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
Bank of Montreal 0.00% Add +104.1% 222,098 $1.0M
Susquehanna International Group, LLP 0.00% Add +1.0% 215,093 $977K
Intrust Bank NA 0.08% Add +2.7% 214,798 $975K
Callan Family Office, LLC 0.03% Reduce -19.2% 205,383 $932K
Point72 Asset Management 0.00% Reduce -92.0% 205,200 $932K
Edge Wealth Management LLC 0.16% No change 200,000 $908K
Orion Porfolio Solutions, LLC 0.01% Reduce -10.8% 195,438 $887K
Ellevest, Inc. 0.13% Reduce -8.0% 195,003 $885K
Sanctuary Advisors, LLC 0.01% Add +89.6% 192,457 $874K
Osaic Holdings, Inc. 0.00% Add +11.4% 192,475 $853K
Forum Financial Management, LP 0.01% No change 181,796 $825K
&partners 0.01% Reduce -3.2% 180,306 $823K
Legacy Wealth Asset Management, LLC 0.20% Reduce -1.2% 181,253 $823K
Corient Private Wealth LP 0.00% Add +26.7% 177,328 $805K
Drucker Wealth 3.0, LLC 0.14% Reduce -64.3% 177,075 $804K
Acadian Asset Management LLC 0.00% Reduce -4.0% 175,371 $795K
Dynasty Wealth Management, LLC 0.01% New 169,432 $769K
Yousif Capital Management, LLC 0.01% Reduce -18.6% 165,293 $750K
Pinnacle Associates Ltd. 0.01% No change 164,875 $749K
Gallacher Capital Management LLC 0.29% Add +7.7% 162,574 $738K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -2.0% 162,396 $737K
Kathmere Capital Management, LLC 0.05% Reduce -1.2% 158,119 $718K
Ballentine Partners, LLC 0.01% Reduce -7.2% 157,470 $715K
Public Employees Retirement System of Ohio 0.00% No change 155,853 $708K
Rhumbline Advisers 0.00% Reduce -8.4% 153,422 $697K
Wealth Enhancement Advisory Services, LLC 0.00% Add +22.2% 151,589 $687K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -9.7% 144,384 $656K
Integrated Wealth Concepts LLC 0.01% Add +5.6% 141,627 $643K
Syon Capital LLC 0.03% Reduce -1.3% 140,532 $638K
Sivia Capital Partners, LLC 0.18% Add +0.1% 140,044 $636K
Marino, Stram & Associates LLC 0.11% Add +7.3% 139,369 $633K
Aaron Wealth Advisors LLC 0.04% Reduce -1.7% 136,457 $620K
Blue Trust, Inc. 0.01% Reduce -8.7% 133,456 $606K
CIBC Asset Management Inc 0.00% Add +115.5% 132,571 $602K
Brooklyn Investment Group 0.08% Reduce -2.3% 139,540 $590K
Evergreen Capital Management LLC 0.01% Reduce -0.8% 126,822 $576K
Dorsey & Whitney Trust CO LLC 0.03% Add +0.3% 126,657 $575K
Commonwealth Equity Services, LLC 0.00% Reduce -42.6% 125,528 $570K
Eagle Rock Investment Company, LLC 0.08% Add +47.0% 124,913 $567K
United Capital Financial Advisors, LLC 0.00% Add +1.1% 124,910 $567K
Revisor Wealth Management LLC 0.19% Reduce -6.6% 125,775 $561K
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.3% 124,771 $561K
Apollon Wealth Management, LLC 0.01% Reduce -1.4% 123,387 $560K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.5% 123,072 $559K
Captrust Financial Advisors 0.00% Add +8.9% 122,793 $557K
XTX Topco Ltd 0.03% Reduce -82.7% 118,116 $536K
Stephens Inc. 0.01% Reduce -6.5% 117,449 $533K
Glenmede Investment Management, LP 0.00% Add +1.3% 114,259 $519K
Sequoia Financial Advisors, LLC 0.00% Add +38.2% 112,882 $512K
Walleye Capital LLC 0.00% Reduce -12.4% 109,377 $497K
