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
Grey Street Capital, LLC 0.07% New 189,451 $491K
Voya Financial Advisors, Inc. 0.06% Add +6.6% 185,954 $489K
Private Advisor Group, LLC 0.00% Reduce -11.2% 187,999 $487K
Captrust Financial Advisors 0.00% Reduce -26.6% 185,197 $480K
Groupama Asset Managment 0.01% New 711,144 $465K
Vident Advisory, LLC 0.01% Add +14.8% 178,291 $462K
Caprock Group, LLC 0.03% Add +0.3% 175,745 $455K
Gallacher Capital Management LLC 0.23% Add +1.6% 170,953 $443K
Cresset Asset Management, LLC 0.00% Reduce -5.1% 169,035 $438K
HF Advisory Group, LLC 0.24% New 167,883 $435K
Rhumbline Advisers 0.00% Add +7.5% 160,439 $416K
Pinnacle Associates Ltd. 0.01% No change 157,205 $407K
Cubist Systematic Strategies, LLC 0.00% Reduce -63.1% 154,449 $400K
Orion Porfolio Solutions, LLC 0.00% Reduce -20.9% 152,082 $394K
Orion Portfolio Solutions, LLC 0.00% Reduce -20.9% 152,082 $394K
Quadrant Capital Group LLC 0.03% Reduce -6.1% 151,209 $392K
Cable Hill Partners, LLC 0.05% No change 160,713 $382K
Pacer Advisors, Inc. 0.00% Reduce -4.9% 146,373 $379K
Schonfeld Strategic Advisors LLC 0.00% Add +71.3% 143,716 $372K
Apollon Wealth Management, LLC 0.01% Add +10.9% 137,715 $357K
Eagle Asset Management Inc. 0.00% Reduce -2.5% 138,411 $356K
Commonwealth Equity Services, LLC 0.00% Reduce -85.5% 135,494 $351K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +1.4% 131,684 $341K
Park Avenue Securities LLC 0.00% Add +5.8% 131,417 $340K
United Capital Financial Advisors, LLC 0.00% Reduce -8.6% 126,463 $328K
Foster Victor Wealth Advisors, LLC 0.03% No change 124,368 $312K
Evergreen Capital Management LLC 0.01% Add +5.6% 117,310 $304K
Glenmede Trust Co. NA 0.00% Add +9.0% 117,163 $303K
Syon Capital LLC 0.03% Add +46.2% 115,456 $299K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.6% 113,636 $294K
First Affirmative Financial Network 0.21% Add +0.3% 108,546 $281K
Knights of Columbus Asset Advisors LLC 0.02% Reduce -5.1% 107,643 $279K
Integrated Wealth Concepts LLC 0.00% Reduce -0.5% 107,029 $277K
Ballentine Partners, LLC 0.01% Add +33.6% 105,634 $274K
Anchor Investment Management, LLC 0.03% Reduce -1.4% 103,000 $267K
Stephens Inc. 0.00% Add +14.1% 96,832 $251K
Freedom Investment Management, Inc. 0.02% Reduce -8.0% 94,544 $245K
Aaron Wealth Advisors LLC 0.03% New 93,948 $243K
Sepio Capital, LP 0.02% New 93,484 $242K
Cypress Wealth Services, LLC 0.06% Reduce -12.9% 93,049 $241K
Advisory Services Network, LLC 0.01% Add +8.2% 92,286 $239K
Cetera Trust Company, N.A 0.14% Reduce -13.8% 89,475 $232K
Continuum Advisory, LLC 0.03% Reduce -33.0% 85,163 $231K
Kathmere Capital Management, LLC 0.03% Add +153.4% 89,069 $231K
Prosperity Consulting Group, LLC 0.03% Add +86.5% 87,958 $228K
