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 485 institutions that hold shares in the stock, with a total of 602 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 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 |
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
220,620
shares
|
$842,768
0.08% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
219,814
shares
|
$839,689
0.31% of portfolio
|
Q1 2025
Reduced 73.82%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
211,208
shares
|
$806,814
0.03% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
208,142
shares
|
$795,102
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
205,118
shares
|
$783,550
0.04% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
203,747
shares
|
$778,313
0.06% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
201,283
shares
|
$768,901
0.12% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
200,000
shares
|
$764,000
0.16% of portfolio
|
Q3 2021
Reduced 13.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
196,260
shares
|
$749,713
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
195,022
shares
|
$744,984
0.23% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
193,690
shares
|
$739,895
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
190,437
shares
|
$727,469
0.07% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
189,451
shares
|
$723,702
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
188,968
shares
|
$721,857
0.01% of portfolio
|
Q4 2024
Reduced 22.86%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
187,979
shares
|
$718,079
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
181,796
shares
|
$694,460
0.01% of portfolio
|
Q4 2024
Added 35.62%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
179,678
shares
|
$686,369
0.03% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
172,972
shares
|
$660,753
0.0% of portfolio
|
Q1 2025
Reduced 52.04%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
167,816
shares
|
$641,057
0.0% of portfolio
|
Q4 2024
Added 17.08%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
166,405
shares
|
$635,667
0.0% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Mangrove Partners
New York, NY |
Feb 14, 2025 Q4 2024 |
165,292
shares
|
$631,415
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
164,901
shares
|
$629,921
0.01% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
163,831
shares
|
$625,834
0.06% of portfolio
|
Q1 2025
Added 22.67%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
162,927
shares
|
$622,381
0.0% of portfolio
|
Q1 2025
Reduced 21.29%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
161,640
shares
|
$617,464
0.01% of portfolio
|
Q1 2025
Added 2.55%
|