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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
421,123
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
421,022
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
420,060
shares
|
$1.78 Million
0.07% of portfolio
|
Q1 2025
Added 59.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
400,416
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 82.67%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
384,367
shares
|
$1.63 Million
0.65% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
360,018
shares
|
$1.53 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
355,854
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.61%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
310,881
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
307,348
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2025
Added 205.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
300,255
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
293,537
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
289,766
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
288,773
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
279,315
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.61%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
267,995
shares
|
$1.14 Million
0.9% of portfolio
|
Q1 2025
Reduced 24.83%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
265,150
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2022
Added 2.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
263,246
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 124.09%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
256,198
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 20.36%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
254,955
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
249,040
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2023
Added 1.53%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
244,962
shares
|
$1.04 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
233,057
shares
|
$988,161
0.06% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
225,365
shares
|
$955,547
0.1% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
220,620
shares
|
$935,428
0.08% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
211,208
shares
|
$895,521
0.03% of portfolio
|
Q4 2024
Reduced 4.39%
|