Lloyds Banking Group Ownership | Who Owns Lloyds Banking Group?


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Lloyds Banking Group Ownership Summary


Lloyds Banking Group is owned by 0.02% institutional investors, and 99.98% retail investors. Mondrian investment partners is the largest institutional shareholder, holding 0.12% of LYG shares. Russell Investments Core Equity SMA is the top mutual fund, with 0.18% of its assets in Lloyds Banking Group shares.

LYG Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockLloyds Banking Group0.02%-99.98%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryRegional Banks Stocks38.06%12.02%49.92%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Mondrian investment partners72.73M0.12%$221.84M
Arrowstreet capital, limited partnership26.67M0.04%$72.54M
Fmr24.85M0.04%$67.59M
Goldman sachs group22.76M0.04%$61.90M
Clearbridge investments21.75M0.04%$59.17M
Morgan stanley18.39M0.03%$50.20M
Dimensional fund advisors lp16.40M0.03%$44.62M
Bank of america corp /de/14.54M0.02%$39.69M
Cibc private wealth group12.40M0.02%$32.85M
Northern trust10.56M0.02%$28.84M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Cowen investment management4.42M100.00%$12.03M
Mondrian investment partners72.73M3.67%$221.84M
English capital management629.12K1.30%$1.71M
Timber creek capital management1.19M0.94%$3.24M
Henry james management905.87K0.89%$2.46M
Twin city private wealth356.52K0.86%$969.73K
Janney capital management4.69M0.84%$12.74M
Bard financial services2.43M0.79%$6.60M
Semmax financial advisors779.59K0.70%$2.32M
Ativo capital management249.18K0.67%$677.78K

Top Buyers

HolderShares% AssetsChange
Bank of america corp /de/14.54M0.00%5.95M
Fmr24.85M0.00%5.57M
Raymond james financial4.13M0.00%4.13M
Arrowstreet capital, limited partnership26.67M0.06%2.71M
Norges bank2.00M0.00%2.00M

Top Sellers

HolderShares% AssetsChange
L1 capital pty---93.65M
Morningstar investment services1.01M0.25%-8.45M
Macquarie group7.23M0.02%-8.32M
Jpmorgan chase2.31M0.00%-4.35M
Clearbridge investments21.75M0.05%-4.10M

New Positions

HolderShares% AssetsChangeValue
Raymond james financial4.13M0.00%4.13M$11.23M
Norges bank2.00M0.00%2.00M$5.44M
Drucker wealth 3.0754.34K0.55%754.34K$2.06M
Lockheed martin investment management555.00K0.09%555.00K$1.52M
Ativo capital management249.18K0.67%249.18K$677.78K

Sold Out

HolderChange
Northwest financial advisors-9.00
West branch capital-26.00
Central trust-80.00
Householder group estate & retirement specialist-142.00
Lynx investment advisory-155.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20257-98.46%10,368,665-97.87%-2.73%5-97.63%1-99.44%
Dec 31, 2024406-5.80%476,982,68121.25%-11.83%190-25.49%15935.90%
Sep 30, 2024423-0.47%391,911,2874.63%245.14%250-5.66%11512.75%
Jun 30, 20244217.67%374,423,1671.02%-174.17%26122.54%102-12.82%
Mar 31, 2024391-370,645,035-1.28%-173.60%213-6.17%1179.35%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Russell Investments Core Equity SMA26.71M0.18%-
Mondrian Int Eq Delivered Strategy21.88M0.14%-2.38M
Avantis International Equity ETF5.74M0.04%-
Janney Equity Income4.87M0.03%-11.97K
Dimensional International Value ETF4.37M0.03%-
Dimensional International Core Eq 2 ETF4.26M0.03%-
Steward Global Equity Income Fund I1.98M0.01%32.57K
Avantis International Large Cap Val ETF1.43M0.01%64.37K
Strategic Advisers International1.36M0.01%-
DFA International Value I1.34M0.01%4.95K

LYG Ownership FAQ


Who Owns Lloyds Banking Group?

Lloyds Banking Group shareholders are primarily institutional investors at 0.02%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Lloyds Banking Group's industry, Regional Banks Stocks, is 38.06%, which Lloyds Banking Group falls below.

Who owns the most shares of Lloyds Banking Group?

Lloyds Banking Group’s largest shareholders are Mondrian investment partners (72.73M shares, 0.12%), Arrowstreet capital, limited partnership (26.67M shares, 0.04%), and Fmr (24.85M shares, 0.04%). Together, they hold 0.20% of Lloyds Banking Group’s total shares outstanding.

Does Blackrock own Lloyds Banking Group?

BlackRock is not among the top 10 institutional shareholders of Lloyds Banking Group.

Who is Lloyds Banking Group’s biggest shareholder by percentage of total assets invested?

Cowen investment management is Lloyds Banking Group’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 4.42M Lloyds Banking Group shares, valued at 12.03M$.

Who is the top mutual fund holder of Lloyds Banking Group shares?

Russell Investments Core Equity SMA is the top mutual fund holder of Lloyds Banking Group shares, with 0.18% of its total shares outstanding invested in 26.71M Lloyds Banking Group shares.

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