Lloyds Banking Group PLC-ADRLYG

13F holders, Q4 2024 (December 31)
456holders +26
35new positions
28sold out
7famous investors
$2.35avg. 13F price*

At the end of Q4 2024, 456 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, up 26 from Q3 2024. 35 opened new positions and 28 sold out. The largest holders were Mondrian Investment Partners LTD ($221.8M), Arrowstreet Capital, Limited Partnership ($72.5M) and FMR LLC ($67.6M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions35$55.4M
Exits28$4.5M

All 13F filers, Q3 2024 → Q4 2024: 120,557,197 shares bought and 30,433,477 shares sold, net +90,123,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 456 holders

Mondrian Investment Partners LTD 3.67% Reduce -1.7% 72,734,284 $221.8M
Arrowstreet Capital, Limited Partnership 0.06% Add +11.3% 26,669,053 $72.5M
FMR LLC 0.00% Add +28.9% 24,850,757 $67.6M
Goldman Sachs Group Inc. 0.01% Reduce -2.6% 22,756,954 $61.9M
Morgan Stanley 0.00% Add +10.1% 21,757,620 $59.2M
Clearbridge Investments, LLC 0.05% Reduce -15.9% 21,754,568 $59.2M
L1 Capital Pty Ltd 4.39% New 93,653,671 $51.3M
Dimensional Fund Advisors LP 0.01% Add +2.8% 16,404,259 $44.6M
Northern Trust Corp. 0.01% Add +34.7% 15,604,325 $42.4M
CIBC Private Wealth Group LLC 0.06% Reduce -1.3% 12,395,541 $32.8M
Bank of America Corp. 0.00% Reduce -21.8% 11,114,348 $30.2M
Envestnet Asset Management Inc. 0.01% Reduce -2.8% 9,629,551 $26.2M
BlackRock, Inc. 0.00% Reduce -0.4% 7,971,068 $21.7M
Millennium Management 0.02% Add +225.0% 7,098,940 $19.3M
American Century Companies Inc. 0.01% Add +10.1% 6,611,908 $18.0M
Wells Fargo & Company 0.00% Reduce -3.9% 6,090,946 $16.6M
First Eagle Investment Management, LLC 0.03% Add +2.8% 5,601,459 $15.2M
Crossmark Global Holdings, Inc. 0.24% Reduce -1.6% 4,813,230 $13.1M
Janney Capital Management LLC 0.84% Reduce -1.9% 4,685,732 $12.7M
Cowen Investment Management LLC 100.00% No change 4,421,183 $12.0M
O'shaughnessy Asset Management, LLC 0.10% Reduce -10.6% 4,370,608 $11.9M
Raymond James Financial Inc. 0.00% — 4,127,209 $11.2M
Cibc World Market Inc. 0.02% Add +4.2% 3,616,908 $9.8M
Bard Financial Services, Inc. 0.79% Add +0.6% 2,426,305 $6.6M
QRG Capital Management, Inc. 0.07% Add +21.0% 2,372,753 $6.5M
JPMorgan Chase & Co. 0.00% Reduce -65.3% 2,311,003 $6.3M
Norges Bank 0.00% No change 2,000,000 $5.4M
LPL Financial LLC 0.00% Reduce -4.0% 1,880,185 $5.1M
Townsquare Capital LLC 0.05% Add +0.9% 1,531,180 $4.2M
MML Investors Services, LLC 0.01% Reduce -0.4% 1,476,211 $4.0M
Natixis Advisors, LLC 0.01% Add +1.2% 1,474,286 $4.0M
Ethic Inc. 0.08% Reduce -10.4% 1,431,036 $3.9M
Mercer Global Advisors Inc. 0.01% Add +26.9% 1,322,198 $3.6M
Ritholtz Wealth Management 0.10% Reduce -15.6% 1,247,720 $3.4M
Cetera Investment Advisers 0.01% Reduce -0.0% 1,238,520 $3.4M
Citigroup Inc. 0.00% Reduce -29.8% 1,195,799 $3.3M
Timber Creek Capital Management LLC 0.94% Add +0.6% 1,192,663 $3.2M
Charles Schwab Investment Management Inc. 0.00% Add +6.7% 1,126,422 $3.1M
Stifel Financial Corp. 0.00% Reduce -3.2% 1,100,314 $3.0M
Logan Capital Management Inc. 0.12% Add +1.8% 1,078,041 $2.9M
UBS Group AG 0.00% Reduce -1.4% 1,042,838 $2.8M
Franklin Resources Inc. 0.00% Reduce -4.2% 1,039,984 $2.8M
Advisors Management Group Inc. 0.66% Reduce -2.3% 1,032,740 $2.8M
