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 | 02/09/2026 | 151.26 M | $801.67 M | 0.87% | 1.01% |
| MONDRIAN INVESTMENT PARTNERS LTD | 02/09/2026 | 55.99 M | $296.73 M | -10.82% | 0.37% |
| FMR LLC | 02/17/2026 | 43.61 M | $231.15 M | 11.70% | 0.29% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 24.65 M | $130.66 M | -3.07% | 0.16% |
| MORGAN STANLEY | 02/13/2026 | 23.69 M | $125.53 M | -6.98% | 0.16% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 16.32 M | $86.52 M | -24.51% | 0.11% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 14.80 M | $78.46 M | 4.77% | 0.10% |
| NORTHERN TRUST CORP | 02/17/2026 | 14.49 M | $76.82 M | 1.51% | 0.10% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 13.01 M | $68.97 M | -3.23% | 0.09% |
| BLACKROCK, INC. | 02/12/2026 | 10.62 M | $56.26 M | -5.50% | 0.07% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 9.09 M | $48.20 M | 12.10% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 9.04 M | $47.91 M | -8.53% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 7.48 M | $39.66 M | -10.97% | 0.05% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 6.97 M | $36.95 M | 10.16% | 0.05% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 02/03/2026 | 4.93 M | $26.11 M | -3.02% | 0.03% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.81 M | $20.20 M | -10.86% | 0.03% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 3.58 M | $18.96 M | -59.42% | 0.02% |
| ASSETMARK, INC | 01/23/2026 | 3.42 M | $18.11 M | 23.96% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 3.06 M | $16.19 M | 6.89% | 0.02% |
| JANNEY CAPITAL MANAGEMENT LLC | 02/11/2026 | 3.00 M | $15.91 M | -2.15% | 0.02% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 2.94 M | $15.59 M | 1,333.48% | 0.02% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 2.43 M | $12.86 M | -30.00% | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 2.41 M | $12.77 M | 37.30% | 0.02% |
| JANE STREET GROUP, LLC | 02/12/2026 | 2.38 M | $12.62 M | 147.43% | 0.02% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 2.37 M | $12.56 M | 3.87% | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 2.28 M | $12.09 M | 15.04% | 0.02% |
| LPL FINANCIAL LLC | 02/11/2026 | 2.09 M | $11.09 M | 5.50% | 0.01% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 2.06 M | $10.90 M | -1.20% | 0.01% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.88 M | $9.96 M | 75.40% | 0.01% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 1.80 M | $9.53 M | -2.82% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.65 M | $8.72 M | 89.82% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.63 M | $8.63 M | -23.75% | 0.01% |
| CREATIVE PLANNING | 02/17/2026 | 1.49 M | $7.91 M | 2.56% | 0.01% |
| ETHIC INC. | 02/03/2026 | 1.47 M | $7.81 M | 3.53% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 02/02/2026 | 1.42 M | $7.53 M | 6.27% | 0.01% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 1.27 M | $6.73 M | -22.00% | 0.01% |
| LOGAN CAPITAL MANAGEMENT INC | 02/12/2026 | 1.26 M | $6.67 M | 9.85% | 0.01% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 1.25 M | $6.63 M | 12.71% | 0.01% |
| BECK BODE, LLC | 02/09/2026 | 1.20 M | $6.35 M | -5.39% | 0.01% |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 02/17/2026 | 1.11 M | $5.89 M | 33.47% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.07 M | $5.69 M | 8.34% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 1.02 M | $5.41 M | -84.56% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 1.02 M | $5.40 M | 0.03% | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 995.22 K | $5.27 M | 2.65% | 0.01% |
| COLONY GROUP, LLC | 02/13/2026 | 989.79 K | $5.23 M | 5.59% | 0.01% |
| MARINER, LLC | 02/13/2026 | 983.46 K | $5.21 M | 10.31% | 0.01% |
| EAGLE GLOBAL ADVISORS LLC | 01/28/2026 | 980.00 K | $5.19 M | 5.38% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 921.70 K | $4.89 M | 0.83% | 0.01% |
| US BANCORP \DE\ | 01/30/2026 | 908.47 K | $4.81 M | -13.26% | 0.01% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 02/13/2026 | 851.38 K | $4.51 M | 3.48% | 0.01% |
Lloyds Banking Group plc institutional Ownership - FAQ's
During the previous two years, 731 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
ENVESTNET ASSET MANAGEMENT INC: 12.21 M
Janney Montgomery Scott LLC: 3.11 M
QRG CAPITAL MANAGEMENT, INC.: 1.55 M
UBS Group AG: 1.49 M
3.40% of Lloyds Banking Group plc stock is owned by institutional investors.
Institutional investors have bought a total of 755.40 M shares in the last 24 months. This purchase volume represents approximately $3.97 B in transactions.