Papamarkou Wellner Asset Management inc. 0.29% Reduce -0.7% 102,100 $464K
Aprio Wealth Management, LLC 0.05% Add +4.3% 101,657 $462K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.9% 101,593 $461K
Choreo, LLC 0.01% Add +5.0% 100,185 $455K
Cetera Trust Company, N.A 0.25% No change 99,725 $453K
Quantbot Technologies LP 0.01% Reduce -79.7% 97,164 $441K
Janney Montgomery Scott LLC 0.00% Reduce -18.0% 94,341 $428K
Bank of Nova Scotia 0.00% New 94,265 $428K
GeoWealth Management, LLC 0.02% Add +347.1% 93,517 $425K
Aegis Wealth Management LLC 0.22% Reduce -7.2% 91,812 $417K
Cypress Wealth Services, LLC 0.07% Add +0.0% 90,844 $412K
Franklin Resources Inc. 0.00% Reduce -88.2% 89,618 $407K
National Bank of Canada 0.00% Reduce -0.5% 88,206 $400K
M&T Bank Corp 0.00% Add +7.6% 87,682 $398K
TD Private Client Wealth LLC 0.01% Reduce -1.2% 86,632 $393K
May Hill Capital, LLC 0.11% Add +6.9% 86,329 $392K
AlphaCore Capital LLC 0.01% Add +287.1% 85,906 $390K
Voleon Capital Management LP 0.01% New 85,798 $390K
Tranquilli Financial Advisor LLC 0.23% Add +7.7% 83,954 $381K
Two Sigma Advisers, LP 0.00% New 83,900 $381K
Mgo One Seven LLC 0.01% Reduce -1.8% 82,360 $374K
Independent Advisor Alliance 0.01% Add +5.1% 81,175 $369K
EverSource Wealth Advisors, LLC 0.01% Add +10.8% 79,546 $361K
Smartleaf Asset Management LLC 0.02% Add +28.8% 79,868 $358K
Valeo Financial Advisors, LLC 0.01% Add +27.4% 76,681 $348K
GAMMA Investing LLC 0.02% Add +6.6% 76,139 $346K
Foundations Investment Advisors, LLC 0.01% Reduce -3.5% 75,667 $344K
Fortress Private Ledger, LLC 0.12% Add +26.0% 73,039 $332K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.6% 71,115 $323K
Advisory Services Network, LLC 0.00% Reduce -1.2% 67,444 $306K
Jones Financial Companies LLLP 0.00% Reduce -27.7% 68,153 $305K
Anchor Investment Management, LLC 0.02% No change 66,000 $300K
Traub Capital Management LLC 0.29% No change 64,458 $293K
HB Wealth Management, LLC 0.00% Add +25.1% 62,898 $286K
BSW Wealth Partners 0.04% Add +58.2% 62,797 $285K
Sagespring Wealth Partners, LLC 0.01% Add +11.7% 61,038 $277K
Alliance Wealth Advisors, LLC 0.14% Reduce -4.2% 60,571 $275K
Parallel Advisors, LLC 0.01% Add +2.8% 59,939 $272K
PDS Planning, Inc 0.02% Add +0.0% 59,735 $271K
First Affirmative Financial Network 0.13% Reduce -8.4% 59,632 $271K
Beverly Hills Private Wealth, LLC 0.05% Reduce -0.6% 59,070 $268K
Cape Investment Advisory, Inc. 0.26% Add +3.1% 58,990 $268K
Synovus Financial Corp. 0.00% No change 58,936 $268K
Frank, Rimerman Advisors LLC 0.02% No change 58,865 $267K
State Street Corp. 0.00% No change 58,094 $264K
Pitcairn Co. 0.02% Reduce -19.7% 57,903 $263K
Lido Advisors, LLC 0.00% Add +57.3% 57,847 $263K
Centaurus Financial, Inc. 0.01% New 57,596 $261K
Ascent Group, LLC 0.01% Reduce -5.8% 55,819 $253K
Foster Victor Wealth Advisors, LLC 0.02% Add +16.3% 55,041 $253K
Wealthstream Advisors, Inc. 0.04% Add +10.9% 55,092 $250K
Five Oceans Advisors 0.09% No change 54,791 $249K
Kestra Advisory Services, LLC 0.00% Reduce -6.0% 53,581 $243K