Royal Bank of Canada 0.00% Add +32.2% 1,018,634 $2.8M
Morningstar Investment Services LLC 0.25% Reduce -89.3% 1,013,242 $2.8M
AMG National Trust Bank 0.08% Add +0.0% 1,002,482 $2.7M
Oppenheimer Asset Management Inc. 0.03% Reduce -3.0% 991,970 $2.7M
Optiver Holding B.V. 0.09% Add +26.2% 988,395 $2.7M
Creative Planning 0.00% Add +2.5% 976,297 $2.7M
Semmax Financial Advisors Inc. 0.67% Add +2.3% 786,729 $2.5M
Rockefeller Capital Management L.P. 0.01% Add +25.2% 912,577 $2.5M
Henry James International Management Inc. 0.89% Reduce -0.3% 905,870 $2.5M
Orion Porfolio Solutions, LLC 0.02% Reduce -9.8% 852,630 $2.3M
Orion Portfolio Solutions, LLC 0.02% Reduce -9.8% 852,630 $2.3M
Ameriprise Financial Inc. 0.00% Reduce -1.5% 829,957 $2.3M
US Bancorp \de 0.00% Add +7.1% 811,051 $2.2M
Bank of New York Mellon Corp 0.00% Add +1.3% 801,712 $2.2M
CoreCap Advisors, LLC 0.09% Reduce -4.3% 762,526 $2.1M
Renaissance Technologies 0.00% Add +68.5% 762,340 $2.1M
Drucker Wealth 3.0, LLC 0.47% Reduce -2.1% 752,768 $2.0M
HighTower Advisors, LLC 0.00% Reduce -17.1% 750,542 $2.0M
Mariner, LLC 0.00% Add +19.5% 742,092 $2.0M
Cerity Partners LLC 0.00% Reduce -8.9% 626,459 $1.9M
Old Mission Capital LLC 0.04% Reduce -10.6% 650,923 $1.8M
Jane Street Group, LLC 0.00% Add +108.7% 646,277 $1.8M
Assetmark, Inc. 0.00% Add +3120.8% 640,202 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +4.0% 632,127 $1.7M
English Capital Management LLC 1.30% No change 629,115 $1.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +4.4% 626,703 $1.7M
Sei Investments Co. 0.00% Reduce -0.7% 623,142 $1.7M
First Trust Advisors LP 0.00% Add +41.4% 589,337 $1.6M
Pathstone Holdings, LLC 0.01% Add +5.6% 548,532 $1.5M
Caprock Group, LLC 0.04% Reduce -5.0% 481,940 $1.3M
Neuberger Berman Group LLC 0.00% Reduce -67.1% 462,639 $1.3M
NewEdge Wealth, LLC 0.02% Add +0.4% 456,249 $1.2M
Vestmark Advisory Solutions, Inc. 0.04% Add +0.3% 456,220 $1.2M
Truist Financial Corp. 0.00% Add +4.3% 453,705 $1.2M
Global Retirement Partners, LLC 0.03% Add +4.3% 421,123 $1.1M
Naviter Wealth, LLC 0.12% Add +0.9% 369,006 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.2% 360,671 $981K
Twin City Private Wealth, LLC 0.86% Add +0.3% 356,516 $970K
HF Advisory Group, LLC 0.43% Add +3.7% 343,028 $933K
Vident Advisory, LLC 0.02% Reduce -12.9% 315,869 $859K
Atria Investments, Inc 0.01% Add +0.2% 307,460 $836K
Citadel Advisors 0.00% Reduce -66.4% 300,774 $818K
Signaturefd, LLC 0.02% Reduce -0.6% 293,350 $798K
HRT Financial LP 0.00% New 289,356 $787K
Park Avenue Securities LLC 0.01% Add +15.9% 288,877 $786K
Principal Securities, Inc. 0.02% Reduce -1.3% 288,773 $785K
Bank of Montreal 0.00% Reduce -5.4% 281,110 $765K
Susquehanna International Group, LLP 0.00% Add +144.2% 280,147 $762K
Two Sigma Securities, LLC 0.14% Add +221.0% 276,209 $751K
Lockheed Martin Investment Management Co. 0.03% Reduce -16.1% 264,000 $718K
Ativo Capital Management LLC 0.67% New 249,184 $678K
Ellevest, Inc. 0.04% Reduce -17.9% 233,580 $635K
XTX Topco Ltd 0.05% Reduce -42.0% 233,130 $634K
Sanctuary Advisors, LLC 0.00% Reduce -0.9% 196,260 $606K
Private Advisor Group, LLC 0.00% Reduce -0.0% 221,282 $602K
GMO 0.00% New 212,856 $579K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -4.4% 211,208 $574K

"% 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 456 holders