Lloyds Banking Group PLC-ADRLYG

13F holders, Q1 2024 (March 31)
388holders
6famous investors
$2.59avg. 13F price*

At the end of Q1 2024, 388 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings. The largest holders were Mondrian Investment Partners LTD ($233.0M), Goldman Sachs Group Inc. ($57.5M) and Arrowstreet Capital, Limited Partnership ($52.6M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Lloyds Banking Group PLC-ADR
CUSIP
539439109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 388Q1 2024Q2 2024: 425Q2 2024Q3 2024: 430Q3 2024Q4 2024: 456Q4 2024Q1 2025: 455Q1 2025Q2 2025: 478Q2 2025Q3 2025: 480Q3 2025Q4 2025: 516Q4 2025Q1 2026: 572Q1 2026Q2 2026: 614Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions41$12.5M
Exits43$10.3M

Ownership 388 holders

Mondrian Investment Partners LTD 3.20% Add +39.3% 89,948,537 $233.0M
Goldman Sachs Group Inc. 0.01% Add +0.1% 22,193,207 $57.5M
Arrowstreet Capital, Limited Partnership 0.05% Add +42.5% 20,327,826 $52.6M
Dimensional Fund Advisors LP 0.01% Reduce -4.0% 17,874,484 $46.3M
Morgan Stanley 0.00% Reduce -10.4% 17,198,695 $44.5M
FMR LLC 0.00% Reduce -1.6% 16,347,830 $42.3M
Macquarie Group Ltd. 0.05% Reduce -10.4% 15,545,439 $40.3M
CIBC Private Wealth Group LLC 0.06% Reduce -58.7% 12,259,027 $31.5M
Morningstar Investment Services LLC 0.29% Reduce -53.0% 9,947,897 $26.2M
Northern Trust Corp. 0.00% Add +0.1% 9,839,686 $25.5M
Bank of America Corp. 0.00% Reduce -5.7% 8,583,862 $22.2M
BlackRock Inc. 0.00% Add +4.6% 6,915,140 $17.9M
Millennium Management 0.01% Reduce -4.2% 5,736,271 $14.9M
Envestnet Asset Management Inc. 0.01% Add +1.2% 5,735,145 $14.9M
Janney Capital Management LLC 0.87% Add +2.0% 5,024,685 $13.0M
Crossmark Global Holdings, Inc. 0.25% Reduce -2.8% 4,959,010 $12.8M
JPMorgan Chase & Co. 0.00% Add +12.7% 4,824,258 $12.5M
American Century Companies Inc. 0.01% Add +9.3% 4,668,136 $12.1M
Cowen Investment Management LLC 16.27% No change 4,421,183 $11.5M
First Eagle Investment Management, LLC 0.02% Add +9.3% 4,060,740 $10.5M
Wells Fargo & Company 0.00% Reduce -6.5% 3,853,109 $10.0M
Cibc World Market Inc. 0.02% Add +2.3% 3,463,652 $9.0M
Ameriprise Financial Inc. 0.00% Add +8.3% 3,161,827 $8.2M
O'shaughnessy Asset Management, LLC 0.08% Add +195.8% 2,833,546 $7.3M
Neuberger Berman Group LLC 0.01% Add +1.7% 2,779,783 $7.2M
Bard Financial Services, Inc. 0.70% Add +5.3% 2,536,805 $6.6M
Optiver Holding B.V. 0.24% Reduce -4.9% 2,252,522 $5.9M
Norges Bank 0.00% No change 2,000,000 $5.2M
UBS Group AG 0.00% Reduce -15.6% 1,939,423 $5.0M
Renaissance Technologies 0.01% Reduce -26.9% 1,649,106 $4.3M
Old Mission Capital LLC 0.10% Reduce -27.7% 1,621,375 $4.2M
Ethic Inc. 0.10% Reduce -8.7% 1,596,619 $4.1M
Franklin Resources Inc. 0.00% Add +5.6% 1,590,404 $4.1M
QRG Capital Management, Inc. 0.05% Add +0.1% 1,539,088 $4.0M
Citadel Advisors 0.00% Add +5.4% 1,473,867 $3.8M
Natixis Advisors, LLC 0.01% Reduce -80.4% 1,393,398 $3.6M
LPL Financial LLC 0.00% Add +21.0% 1,374,061 $3.6M
Timber Creek Capital Management LLC 1.11% Add +3.6% 1,366,230 $3.5M
Cetera Investment Advisers 0.01% Add +1653.7% 1,214,920 $3.1M
Raymond James & Associates 0.00% Reduce -52.6% 1,159,417 $3.0M
Advisors Management Group Inc. 0.69% Reduce -0.8% 1,067,408 $2.8M
Logan Capital Management Inc. 0.12% New 1,050,378 $2.7M
MML Investors Services, LLC 0.01% Reduce -1.6% 1,024,135 $2.7M
Mesirow Financial Investment Management, Inc. 0.06% Add +0.2% 1,003,630 $2.6M
