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Lloyds Banking Group (LYG) Institutional Ownership

Lloyds Banking Group logo
$2.83 +0.07 (+2.54%)
(As of 11/15/2024 ET)
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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)
225
Total
Institutional Inflows
(last 12 months)
$270.71M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$84.45M
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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
11/15/2024Continuum Advisory LLC91,297$285K0.0%+6.2%0.001%
11/15/2024Drucker Wealth 3.0 LLC769,082$2.40M0.6%+2.0%0.005%
11/15/2024Public Employees Retirement System of Ohio155,853$486K0.0%N/A0.001%
11/15/2024MML Investors Services LLC1,482,792$4.63M0.0%+36.2%0.010%
11/15/2024Orion Portfolio Solutions LLC945,580$2.95M0.1%+72.5%0.006%
11/15/2024 XTX Topco Ltd401,736$1.25M0.1%+405.9%0.003%
11/15/2024Insigneo Advisory Services LLC23,095$72K0.0%+50.4%0.000%
11/15/2024Kovitz Investment Group Partners LLC23,311$73K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp1,136,968$3.55M0.0%+6.1%0.007%
11/15/2024 SageView Advisory Group LLC11,388$36K0.0%-68.1%0.000%
11/15/2024 IHT Wealth Management LLC19,973$62K0.0%N/A0.000%
11/15/2024 Integrated Wealth Concepts LLC97,985$306K0.0%+7.9%0.001%
11/15/2024 HighTower Advisors LLC905,701$2.82M0.0%+40.5%0.006%
11/15/2024 Hilltop Holdings Inc.26,064$81K0.0%N/A0.000%
11/15/2024 Centiva Capital LP94,542$295K0.0%+73.6%0.001%
11/14/2024 Timber Creek Capital Management LLC1,185,279$3.70M1.0%-13.8%0.008%
11/14/2024 Semmax Financial Advisors Inc.768,765$2.40M0.7%-1.4%0.005%
11/14/2024 Maverick Capital Ltd.450,191$1.41M0.0%N/A0.003%
11/14/2024 Captrust Financial Advisors119,790$374K0.0%-7.5%0.001%
11/14/2024 Icon Wealth Advisors LLC63,157$197K0.0%+62.8%0.000%
11/14/2024 Rockefeller Capital Management L.P.729,093$2.28M0.0%+2.9%0.005%
11/13/2024 Glenmede Trust Co. NA131,259$410K0.0%-25.6%0.001%
11/13/2024 Freedom Investment Management Inc.72,121$225K0.0%-10.3%0.000%
11/13/2024 Townsquare Capital LLC1,518,111$4.74M0.1%+36.1%0.010%
11/13/2024 BNP Paribas Financial Markets331,650$1.04M0.0%N/A0.002%
11/13/2024 Quantbot Technologies LP27,270$85K0.0%N/A0.000%
11/13/2024 FMR LLC19,280,034$60.15M0.0%+14.7%0.125%
11/13/2024 DRW Securities LLC262,011$817K0.0%-35.3%0.002%
11/13/2024 Independent Advisor Alliance71,629$223K0.0%+8.5%0.000%
11/12/2024 Cerity Partners LLC687,833$2.15M0.0%+73.3%0.004%
11/12/2024 Citigroup Inc.1,703,943$5.32M0.0%+58.3%0.011%
11/12/2024 Raymond James Trust N.A.51,412$160K0.0%+43.1%0.000%
11/12/2024 Eagle Asset Management Inc.153,224$478K0.0%+10.4%0.001%
11/12/2024 Charles Schwab Investment Management Inc.1,055,584$3.29M0.0%+20.6%0.007%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.207,737$648K0.0%-6.7%0.001%
11/7/2024 OneAscent Financial Services LLC14,746$46K0.0%N/A0.000%
11/7/2024 Caprock Group LLC507,398$1.58M0.1%+11.6%0.003%
11/7/2024 Pathstone Holdings LLC519,559$1.62M0.0%+8.6%0.003%
11/7/2024 Baron Wealth Management LLC16,851$53K0.0%+30.8%0.000%
11/7/2024 Holistic Financial Partners10,874$34K0.0%-63.8%0.000%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

