Lloyds Banking Group plc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 153.51 M | $772.15 M | 1.49% | 1.03% |
| MONDRIAN INVESTMENT PARTNERS LTD | 04/29/2026 | 51.87 M | $260.90 M | -7.35% | 0.35% |
| FMR LLC | 05/15/2026 | 48.52 M | $244.05 M | 11.25% | 0.32% |
| WCM INVESTMENT MANAGEMENT, LLC | 05/07/2026 | 26.55 M | $128.23 M | 100.00% | 0.18% |
| MORGAN STANLEY | 05/15/2026 | 25.37 M | $127.61 M | 7.11% | 0.17% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 25.20 M | $126.76 M | 2.22% | 0.17% |
| JPMORGAN CHASE & CO | 05/13/2026 | 24.91 M | $120.30 M | 1,430.33% | 0.17% |
| NORTHERN TRUST CORP | 05/14/2026 | 23.66 M | $119.00 M | 63.22% | 0.16% |
| 05/12/2026 | 15.50 M | $78.01 M | 100.00% | 0.10% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 12.83 M | $64.54 M | -1.41% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 12.21 M | $61.43 M | 63.20% | 0.08% |
| JANE STREET GROUP, LLC | 05/12/2026 | 11.87 M | $59.70 M | 398.59% | 0.08% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 11.51 M | $57.91 M | 26.61% | 0.08% |
| BLACKROCK, INC. | 05/13/2026 | 10.38 M | $52.23 M | -2.18% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 7.78 M | $39.15 M | -13.91% | 0.05% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 7.40 M | $37.24 M | 6.21% | 0.05% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 6.87 M | $34.56 M | -57.90% | 0.05% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 6.37 M | $32.06 M | 78.21% | 0.04% |
| MARSHALL WACE, LLP | 05/15/2026 | 4.89 M | $24.58 M | 100.00% | 0.03% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 05/11/2026 | 4.85 M | $24.41 M | -1.48% | 0.03% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 3.98 M | $20.01 M | 35.26% | 0.03% |
| ASSETMARK, INC | 05/06/2026 | 3.85 M | $19.37 M | 12.70% | 0.03% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.75 M | $18.86 M | -1.60% | 0.03% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 3.44 M | $17.31 M | 100.00% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 3.19 M | $16.05 M | 4.42% | 0.02% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 3.11 M | $15.66 M | 2,413.70% | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 3.00 M | $15.07 M | 24.36% | 0.02% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 2.76 M | $13.86 M | 16.69% | 0.02% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 2.53 M | $12.72 M | 386.38% | 0.02% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 2.53 M | $12.72 M | 99.00% | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 2.51 M | $12.60 M | 9.90% | 0.02% |
| OPTIVER HOLDING B.V. | 06/02/2026 | 2.49 M | $12.51 M | 100.00% | 0.02% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 2.24 M | $11.25 M | 333.96% | 0.02% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 2.22 M | $11.18 M | -8.43% | 0.01% |
| LPL FINANCIAL LLC | 05/06/2026 | 2.18 M | $10.97 M | 4.24% | 0.01% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 2.02 M | $10.15 M | -1.92% | 0.01% |
| SYMMETRY INVESTMENTS LP | 05/15/2026 | 2.00 M | $10.07 M | 567.53% | 0.01% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 1.97 M | $9.91 M | 9.60% | 0.01% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 1.76 M | $9.17 M | 11,820.28% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 04/27/2026 | 1.55 M | $7.78 M | 8.76% | 0.01% |
| CREATIVE PLANNING | 05/12/2026 | 1.50 M | $7.54 M | 0.42% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 1.49 M | $7.52 M | 46.32% | 0.01% |
| ETHIC INC. | 04/27/2026 | 1.48 M | $7.44 M | 0.38% | 0.01% |
| LOGAN CAPITAL MANAGEMENT INC | 05/08/2026 | 1.21 M | $6.10 M | 100.00% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.20 M | $6.05 M | 11.99% | 0.01% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 1.19 M | $5.98 M | 82.11% | 0.01% |
| BECK BODE, LLC | 05/07/2026 | 1.12 M | $5.66 M | -6.21% | 0.01% |
| MARINER, LLC | 05/13/2026 | 1.10 M | $5.55 M | 12.25% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 1.10 M | $5.51 M | 7.49% | 0.01% |
| COLONY GROUP, LLC | 05/15/2026 | 1.09 M | $5.46 M | 9.74% | 0.01% |
Lloyds Banking Group plc institutional Ownership - FAQ's
During the previous two years, 744 institutional investors and hedge funds held shares of Lloyds Banking Group plc. The most heavily invested institutionals were:
Fisher Asset Management, LLC: 153.51 M
Mondrian Investment Partners LTD: 51.87 M
FMR LLC: 48.52 M
WCM INVESTMENT MANAGEMENT, LLC: 26.55 M
MORGAN STANLEY: 25.37 M
GOLDMAN SACHS GROUP INC: 25.2 M
4.09% of Lloyds Banking Group plc stock is owned by institutional investors.
Institutional investors have bought a total of 699.64 M shares in the last 24 months. This purchase volume represents approximately $3.67 B in transactions.