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Lloyds Banking Group (LYG) Institutional Ownership

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$4.32 +0.08 (+1.77%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$4.32 +0.00 (+0.12%)
As of 07/25/2025 07:13 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.

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

Current
Institutional Ownership
Percentage
2.15%
Number of
Institutional Buyers
(last 12 months)
284
Total
Institutional Inflows
(last 12 months)
$209.31M
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$157.76M
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LYG Institutional Buying and Selling by Quarter

Lloyds Banking Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Atria Wealth Solutions Inc.25,637$109K0.0%-63.8%0.000%
7/25/2025Envestnet Portfolio Solutions Inc.81,363$346K0.0%-53.0%0.001%
7/25/2025Sequoia Financial Advisors LLC81,683$347K0.0%+8.4%0.001%
7/25/2025Yousif Capital Management LLC203,173$863K0.0%+7.5%0.001%
7/25/2025MGO One Seven LLC83,889$357K0.0%-27.4%0.001%
7/25/2025Allspring Global Investments Holdings LLC127,650$515K0.0%+3.4%0.001%
7/25/2025Vanguard Personalized Indexing Management LLC774,145$3.29M0.0%+10.1%0.005%
7/25/2025Concurrent Investment Advisors LLC28,322$120K0.0%+45.5%0.000%
7/25/2025Apollon Wealth Management LLC125,118$532K0.0%-2.1%0.001%
7/25/2025Natural Investments LLC53,922$229K0.1%+17.6%0.000%
7/24/2025 Inspire Investing LLC623,241$2.65M0.3%N/A0.004%
7/24/2025 Drucker Wealth 3.0 LLC495,273$2.07M0.4%-31.6%0.003%
7/24/2025 Blue Trust Inc.146,197$621K0.0%-2.3%0.001%
7/24/2025 Baldwin Wealth Partners LLC MA22,191$94K0.0%N/A0.000%
7/24/2025 Callan Family Office LLC254,052$1.08M0.0%+258.0%0.002%
7/24/2025 Blair William & Co. IL14,699$62K0.0%N/A0.000%
7/23/2025 Abel Hall LLC35,343$150K0.1%+12.4%0.000%
7/22/2025 Valeo Financial Advisors LLC60,214$256K0.0%+5.9%0.000%
7/22/2025 Checchi Capital Advisers LLC54,529$232K0.0%-16.6%0.000%
7/21/2025 QRG Capital Management Inc.2,186,886$9.29M0.1%-8.5%0.015%
7/21/2025 Ameritas Advisory Services LLC8,938$38K0.0%N/A0.000%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,069$43K0.0%N/A0.000%
7/21/2025 Patriot Financial Group Insurance Agency LLC159,864$679K0.1%+5.0%0.001%
7/18/2025 Marino Stram & Associates LLC129,910$552K0.1%+430.2%0.001%
7/18/2025 Truist Financial Corp279,315$1.19M0.0%-40.6%0.002%
7/17/2025 Alliance Wealth Advisors LLC63,194$269K0.1%-4.9%0.000%
7/17/2025 Greenleaf Trust10,824$46K0.0%-18.6%0.000%
7/17/2025 Halbert Hargrove Global Advisors LLC9,952$42K0.0%+10,836.3%0.000%
7/17/2025 HB Wealth Management LLC50,293$214K0.0%-14.2%0.000%
7/17/2025 Janney Capital Management LLC3,115,690$13.24M0.9%-1.8%0.021%
7/17/2025 Janney Montgomery Scott LLC115,016$489K0.0%-10.4%0.001%
7/17/2025 V Square Quantitative Management LLC6,787$29K0.0%N/A0.000%
7/17/2025 Lazari Capital Management Inc.18,419$78K0.0%-23.2%0.000%
7/16/2025 Ascent Capital Management LLC10,067$43K0.0%N/A0.000%
7/16/2025 Advisors Management Group Inc. ADV20,148$86K0.0%-97.5%0.000%
7/16/2025 Eagle Global Advisors LLC700,000$2.98M0.1%+40.0%0.005%
7/16/2025 Kathmere Capital Management LLC160,050$680K0.1%-2.3%0.001%
7/16/2025 Destiny Wealth Partners LLC14,840$63K0.0%N/A0.000%
7/16/2025 Perigon Wealth Management LLC50,568$215K0.0%-17.7%0.000%
