Free Trial

Lloyds Banking Group (LYG) Institutional Ownership

Lloyds Banking Group logo
$5.16 -0.02 (-0.29%)
As of 03:17 PM Eastern
This is a fair market value price provided by Massive. 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)
335
Total
Institutional Inflows
(last 12 months)
$1.34B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$317.35M
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/14/2026Aspen Grove Capital LLC40,002$201K0.0%N/A0.000%
5/14/2026Bank of Nova Scotia81,665$411K0.0%-9.3%0.001%
5/14/2026Gibbs Wealth Management120,811$608K0.1%+324.8%0.001%
5/14/2026Sei Investments Co.688,345$3.46M0.0%+5.6%0.005%
5/14/2026Lido Advisors LLC66,573$335K0.0%+4.0%0.000%
5/13/2026Cetera Investment Advisers1,970,659$9.91M0.0%+9.6%0.013%
5/13/2026Aureus Asset Management LLC16,186$81K0.0%N/A0.000%
5/13/2026NewEdge Wealth LLC409,053$2.06M0.0%-15.5%0.003%
5/13/2026First Trust Advisors LP512,729$2.58M0.0%-2.7%0.003%
5/12/2026 Chase Investment Counsel Corp25,181$126K0.0%N/A0.000%
5/12/2026 CacheTech Inc.28,246$142K0.0%N/A0.000%
5/8/2026 PNC Financial Services Group Inc.482,149$2.43M0.0%+70.7%0.003%
5/7/2026 Earned Wealth Advisors LLC17,385$87K0.0%+30.1%0.000%
5/7/2026 WCM Investment Management LLC26,548,234$128.23M0.3%N/A0.180%
5/7/2026 Dimensional Fund Advisors LP12,830,337$64.54M0.0%-1.4%0.087%
5/7/2026 Parallel Advisors LLC70,747$356K0.0%+17.6%0.000%
5/7/2026 Koss Olinger Consulting LLC228,783$1.15M0.1%-1.1%0.002%
5/6/2026 Cornerstone Planning Group LLC5,137$27K0.0%+131.2%0.000%
5/6/2026 Assetmark Inc.3,849,993$19.37M0.0%+12.7%0.026%
5/6/2026 Gallacher Capital Management LLC164,292$826K0.3%+1.5%0.001%
5/6/2026 Angeles Wealth Management LLC39,787$200K0.0%+93.2%0.000%
5/6/2026 Bessemer Group Inc.270,401$1.36M0.0%+3,092.8%0.002%
5/6/2026 Allspring Global Investments Holdings LLC186,022$970K0.0%+19.0%0.001%
5/5/2026 D.A. Davidson & CO.50,123$252K0.0%+125.4%0.000%
5/5/2026 Bank of New York Mellon Corp953,414$4.80M0.0%-42.1%0.006%
5/5/2026 Sanctuary Advisors LLC220,173$1.11M0.0%+12.9%0.001%
5/5/2026 Checchi Capital Advisers LLC48,315$243K0.0%-7.7%0.000%
5/4/2026 ABC Arbitrage SA30,910$155K0.0%N/A0.000%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management32,634$164K0.0%+34.3%0.000%
5/4/2026 Bleakley Financial Group LLC40,305$203K0.0%N/A0.000%
5/2/2026 Anchor Investment Management LLC50,500$254K0.0%-6.5%0.000%
5/2/2026 Arlington Capital Management Inc.56,043$282K0.2%+4.7%0.000%
5/1/2026 Fifth Third Bancorp32,356$163K0.0%+214.1%0.000%
5/1/2026 American Trust25,825$130K0.0%N/A0.000%
5/1/2026 Advisors Management Group Inc. ADV25,691$129K0.0%+27.5%0.000%
5/1/2026 Simplicity Wealth LLC14,289$72K0.0%-13.6%0.000%
5/1/2026 Sequoia Financial Advisors LLC121,470$611K0.0%+6.2%0.001%
4/30/2026 Equitable Trust Co.378,991$1.91M0.1%N/A0.003%
4/30/2026 Hsbc Holdings PLC27,341$138K0.0%+68.4%0.000%
4/30/2026 Kestra Advisory Services LLC27,032$136K0.0%-45.0%0.000%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
4/30/2026 Personal CFO Solutions LLC119,159$599K0.1%+507.5%0.001%
4/30/2026 Quantum Portfolio Management LLC62,279$313K0.0%N/A0.000%
