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 479 institutions that hold shares in the stock, with a total of 466 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
10,182
shares
|
$38,793
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,158
shares
|
$38,701
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
10,141
shares
|
$38,637
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
10,000
shares
|
$38,100
0.0% of portfolio
|
Q2 2024
Reduced 16.87%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$38,100
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
9,600
shares
|
$36,576
0.0% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
9,300
shares
|
$35,433
0.0% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
8,896
shares
|
$33,893
0.0% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
7,953
shares
|
$30,300
0.0% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,451
shares
|
$28,388
0.0% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
7,356
shares
|
$28,026
0.01% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,336
shares
|
$27,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
7,000
shares
|
$26,670
0.0% of portfolio
|
Q4 2024
Reduced 65.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,898
shares
|
$26,281
0.0% of portfolio
|
Q4 2024
Added 58.94%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
6,682
shares
|
$25,458
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
5,929
shares
|
$22,589
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
5,695
shares
|
$21,697
0.0% of portfolio
|
Q4 2024
Added 469.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
5,403
shares
|
$20,585
0.0% of portfolio
|
Q4 2024
Reduced 60.25%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
5,142
shares
|
$19,591
0.0% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,946
shares
|
$18,844
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,471
shares
|
$17,034
0.0% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,300
shares
|
$16,383
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,088
shares
|
$15,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
4,053
shares
|
$15,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$15,240
0.0% of portfolio
|
Q2 2024
Added 100.0%
|