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
Voya Financial Advisors, Inc. 0.06% Add +5.7% 196,569 $554K
Edge Wealth Management LLC 0.12% No change 200,000 $546K
Cresset Asset Management, LLC 0.00% Add +14.8% 193,989 $530K
Elevation Point Wealth Partners, LLC 0.04% Reduce -0.6% 190,523 $520K
PNC Financial Services Group, Inc. 0.00% Reduce -9.7% 186,494 $509K
Osaic Holdings, Inc. 0.00% Reduce -25.9% 180,210 $492K
Glenmede Trust Co. NA 0.00% Add +50.6% 176,416 $482K
Gallacher Capital Management LLC 0.24% Reduce -1.1% 169,145 $462K
HSBC Holdings PLC 0.00% Add +110.1% 169,014 $461K
Cable Hill Partners, LLC 0.05% Add +4.5% 167,976 $459K
Citadel Advisors 0.00% Reduce -88.7% 166,615 $455K
Quadrant Capital Group LLC 0.03% Add +3.0% 155,684 $425K
Rhumbline Advisers 0.00% Reduce -3.9% 154,172 $421K
Compound Planning, Inc. 0.03% Add +80.2% 153,531 $419K
Pinnacle Associates Ltd. 0.01% Reduce -3.2% 152,116 $415K
Bank of Montreal 0.00% Add +126.6% 140,574 $395K
Commonwealth Equity Services, LLC 0.00% Add +6.5% 144,252 $394K
Eagle Asset Management Inc. 0.00% Add +0.3% 138,804 $387K
Pacer Advisors, Inc. 0.00% Reduce -4.7% 139,538 $381K
Kathmere Capital Management, LLC 0.04% Add +55.6% 138,625 $378K
AQR Capital Management 0.00% Add +323.3% 136,599 $373K
Apollon Wealth Management, LLC 0.01% Reduce -1.3% 135,940 $371K
Stephens Inc. 0.01% Add +40.1% 135,636 $370K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +2.9% 135,436 $370K
Forum Financial Management, LP 0.01% Add +102.2% 134,044 $366K
Captrust Financial Advisors 0.00% Reduce -30.1% 129,550 $354K
Ballentine Partners, LLC 0.01% Add +19.5% 126,217 $345K
United Capital Financial Advisors, LLC 0.00% Reduce -0.7% 125,527 $343K
Cambridge Investment Research Advisors, Inc. 0.00% Add +8.2% 122,952 $336K
Prudential Financial Inc. 0.00% Add +72.2% 121,811 $333K
Evergreen Capital Management LLC 0.01% Add +2.4% 120,124 $328K
Syon Capital LLC 0.03% Add +3.9% 119,983 $328K
Mgo One Seven LLC 0.01% Add +29.7% 110,868 $303K
Knights of Columbus Asset Advisors LLC 0.02% No change 107,643 $294K
First Affirmative Financial Network 0.20% Reduce -1.5% 106,928 $292K
Northwestern Mutual Wealth Management Co. 0.00% Add +25.7% 106,165 $290K
Aaron Wealth Advisors LLC 0.04% Add +6.0% 99,629 $272K
Corient Private Wealth LP 0.00% Add +23.2% 98,979 $270K
Marks Group Wealth Management, Inc 0.03% New 93,436 $255K
Sepio Capital, LP 0.02% No change 93,484 $255K
Blue Trust, Inc. 0.00% Add +61.3% 98,224 $254K
Dynamic Advisor Solutions LLC 0.01% Add +37.4% 92,921 $254K
Cypress Wealth Services, LLC 0.06% Reduce -0.6% 92,528 $253K
Integrated Wealth Concepts LLC 0.00% Reduce -15.2% 90,799 $248K
Cetera Trust Company, N.A 0.15% No change 89,475 $244K
Advisory Services Network, LLC 0.01% Reduce -4.0% 88,634 $242K
Jones Financial Companies LLLP 0.00% New 87,659 $239K
Squarepoint Ops LLC 0.00% Reduce -82.7% 87,077 $238K
Sanctuary Advisors, LLC 0.00% — 90,692 $237K
Callan Capital, LLC 0.02% Add +66.3% 86,322 $236K
Continuum Advisory, LLC 0.03% Add +0.9% 85,941 $235K
