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Lloyds Banking Group (LYG) Institutional Ownership

Lloyds Banking Group logo
$5.35 -0.08 (-1.45%)
Closing price 03:58 PM Eastern
Extended Trading
$5.31 -0.04 (-0.77%)
As of 07:39 PM 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)
333
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$370.81M
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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
6/3/2026 Parallel Advisors LLC70,747$356K0.0%+17.6%0.000%
6/1/2026 Keel Point LLC27,462$138K0.0%-24.0%0.000%
5/26/2026 Glenmede Trust Co. NA313,887$1.58M0.0%+156.5%0.002%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada1,202,823$6.05M0.0%+12.0%0.008%
5/18/2026 Empowered Funds LLC301,065$1.51M0.0%+18.4%0.002%
5/16/2026 Quantinno Capital Management LP15,928$80K0.0%-77.2%0.000%
5/15/2026 Gateway Wealth Partners LLC33,237$167K0.0%N/A0.000%
5/15/2026 Van Diest Capital LLC126,384$636K0.5%+372.9%0.001%
5/15/2026 Waverly Advisors LLC12,423$62K0.0%+20.8%0.000%
5/15/2026 Epoch Investment Partners Inc.24,694$124K0.0%+99.6%0.000%
5/14/2026 Renaissance 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%
5/14/2026 Compound Planning Inc.504,501$2.54M0.1%+1.2%0.003%
5/14/2026 Keebeck Wealth Management27,387$138K0.0%N/A0.000%
5/14/2026 Arrowstreet Capital Limited Partnership6,871,500$34.56M0.0%-57.9%0.047%
5/14/2026 Aspen Grove Capital LLC40,002$201K0.0%N/A0.000%
5/14/2026 Bank of Nova Scotia81,665$411K0.0%-9.3%0.001%
5/14/2026 Gibbs Wealth Management120,811$608K0.1%+324.8%0.001%
5/14/2026 Sei Investments Co.688,345$3.46M0.0%+5.6%0.005%
5/14/2026 Lido Advisors LLC66,573$335K0.0%+4.0%0.000%
5/13/2026 Cetera Investment Advisers1,970,659$9.91M0.0%+9.6%0.013%
5/13/2026 Aureus Asset Management LLC16,186$81K0.0%N/A0.000%
5/13/2026 NewEdge Wealth LLC409,053$2.06M0.0%-15.5%0.003%
5/13/2026 First 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%
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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%
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%
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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%
3/17/2026 Rockefeller 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%


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 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 471 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 297,933,134 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 77,345,282 shares in the last 24 months. This volume of shares sold represents approximately $370.81M in transactions.



This page (NYSE:LYG) was last updated on 6/3/2026 by MarketBeat.com Staff.
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