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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,637
shares
|
$123,570
0.0% of portfolio
|
Q2 2025
Reduced 63.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
25,339
shares
|
$122,133
0.0% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
25,206
shares
|
$121,492
0.05% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
25,148
shares
|
$121,213
0.01% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
24,762
shares
|
$119,352
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
24,681
shares
|
$118,962
0.01% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
24,474
shares
|
$117,964
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
24,400
shares
|
$117,608
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
24,303
shares
|
$117,140
0.0% of portfolio
|
Q4 2025
Added 80.24%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
24,010
shares
|
$115,728
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
24,001
shares
|
$115,684
0.02% of portfolio
|
Q3 2025
Reduced 60.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
23,955
shares
|
$115,463
0.0% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
23,806
shares
|
$114,744
0.01% of portfolio
|
Q4 2025
Added 17.44%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
23,735
shares
|
$114,402
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
23,615
shares
|
$113,824
0.03% of portfolio
|
Q4 2025
Reduced 13.29%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
23,282
shares
|
$112,219
0.01% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
23,163
shares
|
$111,645
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
23,144
shares
|
$111,554
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
23,083
shares
|
$111,260
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,712
shares
|
$109,471
0.0% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
22,509
shares
|
$108,493
0.0% of portfolio
|
Q3 2025
Reduced 22.07%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
22,436
shares
|
$108,141
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
22,245
shares
|
$107,220
0.07% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
22,191
shares
|
$106,960
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
21,990
shares
|
$105,991
0.0% of portfolio
|
Q3 2025
Added 14.72%
|
|