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Lloyds Banking Group (LYG) Institutional Ownership

+0.07 (+2.60%)
(As of 04:10 PM ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
6/11/2024 EverSource Wealth Advisors LLC16,072$41K0.0%+44.6%0.000%
5/24/2024 Cetera Advisors LLC272,764$706K0.0%+14.0%0.002%
5/24/2024 Cetera Investment Advisers1,214,920$3.15M0.0%+1,653.7%0.008%
5/20/2024 Virtu Financial LLC895,221$2.32M0.2%+553.5%0.006%
5/17/2024 Semmax Financial Advisors Inc.795,634$2.21M0.7%-13.6%0.005%
5/17/2024 Coppell Advisory Solutions Corp.14,392$37K0.0%N/A0.000%
5/15/2024 Ascent Group LLC30,300$78K0.0%+165.2%0.000%
5/15/2024 Earnest Partners LLC82,504$214K0.0%-8.0%0.001%
5/15/2024 SVB Wealth LLC51,658$134K0.0%+13.1%0.000%
5/15/2024 Mount Yale Investment Advisors LLC191,614$496K0.0%N/A0.001%
5/14/2024 Rodgers Brothers Inc.39,000$101K0.0%+18.2%0.000%
5/14/2024 OLD Mission Capital LLC1,621,375$4.20M0.1%-27.7%0.010%
5/14/2024 CreativeOne Wealth LLC47,224$122K0.0%+166.2%0.000%
5/14/2024 Pitcairn Co.62,089$161K0.0%N/A0.000%
5/14/2024 Lake Street Advisors Group LLC59,102$153K0.0%+15.1%0.000%
5/13/2024 O Shaughnessy Asset Management LLC2,833,546$7.34M0.1%+195.8%0.018%
5/10/2024 Blue Barn Wealth LLC35,044$91K0.1%N/A0.000%
5/9/2024 ProVise Management Group LLC23,801$62K0.0%-27.4%0.000%
5/9/2024 First Eagle Investment Management LLC4,060,740$10.52M0.0%+9.2%0.025%
5/9/2024 D Orazio & Associates Inc.15,481$40K0.0%+42.4%0.000%
5/8/2024 Great Diamond Partners LLC26,344$68K0.0%-13.5%0.000%
5/8/2024 Avantax Advisory Services Inc.292,670$758K0.0%+49.0%0.002%
5/8/2024 US Bancorp DE406,443$1.05M0.0%+25.6%0.003%
5/8/2024 Russell Investments Group Ltd.26,453$69K0.0%+138.2%0.000%
5/7/2024 Sei Investments Co.663,745$1.72M0.0%+5.1%0.004%
5/7/2024 Atomi Financial Group Inc.85,187$221K0.0%+92.0%0.001%
5/7/2024Susquehanna International Securities Ltd.11,693$30K0.0%N/A0.000%
5/7/2024 CarsonAllaria Wealth Management Ltd.55,012$142K0.1%-13.0%0.000%
5/7/2024 Mondrian Investment Partners LTD89,948,537$232.97M3.3%+39.2%0.565%
5/7/2024 Oppenheimer Asset Management Inc.643,240$1.67M0.0%-1.7%0.004%
5/7/2024 Retirement Planning Co of New England Inc.19,046$49K0.0%N/A0.000%
5/6/2024 Quantbot Technologies LP240,532$623K0.0%-16.9%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.196,875$510K0.0%-22.6%0.001%
5/6/2024 Bard Financial Services Inc.2,536,805$6.57M0.7%+5.3%0.016%
5/3/2024 Catalina Capital Group LLC16,150$42K0.0%N/A0.000%
5/3/2024 Callan Capital LLC51,918$134K0.0%+28.1%0.000%
5/3/2024 Rehmann Capital Advisory Group23,732$61K0.0%-45.1%0.000%
5/1/2024 Janney Capital Management LLC5,024,685$13.01M0.9%+2.0%0.032%
5/1/2024 Janney Montgomery Scott LLC266,603$691K0.0%+19.3%0.002%
5/1/2024 Prosperity Consulting Group LLC87,958$228K0.0%+86.5%0.001%
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5/1/2024 Sequoia Financial Advisors LLC57,392$149K0.0%-82.6%0.000%
4/30/2024 Private Advisor Group LLC187,999$487K0.0%-11.2%0.001%
4/30/2024 Allspring Global Investments Holdings LLC33,552$87K0.0%N/A0.000%
4/26/2024 Advisors Management Group Inc. ADV1,067,408$2.77M0.7%-0.8%0.007%
4/26/2024 Mesirow Financial Investment Management Inc.1,003,630$2.60M0.1%N/A0.006%
4/25/2024 Aaron Wealth Advisors LLC93,948$243K0.0%N/A0.001%
4/25/2024 Valeo Financial Advisors LLC47,135$120K0.0%+18.2%0.000%
4/24/2024 Simplicity Wealth LLC19,566$51K0.0%N/A0.000%
