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Lloyds Banking Group (LYG) Institutional Ownership

Lloyds Banking Group logo
$4.03 -0.20 (-4.73%)
Closing price 07/2/2025 03:59 PM Eastern
Extended Trading
$4.12 +0.09 (+2.21%)
As of 07:24 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
274
Total
Institutional Inflows
(last 12 months)
$207.66M
Number of
Institutional Sellers
(last 12 months)
155
Total
Institutional Outflows
(last 12 months)
$149.16M
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Skip Chart & View Institutional Buying and Selling Data

LYG Institutional Buying and Selling by Quarter

Lloyds Banking Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025Crumly & Associates Inc.30,372$129K0.0%-16.0%0.000%
5/29/2025Rhumbline Advisers166,405$636K0.0%-2.8%0.001%
5/21/2025Acadian Asset Management LLC167,525$639K0.0%N/A0.001%
5/21/2025Geneos Wealth Management Inc.11,724$45K0.0%+162.2%0.000%
5/20/2025Focus Partners Wealth817,494$3.12M0.0%+7,365.0%0.005%
5/19/2025Jane Street Group LLC812,424$3.10M0.0%+18.4%0.005%
5/16/2025Semmax Financial Advisors Inc.641,487$2.56M0.7%-18.5%0.004%
5/16/2025Logan Capital Management Inc.1,092,492$4.17M0.2%+1.3%0.007%
5/16/2025Ascent Group LLC59,130$226K0.0%+19.4%0.000%
5/16/2025Goldman Sachs Group Inc.24,154,117$92.27M0.0%+6.1%0.160%
5/16/2025Cape Investment Advisory Inc.55,379$212K0.1%-6.0%0.000%
5/16/2025Millennium Management LLC8,199,299$31.32M0.0%+15.5%0.054%
5/16/2025Integrated Wealth Concepts LLC91,815$351K0.0%-3.6%0.001%
5/16/2025Copperleaf Capital LLC32,276$123K0.1%+20.0%0.000%
5/16/2025Curi RMB Capital LLC289,766$1.11M0.0%N/A0.002%
5/16/2025AQR Capital Management LLC263,246$1.01M0.0%+124.1%0.002%
5/16/2025Aprio Wealth Management LLC109,587$419K0.1%+50.1%0.001%
5/15/2025Maverick Capital Ltd.198,538$758K0.0%+97.1%0.001%
5/15/2025Focus Partners Advisor Solutions LLC18,673$71K0.0%N/A0.000%
5/15/2025Royal Bank of Canada1,126,734$4.31M0.0%+10.6%0.007%
5/15/2025Retirement Planning Co of New England Inc.26,985$103K0.0%+31.3%0.000%
5/15/2025MAI Capital Management11,830$45K0.0%+61.3%0.000%
5/15/2025Pinnacle Wealth Planning Services Inc.20,359$78K0.0%+25.0%0.000%
5/15/2025Vident Advisory LLC435,745$1.67M0.0%+38.0%0.003%
5/15/2025Earnest Partners LLC44,243$169K0.0%-18.4%0.000%
5/14/2025Ieq Capital LLC98,957$378K0.0%+6.5%0.001%
5/14/2025Freedom Investment Management Inc.64,566$247K0.0%-27.7%0.000%
5/14/2025ICONIQ Capital LLC87,502$334K0.0%+194.1%0.001%
5/14/2025Smartleaf Asset Management LLC68,998$265K0.0%-14.6%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.109,796$419K0.0%-36.0%0.001%
5/14/2025Compound Planning Inc.179,678$686K0.0%+14.0%0.001%
5/14/2025Dorsey & Whitney Trust CO LLC120,360$460K0.0%+73.8%0.001%
5/14/2025Legacy Financial Advisors Inc.30,235$115K0.0%-24.1%0.000%
5/14/2025Hsbc Holdings PLC44,339$170K0.0%-13.0%0.000%
5/14/2025Quantbot Technologies LP90,419$345K0.0%-32.2%0.001%
5/13/2025Northern Trust Corp15,487,638$59.16M0.0%-0.7%0.102%
5/13/2025Brooklyn Investment Group85,517$327K0.1%N/A0.001%
5/13/2025Raymond James Financial Inc.4,349,389$16.62M0.0%+5.4%0.029%
5/13/2025Cresset Asset Management LLC18,416$70K0.0%+23.5%0.000%
5/13/2025American Century Companies Inc.7,011,774$26.79M0.0%+6.0%0.046%
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5/13/2025Ethic Inc.1,390,416$5.30M0.1%-2.8%0.009%
5/13/2025Sei Investments Co.665,509$2.42M0.0%+6.8%0.004%
5/13/2025Vestmark Advisory Solutions Inc.846,594$3.23M0.1%+85.6%0.006%
5/13/2025Mondrian Investment Partners LTD66,050,307$252.31M4.3%-9.2%0.437%
5/13/2025Russell Investments Group Ltd.148,844$569K0.0%+58.3%0.001%
5/13/2025Callan Family Office LLC70,957$271K0.0%-10.9%0.000%
5/13/2025HighTower Advisors LLC714,836$2.73M0.0%-4.8%0.005%
5/12/2025Eagle Global Advisors LLC500,000$1.91M0.1%N/A0.003%
