Lloyds Banking Group PLC-ADRLYG
13F holders, Q3 2024 (September 30)430holders +5
45new positions
37sold out
6famous investors
$3.18avg. 13F price*
At the end of Q3 2024, 430 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, up 5 from Q2 2024. 45 opened new positions and 37 sold out. The largest holders were Mondrian Investment Partners LTD ($230.8M), Arrowstreet Capital, Limited Partnership ($100.0M) and Clearbridge Investments, LLC ($80.7M). 6 famous investors held it, including Lee Ainslie (0.0% of Maverick Capital's portfolio), Israel Englander (0.0% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $11.1M |
| Exits | 37 | $24.8M |
All 13F filers, Q2 2024 → Q3 2024: 38,216,538 shares bought and 17,562,840 shares sold, net +20,653,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 430 holders
| Mondrian Investment Partners LTD | 3.49% | Reduce -1.0% | 73,961,615 | $230.8M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Reduce -0.5% | 23,955,494 | $100.0M |
| Clearbridge Investments, LLC | 0.06% | Add +94.7% | 25,857,903 | $80.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.4% | 23,367,110 | $72.9M |
| Morgan Stanley | 0.00% | Add +7.4% | 19,755,869 | $61.6M |
| FMR LLC | 0.00% | Add +14.7% | 19,280,034 | $60.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.8% | 15,950,933 | $49.8M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 14,218,701 | $44.4M |
| CIBC Private Wealth Group LLC | 0.07% | Add +1.2% | 12,555,182 | $39.2M |
| Northern Trust Corp. | 0.01% | Add +9.7% | 11,583,286 | $36.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.5% | 9,905,765 | $30.9M |
| Morningstar Investment Services LLC | 0.30% | Reduce -2.5% | 9,466,971 | $29.7M |
| BlackRock, Inc. | 0.00% | — | 8,004,447 | $25.0M |
| JPMorgan Chase & Co. | 0.00% | Add +58.5% | 6,659,629 | $20.8M |
| Wells Fargo & Company | 0.00% | Add +19.8% | 6,336,809 | $19.8M |
| American Century Companies Inc. | 0.01% | Add +9.8% | 6,006,984 | $18.7M |
| First Eagle Investment Management, LLC | 0.04% | Add +7.2% | 5,451,281 | $17.0M |
| Crossmark Global Holdings, Inc. | 0.28% | Add +0.4% | 4,894,063 | $15.3M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +14.4% | 4,887,530 | $15.2M |
| Janney Capital Management LLC | 1.00% | Reduce -1.4% | 4,773,870 | $14.9M |
| Cowen Investment Management LLC | 98.58% | No change | 4,421,183 | $13.8M |
| Cibc World Market Inc. | 0.02% | Add +0.3% | 3,471,963 | $10.8M |
| Raymond James & Associates | 0.01% | Add +37.4% | 3,416,484 | $10.7M |
| Bard Financial Services, Inc. | 0.89% | Reduce -6.2% | 2,412,805 | $7.5M |
| Millennium Management | 0.01% | Reduce -36.4% | 2,184,260 | $6.8M |
| Norges Bank | 0.00% | No change | 2,000,000 | $6.2M |
| QRG Capital Management, Inc. | 0.07% | Add +15.0% | 1,961,137 | $6.1M |
| LPL Financial LLC | 0.00% | Add +21.4% | 1,959,532 | $6.1M |
| Citigroup Inc. | 0.00% | Add +58.3% | 1,703,943 | $5.3M |
| Townsquare Capital LLC | 0.06% | Add +36.1% | 1,518,111 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +36.2% | 1,482,792 | $4.6M |
| Ritholtz Wealth Management | 0.14% | Add +20.6% | 1,478,974 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +0.2% | 1,456,899 | $4.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -23.3% | 1,407,595 | $4.4M |
| Ethic Inc. | 0.10% | Add +1.0% | 1,596,619 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 1,238,689 | $3.9M |
| Timber Creek Capital Management LLC | 1.04% | Reduce -13.8% | 1,185,279 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +6.1% | 1,136,968 | $3.5M |
| Franklin Resources Inc. | 0.00% | Reduce -30.2% | 1,085,483 | $3.4M |
| Logan Capital Management Inc. | 0.14% | Add +4.5% | 1,059,457 | $3.3M |
| UBS Group AG | 0.00% | Add +0.0% | 1,057,947 | $3.3M |
| Advisors Management Group Inc. | 0.78% | Reduce -0.4% | 1,056,774 | $3.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +20.6% | 1,055,584 | $3.3M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +22.3% | 1,022,677 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.1% | 1,041,984 | $3.2M |
