Lloyds Banking Group (LYG) Institutional Ownership

$3.09

+0.03 (+0.98%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 2.15%
Number of Institutional Buyers (last 12 months): 205
Total Institutional Inflows (last 12 months): $222.54M

Number of Institutional Sellers (last 12 months): 77
Total Institutional Outflows (last 12 months): $45.23M

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LYG Institutional Buying and Selling by Quarter

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Lloyds Banking Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Patriot Financial Group Insurance Agency LLC	135,436	$370K	0.1%	+2.8%	0.001%
7/26/2024	Atomi Financial Group Inc.	153,531	$419K	0.0%	+80.2%	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	74,351	$203K	0.0%	+121.6%	0.000%
7/26/2024	Bank of New York Mellon Corp	648,513	$1.77M	0.0%	+22.8%	0.004%
7/25/2024	Raymond James Trust N.A.	35,934	$98K	0.0%	+97.1%	0.000%
7/25/2024	AMG National Trust Bank	1,001,075	$2.73M	0.1%	+0.4%	0.006%
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7/24/2024	JB Capital LLC	15,000	$41K	0.0%	N/A	0.000%
7/23/2024	Vicus Capital	37,873	$103K	0.0%	+24.2%	0.000%
7/22/2024	Aaron Wealth Advisors LLC	99,629	$272K	0.0%	+6.0%	0.001%
7/22/2024	CarsonAllaria Wealth Management Ltd.	46,236	$126K	0.1%	-16.0%	0.000%
7/19/2024	Raymond James & Associates	2,487,006	$6.79M	0.0%	+114.5%	0.016%
7/19/2024	Hoxton Planning & Management LLC	23,523	$64K	0.0%	+120.7%	0.000%
7/18/2024	Foster Victor Wealth Advisors LLC	67,502	$184K	0.0%	-45.7%	0.000%
7/18/2024	Timber Creek Capital Management LLC	1,374,914	$3.75M	1.1%	+0.6%	0.009%
7/18/2024	Blue Trust Inc.	98,224	$254K	0.0%	+61.3%	0.001%
7/18/2024	Baker Tilly Wealth Management LLC	20,397	$56K	0.0%	N/A	0.000%
7/18/2024	Fiduciary Financial Group LLC	12,797	$35K	0.0%	N/A	0.000%
7/17/2024	AlphaMark Advisors LLC	27,912	$76K	0.0%	+22.1%	0.000%
7/17/2024	Alliance Wealth Advisors LLC	63,861	$174K	0.1%	-10.9%	0.000%
7/16/2024	Envestnet Portfolio Solutions Inc.	289,916	$791K	0.0%	+47.3%	0.002%
7/16/2024	Wedmont Private Capital	24,394	$74K	0.0%	+28.0%	0.000%
7/16/2024	Intergy Private Wealth LLC	10,616	$29K	0.0%	N/A	0.000%
7/16/2024	Sequoia Financial Advisors LLC	61,586	$168K	0.0%	+7.3%	0.000%
7/15/2024	Dynamic Advisor Solutions LLC	92,921	$254K	0.0%	+37.4%	0.001%
7/12/2024	Diversify Advisory Services LLC	16,079	$47K	0.0%	N/A	0.000%
7/12/2024	QRG Capital Management Inc.	1,705,469	$4.66M	0.1%	+10.8%	0.011%
7/10/2024	O Keefe Stevens Advisory Inc.	67,347	$184K	0.1%	+19.2%	0.000%
7/10/2024	Aprio Wealth Management LLC	64,134	$175K	0.0%	+34.7%	0.000%
7/10/2024	Five Oceans Advisors	55,712	$152K	0.1%	+75.9%	0.000%
7/10/2024	CWM LLC	71,039	$194K	0.0%	+37.9%	0.000%
7/9/2024	Park Avenue Securities LLC	213,240	$582K	0.0%	+62.3%	0.001%
7/9/2024	Bard Financial Services Inc.	2,572,305	$7.02M	0.7%	+1.4%	0.016%