Ieq Capital, LLC 0.00% Add +27.2% 85,696 $234K
Wedbush Securities Inc. 0.01% Add +52.2% 85,282 $233K
Capstone Investment Advisors, LLC 0.01% Add +196.3% 83,507 $228K
Marcum Wealth, LLC 0.02% Add +16.2% 82,780 $226K
Foundations Investment Advisors, LLC 0.01% Add +5.9% 81,254 $222K
Freedom Investment Management, Inc. 0.02% Reduce -15.0% 80,401 $219K
XTX Topco Ltd 0.02% Reduce -2.6% 79,404 $217K
Anchor Investment Management, LLC 0.02% Reduce -24.3% 78,000 $213K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -45.7% 67,502 $205K
Walleye Trading LLC 0.00% New 74,537 $203K
Allspring Global Investments Holdings, LLC 0.00% Add +121.6% 74,351 $203K
Kestra Advisory Services, LLC 0.00% Add +37.2% 100,218 $200K
Cwm, LLC 0.00% Add +37.9% 71,039 $194K
Choreo, LLC 0.00% Add +503.4% 67,857 $189K
Pitcairn Co. 0.01% Add +11.3% 69,126 $189K
Sivia Capital Partners, LLC 0.13% Add +0.1% 69,032 $188K
Aspen Grove Capital, LLC 0.04% Add +1.0% 67,494 $184K
O'Keefe Stevens Advisory, Inc. 0.06% Add +19.2% 67,347 $184K
Independent Advisor Alliance 0.01% Reduce -9.9% 66,001 $180K
Advisors Preferred, LLC 0.03% New 63,601 $177K
Aprio Wealth Management, LLC 0.03% Add +34.7% 64,134 $175K
Alliance Wealth Advisors, LLC 0.11% Reduce -10.9% 63,861 $174K
Toronto Dominion Bank 0.00% Reduce -8.8% 63,475 $173K
Earnest Partners LLC 0.00% Reduce -23.9% 62,826 $172K
Sequoia Financial Advisors, LLC 0.00% Add +7.3% 61,586 $168K
Bruce G. Allen Investments, LLC 0.14% Reduce -0.0% 61,391 $168K
Susquehanna International Group, LLP 0.00% Reduce -70.8% 60,675 $166K
Cape Investment Advisory, Inc. 0.07% Reduce -1.0% 60,217 $164K
Synovus Financial Corp. 0.00% Reduce -9.6% 58,936 $161K
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.2% 58,191 $159K
State Street Corp. 0.00% Add +0.7% 57,244 $156K
Fielder Capital Group LLC 0.06% New 56,627 $155K
Lake Street Advisors Group, LLC 0.01% Reduce -4.4% 56,499 $154K
Russell Investments Group, Ltd. 0.00% Add +112.3% 56,149 $153K
Blue Barn Wealth, LLC 0.09% Add +60.2% 56,133 $153K
Five Oceans Advisors 0.08% Add +75.9% 55,712 $152K
M&T Bank Corp 0.00% Add +9.7% 55,149 $151K
Dorsey & Whitney Trust CO LLC 0.01% Add +4.5% 54,933 $150K
Centiva Capital, LP 0.01% Add +14.6% 54,462 $149K
Perigon Wealth Management, LLC 0.00% Add +7.7% 53,648 $146K
HighPoint Advisor Group LLC 0.01% Add +7.0% 47,645 $143K
Ascent Group, LLC 0.01% Add +71.3% 51,912 $142K
Tranquilli Financial Advisor LLC 0.09% Add +5.5% 50,333 $140K
SVB Wealth LLC 0.00% Reduce -0.8% 51,271 $140K
OneDigital Investment Advisors LLC 0.00% New 51,084 $139K
Schechter Investment Advisors, LLC 0.01% Add +11.3% 50,965 $139K
Harris Associates (Oakmark Funds) 0.00% Add +7.2% 50,490 $138K
Fort Point Capital Partners LLC 0.02% Reduce -4.5% 50,000 $137K
Wealth Alliance, LLC 0.02% New 49,564 $135K
Scotia Capital Inc. 0.00% Add +42.6% 49,127 $134K
Valeo Financial Advisors, LLC 0.00% Add +3.9% 48,973 $134K
Checchi Capital Advisers, LLC 0.01% Add +6.3% 47,016 $128K