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11/7/2024 Thrivent Financial for Lutherans58,688$183K0.0%+339.7%0.000%
11/7/2024 Claro Advisors LLC40,521$126K0.0%-9.0%0.000%
11/6/2024 OneDigital Investment Advisors LLC106,071$331K0.0%+107.6%0.001%
11/6/2024 Oppenheimer Asset Management Inc.1,022,677$3.19M0.0%+22.3%0.007%
11/5/2024 Aptus Capital Advisors LLC18,984$59K0.0%+38.7%0.000%
11/5/2024 Apollon Wealth Management LLC119,295$372K0.0%-12.2%0.001%
11/4/2024 Crossmark Global Holdings Inc.4,894,063$15.27M0.3%+0.4%0.032%
11/4/2024 Axxcess Wealth Management LLC61,460$192K0.0%+56.6%0.000%
11/4/2024 Legacy Capital Wealth Partners LLC21,991$69K0.0%N/A0.000%
11/1/2024 Atria Investments Inc306,886$957K0.0%+19.1%0.002%
11/1/2024 Assetmark Inc.19,877$62K0.0%-24.2%0.000%
10/31/2024 Portside Wealth Group LLC88,864$277K0.0%+115.2%0.001%
10/31/2024 Advisors Management Group Inc. ADV1,056,774$3.30M0.8%-0.4%0.007%
10/30/2024 Marks Group Wealth Management Inc176,908$552K0.1%+89.3%0.001%
10/30/2024 HF Advisory Group LLC330,770$1.03M0.5%+17.2%0.002%
10/30/2024 World Equity Group Inc.37,126$116K0.0%N/A0.000%
10/30/2024 QRG Capital Management Inc.1,961,137$6.12M0.1%+15.0%0.013%
10/30/2024 Henry James International Management Inc.908,693$2.84M1.0%-6.2%0.006%
10/29/2024 Janney Capital Management LLC4,773,870$14.89M1.0%-1.4%0.031%
10/28/2024 Stephens Inc. AR153,074$478K0.0%+12.9%0.001%
10/28/2024 US Bancorp DE757,336$2.36M0.0%+36.6%0.005%
10/25/2024 Financial Advocates Investment Management58,548$183K0.0%+176.7%0.000%
10/25/2024 Diversify Wealth Management LLC40,949$129K0.0%+49.3%0.000%
10/25/2024 Pinnacle Associates Ltd.157,205$490K0.0%+3.3%0.001%
10/25/2024 First Trust Direct Indexing L.P.269,710$841K0.0%-3.7%0.002%
10/25/2024 Aletheian Wealth Advisors LLC10,974$34K0.0%N/A0.000%
10/25/2024 Diversify Advisory Services LLC35,304$113K0.0%+119.6%0.000%
10/24/2024 Patriot Financial Group Insurance Agency LLC148,281$463K0.1%+9.5%0.001%
10/24/2024 Baker Tilly Wealth Management LLC38,489$120K0.1%+88.7%0.000%
10/24/2024 Arkadios Wealth Advisors13,620$42K0.0%N/A0.000%
10/23/2024 Ballentine Partners LLC147,493$460K0.0%+16.9%0.001%
10/23/2024 Mount Yale Investment Advisors LLC176,361$550K0.1%-7.4%0.001%
10/22/2024 International Assets Investment Management LLC22,620$71K0.0%N/A0.000%
10/22/2024 Lazari Capital Management Inc.20,391$64K0.0%+19.8%0.000%
10/22/2024 Private Advisor Group LLC221,379$691K0.0%+4.6%0.001%
10/22/2024 Signaturefd LLC295,146$921K0.0%+5.0%0.002%
10/22/2024 Sequoia Financial Advisors LLC65,320$204K0.0%+6.1%0.000%
10/21/2024 CarsonAllaria Wealth Management Ltd.41,810$130K0.1%-9.6%0.000%
10/21/2024 Koss Olinger Consulting LLC20,271$63K0.0%N/A0.000%
10/19/2024 Allspring Global Investments Holdings LLC105,295$329K0.0%+41.6%0.001%
10/18/2024Raymond James & Associates3,416,484$10.66M0.0%+37.4%0.022%
10/18/2024Blue Trust Inc.211,425$660K0.0%+115.2%0.001%
10/17/2024Trust Point Inc.26,227$82K0.0%-21.0%0.000%
10/17/2024Aaron Wealth Advisors LLC120,513$376K0.0%+21.0%0.001%
10/16/2024 Bleakley Financial Group LLC15,773$49K0.0%-20.6%0.000%
10/16/2024 Naviter Wealth LLC365,851$1.14M0.2%-3.6%0.002%
10/15/2024 Foster Victor Wealth Advisors LLC76,384$234K0.0%+13.2%0.000%
10/11/2024 Creative Planning952,249$2.97M0.0%+15.8%0.006%
10/11/2024 Procyon Advisors LLC38,864$121K0.0%+96.4%0.000%
10/10/2024 Ritholtz Wealth Management1,478,974$4.61M0.1%+20.6%0.009%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

