Free Trial
→ Bill Gates’ is about to mint millionaires (again) with Stargate. (From Brownstone Research) (Ad) Free LYG Stock Alerts

Lloyds Banking Group (LYG) Institutional Ownership

Lloyds Banking Group logo
$2.86 +0.03 (+0.88%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
2.15%
Number of
Institutional Buyers
(last 12 months)
229
Total
Institutional Inflows
(last 12 months)
$277.57M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$87.72M
Get LYG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Lloyds Banking Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LYG Institutional Buying and Selling by Quarter

Lloyds Banking Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Cerro Pacific Wealth Advisors LLC13,428$37K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC148,825$405K0.0%-28.6%0.001%
1/17/2025 SG Americas Securities LLC40,553$110K0.0%N/A0.000%
1/17/2025 Cetera Trust Company N.A97,075$264K0.2%+8.5%0.001%
1/17/2025 Janney Capital Management LLC4,685,732$12.75M0.8%-1.8%0.031%
1/17/2025 Simon Quick Advisors LLC12,687$35K0.0%N/A0.000%
1/17/2025 Atomi Financial Group Inc.157,662$429K0.0%-45.9%0.001%
1/16/2025 Crossmark Global Holdings Inc.4,813,230$13.09M0.2%-1.7%0.032%
1/16/2025 Ballentine Partners LLC137,574$374K0.0%-6.7%0.001%
1/16/2025 Diversify Wealth Management LLC37,340$96K0.0%-8.8%0.000%
1/15/2025 HF Advisory Group LLC343,028$933K0.4%+3.7%0.002%
1/15/2025 Aaron Wealth Advisors LLC131,160$357K0.0%+8.8%0.001%
1/15/2025 HB Wealth Management LLC38,483$105K0.0%+88.4%0.000%
1/15/2025 Sanibel Captiva Trust Company Inc.26,110$71K0.0%-23.1%0.000%
1/15/2025 O Keefe Stevens Advisory Inc.139,686$380K0.1%+42.8%0.001%
1/15/2025 Procyon Advisors LLC30,454$83K0.0%-21.6%0.000%
1/15/2025 Ritholtz Wealth Management1,247,720$3.39M0.1%-15.6%0.008%
1/14/2025 Advisors Management Group Inc. ADV1,032,740$2.81M0.7%-2.3%0.007%
1/14/2025 Park Avenue Securities LLC288,877$786K0.0%+15.9%0.002%
1/14/2025 Kathmere Capital Management LLC133,556$363K0.0%-24.7%0.001%
1/14/2025 Wallace Advisory Group LLC40,709$111K0.1%+93.3%0.000%
1/13/2025 Marcum Wealth LLC75,390$205K0.0%-9.2%0.000%
1/13/2025 Traveka Wealth LLC27,901$76K0.0%N/A0.000%
1/13/2025 Cooper Financial Group22,448$61K0.0%+33.2%0.000%
1/13/2025 Brookstone Capital Management48,910$133K0.0%+29.0%0.000%
1/13/2025 Aprio Wealth Management LLC73,027$199K0.0%-5.7%0.000%
1/6/2025 Bard Financial Services Inc.2,426,305$6.60M0.8%+0.6%0.016%
1/3/2025 GAMMA Investing LLC46,318$126K0.0%-12.3%0.000%
12/26/2024JPMorgan Chase & Co.6,659,629$20.78M0.0%+58.5%0.044%
12/6/2024Logan Capital Management Inc.1,059,457$3.31M0.1%+4.5%0.007%
11/27/2024Franklin Resources Inc.1,085,483$3.38M0.0%-30.2%0.007%
11/25/2024Synovus Financial Corp115,232$360K0.0%+95.5%0.001%
11/25/2024Wilmington Savings Fund Society FSB83,912$262K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC20,415$64K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC198,087$618K0.0%+118.4%0.001%
11/20/2024Virtu Financial LLC184,829$577K0.0%+325.7%0.001%
11/20/2024 Bard Financial Services Inc.2,412,805$7.53M0.9%-6.2%0.016%
11/18/2024Rehmann Capital Advisory Group34,888$111K0.0%+18.3%0.000%
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%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
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%
11/15/2024XTX 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%
11/15/2024Stifel Financial Corp1,136,968$3.55M0.0%+6.1%0.007%
11/15/2024SageView Advisory Group LLC11,388$36K0.0%-68.1%0.000%
11/15/2024IHT Wealth Management LLC19,973$62K0.0%N/A0.000%
11/15/2024Integrated Wealth Concepts LLC97,985$306K0.0%+7.9%0.001%
11/15/2024HighTower Advisors LLC905,701$2.82M0.0%+40.5%0.006%
11/15/2024Hilltop Holdings Inc.26,064$81K0.0%N/A0.000%
11/15/2024Centiva Capital LP94,542$295K0.0%+73.6%0.001%
11/14/2024Timber Creek Capital Management LLC1,185,279$3.70M1.0%-13.8%0.008%
11/14/2024Semmax Financial Advisors Inc.768,765$2.40M0.7%-1.4%0.005%