Natural Investments, LLC 0.06% Reduce -2.1% 52,770 $239K
Copperleaf Capital, LLC 0.11% Add +39.4% 51,645 $234K
Checchi Capital Advisers, LLC 0.02% Reduce -5.5% 51,557 $234K
Benjamin Edwards Inc. 0.00% Add +152.7% 51,393 $233K
Cwm, LLC 0.00% Add +10.4% 51,240 $233K
Allworth Financial LP 0.00% Reduce -13.9% 50,879 $231K
one8zero8, LLC 0.05% No change 50,000 $227K
Clarius Group, LLC 0.01% No change 49,760 $226K
Arlington Capital Management, Inc. 0.14% Add +17.5% 49,476 $225K
HighPoint Advisor Group LLC 0.01% Reduce -4.8% 48,795 $222K
West Family Investments, Inc. 0.05% Add +1.4% 48,734 $221K
Sage Rhino Capital LLC 0.04% Add +1.8% 48,433 $220K
Brookstone Capital Management 0.00% Reduce -4.3% 47,346 $215K
Perigon Wealth Management, LLC 0.00% Reduce -7.4% 46,810 $213K
Fielder Capital Group LLC 0.05% Reduce -23.6% 46,613 $212K
Silvercrest Asset Management Group LLC 0.00% No change 46,406 $211K
Two Sigma Securities, LLC 0.03% Reduce -88.1% 46,140 $209K
Toronto Dominion Bank 0.00% Reduce -13.2% 46,095 $207K
Savant Capital, LLC 0.00% Reduce -0.9% 43,123 $196K
Legacy Financial Advisors, Inc. 0.03% New 42,999 $195K
Prime Capital Investment Advisors, LLC 0.00% Add +6.3% 42,739 $194K
Earnest Partners LLC 0.00% Reduce -12.6% 42,695 $194K
CHICAGO TRUST Co NA 0.03% No change 42,000 $191K
Cromwell Holdings LLC 0.10% No change 41,924 $190K
Drive Wealth Management, LLC 0.04% Reduce -0.7% 40,773 $185K
Transcend Capital Advisors, LLC 0.01% Add +72.2% 40,712 $185K
Quantinno Capital Management LP 0.00% Add +258.0% 40,132 $182K
Purkiss Capital Advisors LLC 0.09% Add +178.8% 39,260 $178K
Farther Finance Advisors, LLC 0.00% Add +221.8% 37,858 $172K
Merit Financial Group, LLC 0.00% Add +0.8% 37,602 $171K
Keybank National Association 0.00% Add +34.0% 37,093 $168K
Meriwether Wealth & Planning, LLC 0.10% Reduce -4.2% 36,328 $165K
Optas, LLC 0.03% Add +1.4% 35,949 $163K
Ausdal Financial Partners, Inc. 0.01% Add +29.6% 35,617 $162K
Keel Point, LLC 0.01% Reduce -2.0% 35,584 $162K
Addison Advisors LLC 0.04% Add +0.5% 35,505 $161K
Abel Hall, LLC 0.06% Reduce -0.7% 35,095 $159K
CreativeOne Wealth, LLC 0.00% Reduce -19.2% 34,792 $158K
Summit Financial, LLC 0.00% Add +0.1% 34,403 $156K
CarsonAllaria Wealth Management, Ltd. 0.08% Reduce -2.0% 34,119 $155K
Platform Technology Partners 0.04% Reduce -4.4% 33,901 $154K
Prospera Financial Services Inc 0.00% Add +2.8% 33,011 $150K
PFG Advisors 0.01% Add +18.1% 32,715 $149K
Continuum Advisory, LLC 0.02% Reduce -15.3% 32,504 $148K
IFP Advisors, Inc 0.00% Reduce -5.3% 32,318 $147K
HUB Investment Partners, LLC 0.01% Add +21.8% 31,773 $144K
Brighton Jones LLC 0.00% Add +65.5% 31,077 $141K
Insigneo Advisory Services, LLC 0.01% Add +121.3% 30,883 $140K
Headlands Technologies LLC 0.01% Add +28.0% 30,707 $139K
Elevation Point Wealth Partners, LLC 0.01% Reduce -84.5% 30,403 $138K
Wedmont Private Capital 0.01% Add +0.6% 30,448 $138K
Blue Barn Wealth, LLC 0.06% Reduce -14.3% 30,368 $138K
CFO4Life Group, LLC 0.02% Reduce -4.0% 30,263 $137K
Trust Point Inc. 0.01% Add +27.2% 30,081 $137K
