Free Trial

Lloyds Banking Group (LYG) Institutional Ownership

→ Protect Yourself While There’s Still Time … (From Weiss Ratings) (Ad)
Free LYG Stock Alerts
$2.62
+0.10 (+3.98%)
(As of 04/26/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Lloyds Banking Group (NYSE:LYG)

Current
Institutional Ownership
Percentage
2.15%
Number of
Institutional Buyers
(last 12 months)
198
Total
Institutional Inflows
(last 12 months)
$150.72M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$72.46M
Get LYG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Lloyds Banking Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LYG Institutional Buying and Selling by Quarter

Lloyds Banking Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Advisors Management Group Inc. ADV1,067,408$2.77M0.7%-0.8%0.007%
4/26/2024 Mesirow Financial Investment Management Inc.1,003,630$2.60M0.1%N/A0.006%
4/25/2024Aaron Wealth Advisors LLC93,948$243K0.0%N/A0.001%
4/25/2024 Valeo Financial Advisors LLC47,135$120K0.0%+18.2%0.000%
4/24/2024 Simplicity Wealth LLC19,566$51K0.0%N/A0.000%
4/23/2024 BSW Wealth Partners45,268$117K0.0%-52.5%0.000%
4/23/2024 Global Retirement Partners LLC358,192$928K0.0%+8.3%0.002%
4/23/2024 Fifth Third Bancorp13,283$34K0.0%+53.9%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.623,707$1.62M0.0%-9.0%0.004%
4/22/2024 HF Advisory Group LLC167,883$435K0.2%N/A0.001%
4/22/2024 PFG Investments LLC11,294$29K0.0%N/A0.000%
4/19/2024 Legacy Wealth Asset Management LLC200,529$519K0.1%+3.3%0.001%
4/19/2024 First Trust Direct Indexing L.P.256,913$665K0.0%-17.1%0.002%
4/18/2024 Naviter Wealth LLC354,858$919K0.2%+28.3%0.002%
4/18/2024 Allspring Global Investments Holdings LLC33,552$87K0.0%N/A0.000%
4/18/2024 AlphaMark Advisors LLC22,867$59K0.0%+97.9%0.000%
4/18/2024 Breakwater Capital Group14,729$38K0.0%-22.1%0.000%
4/18/2024 Optas LLC48,448$125K0.0%-19.9%0.000%
4/17/2024 Vicus Capital30,483$79K0.0%N/A0.000%
4/16/2024Kathmere Capital Management LLC89,069$231K0.0%+153.5%0.001%
4/16/2024 Cypress Wealth Services LLC93,049$241K0.1%-12.9%0.001%
4/15/2024 Brookstone Capital Management38,516$100K0.0%+12.1%0.000%
4/11/2024 Ballentine Partners LLC105,634$274K0.0%+33.6%0.001%
4/11/2024 Cooper Financial Group16,932$44K0.0%N/A0.000%
4/11/2024 Salem Investment Counselors Inc.12,500$32K0.0%-65.9%0.000%
4/11/2024 O Keefe Stevens Advisory Inc.56,491$146K0.0%+67.4%0.000%
4/11/2024 &PARTNERS24,114$62K0.0%N/A0.000%
4/10/2024 Sterling Financial Group Inc.20,203$52K0.0%+57.2%0.000%
4/10/2024 Marcum Wealth LLC71,240$185K0.0%-11.0%0.000%
4/10/2024 Aprio Wealth Management LLC47,613$123K0.0%+71.5%0.000%
4/10/2024 Park Avenue Securities LLC131,417$340K0.0%+5.8%0.001%
4/10/2024 Bruce G. Allen Investments LLC61,412$159K0.1%+6.9%0.000%
4/5/2024 GAMMA Investing LLC24,976$65K0.0%+21.7%0.000%
4/5/2024 CWM LLC51,514$133K0.0%+133.4%0.000%
4/3/2024 Timber Creek Capital Management LLC1,366,230$3.54M1.1%+3.6%0.009%
3/26/2024HighPoint Advisor Group LLC43,748$113K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.253,216$605K0.0%-87.9%0.002%
3/19/2024Warren Street Wealth Advisors LLC12,328$29K0.0%N/A0.000%
3/13/2024 Sivia Capital Partners LLC68,572$164K0.1%N/A0.000%
3/6/2024SageView Advisory Group LLC40,601$97K0.0%N/A0.000%
Protect Yourself While There’s Still Time … (Ad)