7/16/2025 Arlington Capital Management Inc.42,122$179K0.2%N/A0.000%
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7/15/2025 TD Private Client Wealth LLC87,708$373K0.0%+50.6%0.001%
7/15/2025 Ballentine Partners LLC169,625$721K0.0%+5.4%0.001%
7/15/2025 Revisor Wealth Management LLC134,677$560K0.2%+1,025.8%0.001%
7/14/2025 CHICAGO TRUST Co NA42,000$178K0.0%N/A0.000%
7/14/2025 Opal Wealth Advisors LLC8,283$35K0.0%N/A0.000%
7/14/2025 Foster Group Inc.12,966$55K0.0%N/A0.000%
7/14/2025 GAMMA Investing LLC71,404$303K0.0%+24.1%0.000%
7/14/2025 Park Avenue Securities LLC355,854$1.51M0.0%-25.6%0.002%
7/11/2025 Meriwether Wealth & Planning LLC37,932$161K0.1%-31.4%0.000%
7/11/2025 Farther Finance Advisors LLC11,766$50K0.0%+44.9%0.000%
7/11/2025 International Private Wealth Advisors LLC15,988$68K0.1%N/A0.000%
7/10/2025 Moody National Bank Trust Division14,405$61K0.0%+28.1%0.000%
7/10/2025 HF Advisory Group LLC384,367$1.63M0.6%+8.3%0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC124,024$516K0.0%+112.2%0.001%
7/9/2025 Sivia Capital Partners LLC139,896$595K0.2%+81.3%0.001%
7/9/2025 Sunpointe LLC13,188$56K0.0%N/A0.000%
7/9/2025 Riversedge Advisors LLC25,680$109K0.0%+10.5%0.000%
7/8/2025 Bard Financial Services Inc.2,053,105$8.73M1.0%-9.5%0.014%
7/8/2025 Gallacher Capital Management LLC150,993$642K0.3%-3.8%0.001%
7/2/2025 Crumly & Associates Inc.30,372$129K0.0%-16.0%0.000%
5/29/2025Rhumbline Advisers166,405$636K0.0%-2.8%0.001%
5/21/2025Acadian Asset Management LLC167,525$639K0.0%N/A0.001%
5/21/2025Geneos Wealth Management Inc.11,724$45K0.0%+162.2%0.000%
5/20/2025Focus Partners Wealth817,494$3.12M0.0%+7,365.0%0.005%
5/19/2025Jane Street Group LLC812,424$3.10M0.0%+18.4%0.005%
5/16/2025Semmax Financial Advisors Inc.641,487$2.56M0.7%-18.5%0.004%
5/16/2025Logan Capital Management Inc.1,092,492$4.17M0.2%+1.3%0.007%
5/16/2025 Ascent Group LLC59,130$226K0.0%+19.4%0.000%
5/16/2025Goldman Sachs Group Inc.24,154,117$92.27M0.0%+6.1%0.160%
5/16/2025Cape Investment Advisory Inc.55,379$212K0.1%-6.0%0.000%
5/16/2025Millennium Management LLC8,199,299$31.32M0.0%+15.5%0.054%
5/16/2025Integrated Wealth Concepts LLC91,815$351K0.0%-3.6%0.001%
5/16/2025Copperleaf Capital LLC32,276$123K0.1%+20.0%0.000%
5/16/2025Curi RMB Capital LLC289,766$1.11M0.0%N/A0.002%
5/16/2025AQR Capital Management LLC263,246$1.01M0.0%+124.1%0.002%
5/16/2025Aprio Wealth Management LLC109,587$419K0.1%+50.1%0.001%
5/15/2025Maverick Capital Ltd.198,538$758K0.0%+97.1%0.001%
5/15/2025Focus Partners Advisor Solutions LLC18,673$71K0.0%N/A0.000%
5/15/2025Royal Bank of Canada1,126,734$4.31M0.0%+10.6%0.007%
5/15/2025Retirement Planning Co of New England Inc.26,985$103K0.0%+31.3%0.000%
5/15/2025MAI Capital Management11,830$45K0.0%+61.3%0.000%
5/15/2025Pinnacle Wealth Planning Services Inc.20,359$78K0.0%+25.0%0.000%
5/15/2025Vident Advisory LLC435,745$1.67M0.0%+38.0%0.003%
5/15/2025Earnest Partners LLC44,243$169K0.0%-18.4%0.000%
5/14/2025Ieq Capital LLC98,957$378K0.0%+6.5%0.001%
5/14/2025Freedom Investment Management Inc.64,566$247K0.0%-27.7%0.000%
5/14/2025ICONIQ Capital LLC87,502$334K0.0%+194.1%0.001%
5/14/2025Smartleaf Asset Management LLC68,998$265K0.0%-14.6%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.109,796$419K0.0%-36.0%0.001%
5/14/2025Compound Planning Inc.179,678$686K0.0%+14.0%0.001%
HIDDEN IN THE BOOK OF GENESIS… (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.

