares
|
$42,522
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
10,007
shares
|
$42,429
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
10,000
shares
|
$42,400
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,952
shares
|
$42,196
0.0% of portfolio
|
Q2 2025
Added 10836.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
8,938
shares
|
$37,897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
8,544
shares
|
$36,226
0.0% of portfolio
|
Q1 2025
Added 140.13%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
8,283
shares
|
$35,119
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,301
shares
|
$30,956
0.0% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
7,000
shares
|
$29,680
0.0% of portfolio
|
Q4 2024
Reduced 65.0%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
6,787
shares
|
$28,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
6,261
shares
|
$26,546
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
6,094
shares
|
$25,838
0.0% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
6,005
shares
|
$25,461
0.0% of portfolio
|
Q1 2025
Reduced 45.1%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
5,929
shares
|
$25,138
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
5,630
shares
|
$23,871
0.0% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
5,000
shares
|
$21,200
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,946
shares
|
$20,971
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,871
shares
|
$20,653
0.0% of portfolio
|
Q1 2025
Added 32.54%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
4,825
shares
|
$20,458
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,342
shares
|
$18,410
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
4,100
shares
|
$17,384
0.0% of portfolio
|
Q1 2025
Reduced 57.29%
|