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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions50$517.1M
Exits46$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
Qtron Investments LLC 0.12% Add +0.2% 201,283 $769K
Edge Wealth Management LLC 0.15% No change 200,000 $764K
Maverick Capital 0.01% Add +97.1% 198,538 $758K
Legacy Wealth Asset Management, LLC 0.21% Reduce -2.9% 195,022 $745K
PNC Financial Services Group, Inc. 0.00% Add +0.6% 193,690 $740K
Intrust Bank NA 0.07% Reduce -2.8% 190,437 $727K
Yousif Capital Management, LLC 0.01% No change 188,968 $722K
Forum Financial Management, LP 0.01% No change 181,796 $694K
Sanctuary Advisors, LLC 0.00% Reduce -7.7% 181,162 $692K
Compound Planning, Inc. 0.03% Add +14.0% 179,678 $686K
Centiva Capital, LP 0.04% New 176,494 $674K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -52.0% 172,972 $661K
Acadian Asset Management LLC 0.00% New 167,525 $639K
Jones Financial Companies LLLP 0.00% Reduce -0.9% 166,220 $638K
Rhumbline Advisers 0.00% Reduce -2.8% 166,405 $636K
Pinnacle Associates Ltd. 0.01% Add +5.7% 164,901 $630K
Kathmere Capital Management, LLC 0.05% Add +22.7% 163,831 $626K
Invesco Ltd. 0.00% Reduce -21.3% 162,927 $622K
Stephens Inc. 0.01% Add +2.5% 161,640 $617K
Ballentine Partners, LLC 0.01% Add +17.0% 160,999 $615K
Cable Hill Partners, LLC 0.06% Reduce -0.4% 149,993 $608K
Gallacher Capital Management LLC 0.29% Reduce -8.0% 156,877 $599K
Public Employees Retirement System of Ohio 0.00% No change 155,853 $595K
Elevation Point Wealth Partners, LLC 0.05% Reduce -2.6% 155,177 $593K
Susquehanna International Group, LLP 0.00% Reduce -44.8% 154,558 $590K
Commonwealth Equity Services, LLC 0.00% Add +14.3% 153,116 $585K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -4.6% 152,180 $581K
Blue Trust, Inc. 0.01% Add +13.9% 149,600 $571K
Russell Investments Group, Ltd. 0.00% Add +58.3% 148,844 $569K
&partners 0.01% Add +26.8% 143,565 $551K
Aaron Wealth Advisors LLC 0.06% Add +6.7% 139,917 $534K
Corient Private Wealth LP 0.00% Add +12.7% 139,796 $534K
Syon Capital LLC 0.04% Reduce -3.2% 139,091 $531K
Pacer Advisors, Inc. 0.00% Add +3.0% 132,831 $507K
Osaic Holdings, Inc. 0.00% Reduce -19.9% 128,662 $491K
Janney Montgomery Scott LLC 0.00% Reduce -13.7% 128,390 $490K
Apollon Wealth Management, LLC 0.01% Add +4.2% 127,795 $488K
Evergreen Capital Management LLC 0.02% Reduce -0.8% 124,740 $477K
Wealth Alliance, LLC 0.06% Add +8.2% 123,946 $473K
Allspring Global Investments Holdings, LLC 0.00% Add +4.7% 123,414 $470K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.5% 122,553 $468K
United Capital Financial Advisors, LLC 0.00% Add +0.6% 121,364 $464K
Dorsey & Whitney Trust CO LLC 0.03% Add +73.8% 120,360 $460K
Mgo One Seven LLC 0.02% Reduce -16.5% 115,527 $441K
OneDigital Investment Advisors LLC 0.01% Add +4.5% 114,694 $438K
