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 535 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 $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
30,263
shares
|
$145,867
0.02% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
29,862
shares
|
$143,934
0.04% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
29,614
shares
|
$142,739
0.09% of portfolio
|
Q4 2025
Reduced 18.48%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
29,039
shares
|
$139,967
0.02% of portfolio
|
Q4 2025
Added 4.41%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
28,966
shares
|
$139,616
0.01% of portfolio
|
Q3 2025
Added 81.61%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
28,561
shares
|
$137,664
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,423
shares
|
$136,998
0.0% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
28,307
shares
|
$136,439
0.01% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
28,275
shares
|
$136,285
0.0% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
28,162
shares
|
$135,740
0.03% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
28,131
shares
|
$135,591
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
28,072
shares
|
$135,307
0.0% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
28,000
shares
|
$134,960
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
27,810
shares
|
$134,044
0.03% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
27,291
shares
|
$131,542
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
27,173
shares
|
$130,973
0.0% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
26,741
shares
|
$128,891
0.06% of portfolio
|
Q1 2025
Added 137.11%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
26,505
shares
|
$127,754
0.01% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
26,401
shares
|
$127,252
0.06% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
26,381
shares
|
$127,156
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
26,243
shares
|
$126,491
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
26,142
shares
|
$126,004
0.01% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,090
shares
|
$125,753
0.0% of portfolio
|
Q2 2023
Added 31.28%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
25,997
shares
|
$125,305
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
25,812
shares
|
$124,413
0.0% of portfolio
|
Q3 2025
New holding
|
|