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 533 institutions that hold shares in the stock, with a total of 635 Million shares, which have been reported (via 13F filing form) to have a value of $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
467,420
shares
|
$2.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
463,016
shares
|
$2.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
461,001
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
435,473
shares
|
$2.05 Million
0.3% of portfolio
|
Q1 2025
Reduced 57.02%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
429,735
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
408,812
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
401,704
shares
|
$1.89 Million
0.67% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
400,416
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 82.67%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Aug 08, 2025 Q2 2025 |
397,446
shares
|
$1.87 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Symmetry Investments LP
|
Aug 14, 2025 Q2 2025 |
389,900
shares
|
$1.84 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
388,170
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
386,581
shares
|
$1.82 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
386,100
shares
|
$1.82 Million
1.34% of portfolio
|
Q2 2025
Added 44.07%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
379,011
shares
|
$1.79 Million
0.2% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
376,912
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.62%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
349,024
shares
|
$1.64 Million
0.06% of portfolio
|
Q2 2025
Added 94.25%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
341,760
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.21%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
335,925
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.09%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
327,340
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
312,492
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
306,837
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
303,742
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
279,315
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.61%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
265,150
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2022
Added 2.65%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
254,052
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Added 258.04%
|