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 478 institutions that hold shares in the stock, with a total of 465 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
49,024
shares
|
$181,879
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
48,910
shares
|
$181,456
0.0% of portfolio
|
Q4 2024
Added 28.95%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
48,891
shares
|
$181,385
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
48,814
shares
|
$181,099
0.08% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
46,318
shares
|
$171,839
0.01% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
44,783
shares
|
$166,144
0.0% of portfolio
|
Q4 2024
Reduced 62.62%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
43,429
shares
|
$161,121
0.01% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Feb 13, 2025 Q4 2024 |
43,204
shares
|
$160,286
0.05% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
43,201
shares
|
$160,275
0.1% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
42,641
shares
|
$158,198
0.02% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
42,437
shares
|
$157,441
0.03% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
42,215
shares
|
$156,617
0.0% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
41,939
shares
|
$155,593
0.02% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
41,924
shares
|
$155,538
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
41,874
shares
|
$155,352
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
41,165
shares
|
$152,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
40,709
shares
|
$151,030
0.09% of portfolio
|
Q4 2024
Added 93.35%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
40,553
shares
|
$150,451
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
40,454
shares
|
$150,084
0.03% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
40,168
shares
|
$149,023
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
39,842
shares
|
$147,813
0.02% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
39,742
shares
|
$147,442
0.02% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
39,147
shares
|
$145,235
0.05% of portfolio
|
Q3 2024
Added 66.42%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
38,483
shares
|
$142,771
0.0% of portfolio
|
Q4 2024
Added 88.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
38,305
shares
|
$142,111
0.0% of portfolio
|
Q4 2024
Reduced 10.88%
|