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 530 institutions that hold shares in the stock, with a total of 506 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 |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
16,228
shares
|
$78,218
0.0% of portfolio
|
Q3 2025
Reduced 51.46%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
15,994
shares
|
$77,091
0.02% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
15,865
shares
|
$76,469
0.0% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
15,864
shares
|
$76,464
0.01% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
15,582
shares
|
$75,105
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
15,461
shares
|
$74,522
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
15,438
shares
|
$74,411
0.0% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
15,245
shares
|
$73,480
0.01% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
15,158
shares
|
$73,061
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
15,110
shares
|
$72,830
0.01% of portfolio
|
Q3 2025
Added 18.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
15,089
shares
|
$72,728
0.0% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,000
shares
|
$72,300
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
14,840
shares
|
$71,528
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
14,840
shares
|
$71,528
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
14,694
shares
|
$70,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
14,484
shares
|
$69,812
0.0% of portfolio
|
Q3 2025
Added 132.6%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
14,405
shares
|
$69,432
0.01% of portfolio
|
Q2 2025
Added 28.11%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
14,392
shares
|
$69,369
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,333
shares
|
$69,085
0.0% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
14,306
shares
|
$68,954
0.0% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
14,144
shares
|
$68,174
0.02% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
13,883
shares
|
$66,916
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
13,874
shares
|
$66,872
0.0% of portfolio
|
Q3 2025
Added 26.2%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
13,872
shares
|
$66,863
0.0% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
13,864
shares
|
$66,824
0.0% of portfolio
|
Q3 2025
Added 9.96%
|
|