Lloyds Banking Group Ownership | Who Owns Lloyds Banking Group?
Lloyds Banking Group Ownership Summary
Lloyds Banking Group is owned by 0.99% institutional investors, and 99.01% retail investors. Fisher asset management is the largest institutional shareholder, holding 0.25% 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 | 0.99% | - | 99.01% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fisher asset management | 148.83M | 0.25% | $632.52M |
| L1 capital pty | 129.08M | 0.21% | $135.95M |
| Mondrian investment partners | 72.73M | 0.12% | $221.84M |
| Envestnet asset management | 8.41M | 0.06% | $38.16M |
| Fmr | 24.85M | 0.04% | $67.59M |
| Arrowstreet capital, limited partnership | 23.09M | 0.04% | $98.15M |
| Goldman sachs group | 22.76M | 0.04% | $61.90M |
| Clearbridge investments | 21.75M | 0.04% | $59.17M |
| Morgan stanley | 18.39M | 0.03% | $50.20M |
| Dimensional fund advisors lp | 16.40M | 0.03% | $44.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cowen investment management | 4.42M | 100.00% | $12.03M |
| L1 capital pty | 129.08M | 10.02% | $135.95M |
| Mondrian investment partners | 72.73M | 3.67% | $221.84M |
| Twin city private wealth | 388.79K | 1.38% | $1.77M |
| Henry james management | 832.33K | 1.16% | $3.78M |
| Timber creek capital management | 1.19M | 0.94% | $3.24M |
| Beck bode | 1.24M | 0.89% | $5.25M |
| 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 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| L1 capital pty | 129.08M | 10.02% | 129.08M |
| Fisher asset management | 148.83M | 0.25% | 16.71M |
| Bank of america corp /de/ | 14.54M | 0.00% | 5.95M |
| Fmr | 24.85M | 0.00% | 5.57M |
| Point72 asset management | 2.57M | 0.02% | 2.57M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 23.09M | 0.07% | -10.27M |
| Morningstar investment services | 1.01M | 0.25% | -8.45M |
| Macquarie group | 7.23M | 0.02% | -8.32M |
| Jpmorgan chase | 2.31M | 0.00% | -4.35M |
| Clearbridge investments | 21.75M | 0.05% | -4.10M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Point72 asset management | 2.57M | 0.02% | 2.57M | $10.92M |
| Norges bank | 2.00M | 0.00% | 2.00M | $5.44M |
| Aquatic capital management | 1.71M | 0.15% | 1.71M | $7.27M |
| Beck bode | 1.24M | 0.89% | 1.24M | $5.25M |
| Cookson peirce | 532.60K | 0.10% | 532.60K | $2.26M |
Sold Out
| Holder | Change |
|---|---|
| Northwest financial advisors | -9.00 |
| West branch capital | -26.00 |
| High note wealth | -64.00 |
| Central trust | -80.00 |
| Stephens consulting | -98.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 421 | 7.67% | 374,423,167 | 1.02% | - | 174.17% | 261 | 22.54% | 102 | -12.82% |
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
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