Free Trial
→ What to do with your collapsing portfolio… (From Brownstone Research) (Ad) Buy LYG Stock  Free LYG Stock Alerts

Lloyds Banking Group (LYG) Institutional Ownership

Lloyds Banking Group logo
$3.78 +0.11 (+2.86%)
Closing price 04/15/2025 03:59 PM Eastern
Extended Trading
$3.76 -0.02 (-0.40%)
As of 07:13 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.
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)
242
Total
Institutional Inflows
(last 12 months)
$255.41M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$111.68M
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

Remove Ads

Lloyds Banking Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Bard Financial Services Inc.2,268,805$8.67M1.1%-6.5%0.015%
4/15/2025 GAMMA Investing LLC57,543$220K0.0%+24.2%0.000%
4/14/2025 Bruce G. Allen Investments LLC25,863$99K0.1%-40.1%0.000%
4/14/2025 Portside Wealth Group LLC103,316$395K0.1%+9.8%0.001%
4/14/2025 Park Avenue Securities LLC478,335$1.83M0.0%+65.6%0.003%
4/14/2025 Patriot Financial Group Insurance Agency LLC152,180$581K0.1%-4.6%0.001%
4/14/2025 Sivia Capital Partners LLC77,154$295K0.1%+15.4%0.001%
4/11/2025 Alliance Wealth Advisors LLC66,417$254K0.1%+6.2%0.000%
4/11/2025 First Affirmative Financial Network66,987$256K0.2%-15.7%0.000%
4/11/2025 Impact Capital Partners LLC14,288$55K0.0%-41.3%0.000%
4/11/2025 Procyon Advisors LLC42,042$161K0.0%+38.1%0.000%
4/10/2025 Breakwater Capital Group21,006$80K0.0%+17.7%0.000%
4/10/2025 HF Advisory Group LLC354,746$1.36M0.6%+3.4%0.002%
4/10/2025 Portside Wealth Group LLC94,052$359K0.1%+6.8%0.001%
4/9/2025 Merit Financial Group LLC19,574$75K0.0%+70.0%0.000%
4/9/2025 Legacy Wealth Asset Management LLC195,022$745K0.2%-2.9%0.001%
4/8/2025 Rhumbline Advisers166,405$636K0.0%-2.8%0.001%
4/8/2025 Investors Research Corp12,500$48K0.0%-53.9%0.000%
4/8/2025 Parallel Advisors LLC56,101$214K0.0%+32.9%0.000%
4/7/2025 GAMMA Investing LLC219,814$840K0.0%+374.6%0.001%
4/4/2025 Moody National Bank Trust Division11,244$43K0.0%N/A0.000%
4/2/2025 Marcum Wealth LLC85,341$326K0.0%+13.2%0.001%
3/17/2025Wealth Enhancement Advisory Services LLC125,225$341K0.0%+119.1%0.001%
3/7/2025Aegis Wealth Management LLC98,975$269K0.2%N/A0.001%
2/21/2025Ascent Group LLC49,504$135K0.0%-8.5%0.000%
2/20/2025Forum Financial Management LP181,796$494K0.0%+35.6%0.001%
2/20/2025Drucker Wealth 3.0 LLC752,768$2.05M0.5%-2.1%0.005%
2/18/2025Continuum Advisory LLC95,882$261K0.0%+5.0%0.001%
2/17/2025Vident Advisory LLC315,869$859K0.0%-12.9%0.002%
2/17/2025Snowden Capital Advisors LLC19,415$53K0.0%-14.8%0.000%
2/17/2025Millennium Management LLC7,098,940$19.31M0.0%+225.0%0.047%
2/17/2025Logan Capital Management Inc.1,078,041$2.93M0.1%+1.8%0.007%
2/17/2025Laird Norton Wetherby Wealth Management LLC211,208$574K0.0%-4.4%0.001%
2/17/2025Focus Partners Wealth10,951$31K0.0%N/A0.000%
2/17/2025Ellevest Inc.233,580$635K0.0%-17.9%0.002%
2/17/2025Ethic Inc.1,431,036$3.89M0.1%-10.4%0.009%
2/17/2025CoreCap Advisors LLC762,526$2.07M0.1%-4.3%0.005%
2/17/2025Cresset Asset Management LLC14,908$41K0.0%-92.1%0.000%
2/17/2025Captrust Financial Advisors44,783$122K0.0%-62.6%0.000%
2/17/2025Balyasny Asset Management L.P.16,904$46K0.0%-31.7%0.000%
First look: The $3,500 iPhone (Ad)

Did you hear that just before Trump's tariffs took effect, Apple sent five cargo planes packed with MacBooks and iPhones from China and India to the U.S.? That's because Apple's doing whatever it can to save the company and stop investors from dumping their stock. The iPhone maker is now down nearly $800 billion in market value in just a few days.