Glenmede Trust Co. NA 0.00% Add +3.8% 111,494 $426K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.0% 109,796 $419K
Aprio Wealth Management, LLC 0.05% Add +50.1% 109,587 $419K
Portside Wealth Group, LLC 0.06% Add +9.8% 103,316 $395K
Papamarkou Wellner Asset Management inc. 0.27% Add +66.8% 102,850 $393K
Captrust Financial Advisors 0.00% Add +125.4% 100,950 $386K
Aegis Wealth Management LLC 0.22% No change 98,975 $378K
Ieq Capital, LLC 0.00% Add +6.5% 98,957 $378K
Cetera Trust Company, N.A 0.24% No change 97,075 $371K
Callan Capital, LLC 0.03% Add +25.4% 94,353 $360K
Integrated Wealth Concepts LLC 0.00% Reduce -3.6% 91,815 $351K
Cypress Wealth Services, LLC 0.07% Reduce -0.9% 90,605 $346K
Quantbot Technologies LP 0.01% Reduce -32.2% 90,419 $345K
Blue Barn Wealth, LLC 0.18% Add +20.8% 89,547 $342K
BNP Paribas Financial Markets 0.00% Reduce -44.1% 88,041 $336K
ICONIQ Capital, LLC 0.01% Add +194.1% 87,502 $334K
Advisory Services Network, LLC 0.01% Reduce -14.4% 86,401 $330K
Knights of Columbus Asset Advisors LLC 0.02% Reduce -23.3% 86,164 $329K
Brooklyn Investment Group 0.07% New 85,517 $327K
Marcum Wealth, LLC 0.03% Add +13.2% 85,341 $326K
May Hill Capital, LLC 0.12% Add +1.5% 84,725 $324K
Pitcairn Co. 0.02% Add +6.2% 81,913 $313K
Choreo, LLC 0.00% Add +8.0% 81,411 $311K
Norden Group LLC 0.04% Add +0.3% 79,726 $305K
Eagle Rock Investment Company, LLC 0.05% No change 77,176 $295K
Sivia Capital Partners, LLC 0.14% Add +15.4% 77,154 $295K
Anchor Investment Management, LLC 0.03% No change 76,000 $290K
Financial Advocates Investment Management 0.02% Add +9.2% 75,664 $289K
Sequoia Financial Advisors, LLC 0.00% Add +10.6% 75,371 $288K
Continuum Advisory, LLC 0.04% Reduce -23.1% 73,690 $281K
Independent Advisor Alliance 0.01% Reduce -4.1% 71,964 $275K
Foundations Investment Advisors, LLC 0.01% Reduce -12.3% 71,948 $275K
Callan Family Office, LLC 0.02% Reduce -10.9% 70,957 $271K
Atria Wealth Solutions, Inc. 0.00% Add +9.4% 70,812 $271K
Smartleaf Asset Management LLC 0.03% Reduce -14.6% 68,998 $265K
Prosperity Consulting Group, LLC 0.02% Add +3.0% 68,331 $261K
Gibbs Wealth Management 0.06% Add +13.2% 68,088 $260K
First Affirmative Financial Network 0.16% Reduce -15.7% 66,987 $256K
Alliance Wealth Advisors, LLC 0.15% Add +6.2% 66,417 $254K
Checchi Capital Advisers, LLC 0.02% Add +23.8% 65,389 $250K
Allworth Financial LP 0.00% Add +0.3% 63,291 $247K
Freedom Investment Management, Inc. 0.02% Reduce -27.7% 64,566 $247K
Beverly Hills Private Wealth, LLC 0.05% Reduce -1.7% 64,072 $245K
Tranquilli Financial Advisor LLC 0.15% Add +28.9% 62,911 $240K
Wilmington Savings Fund Society, FSB 0.00% Reduce -25.8% 61,974 $237K
Perigon Wealth Management, LLC 0.01% Add +4.5% 61,411 $235K
Fielder Capital Group LLC 0.07% No change 60,993 $233K
M&T Bank Corp 0.00% Add +8.2% 59,945 $229K
Ascent Group, LLC 0.01% Add +19.4% 59,130 $226K
Aspen Grove Capital, LLC 0.04% Reduce -12.6% 59,020 $225K
