Lloyds Banking Group PLC-ADRLYG

13F holders, Q2 2025 (June 30)
478holders +23
77new positions
48sold out
9famous investors
$3.57avg. 13F price*

At the end of Q2 2025, 478 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, up 23 from Q1 2025. 77 opened new positions and 48 sold out. The largest holders were Fisher Asset Management ($632.5M), FMR LLC ($149.2M) and L1 Capital Pty Ltd ($135.9M). 9 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions77$178.7M
Exits48$12.6M

All 13F filers, Q1 2025 → Q2 2025: 196,737,943 shares bought and 63,657,934 shares sold, net +133,080,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 478 holders

Fisher Asset Management 0.25% Add +12.6% 148,828,623 $632.5M
FMR LLC 0.01% Add +10.3% 35,104,266 $149.2M
L1 Capital Pty Ltd 8.22% New 129,076,191 $135.9M
Goldman Sachs Group Inc. 0.02% Add +10.7% 26,748,337 $113.7M
Morgan Stanley 0.01% Add +19.7% 24,644,215 $104.7M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -30.8% 23,094,499 $98.2M
Dimensional Fund Advisors LP 0.01% Reduce -0.7% 13,936,369 $59.2M
Northern Trust Corp. 0.01% Reduce -11.3% 13,737,771 $58.4M
CIBC Private Wealth Group LLC 0.10% Add +3.4% 13,506,967 $57.4M
Renaissance Technologies 0.06% Add +998.7% 11,172,800 $47.5M
BlackRock, Inc. 0.00% Add +13.5% 10,337,718 $43.9M
Bank of America Corp. 0.00% Reduce -19.2% 10,264,057 $43.6M
Envestnet Asset Management Inc. 0.01% Reduce -18.5% 8,549,590 $36.3M
Millennium Management 0.03% Reduce -8.4% 7,506,320 $31.9M
First Eagle Investment Management, LLC 0.06% Add +9.9% 6,816,161 $29.0M
American Century Companies Inc. 0.02% Reduce -2.9% 6,806,177 $28.9M
Citadel Advisors 0.02% Add +1648.6% 5,250,393 $22.3M
Crossmark Global Holdings, Inc. 0.33% Add +0.7% 4,867,713 $20.7M
Wells Fargo & Company 0.00% Reduce -35.8% 4,321,763 $18.4M
UBS Group AG 0.00% Add +245.3% 4,296,768 $18.3M
Rockefeller Capital Management L.P. 0.03% Add +48.0% 3,618,576 $15.4M
Cibc World Market Inc. 0.03% Reduce -1.4% 3,528,241 $15.0M
Janney Capital Management LLC 0.85% Reduce -1.8% 3,115,690 $13.2M
O'shaughnessy Asset Management, LLC 0.08% Reduce -28.1% 2,719,119 $11.6M
Point72 Asset Management 0.03% New 2,568,800 $10.9M
Clearbridge Investments, LLC 0.01% Reduce -91.4% 2,280,279 $9.7M
Jane Street Group, LLC 0.02% Add +178.3% 2,261,115 $9.6M
QRG Capital Management, Inc. 0.08% Reduce -8.5% 2,186,886 $9.3M
Bard Financial Services, Inc. 1.04% Reduce -9.5% 2,053,105 $8.7M
Assetmark, Inc. 0.02% Add +147.2% 2,028,677 $8.6M
Raymond James Financial Inc. 0.00% Reduce -57.7% 1,839,877 $7.8M
LPL Financial LLC 0.00% Reduce -10.2% 1,802,719 $7.7M
Aquatic Capital Management LLC 0.15% New 1,710,573 $7.3M
Charles Schwab Investment Management Inc. 0.00% Add +22.9% 1,661,204 $7.1M
Natixis Advisors, LLC 0.01% Add +17.1% 1,634,323 $6.9M
JPMorgan Chase & Co. 0.00% Add +277.7% 1,512,313 $6.4M
Creative Planning 0.01% Add +15.1% 1,371,706 $5.8M
Ethic Inc. 0.10% Reduce -5.5% 1,314,314 $5.6M
Beck Bode, LLC 0.89% New 1,236,249 $5.3M
Logan Capital Management Inc. 0.24% Add +10.9% 1,211,983 $5.2M
AQR Capital Management 0.00% Add +358.5% 1,207,091 $5.1M
MML Investors Services, LLC 0.01% Reduce -31.0% 1,184,646 $5.0M
Balyasny Asset Management L.P. 0.01% Reduce -63.8% 1,155,489 $4.9M
Cetera Investment Advisers 0.01% Add +1.6% 1,148,280 $4.9M
