Lloyds Banking Group PLC-ADRLYG

13F holders, Q2 2024 (June 30)
425holders +37
60new positions
27sold out
4famous investors
$2.80avg. 13F price*

At the end of Q2 2024, 425 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, up 37 from Q1 2024. 60 opened new positions and 27 sold out. The largest holders were Mondrian Investment Partners LTD ($226.4M), Arrowstreet Capital, Limited Partnership ($65.7M) and Goldman Sachs Group Inc. ($61.7M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions60$41.6M
Exits27$13.0M

All 13F filers, Q1 2024 → Q2 2024: 44,599,352 shares bought and 41,824,330 shares sold, net +2,775,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 425 holders

Mondrian Investment Partners LTD 3.48% Reduce -16.9% 74,716,427 $226.4M
Arrowstreet Capital, Limited Partnership 0.06% Add +18.4% 24,065,234 $65.7M
Goldman Sachs Group Inc. 0.01% Add +1.9% 22,605,229 $61.7M
Morgan Stanley 0.00% Add +6.9% 18,387,399 $50.2M
FMR LLC 0.00% Add +2.8% 16,807,771 $45.9M
Dimensional Fund Advisors LP 0.01% Reduce -8.2% 16,411,038 $44.8M
Bank of America Corp. 0.00% Add +69.4% 14,537,827 $39.7M
CIBC Private Wealth Group LLC 0.07% Add +1.2% 12,411,168 $37.1M
Clearbridge Investments, LLC 0.03% New 13,279,295 $36.3M
Northern Trust Corp. 0.00% Add +7.4% 10,564,299 $28.8M
Morningstar Investment Services LLC 0.30% Reduce -2.4% 9,714,422 $27.4M
Envestnet Asset Management Inc. 0.01% Add +49.5% 8,577,101 $23.4M
BlackRock Inc. 0.00% Add +7.7% 7,445,742 $20.3M
Macquarie Group Ltd. 0.02% Reduce -53.5% 7,227,644 $19.7M
American Century Companies Inc. 0.01% Add +17.2% 5,472,171 $14.9M
Wells Fargo & Company 0.00% Add +37.3% 5,289,929 $14.4M
First Eagle Investment Management, LLC 0.03% Add +25.3% 5,087,379 $13.9M
Crossmark Global Holdings, Inc. 0.26% Reduce -1.7% 4,875,569 $13.3M
Janney Capital Management LLC 0.93% Reduce -3.6% 4,841,939 $13.2M
Cowen Investment Management LLC 21.25% No change 4,421,183 $12.1M
O'shaughnessy Asset Management, LLC 0.12% Add +50.8% 4,272,387 $11.7M
JPMorgan Chase & Co. 0.00% Reduce -12.9% 4,202,715 $11.5M
Cibc World Market Inc. 0.02% Reduce -0.1% 3,461,057 $9.4M
Millennium Management 0.01% Reduce -40.1% 3,433,596 $9.4M
Bard Financial Services, Inc. 0.73% Add +1.4% 2,572,305 $7.0M
Raymond James & Associates 0.00% Add +114.5% 2,487,006 $6.8M
Norges Bank 0.00% No change 2,000,000 $5.5M
Ameriprise Financial Inc. 0.00% Reduce -40.7% 1,874,282 $5.1M
Neuberger Berman Group LLC 0.00% Reduce -34.0% 1,835,765 $5.0M
Optiver Holding B.V. 0.09% Reduce -22.4% 1,747,560 $4.8M
QRG Capital Management, Inc. 0.06% Add +10.8% 1,705,469 $4.7M
LPL Financial LLC 0.00% Add +17.4% 1,613,830 $4.4M
Ethic Inc. 0.10% Reduce -1.0% 1,580,790 $4.3M
Franklin Resources Inc. 0.00% Reduce -2.2% 1,555,394 $4.2M
Natixis Advisors, LLC 0.01% Add +4.4% 1,454,414 $4.0M
Timber Creek Capital Management LLC 1.13% Add +0.6% 1,374,914 $3.8M
Ritholtz Wealth Management 0.11% Add +63.3% 1,226,609 $3.3M
Cetera Investment Advisers 0.01% Add +0.5% 1,221,301 $3.3M
Old Mission Capital LLC 0.09% Reduce -26.4% 1,193,950 $3.3M
Townsquare Capital LLC 0.04% Add +60.2% 1,115,113 $3.0M
MML Investors Services, LLC 0.01% Add +6.3% 1,088,428 $3.0M
Citigroup Inc. 0.00% Add +13.5% 1,076,351 $2.9M
Stifel Financial Corp. 0.00% Add +7.0% 1,071,339 $2.9M
Advisors Management Group Inc. 0.72% Reduce -0.6% 1,061,134 $2.9M