Synovus Financial Corp. 0.00% No change 58,936 $225K
HB Wealth Management, LLC 0.00% Add +52.4% 58,645 $224K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -53.3% 58,445 $223K
Axxcess Wealth Management, LLC 0.01% Add +2.3% 58,399 $223K
TD Private Client Wealth LLC 0.01% Add +207.5% 58,241 $222K
State Street Corp. 0.00% Add +0.6% 58,094 $222K
PDS Planning, Inc 0.02% Add +32.6% 57,598 $220K
GAMMA Investing LLC 0.02% Add +24.2% 57,543 $220K
Valeo Financial Advisors, LLC 0.01% Add +16.0% 56,872 $217K
Kestra Advisory Services, LLC 0.00% Reduce -29.4% 56,456 $216K
Parallel Advisors, LLC 0.00% Add +32.9% 56,101 $214K
Cape Investment Advisory, Inc. 0.08% Reduce -6.0% 55,379 $212K
Meriwether Wealth & Planning, LLC 0.14% Add +8.0% 55,279 $211K
Icon Wealth Advisors, LLC 0.02% Reduce -11.6% 55,198 $211K
Five Oceans Advisors 0.10% Reduce -15.2% 54,791 $209K
HighPoint Advisor Group LLC 0.01% Add +0.8% 51,905 $207K
Toronto Dominion Bank 0.00% Reduce -14.9% 54,025 $206K
one8zero8, LLC 0.05% No change 50,000 $191K
Clarius Group, LLC 0.01% Add +18.8% 49,760 $190K
Cwm, LLC 0.00% Reduce -11.9% 46,801 $179K
Sage Rhino Capital LLC 0.04% Add +10.3% 46,795 $179K
Silvercrest Asset Management Group LLC 0.00% New 46,406 $177K
Natural Investments, LLC 0.05% Reduce -6.2% 45,841 $175K
Brookstone Capital Management 0.00% Reduce -6.6% 45,675 $174K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -10.4% 48,592 $174K
West Family Investments, Inc. 0.07% Add +94.7% 45,390 $173K
Harris Associates (Oakmark Funds) 0.00% Reduce -12.2% 45,390 $173K
Sagespring Wealth Partners, LLC 0.00% New 44,627 $170K
HSBC Holdings PLC 0.00% Reduce -12.9% 44,339 $170K
Earnest Partners LLC 0.00% Reduce -18.4% 44,243 $169K
Wealthstream Advisors, Inc. 0.03% Add +3.6% 44,185 $169K
Thrivent Financial for Lutherans 0.00% No change 60,071 $166K
Decatur Capital Management, Inc. 0.09% Reduce -0.3% 43,098 $165K
Procyon Advisors, LLC 0.01% Add +38.0% 42,042 $161K
Cromwell Holdings LLC 0.10% No change 41,924 $160K
Schechter Investment Advisors, LLC 0.01% Reduce -19.4% 41,494 $159K
Hoxton Planning & Management, LLC 0.06% Add +5.0% 41,119 $157K
Prime Capital Investment Advisors, LLC 0.00% Add +0.7% 40,459 $155K
Baker Tilly Wealth Management, LLC 0.06% Add +6.3% 40,458 $155K
CreativeOne Wealth, LLC 0.00% Add +4.6% 40,077 $153K
Rehmann Capital Advisory Group 0.01% Add +1.8% 39,019 $149K
BSW Wealth Partners 0.02% Reduce -7.0% 38,984 $149K
Drive Wealth Management, LLC 0.03% Reduce -4.9% 38,466 $147K
Fortress Private Ledger, LLC 0.08% Add +82.0% 38,410 $147K
Claro Advisors Inc. 0.02% Reduce -6.2% 37,280 $142K
Crumly & Associates Inc. 0.04% Add +8.7% 36,162 $138K
Arax Advisory Partners 0.01% Add +176.4% 36,068 $138K
Personal Cfo Solutions, LLC 0.03% Reduce -3.2% 35,695 $136K
Optas, LLC 0.02% Reduce -3.4% 35,657 $136K
Platform Technology Partners 0.04% Reduce -1.1% 35,457 $135K
CarsonAllaria Wealth Management, Ltd. 0.08% Reduce -0.4% 35,263 $135K
