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Lloyds Banking Group (LYG) Institutional Ownership

Lloyds Banking Group logo
$3.76 0.00 (0.00%)
Closing price 05/2/2025 03:59 PM Eastern
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$3.70 -0.06 (-1.60%)
As of 05/2/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Lloyds Banking Group (NYSE:LYG)

Current
Institutional Ownership
Percentage
2.15%
Number of
Institutional Buyers
(last 12 months)
259
Total
Institutional Inflows
(last 12 months)
$257.32M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$118.70M
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LYG Institutional Buying and Selling by Quarter

Lloyds Banking Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025West Family Investments Inc.45,390$173K0.1%+94.7%0.000%
5/2/2025SBI Securities Co. Ltd.15,369$59K0.0%+22.1%0.000%
5/2/2025Apollon Wealth Management LLC127,795$488K0.0%+4.2%0.001%
5/2/2025Signaturefd LLC308,563$1.18M0.0%+5.2%0.002%
5/1/2025 MQS Management LLC33,093$126K0.1%N/A0.000%
5/1/2025 Legacy Financial Group Inc.13,581$52K0.0%N/A0.000%
5/1/2025 Marks Group Wealth Management Inc220,620$843K0.1%+5.0%0.001%
5/1/2025 CWM LLC46,801$179K0.0%-11.9%0.000%
5/1/2025 Rainey & Randall Wealth Advisors Inc.10,642$41K0.0%N/A0.000%
5/1/2025 Stephens Inc. AR161,640$617K0.0%+2.5%0.001%
5/1/2025 Schechter Investment Advisors LLC41,494$159K0.0%-19.4%0.000%
5/1/2025 Kathmere Capital Management LLC163,831$626K0.1%+22.7%0.001%
5/1/2025 Ballentine Partners LLC160,999$615K0.0%+17.0%0.001%
5/1/2025 Riversedge Advisors LLC23,247$89K0.0%+15.8%0.000%
5/1/2025 Diversify Wealth Management LLC31,907$127K0.0%-14.6%0.000%
5/1/2025 Sage Rhino Capital LLC46,795$179K0.0%+10.3%0.000%
4/30/2025 Cerity Partners LLC691,684$2.64M0.0%+10.4%0.005%
4/30/2025 CFO4Life Group LLC26,356$101K0.0%-27.6%0.000%
4/30/2025 Greenleaf Trust13,297$51K0.0%N/A0.000%
4/30/2025 Valeo Financial Advisors LLC56,872$217K0.0%+16.0%0.000%
4/30/2025 M&T Bank Corp59,945$229K0.0%+8.2%0.000%
4/30/2025 Crossmark Global Holdings Inc.4,831,997$18.46M0.3%+0.4%0.032%
4/29/2025 Callan Capital LLC94,353$360K0.0%+25.3%0.001%
4/29/2025 TD Private Client Wealth LLC58,241$222K0.0%+207.5%0.000%
4/29/2025 Envestnet Asset Management Inc.10,492,898$40.08M0.0%+9.0%0.069%
4/29/2025 Bank of New York Mellon Corp992,298$3.79M0.0%+23.8%0.007%
4/29/2025 World Investment Advisors25,394$97K0.0%+14.4%0.000%
4/29/2025 Jackson Thornton Wealth Management LLC15,168$57K0.0%+20.4%0.000%
4/29/2025 Timber Creek Capital Management LLC1,184,440$4.53M1.2%-0.7%0.008%
4/29/2025 OneDigital Investment Advisors LLC114,694$438K0.0%+4.5%0.001%
4/29/2025 Silver Oak Securities Incorporated14,765$57K0.0%N/A0.000%
4/29/2025 Checchi Capital Advisers LLC65,389$250K0.0%+23.8%0.000%
4/28/2025 Mutual Advisors LLC12,916$51K0.0%+27.2%0.000%
4/28/2025 Ativo Capital Management LLC244,962$936K0.8%-1.7%0.002%
4/28/2025 Revisor Wealth Management LLC11,963$46K0.0%N/A0.000%
4/28/2025 Aaron Wealth Advisors LLC139,917$534K0.1%+6.7%0.001%
4/25/2025 Advisors Management Group Inc. ADV813,572$3.11M0.7%-21.2%0.005%
