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 |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
435,473
shares
|
$2.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 57.02%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
428,945
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
408,812
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
401,704
shares
|
$1.94 Million
0.67% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
399,709
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Added 960.43%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
390,555
shares
|
$1.88 Million
0.21% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
388,793
shares
|
$1.87 Million
1.38% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
388,170
shares
|
$1.87 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
378,366
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
370,402
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
339,121
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 41.02%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
336,133
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
327,340
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
320,424
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
312,492
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
307,789
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Added 90.84%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
306,562
shares
|
$1.48 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
303,742
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
292,472
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
266,278
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
265,150
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2022
Added 2.65%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
264,920
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 20.97%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
257,270
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
253,648
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
249,040
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2023
Added 1.53%
|
|