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 |
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
329
shares
|
$1,447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
310
shares
|
$1,364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
291
shares
|
$1,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
283
shares
|
$1,245
0.0% of portfolio
|
Q2 2025
Reduced 80.35%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
277
shares
|
$1,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
255
shares
|
$1,122
0.0% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
253
shares
|
$1,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
238
shares
|
$1,047
0.0% of portfolio
|
Q1 2024
Reduced 9.16%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
223
shares
|
$981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
215
shares
|
$946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
207
shares
|
$910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
206
shares
|
$906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
161
shares
|
$708
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
142
shares
|
$624
0.0% of portfolio
|
Q1 2025
Reduced 97.51%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
140
shares
|
$616
0.0% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
98
shares
|
$431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
64
shares
|
$281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|