5/12/2025Tranquilli Financial Advisor LLC62,911$240K0.2%+28.9%0.000%
5/12/2025Independent Advisor Alliance71,964$275K0.0%-4.1%0.000%
5/12/2025Lockheed Martin Investment Management Co.420,060$1.61M0.1%+59.1%0.003%
5/12/2025Invesco Ltd.162,927$622K0.0%-21.3%0.001%
5/12/2025Berger Financial Group Inc19,632$75K0.0%N/A0.000%
5/12/2025Koss Olinger Consulting LLC307,348$1.17M0.1%+205.5%0.002%
5/12/2025Townsquare Capital LLC1,596,132$6.10M0.1%+4.2%0.011%
5/12/2025Savvy Advisors Inc.21,345$82K0.0%+16.9%0.000%
5/9/2025Blue Barn Wealth LLC89,547$342K0.2%+20.7%0.001%
5/9/2025Charles Schwab Investment Management Inc.1,351,534$5.16M0.0%+20.0%0.009%
5/9/2025Natural Investments LLC45,841$175K0.0%-6.2%0.000%
5/9/2025Twin City Private Wealth LLC267,995$1.02M0.9%-24.8%0.002%
5/9/2025Intrust Bank NA190,437$727K0.1%-2.8%0.001%
5/9/2025Atria Wealth Solutions Inc.70,812$271K0.0%+9.4%0.000%
5/9/2025Earned Wealth Advisors LLC10,007$38K0.0%N/A0.000%
5/8/2025US Bancorp DE831,523$3.18M0.0%+2.5%0.005%
5/8/2025Brentview Investment Management LLC26,741$102K0.1%+137.1%0.000%
5/8/2025Hoxton Planning & Management LLC41,119$157K0.1%N/A0.000%
5/8/2025Natixis Advisors LLC1,395,893$5.33M0.0%-5.3%0.009%
5/8/2025Mesirow Financial Investment Management Inc.18,598$71K0.0%+58.4%0.000%
5/8/2025XTX Topco Ltd205,118$784K0.0%-12.0%0.001%
5/7/2025New Republic Capital LLC15,916$61K0.0%-20.0%0.000%
5/7/2025Foundations Investment Advisors LLC71,948$275K0.0%-12.3%0.000%
5/7/2025LPL Financial LLC2,008,083$7.67M0.0%+6.8%0.013%
5/7/2025HB Wealth Management LLC58,645$224K0.0%+52.4%0.000%
5/7/2025Knights of Columbus Asset Advisors LLC86,164$329K0.0%-23.3%0.001%
5/6/2025Pacer Advisors Inc.132,831$507K0.0%+3.0%0.001%
5/6/2025Assetmark Inc.820,717$3.14M0.0%+28.2%0.005%
5/6/2025Cetera Investment Advisers1,129,738$4.32M0.0%-8.8%0.007%
5/6/2025Avantax Advisory Services Inc.719,229$2.75M0.0%+13.8%0.005%
5/6/2025Lifeworks Advisors LLC20,964$80K0.0%-16.9%0.000%
5/6/2025Pinnacle Associates Ltd.164,901$630K0.0%+5.7%0.001%
5/6/2025Abel Hall LLC31,454$120K0.1%+41.4%0.000%
5/6/2025SYM FINANCIAL Corp10,416$40K0.0%N/A0.000%
5/6/2025Choreo LLC81,411$311K0.0%+8.0%0.001%
5/5/2025Gallacher Capital Management LLC156,877$599K0.3%-8.0%0.001%
5/5/2025Wealth Alliance LLC123,946$473K0.1%+8.2%0.001%
5/5/2025Morningstar Investment Services LLC435,473$1.66M0.3%-57.0%0.003%
5/5/2025AMG National Trust Bank592,510$2.26M0.1%-40.9%0.004%
5/5/2025Private Advisor Group LLC254,955$974K0.0%+15.2%0.002%
5/2/2025West Family Investments Inc.45,390$173K0.1%+94.7%0.000%
5/2/2025SBI Securities Co. Ltd.15,369$59K0.0%+22.1%0.000%
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5/2/2025Apollon Wealth Management LLC127,795$488K0.0%+4.2%0.001%
5/2/2025Signaturefd LLC308,563$1.18M0.0%+5.2%0.002%
5/1/2025MQS Management LLC33,093$126K0.1%N/A0.000%
5/1/2025Legacy Financial Group Inc.13,581$52K0.0%N/A0.000%
5/1/2025Marks Group Wealth Management Inc220,620$843K0.1%+5.0%0.001%
5/1/2025CWM LLC46,801$179K0.0%-11.9%0.000%
5/1/2025Rainey & Randall Wealth Advisors Inc.10,642$41K0.0%N/A0.000%
5/1/2025Stephens Inc. AR161,640$617K0.0%+2.5%0.001%
5/1/2025Schechter Investment Advisors LLC41,494$159K0.0%-19.4%0.000%
5/1/2025Kathmere Capital Management LLC163,831$626K0.1%+22.7%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, 422 institutional investors and hedge funds held shares of Lloyds Banking Group. The most heavily invested institutionals were Mondrian Investment Partners LTD ($252.31M), Goldman Sachs Group Inc. ($92.27M), Arrowstreet Capital Limited Partnership ($72.54M), FMR LLC ($60.15M), Clearbridge Investments LLC ($59.17M), Northern Trust Corp ($59.16M), and Dimensional Fund Advisors LP ($44.62M).Learn more on Lloyds Banking Group's institutional investors.