Mgo One Seven LLC 0.01% Reduce -16.2% 85,458 $221K
Compound Planning, Inc. 0.02% Add +92.0% 85,187 $221K
Northwestern Mutual Wealth Management Co. 0.00% Add +21.6% 84,456 $219K
Earnest Partners LLC 0.00% Reduce -8.0% 82,504 $214K
XTX Topco Ltd 0.03% Reduce -12.3% 81,546 $211K
HSBC Holdings PLC 0.00% Add +73.9% 80,445 $208K
New York State Common Retirement Fund 0.00% No change 80,404 $208K
Corient Private Wealth LP 0.00% Reduce -48.4% 80,334 $208K
Two Sigma Securities, LLC 0.01% New 79,695 $206K
Foundations Investment Advisors, LLC 0.01% Reduce -15.6% 76,727 $199K
Two Sigma Investments, LP 0.00% Add +82.6% 76,472 $198K
Independent Advisor Alliance 0.01% Reduce -17.3% 73,237 $190K
Kestra Advisory Services, LLC 0.00% Add +86.5% 73,054 $189K
Alliance Wealth Advisors, LLC 0.12% Add +0.1% 71,697 $186K
Marcum Wealth, LLC 0.02% Reduce -11.0% 71,240 $185K
Prudential Financial Inc. 0.00% Reduce -5.6% 70,742 $183K
Toronto Dominion Bank 0.00% No change 69,605 $180K
Sivia Capital Partners, LLC 0.12% Add +0.6% 68,946 $179K
Dynamic Advisor Solutions LLC 0.01% Add +0.4% 67,641 $175K
Ieq Capital, LLC 0.00% Add +61.3% 67,358 $174K
Aspen Grove Capital, LLC 0.05% No change 66,855 $173K
Forum Financial Management, LP 0.00% No change 66,294 $172K
Synovus Financial Corp. 0.00% Reduce -0.7% 65,205 $169K
Bank of Montreal 0.00% Reduce -6.2% 62,044 $161K
Pitcairn Co. 0.01% Add +28.2% 62,089 $161K
Bruce G. Allen Investments, LLC 0.13% Add +6.9% 61,412 $159K
MAI Capital Management 0.00% New 60,888 $158K
Blue Trust, Inc. 0.00% Reduce -0.4% 60,883 $158K
Cape Investment Advisory, Inc. 0.07% Add +5.5% 60,800 $157K
Tower Research Capital LLC (TRC) 0.00% Add +165.3% 60,503 $157K
Lake Street Advisors Group, LLC 0.01% Add +2.7% 59,102 $153K
Sequoia Financial Advisors, LLC 0.00% Reduce -82.6% 57,392 $149K
State Street Corp. 0.00% No change 56,854 $147K
O'Keefe Stevens Advisory, Inc. 0.05% Add +67.4% 56,491 $146K
Wedbush Securities Inc. 0.01% New 56,019 $145K
CarsonAllaria Wealth Management, Ltd. 0.09% Reduce -13.0% 55,012 $142K
Dorsey & Whitney Trust CO LLC 0.01% Add +3.5% 52,564 $136K
Fort Point Capital Partners LLC 0.02% No change 52,368 $136K
Wealth Enhancement Advisory Services, LLC 0.00% Add +26.2% 52,352 $136K
Callan Capital, LLC 0.01% Add +28.1% 51,918 $134K
SVB Wealth LLC 0.00% Add +13.1% 51,658 $134K
Cwm, LLC 0.00% Add +133.4% 51,514 $133K
Claro Advisors Inc. 0.02% Add +2.4% 50,737 $131K
M&T Bank Corp 0.00% Reduce -7.9% 50,272 $131K
Perigon Wealth Management, LLC 0.00% Add +6.7% 49,813 $129K
Optas, LLC 0.03% Reduce -19.9% 48,448 $125K
Tranquilli Financial Advisor LLC 0.08% Add +26.3% 47,700 $124K
Aprio Wealth Management, LLC 0.02% Add +71.5% 47,613 $123K
