Lloyds Banking Group Ownership | Who Owns Lloyds Banking Group?
Lloyds Banking Group Ownership Summary
Lloyds Banking Group is owned by 0.78% institutional investors, 0.03% insiders, and 99.20% retail investors. L1 capital pty is the largest institutional shareholder, holding 0.15% 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 | 0.78% | 0.03% | 99.20% |
Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
L1 capital pty | 93.65M | 0.15% | $51.30M |
Mondrian investment partners | 72.73M | 0.12% | $221.84M |
Arrowstreet capital, limited partnership | 26.67M | 0.04% | $72.54M |
Fmr | 24.85M | 0.04% | $67.59M |
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 |
Bank of america corp /de/ | 14.54M | 0.02% | $39.69M |
Cibc private wealth group | 12.40M | 0.02% | $32.85M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Cowen investment management | 4.42M | 100.00% | $12.03M |
L1 capital pty | 93.65M | 4.39% | $51.30M |
Mondrian investment partners | 72.73M | 3.67% | $221.84M |
English capital management | 629.12K | 1.30% | $1.71M |
Timber creek capital management | 1.19M | 0.94% | $3.24M |
Henry james management | 905.87K | 0.89% | $2.46M |
Twin city private wealth | 356.52K | 0.86% | $969.73K |
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 |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
L1 capital pty | 93.65M | 4.39% | 93.65M |
Bank of america corp /de/ | 14.54M | 0.00% | 5.95M |
Fmr | 24.85M | 0.00% | 5.57M |
Millennium management | 7.10M | 0.01% | 4.91M |
Raymond james financial | 4.13M | 0.00% | 4.13M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
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 |
Mondrian investment partners | 72.73M | 3.67% | -1.23M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
L1 capital pty | 93.65M | 4.39% | 93.65M | $51.30M |
Raymond james financial | 4.13M | 0.00% | 4.13M | $11.23M |
Norges bank | 2.00M | 0.00% | 2.00M | $5.44M |
Drucker wealth 3.0 | 754.34K | 0.55% | 754.34K | $2.06M |
Lockheed martin investment management | 555.00K | 0.09% | 555.00K | $1.52M |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
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 | 5.25M | 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 | 1.87M | 0.01% | -5.41K |
Strategic Advisers International | 1.36M | 0.01% | 1.09M |
DFA International Value I | 1.34M | 0.01% | 2.42K |
Avantis International Large Cap Val ETF | 1.22M | 0.01% | - |
LYG Ownership FAQ
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