Lloyds Banking Group PLC-ADRLYG
13F holders, Q1 2025 (March 31)455holders −1
50new positions
46sold out
8famous investors
$3.81avg. 13F price*
At the end of Q1 2025, 455 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, down 1 from Q4 2024. 50 opened new positions and 46 sold out. The largest holders were Fisher Asset Management ($504.7M), Mondrian Investment Partners LTD ($252.3M) and Arrowstreet Capital, Limited Partnership ($127.5M). 8 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).
- Company
- Lloyds Banking Group PLC-ADR
- CUSIP
- 539439109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $517.1M |
| Exits | 46 | $68.0M |
All 13F filers, Q4 2024 → Q1 2025: 173,619,524 shares bought and 117,842,761 shares sold, net +55,776,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 455 holders
| Fisher Asset Management | 0.22% | New | 132,122,777 | $504.7M |
| Mondrian Investment Partners LTD | 4.32% | Reduce -9.2% | 66,050,307 | $252.3M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +25.1% | 33,369,382 | $127.5M |
| FMR LLC | 0.01% | Add +28.0% | 31,819,347 | $121.5M |
| Clearbridge Investments, LLC | 0.09% | Add +21.9% | 26,511,724 | $101.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +6.1% | 24,154,117 | $92.3M |
| Morgan Stanley | 0.01% | Reduce -5.4% | 20,589,327 | $78.7M |
| Northern Trust Corp. | 0.01% | Reduce -0.8% | 15,487,638 | $59.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -14.4% | 14,040,936 | $53.6M |
| Bank of America Corp. | 0.00% | Add +14.3% | 12,701,406 | $48.5M |
| CIBC Private Wealth Group LLC | 0.09% | Add +5.4% | 13,065,283 | $43.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.0% | 10,492,898 | $40.1M |
| BlackRock, Inc. | 0.00% | Add +14.3% | 9,108,835 | $34.8M |
| Millennium Management | 0.03% | Add +15.5% | 8,199,299 | $31.3M |
| American Century Companies Inc. | 0.02% | Add +6.0% | 7,011,774 | $26.8M |
| Wells Fargo & Company | 0.01% | Add +10.4% | 6,726,709 | $25.7M |
| First Eagle Investment Management, LLC | 0.05% | Add +10.8% | 6,203,638 | $23.7M |
| Crossmark Global Holdings, Inc. | 0.33% | Add +0.4% | 4,831,997 | $18.5M |
| Raymond James Financial Inc. | 0.01% | Add +5.4% | 4,349,389 | $16.6M |
| O'shaughnessy Asset Management, LLC | 0.12% | Reduce -13.5% | 3,780,783 | $14.4M |
| Cibc World Market Inc. | 0.03% | Reduce -1.0% | 3,580,103 | $13.7M |
| Balyasny Asset Management L.P. | 0.03% | Add +18804.7% | 3,195,657 | $12.2M |
| Janney Capital Management LLC | 0.83% | Reduce -32.3% | 3,174,021 | $12.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +167.9% | 2,445,011 | $9.3M |
| QRG Capital Management, Inc. | 0.09% | Add +0.8% | 2,390,985 | $9.1M |
| Bard Financial Services, Inc. | 1.06% | Reduce -6.5% | 2,268,805 | $8.7M |
| LPL Financial LLC | 0.00% | Add +6.8% | 2,008,083 | $7.7M |
| MML Investors Services, LLC | 0.02% | Add +16.4% | 1,717,822 | $6.6M |
| Townsquare Capital LLC | 0.06% | Add +4.2% | 1,596,132 | $6.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -5.3% | 1,395,893 | $5.3M |
| Ethic Inc. | 0.11% | Reduce -2.8% | 1,390,416 | $5.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +20.0% | 1,351,534 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.9% | 1,334,805 | $5.1M |
| UBS Group AG | 0.00% | Add +19.3% | 1,244,211 | $4.8M |
| Creative Planning | 0.00% | Add +22.1% | 1,191,803 | $4.6M |
| Ritholtz Wealth Management | 0.14% | Reduce -4.9% | 1,186,344 | $4.5M |
| Timber Creek Capital Management LLC | 1.21% | Reduce -0.7% | 1,184,440 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 1,174,225 | $4.5M |
| Cetera Investment Advisers | 0.01% | Reduce -8.8% | 1,129,738 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +10.6% | 1,126,734 | $4.3M |
| Logan Capital Management Inc. | 0.19% | Add +1.3% | 1,092,492 | $4.2M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +3.5% | 1,026,365 | $3.9M |