Addison Advisors LLC 0.04% Add +2.2% 35,208 $134K
Lido Advisors, LLC 0.00% Reduce -2.0% 35,043 $134K
IFP Advisors, Inc 0.00% Add +0.5% 34,877 $133K
Prudent Man Advisors, LLC 0.05% No change 34,326 $131K
Tower Research Capital LLC (TRC) 0.00% Reduce -46.5% 33,772 $129K
Diversify Wealth Management, LLC 0.01% Reduce -14.6% 31,907 $127K
MQS Management LLC 0.07% New 33,093 $126K
Prospera Financial Services Inc 0.00% Add +2.3% 33,070 $126K
Copperleaf Capital, LLC 0.07% Add +20.0% 32,276 $123K
Diversify Advisory Services, LLC 0.01% Reduce -6.9% 30,428 $121K
EverSource Wealth Advisors, LLC 0.01% Add +48.3% 31,495 $120K
Abel Hall, LLC 0.07% Add +41.4% 31,454 $120K
Legacy Financial Advisors, Inc. 0.02% Reduce -24.1% 30,235 $115K
Guggenheim Capital LLC 0.00% Add +45.4% 29,794 $114K
Insigneo Advisory Services, LLC 0.01% Add +19.5% 29,692 $113K
Coldstream Capital Management Inc. 0.00% Add +13.8% 29,345 $112K
Hilltop Holdings Inc. 0.01% Add +15.7% 29,176 $111K
Wallace Advisory Group, LLC 0.08% Reduce -0.7% 40,415 $110K
Summit Financial, LLC 0.00% Reduce -1.5% 28,566 $109K
Sage Investment Counsel LLC 0.14% No change 28,000 $107K
Wedmont Private Capital 0.01% Reduce -2.7% 29,791 $107K
CIBC Asset Management Inc 0.00% Add +97.6% 27,917 $107K
Traveka Wealth, LLC 0.06% No change 27,901 $107K
Unique Wealth Strategies, LLC 0.05% Reduce -2.7% 27,506 $105K
Virtue Capital Management, LLC 0.01% Add +15.4% 27,457 $105K
Keel Point, LLC 0.01% Add +25.1% 27,029 $103K
Retirement Planning Co of New England, Inc. 0.05% Add +31.3% 26,985 $103K
TT Capital Management LLC 0.09% Reduce -8.5% 26,971 $103K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -4.8% 26,898 $102K
Brentview Investment Management LLC 0.05% Add +137.1% 26,741 $102K
Lindbrook Capital, LLC 0.01% Add +17.1% 26,505 $101K
CFO4Life Group, LLC 0.02% Reduce -27.6% 26,356 $101K
Florida Trust Wealth Management Co 0.00% Reduce -0.4% 25,997 $99K
Bruce G. Allen Investments, LLC 0.08% Reduce -40.1% 25,863 $99K
World Investment Advisors 0.00% Add +14.4% 25,394 $97K
HUB Investment Partners, LLC 0.00% Add +0.5% 25,015 $96K
Octavia Wealth Advisors, LLC 0.01% No change 24,714 $94K
ProVise Management Group, LLC 0.01% No change 24,665 $94K
Marino, Stram & Associates LLC 0.02% No change 24,503 $94K
Legacy Capital Wealth Partners, LLC 0.02% Add +7.4% 24,462 $93K
Keynote Financial Services LLC 0.07% No change 24,400 $93K
Scotia Capital Inc. 0.00% Add +0.8% 24,215 $93K
Bayesian Capital Management, LP 0.02% New 24,200 $92K
Cooper Financial Group 0.01% Add +7.0% 24,009 $92K
Lazari Capital Management, Inc. 0.04% Reduce -10.8% 23,992 $92K
Flow Traders U.S. LLC 0.00% New 23,896 $91K
Sage Mountain Advisors LLC 0.01% No change 23,683 $90K
Keybank National Association 0.00% Add +30.7% 23,586 $90K
Trust Point Inc. 0.01% Reduce -1.0% 23,380 $89K
Riversedge Advisors, LLC 0.02% Add +15.8% 23,247 $89K