I recently flew a camera crew halfway across the country to meet me in Fort Worth, Texas so I could
2/17/2025Beverly Hills Private Wealth LLC65,159$177K0.0%N/A0.000%
2/17/2025Bank of America Corp DE11,114,348$30.23M0.0%-21.8%0.073%
2/17/2025BNP Paribas Financial Markets157,614$429K0.0%-52.5%0.001%
2/17/2025Ameriprise Financial Inc.829,957$2.26M0.0%-1.5%0.005%
2/14/2025Mercer Global Advisors Inc. ADV1,322,198$3.60M0.0%+26.9%0.009%
2/14/2025Keel Point LLC21,612$59K0.0%-13.2%0.000%
2/14/2025Rehmann Capital Advisory Group38,339$104K0.0%+9.9%0.000%
2/14/2025Lido Advisors LLC35,746$97K0.0%+20.0%0.000%
2/14/2025Northern Trust Corp15,604,325$42.44M0.0%+34.7%0.103%
2/14/2025Beacon Pointe Advisors LLC12,154$33K0.0%-46.1%0.000%
2/14/2025Earnest Partners LLC54,224$147K0.0%+28.2%0.000%
2/14/2025Prosperity Consulting Group LLC66,337$180K0.0%+8.3%0.000%
2/14/2025Coldstream Capital Management Inc.25,791$70K0.0%-26.7%0.000%
2/14/2025Voya Financial Advisors Inc.203,747$554K0.1%+4.0%0.001%
2/14/2025Two Sigma Securities LLC276,209$751K0.1%+221.0%0.002%
2/14/2025Kovitz Investment Group Partners LLC17,949$49K0.0%-23.0%0.000%
2/14/2025Syon Capital LLC143,703$391K0.0%+23.8%0.001%
2/14/2025MGO One Seven LLC138,312$376K0.0%+7.1%0.001%
2/14/2025Hsbc Holdings PLC50,937$139K0.0%-21.5%0.000%
2/14/2025IHT Wealth Management LLC10,296$28K0.0%-48.5%0.000%
2/14/2025Stifel Financial Corp1,100,314$2.99M0.0%-3.2%0.007%
2/14/2025OneDigital Investment Advisors LLC109,799$299K0.0%+3.5%0.001%
2/14/2025Tower Research Capital LLC TRC 63,152$172K0.0%+13.6%0.000%
2/14/2025MML Investors Services LLC1,476,211$4.02M0.0%-0.4%0.010%
2/14/2025Dimensional Fund Advisors LP16,404,259$44.62M0.0%+2.8%0.108%
2/14/2025First Trust Advisors LP589,337$1.60M0.0%+41.4%0.004%
2/14/2025Epoch Investment Partners Inc.16,642$45K0.0%N/A0.000%
2/14/2025Freedom Investment Management Inc.89,264$243K0.0%+23.8%0.001%
2/14/2025Forum Financial Management LP181,796$494K0.0%+35.6%0.001%
2/13/2025NewEdge Advisors LLC15,554$42K0.0%-36.2%0.000%
2/13/2025United Capital Financial Advisors LLC120,680$328K0.0%-2.7%0.001%
2/13/2025Guggenheim Capital LLC20,498$56K0.0%N/A0.000%
2/13/2025XTX Topco Ltd233,130$634K0.1%-42.0%0.002%
2/13/2025CreativeOne Wealth LLC38,305$104K0.0%-10.9%0.000%
2/13/2025Mariner LLC742,092$2.02M0.0%+19.5%0.005%
2/13/2025Synovus Financial Corp58,936$160K0.0%-48.9%0.000%
2/13/2025TT Capital Management LLC29,471$83K0.1%N/A0.000%
2/13/2025Townsquare Capital LLC1,531,180$4.17M0.0%+0.9%0.010%
2/13/2025Crux Wealth Advisors10,182$28K0.0%N/A0.000%
2/13/2025Qtron Investments LLC200,827$546K0.1%-18.7%0.001%
2/13/2025Rockefeller Capital Management L.P.912,577$2.48M0.0%+25.2%0.006%
2/13/2025Petros Family Wealth LLC21,655$59K0.1%N/A0.000%
2/13/2025Legacy Financial Advisors Inc.39,842$108K0.0%-9.7%0.000%
2/13/2025Scotia Capital Inc.24,010$65K0.0%-52.8%0.000%
2/13/2025Advisory Services Network LLC100,951$275K0.0%+13.9%0.001%
2/13/2025Renaissance Technologies LLC762,340$2.07M0.0%+68.5%0.005%
2/13/2025Invesco Ltd.206,990$563K0.0%+38.5%0.001%
2/13/2025Bank of Montreal Can281,110$765K0.0%-5.4%0.002%
2/13/2025Cerity Partners LLC626,459$1.88M0.0%-8.9%0.004%
2/13/2025Russell Investments Group Ltd.94,021$256K0.0%+13.9%0.001%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
2/13/2025Envestnet Asset Management Inc.9,629,551$26.19M0.0%-2.8%0.064%
2/13/2025Grantham Mayo Van Otterloo & Co. LLC212,856$579K0.0%N/A0.001%
2/13/2025Wells Fargo & Company MN6,090,946$16.57M0.0%-3.9%0.040%
2/13/2025Integrated Quantitative Investments LLC155,300$422K0.2%N/A0.001%
2/12/2025Pitcairn Co.77,115$210K0.0%+6.9%0.001%
2/12/2025Huntington National Bank13,787$38K0.0%+282.7%0.000%
2/12/2025May Hill Capital LLC83,483$227K0.1%N/A0.001%
2/12/2025Headlands Technologies LLC19,357$53K0.0%N/A0.000%
2/12/2025OLD Mission Capital LLC650,923$1.77M0.0%-10.6%0.004%
2/12/2025Franklin Resources Inc.1,039,984$2.83M0.0%-4.2%0.007%
(Data available from 1/1/2016 forward)

