Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free LYG Stock Alerts

Lloyds Banking Group (LYG) Institutional Ownership

Lloyds Banking Group logo
$5.89 -0.11 (-1.82%)
Closing price 07/13/2026 03:59 PM Eastern
Extended Trading
$5.83 -0.06 (-1.02%)
As of 04:35 AM 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 Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
2.15%
Number of
Institutional Buyers
(last 12 months)
332
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$369.27M
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.

Subscribe Now
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Fiduciary Financial Group LLC18,028$105K0.0%+11.7%0.000%
7/10/2026 Paladin Wealth LLC23,982$140K0.1%+16.3%0.000%
7/9/2026 HF Advisory Group LLC445,833$2.60M0.8%+14.8%0.003%
7/9/2026 Aletheian Wealth Advisors LLC12,114$71K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC54,451$317K0.0%+18.6%0.000%
7/8/2026 Gradient Investments LLC1,038,552$6.06M0.1%+5.9%0.007%
7/8/2026 Trust Point Inc.65,773$383K0.0%+23.9%0.000%
7/8/2026 Cooper Financial Group38,086$222K0.0%+56.2%0.000%
7/8/2026 55 North Private Wealth LLC22,007$128K0.0%-11.3%0.000%
7/7/2026 Dynamic Advisor Solutions LLC14,256$83K0.0%+36.8%0.000%
7/7/2026 Baron Wealth Management LLC17,301$101K0.0%+63.6%0.000%
7/7/2026 GAMMA Investing LLC95,365$556K0.0%+12.3%0.001%
7/7/2026 Avior Wealth Management LLC26,128$152K0.0%+78.1%0.000%
6/3/2026Parallel Advisors LLC70,747$356K0.0%+17.6%0.000%
6/1/2026Keel Point LLC27,462$138K0.0%-24.0%0.000%
5/26/2026Glenmede Trust Co. NA313,887$1.58M0.0%+156.5%0.002%
5/19/2026Bank of America Corp DE7,782,712$39.15M0.0%-13.9%0.053%
5/18/2026EverSource Wealth Advisors LLC109,264$550K0.0%+30.0%0.001%
5/18/2026Royal Bank of Canada1,202,823$6.05M0.0%+12.0%0.008%
5/18/2026Empowered Funds LLC301,065$1.51M0.0%+18.4%0.002%
5/16/2026Quantinno Capital Management LP15,928$80K0.0%-77.2%0.000%
5/15/2026Gateway Wealth Partners LLC33,237$167K0.0%N/A0.000%
5/15/2026Van Diest Capital LLC126,384$636K0.5%+372.9%0.001%
5/15/2026Waverly Advisors LLC12,423$62K0.0%+20.8%0.000%
5/15/2026Epoch Investment Partners Inc.24,694$124K0.0%+99.6%0.000%
5/14/2026Renaissance Technologies LLC2,528,180$12.72M0.0%+386.4%0.017%
5/14/2026Morningstar Investment Management LLC15,050$76K0.0%-30.6%0.000%
5/14/2026Compound Planning Inc.504,501$2.54M0.1%+1.2%0.003%
5/14/2026Keebeck Wealth Management27,387$138K0.0%N/A0.000%
5/14/2026Arrowstreet Capital Limited Partnership6,871,500$34.56M0.0%-57.9%0.047%
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%
5/12/2026Chase Investment Counsel Corp25,181$126K0.0%N/A0.000%
Trump’s $250 Bill – See Immediately (Ad)

Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in modern history - larger than Paul Tudor Jones' Black Monday bet and Michael Burry's $700 million Big Short. While most investors chase AI stocks, insiders including Ray Dalio and Tudor Jones have quietly repositioned. The last comparable shock sent certain stocks up 2,464%, 2,778%, and even 13,000% - turning a $10,000 stake into over $1.3 million. Dr. Eifrig has identified one stock at the center of this story and released a free broadcast to help investors act before the window closes.tc pixel