Centiva Capital, LP 0.01% New 47,543 $123K
Legacy Financial Advisors, Inc. 0.02% Reduce -12.4% 47,396 $123K
CreativeOne Wealth, LLC 0.00% Add +166.2% 47,224 $122K
Harris Associates (Oakmark Funds) 0.00% New 47,090 $122K
Valeo Financial Advisors, LLC 0.00% Add +18.2% 47,135 $120K
HighPoint Advisor Group LLC 0.01% Add +1.8% 44,539 $119K
Schechter Investment Advisors, LLC 0.01% Reduce -8.2% 45,790 $119K
BSW Wealth Partners 0.02% Reduce -52.5% 45,268 $117K
Checchi Capital Advisers, LLC 0.01% Add +2.0% 44,233 $115K
Clarius Group, LLC 0.01% Reduce -2.1% 43,816 $113K
Trust Point Inc. 0.01% Add +120.7% 40,720 $105K
Lincoln National Corp. 0.00% Reduce -18.9% 40,536 $105K
Parallel Advisors, LLC 0.00% Add +8.5% 39,912 $103K
Invesco Ltd. 0.00% Add +32.4% 39,205 $102K
Rodgers Brothers Inc. 0.01% Add +18.2% 39,000 $101K
Brookstone Capital Management 0.00% Add +12.1% 38,516 $100K
CFO4Life Group, LLC 0.02% No change 38,478 $100K
Prime Capital Investment Advisors, LLC 0.00% Reduce -8.9% 38,307 $99K
Sage Rhino Capital LLC 0.02% Add +7.6% 37,909 $98K
Drive Wealth Management, LLC 0.03% Reduce -5.8% 37,556 $97K
Wealthstream Advisors, Inc. 0.04% Add +5.5% 36,428 $94K
Blue Barn Wealth, LLC 0.05% New 35,044 $91K
Scotia Capital Inc. 0.00% No change 34,450 $89K
Prudent Man Advisors, LLC 0.03% Reduce -17.6% 34,326 $89K
Savant Capital, LLC 0.00% Add +17.2% 34,305 $89K
Smartleaf Asset Management LLC 0.02% Add +6.2% 33,600 $88K
Florida Trust Wealth Management Co 0.00% Add +3.2% 33,932 $88K
Allspring Global Investments Holdings, LLC 0.00% New 33,552 $87K
Lindbrook Capital, LLC 0.01% Add +3.2% 32,862 $85K
PDS Planning, Inc 0.01% Reduce -4.4% 32,286 $84K
AQR Capital Management 0.00% New 32,273 $84K
Holistic Financial Partners 0.04% No change 32,058 $83K
Addison Advisors LLC 0.03% Add +0.3% 31,831 $82K
Five Oceans Advisors 0.04% Add +0.0% 31,667 $82K
Steward Partners Investment Advisory, LLC 0.00% Add +629.2% 31,633 $82K
Vicus Capital 0.01% New 30,483 $79K
Ascent Group, LLC 0.01% Add +165.2% 30,300 $78K
Copperleaf Capital, LLC 0.07% Add +5.4% 29,744 $77K
Capstone Investment Advisors, LLC 0.00% Reduce -46.8% 28,184 $73K
Unique Wealth Strategies, LLC 0.04% Add +1.8% 28,162 $73K
Crumly & Associates Inc. 0.02% No change 27,779 $72K
Investors Research Corp 0.02% Add +1171.0% 27,135 $70K
Lifeworks Advisors, LLC 0.02% New 26,611 $69K
Russell Investments Group, Ltd. 0.00% Add +138.2% 26,453 $69K
Great Diamond Partners, LLC 0.02% Reduce -13.5% 26,344 $68K
Personal Cfo Solutions, LLC 0.01% Add +18.8% 26,128 $68K
Prospera Financial Services Inc 0.00% Reduce -17.5% 25,949 $67K
Traveka Wealth, LLC 0.03% Add +8.9% 25,909 $67K
GAMMA Investing LLC 0.01% Add +21.7% 24,976 $65K