7/2/2024	Marcum Wealth LLC	82,780	$226K	0.0%	+16.2%	0.001%
7/2/2024	GAMMA Investing LLC	35,806	$98K	0.0%	+43.4%	0.000%
7/2/2024	Transcend Capital Advisors LLC	10,190	$28K	0.0%	N/A	0.000%
7/1/2024	Kathmere Capital Management LLC	35,142	$96K	0.0%	-60.5%	0.000%
6/13/2024	Keynote Financial Services LLC	24,600	$64K	0.1%	N/A	0.000%
6/11/2024	EverSource Wealth Advisors LLC	16,072	$41K	0.0%	+44.6%	0.000%
5/24/2024	Cetera Advisors LLC	272,764	$706K	0.0%	+14.0%	0.002%
5/24/2024	Cetera Investment Advisers	1,214,920	$3.15M	0.0%	+1,653.7%	0.008%
Kiss of death from Joe Biden (Ad) I did not consent. You did not consent. It’s in direct violation of the U.S. Constitution but they do not care. I have uncovered a bombshell that changes everything… and threatens everything.
5/20/2024	Virtu Financial LLC	895,221	$2.32M	0.2%	+553.5%	0.006%
5/17/2024	Semmax Financial Advisors Inc.	795,634	$2.21M	0.7%	-13.6%	0.005%
5/17/2024	Coppell Advisory Solutions Corp.	14,392	$37K	0.0%	N/A	0.000%
5/15/2024	Ascent Group LLC	30,300	$78K	0.0%	+165.2%	0.000%
5/15/2024	Earnest Partners LLC	82,504	$214K	0.0%	-8.0%	0.001%
5/15/2024	SVB Wealth LLC	51,658	$134K	0.0%	+13.1%	0.000%
5/15/2024	Mount Yale Investment Advisors LLC	191,614	$496K	0.0%	N/A	0.001%
5/14/2024	Rodgers Brothers Inc.	39,000	$101K	0.0%	+18.2%	0.000%
5/14/2024	OLD Mission Capital LLC	1,621,375	$4.20M	0.1%	-27.7%	0.010%
5/14/2024	CreativeOne Wealth LLC	47,224	$122K	0.0%	+166.2%	0.000%
5/14/2024	Pitcairn Co.	62,089	$161K	0.0%	N/A	0.000%
5/14/2024	Lake Street Advisors Group LLC	59,102	$153K	0.0%	+15.1%	0.000%
5/13/2024	O Shaughnessy Asset Management LLC	2,833,546	$7.34M	0.1%	+195.8%	0.018%
5/10/2024	Blue Barn Wealth LLC	35,044	$91K	0.1%	N/A	0.000%
5/9/2024	ProVise Management Group LLC	23,801	$62K	0.0%	-27.4%	0.000%
5/9/2024	First Eagle Investment Management LLC	4,060,740	$10.52M	0.0%	+9.2%	0.025%
5/9/2024	D Orazio & Associates Inc.	15,481	$40K	0.0%	+42.4%	0.000%
5/8/2024	Great Diamond Partners LLC	26,344	$68K	0.0%	-13.5%	0.000%
5/8/2024	Avantax Advisory Services Inc.	292,670	$758K	0.0%	+49.0%	0.002%
5/8/2024	US Bancorp DE	406,443	$1.05M	0.0%	+25.6%	0.003%
5/8/2024	Russell Investments Group Ltd.	26,453	$69K	0.0%	+138.2%	0.000%
5/7/2024	Sei Investments Co.	663,745	$1.72M	0.0%	+5.1%	0.004%
5/7/2024	Atomi Financial Group Inc.	85,187	$221K	0.0%	+92.0%	0.001%
5/7/2024	Susquehanna International Securities Ltd.	11,693	$30K	0.0%	N/A	0.000%
5/7/2024	CarsonAllaria Wealth Management Ltd.	55,012	$142K	0.1%	-13.0%	0.000%
5/7/2024	Mondrian Investment Partners LTD	89,948,537	$232.97M	3.3%	+39.2%	0.565%
5/7/2024	Oppenheimer Asset Management Inc.	643,240	$1.67M	0.0%	-1.7%	0.004%
5/7/2024	Retirement Planning Co of New England Inc.	19,046	$49K	0.0%	N/A	0.000%
5/6/2024	Quantbot Technologies LP	240,532	$623K	0.0%	-16.9%	0.002%
5/6/2024	Envestnet Portfolio Solutions Inc.	196,875	$510K	0.0%	-22.6%	0.001%
