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 |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
12,157
shares
|
$58,596
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
12,000
shares
|
$57,840
0.01% of portfolio
|
Q4 2023
Reduced 52.0%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
11,812
shares
|
$56,933
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,805
shares
|
$56,900
0.0% of portfolio
|
Q3 2021
Added 16.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,612
shares
|
$55,969
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
11,580
shares
|
$55,815
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
11,534
shares
|
$55,593
0.0% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
11,402
shares
|
$54,957
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,358
shares
|
$54,745
0.0% of portfolio
|
Q2 2020
Reduced 99.44%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,278
shares
|
$54,359
0.0% of portfolio
|
Q2 2025
Reduced 37.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
11,080
shares
|
$53,405
0.0% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
10,874
shares
|
$52,412
0.02% of portfolio
|
Q3 2024
Reduced 63.8%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
10,824
shares
|
$52,171
0.0% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
10,733
shares
|
$51,733
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
10,694
shares
|
$51,545
0.02% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
10,657
shares
|
$51,366
0.02% of portfolio
|
Q4 2024
Added 267.34%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
10,641
shares
|
$51,289
0.02% of portfolio
|
Q4 2025
Added 5.02%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
10,589
shares
|
$51,038
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,461
shares
|
$50,422
0.01% of portfolio
|
Q3 2025
Added 54.13%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
10,340
shares
|
$49,838
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
10,329
shares
|
$49,785
0.04% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,101
shares
|
$48,686
0.0% of portfolio
|
Q3 2025
Reduced 19.45%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10,096
shares
|
$48,662
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
10,070
shares
|
$48,537
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
10,049
shares
|
$48,436
0.0% of portfolio
|
Q3 2025
New holding
|
|