Get Your Free Gold Guide
10/10/2024 First Affirmative Financial Network89,508$279K0.2%-16.3%0.001%
10/9/2024 Bruce G. Allen Investments LLC43,969$137K0.1%-28.4%0.000%
10/9/2024 Wedmont Private Capital29,068$89K0.0%+19.2%0.000%
10/8/2024 CWM LLC40,495$126K0.0%-43.0%0.000%
10/8/2024 Hoxton Planning & Management LLC39,147$122K0.0%+66.4%0.000%
10/8/2024 O Keefe Stevens Advisory Inc.97,818$305K0.1%+45.2%0.001%
10/8/2024 Atomi Financial Group Inc.291,387$909K0.1%+89.8%0.002%
10/8/2024 Dynamic Advisor Solutions LLC97,258$303K0.0%+4.7%0.001%
10/8/2024 Aprio Wealth Management LLC77,411$242K0.0%+20.7%0.000%
10/7/2024 Eagle Rock Investment Company LLC77,176$241K0.0%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, 348 institutional investors and hedge funds held shares of Lloyds Banking Group. The most heavily invested institutionals were Mondrian Investment Partners LTD ($226.39M), CIBC Private Wealth Group LLC ($70.98M), Macquarie Group Ltd. ($62.76M), FMR LLC ($60.15M), 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 309 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), Clearbridge Investments LLC ($13.28M), Morningstar Investment Services LLC ($10.49M), JPMorgan Chase & Co. ($4.45M), Crossmark Global Holdings Inc. ($4.24M), and Raymond James & Associates ($3.91M).

How much institutional buying is happening at Lloyds Banking Group?

Institutional investors have bought a total of 154,460,607 shares in the last 24 months. This purchase volume represents approximately $381.23M in transactions.

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

Of the 136 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), Mondrian Investment Partners LTD ($15.23M), CIBC Private Wealth Group LLC ($12.43M), Optiver Holding B.V. ($4.17M), PNC Financial Services Group Inc. ($3.81M), JPMorgan Chase & Co. ($3.74M), and Millennium Management LLC ($2.30M).

How much institutional selling is happening at Lloyds Banking Group?

Institutional investors have sold a total of 79,919,303 shares in the last 24 months. This volume of shares sold represents approximately $191.12M in transactions.


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This page (NYSE:LYG) was last updated on 11/17/2024 by MarketBeat.com Staff
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