Inspire Advisors, LLC 0.01% Add +81.6% 28,966 $132K
Mesirow Financial Investment Management, Inc. 0.00% Add +7.7% 28,561 $130K
Summit Trail Advisors, LLC 0.00% Add +6.0% 28,423 $129K
Ariadne Wealth Management, LP 0.06% No change 26,381 $129K
Prosperity Consulting Group, LLC 0.01% Add +16.3% 28,307 $129K
World Investment Advisors 0.00% Add +7.1% 28,275 $128K
Campbell & CO Investment Adviser LLC 0.01% New 28,131 $128K
Guggenheim Capital LLC 0.00% Reduce -2.9% 28,072 $127K
Sage Investment Counsel LLC 0.14% No change 28,000 $127K
Riversedge Advisors, LLC 0.02% Add +8.3% 27,813 $126K
Gibbs Wealth Management 0.03% Reduce -36.2% 27,810 $126K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -0.4% 27,291 $124K
Crumly & Associates Inc. 0.03% Reduce -10.3% 27,236 $124K
NorthCoast Asset Management LLC 0.00% Add +17.7% 27,173 $123K
Brentview Investment Management LLC 0.06% No change 26,741 $121K
Traveka Wealth, LLC 0.05% Add +0.7% 26,211 $119K
Octavia Wealth Advisors, LLC 0.01% Add +6.2% 26,142 $119K
Florida Trust Wealth Management Co 0.00% No change 25,997 $118K
New York State Common Retirement Fund 0.00% New 25,812 $117K
Jackson Thornton Wealth Management, LLC 0.01% Add +3.8% 25,148 $116K
Oppenheimer & Co. Inc. 0.00% Add +11.8% 25,339 $115K
Retirement Planning Co of New England, Inc. 0.05% Reduce -1.8% 25,206 $114K
ProVise Management Group, LLC 0.01% No change 24,762 $112K
Sage Mountain Advisors LLC 0.01% Add +4.2% 24,681 $112K
Keynote Financial Services LLC 0.07% No change 24,400 $111K
Scotia Capital Inc. 0.00% No change 24,010 $109K
Townsquare Capital LLC 0.02% Reduce -60.8% 24,001 $109K
Concurrent Investment Advisors, LLC 0.00% Reduce -15.4% 23,955 $109K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -22.1% 22,509 $108K
Lifeworks Advisors, LLC 0.01% Add +7.5% 23,282 $106K
Choate Investment Advisors 0.00% No change 23,163 $105K
Savvy Advisors, Inc. 0.00% Add +1.5% 23,144 $105K
Squarepoint Ops LLC 0.00% Reduce -19.8% 22,712 $103K
Blueshift Asset Management, LLC 0.03% New 22,436 $102K
Bruce G. Allen Investments, LLC 0.07% Reduce -13.6% 22,245 $101K
Baldwin Wealth Partners LLC 0.01% No change 22,191 $101K
NewEdge Advisors, LLC 0.00% Add +14.7% 21,990 $100K
Wealth Alliance, LLC 0.01% Reduce -7.3% 21,957 $100K
Personal Cfo Solutions, LLC 0.02% Add +0.4% 21,745 $99K
Morningstar Investment Management LLC 0.00% New 21,680 $98K
Centurion Wealth Management LLC 0.02% Add +0.2% 21,241 $96K
Rehmann Capital Advisory Group 0.01% Reduce -17.8% 19,440 $96K
D'Orazio & Associates, Inc. 0.01% No change 21,190 $96K
Breakwater Capital Group 0.01% No change 21,006 $95K
New Republic Capital, LLC 0.03% Add +19.9% 20,447 $93K
Cooper Financial Group 0.01% Reduce -15.8% 20,270 $92K
Steward Partners Investment Advisory, LLC 0.00% Add +16.4% 20,125 $91K
Advisors Management Group Inc. 0.02% No change 20,148 $91K
Berger Financial Group, Inc 0.01% No change 19,632 $89K
Unique Wealth Strategies, LLC 0.04% Reduce -28.7% 19,619 $89K
Hilltop Holdings Inc. 0.00% Add +43.2% 19,569 $89K
TFB Advisors LLC 0.03% New 19,324 $87K
Seven Mile Advisory 0.01% Add +4.7% 18,747 $85K
