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 531 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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
7,398
shares
|
$35,658
0.0% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
7,203
shares
|
$34,718
0.0% of portfolio
|
Q3 2025
Added 124.88%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
7,150
shares
|
$34,463
0.0% of portfolio
|
Q3 2025
Added 80.65%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
7,000
shares
|
$33,740
0.0% of portfolio
|
Q4 2024
Reduced 65.0%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
6,406
shares
|
$30,876
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,092
shares
|
$29,363
0.0% of portfolio
|
Q3 2025
Added 115.19%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
5,959
shares
|
$28,722
0.0% of portfolio
|
Q3 2025
Added 2671.63%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
5,702
shares
|
$27,483
0.0% of portfolio
|
Q3 2025
Reduced 44.63%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
5,565
shares
|
$26,823
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,184
shares
|
$24,986
0.0% of portfolio
|
Q3 2025
Added 353.54%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
5,000
shares
|
$24,100
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,946
shares
|
$23,839
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,335
shares
|
$20,894
0.0% of portfolio
|
Q3 2025
Added 341.9%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,209
shares
|
$20,287
0.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
3,976
shares
|
$19,164
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
3,816
shares
|
$18,393
0.0% of portfolio
|
Q3 2025
Added 136.58%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,582
shares
|
$17,265
0.0% of portfolio
|
Q2 2025
Reduced 40.35%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
3,428
shares
|
$16,522
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
3,375
shares
|
$16,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,301
shares
|
$15,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
3,000
shares
|
$14,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,940
shares
|
$14,170
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,804
shares
|
$13,515
0.0% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,786
shares
|
$13,428
0.0% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,771
shares
|
$13,356
0.02% of portfolio
|
Q3 2025
New holding
|
|