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Lloyds Banking Group (LYG) Institutional Ownership

Lloyds Banking Group logo
$6.03 +0.13 (+2.20%)
As of 08/21/2026 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
2.15%
Number of
Institutional Buyers
(last 12 months)
300
Total
Institutional Inflows
(last 12 months)
$671.80M
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$255.50M
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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
8/23/2026 Wedmont Private Capital27,983$168K0.0%-16.2%0.000%
8/23/2026 HB Wealth Management LLC89,313$521K0.0%+8.6%0.001%
8/23/2026 Angeles Wealth Management LLC41,818$244K0.0%+5.1%0.000%
8/22/2026 William John Sempolinski73,020$426K0.2%N/A0.001%
8/22/2026 TD Waterhouse Canada Inc.1,494,395$8.84M0.0%-15.1%0.010%
8/21/2026 Carter Financial Group INC.10,013$58K0.0%-60.0%0.000%
8/21/2026 Greenspring Advisors LLC61,884$361K0.0%+4.6%0.000%
8/21/2026 Aletheian Wealth Advisors LLC12,114$71K0.0%N/A0.000%
8/21/2026 Continuum Advisory LLC37,450$218K0.0%+36.5%0.000%
8/21/2026 Tranquilli Financial Advisor LLC83,749$488K0.3%+4.5%0.001%
8/20/2026 NINE MASTS CAPITAL Ltd1,384,610$8.07M0.8%N/A0.010%
8/20/2026 Two Sigma Securities LLC144,608$843K0.1%N/A0.001%
8/20/2026 Benjamin Edwards Inc.86,223$503K0.0%+18.2%0.001%
8/20/2026 GTS Securities LLC36,498$213K0.0%+11.1%0.000%
8/20/2026 Cookson Peirce & Co. Inc.307,663$1.79M0.1%-5.2%0.002%
8/20/2026 Northwestern Mutual Wealth Management Co.80,177$467K0.0%-21.5%0.001%
8/20/2026 Greenleaf Trust13,447$78K0.0%+24.2%0.000%
8/19/2026 Hsbc Holdings PLC31,168$182K0.0%+14.0%0.000%
8/18/2026 Beacon Pointe Advisors LLC20,253$118K0.0%-73.2%0.000%
8/18/2026 Empowered Funds LLC356,236$2.08M0.0%+18.3%0.002%
8/18/2026 United Capital Financial Advisors LLC126,671$738K0.0%+1.5%0.001%
8/18/2026 Equitable Holdings Inc.140,623$820K0.0%+534.4%0.001%
8/17/2026 Pure Financial Advisors LLC31,645$184K0.0%+55.9%0.000%
8/17/2026 Corient Private Wealth LP208,533$1.22M0.0%-6.4%0.001%
8/17/2026 Permanens Capital L.P.29,174$170K0.0%N/A0.000%
8/17/2026 Ausdal Financial Partners Inc.22,233$130K0.0%-37.4%0.000%
8/17/2026 Bank of America Corp DE8,005,022$46.67M0.0%+2.9%0.055%
8/6/2026 Stonehaven Wealth & Tax Solutions LLC28,491$166K0.1%N/A0.000%
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%
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7/7/2026 Avior Wealth Management LLC26,128$152K0.0%+78.1%0.000%
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%
5/14/2026Gibbs 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%
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%
5/2/2026Anchor 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%
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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%


LYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 519 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 141,429,424 shares in the last 24 months. This purchase volume represents approximately $671.80M in transactions.

Of the 136 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 50,060,145 shares in the last 24 months. This volume of shares sold represents approximately $255.50M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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