11/14/2024Maverick Capital Ltd.450,191$1.41M0.0%N/A0.003%
11/14/2024Captrust Financial Advisors119,790$374K0.0%-7.5%0.001%
11/14/2024Icon Wealth Advisors LLC63,157$197K0.0%+62.8%0.000%
11/14/2024Rockefeller Capital Management L.P.729,093$2.28M0.0%+2.9%0.005%
11/13/2024Glenmede Trust Co. NA131,259$410K0.0%-25.6%0.001%
11/13/2024Freedom Investment Management Inc.72,121$225K0.0%-10.3%0.000%
11/13/2024Townsquare Capital LLC1,518,111$4.74M0.1%+36.1%0.010%
11/13/2024BNP Paribas Financial Markets331,650$1.04M0.0%N/A0.002%
11/13/2024Quantbot Technologies LP27,270$85K0.0%N/A0.000%
11/13/2024FMR LLC19,280,034$60.15M0.0%+14.7%0.125%
11/13/2024DRW Securities LLC262,011$817K0.0%-35.3%0.002%
11/13/2024Independent Advisor Alliance71,629$223K0.0%+8.5%0.000%
11/12/2024Cerity Partners LLC687,833$2.15M0.0%+73.3%0.004%
11/12/2024Citigroup Inc.1,703,943$5.32M0.0%+58.3%0.011%
11/12/2024Raymond James Trust N.A.51,412$160K0.0%+43.1%0.000%
11/12/2024Eagle Asset Management Inc.153,224$478K0.0%+10.4%0.001%
11/12/2024Charles Schwab Investment Management Inc.1,055,584$3.29M0.0%+20.6%0.007%
11/8/2024Connor Clark & Lunn Investment Management Ltd.207,737$648K0.0%-6.7%0.001%
11/7/2024OneAscent Financial Services LLC14,746$46K0.0%N/A0.000%
11/7/2024Caprock Group LLC507,398$1.58M0.1%+11.6%0.003%
11/7/2024Pathstone Holdings LLC519,559$1.62M0.0%+8.6%0.003%
11/7/2024Baron Wealth Management LLC16,851$53K0.0%+30.8%0.000%
11/7/2024Holistic Financial Partners10,874$34K0.0%-63.8%0.000%
11/7/2024Thrivent Financial for Lutherans58,688$183K0.0%+339.7%0.000%
11/7/2024 Claro Advisors LLC40,521$126K0.0%-9.0%0.000%
11/6/2024OneDigital Investment Advisors LLC106,071$331K0.0%+107.6%0.001%
11/6/2024Oppenheimer Asset Management Inc.1,022,677$3.19M0.0%+22.3%0.007%
11/5/2024Aptus Capital Advisors LLC18,984$59K0.0%+38.7%0.000%
11/5/2024Apollon 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%
11/4/2024Axxcess Wealth Management LLC61,460$192K0.0%+56.6%0.000%
11/4/2024Legacy Capital Wealth Partners LLC21,991$69K0.0%N/A0.000%
11/1/2024Atria Investments Inc306,886$957K0.0%+19.1%0.002%
11/1/2024Assetmark Inc.19,877$62K0.0%-24.2%0.000%
10/31/2024 Portside Wealth Group LLC88,864$277K0.0%+115.2%0.001%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
10/31/2024 Advisors Management Group Inc. ADV1,056,774$3.30M0.8%-0.4%0.007%
10/30/2024Marks 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%
10/30/2024World Equity Group Inc.37,126$116K0.0%N/A0.000%
10/30/2024QRG Capital Management Inc.1,961,137$6.12M0.1%+15.0%0.013%
10/30/2024Henry 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%
10/28/2024Stephens Inc. AR153,074$478K0.0%+12.9%0.001%
10/28/2024US Bancorp DE757,336$2.36M0.0%+36.6%0.005%
10/25/2024Financial Advocates Investment Management58,548$183K0.0%+176.7%0.000%
(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, 353 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 Dimensional Fund Advisors LP ($44.82M).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 315 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. ($6.91M), 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 157,392,898 shares in the last 24 months. This purchase volume represents approximately $390.47M in transactions.

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

Of the 140 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 81,173,964 shares in the last 24 months. This volume of shares sold represents approximately $194.82M in transactions.


Related Companies

This page (NYSE:LYG) was last updated on 1/20/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Trump secret stock already up 339%
In this video, you’ll also get nine other Trump-connected investments… All of which we believe could have a...
Porter & Company | Sponsored
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
Stunning Trump Exec Order Leaked
Most people have no clue this unassuming facility exists. Yet the minute Donald Trump takes office... ...
Banyan Hill Publishing | Sponsored