4/29/2026 Marino Stram & Associates LLC151,840$764K0.1%+3.7%0.001%
4/29/2026 Flatrock Wealth Partners LLC24,463$123K0.1%N/A0.000%
4/29/2026 Jackson Thornton Wealth Management LLC36,965$203K0.0%+47.0%0.000%
4/29/2026 Resonant Capital Advisors LLC15,130$76K0.0%N/A0.000%
4/28/2026 Kathmere Capital Management LLC165,585$833K0.1%-1.4%0.001%
4/28/2026 Abel Hall LLC90,523$455K0.1%+8.6%0.001%
4/28/2026 Revisor Wealth Management LLC246,146$1.24M0.3%-2.5%0.002%
4/28/2026 V Square Quantitative Management LLC22,528$113K0.0%+54.3%0.000%
4/28/2026 QRG Capital Management Inc.1,546,048$7.78M0.1%+8.8%0.010%
4/27/2026 HB Wealth Management LLC82,263$414K0.0%+25.1%0.001%
4/27/2026 World Investment Advisors49,055$247K0.0%+43.2%0.000%
4/27/2026 Private Advisor Group LLC259,178$1.30M0.0%-5.3%0.002%
4/27/2026 Optas LLC32,412$163K0.0%-9.0%0.000%
4/27/2026 Elevation Point Wealth Partners LLC365,056$1.84M0.0%+360.0%0.002%
4/25/2026 Livet Wealth LLC24,931$125K0.1%-10.8%0.000%
4/25/2026 Keybank National Association OH184,137$926K0.0%+198.6%0.001%
4/25/2026 Sage Investment Counsel LLC18,700$94K0.1%-24.6%0.000%
4/24/2026 Twin City Private Wealth LLC350,118$1.76M1.3%+3.5%0.002%
4/23/2026 Traub Capital Management LLC53,050$267K0.3%-9.1%0.000%
4/23/2026 Drucker Wealth 3.0 LLC105,461$530K0.1%-8.5%0.001%
4/22/2026 Patriot Financial Group Insurance Agency LLC390,092$1.96M0.1%+116.4%0.003%
4/22/2026 Janney Montgomery Scott LLC3,113,464$15.66M0.0%+2,413.7%0.021%
4/22/2026 Venturi Wealth Management LLC30,553$154K0.0%N/A0.000%
4/21/2026 HF Advisory Group LLC388,376$1.95M0.7%-7.8%0.003%
4/21/2026 SmartHarvest Portfolios LLC64,156$323K0.1%+9.6%0.000%
4/21/2026 Aaron Wealth Advisors LLC190,138$956K0.1%+14.3%0.001%
4/20/2026 Ritholtz Wealth Management1,048,126$5.27M0.1%+5.3%0.007%
4/20/2026 Tanager Wealth Management LLP13,170$66K0.0%N/A0.000%
4/20/2026 BTC Capital Management Inc.414,883$2.09M0.1%+19.2%0.003%
4/20/2026 Blue Trust Inc.128,361$646K0.0%+2.7%0.001%
4/17/2026 Anchyra Partners LLC54,882$276K0.1%+6.5%0.000%
4/17/2026 Brookstone Capital Management86,176$433K0.0%+69.7%0.001%
4/16/2026 SG Americas Securities LLC25,398$128K0.0%N/A0.000%
4/16/2026 Warren Street Wealth Advisors LLC19,177$96K0.0%+19.2%0.000%
4/16/2026 Park National Corp OH17,887$90K0.0%N/A0.000%
4/16/2026 Paladin Wealth LLC20,612$104K0.1%N/A0.000%
3/23/2026 J. Derek Lewis & Associates Inc.15,000$80K0.0%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.921,703$4.89M0.0%+0.8%0.006%
3/13/2026 World Investment Advisors34,249$182K0.0%+21.1%0.000%
3/4/2026 Pure Financial Advisors LLC14,659$78K0.0%N/A0.000%
3/3/2026 Caitong International Asset Management Co. Ltd17,520$93K0.0%N/A0.000%
2/26/2026 Anchor Investment Management LLC54,000$286K0.0%-18.2%0.000%
2/23/2026Virtu Financial LLC53,006$281K0.0%N/A0.000%
2/19/2026Van Diest Capital LLC26,725$142K0.2%N/A0.000%
2/19/2026Compound Planning Inc.498,691$2.64M0.1%+34.6%0.003%
2/19/2026 Invesco Ltd.283,297$1.50M0.0%+15.6%0.002%
2/19/2026Corient Private Wealth LLC306,535$1.62M0.0%+72.9%0.002%
2/18/2026 Virtue Capital Management LLC23,720$128K0.0%+1,655.7%0.000%
NNVC FDA = New Momentum Wave! (Ad)