First Horizon Corp. 0.00% — 18,486 $84K
SteelPeak Wealth, LLC 0.00% New 18,131 $82K
Brio Consultants, LLC 0.01% Add +2.5% 18,062 $82K
Xponance LLC 0.00% Add +14.7% 17,992 $82K
Lazari Capital Management, Inc. 0.03% Reduce -2.3% 17,991 $82K
Angeles Wealth Management, LLC 0.01% Reduce -0.5% 17,989 $82K
Dynamic Technology Lab Private Ltd 0.01% New 17,725 $80K
Silver Oak Securities, Incorporated 0.01% Add +19.7% 17,548 $80K
Aptus Capital Advisors, LLC 0.00% Add +1.6% 16,860 $77K
SBI Securities Co., Ltd. 0.00% Reduce -0.9% 16,775 $76K
Capital Asset Advisory Services LLC 0.00% Add +0.1% 16,656 $76K
Axxcess Wealth Management, LLC 0.00% Add +0.1% 16,656 $76K
Federation des caisses Desjardins du Quebec 0.00% Add +300.5% 16,419 $75K
Impact Capital Partners LLC 0.02% Reduce -1.1% 16,239 $74K
HSBC Holdings PLC 0.00% Reduce -51.5% 16,228 $74K
Olde Wealth Management, LLC 0.02% — 14,840 $73K
Warren Street Wealth Advisors, LLC 0.02% Reduce -2.9% 15,994 $73K
B. Riley Wealth Advisors, Inc. 0.00% Reduce -6.2% 15,865 $72K
SYM FINANCIAL Corp 0.01% Add +17.0% 15,864 $72K
Simplicity Wealth,LLC 0.00% New 15,582 $71K
Epoch Investment Partners, Inc. 0.00% Reduce -0.1% 15,461 $70K
D.A. Davidson & Co. 0.00% No change 15,438 $70K
Portside Wealth Group, LLC 0.01% Add +18.2% 15,245 $69K
Kintra Wealth, LLC 0.04% New 15,158 $69K
Fiduciary Financial Group, LLC 0.01% Add +18.7% 15,110 $69K
Destiny Wealth Partners, LLC 0.01% No change 14,840 $67K
AlTi Global, Inc. 0.00% No change 14,694 $67K
Rothschild Investment LLC 0.00% Add +132.6% 14,484 $66K
Moody National Bank Trust Division 0.01% No change 14,405 $65K
Arkadios Wealth Advisors 0.00% Reduce -4.5% 14,333 $65K
Brown Advisory Inc. 0.00% Reduce -7.3% 14,306 $65K
Intergy Private Wealth, LLC 0.02% Reduce -0.5% 14,144 $64K
Evoke Wealth, LLC 0.00% Add +26.2% 13,874 $63K
Johnson Investment Counsel Inc. 0.00% No change 13,872 $63K
Robertson Stephens Wealth Management, LLC 0.00% Add +10.0% 13,864 $63K
Certuity, LLC 0.00% Reduce -7.2% 13,755 $62K
Snowden Capital Advisors LLC 0.00% Reduce -1.9% 13,620 $62K
Legacy Financial Group, Inc. 0.02% No change 13,581 $62K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +33.9% 13,484 $61K
Earned Wealth Advisors, LLC 0.01% Add +23.0% 13,481 $61K
PFG Investments, LLC 0.00% Reduce -11.4% 13,313 $60K
Baird Financial Group, Inc. 0.00% New 13,277 $60K
SVB Wealth LLC 0.00% Reduce -44.7% 13,167 $60K
Blair William & Co. 0.00% Reduce -10.5% 13,154 $60K
Rothschild Wealth LLC 0.01% Add +0.2% 13,039 $59K
Bank Hapoalim BM 0.01% No change 13,000 $59K
J.W. Cole Advisors, Inc. 0.00% New 12,890 $59K
Great Diamond Partners, LLC 0.01% No change 12,845 $58K
Root Financial Partners, LLC 0.00% Reduce -9.2% 12,750 $58K
Wedbush Securities Inc. 0.00% New 12,348 $56K
Aletheian Wealth Advisors LLC 0.03% Reduce -5.6% 12,307 $56K
Zacks Investment Management 0.00% Add +18.2% 12,223 $55K
First Pacific Financial 0.01% New 12,157 $55K
Colonial Trust Co / SC 0.01% No change 12,000 $54K
FMB Wealth Management 0.02% No change 11,812 $54K
