Lloyds Banking Group PLC-ADRLYG
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $5.3M |
| Exits | 44 | $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.