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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
23,083
shares
|
$84,714
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
22,777
shares
|
$83,591
0.01% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
22,639
shares
|
$83,085
0.01% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
22,448
shares
|
$82,384
0.01% of portfolio
|
Q4 2024
Added 33.21%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
22,365
shares
|
$82,079
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
22,249
shares
|
$81,653
0.04% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
22,197
shares
|
$81,462
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
22,001
shares
|
$80,743
0.0% of portfolio
|
Q4 2022
Added 37.5%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
21,655
shares
|
$79,473
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
21,612
shares
|
$79,316
0.0% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
21,237
shares
|
$77,939
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
21,108
shares
|
$77,466
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
20,931
shares
|
$76,816
0.0% of portfolio
|
Q4 2024
Reduced 88.68%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,855
shares
|
$76,537
0.0% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
20,775
shares
|
$76,244
0.0% of portfolio
|
Q4 2023
Added 9.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,690
shares
|
$75,932
0.0% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
20,552
shares
|
$75,425
0.03% of portfolio
|
Q4 2024
Added 24.33%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,498
shares
|
$75,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
20,378
shares
|
$74,787
0.02% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
20,293
shares
|
$74,475
0.01% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
20,078
shares
|
$73,686
0.01% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
20,030
shares
|
$73,510
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$73,400
0.05% of portfolio
|
Q2 2020
Reduced 91.03%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
19,883
shares
|
$72,970
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
19,770
shares
|
$72,555
0.03% of portfolio
|
Q4 2024
Reduced 7.1%
|