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 532 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 $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
88,206
shares
|
$425,152
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
87,682
shares
|
$422,627
0.0% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
86,632
shares
|
$417,566
0.01% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
86,329
shares
|
$416,105
0.11% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
85,906
shares
|
$414,066
0.01% of portfolio
|
Q3 2025
Added 287.05%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
85,798
shares
|
$413,546
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
85,341
shares
|
$411,343
0.03% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
83,954
shares
|
$404,658
0.23% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
83,900
shares
|
$404,398
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
82,360
shares
|
$396,975
0.01% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
81,175
shares
|
$391,263
0.01% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
79,868
shares
|
$384,963
0.02% of portfolio
|
Q3 2025
Added 28.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
79,546
shares
|
$383,411
0.02% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
78,991
shares
|
$380,736
0.02% of portfolio
|
Q4 2025
Added 3.75%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
76,681
shares
|
$369,602
0.01% of portfolio
|
Q3 2025
Added 27.35%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
75,667
shares
|
$364,714
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
73,039
shares
|
$352,047
0.12% of portfolio
|
Q3 2025
Added 25.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
71,115
shares
|
$342,774
0.0% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
68,934
shares
|
$332,261
0.01% of portfolio
|
Q4 2025
Added 12.94%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
68,153
shares
|
$328,497
0.0% of portfolio
|
Q3 2025
Reduced 27.66%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
67,444
shares
|
$325,080
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
66,000
shares
|
$318,120
0.02% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
65,973
shares
|
$317,989
0.01% of portfolio
|
Q2 2022
Reduced 16.74%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
64,458
shares
|
$310,687
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
62,898
shares
|
$303,168
0.0% of portfolio
|
Q3 2025
Added 25.06%
|
|