Choate Investment Advisors 0.00% Reduce -2.5% 23,163 $88K
Petros Family Wealth, LLC 0.10% Add +6.8% 23,123 $88K
Savant Capital, LLC 0.00% Reduce -30.1% 23,049 $88K
Savvy Advisors, Inc. 0.01% Add +16.9% 21,345 $82K
Breakwater Capital Group 0.01% Add +17.7% 21,006 $80K
Lifeworks Advisors, LLC 0.01% Reduce -16.9% 20,964 $80K
D'Orazio & Associates, Inc. 0.01% Add +3.1% 20,933 $80K
GeoWealth Management, LLC 0.00% Add +0.2% 20,900 $80K
Brio Consultants, LLC 0.01% Add +21.9% 20,402 $78K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +25.0% 20,359 $78K
Snowden Capital Advisors LLC 0.00% Add +4.2% 20,228 $77K
PARK CIRCLE Co 0.07% No change 20,000 $76K
B. Riley Wealth Advisors, Inc. 0.00% Reduce -3.5% 19,976 $76K
Berger Financial Group, Inc 0.01% New 19,632 $75K
NorthCoast Asset Management LLC 0.00% Add +9.4% 19,631 $75K
Merit Financial Group, LLC 0.00% Add +70.0% 19,574 $75K
Concurrent Investment Advisors, LLC 0.00% Add +4.3% 19,460 $74K
Great Diamond Partners, LLC 0.02% Reduce -15.6% 18,887 $72K
Simplex Trading, LLC 0.00% Add +868.9% 19,077 $72K
Focus Partners Advisor Solutions, LLC 0.00% New 18,673 $71K
Seven Mile Advisory 0.05% Add +2.0% 18,621 $71K
Mesirow Financial Investment Management, Inc. 0.00% Add +58.4% 18,598 $71K
Cresset Asset Management, LLC 0.00% Add +23.5% 18,416 $70K
Good Life Advisors, LLC 0.00% New 17,955 $69K
Oppenheimer & Co. Inc. 0.00% New 17,711 $68K
Defined Wealth Management, LLC 0.04% Add +35.3% 17,343 $66K
Steward Partners Investment Advisory, LLC 0.00% Reduce -32.1% 17,260 $66K
Kestra Private Wealth Services, LLC 0.00% Reduce -11.1% 16,753 $64K
Capital Asset Advisory Services LLC 0.00% No change 16,630 $64K
NewEdge Advisors, LLC 0.00% Add +5.1% 16,352 $62K
Brighton Jones LLC 0.00% Add +3.6% 16,165 $62K
Warren Street Wealth Advisors, LLC 0.02% Add +1.7% 16,076 $61K
Epoch Investment Partners, Inc. 0.00% Reduce -3.5% 16,063 $61K
New Republic Capital, LLC 0.03% Reduce -19.9% 15,916 $61K
PFG Investments, LLC 0.00% Add +31.4% 15,588 $60K
D.A. Davidson & Co. 0.00% No change 15,438 $59K
Xponance LLC 0.00% Add +4.7% 15,435 $59K
SBI Securities Co., Ltd. 0.00% Add +22.1% 15,369 $59K
Camarda Financial Advisors, LLC 0.03% New 15,206 $58K
Aptus Capital Advisors, LLC 0.00% Reduce -17.6% 15,005 $57K
Jackson Thornton Wealth Management, LLC 0.01% Add +20.4% 15,168 $57K
Silver Oak Securities, Incorporated 0.01% New 14,765 $57K
Arkadios Wealth Advisors 0.00% Add +16.1% 14,839 $57K
Intergy Private Wealth, LLC 0.02% Add +9.9% 14,685 $56K
Olde Wealth Management, LLC 0.02% No change 14,840 $56K
Tritonpoint Wealth, LLC 0.01% Add +26.8% 14,590 $56K
Impact Capital Partners LLC 0.02% Reduce -41.3% 14,288 $55K
Centurion Wealth Management LLC 0.02% No change 20,030 $54K
IHT Wealth Management, LLC 0.00% Add +37.4% 14,144 $54K
Adero Partners, LLC 0.00% Reduce -2.2% 13,883 $53K
Johnson Investment Counsel Inc. 0.00% Add +2.7% 13,872 $53K
