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 445 institutions that hold shares in the stock, with a total of 373 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
72,858
shares
|
$222,216
0.01% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
72,121
shares
|
$219,969
0.02% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
72,112
shares
|
$219,941
0.01% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
71,629
shares
|
$218,468
0.01% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
70,360
shares
|
$214,598
0.0% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
67,493
shares
|
$205,853
0.05% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
66,836
shares
|
$203,849
0.09% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
65,973
shares
|
$201,217
0.01% of portfolio
|
Q2 2022
Reduced 16.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
65,320
shares
|
$199,226
0.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
64,859
shares
|
$197,819
0.0% of portfolio
|
Q3 2024
Reduced 61.63%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
64,603
shares
|
$197,039
0.09% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
63,475
shares
|
$193,598
0.0% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
63,460
shares
|
$193,553
0.11% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
61,460
shares
|
$187,453
0.0% of portfolio
|
Q3 2024
Added 56.58%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
61,226
shares
|
$186,739
0.02% of portfolio
|
Q3 2024
Added 186.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
59,971
shares
|
$182,911
0.02% of portfolio
|
Q3 2024
Added 50.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
58,794
shares
|
$179,321
0.0% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
58,688
shares
|
$178,998
0.0% of portfolio
|
Q3 2024
Added 339.71%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
58,644
shares
|
$178,864
0.0% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
58,548
shares
|
$178,571
0.01% of portfolio
|
Q3 2024
Added 176.74%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
57,832
shares
|
$176,387
0.07% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
57,161
shares
|
$174,341
0.0% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
56,939
shares
|
$173,663
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
56,912
shares
|
$173,581
0.02% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
56,627
shares
|
$172,712
0.06% of portfolio
|
Q2 2024
New holding
|