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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
121,364
shares
|
$514,583
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
120,360
shares
|
$510,326
0.03% of portfolio
|
Q1 2025
Added 73.8%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
115,527
shares
|
$489,834
0.02% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
115,016
shares
|
$487,667
0.0% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
114,694
shares
|
$486,302
0.01% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
111,494
shares
|
$472,734
0.0% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
109,796
shares
|
$465,535
0.0% of portfolio
|
Q1 2025
Reduced 35.97%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
109,587
shares
|
$464,648
0.06% of portfolio
|
Q1 2025
Added 50.06%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
106,330
shares
|
$450,839
0.0% of portfolio
|
Q4 2022
Reduced 17.71%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
103,316
shares
|
$438,059
0.06% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
102,850
shares
|
$436,084
0.27% of portfolio
|
Q1 2025
Added 66.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
100,950
shares
|
$428,028
0.0% of portfolio
|
Q1 2025
Added 125.42%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
98,975
shares
|
$419,654
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
98,957
shares
|
$419,577
0.0% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
97,075
shares
|
$411,598
0.24% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
94,353
shares
|
$400,056
0.03% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
91,815
shares
|
$389,295
0.0% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
90,605
shares
|
$384,165
0.07% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
90,419
shares
|
$383,376
0.01% of portfolio
|
Q1 2025
Reduced 32.22%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
89,547
shares
|
$379,679
0.18% of portfolio
|
Q1 2025
Added 20.75%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
87,708
shares
|
$371,881
0.01% of portfolio
|
Q2 2025
Added 50.59%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
87,502
shares
|
$371,008
0.01% of portfolio
|
Q1 2025
Added 194.1%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
86,401
shares
|
$366,340
0.01% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
86,164
shares
|
$365,335
0.02% of portfolio
|
Q1 2025
Reduced 23.28%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
85,517
shares
|
$362,592
0.07% of portfolio
|
Q1 2025
New holding
|