| Renaissance Technologies | 0.01% | Add +33.4% | 1,016,900 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -8.2% | 1,009,696 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +23.8% | 992,298 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +9.8% | 935,947 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +9.8% | 935,947 | $3.6M |
| Henry James International Management Inc. | 1.19% | Add +0.4% | 909,264 | $3.5M |
| Franklin Resources Inc. | 0.00% | Reduce -12.8% | 907,037 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | New | 902,437 | $3.4M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +85.6% | 846,594 | $3.2M |
| US Bancorp \de | 0.00% | Add +2.5% | 831,523 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +28.2% | 820,717 | $3.1M |
| Focus Partners Wealth | 0.01% | Add +7039.1% | 817,494 | $3.1M |
| Advisors Management Group Inc. | 0.68% | Reduce -21.2% | 813,572 | $3.1M |
| Jane Street Group, LLC | 0.01% | Add +25.7% | 812,424 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 812,185 | $3.1M |
| Mariner, LLC | 0.01% | Add +6.8% | 792,603 | $3.0M |
| Drucker Wealth 3.0, LLC | 0.61% | Reduce -3.8% | 724,137 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +13.8% | 719,229 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 714,836 | $2.7M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +12.2% | 703,044 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +10.4% | 691,684 | $2.6M |
| Semmax Financial Advisors Inc. | 0.69% | Reduce -18.5% | 641,487 | $2.6M |
| Sei Investments Co. | 0.00% | Add +6.8% | 665,509 | $2.5M |
| Marshall Wace, LLP | 0.00% | New | 647,412 | $2.5M |
| English Capital Management LLC | 1.79% | No change | 629,115 | $2.4M |
| AMG National Trust Bank | 0.06% | Reduce -40.9% | 592,510 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.2% | 525,641 | $2.0M |
| Bank of Montreal | 0.00% | Add +84.5% | 518,544 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -12.8% | 514,028 | $2.0M |
| Eagle Global Advisors LLC | 0.08% | New | 500,000 | $1.9M |
| Quadrant Capital Group LLC | 0.07% | Add +184.8% | 480,487 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +65.6% | 478,335 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +3.7% | 470,311 | $1.8M |
| Caprock Group, LLC | 0.05% | Reduce -3.9% | 463,016 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.3% | 452,059 | $1.7M |
| Vident Advisory, LLC | 0.02% | Add +38.0% | 435,745 | $1.7M |
| Morningstar Investment Services LLC | 0.30% | Reduce -57.0% | 435,473 | $1.7M |
| NewEdge Wealth, LLC | 0.03% | Reduce -7.7% | 421,022 | $1.6M |
| Lockheed Martin Investment Management Co. | 0.07% | Add +59.1% | 420,060 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -82.7% | 400,416 | $1.5M |
| Naviter Wealth, LLC | 0.17% | Reduce -2.4% | 360,018 | $1.4M |
| HF Advisory Group, LLC | 0.59% | Add +3.4% | 354,746 | $1.4M |
| Signaturefd, LLC | 0.02% | Add +5.2% | 308,563 | $1.2M |
| Koss-Olinger Consulting, LLC | 0.10% | Add +205.5% | 307,348 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -0.2% | 300,255 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -4.5% | 293,537 | $1.1M |
| Curi Capital, LLC | 0.03% | New | 289,766 | $1.1M |
| Twin City Private Wealth, LLC | 0.90% | Reduce -24.8% | 267,995 | $1.0M |
| AQR Capital Management | 0.00% | Add +124.1% | 263,246 | $1.0M |
| GMO | 0.00% | Add +20.4% | 256,198 | $979K |
| Private Advisor Group, LLC | 0.01% | Add +15.2% | 254,955 | $974K |
| Ativo Capital Management LLC | 0.80% | Reduce -1.7% | 244,962 | $936K |
| Ellevest, Inc. | 0.06% | Reduce -0.2% | 233,057 | $890K |
| Voya Financial Advisors, Inc. | 0.10% | Add +10.6% | 225,365 | $865K |
| Marks Group Wealth Management, Inc | 0.08% | Add +5.0% | 220,620 | $843K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +0.2% | 208,142 | $795K |
| Principal Securities, Inc. | 0.02% | No change | 288,773 | $785K |
| XTX Topco Ltd | 0.04% | Reduce -12.0% | 205,118 | $784K |
"% 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.