The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

4 simple steps to protect your privacy and money before it’s too late.
3/5/2024Fisher Asset Management LLC12,690$30K0.0%-34.3%0.000%
3/1/2024Goldman Sachs Group Inc.22,166,362$52.98M0.0%+5.6%0.139%
2/28/2024Abel Hall LLC17,624$42K0.0%N/A0.000%
2/26/2024Virtu Financial LLC136,993$327K0.0%N/A0.001%
2/16/2024DRW Securities LLC647,536$1.55M0.0%-10.7%0.004%
2/13/2024Morningstar Investment Services LLC21,147,627$50.97M0.3%+96.9%0.133%
2/13/2024Exencial Wealth Advisors LLC11,704$28K0.0%N/A0.000%
2/13/2024Crossmark Global Holdings Inc.5,100,518$12.19M0.3%-3.0%0.032%
2/13/2024Tower Research Capital LLC TRC 22,801$54K0.0%-73.6%0.000%
2/13/2024Optiver Holding B.V.2,368,229$5.75M0.0%-63.8%0.015%
2/13/2024CIBC Private Wealth Group LLC29,696,591$70.98M0.1%+149.9%0.187%
2/13/2024Prudent Man Advisors LLC41,663$100K0.0%-15.5%0.000%
2/12/2024Eagle Asset Management Inc.141,929$339K0.0%-4.3%0.001%
2/12/2024Qtron Investments LLC369,351$883K0.1%+272.2%0.002%
2/12/2024Dorsey & Whitney Trust CO LLC50,772$121K0.0%-9.2%0.000%
2/12/2024WorthPointe LLC12,913$31K0.0%N/A0.000%
2/12/2024Capstone Investment Advisors LLC52,993$127K0.0%N/A0.000%
2/12/2024Parallel Advisors LLC36,772$88K0.0%+64.0%0.000%
2/9/2024Orion Portfolio Solutions LLC192,390$469K0.0%-16.3%0.001%
2/9/2024US Bancorp DE323,708$774K0.0%+12.5%0.002%
2/9/2024EverSource Wealth Advisors LLC11,117$27K0.0%+259.8%0.000%
2/9/2024Aigen Investment Management LP15,870$38K0.0%N/A0.000%
2/9/2024Franklin Resources Inc.1,505,728$3.60M0.0%+0.5%0.009%
2/9/2024Bard Financial Services Inc.2,408,470$5.76M0.6%+1.9%0.015%
2/9/2024CreativeOne Wealth LLC17,738$42K0.0%+44.3%0.000%
2/9/2024Wells Fargo & Company MN4,119,012$9.84M0.0%-4.0%0.026%
2/9/2024Coldstream Capital Management Inc.21,116$50K0.0%N/A0.000%
2/9/2024PNC Financial Services Group Inc.253,216$605K0.0%-87.9%0.002%
2/8/2024First Eagle Investment Management LLC3,716,987$8.88M0.0%+10.0%0.023%
2/8/2024Quadrant Capital Group LLC160,999$385K0.0%+37.2%0.001%
2/8/2024Savvy Advisors Inc.12,580$30K0.0%N/A0.000%
2/8/2024Janney Montgomery Scott LLC223,453$534K0.0%+6.7%0.001%
2/8/2024Janney Capital Management LLC4,924,025$11.77M0.8%-8.1%0.031%
2/8/2024Vanguard Personalized Indexing Management LLC397,619$950K0.0%+27.0%0.003%
2/8/2024D Orazio & Associates Inc.10,874$26K0.0%N/A0.000%
2/8/2024Massachusetts Financial Services Co. MA473,636$1.13M0.0%+8.6%0.003%
2/7/2024Avantax Advisory Services Inc.196,371$469K0.0%+150.3%0.001%
2/7/2024Ieq Capital LLC41,749$100K0.0%+94.4%0.000%
2/7/2024Forum Financial Management LP66,294$158K0.0%-33.0%0.000%
2/7/2024Envestnet Portfolio Solutions Inc.254,482$608K0.0%+10.5%0.002%
2/7/2024Dimensional Fund Advisors LP18,625,679$44.53M0.0%+2.4%0.117%
2/7/2024QRG Capital Management Inc.1,537,062$3.67M0.1%+81.2%0.010%
2/7/2024Jump Financial LLC107,080$256K0.0%N/A0.001%
2/7/2024Great Diamond Partners LLC30,468$73K0.0%+43.3%0.000%
2/7/2024Principal Securities Inc.246,367$589K0.0%N/A0.002%
2/6/2024Apollon Wealth Management LLC124,174$297K0.0%+168.3%0.001%
2/6/2024Private Advisor Group LLC211,704$506K0.0%-14.5%0.001%
2/6/2024TCG Advisory Services LLC10,450$25K0.0%N/A0.000%
2/6/2024Henry James International Management Inc.917,665$2.19M0.8%-2.0%0.006%
2/6/2024Axxcess Wealth Management LLC21,578$52K0.0%-38.1%0.000%
Protect Yourself While There’s Still Time … (Ad)