SageView Advisory Group, LLC 0.00% Add +0.9% 11,612 $53K
MAI Capital Management 0.00% Reduce -59.2% 11,580 $53K
HBK Sorce Advisory LLC 0.00% Add +11.4% 11,534 $52K
Siligmueller & Norvid Wealth Advisors LLC 0.02% New 11,402 $52K
Sowell Financial Services LLC 0.00% Add +7.4% 11,080 $50K
Foster Group, Inc. 0.00% Reduce -14.9% 11,039 $50K
Holistic Financial Partners 0.02% No change 10,874 $49K
Greenleaf Trust 0.00% No change 10,824 $49K
Cherrydale Wealth Management, LLC 0.02% No change 10,694 $49K
Hoxton Planning & Management, LLC 0.02% No change 10,657 $48K
Symmetry Partners, LLC 0.01% New 10,589 $48K
V-Square Quantitative Management LLC 0.01% Add +54.1% 10,461 $47K
PharVision Advisers, LLC 0.03% New 10,340 $47K
Ascent Capital Management, LLC 0.04% Add +2.6% 10,329 $47K
Enterprise Financial Services Corp 0.02% Reduce -25.5% 10,204 $46K
Baron Wealth Management LLC 0.02% New 10,132 $46K
Mutual Advisors, LLC 0.00% Reduce -19.4% 10,101 $46K
Halbert Hargrove Global Advisors, LLC 0.00% Add +1.4% 10,096 $46K
Rwa Wealth Partners, LLC 0.00% New 10,070 $46K
Klingman & Associates, LLC 0.00% New 10,049 $46K
Pekin Hardy Strauss, Inc. 0.00% No change 10,000 $45K
Shepherd Financial Partners LLC 0.00% No change 10,000 $45K
Bessemer Group Inc. 0.00% Add +125.5% 9,654 $44K
TD Waterhouse Canada Inc. 0.00% Add +48.6% 7,988 $36K
Asset Dedication, LLC 0.00% Reduce -86.6% 7,421 $34K
Parkside Financial Bank & Trust 0.00% Reduce -3.6% 7,398 $34K
Concord Wealth Partners 0.00% Add +124.9% 7,203 $33K
HM Payson & Co. 0.00% No change 7,150 $32K
Salem Investment Counselors Inc. 0.00% No change 7,000 $32K
Westside Investment Management, Inc. 0.00% Add +100.0% 6,406 $29K
Private Trust Co. NA 0.00% Add +115.2% 6,092 $28K
Salomon & Ludwin, LLC 0.00% Add +2671.6% 5,959 $27K
Fifth Third Bancorp 0.00% Reduce -44.6% 5,702 $26K
True Wealth Design, LLC 0.01% New 5,565 $25K
Larson Financial Group LLC 0.00% Add +353.5% 5,184 $24K
Investors Research Corp 0.00% No change 5,000 $23K
Harbour Investments, Inc. 0.00% Add +341.9% 4,335 $20K
JFS Wealth Advisors, LLC 0.00% No change 4,209 $19K
Fairscale Capital, LLC 0.01% No change 3,976 $18K
Brown Brothers Harriman & Co. 0.00% Add +136.6% 3,816 $17K
Brown, Lisle/Cummings, Inc. 0.00% No change 3,428 $16K
Mather Group, Llc. 0.00% New 3,375 $15K
Wealthspire Advisors, LLC 0.00% New 3,301 $15K
Princeton Global Asset Management LLC 0.00% No change 3,000 $14K
Harbor Asset Planning, Inc. 0.01% No change 2,940 $13K
UMB Bank, n.a. 0.00% No change 2,804 $13K
Creative Financial Designs Inc. 0.00% Add +5.2% 2,786 $13K
Redmont Wealth Advisors LLC 0.02% No change 2,771 $13K
Raffa Wealth Management, LLC 0.00% No change 2,461 $11K
Pinnacle Bancorp, Inc. 0.00% No change 2,345 $11K
Highline Wealth Partners LLC 0.00% Add +89.5% 2,262 $10K
GW&K Investment Management, LLC 0.00% No change 2,280 $10K
Glen Eagle Advisors, LLC 0.00% No change 2,100 $10K
Barclays PLC 0.00% No change 2,050 $9K
Lanark Financial, Inc. 0.00% Reduce -42.4% 2,038 $9K
Cornerstone Planning Group LLC 0.00% Add +55.3% 1,951 $9K
Guerra Advisors Inc 0.00% New 1,998 $9K
