Lloyds Banking Group Ownership | Who Owns Lloyds Banking Group?
Lloyds Banking Group Ownership Summary
Lloyds Banking Group is owned by 2.90% institutional investors, and 97.10% retail investors. Fisher asset management is the largest institutional shareholder, holding 1.03% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lloyds Banking Group | 2.90% | - | 97.10% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fisher asset management | 153.51M | 1.03% | $772.15M |
| Mondrian investment partners | 51.87M | 0.35% | $260.90M |
| Fmr | 39.04M | 0.26% | $177.26M |
| Wcm investment management | 26.55M | 0.18% | $128.23M |
| Goldman sachs group | 24.64M | 0.16% | $130.61M |
| Morgan stanley | 23.69M | 0.16% | $125.53M |
| Arrowstreet capital, limited partnership | 16.32M | 0.11% | $86.52M |
| Cibc private wealth group | 14.80M | 0.10% | $78.46M |
| Northern trust | 14.28M | 0.09% | $64.83M |
| Dimensional fund advisors lp | 12.83M | 0.09% | $64.54M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cowen investment management | 4.42M | 100.00% | $12.03M |
| Mondrian investment partners | 51.87M | 3.90% | $260.90M |
| Twin city private wealth | 350.12K | 1.34% | $1.76M |
| Henry james management | 680.99K | 1.24% | $3.43M |
| Janney capital management | 3.00M | 1.00% | $15.91M |
| Beck bode | 1.12M | 0.96% | $5.66M |
| Bard financial services | 1.65M | 0.82% | $7.49M |
| Semmax financial advisors | 779.59K | 0.70% | $2.32M |
| Hf advisory group | 388.38K | 0.67% | $1.95M |
| Jcic asset management | 416.85K | 0.64% | $2.10M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wcm investment management | 26.55M | 0.29% | 26.55M |
| Bank of america corp /de/ | 14.54M | 0.00% | 5.95M |
| Envestnet asset management | 12.21M | 0.02% | 4.73M |
| Fmr | 39.04M | 0.01% | 3.94M |
| Janney montgomery scott | 3.11M | 0.04% | 2.99M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| L1 capital pty | - | - | -129.08M |
| Morningstar investment services | 1.01M | 0.25% | -8.45M |
| Macquarie group | 7.23M | 0.02% | -8.32M |
| Arrowstreet capital, limited partnership | 16.32M | 0.05% | -5.30M |
| Renaissance | 519.80K | 0.00% | -4.65M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wcm investment management | 26.55M | 0.29% | 26.55M | $128.23M |
| Norges bank | 2.00M | 0.00% | 2.00M | $5.44M |
| Gradient investments | 980.60K | 0.08% | 980.60K | $4.93M |
| Jcic asset management | 416.85K | 0.64% | 416.85K | $2.10M |
| Equitable trust | 378.99K | 0.09% | 378.99K | $1.91M |
Sold Out
| Holder | Change |
|---|---|
| Rise advisors | -1.00 |
| Northwest financial advisors | -9.00 |
| West branch capital | -26.00 |
| High note wealth | -64.00 |
| Stephens consulting | -98.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 448 | -7.63% | 433,847,073 | -20.09% | 2 | 22.59% | 254 | 1.20% | 107 | -24.11% |
| Sep 30, 2025 | 465 | -2.11% | 527,782,141 | -3.16% | 3 | 430.65% | 240 | -6.98% | 135 | -11.76% |
| Jun 30, 2025 | 473 | 4.42% | 602,456,549 | 12.15% | - | 126.49% | 258 | 0.78% | 149 | 12.03% |
| Mar 31, 2025 | 7 | -98.46% | 10,368,665 | -97.87% | - | 2.73% | 5 | -97.63% | 1 | -99.44% |
| Dec 31, 2024 | 406 | -5.80% | 476,982,681 | 21.25% | - | 11.83% | 190 | -25.49% | 159 | 35.90% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Russell Investments Core Equity SMA | 26.71M | 0.18% | - |
| Mondrian Int Eq Delivered Strategy | 19.94M | 0.13% | -1.94M |
| Mondrian Intl Equity Value Delivered | 18.24M | 0.12% | -475.00K |
| Avantis International Equity ETF | 10.40M | 0.07% | - |
| Dimensional International Value ETF | 4.37M | 0.03% | - |
| Dimensional International Core Eq 2 ETF | 4.26M | 0.03% | - |
| Steward Global Equity Income Fund I | 1.92M | 0.01% | - |
| Janney Equity Income | 1.69M | 0.01% | -1.27M |
| Arrowstreet IntlEqWldxUS Alpha Ext CIT D | 1.62M | 0.01% | -271.43K |
| Avantis International Large Cap Val ETF | 1.43M | 0.01% | 64.37K |
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