Legacy Financial Group, Inc. 0.02% New 13,581 $52K
Certuity, LLC 0.01% Add +3.6% 13,470 $51K
Mutual Advisors, LLC 0.00% Add +27.1% 12,916 $51K
Greenleaf Trust 0.00% New 13,297 $51K
Aletheian Wealth Advisors LLC 0.03% No change 13,296 $51K
PFG Advisors 0.00% No change 13,261 $51K
Founders Financial Securities LLC 0.00% Add +13.0% 12,778 $51K
Bank Hapoalim BM 0.01% No change 13,000 $50K
Simon Quick Advisors, LLC 0.00% Add +2.1% 12,949 $49K
Investors Research Corp 0.01% Reduce -53.9% 12,500 $48K
Quantum Portfolio Management LLC 0.02% New 12,339 $47K
Cherrydale Wealth Management, LLC 0.02% No change 12,104 $46K
Enterprise Financial Services Corp 0.03% No change 12,058 $46K
Colonial Trust Co / SC 0.01% No change 12,000 $46K
Fiduciary Financial Group, LLC 0.01% No change 12,797 $46K
Capital Investment Advisory Services, LLC 0.00% Add +17.4% 11,978 $46K
Revisor Wealth Management LLC 0.02% New 11,963 $46K
Rothschild Wealth LLC 0.01% New 11,835 $45K
MAI Capital Management 0.00% Add +61.3% 11,830 $45K
FMB Wealth Management 0.03% No change 11,812 $45K
Geneos Wealth Management Inc. 0.00% Add +162.2% 11,724 $45K
Sowell Financial Services LLC 0.00% New 11,614 $44K
Dynamic Advisor Solutions LLC 0.00% Add +4.8% 11,563 $44K
Beacon Pointe Advisors, LLC 0.00% Reduce -5.7% 11,459 $44K
Horizon Investments, LLC 0.00% Add +1.8% 11,770 $44K
SageView Advisory Group, LLC 0.00% Reduce -0.1% 11,334 $43K
Moody National Bank Trust Division 0.00% New 11,244 $43K
Fifth Third Bancorp 0.00% Add +23.4% 10,982 $42K
Holistic Financial Partners 0.02% No change 10,874 $42K
Robertson Stephens Wealth Management, LLC 0.00% Add +2.3% 10,836 $41K
Rainey & Randall Wealth Advisors Inc. 0.01% New 10,642 $41K
SYM FINANCIAL Corp 0.00% New 10,416 $40K
Squarepoint Ops LLC 0.00% New 10,334 $39K
Ausdal Financial Partners, Inc. 0.00% New 10,194 $39K
Crux Wealth Advisors 0.02% No change 10,182 $39K
GWN Securities Inc. 0.00% New 10,088 $39K
Transcend Capital Advisors, LLC 0.00% Reduce -16.1% 10,052 $38K
Interchange Capital Partners, LLC 0.01% Reduce -1.1% 10,029 $38K
Earned Wealth Advisors, LLC 0.01% New 10,007 $38K
Shepherd Financial Partners LLC 0.00% No change 10,000 $38K
Advisor Resource Council 0.00% New 10,430 $37K
Cerro Pacific Wealth Advisors LLC 0.01% Reduce -1.0% 13,297 $36K
Parkside Financial Bank & Trust 0.00% Add +140.1% 8,544 $33K
Farther Finance Advisors, LLC 0.00% Add +9.0% 8,120 $31K
Private Trust Co. NA 0.00% Add +5.8% 7,301 $28K
Salem Investment Counselors Inc. 0.00% No change 7,000 $27K
Rothschild Investment LLC 0.00% Add +12.8% 6,094 $23K
Wayfinding Financial, LLC 0.01% New 6,261 $23K
First Horizon Advisors, Inc. 0.00% Reduce -45.1% 6,005 $23K
Sierra Ocean, LLC 0.02% No change 5,929 $23K
Bessemer Group Inc. 0.00% Add +9.5% 5,630 $22K
TD Waterhouse Canada Inc. 0.00% Add +32.5% 4,871 $19K
Caitong International Asset Management Co., Ltd 0.01% New 4,825 $18K