Remove Ads

LYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LYG shares?

During the previous two years, 395 institutional investors and hedge funds held shares of Lloyds Banking Group. The most heavily invested institutionals were Mondrian Investment Partners LTD ($197.84M), Arrowstreet Capital Limited Partnership ($72.54M), Macquarie Group Ltd. ($62.76M), FMR LLC ($60.15M), Clearbridge Investments LLC ($59.17M), Goldman Sachs Group Inc. ($52.98M), and Morningstar Investment Services LLC ($50.97M).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 346 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: 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 ($4.91M), Crossmark Global Holdings Inc. ($4.24M), and Raymond James Financial Inc. ($4.13M).

How much institutional buying is happening at Lloyds Banking Group?

Institutional investors have bought a total of 157,123,747 shares in the last 24 months. This purchase volume represents approximately $403.01M in transactions.

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

Of the 177 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: Mondrian Investment Partners LTD ($16.46M), CIBC Private Wealth Group LLC ($12.59M), JPMorgan Chase & Co. ($8.09M), Optiver Holding B.V. ($4.17M), Clearbridge Investments LLC ($4.10M), PNC Financial Services Group Inc. ($3.76M), and Bank of America Corp DE ($3.10M).

How much institutional selling is happening at Lloyds Banking Group?

Institutional investors have sold a total of 72,197,109 shares in the last 24 months. This volume of shares sold represents approximately $183.99M in transactions.


Related Companies

This page (NYSE:LYG) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
Two Unmistakable Patterns Return…
The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at...
Golden Portfolio | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Radical shift coming to the stock market (read this ASAP)
This is an urgent warning for all American investors … In a matter of days, we could see a radical shift in...
Weiss Ratings | Sponsored
First look: The $3,500 iPhone
Did you hear that just before Trump's tariffs took effect, Apple sent five cargo planes packed with MacBooks a...
Stansberry Research | Sponsored
Tariffs. Volatility. Fear. Here’s the Plan.
Wall Street's panicking over tariffs. Volatility's back with a vengeance. If you've been glued to the he...
Investors Alley | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Musk's panic move: What the world's richest man fears is coming
Whether you have modest savings of $10,000 or substantial wealth of $10 million, this information could determ...
InvestorPlace | Sponsored