The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

4 simple steps to protect your privacy and money before it’s too late.
2/6/2024 Sapient Capital LLC25,395$61K0.0%N/A0.000%
2/6/2024U.S. Capital Wealth Advisors LLC20,000$48K0.0%-33.3%0.000%
2/6/2024M&T Bank Corp54,587$131K0.0%+19.2%0.000%
2/6/2024Natixis Advisors L.P.7,122,268$17.02M0.0%+34.8%0.045%
2/6/2024 First Trust Direct Indexing L.P.309,779$740K0.1%+4.1%0.002%
2/5/2024Savant Capital LLC29,273$70K0.0%+42.9%0.000%
2/5/2024Brighton Jones LLC12,215$29K0.0%N/A0.000%
2/5/2024Kestra Private Wealth Services LLC21,006$50K0.0%+29.7%0.000%
2/5/2024 Naviter Wealth LLC276,663$661K0.1%+11.9%0.002%
2/5/2024Choreo LLC11,246$27K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

LYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LYG shares?

During the previous two years, 325 institutional investors and hedge funds held shares of Lloyds Banking Group. The most heavily invested institutionals were CIBC Private Wealth Group LLC ($70.98M), Macquarie Group Ltd. ($62.76M), Mondrian Investment Partners LTD ($62.05M), Jane Street Group LLC ($56.62M), Goldman Sachs Group Inc. ($52.98M), Morningstar Investment Services LLC ($50.97M), and JPMorgan Chase & Co. ($50.77M).Learn more on LYG's institutional investors.

What percentage of Lloyds Banking Group stock is owned by institutional investors?

2.15% of Lloyds Banking Group stock is owned by institutional investors. Learn more on LYG's institutional investor holdings.

Which institutional investors have been buying Lloyds Banking Group stock?

Of the 284 institutional investors that purchased Lloyds Banking Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CIBC Private Wealth Group LLC ($30.96M), Jane Street Group LLC ($23.12M), Bank of Montreal Can ($21.68M), Morningstar Investment Services LLC ($10.79M), Janney Capital Management LLC ($5.40M), Bank of America Corp DE ($4.93M), and JPMorgan Chase & Co. ($4.45M).

How much institutional buying is happening at Lloyds Banking Group?

Institutional investors have bought a total of 153,637,658 shares in the last 24 months. This purchase volume represents approximately $341.90M in transactions.

Which Lloyds Banking Group major shareholders have been selling company stock?

Of the 135 institutional investors that sold Lloyds Banking Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($22.12M), CIBC Private Wealth Group LLC ($12.87M), JPMorgan Chase & Co. ($7.41M), Optiver Holding B.V. ($4.17M), PNC Financial Services Group Inc. ($4.12M), Macquarie Group Ltd. ($2.37M), and Boston Common Asset Management LLC ($2.25M).

How much institutional selling is happening at Lloyds Banking Group?

Institutional investors have sold a total of 67,050,645 shares in the last 24 months. This volume of shares sold represents approximately $149.03M in transactions.


Related Companies:
This page (NYSE:LYG) was last updated on 4/27/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
These AI trades triggered this morning (545% return)
Prosper Trading Academy
He Is Giving Away Bitcoin
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Fed launches fourth dollar overhaul
Stansberry Research
Biden out June 13; Kamala won’t replace him?
Paradigm Press
Man Who Predicted 2008: “This Will be Worse.”
Altimetry
Jeff Bezos Just Humiliated Elon Musk
InvestorPlace