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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
61,038
shares
|
$294,203
0.01% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
60,571
shares
|
$291,952
0.11% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
59,939
shares
|
$288,905
0.01% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
59,735
shares
|
$287,922
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
59,632
shares
|
$287,426
0.13% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
59,070
shares
|
$284,717
0.05% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
58,990
shares
|
$284,331
0.26% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
58,936
shares
|
$284,071
0.0% of portfolio
|
Q4 2024
Reduced 48.85%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
58,865
shares
|
$283,729
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
58,094
shares
|
$280,013
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
57,903
shares
|
$279,092
0.02% of portfolio
|
Q3 2025
Reduced 19.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
57,847
shares
|
$278,822
0.0% of portfolio
|
Q3 2025
Added 57.28%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
57,596
shares
|
$277,612
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
55,819
shares
|
$269,047
0.01% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
55,092
shares
|
$265,543
0.04% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
55,041
shares
|
$265,297
0.02% of portfolio
|
Q3 2025
Added 16.25%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
54,791
shares
|
$264,092
0.11% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
54,052
shares
|
$260,530
0.01% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
53,581
shares
|
$258,260
0.0% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
52,770
shares
|
$254,351
0.06% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
51,645
shares
|
$248,928
0.17% of portfolio
|
Q3 2025
Added 39.43%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
51,557
shares
|
$248,504
0.01% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,412
shares
|
$247,805
0.0% of portfolio
|
Q3 2024
Added 43.07%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
51,393
shares
|
$247,714
0.0% of portfolio
|
Q3 2025
Added 152.74%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
51,240
shares
|
$246,976
0.0% of portfolio
|
Q3 2025
Added 10.45%
|
|