CarsonAllaria Wealth Management, Ltd. 0.08% Reduce -15.9% 46,236 $126K
Atria Wealth Solutions, Inc. 0.00% Add +241.1% 46,072 $126K
Optas, LLC 0.03% Reduce -5.5% 45,764 $125K
Legacy Financial Advisors, Inc. 0.02% Reduce -3.6% 45,683 $125K
Claro Advisors Inc. 0.02% Reduce -12.3% 44,513 $122K
Clarius Group, LLC 0.01% No change 43,816 $120K
Virtu Financial LLC 0.01% Reduce -95.2% 43,420 $119K
CreativeOne Wealth, LLC 0.01% Reduce -7.8% 43,561 $119K
Decatur Capital Management, Inc. 0.06% New 43,232 $118K
Icon Wealth Advisors, LLC 0.01% New 38,788 $118K
Brookstone Capital Management 0.00% Reduce -1.8% 37,821 $115K
Cromwell Holdings LLC 0.07% — 41,924 $114K
Portside Wealth Group, LLC 0.02% New 41,291 $113K
Smartleaf Asset Management LLC 0.02% Add +18.6% 39,851 $112K
Savant Capital, LLC 0.00% Add +18.0% 40,474 $110K
Prime Capital Investment Advisors, LLC 0.00% Add +3.7% 39,737 $108K
CFO4Life Group, LLC 0.02% Add +3.1% 39,678 $108K
Drive Wealth Management, LLC 0.03% Add +5.0% 39,431 $108K
Sage Rhino Capital LLC 0.03% Add +4.0% 39,421 $108K
Axxcess Wealth Management, LLC 0.00% Add +97.7% 39,251 $107K
Parallel Advisors, LLC 0.00% Reduce -2.3% 39,005 $106K
Wealthstream Advisors, Inc. 0.04% Add +6.4% 38,772 $106K
BSW Wealth Partners 0.02% Reduce -14.4% 38,732 $106K
Vicus Capital 0.01% Add +24.2% 37,873 $103K
Prospera Financial Services Inc 0.00% Add +45.3% 37,693 $103K
IFP Advisors, Inc 0.00% Add +76.4% 36,057 $98K
Raymond James Trust N.A. 0.00% Add +97.1% 35,934 $98K
Platform Technology Partners 0.03% — 35,857 $98K
GAMMA Investing LLC 0.01% Add +43.4% 35,806 $98K
SageView Advisory Group, LLC 0.01% New 35,675 $97K
PDS Planning, Inc 0.01% Add +9.7% 35,432 $97K
Coldstream Capital Management Inc. 0.00% Add +95.6% 35,245 $96K
Addison Advisors LLC 0.03% Add +9.9% 34,991 $96K
Lindbrook Capital, LLC 0.01% Add +6.0% 34,821 $95K
Two Sigma Investments, LP 0.00% Reduce -54.8% 34,572 $94K
Prudent Man Advisors, LLC 0.03% No change 34,326 $94K
Florida Trust Wealth Management Co 0.00% No change 33,932 $93K
Trust Point Inc. 0.01% Reduce -18.5% 33,198 $91K
&partners 0.00% Add +36.3% 32,862 $90K
Lido Advisors, LLC 0.00% Add +70.6% 31,940 $87K
Personal Cfo Solutions, LLC 0.01% Add +21.9% 31,837 $87K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.4% 30,551 $83K
Summit Trail Advisors, LLC 0.00% Add +81.4% 30,109 $82K
Holistic Financial Partners 0.04% Reduce -6.3% 30,041 $82K
Rehmann Capital Advisory Group 0.01% Add +24.3% 29,502 $81K
Traveka Wealth, LLC 0.04% Add +12.0% 29,024 $79K
AlphaMark Advisors, LLC 0.03% Add +22.1% 27,912 $76K
Keel Point, LLC 0.01% Add +37.5% 26,017 $76K
Copperleaf Capital, LLC 0.06% Reduce -7.2% 27,591 $75K
Sage Mountain Advisors LLC 0.01% Add +19.6% 27,526 $75K
Diversify Wealth Management, LLC 0.01% — 27,425 $75K
Crumly & Associates Inc. 0.02% Reduce -1.6% 27,337 $75K
Virtue Capital Management, LLC 0.01% Reduce -1.5% 24,536 $74K
Investors Research Corp 0.02% No change 27,135 $74K
Wedmont Private Capital 0.00% Add +28.0% 24,394 $74K
Unique Wealth Strategies, LLC 0.03% No change 28,162 $73K