Keynote Financial Services LLC 0.05% — 24,600 $64K
Marino, Stram & Associates LLC 0.01% No change 24,503 $63K
Virtue Capital Management, LLC 0.01% Reduce -1.7% 24,916 $63K
&partners 0.01% New 24,114 $62K
ProVise Management Group, LLC 0.01% Reduce -27.4% 23,801 $62K
Beacon Pointe Advisors, LLC 0.00% Add +4.2% 23,765 $62K
Rehmann Capital Advisory Group 0.00% Reduce -45.1% 23,732 $61K
Whittier Trust Co. of Nevada Inc. 0.00% Add +3.3% 23,447 $60K
Octavia Wealth Advisors, LLC 0.01% Reduce -6.2% 23,194 $60K
Sage Mountain Advisors LLC 0.01% Add +0.6% 23,006 $60K
AlphaMark Advisors, LLC 0.02% Add +98.0% 22,867 $59K
Assetmark, Inc. 0.00% Add +0.0% 22,693 $59K
Stratos Wealth Partners, LTD. 0.00% Reduce -21.4% 22,402 $58K
Peapack Gladstone Financial Corp. 0.00% No change 22,001 $57K
Cidel Asset Management Inc. 0.00% Reduce -25.5% 21,601 $56K
Allworth Financial LP 0.00% Add +1.9% 21,434 $56K
West Family Investments, Inc. 0.02% Add +3.2% 21,281 $55K
Warren Street Wealth Advisors, LLC 0.03% Add +68.1% 20,720 $54K
Kestra Private Wealth Services, LLC 0.00% Reduce -1.8% 20,628 $53K
IFP Advisors, Inc 0.00% Add +47.0% 20,436 $53K
Capital Asset Advisory Services LLC 0.00% Reduce -8.0% 19,851 $53K
Spire Wealth Management 0.00% Add +4.0% 20,271 $53K
Centurion Wealth Management LLC 0.02% Add +4.0% 20,270 $53K
Sterling Financial Group, Inc. 0.02% Add +57.2% 20,203 $52K
GeoWealth Management, LLC 0.00% Add +143.7% 20,067 $52K
PARK CIRCLE Co 0.05% No change 20,000 $52K
Axxcess Wealth Management, LLC 0.00% Reduce -8.0% 19,851 $51K
Abel Hall, LLC 0.04% Add +12.6% 19,850 $51K
Moody National Bank Trust Division 0.00% No change 19,757 $51K
Bleakley Financial Group, LLC 0.00% Reduce -5.8% 19,566 $51K
Simplicity Wealth,LLC 0.00% New 19,566 $51K
Wedmont Private Capital 0.00% Add +8.6% 19,058 $51K
Retirement Planning Co of New England, Inc. 0.03% New 19,046 $49K
HUB Investment Partners, LLC 0.00% Add +81.5% 18,963 $49K
Keel Point, LLC 0.01% Reduce -11.2% 18,917 $49K
Seven Mile Advisory 0.04% Reduce -3.4% 18,765 $49K
Lido Advisors, LLC 0.00% Add +7.8% 18,721 $48K
First Horizon Advisors, Inc. 0.00% Add +1.0% 18,431 $48K
Raymond James Trust N.A. 0.00% Reduce -56.3% 18,232 $47K
Coldstream Capital Management Inc. 0.00% Reduce -14.7% 18,020 $47K
Laird Norton Wetherby Trust Company, LLC 0.01% No change 17,727 $46K
Nemes Rush Group LLC 0.01% No change 17,679 $46K
Keybank National Association 0.00% Reduce -18.4% 16,999 $44K
Cooper Financial Group 0.01% New 16,932 $44K
HB Wealth Management, LLC 0.00% Add +5.8% 16,780 $43K
Summit Trail Advisors, LLC 0.00% Add +9.4% 16,601 $43K
Catalina Capital Group, LLC 0.02% New 16,150 $42K
Waldron Private Wealth LLC 0.00% Add +25.0% 15,925 $41K