Mercer Global Advisors Inc. 0.01% Reduce -20.7% 1,058,520 $4.5M
Ritholtz Wealth Management 0.09% Reduce -21.4% 932,080 $4.0M
Royal Bank of Canada 0.00% Reduce -17.6% 928,425 $3.9M
Focus Partners Wealth 0.01% Add +10.0% 899,504 $3.8M
Timber Creek Capital Management LLC 0.97% Reduce -25.9% 877,275 $3.8M
Citigroup Inc. 0.00% Reduce -26.6% 862,207 $3.7M
Mariner, LLC 0.01% Add +7.4% 851,467 $3.6M
Bank of New York Mellon Corp 0.00% Reduce -14.5% 848,666 $3.6M
US Bancorp \de 0.00% Add +0.2% 833,483 $3.5M
Henry James International Management Inc. 1.16% Reduce -8.4% 832,564 $3.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +10.1% 774,145 $3.3M
Franklin Resources Inc. 0.00% Reduce -16.0% 761,551 $3.2M
Ameriprise Financial Inc. 0.00% Reduce -10.6% 726,534 $3.1M
Eagle Global Advisors LLC 0.12% Add +40.0% 700,000 $3.0M
Oppenheimer Asset Management Inc. 0.03% Reduce -32.8% 689,459 $2.9M
HighTower Advisors, LLC 0.00% Reduce -4.2% 684,657 $2.9M
XTX Topco Ltd 0.12% Add +232.0% 681,027 $2.9M
Semmax Financial Advisors Inc. 0.74% Add +0.7% 645,729 $2.9M
Avantax Advisory Services, Inc. 0.02% Reduce -6.8% 670,415 $2.8M
Cubist Systematic Strategies, LLC 0.03% New 643,082 $2.7M
Inspire Investing, LLC 0.29% New 623,241 $2.6M
Sei Investments Co. 0.00% Reduce -9.7% 601,274 $2.6M
First Trust Advisors LP 0.00% Add +12.7% 579,038 $2.5M
Stifel Financial Corp. 0.00% Reduce -42.7% 578,691 $2.5M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -35.3% 547,840 $2.3M
Cookson Peirce & Co. Inc. 0.10% New 532,595 $2.3M
Pathstone Holdings, LLC 0.01% Reduce -1.0% 520,376 $2.2M
Drucker Wealth 3.0, LLC 0.40% Reduce -31.6% 495,273 $2.1M
Cerity Partners LLC 0.00% Reduce -30.4% 481,752 $2.0M
Quantbot Technologies LP 0.05% Add +430.5% 479,674 $2.0M
AMG National Trust Bank 0.05% Reduce -21.1% 467,420 $2.0M
Vident Advisory, LLC 0.02% Add +5.8% 461,001 $2.0M
NewEdge Wealth, LLC 0.03% Add +2.1% 429,735 $1.9M
Global Retirement Partners, LLC 0.04% — 427,337 $1.8M
Lockheed Martin Investment Management Co. 0.07% No change 420,060 $1.8M
Abc Arbitrage SA 0.19% New 397,446 $1.7M
Symmetry Investments LP 0.14% New 389,900 $1.7M
Two Sigma Securities, LLC 0.20% New 386,581 $1.6M
Twin City Private Wealth, LLC 1.34% Add +44.1% 386,100 $1.6M
HF Advisory Group, LLC 0.65% Add +8.3% 384,367 $1.6M
Naviter Wealth, LLC 0.20% Add +5.3% 379,011 $1.6M
Neuberger Berman Group LLC 0.00% Reduce -16.6% 376,912 $1.6M
Park Avenue Securities LLC 0.01% Reduce -25.6% 355,854 $1.5M
Compound Planning, Inc. 0.06% Add +94.3% 349,024 $1.5M
Marshall Wace, LLP 0.00% Reduce -47.2% 341,760 $1.5M
Quadrant Capital Group LLC 0.05% Reduce -30.1% 335,925 $1.4M
Signaturefd, LLC 0.02% Add +0.8% 310,881 $1.3M
Principal Securities, Inc. 0.02% Add +6.3% 306,837 $1.3M
Koss-Olinger Consulting, LLC 0.11% Reduce -1.1% 304,047 $1.3M
Truist Financial Corp. 0.00% Reduce -40.6% 279,315 $1.2M
Callan Family Office, LLC 0.03% Add +258.0% 254,052 $1.1M
Curi Capital, LLC 0.02% Reduce -13.0% 252,000 $1.1M
Private Advisor Group, LLC 0.01% Reduce -3.7% 245,516 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +24.1% 240,471 $1.0M
Voya Financial Advisors, Inc. 0.10% Add +6.9% 240,885 $1.0M
Atria Investments, Inc 0.01% Reduce -19.0% 237,788 $1.0M

"% 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 478 holders