UBS Group AG 0.00% Reduce -45.5% 1,057,595 $2.9M
Logan Capital Management Inc. 0.12% Reduce -3.4% 1,014,208 $2.8M
Mesirow Financial Investment Management, Inc. 0.06% Add +0.1% 1,004,980 $2.7M
AMG National Trust Bank 0.07% Add +0.4% 1,001,075 $2.7M
Mercer Global Advisors Inc. 0.01% Add +10.9% 1,000,521 $2.7M
Henry James International Management Inc. 0.94% Add +5.4% 968,851 $2.6M
Charles Schwab Investment Management Inc. 0.00% Add +46.6% 875,406 $2.4M
Semmax Financial Advisors Inc. 0.70% Reduce -2.0% 779,586 $2.3M
Sei Investments Co. 0.00% Add +26.6% 840,209 $2.3M
Oppenheimer Asset Management Inc. 0.03% Add +30.0% 836,234 $2.3M
Creative Planning 0.00% Add +24.6% 822,309 $2.2M
Drucker Wealth 3.0, LLC 0.55% — 754,340 $2.1M
Rockefeller Capital Management L.P. 0.01% Add +6.0% 708,379 $1.9M
Royal Bank of Canada 0.00% Add +26.1% 668,271 $1.8M
Bank of New York Mellon Corp 0.00% Add +22.8% 648,513 $1.8M
HighTower Advisors, LLC 0.00% Reduce -7.2% 644,572 $1.8M
Raymond James Financial Services Advisors, Inc. 0.00% Add +2.8% 641,053 $1.8M
English Capital Management LLC 1.44% No change 629,115 $1.7M
Mariner, LLC 0.00% Add +14.3% 562,864 $1.5M
Lockheed Martin Investment Management Co. 0.09% New 555,000 $1.5M
US Bancorp \de 0.00% Add +36.4% 554,474 $1.5M
Orion Porfolio Solutions, LLC 0.02% Add +260.4% 548,126 $1.5M
Orion Portfolio Solutions, LLC 0.02% Add +260.4% 548,126 $1.5M
Vanguard Personalized Indexing Management, LLC 0.03% Add +18.5% 541,625 $1.5M
Pathstone Holdings, LLC 0.01% Add +23.0% 478,376 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +61.5% 472,726 $1.3M
First Trust Advisors LP 0.00% Reduce -2.8% 468,049 $1.3M
Caprock Group, LLC 0.05% Add +158.7% 454,613 $1.2M
Vestmark Advisory Solutions, Inc. 0.05% Add +2.6% 447,211 $1.2M
NewEdge Wealth, LLC 0.03% Reduce -0.3% 442,801 $1.2M
DRW Securities, LLC 0.07% Add +11.0% 404,791 $1.1M
Global Retirement Partners, LLC 0.03% Add +12.9% 404,520 $1.1M
Cerity Partners LLC 0.00% Reduce -8.7% 396,906 $1.1M
Truist Financial Corp. 0.00% Add +22.9% 389,410 $1.1M
Naviter Wealth, LLC 0.15% Add +6.9% 379,401 $1.0M
Twin City Private Wealth, LLC 0.92% Reduce -4.9% 355,863 $972K
Envestnet Portfolio Solutions, Inc. 0.00% Add +47.3% 289,916 $791K
Qtron Investments LLC 0.11% Reduce -21.8% 288,947 $789K
HF Advisory Group, LLC 0.40% Add +68.1% 282,252 $771K
Signaturefd, LLC 0.02% Add +4.3% 281,153 $768K
First Trust Direct Indexing L.P. 0.05% Add +9.0% 280,004 $764K
Principal Securities, Inc. 0.02% Add +5.6% 275,274 $751K
Ellevest, Inc. 0.04% Add +15.7% 272,382 $744K
Invesco Ltd. 0.00% Add +571.9% 263,433 $719K
Atria Investments, Inc 0.01% New 257,649 $703K
Yousif Capital Management, LLC 0.01% Reduce -4.3% 253,652 $692K
Jane Street Group, LLC 0.00% Reduce -24.5% 248,675 $679K
Vident Advisory, LLC 0.02% Add +32.3% 235,823 $644K
Intrust Bank NA 0.07% Reduce -4.7% 225,233 $615K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -2.0% 222,699 $608K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -1.7% 220,886 $603K
MAI Capital Management 0.01% Add +261.8% 220,291 $601K
Park Avenue Securities LLC 0.01% Add +62.3% 213,240 $582K
Janney Montgomery Scott LLC 0.00% Reduce -20.0% 213,173 $582K
Private Advisor Group, LLC 0.00% Add +12.6% 211,658 $578K
Legacy Wealth Asset Management, LLC 0.16% Add +1.8% 204,224 $558K

"% 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 425 holders