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Lloyds Banking Group (LYG) Institutional Ownership

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$5.50 +0.09 (+1.57%)
Closing price 03:59 PM Eastern
Extended Trading
$5.46 -0.04 (-0.82%)
As of 04:39 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)
303
Total
Institutional Inflows
(last 12 months)
$677.42M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$255.43M
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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
10/2/2026Versant Capital Management Inc24,533$138K0.0%+45,331.5%0.000%
9/23/2026QRG Capital Management Inc.1,731,571$10.10M0.1%+12.0%0.012%
9/23/2026Envestnet Portfolio Solutions Inc.53,421$311K0.0%+9.0%0.000%
9/23/2026Envestnet Asset Management Inc.12,564,633$73.25M0.0%+2.9%0.087%
9/9/2026Sequoia Financial Advisors LLC117,216$683K0.0%-3.5%0.001%
9/9/2026WINTON GROUP Ltd60,400$352K0.0%-37.0%0.000%
9/9/2026Engineers Gate Manager LP394,145$2.30M0.0%+66.0%0.003%
9/9/2026Integrated Wealth Concepts LLC152,533$889K0.0%-17.5%0.001%
9/9/2026RFG Advisory LLC13,981$82K0.0%N/A0.000%
9/9/2026NewEdge Advisors LLC33,749$197K0.0%+16.4%0.000%
9/9/2026Squarepoint Ops LLC642,950$3.75M0.0%+67.4%0.004%
9/9/2026Baird Financial Group Inc.15,316$89K0.0%-11.7%0.000%
9/8/2026Waverly Advisors LLC14,833$86K0.0%+19.4%0.000%
8/27/2026Corient Private Wealth LP209,500$1.22M0.0%-5.9%0.001%
8/26/2026HighTower Advisors LLC930,231$5.42M0.0%-2.1%0.006%
8/24/2026First Eagle Investment Management LLC7,001,757$40.82M0.0%-5.4%0.048%
8/23/2026Wedmont Private Capital27,983$168K0.0%-16.2%0.000%
8/23/2026HB Wealth Management LLC89,313$521K0.0%+8.6%0.001%
8/23/2026Angeles Wealth Management LLC41,818$244K0.0%+5.1%0.000%
8/22/2026William John Sempolinski73,020$426K0.2%N/A0.001%
8/22/2026TD Waterhouse Canada Inc.1,494,395$8.84M0.0%-15.1%0.010%
8/21/2026Carter Financial Group INC.10,013$58K0.0%-60.0%0.000%
8/21/2026Greenspring Advisors LLC61,884$361K0.0%+4.6%0.000%
8/21/2026Aletheian Wealth Advisors LLC12,114$71K0.0%N/A0.000%
8/21/2026Continuum Advisory LLC37,450$218K0.0%+36.5%0.000%
8/21/2026Tranquilli Financial Advisor LLC83,749$488K0.3%+4.5%0.001%
8/20/2026NINE MASTS CAPITAL Ltd1,384,610$8.07M0.8%N/A0.010%
8/20/2026Two Sigma Securities LLC144,608$843K0.1%N/A0.001%
8/20/2026Benjamin Edwards Inc.86,223$503K0.0%+18.2%0.001%
8/20/2026GTS Securities LLC36,498$213K0.0%+11.1%0.000%
8/20/2026Cookson Peirce & Co. Inc.307,663$1.79M0.1%-5.2%0.002%
8/20/2026Northwestern Mutual Wealth Management Co.80,177$467K0.0%-21.5%0.001%
8/20/2026Greenleaf Trust13,447$78K0.0%+24.2%0.000%
8/19/2026Hsbc Holdings PLC31,168$182K0.0%+14.0%0.000%
8/18/2026Beacon Pointe Advisors LLC20,253$118K0.0%-73.2%0.000%
8/18/2026Empowered Funds LLC356,236$2.08M0.0%+18.3%0.002%
8/18/2026United Capital Financial Advisors LLC126,671$738K0.0%+1.5%0.001%
8/18/2026Equitable Holdings Inc.140,623$820K0.0%+534.4%0.001%
8/17/2026Pure Financial Advisors LLC31,645$184K0.0%+55.9%0.000%
8/17/2026Corient Private Wealth LP208,533$1.22M0.0%-6.4%0.001%
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8/17/2026Permanens Capital L.P.29,174$170K0.0%N/A0.000%
8/17/2026Ausdal Financial Partners Inc.22,233$130K0.0%-37.4%0.000%
8/17/2026Bank of America Corp DE8,005,022$46.67M0.0%+2.9%0.055%
8/6/2026Stonehaven Wealth & Tax Solutions LLC28,491$166K0.1%N/A0.000%
7/10/2026Fiduciary Financial Group LLC18,028$105K0.0%+11.7%0.000%
7/10/2026Paladin Wealth LLC23,982$140K0.1%+16.3%0.000%
7/9/2026HF Advisory Group LLC445,833$2.60M0.8%+14.8%0.003%
7/9/2026Aletheian Wealth Advisors LLC12,114$71K0.0%N/A0.000%
7/9/2026Valeo Financial Advisors LLC54,451$317K0.0%+18.6%0.000%
7/8/2026Gradient Investments LLC1,038,552$6.06M0.1%+5.9%0.007%
7/8/2026Trust Point Inc.65,773$383K0.0%+23.9%0.000%
7/8/2026Cooper Financial Group38,086$222K0.0%+56.2%0.000%
7/8/202655 North Private Wealth LLC22,007$128K0.0%-11.3%0.000%
7/7/2026Dynamic Advisor Solutions LLC14,256$83K0.0%+36.8%0.000%
7/7/2026Baron Wealth Management LLC17,301$101K0.0%+63.6%0.000%
7/7/2026GAMMA Investing LLC95,365$556K0.0%+12.3%0.001%
7/7/2026Avior 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%
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%
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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%


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 465 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), Millennium Management LLC ($7.32M), and JPMorgan Chase & Co. ($4.81M).

Institutional investors have bought a total of 142,380,175 shares in the last 24 months. This purchase volume represents approximately $677.42M in transactions.

Of the 140 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 ($16.22M), Mondrian Investment Partners LTD ($6.79M), UBS Group AG ($5.59M), Renaissance Technologies LLC ($4.65M), Morgan Stanley ($1.78M), Bank of America Corp DE ($1.64M), and Dimensional Fund Advisors LP ($1.11M).

Institutional investors have sold a total of 49,852,730 shares in the last 24 months. This volume of shares sold represents approximately $255.43M in transactions.



Institutional ownership data for NYSE:LYG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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