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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
85,341
shares
|
$361,845
0.03% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
84,725
shares
|
$359,234
0.12% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
81,913
shares
|
$347,311
0.02% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
81,411
shares
|
$345,182
0.0% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
77,176
shares
|
$327,226
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
76,000
shares
|
$322,240
0.03% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
75,664
shares
|
$320,815
0.02% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
75,371
shares
|
$319,573
0.0% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
73,690
shares
|
$312,445
0.04% of portfolio
|
Q1 2025
Reduced 23.15%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
71,964
shares
|
$305,127
0.01% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
71,948
shares
|
$305,059
0.01% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
71,404
shares
|
$302,752
0.02% of portfolio
|
Q2 2025
Added 24.09%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
70,957
shares
|
$300,857
0.02% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
70,812
shares
|
$300,242
0.0% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
68,998
shares
|
$292,551
0.03% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
68,331
shares
|
$289,723
0.02% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
66,987
shares
|
$284,024
0.16% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
65,973
shares
|
$279,725
0.01% of portfolio
|
Q2 2022
Reduced 16.74%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
65,389
shares
|
$277,249
0.01% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
64,566
shares
|
$273,759
0.02% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
64,072
shares
|
$271,665
0.05% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
63,291
shares
|
$268,353
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
63,194
shares
|
$267,942
0.13% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
62,911
shares
|
$266,742
0.15% of portfolio
|
Q1 2025
Added 28.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
61,974
shares
|
$262,769
0.0% of portfolio
|
Q1 2025
Reduced 25.8%
|