5/6/2024	Bard Financial Services Inc.	2,536,805	$6.57M	0.7%	+5.3%	0.016%
5/3/2024	Catalina Capital Group LLC	16,150	$42K	0.0%	N/A	0.000%
5/3/2024	Callan Capital LLC	51,918	$134K	0.0%	+28.1%	0.000%
5/3/2024	Rehmann Capital Advisory Group	23,732	$61K	0.0%	-45.1%	0.000%
5/1/2024	Janney Capital Management LLC	5,024,685	$13.01M	0.9%	+2.0%	0.032%
5/1/2024	Janney Montgomery Scott LLC	266,603	$691K	0.0%	+19.3%	0.002%
5/1/2024	Prosperity Consulting Group LLC	87,958	$228K	0.0%	+86.5%	0.001%
5/1/2024	Sequoia Financial Advisors LLC	57,392	$149K	0.0%	-82.6%	0.000%
4/30/2024	Private Advisor Group LLC	187,999	$487K	0.0%	-11.2%	0.001%
4/30/2024	Allspring Global Investments Holdings LLC	33,552	$87K	0.0%	N/A	0.000%
4/26/2024	Advisors Management Group Inc. ADV	1,067,408	$2.77M	0.7%	-0.8%	0.007%
4/26/2024	Mesirow Financial Investment Management Inc.	1,003,630	$2.60M	0.1%	N/A	0.006%
4/25/2024	Aaron Wealth Advisors LLC	93,948	$243K	0.0%	N/A	0.001%
4/25/2024	Valeo Financial Advisors LLC	47,135	$120K	0.0%	+18.2%	0.000%
4/24/2024	Simplicity Wealth LLC	19,566	$51K	0.0%	N/A	0.000%
4/23/2024	BSW Wealth Partners	45,268	$117K	0.0%	-52.5%	0.000%
4/23/2024	Global Retirement Partners LLC	358,192	$928K	0.0%	+8.3%	0.002%
4/23/2024	Fifth Third Bancorp	13,283	$34K	0.0%	+53.9%	0.000%
4/23/2024	Raymond James Financial Services Advisors Inc.	623,707	$1.62M	0.0%	-9.0%	0.004%
4/22/2024	HF Advisory Group LLC	167,883	$435K	0.2%	N/A	0.001%
Kiss of death from Joe Biden (Ad) I did not consent. You did not consent. It’s in direct violation of the U.S. Constitution but they do not care. I have uncovered a bombshell that changes everything… and threatens everything.
4/22/2024	PFG Investments LLC	11,294	$29K	0.0%	N/A	0.000%
4/19/2024	Legacy Wealth Asset Management LLC	200,529	$519K	0.1%	+3.3%	0.001%
4/19/2024	First Trust Direct Indexing L.P.	256,913	$665K	0.0%	-17.1%	0.002%
4/18/2024	Naviter Wealth LLC	354,858	$919K	0.2%	+28.3%	0.002%
4/18/2024	Allspring Global Investments Holdings LLC	33,552	$87K	0.0%	N/A	0.000%
4/18/2024	AlphaMark Advisors LLC	22,867	$59K	0.0%	+97.9%	0.000%
4/18/2024	Breakwater Capital Group	14,729	$38K	0.0%	-22.1%	0.000%
4/18/2024	Optas LLC	48,448	$125K	0.0%	-19.9%	0.000%
4/17/2024	Vicus Capital	30,483	$79K	0.0%	N/A	0.000%
4/16/2024	Kathmere Capital Management LLC	89,069	$231K	0.0%	+153.5%	0.001%

(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, 319 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 282 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 159,211,433 shares in the last 24 months. This purchase volume represents approximately $361.77M in transactions.
Which Lloyds Banking Group major shareholders have been selling company stock?: Of the 127 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 66,645,748 shares in the last 24 months. This volume of shares sold represents approximately $148.43M in transactions.