Two Sigma Advisers, LP 0.00% Reduce -70.6% 15,900 $41K
EverSource Wealth Advisors, LLC 0.00% Add +44.6% 16,072 $41K
Radnor Capital Management, LLC 0.01% No change 16,000 $41K
Concurrent Investment Advisors, LLC 0.00% Reduce -2.0% 15,601 $40K
D'Orazio & Associates, Inc. 0.01% Add +42.4% 15,481 $40K
D.A. Davidson & Co. 0.00% No change 15,438 $40K
Mutual Advisors, LLC 0.00% New 15,386 $40K
New Republic Capital, LLC 0.03% No change 15,335 $40K
Olde Wealth Management, LLC 0.02% No change 14,840 $39K
Sweet Financial Partners, LLC 0.01% No change 15,000 $39K
Federation des caisses Desjardins du Quebec 0.00% No change 15,000 $39K
Breakwater Capital Group 0.01% Reduce -22.1% 14,729 $38K
Riversedge Advisors, LLC 0.01% Add +31.9% 14,655 $38K
Savvy Advisors, Inc. 0.02% Add +15.2% 14,486 $38K
Coppell Advisory Solutions Corp. 0.01% — 14,392 $37K
NewEdge Advisors, LLC 0.00% Add +602.8% 13,951 $36K
Enterprise Financial Services Corp 0.02% Reduce -72.3% 13,761 $36K
Atria Wealth Solutions, Inc. 0.00% Add +24.6% 13,506 $35K
Capital Investment Advisory Services, LLC 0.00% No change 13,500 $35K
Fifth Third Bancorp 0.00% Add +53.9% 13,283 $34K
PFG Advisors 0.00% No change 13,261 $34K
Bank Hapoalim BM 0.00% No change 13,000 $34K
Dynamic Technology Lab Private Ltd 0.00% Reduce -11.0% 12,939 $34K
Beverly Hills Private Wealth, LLC 0.01% New 13,114 $34K
Brighton Jones LLC 0.00% Add +7.2% 13,089 $34K
National Bank of Canada 0.00% Reduce -3.6% 12,462 $34K
Johnson Investment Counsel Inc. 0.00% No change 12,632 $33K
Arax Advisory Partners 0.00% Add +2.5% 12,568 $33K
Salem Investment Counselors Inc. 0.00% Reduce -65.9% 12,500 $32K
Hotchkis & Wiley Capital Management LLC 0.00% Add +2.5% 12,180 $32K
Cherrydale Wealth Management, LLC 0.01% Reduce -1.1% 12,104 $31K
Concourse Financial Group Securities, Inc. 0.00% Reduce -2.9% 12,050 $31K
GM Advisory Group, LLC 0.00% Add +20.3% 12,030 $31K
Colonial Trust Co / SC 0.01% No change 12,000 $31K
FMB Wealth Management 0.02% Add +0.0% 11,906 $31K
Susquehanna International Securities, Ltd. 0.01% New 11,693 $30K
PFG Investments, LLC 0.00% New 11,294 $29K
Choreo, LLC 0.00% No change 11,246 $29K
Snowden Capital Advisors LLC 0.00% New 11,201 $29K
National Philanthropic Trust 0.00% Reduce -5.7% 11,099 $29K
Angeles Investment Advisors, LLC 0.00% New 11,028 $29K
Boston Common Asset Management, LLC 0.00% No change 10,864 $28K
Corundum Group, Inc. 0.01% Add +2.0% 10,797 $28K
Hoxton Planning & Management, LLC 0.01% No change 10,657 $28K
Exencial Wealth Advisors, LLC 0.00% Reduce -10.3% 10,493 $27K
Brown Advisory Inc. 0.00% New 10,268 $27K
Avior Wealth Management, LLC 0.00% New 10,260 $27K
Xponance LLC 0.00% Add +0.2% 10,163 $26K
Robertson Stephens Wealth Management, LLC 0.00% No change 10,076 $26K