JFS Wealth Advisors, LLC 0.00% Add +1.0% 4,342 $17K
Federation des caisses Desjardins du Quebec 0.00% Reduce -57.3% 4,100 $16K
HM Payson & Co. 0.00% New 3,958 $15K
Global Financial Private Client, LLC 0.01% No change 3,700 $14K
Brown, Lisle/Cummings, Inc. 0.00% Add +14.2% 3,427 $13K
Lanark Financial, Inc. 0.00% — 3,538 $13K
Concord Wealth Partners 0.00% Reduce -24.6% 3,056 $12K
Whipplewood Advisors, LLC 0.01% Reduce -99.9% 2 $11K
Huntington National Bank 0.00% Reduce -79.6% 2,814 $11K
UMB Bank, n.a. 0.00% No change 2,804 $11K
Creative Financial Designs Inc. 0.00% New 2,649 $10K
Raffa Wealth Management, LLC 0.00% Reduce -9.3% 2,461 $9K
Larson Financial Group LLC 0.00% New 2,421 $9K
Truvestments Capital LLC 0.00% New 2,384 $9K
GW&K Investment Management, LLC 0.00% Reduce -8.7% 2,280 $9K
Barclays PLC 0.00% No change 2,050 $8K
Glen Eagle Advisors, LLC 0.00% Reduce -50.0% 2,000 $8K
Cornerstone Planning Group LLC 0.00% Add +142.9% 1,659 $6K
Fortitude Family Office, LLC 0.00% No change 1,691 $6K
Carolinas Wealth Consulting LLC 0.00% Add +4.8% 1,539 $6K
Zions Bancorporation, National Association 0.00% — 1,519 $6K
Bell Investment Advisors, Inc 0.00% No change 1,494 $6K
GPS Wealth Strategies Group, LLC 0.00% New 1,440 $6K
REAP Financial Group, LLC 0.00% New 1,387 $5K
Mather Group, Llc. 0.00% No change 1,288 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,156 $4K
WealthCollab, LLC 0.00% No change 1,046 $4K
Retirement Wealth Solutions LLC 0.00% No change 1,039 $4K
Harbour Investments, Inc. 0.00% No change 981 $4K
Bartlett & Co. Wealth Management LLC 0.00% New 911 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 1,188 $3K
Highline Wealth Partners LLC 0.00% New 833 $3K
Spire Wealth Management 0.00% Reduce -7.0% 800 $3K
CX Institutional 0.00% New 849 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 675 $3K
TD Capital Management LLC 0.00% No change 528 $2K
Rossby Financial, LCC 0.00% New 498 $2K
CVA Family Office, LLC 0.00% No change 493 $2K
Physician Wealth Advisors, Inc. 0.00% No change 443 $2K
Binnacle Investments Inc 0.00% — 421 $2K
First Command Advisory Services, Inc. 0.00% New 329 $1K
MPWM Advisory Solutions, LLC 0.00% No change 310 $1K
Bare Financial Services, Inc 0.00% New 277 $1K
Private Wealth Asset Management, LLC 0.00% — 253 $966
WPG Advisers, LLC 0.00% No change 223 $852
Millstone Evans Group, LLC 0.00% No change 207 $791
Wood Tarver Financial Group, LLC 0.00% No change 206 $787
Provenance Wealth Advisors, LLC 0.00% No change 174 $665
Sound Income Strategies, LLC 0.00% No change 161 $615
Abound Wealth Management 0.00% Reduce -22.4% 156 $596
Bogart Wealth, LLC 0.00% Reduce -97.5% 142 $542
NewSquare Capital LLC 0.00% New 101 $386
Halbert Hargrove Global Advisors, LLC 0.00% New 91 $348
High Note Wealth, LLC 0.00% No change 64 $244
Rise Advisors, LLC 0.00% Reduce -100.0% 1 $4

"% 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.