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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,154
shares
|
$44,605
0.0% of portfolio
|
Q4 2024
Reduced 46.06%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,104
shares
|
$44,421
0.01% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
12,058
shares
|
$44,252
0.02% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$44,040
0.0% of portfolio
|
Q4 2023
Reduced 52.0%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
11,979
shares
|
$43,962
0.0% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,863
shares
|
$43,537
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
11,812
shares
|
$43,350
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,805
shares
|
$43,324
0.0% of portfolio
|
Q3 2021
Added 16.67%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
11,743
shares
|
$43,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
11,566
shares
|
$42,447
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,517
shares
|
$42,267
0.0% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
11,508
shares
|
$42,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
11,379
shares
|
$41,760
0.0% of portfolio
|
Q4 2024
Reduced 25.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,358
shares
|
$41,683
0.0% of portfolio
|
Q2 2020
Reduced 99.44%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
11,351
shares
|
$41,658
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
11,309
shares
|
$41,504
0.0% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
11,278
shares
|
$41,390
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
11,202
shares
|
$41,111
0.0% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
11,036
shares
|
$40,502
0.0% of portfolio
|
Q4 2024
Reduced 88.65%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
10,938
shares
|
$40,142
0.0% of portfolio
|
Q4 2024
Reduced 36.96%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
10,874
shares
|
$39,907
0.01% of portfolio
|
Q3 2024
Reduced 63.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
10,596
shares
|
$38,887
0.0% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,296
shares
|
$37,786
0.0% of portfolio
|
Q4 2024
Reduced 48.45%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
10,210
shares
|
$37,470
0.0% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
10,200
shares
|
$37,434
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|