Lloyds Banking Group PLC-ADRLYG

13F holders, Q3 2025 (September 30)
480holders +2
49new positions
44sold out
6famous investors
$4.54avg. 13F price*

At the end of Q3 2025, 480 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, up 2 from Q2 2025. 49 opened new positions and 44 sold out. The largest holders were Fisher Asset Management ($680.8M), Mondrian Investment Partners LTD ($285.0M) and FMR LLC ($177.3M). 6 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 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions49$5.3M
Exits44$149.8M

All 13F filers, Q2 2025 → Q3 2025: 22,627,378 shares bought and 158,858,670 shares sold, net −136,231,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 480 holders

Fisher Asset Management 0.25% Add +0.8% 149,958,264 $680.8M
Mondrian Investment Partners LTD 4.76% — 62,776,150 $285.0M
FMR LLC 0.01% Add +11.2% 39,044,405 $177.3M
Morgan Stanley 0.01% Add +3.3% 25,462,826 $115.6M
Goldman Sachs Group Inc. 0.02% Reduce -4.9% 25,433,537 $115.5M
Arrowstreet Capital, Limited Partnership 0.06% Reduce -6.4% 21,623,723 $98.2M
Northern Trust Corp. 0.01% Add +3.9% 14,279,272 $64.8M
CIBC Private Wealth Group LLC 0.11% Add +4.6% 14,129,519 $64.1M
Dimensional Fund Advisors LP 0.01% Reduce -3.5% 13,447,663 $61.1M
BlackRock, Inc. 0.00% Add +8.7% 11,233,928 $51.0M
Bank of America Corp. 0.00% Reduce -3.7% 9,882,890 $44.9M
Millennium Management 0.03% Add +17.4% 8,815,679 $40.0M
Envestnet Asset Management Inc. 0.01% Reduce -1.7% 8,405,129 $38.2M
American Century Companies Inc. 0.02% Add +19.2% 8,112,276 $36.8M
UBS Group AG 0.01% Add +54.0% 6,614,695 $30.0M
First Eagle Investment Management, LLC 0.05% Reduce -7.2% 6,328,253 $28.7M
Renaissance Technologies 0.03% Reduce -53.7% 5,170,000 $23.5M
Crossmark Global Holdings, Inc. 0.35% Add +4.3% 5,079,633 $23.1M
Wells Fargo & Company 0.00% Reduce -1.1% 4,275,848 $19.4M
Cibc World Market Inc. 0.03% Reduce -1.8% 3,466,328 $15.7M
Janney Capital Management LLC 0.87% Reduce -1.6% 3,067,364 $13.9M
O'shaughnessy Asset Management, LLC 0.08% Add +5.1% 2,858,498 $13.0M
Assetmark, Inc. 0.03% Add +35.9% 2,755,888 $12.5M
Raymond James Financial Inc. 0.00% Add +23.9% 2,280,018 $10.4M
JPMorgan Chase & Co. 0.00% Add +41.1% 2,134,374 $9.7M
Clearbridge Investments, LLC 0.01% Reduce -8.7% 2,082,346 $9.5M
LPL Financial LLC 0.00% Add +10.0% 1,983,003 $9.0M
Charles Schwab Investment Management Inc. 0.00% Add +19.3% 1,982,110 $9.0M
Cetera Investment Advisers 0.01% Add +61.1% 1,850,274 $8.4M
AQR Capital Management 0.01% Add +45.4% 1,755,101 $8.0M
Bard Financial Services, Inc. 0.82% Reduce -19.6% 1,649,635 $7.5M
Natixis Advisors, LLC 0.01% Reduce -0.4% 1,628,465 $7.4M
Creative Planning 0.01% Add +6.1% 1,455,312 $6.6M
Aquatic Capital Management LLC 0.12% Reduce -15.1% 1,452,856 $6.6M
Ethic Inc. 0.11% Add +8.3% 1,422,913 $6.5M
QRG Capital Management, Inc. 0.07% Reduce -38.8% 1,337,732 $6.1M
Beck Bode, LLC 0.93% Add +2.5% 1,267,187 $5.8M
Logan Capital Management Inc. 0.22% Reduce -5.5% 1,145,931 $5.2M
MML Investors Services, LLC 0.01% Reduce -6.3% 1,109,413 $5.0M
Citadel Advisors 0.00% Reduce -79.6% 1,071,435 $4.9M
BNP Paribas Financial Markets 0.00% Add +850.8% 1,050,939 $4.8M
US Bancorp \de 0.01% Add +25.7% 1,047,365 $4.8M
Mercer Global Advisors Inc. 0.01% Reduce -3.8% 1,018,701 $4.6M