4/23/2024 BSW Wealth Partners45,268$117K0.0%-52.5%0.000%
4/23/2024 Global Retirement Partners LLC358,192$928K0.0%+8.3%0.002%
4/23/2024 Fifth Third Bancorp13,283$34K0.0%+53.9%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.623,707$1.62M0.0%-9.0%0.004%
4/22/2024 HF Advisory Group LLC167,883$435K0.2%N/A0.001%
4/22/2024 PFG Investments LLC11,294$29K0.0%N/A0.000%
4/19/2024 Legacy Wealth Asset Management LLC200,529$519K0.1%+3.3%0.001%
4/19/2024 First Trust Direct Indexing L.P.256,913$665K0.0%-17.1%0.002%
4/18/2024 Naviter Wealth LLC354,858$919K0.2%+28.3%0.002%
4/18/2024 Allspring Global Investments Holdings LLC33,552$87K0.0%N/A0.000%
4/18/2024 AlphaMark Advisors LLC22,867$59K0.0%+97.9%0.000%
4/18/2024 Breakwater Capital Group14,729$38K0.0%-22.1%0.000%
4/18/2024 Optas LLC48,448$125K0.0%-19.9%0.000%
4/17/2024 Vicus Capital30,483$79K0.0%N/A0.000%
4/16/2024Kathmere Capital Management LLC89,069$231K0.0%+153.5%0.001%
4/16/2024 Cypress Wealth Services LLC93,049$241K0.1%-12.9%0.001%
4/15/2024 Brookstone Capital Management38,516$100K0.0%+12.1%0.000%
4/11/2024 Ballentine Partners LLC105,634$274K0.0%+33.6%0.001%
4/11/2024 Cooper Financial Group16,932$44K0.0%N/A0.000%
4/11/2024 Salem Investment Counselors Inc.12,500$32K0.0%-65.9%0.000%
4/11/2024 O Keefe Stevens Advisory Inc.56,491$146K0.0%+67.4%0.000%
4/11/2024 &PARTNERS24,114$62K0.0%N/A0.000%
4/10/2024 Sterling Financial Group Inc.20,203$52K0.0%+57.2%0.000%
4/10/2024 Marcum Wealth LLC71,240$185K0.0%-11.0%0.000%
4/10/2024 Aprio Wealth Management LLC47,613$123K0.0%+71.5%0.000%
4/10/2024 Park Avenue Securities LLC131,417$340K0.0%+5.8%0.001%
4/10/2024 Bruce G. Allen Investments LLC61,412$159K0.1%+6.9%0.000%
4/5/2024 GAMMA Investing LLC24,976$65K0.0%+21.7%0.000%
4/5/2024 CWM LLC51,514$133K0.0%+133.4%0.000%
4/3/2024 Timber Creek Capital Management LLC1,366,230$3.54M1.1%+3.6%0.009%
3/26/2024 HighPoint Advisor Group LLC43,748$113K0.0%N/A0.000%
3/22/2024 PNC Financial Services Group Inc.253,216$605K0.0%-87.9%0.002%
3/19/2024 Warren Street Wealth Advisors LLC12,328$29K0.0%N/A0.000%
3/13/2024 Sivia Capital Partners LLC68,572$164K0.1%N/A0.000%
3/6/2024 SageView Advisory Group LLC40,601$97K0.0%N/A0.000%
3/5/2024 Fisher Asset Management LLC12,690$30K0.0%-34.3%0.000%
3/1/2024 Goldman Sachs Group Inc.22,166,362$52.98M0.0%+5.6%0.139%
2/28/2024 Abel Hall LLC17,624$42K0.0%N/A0.000%
2/26/2024 Virtu Financial LLC136,993$327K0.0%N/A0.001%
2/16/2024 DRW Securities LLC647,536$1.55M0.0%-10.7%0.004%
2/13/2024 Morningstar Investment Services LLC21,147,627$50.97M0.3%+96.9%0.133%
2/13/2024 Exencial Wealth Advisors LLC11,704$28K0.0%N/A0.000%
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2/13/2024 Crossmark Global Holdings Inc.5,100,518$12.19M0.3%-3.0%0.032%
2/13/2024 Tower Research Capital LLC TRC22,801$54K0.0%-73.6%0.000%
2/13/2024 Optiver Holding B.V.2,368,229$5.75M0.0%-63.8%0.015%
2/13/2024 CIBC Private Wealth Group LLC29,696,591$70.98M0.1%+149.9%0.187%
2/13/2024 Prudent Man Advisors LLC41,663$100K0.0%-15.5%0.000%
2/12/2024 Eagle Asset Management Inc.141,929$339K0.0%-4.3%0.001%
2/12/2024 Qtron Investments LLC369,351$883K0.1%+272.2%0.002%
2/12/2024 Dorsey & Whitney Trust CO LLC50,772$121K0.0%-9.2%0.000%
2/12/2024 WorthPointe LLC12,913$31K0.0%N/A0.000%
2/12/2024 Capstone Investment Advisors LLC52,993$127K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

LYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LYG shares?

During the previous two years, 314 institutional investors and hedge funds held shares of Lloyds Banking Group. The most heavily invested institutionals were Mondrian Investment Partners LTD ($232.97M), CIBC Private Wealth Group LLC ($70.98M), Macquarie Group Ltd. ($62.76M), Jane Street Group LLC ($56.62M), Goldman Sachs Group Inc. ($52.98M), Morningstar Investment Services LLC ($50.97M), and JPMorgan Chase & Co. ($50.77M).Learn more on LYG's institutional investors.

What percentage of Lloyds Banking Group stock is owned by institutional investors?

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

Which institutional investors have been buying Lloyds Banking Group stock?

Of the 276 institutional investors that purchased Lloyds Banking Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CIBC Private Wealth Group LLC ($30.96M), Mondrian Investment Partners LTD ($28.52M), Jane Street Group LLC ($23.12M), Morningstar Investment Services LLC ($10.49M), Bank of Montreal Can ($9.15M), JPMorgan Chase & Co. ($4.45M), and Crossmark Global Holdings Inc. ($4.23M).

How much institutional buying is happening at Lloyds Banking Group?

Institutional investors have bought a total of 157,515,804 shares in the last 24 months. This purchase volume represents approximately $356.74M in transactions.

Which Lloyds Banking Group major shareholders have been selling company stock?

Of the 131 institutional investors that sold Lloyds Banking Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($22.12M), CIBC Private Wealth Group LLC ($12.87M), JPMorgan Chase & Co. ($7.02M), Optiver Holding B.V. ($4.17M), PNC Financial Services Group Inc. ($3.81M), Macquarie Group Ltd. ($2.37M), and Boston Common Asset Management LLC ($2.25M).

How much institutional selling is happening at Lloyds Banking Group?

Institutional investors have sold a total of 66,844,663 shares in the last 24 months. This volume of shares sold represents approximately $148.75M in transactions.

This page (NYSE:LYG) was last updated on 6/12/2024 by Staff

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