4/25/2025 Henry James International Management Inc.909,264$3.47M1.2%+0.4%0.006%
4/25/2025 Naviter Wealth LLC360,018$1.38M0.2%-2.4%0.002%
4/24/2025 Allspring Global Investments Holdings LLC123,414$470K0.0%+4.7%0.001%
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4/24/2025 BSW Wealth Partners38,984$149K0.0%-7.0%0.000%
4/24/2025 PDS Planning Inc57,598$220K0.0%+32.6%0.000%
4/23/2025 Sequoia Financial Advisors LLC75,371$288K0.0%+10.6%0.000%
4/23/2025 Perigon Wealth Management LLC61,411$235K0.0%+4.5%0.000%
4/23/2025 Lazari Capital Management Inc.23,992$92K0.0%-10.8%0.000%
4/23/2025 Oppenheimer & Co. Inc.17,711$68K0.0%N/A0.000%
4/23/2025 Oppenheimer Asset Management Inc.1,026,365$3.92M0.0%+3.5%0.007%
4/23/2025 Continuum Advisory LLC73,690$281K0.0%-23.1%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.122,553$468K0.0%-3.5%0.001%
4/22/2025 Crumly & Associates Inc.36,162$138K0.0%+8.7%0.000%
4/22/2025 PFG Investments LLC15,588$60K0.0%+31.4%0.000%
4/22/2025 Advisor Resource Council10,430$37K0.0%N/A0.000%
4/21/2025 Meriwether Wealth & Planning LLC55,279$211K0.1%+8.0%0.000%
4/21/2025 Blue Trust Inc.149,600$571K0.0%+13.9%0.001%
4/21/2025 Silver Oak Securities Incorporated14,765$57K0.0%N/A0.000%
4/21/2025 Envestnet Portfolio Solutions Inc.172,972$661K0.0%-52.0%0.001%
4/21/2025 Janney Capital Management LLC3,174,021$12.13M0.8%-32.3%0.021%
4/18/2025 Clarius Group LLC49,760$190K0.0%+18.8%0.000%
4/18/2025 Five Oceans Advisors54,791$209K0.1%-15.2%0.000%
4/18/2025 Insigneo Advisory Services LLC29,692$113K0.0%+19.5%0.000%
4/17/2025 QRG Capital Management Inc.2,390,985$9.13M0.1%+0.8%0.016%
4/17/2025 Sagespring Wealth Partners LLC44,627$170K0.0%N/A0.000%
4/17/2025 Sowell Financial Services LLC11,614$44K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC128,390$490K0.0%-13.7%0.001%
4/17/2025 Foster Victor Wealth Advisors LLC48,592$174K0.0%-10.4%0.000%
4/17/2025 Ritholtz Wealth Management1,186,344$4.53M0.1%-4.9%0.008%
4/16/2025 Wealth Enhancement Advisory Services LLC58,445$223K0.0%-53.3%0.000%
4/16/2025 Tritonpoint Wealth LLC14,590$56K0.0%+26.8%0.000%
4/16/2025 Elevation Point Wealth Partners LLC155,177$593K0.1%-2.7%0.001%
4/16/2025 Defined Wealth Management LLC17,343$66K0.0%+35.3%0.000%
4/15/2025 Bard Financial Services Inc.2,268,805$8.67M1.1%-6.5%0.015%
4/15/2025 GAMMA Investing LLC57,543$220K0.0%+24.2%0.000%
4/14/2025 Bruce G. Allen Investments LLC25,863$99K0.1%-40.1%0.000%
4/14/2025 Portside Wealth Group LLC103,316$395K0.1%+9.8%0.001%
4/14/2025 Park Avenue Securities LLC478,335$1.83M0.0%+65.6%0.003%
4/14/2025 Patriot Financial Group Insurance Agency LLC152,180$581K0.1%-4.6%0.001%
4/14/2025 Sivia Capital Partners LLC77,154$295K0.1%+15.4%0.001%
4/11/2025 Alliance Wealth Advisors LLC66,417$254K0.1%+6.2%0.000%
4/11/2025 First Affirmative Financial Network66,987$256K0.2%-15.7%0.000%
4/11/2025 Impact Capital Partners LLC14,288$55K0.0%-41.3%0.000%
4/11/2025 Procyon Advisors LLC42,042$161K0.0%+38.1%0.000%
4/10/2025 Breakwater Capital Group21,006$80K0.0%+17.7%0.000%
