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 498 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 $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,575
shares
|
$6,930
0.0% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,547
shares
|
$6,806
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,494
shares
|
$6,573
0.0% of portfolio
|
Q4 2023
Added 500.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
1,319
shares
|
$5,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,296
shares
|
$5,702
0.0% of portfolio
|
Q2 2025
Reduced 23.36%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
1,194
shares
|
$5,253
0.0% of portfolio
|
Q2 2025
Added 43.34%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,156
shares
|
$5,086
0.0% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,143
shares
|
$5,029
0.0% of portfolio
|
Q2 2025
Reduced 52.79%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,046
shares
|
$4,602
0.0% of portfolio
|
Q4 2024
Reduced 57.24%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$4,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
981
shares
|
$4,316
0.0% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
933
shares
|
$4,105
0.0% of portfolio
|
Q2 2025
Added 823.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
911
shares
|
$4,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
910
shares
|
$4,004
0.0% of portfolio
|
Q2 2022
Reduced 78.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
861
shares
|
$3,788
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
849
shares
|
$3,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
800
shares
|
$3,520
0.0% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
746
shares
|
$3,282
0.0% of portfolio
|
Q2 2025
Added 68.4%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
733
shares
|
$3,225
0.0% of portfolio
|
Q2 2025
Reduced 73.95%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
675
shares
|
$2,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
542
shares
|
$2,384
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
500
shares
|
$2,200
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
498
shares
|
$2,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
454
shares
|
$1,997
0.0% of portfolio
|
Q2 2010
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
421
shares
|
$1,852
0.0% of portfolio
|
Q1 2025
New holding
|