Watch Jim Rickards reveal the Old Testament Wealth Code
5/14/2025Dorsey & Whitney Trust CO LLC120,360$460K0.0%+73.8%0.001%
5/14/2025Legacy Financial Advisors Inc.30,235$115K0.0%-24.1%0.000%
5/14/2025Hsbc Holdings PLC44,339$170K0.0%-13.0%0.000%
5/14/2025Quantbot Technologies LP90,419$345K0.0%-32.2%0.001%
5/13/2025Northern Trust Corp15,487,638$59.16M0.0%-0.7%0.102%
5/13/2025Brooklyn Investment Group85,517$327K0.1%N/A0.001%
5/13/2025Raymond James Financial Inc.4,349,389$16.62M0.0%+5.4%0.029%
5/13/2025Cresset Asset Management LLC18,416$70K0.0%+23.5%0.000%
5/13/2025American Century Companies Inc.7,011,774$26.79M0.0%+6.0%0.046%
5/13/2025Ethic Inc.1,390,416$5.30M0.1%-2.8%0.009%
(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, 437 institutional investors and hedge funds held shares of Lloyds Banking Group. The most heavily invested institutionals were Mondrian Investment Partners LTD ($252.31M), Goldman Sachs Group Inc. ($92.27M), Arrowstreet Capital Limited Partnership ($72.54M), FMR LLC ($60.15M), Clearbridge Investments LLC ($59.17M), Northern Trust Corp ($59.16M), and Dimensional Fund Advisors LP ($44.62M).Learn more on Lloyds Banking Group's institutional investors.

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

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

Which institutional investors have been buying Lloyds Banking Group's stock?

Of the 384 institutional investors that purchased Lloyds Banking Group's 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 ($6.02M), Envestnet Asset Management Inc. ($4.64M), and Raymond James Financial Inc. ($4.35M).

How much institutional buying is happening at Lloyds Banking Group?

Institutional investors have bought a total of 70,049,321 shares in the last 24 months. This purchase volume represents approximately $209.31M in transactions.

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

Of the 165 institutional investors that sold Lloyds Banking Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mondrian Investment Partners LTD ($23.14M), JPMorgan Chase & Co. ($4.35M), Clearbridge Investments LLC ($4.10M), Bank of America Corp DE ($3.10M), Millennium Management LLC ($2.30M), Janney Capital Management LLC ($1.73M), and Dimensional Fund Advisors LP ($1.46M).

How much institutional selling is happening at Lloyds Banking Group?

Institutional investors have sold a total of 51,983,856 shares in the last 24 months. This volume of shares sold represents approximately $157.76M in transactions.



This page (NYSE:LYG) was last updated on 7/26/2025 by MarketBeat.com Staff
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