4/10/2025 HF Advisory Group LLC354,746$1.36M0.6%+3.4%0.002%
4/10/2025 Portside Wealth Group LLC94,052$359K0.1%+6.8%0.001%
4/9/2025 Merit Financial Group LLC19,574$75K0.0%+70.0%0.000%
4/9/2025 Legacy Wealth Asset Management LLC195,022$745K0.2%-2.9%0.001%
4/8/2025 Rhumbline Advisers166,405$636K0.0%-2.8%0.001%
4/8/2025 Investors Research Corp12,500$48K0.0%-53.9%0.000%
4/8/2025 Parallel Advisors LLC56,101$214K0.0%+32.9%0.000%
4/7/2025 GAMMA Investing LLC219,814$840K0.0%+374.6%0.001%
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4/4/2025 Moody National Bank Trust Division11,244$43K0.0%N/A0.000%
4/2/2025 Marcum Wealth LLC85,341$326K0.0%+13.2%0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC125,225$341K0.0%+119.1%0.001%
3/7/2025Aegis Wealth Management LLC98,975$269K0.2%N/A0.001%
2/21/2025Ascent Group LLC49,504$135K0.0%-8.5%0.000%
2/20/2025Forum Financial Management LP181,796$494K0.0%+35.6%0.001%
2/20/2025Drucker Wealth 3.0 LLC752,768$2.05M0.5%-2.1%0.005%
2/18/2025 Continuum Advisory LLC95,882$261K0.0%+5.0%0.001%
2/17/2025Vident Advisory LLC315,869$859K0.0%-12.9%0.002%
2/17/2025Snowden Capital Advisors LLC19,415$53K0.0%-14.8%0.000%
(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, 409 institutional investors and hedge funds held shares of Lloyds Banking Group. The most heavily invested institutionals were Mondrian Investment Partners LTD ($197.84M), Arrowstreet Capital Limited Partnership ($72.54M), Macquarie Group Ltd. ($62.76M), FMR LLC ($60.15M), Clearbridge Investments LLC ($59.17M), Goldman Sachs Group Inc. ($52.98M), and Morningstar Investment Services LLC ($50.97M).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 358 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: Mondrian Investment Partners LTD ($27.69M), CIBC Private Wealth Group LLC ($17.81M), Clearbridge Investments LLC ($13.28M), Morningstar Investment Services LLC ($10.43M), Millennium Management LLC ($4.91M), Envestnet Asset Management Inc. ($4.64M), and Crossmark Global Holdings Inc. ($4.26M).

How much institutional buying is happening at Lloyds Banking Group?

Institutional investors have bought a total of 157,646,463 shares in the last 24 months. This purchase volume represents approximately $406.78M in transactions.

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

Of the 181 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: Mondrian Investment Partners LTD ($16.46M), CIBC Private Wealth Group LLC ($12.59M), JPMorgan Chase & Co. ($8.09M), Optiver Holding B.V. ($4.17M), Clearbridge Investments LLC ($4.10M), PNC Financial Services Group Inc. ($3.76M), and Bank of America Corp DE ($3.10M).

How much institutional selling is happening at Lloyds Banking Group?

Institutional investors have sold a total of 74,185,939 shares in the last 24 months. This volume of shares sold represents approximately $191.88M in transactions.


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This page (NYSE:LYG) was last updated on 5/3/2025 by MarketBeat.com Staff
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