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

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

Which institutional investors have been buying Lloyds Banking Group's stock?

Of the 369 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: Mondrian Investment Partners LTD ($27.69M), CIBC Private Wealth Group LLC ($17.81M), Clearbridge Investments LLC ($13.28M), Morningstar Investment Services LLC ($10.43M), Millennium Management LLC ($6.02M), Envestnet Asset Management Inc. ($4.64M), and Raymond James Financial Inc. ($4.35M).

How much institutional buying is happening at Lloyds Banking Group?

Institutional investors have bought a total of 70,452,834 shares in the last 24 months. This purchase volume represents approximately $207.66M in transactions.

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

Of the 155 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: Mondrian Investment Partners LTD ($23.14M), JPMorgan Chase & Co. ($4.35M), Clearbridge Investments LLC ($4.10M), Bank of America Corp DE ($3.10M), Millennium Management LLC ($2.30M), Janney Capital Management LLC ($1.67M), and Dimensional Fund Advisors LP ($1.46M).

How much institutional selling is happening at Lloyds Banking Group?

Institutional investors have sold a total of 49,987,227 shares in the last 24 months. This volume of shares sold represents approximately $149.16M in transactions.


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This page (NYSE:LYG) was last updated on 7/3/2025 by MarketBeat.com Staff
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