Stifel Financial Corp. 0.00% Add +69.4% 1,001,279 $2.6M
AMG National Trust Bank 0.08% New 997,099 $2.6M
HRT Financial LP 0.02% Add +133.1% 958,759 $2.5M
Citigroup Inc. 0.00% Add +19.0% 948,050 $2.5M
Henry James International Management Inc. 0.73% Add +0.1% 919,039 $2.4M
Mercer Global Advisors Inc. 0.01% Reduce -10.2% 901,869 $2.3M
Virtu Financial LLC 0.18% Add +553.5% 895,221 $2.3M
Semmax Financial Advisors Inc. 0.73% Reduce -13.6% 795,634 $2.2M
Point72 Asset Management 0.01% Add +173.6% 831,800 $2.2M
Ritholtz Wealth Management 0.07% Add +118.0% 751,354 $1.9M
Townsquare Capital LLC 0.03% New 696,234 $1.8M
HighTower Advisors, LLC 0.00% Add +13.5% 694,909 $1.8M
Rockefeller Capital Management L.P. 0.01% Reduce -5.8% 668,171 $1.7M
Sei Investments Co. 0.00% Add +5.1% 663,745 $1.7M
Creative Planning 0.00% Add +13.0% 659,940 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.7% 643,240 $1.7M
English Capital Management LLC 1.28% No change 629,115 $1.6M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -9.0% 623,707 $1.6M
Charles Schwab Investment Management Inc. 0.00% Add +49.6% 597,057 $1.5M
Royal Bank of Canada 0.00% Add +11.5% 529,726 $1.4M
Bank of New York Mellon Corp 0.00% Reduce -13.6% 528,256 $1.4M
Squarepoint Ops LLC 0.01% Reduce -17.3% 502,058 $1.3M
Marshall Wace, LLP 0.00% New 493,464 $1.3M
Mariner, LLC 0.00% Add +4.6% 492,216 $1.3M
First Trust Advisors LP 0.00% Reduce -22.3% 481,382 $1.2M
Vanguard Personalized Indexing Management, LLC 0.03% Add +15.0% 457,222 $1.2M
NewEdge Wealth, LLC 0.03% Add +2.6% 444,107 $1.1M
Vestmark Advisory Solutions, Inc. 0.05% Add +0.7% 435,998 $1.1M
Cerity Partners LLC 0.00% Add +111.6% 434,852 $1.1M
US Bancorp \de 0.00% Add +25.6% 406,443 $1.1M
Pathstone Holdings, LLC 0.00% Add +78.0% 388,868 $1.0M
Twin City Private Wealth, LLC 0.95% — 374,249 $969K
Qtron Investments LLC 0.14% No change 369,351 $957K
DRW Securities, LLC 0.05% Reduce -43.7% 364,710 $945K
Global Retirement Partners, LLC 0.03% Add +8.3% 358,192 $928K
Naviter Wealth, LLC 0.15% Add +28.3% 354,858 $919K
Jane Street Group, LLC 0.00% Reduce -44.1% 329,489 $853K
Truist Financial Corp. 0.00% Add +22.0% 316,933 $821K
Avantax Advisory Services, Inc. 0.01% Add +49.0% 292,670 $758K
Signaturefd, LLC 0.01% Add +7.1% 269,593 $698K
Janney Montgomery Scott LLC 0.00% Add +19.3% 266,603 $691K
Yousif Capital Management, LLC 0.01% No change 265,182 $687K
Principal Securities, Inc. 0.02% Add +5.8% 260,720 $675K
First Trust Direct Indexing L.P. 0.05% Reduce -17.1% 256,913 $665K
Osaic Holdings, Inc. 0.00% Reduce -50.1% 243,183 $630K
Quantbot Technologies LP 0.04% Reduce -16.9% 240,532 $623K
Intrust Bank NA 0.07% Reduce -15.8% 236,286 $612K
Ellevest, Inc. 0.04% Reduce -16.7% 235,506 $610K
Connor, Clark & Lunn Investment Management Ltd. 0.00% No change 227,169 $588K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -3.0% 224,723 $582K
Susquehanna International Group, LLP 0.00% Reduce -36.3% 207,613 $538K
PNC Financial Services Group, Inc. 0.00% Reduce -18.5% 206,420 $535K
Legacy Wealth Asset Management, LLC 0.14% Add +3.3% 200,529 $519K
Edge Wealth Management LLC 0.11% No change 200,000 $518K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -22.6% 196,875 $510K
Elevation Point Wealth Partners, LLC 0.04% New 191,614 $496K

"% of holder's portfolio" is LYG's weight in each manager's 13F, not the share of Lloyds Banking Group PLC-ADR the manager owns.

Show all 388 holders