Watch the free broadcast now and learn where to position your money
5/12/2026CacheTech Inc.28,246$142K0.0%N/A0.000%
5/8/2026PNC Financial Services Group Inc.482,149$2.43M0.0%+70.7%0.003%
5/7/2026Earned Wealth Advisors LLC17,385$87K0.0%+30.1%0.000%
5/7/2026WCM Investment Management LLC26,548,234$128.23M0.3%N/A0.180%
5/7/2026Dimensional Fund Advisors LP12,830,337$64.54M0.0%-1.4%0.087%
5/7/2026Parallel Advisors LLC70,747$356K0.0%+17.6%0.000%
5/7/2026Koss Olinger Consulting LLC228,783$1.15M0.1%-1.1%0.002%
5/6/2026Cornerstone Planning Group LLC5,137$27K0.0%+131.2%0.000%
5/6/2026Assetmark Inc.3,849,993$19.37M0.0%+12.7%0.026%
5/6/2026Gallacher Capital Management LLC164,292$826K0.3%+1.5%0.001%
5/6/2026Angeles Wealth Management LLC39,787$200K0.0%+93.2%0.000%
5/6/2026Bessemer Group Inc.270,401$1.36M0.0%+3,092.8%0.002%
5/6/2026Allspring Global Investments Holdings LLC186,022$970K0.0%+19.0%0.001%
5/5/2026D.A. Davidson & CO.50,123$252K0.0%+125.4%0.000%
5/5/2026Bank of New York Mellon Corp953,414$4.80M0.0%-42.1%0.006%
5/5/2026Sanctuary Advisors LLC220,173$1.11M0.0%+12.9%0.001%
5/5/2026Checchi Capital Advisers LLC48,315$243K0.0%-7.7%0.000%
5/4/2026ABC Arbitrage SA30,910$155K0.0%N/A0.000%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management32,634$164K0.0%+34.3%0.000%
5/4/2026Bleakley Financial Group LLC40,305$203K0.0%N/A0.000%
5/2/2026Anchor Investment Management LLC50,500$254K0.0%-6.5%0.000%
5/2/2026Arlington Capital Management Inc.56,043$282K0.2%+4.7%0.000%
5/1/2026Fifth Third Bancorp32,356$163K0.0%+214.1%0.000%
5/1/2026American Trust25,825$130K0.0%N/A0.000%
5/1/2026Advisors Management Group Inc. ADV25,691$129K0.0%+27.5%0.000%
5/1/2026Simplicity Wealth LLC14,289$72K0.0%-13.6%0.000%
5/1/2026Sequoia Financial Advisors LLC121,470$611K0.0%+6.2%0.001%
4/30/2026Equitable Trust Co.378,991$1.91M0.1%N/A0.003%
4/30/2026Hsbc Holdings PLC27,341$138K0.0%+68.4%0.000%
4/30/2026Kestra Advisory Services LLC27,032$136K0.0%-45.0%0.000%
4/30/2026Personal CFO Solutions LLC119,159$599K0.1%+507.5%0.001%
4/30/2026Quantum Portfolio Management LLC62,279$313K0.0%N/A0.000%
4/29/2026Marino Stram & Associates LLC151,840$764K0.1%+3.7%0.001%
4/29/2026Flatrock Wealth Partners LLC24,463$123K0.1%N/A0.000%
4/29/2026Jackson Thornton Wealth Management LLC36,965$203K0.0%+47.0%0.000%
4/29/2026Resonant Capital Advisors LLC15,130$76K0.0%N/A0.000%
4/28/2026Kathmere Capital Management LLC165,585$833K0.1%-1.4%0.001%
4/28/2026Abel Hall LLC90,523$455K0.1%+8.6%0.001%
4/28/2026Revisor Wealth Management LLC246,146$1.24M0.3%-2.5%0.002%
4/28/2026V Square Quantitative Management LLC22,528$113K0.0%+54.3%0.000%
4/28/2026QRG Capital Management Inc.1,546,048$7.78M0.1%+8.8%0.010%
4/27/2026HB Wealth Management LLC82,263$414K0.0%+25.1%0.001%
4/27/2026World Investment Advisors49,055$247K0.0%+43.2%0.000%
4/27/2026Private Advisor Group LLC259,178$1.30M0.0%-5.3%0.002%
4/27/2026Optas LLC32,412$163K0.0%-9.0%0.000%
4/27/2026Elevation Point Wealth Partners LLC365,056$1.84M0.0%+360.0%0.002%
4/25/2026Livet Wealth LLC24,931$125K0.1%-10.8%0.000%
4/25/2026Keybank National Association OH184,137$926K0.0%+198.6%0.001%
4/25/2026Sage Investment Counsel LLC18,700$94K0.1%-24.6%0.000%
4/24/2026Twin City Private Wealth LLC350,118$1.76M1.3%+3.5%0.002%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
4/23/2026Traub Capital Management LLC53,050$267K0.3%-9.1%0.000%
4/23/2026Drucker Wealth 3.0 LLC105,461$530K0.1%-8.5%0.001%
4/22/2026Patriot Financial Group Insurance Agency LLC390,092$1.96M0.1%+116.4%0.003%
4/22/2026Janney Montgomery Scott LLC3,113,464$15.66M0.0%+2,413.7%0.021%
4/22/2026Venturi Wealth Management LLC30,553$154K0.0%N/A0.000%
4/21/2026 HF Advisory Group LLC388,376$1.95M0.7%-7.8%0.003%
4/21/2026SmartHarvest Portfolios LLC64,156$323K0.1%+9.6%0.000%
4/21/2026Aaron Wealth Advisors LLC190,138$956K0.1%+14.3%0.001%
4/20/2026Ritholtz Wealth Management1,048,126$5.27M0.1%+5.3%0.007%
4/20/2026Tanager Wealth Management LLP13,170$66K0.0%N/A0.000%


LYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 523 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 CIBC Private Wealth Group LLC ($78.46M).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 297,936,936 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

Of the 172 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 ($26.50M), Mondrian Investment Partners LTD ($6.79M), UBS Group AG ($5.59M), Renaissance Technologies LLC ($4.65M), Bank of America Corp DE ($4.08M), Raymond James Financial Inc. ($2.51M), and Envestnet Asset Management Inc. ($2.09M).

Institutional investors have sold a total of 77,103,352 shares in the last 24 months. This volume of shares sold represents approximately $369.79M in transactions.


Related Companies

This page (NYSE:LYG) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump’s $250 Bill – See Immediately
Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in mod...
Stansberry Research | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
They told you not to miss this one
The largest companies in the SP 500 are now more overvalued relative to fundamentals than they were at the abs...
Thor Metals | Sponsoredtc pixel
Forget SpaceX, this is Elon’s Next Breakthrough
Jeff Brown and Marc Chaikin - two investors who called Nvidia a decade ago - say Elon Musk's newly filed AI pa...
Brownstone Research | Sponsoredtc pixel
When I found Rolls-Royce under $2, most people thought I was crazy
In 2022, Karim Rahemtulla recommended Rolls-Royce when it traded under $2. The stock climbed more than 1,100% ...
Monument Traders Alliance | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel