Lloyds Banking Group Ownership | Who Owns Lloyds Banking Group?

Lloyds Banking Group Ownership Summary

Lloyds Banking Group is owned by 3.48% institutional investors, and 96.52% retail investors. Fisher asset management is the largest institutional shareholder, holding 0.99% 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	3.48%	-	96.52%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fisher asset management	149.96M	0.99%	$680.81M
Mondrian investment partners	62.78M	0.41%	$285.00M
Fmr	39.04M	0.26%	$177.26M
Morgan stanley	25.46M	0.17%	$115.60M
Goldman sachs group	25.43M	0.17%	$115.47M
Arrowstreet capital, limited partnership	21.62M	0.14%	$98.17M
Northern trust	14.28M	0.09%	$64.83M
Dimensional fund advisors lp	13.45M	0.09%	$61.05M
Blackrock funding, inc. /de	11.23M	0.07%	$51.00M
Envestnet asset management	8.41M	0.06%	$38.16M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cowen investment management	4.42M	100.00%	$12.03M
Mondrian investment partners	62.78M	4.76%	$285.00M
Twin city private wealth	388.79K	1.38%	$1.77M
Henry james management	832.33K	1.16%	$3.78M
Timber creek capital management	872.42K	0.96%	$3.96M
Beck bode	1.27M	0.93%	$5.75M
Janney capital management	3.07M	0.87%	$13.93M
Bard financial services	1.65M	0.82%	$7.49M
Semmax financial advisors	779.59K	0.70%	$2.32M
Hf advisory group	401.70K	0.67%	$1.82M

Top Buyers

Holder	Shares	% Assets	Change
Mondrian investment partners	62.78M	4.76%	62.78M
Bank of america corp /de/	14.54M	0.00%	5.95M
Fmr	39.04M	0.01%	3.94M
Ubs group	6.61M	0.00%	2.32M
Norges bank	2.00M	0.00%	2.00M

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
Renaissance	5.17M	0.03%	-6.00M
Rockefeller capital management	914.13K	0.01%	-2.70M

New Positions

Holder	Shares	% Assets	Change	Value
Mondrian investment partners	62.78M	4.76%	62.78M	$285.00M
Norges bank	2.00M	0.00%	2.00M	$5.44M
Caprock group	428.94K	0.05%	428.94K	$1.88M
Advisors preferred	306.56K	0.20%	306.56K	$1.39M
Dynasty wealth management	169.43K	0.01%	169.43K	$769.22K

Sold Out

Holder	Change
Northwest financial advisors	-9.00
West branch capital	-26.00
High note wealth	-64.00
Stephens consulting	-98.00
Householder group estate & retirement specialist	-142.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	423	-0.47%	391,911,287	4.63%	2	45.14%	250	-5.66%	115	12.75%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Russell Investments Core Equity SMA	26.71M	0.18%	-
Mondrian Intl Equity Value Delivered	19.94M	0.13%	-1.94M
Mondrian Int Eq Delivered Strategy	19.94M	0.13%	-1.94M
Avantis International Equity ETF	6.58M	0.04%	22.66K
Janney Equity Income	4.87M	0.03%	-11.97K
Arrowstreet IntlEqWldxUS Alpha Ext CIT D	4.72M	0.03%	-
Dimensional International Value ETF	4.37M	0.03%	-
Dimensional International Core Eq 2 ETF	4.26M	0.03%	-
Steward Global Equity Income Fund I	2.00M	0.01%	-
Avantis International Large Cap Val ETF	1.43M	0.01%	64.37K

LYG Ownership FAQ

Who Owns Lloyds Banking Group?

Lloyds Banking Group shareholders are primarily institutional investors at 3.48%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Lloyds Banking Group's industry, Regional Banks Stocks, is 38.26%, which Lloyds Banking Group falls below.

Who owns the most shares of Lloyds Banking Group?

Lloyds Banking Group’s largest shareholders are Fisher asset management (149.96M shares, 0.99%), Mondrian investment partners (62.78M shares, 0.41%), and Fmr (39.04M shares, 0.26%). Together, they hold 1.66% 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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