Beacon Pointe Advisors, LLC 0.00% Add +11.7% 26,551 $72K
Lifeworks Advisors, LLC 0.02% Reduce -0.9% 26,365 $72K
Assetmark, Inc. 0.00% Add +15.6% 26,233 $72K
Whittier Trust Co. of Nevada Inc. 0.00% Add +9.8% 25,753 $70K
HUB Investment Partners, LLC 0.00% Add +34.9% 25,586 $70K
B. Riley Wealth Advisors, Inc. 0.00% New 25,337 $69K
SYM FINANCIAL Corp 0.01% New 25,251 $69K
D'Orazio & Associates, Inc. 0.01% Add +62.2% 25,111 $69K
Octavia Wealth Advisors, LLC 0.01% Add +6.5% 24,714 $67K
Keynote Financial Services LLC 0.06% No change 24,600 $67K
Allworth Financial LP 0.00% Add +3.2% 22,122 $67K
Marino, Stram & Associates LLC 0.02% No change 24,503 $67K
GeoWealth Management, LLC 0.00% Add +19.9% 24,055 $66K
ProVise Management Group, LLC 0.01% No change 23,801 $65K
Hoxton Planning & Management, LLC 0.03% Add +120.7% 23,523 $64K
Flow Traders U.S. LLC 0.00% New 23,139 $63K
Gibbs Wealth Management 0.03% New 22,623 $62K
Snowden Capital Advisors LLC 0.00% Add +98.2% 22,200 $61K
Great Diamond Partners, LLC 0.01% Reduce -16.2% 22,088 $60K
Peapack Gladstone Financial Corp. 0.00% No change 22,001 $60K
Warren Street Wealth Advisors, LLC 0.03% Add +5.1% 21,771 $59K
Cidel Asset Management Inc. 0.00% No change 21,601 $59K
Wallace Advisory Group, LLC 0.04% New 21,543 $59K
Abel Hall, LLC 0.04% Add +8.5% 21,541 $59K
Stratos Wealth Partners, LTD. 0.00% Reduce -4.1% 21,488 $59K
Norden Group LLC 0.01% New 21,470 $59K
Prosperity Consulting Group, LLC 0.01% Reduce -75.7% 21,396 $58K
West Family Investments, Inc. 0.02% No change 21,281 $58K
Financial Advocates Investment Management 0.00% New 21,156 $58K
Baker Tilly Wealth Management, LLC 0.02% New 20,397 $56K
Kestra Private Wealth Services, LLC 0.00% Reduce -1.9% 20,231 $55K
PARK CIRCLE Co 0.05% No change 20,000 $55K
Bleakley Financial Group, LLC 0.00% Add +1.5% 19,854 $54K
Simplicity Wealth,LLC 0.00% Add +1.5% 19,854 $54K
Procyon Advisors, LLC 0.00% New 19,787 $54K
Capital Asset Advisory Services LLC 0.00% Reduce -7.5% 18,365 $54K
Moody National Bank Trust Division 0.00% No change 19,757 $54K
EverSource Wealth Advisors, LLC 0.00% Add +9.2% 17,549 $53K
Seven Mile Advisory 0.04% Add +1.8% 19,099 $52K
Salem Investment Counselors Inc. 0.00% Add +48.0% 18,500 $51K
Savvy Advisors, Inc. 0.02% Add +26.7% 18,356 $50K
New Republic Capital, LLC 0.02% Add +16.3% 17,836 $49K
Concurrent Investment Advisors, LLC 0.00% Add +14.3% 17,829 $49K
Laird Norton Wetherby Trust Company, LLC 0.01% No change 17,727 $48K
Summit X, LLC 0.01% New 16,065 $48K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.2% 17,409 $48K
Diversify Advisory Services, LLC 0.00% New 16,079 $47K
Sterling Financial Group, Inc. 0.02% Reduce -14.8% 17,206 $47K
Catalina Capital Group, LLC 0.02% Add +6.0% 17,116 $47K
Keybank National Association 0.00% Add +0.2% 17,028 $46K
Lazari Capital Management, Inc. 0.02% New 17,020 $46K
HB Wealth Management, LLC 0.00% No change 16,780 $46K
Cooper Financial Group 0.01% Reduce -1.1% 16,755 $46K