Binnacle Investments Inc 0.01% Add +51.6% 1,939 $9K
Essential Partners LLC 0.00% New 1,836 $8K
Proffitt & Goodson Inc. 0.00% New 1,763 $8K
Retirement Wealth Solutions LLC 0.00% New 1,571 $7K
Bare Financial Services, Inc 0.00% Add +37.7% 1,541 $7K
Bell Investment Advisors, Inc 0.00% No change 1,494 $7K
Walleye Trading LLC 0.00% Reduce -79.0% 1,492 $7K
Wilmington Savings Fund Society, FSB 0.00% Reduce -97.4% 1,457 $7K
Zions Bancorporation, National Association 0.00% No change 1,393 $6K
New England Capital Financial Advisors LLC 0.00% No change 1,319 $6K
Fortitude Family Office, LLC 0.00% No change 1,296 $6K
Steigerwald, Gordon & Koch Inc. 0.00% New 1,244 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,156 $5K
Wolff Wiese Magana LLC 0.00% New 1,056 $5K
WealthCollab, LLC 0.00% No change 1,046 $5K
Hilltop National Bank 0.00% No change 1,000 $5K
Kozak & Associates, Inc. 0.00% New 951 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -96.5% 956 $4K
Huntington National Bank 0.00% Add +28.1% 939 $4K
Bartlett & Co. Wealth Management LLC 0.00% No change 911 $4K
CX Institutional 0.00% No change 849 $4K
Golden State Wealth Management, LLC 0.00% No change 861 $4K
Principia Wealth Advisory, LLC 0.00% Add +175.6% 824 $4K
Spire Wealth Management 0.00% No change 800 $4K
Ancora Advisors LLC 0.00% No change 765 $3K
Physician Wealth Advisors, Inc. 0.00% No change 746 $3K
Crewe Advisors LLC 0.00% New 734 $3K
Wealth Preservation Advisors, LLC 0.00% No change 710 $3K
Ameritas Advisory Services, LLC 0.00% Reduce -92.6% 665 $3K
Centerpoint Advisors, LLC 0.00% New 557 $3K
Transamerica Financial Advisors, LLC 0.00% New 654 $3K
Manchester Capital Management LLC 0.00% No change 620 $3K
Beaird Harris Wealth Management, LLC 0.00% Add +37.2% 586 $3K
TD Capital Management LLC 0.00% Add +1.5% 550 $2K
JPL Wealth Management, LLC 0.00% New 521 $2K
DecisionPoint Financial, LLC 0.00% No change 500 $2K
Rossby Financial, LCC 0.00% No change 498 $2K
Strategic Advocates LLC 0.00% New 425 $2K
Montag A & Associates Inc. 0.00% New 394 $2K
Sunbelt Securities, Inc. 0.00% New 363 $2K
First Command Advisory Services, Inc. 0.00% No change 329 $1K
MPWM Advisory Solutions, LLC 0.00% No change 310 $1K
GPS Wealth Strategies Group, LLC 0.00% No change 283 $1K
CVA Family Office, LLC 0.00% No change 255 $1K
Private Wealth Asset Management, LLC 0.00% No change 253 $1K
Geneos Wealth Management Inc. 0.00% Reduce -98.3% 237 $1K
WPG Advisers, LLC 0.00% No change 223 $1K
Hemington Wealth Management 0.00% New 342 $1K
American Capital Advisory, LLC 0.00% New 212 $963
Millstone Evans Group, LLC 0.00% No change 207 $940
Palisade Asset Management, LLC 0.00% New 205 $931
CENTRAL TRUST Co 0.00% New 194 $881
Orion Capital Management LLC 0.00% New 183 $831
Sound Income Strategies, LLC 0.00% No change 161 $718
Bogart Wealth, LLC 0.00% No change 142 $645
Abound Wealth Management 0.00% No change 140 $636
Wealth Watch Advisors, INC 0.00% New 106 $481
Rise Advisors, LLC 0.00% No change 1 $5

"% 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.