Royal Bank of Canada 0.00% Add +6.8% 991,343 $4.5M
Ritholtz Wealth Management 0.09% Add +4.0% 969,551 $4.4M
Jane Street Group, LLC 0.01% Reduce -57.5% 962,070 $4.4M
Focus Partners Wealth 0.01% Add +4.2% 937,414 $4.3M
Eagle Global Advisors LLC 0.16% Add +32.9% 930,000 $4.2M
Rockefeller Capital Management L.P. 0.01% Reduce -74.7% 914,133 $4.2M
Mariner, LLC 0.01% Add +4.7% 891,508 $4.0M
Timber Creek Capital Management LLC 0.96% Reduce -0.6% 872,420 $4.0M
Bank of New York Mellon Corp 0.00% Add +2.2% 867,098 $3.9M
Citigroup Inc. 0.00% Reduce -0.1% 861,313 $3.9M
Henry James International Management Inc. 1.16% Reduce -0.0% 832,328 $3.8M
Vanguard Personalized Indexing Management, LLC 0.04% Add +6.3% 822,758 $3.7M
HighTower Advisors, LLC 0.00% Add +10.3% 755,405 $3.4M
Ameriprise Financial Inc. 0.00% Add +2.1% 741,774 $3.4M
Oppenheimer Asset Management Inc. 0.04% Add +5.1% 724,853 $3.3M
Sei Investments Co. 0.00% Add +5.5% 634,169 $2.9M
Inspire Investing, LLC 0.28% Add +0.8% 628,308 $2.9M
Stifel Financial Corp. 0.00% Add +2.3% 591,799 $2.7M
Cubist Systematic Strategies, LLC 0.04% Reduce -10.1% 578,264 $2.6M
Symmetry Investments LP 0.21% Add +47.2% 574,105 $2.6M
Cookson Peirce & Co. Inc. 0.10% Add +2.1% 543,678 $2.5M
Pathstone Holdings, LLC 0.01% Add +3.9% 540,476 $2.5M
NewEdge Wealth, LLC 0.03% Add +19.4% 513,327 $2.4M
Abc Arbitrage SA 0.22% Add +25.2% 497,704 $2.3M
First Trust Advisors LP 0.00% Reduce -14.2% 496,840 $2.3M
Cerity Partners LLC 0.00% Add +1.8% 490,378 $2.2M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -15.1% 465,187 $2.1M
Vident Advisory, LLC 0.02% Add +0.6% 463,722 $2.1M
AMG National Trust Bank 0.05% Reduce -2.5% 455,939 $2.1M
Caprock Group, LLC 0.05% — 428,945 $1.9M
Global Retirement Partners, LLC 0.04% Reduce -4.3% 408,812 $1.9M
HF Advisory Group, LLC 0.67% Add +4.5% 401,704 $1.8M
Arax Advisory Partners 0.03% Add +960.4% 399,709 $1.8M
Naviter Wealth, LLC 0.21% Add +3.0% 390,555 $1.8M
Twin City Private Wealth, LLC 1.38% Add +0.7% 388,793 $1.8M
Lockheed Martin Investment Management Co. 0.06% Reduce -7.6% 388,170 $1.8M
Neuberger Berman Group LLC 0.00% Add +0.4% 378,366 $1.7M
Compound Planning, Inc. 0.05% Add +6.1% 370,402 $1.7M
PNC Financial Services Group, Inc. 0.00% Add +41.0% 339,121 $1.5M
Quadrant Capital Group LLC 0.05% Add +0.1% 336,133 $1.5M
Park Avenue Securities LLC 0.01% Reduce -8.0% 327,340 $1.5M
Principal Securities, Inc. 0.02% Add +4.4% 320,424 $1.5M
Signaturefd, LLC 0.02% Add +0.5% 312,492 $1.4M
Coldstream Capital Management Inc. 0.02% Add +90.8% 307,789 $1.4M
Advisors Preferred, LLC 0.20% New 306,562 $1.4M
Truist Financial Corp. 0.00% Add +4.7% 292,472 $1.3M
Koss-Olinger Consulting, LLC 0.11% Reduce -0.1% 303,742 $1.3M
Atria Investments, Inc 0.01% Add +12.0% 266,278 $1.2M
Russell Investments Group, Ltd. 0.00% Add +21.0% 264,920 $1.2M
Private Advisor Group, LLC 0.01% Add +4.8% 257,270 $1.2M
Voya Financial Advisors, Inc. 0.11% Add +5.3% 253,648 $1.1M
Invesco Ltd. 0.00% Add +22.9% 245,008 $1.1M
Ieq Capital, LLC 0.00% Add +19.4% 241,022 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +4.3% 236,104 $1.1M
Virtue Capital Management, LLC 0.17% Reduce -94.3% 1,351 $1.0M
Hantz Financial Services, Inc. 0.02% Add +311.6% 227,764 $1.0M
Qtron Investments LLC 0.13% Add +13.0% 227,119 $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 480 holders