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Lloyds Banking Group (LYG) Institutional Ownership

Lloyds Banking Group logo
$6.24 +0.07 (+1.05%)
As of 11:57 AM Eastern
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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)
318
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$350.29M
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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
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%
5/18/2026 EverSource 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%
5/14/2026 Morningstar 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%
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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%
5/6/2026 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%
5/6/2026Bessemer 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%
5/5/2026 D.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%
5/4/2026 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%
5/4/2026Bleakley Financial Group LLC40,305$203K0.0%N/A0.000%
5/2/2026Anchor Investment Management LLC50,500$254K0.0%-6.5%0.000%
5/2/2026 Arlington 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%
5/1/2026 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%
4/30/2026Hsbc Holdings PLC27,341$138K0.0%+68.4%0.000%
4/30/2026 Kestra 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%
4/29/2026 Marino 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%
4/29/2026 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%
4/27/2026World 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%
4/27/2026Elevation 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%
4/24/2026Twin City Private Wealth LLC350,118$1.76M1.3%+3.5%0.002%
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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%
4/22/2026Janney 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%
4/21/2026SmartHarvest Portfolios LLC64,156$323K0.1%+9.6%0.000%
4/21/2026 Aaron Wealth Advisors LLC190,138$956K0.1%+14.3%0.001%
4/20/2026Ritholtz Wealth Management1,048,126$5.27M0.1%+5.3%0.007%
4/20/2026 Tanager Wealth Management LLP13,170$66K0.0%N/A0.000%


LYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 518 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 464 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 295,520,741 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

Of the 157 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 Balyasny Asset Management L.P. ($2.04M).

Institutional investors have sold a total of 72,516,478 shares in the last 24 months. This volume of shares sold represents approximately $350.29M in transactions.


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This page (NYSE:LYG) was last updated on 8/3/2026 by MarketBeat.com Staff.
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