| AMG National Trust Bank | 0.08% | Add +0.1% | 1,002,428 | $3.1M |
| Creative Planning | 0.00% | Add +15.8% | 952,249 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +72.5% | 945,580 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +72.5% | 945,580 | $3.0M |
| Henry James International Management Inc. | 0.99% | Reduce -6.2% | 908,693 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +40.5% | 905,701 | $2.8M |
| Citadel Advisors | 0.00% | Add +436.8% | 894,396 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -55.0% | 842,951 | $2.6M |
| CoreCap Advisors, LLC | 0.12% | New | 796,476 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Add +22.1% | 791,767 | $2.5M |
| Optiver Holding B.V. | 0.06% | Reduce -55.2% | 783,402 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +15.3% | 770,465 | $2.4M |
| Drucker Wealth 3.0, LLC | 0.58% | Add +1.9% | 769,082 | $2.4M |
| US Bancorp \de | 0.00% | Add +36.6% | 757,336 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.9% | 729,093 | $2.3M |
| Old Mission Capital LLC | 0.05% | Reduce -39.0% | 727,987 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +73.3% | 687,833 | $2.1M |
| Semmax Financial Advisors Inc. | 0.58% | Reduce -1.4% | 768,765 | $2.1M |
| Calamos Wealth Management LLC | 0.11% | New | 668,738 | $2.1M |
| English Capital Management LLC | 1.43% | No change | 629,115 | $2.0M |
| Sei Investments Co. | 0.00% | Reduce -25.3% | 627,803 | $2.0M |
| Mariner, LLC | 0.00% | Add +10.3% | 620,833 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.9% | 609,398 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +28.6% | 607,735 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +10.9% | 600,498 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +8.6% | 519,559 | $1.6M |
| Caprock Group, LLC | 0.06% | Add +11.6% | 507,398 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | Add +2.7% | 454,610 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +1.6% | 454,607 | $1.4M |
| Renaissance Technologies | 0.00% | New | 452,500 | $1.4M |
| Maverick Capital | 0.03% | New | 450,191 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +11.7% | 435,089 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -10.9% | 416,880 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Reduce -0.1% | 403,957 | $1.3M |
| XTX Topco Ltd | 0.09% | Add +405.9% | 401,736 | $1.3M |
| Naviter Wealth, LLC | 0.16% | Reduce -3.6% | 365,851 | $1.1M |
| Vident Advisory, LLC | 0.03% | Add +53.7% | 362,467 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +24.2% | 359,959 | $1.1M |
| Twin City Private Wealth, LLC | 0.96% | Reduce -0.1% | 355,565 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | New | 331,650 | $1.0M |
| HF Advisory Group, LLC | 0.48% | Add +17.2% | 330,770 | $1.0M |
| Lockheed Martin Investment Management Co. | 0.05% | Reduce -43.3% | 314,680 | $982K |
| Jane Street Group, LLC | 0.00% | Add +24.5% | 309,603 | $966K |
| Atria Investments, Inc | 0.01% | Add +19.1% | 306,886 | $957K |
| Bank of Montreal | 0.00% | Add +111.4% | 297,187 | $933K |
| Signaturefd, LLC | 0.02% | Add +5.0% | 295,146 | $921K |
| Principal Securities, Inc. | 0.02% | Add +6.3% | 292,520 | $913K |
| Compound Planning, Inc. | 0.06% | Add +89.8% | 291,387 | $909K |
| Ellevest, Inc. | 0.05% | Add +4.5% | 284,496 | $888K |
| First Trust Direct Indexing L.P. | 0.05% | Reduce -3.7% | 269,710 | $841K |
| DRW Securities, LLC | 0.04% | Reduce -35.3% | 262,011 | $817K |
| Park Avenue Securities LLC | 0.01% | Add +16.9% | 249,192 | $777K |
| Qtron Investments LLC | 0.11% | Reduce -14.5% | 246,992 | $771K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.4% | 244,968 | $764K |
| Private Advisor Group, LLC | 0.00% | Add +4.6% | 221,379 | $691K |
"% 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.