Retirement Planning Co of New England, Inc. 0.02% Reduce -14.4% 16,310 $45K
Riversedge Advisors, LLC 0.01% Add +9.7% 16,080 $44K
NewEdge Advisors, LLC 0.00% Add +14.2% 15,932 $43K
Waldron Private Wealth LLC 0.00% No change 15,925 $43K
Federation des caisses Desjardins du Quebec 0.00% Add +6.0% 15,900 $43K
D.A. Davidson & Co. 0.00% No change 15,438 $42K
First Horizon Advisors, Inc. 0.00% Reduce -16.3% 15,436 $42K
Insigneo Advisory Services, LLC 0.00% New 15,353 $42K
Angeles Investment Advisors, LLC 0.00% Add +38.6% 15,290 $42K
Engineers Gate Manager LP 0.00% New 15,250 $42K
Brighton Jones LLC 0.00% Add +16.0% 15,186 $41K
Sweet Financial Partners, LLC 0.01% No change 15,000 $41K
JB Capital LLC 0.00% New 15,000 $41K
Breakwater Capital Group 0.01% No change 14,729 $40K
Fiduciary Financial Group, LLC 0.01% — 12,797 $39K
International Private Wealth Advisors LLC 0.06% New 13,934 $38K
Enterprise Financial Services Corp 0.02% No change 13,761 $38K
Mutual Advisors, LLC 0.00% Reduce -21.4% 12,095 $37K
Aptus Capital Advisors, LLC 0.00% New 13,690 $37K
Pale Fire Capital SE 0.00% New 13,510 $37K
PFG Advisors 0.00% No change 13,261 $36K
Robertson Stephens Wealth Management, LLC 0.00% Add +31.5% 13,254 $36K
Thrivent Financial for Lutherans 0.00% New 13,347 $36K
Arax Advisory Partners 0.00% Add +4.7% 13,159 $36K
Capital Advisors Inc. 0.00% New 13,123 $36K
Johnson Investment Counsel Inc. 0.00% Add +3.1% 13,022 $36K
Baron Wealth Management LLC 0.02% New 12,882 $35K
Tocqueville Asset Management L.P. 0.00% New 12,868 $35K
Bank Hapoalim BM 0.01% No change 13,000 $35K
Capital Investment Advisory Services, LLC 0.00% Reduce -5.6% 12,746 $35K
Rothschild Investment LLC 0.00% Add +1306.3% 12,657 $35K
Xponance LLC 0.00% Add +22.3% 12,430 $34K
ICONIQ Capital, LLC 0.00% New 12,354 $34K
Cherrydale Wealth Management, LLC 0.01% No change 12,104 $33K
Concourse Financial Group Securities, Inc. 0.00% No change 12,050 $33K
Colonial Trust Co / SC 0.01% No change 12,000 $33K
FMB Wealth Management 0.02% Reduce -0.8% 11,815 $32K
TCWP LLC 0.08% New 11,712 $32K
PFG Investments, LLC 0.00% Add +3.2% 11,660 $32K
Frazier Financial Advisors, LLC 0.03% Add +258.7% 11,596 $32K
Boston Partners 0.00% New 10,248 $31K
Pinnacle Wealth Planning Services, Inc. 0.00% New 11,204 $31K
National Philanthropic Trust 0.00% No change 11,099 $30K
Boston Common Asset Management, LLC 0.00% No change 10,864 $30K
Hotchkis & Wiley Capital Management LLC 0.00% Reduce -10.4% 10,910 $30K
Good Life Advisors, LLC 0.00% New 10,881 $30K
Corundum Group, Inc. 0.01% Reduce -0.3% 10,763 $29K
Intergy Private Wealth, LLC 0.01% New 10,616 $29K
Exencial Wealth Advisors, LLC 0.00% No change 10,493 $29K
Brown Advisory Inc. 0.00% No change 10,268 $28K
Dynamic Technology Lab Private Ltd 0.00% Reduce -21.9% 10,106 $28K
National Bank of Canada 0.00% Reduce -19.7% 10,012 $28K
Interchange Capital Partners, LLC 0.01% New 10,222 $28K
Transcend Capital Advisors, LLC 0.00% New 10,190 $28K
Planning Capital Management Corp 0.02% No change 10,057 $27K
