Lloyds Banking Group PLC-ADRLYG
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $41.6M |
| Exits | 27 | $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.