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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
60,071
shares
|
$254,701
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
59,945
shares
|
$254,166
0.0% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
59,235
shares
|
$251,156
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
59,020
shares
|
$250,244
0.04% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
58,936
shares
|
$249,888
0.0% of portfolio
|
Q4 2024
Reduced 48.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
58,399
shares
|
$247,611
0.01% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
58,307
shares
|
$247,221
0.01% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
58,094
shares
|
$246,318
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
57,598
shares
|
$244,215
0.02% of portfolio
|
Q1 2025
Added 32.63%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
56,872
shares
|
$241,137
0.01% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
56,456
shares
|
$239,373
0.0% of portfolio
|
Q1 2025
Reduced 29.39%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
55,379
shares
|
$234,806
0.08% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
55,198
shares
|
$234,039
0.02% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
54,791
shares
|
$232,313
0.11% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
54,529
shares
|
$231,202
0.01% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
54,052
shares
|
$229,180
0.01% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
54,025
shares
|
$229,066
0.0% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
51,905
shares
|
$220,077
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,412
shares
|
$217,986
0.0% of portfolio
|
Q3 2024
Added 43.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
50,568
shares
|
$214,408
0.01% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
50,293
shares
|
$213,242
0.0% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
50,000
shares
|
$212,000
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
49,760
shares
|
$210,982
0.01% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
47,587
shares
|
$201,768
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
47,347
shares
|
$200,751
0.01% of portfolio
|
Q2 2025
Reduced 2.56%
|