Shepherd Financial Partners LLC 0.00% No change 10,000 $27K
GM Advisory Group, LLC 0.00% Reduce -16.9% 10,000 $27K
TD Waterhouse Canada Inc. 0.00% Add +34.8% 9,573 $27K
Coppell Advisory Solutions LLC 0.00% — 9,287 $25K
Fifth Third Bancorp 0.00% Reduce -35.0% 8,629 $24K
Rise Advisors, LLC 0.01% Add +3.3% 7,230 $20K
Eagle Bay Advisors LLC 0.01% Add +3.3% 6,681 $18K
Simplex Trading, LLC 0.00% New 6,569 $17K
Group One Trading LLC 0.00% New 5,456 $15K
Pacifica Partners Inc. 0.01% No change 5,000 $14K
Farther Finance Advisors, LLC 0.00% Add +78.3% 4,962 $14K
Horizon Investments, LLC 0.00% New 4,868 $13K
Clearstead Advisors, LLC 0.00% New 4,472 $12K
JFS Wealth Advisors, LLC 0.00% No change 4,209 $11K
Manchester Capital Management LLC 0.00% New 4,051 $11K
Glen Eagle Advisors, LLC 0.00% Add +100.0% 4,000 $11K
Private Trust Co. NA 0.00% Add +23.0% 3,788 $10K
Parkside Financial Bank & Trust 0.00% No change 3,558 $10K
SYSTM Wealth Solutions LLC 0.00% New 3,407 $9K
Lanark Financial, Inc. 0.00% No change 3,538 $9K
UMB Bank, n.a. 0.00% No change 2,804 $8K
Redmont Wealth Advisors LLC 0.01% No change 2,771 $8K
Raffa Wealth Management, LLC 0.00% No change 2,712 $7K
GW&K Investment Management, LLC 0.00% Add +19.6% 2,519 $7K
Zions Bancorporation, N.A. 0.00% Add +42.7% 2,379 $6K
Barclays PLC 0.00% No change 2,050 $6K
Benjamin F. Edwards & Company, Inc. 0.00% New 1,684 $5K
Crewe Advisors LLC 0.00% New 1,765 $5K
RFP Financial Group LLC 0.00% Add +77.7% 1,734 $5K
Fortitude Family Office, LLC 0.00% No change 1,691 $5K
Bell Investment Advisors, Inc 0.00% No change 1,494 $4K
Huntington National Bank 0.00% Reduce -64.6% 1,400 $4K
Avior Wealth Management, LLC 0.00% Reduce -87.1% 1,325 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +3.6% 1,220 $3K
TD Private Client Wealth LLC 0.00% Add +147.0% 1,178 $3K
Bessemer Group Inc. 0.00% No change 1,077 $3K
HighMark Wealth Management LLC 0.00% Add +1.6% 1,064 $3K
Mather Group, Llc. 0.00% Reduce -23.5% 1,105 $3K
Tradewinds Capital Management, LLC 0.00% Add +3.3% 1,033 $3K
Carolinas Wealth Consulting LLC 0.00% New 884 $2K
Harbour Investments, Inc. 0.00% No change 822 $2K
Spire Wealth Management 0.00% Reduce -96.0% 801 $2K
Cornerstone Planning Group LLC 0.00% Add +146.9% 763 $2K
Family Firm, Inc. 0.00% New 667 $2K
Opal Wealth Advisors, LLC 0.00% New 583 $2K
FinTrust Capital Advisors, LLC 0.00% New 566 $2K
CVA Family Office, LLC 0.00% No change 493 $1K
Atlas Capital Advisors Inc. 0.00% New 403 $1K
Hexagon Capital Partners LLC 0.00% No change 375 $1K
HBC Financial Services, PLLC 0.00% No change 500 $1K
Harbor Investment Advisory, LLC 0.00% New 327 $893
ClariVest Asset Management LLC 0.00% No change 238 $671
Geneos Wealth Management Inc. 0.00% No change 237 $647
Mendota Financial Group, LLC 0.00% New 232 $634
Abound Wealth Management 0.00% No change 201 $549
Provenance Wealth Advisors, LLC 0.00% No change 174 $475
Sound Income Strategies, LLC 0.00% New 161 $440
Lynx Investment Advisory 0.00% — 155 $423

"% 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.