NanoViricides (NYSE: NNVC) just received FDA Orphan Drug Designation for its antiviral NV-387, targeting measles at a time when no approved antiviral treatments exist and cases are resurging globally. Beyond measles, NV-387 is designed as a broad-spectrum platform targeting RSV, influenza, coronaviruses, Mpox, and more - giving NNVC exposure to multiple large markets as Phase II trials advance.tc pixel

See why this FDA milestone could be a catalyst for NNVC
2/18/2026Papamarkou Wellner Asset Management inc.104,100$552K0.3%+2.0%0.001%
2/18/2026Vident Advisory LLC399,308$2.12M0.0%-13.9%0.003%
2/18/2026EP Wealth Advisors LLC29,140$154K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC29,544$157K0.0%+34.4%0.000%
2/18/2026Empowered Funds LLC254,327$1.35M0.0%N/A0.002%
2/18/2026XTX Topco Ltd565,549$3.00M0.1%+378.8%0.004%
2/18/2026SPWM Advisors LLC32,071$170K0.2%N/A0.000%
2/18/2026OLD Mission Capital LLC104,383$553K0.0%N/A0.001%
2/18/2026Palisade Capital Management LP11,553$61K0.0%N/A0.000%
2/18/2026 Evolve Private Wealth LLC48,409$257K0.0%N/A0.000%


LYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 522 institutional investors and hedge funds held shares of Lloyds Banking Group. The most heavily invested institutionals were Fisher Asset Management LLC ($801.67M), L1 Capital Pty Ltd ($548.57M), Mondrian Investment Partners LTD ($296.73M), Goldman Sachs Group Inc. ($130.61M), WCM Investment Management LLC ($128.23M), Morgan Stanley ($125.53M), and Arrowstreet Capital Limited Partnership ($86.52M).Learn more on Lloyds Banking Group's institutional investors.

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

Of the 472 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: L1 Capital Pty Ltd ($129.08M), Mondrian Investment Partners LTD ($62.78M), WCM Investment Management LLC ($26.55M), Fisher Asset Management LLC ($19.14M), CIBC Bancorp USA Inc. ($14.08M), Clearbridge Investments LLC ($13.28M), and Millennium Management LLC ($7.32M).

Institutional investors have bought a total of 299,807,444 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

Of the 171 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: Arrowstreet Capital Limited Partnership ($17.05M), Mondrian Investment Partners LTD ($6.79M), UBS Group AG ($5.59M), Renaissance Technologies LLC ($4.65M), Bank of America Corp DE ($2.82M), Raymond James Financial Inc. ($2.51M), and Envestnet Asset Management Inc. ($2.09M).

Institutional investors have sold a total of 66,733,786 shares in the last 24 months. This volume of shares sold represents approximately $317.35M in transactions.



This page (NYSE:LYG) was last updated on 5/14/2026 by MarketBeat.com Staff.
From Our Partners