Planning Capital Management Corp 0.02% No change 10,057 $26K
Shepherd Financial Partners LLC 0.00% No change 10,000 $26K
Concord Wealth Partners 0.00% Add +159.4% 9,418 $24K
First Manhattan Co. Llc. 0.00% No change 9,229 $24K
TD Waterhouse Canada Inc. 0.00% No change 7,100 $21K
Headlands Technologies LLC 0.00% Reduce -34.4% 7,507 $19K
Rise Advisors, LLC 0.01% New 7,001 $18K
Eagle Bay Advisors LLC 0.01% No change 6,470 $17K
Pacifica Partners Inc. 0.01% Reduce -55.3% 5,000 $13K
JFS Wealth Advisors, LLC 0.00% Add +40.0% 4,209 $11K
Huntington National Bank 0.00% Add +395100.0% 3,952 $10K
Parkside Financial Bank & Trust 0.00% Add +5.6% 3,558 $9K
Lanark Financial, Inc. 0.00% Add +39.4% 3,538 $9K
Frazier Financial Advisors, LLC 0.01% Add +363.2% 3,233 $8K
Private Trust Co. NA 0.00% No change 3,080 $8K
HHM Wealth Advisors, LLC 0.00% No change 2,877 $7K
UMB Bank, n.a. 0.00% Reduce -28.8% 2,804 $7K
Redmont Wealth Advisors LLC 0.01% New 2,771 $7K
Farther Finance Advisors, LLC 0.00% Reduce -4.6% 2,783 $7K
Raffa Wealth Management, LLC 0.00% No change 2,712 $7K
Cutler Group LLC / CA 0.00% Add +1010.5% 2,332 $6K
Pathway Financial Advisers, LLC 0.00% New 2,250 $6K
Barclays PLC 0.00% No change 2,050 $5K
Glen Eagle Advisors, LLC 0.00% Reduce -50.0% 2,000 $5K
GW&K Investment Management, LLC 0.00% Add +25.6% 2,106 $5K
Fortitude Family Office, LLC 0.00% No change 1,691 $4K
Zions Bancorporation, N.A. 0.00% No change 1,667 $4K
Bell Investment Advisors, Inc 0.00% No change 1,494 $4K
Mather Group, Llc. 0.00% New 1,444 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,177 $3K
Bessemer Group Inc. 0.00% New 1,077 $3K
HighMark Wealth Management LLC 0.00% No change 1,047 $3K
Tradewinds Capital Management, LLC 0.00% New 1,000 $3K
RFP Financial Group LLC 0.00% Reduce -60.2% 976 $3K
Rothschild Investment LLC 0.00% Reduce -59.8% 900 $2K
EntryPoint Capital, LLC 0.00% New 866 $2K
Harbour Investments, Inc. 0.00% New 822 $2K
CVA Family Office, LLC 0.00% No change 493 $1K
TD Private Client Wealth LLC 0.00% Reduce -81.0% 477 $1K
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -15.6% 450 $1K
HBC Financial Services, PLLC 0.00% No change 500 $1K
Hexagon Capital Partners LLC 0.00% No change 375 $971
Cornerstone Planning Group LLC 0.00% Add +23.6% 309 $804
ClariVest Asset Management LLC 0.00% Reduce -9.2% 238 $626
Geneos Wealth Management Inc. 0.00% No change 237 $614
Abound Wealth Management 0.00% Reduce -25.0% 201 $521
Provenance Wealth Advisors, LLC 0.00% No change 174 $451
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 142 $370
BNP Paribas Financial Markets 0.00% Reduce -95.2% 120 $311

"% 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.