Lloyds Banking Group Ownership | Who Owns Lloyds Banking Group?

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Lloyds Banking Group Ownership Summary

Lloyds Banking Group is owned by 2.55% institutional investors, and 97.45% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Lloyds Banking Group	2.55%	-	97.45%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Regional Banks Stocks	51.80%	12.03%	36.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Mondrian investment partners	74.72M	0.12%	$226.39M
Arrowstreet capital, limited partnership	24.07M	0.04%	$65.70M
Goldman sachs group	22.61M	0.04%	$61.71M
Morgan stanley	18.39M	0.03%	$50.20M
Fmr	16.81M	0.03%	$45.89M
Dimensional fund advisors lp	16.41M	0.03%	$44.82M
Bank of america corp /de/	14.54M	0.02%	$39.69M
Clearbridge investments	13.28M	0.02%	$36.25M
Cibc private wealth group	12.41M	0.02%	$37.11M
Northern trust	10.56M	0.02%	$28.84M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cowen investment management	4.42M	18.20%	$12.07M
Mondrian investment partners	74.72M	3.48%	$226.39M
English capital management	629.12K	1.44%	$1.72M
Timber creek capital management	1.37M	1.13%	$3.75M
Henry james management	968.85K	0.94%	$2.64M
Twin city private wealth	355.86K	0.92%	$971.51K
Janney capital management	4.69M	0.84%	$12.74M
Bard financial services	2.43M	0.79%	$6.60M
Semmax financial advisors	779.59K	0.70%	$2.32M
Advisors management group inc /adv	1.03M	0.66%	$2.81M

Top Buyers

Holder	Shares	% Assets	Change
Clearbridge investments	13.28M	0.03%	13.28M
Bank of america corp /de/	14.54M	0.00%	5.95M
Arrowstreet capital, limited partnership	24.07M	0.06%	3.74M
Envestnet asset management	8.58M	0.01%	2.84M
Norges bank	2.00M	0.00%	2.00M

Top Sellers

Holder	Shares	% Assets	Change
Mondrian investment partners	74.72M	3.48%	-15.23M
Macquarie group	7.23M	0.02%	-8.32M
Millennium management	3.43M	0.00%	-2.30M
Renaissance	-	-	-1.65M
Dimensional fund advisors lp	16.41M	0.01%	-1.46M

New Positions

Holder	Shares	% Assets	Change	Value
Clearbridge investments	13.28M	0.03%	13.28M	$36.25M
Norges bank	2.00M	0.00%	2.00M	$5.46M
Drucker wealth 3.0	754.34K	0.55%	754.34K	$2.06M
Lockheed martin investment management	555.00K	0.09%	555.00K	$1.52M
Atria investments	257.65K	0.01%	257.65K	$703.38K

Sold Out

Holder	Change
Northwest financial advisors	-9.00
West branch capital	-26.00
Central trust	-80.00
Bnp paribas arbitrage, snc	-120.00
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, 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%
Mar 31, 2024	391	-	370,645,035	-1.28%	-	173.60%	213	-6.17%	117	9.35%
Dec 31, 2023	391	12.03%	375,459,254	19.35%	-	238.62%	227	35.12%	107	-7.76%
Sep 30, 2023	349	2.05%	314,590,753	-9.60%	-	172.72%	168	-8.20%	116	16.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Russell Investments Core Equity SMA	26.71M	0.18%	-
Mondrian Int Eq Delivered Strategy	24.25M	0.16%	-
Avantis International Equity ETF	5.03M	0.03%	-
Janney Equity Income	4.87M	0.03%	-11.97K
Dimensional International Value ETF	4.37M	0.03%	-
Dimensional International Core Eq 2 ETF	4.26M	0.03%	-
Steward Global Equity Income Fund I	1.86M	0.01%	-35.85K
DFA International Value I	1.33M	0.01%	-2.77K
ActivePassive International Equity ETF	1.28M	0.01%	4.60K
Avantis International Large Cap Val ETF	1.01M	0.01%	-

LYG Ownership FAQ

Who Owns Lloyds Banking Group?

Lloyds Banking Group shareholders are primarily institutional investors at 2.55%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Lloyds Banking Group's industry, Regional Banks Stocks, is 51.80%, 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 (74.72M shares, 0.12%), Arrowstreet capital, limited partnership (24.07M shares, 0.04%), and Goldman sachs group (22.61M shares, 0.04%). Together, they hold 0.19% 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 18.20% of its assets in 4.42M Lloyds Banking Group shares, valued at 12.07M$.

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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