Lloyds Banking Group plc Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
L1 CAPITAL PTY LTD | 02/14/2025 | 93.65 M | $51.30 M | 100.00% | 0.15% |
MONDRIAN INVESTMENT PARTNERS LTD | 02/13/2025 | 72.73 M | $221.84 M | -1.66% | 0.12% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 26.67 M | $72.54 M | 11.33% | 0.04% |
FMR LLC | 02/13/2025 | 24.85 M | $67.59 M | 28.89% | 0.04% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 22.76 M | $61.90 M | -2.61% | 0.04% |
CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 21.75 M | $59.17 M | -15.87% | 0.04% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 16.40 M | $44.62 M | 2.84% | 0.03% |
CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2025 | 12.40 M | $32.85 M | -1.27% | 0.02% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 9.63 M | $26.19 M | -2.79% | 0.02% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 7.97 M | $21.68 M | -0.42% | 0.01% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 7.10 M | $19.31 M | 225.00% | 0.01% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 6.61 M | $17.98 M | 10.07% | 0.01% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 6.09 M | $16.57 M | -3.88% | 0.01% |
FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 5.60 M | $15.24 M | 2.75% | 0.01% |
CROSSMARK GLOBAL HOLDINGS, INC. | 01/16/2025 | 4.81 M | $13.09 M | -1.65% | 0.01% |
JANNEY CAPITAL MANAGEMENT LLC | 01/17/2025 | 4.69 M | $12.75 M | -1.85% | 0.01% |
COWEN INVESTMENT MANAGEMENT LLC | 02/13/2025 | 4.42 M | $12.03 M | 0.00% | 0.01% |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/12/2025 | 4.37 M | $11.89 M | -10.58% | 0.01% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 4.13 M | $11.23 M | 100.00% | 0.01% |
CIBC WORLD MARKET INC. | 01/23/2025 | 3.62 M | $9.84 M | 4.17% | 0.01% |
BARD FINANCIAL SERVICES, INC. | 01/06/2025 | 2.43 M | $6.60 M | 0.56% | 0.00% |
QRG CAPITAL MANAGEMENT, INC. | 02/05/2025 | 2.37 M | $6.45 M | 20.99% | 0.00% |
JPMORGAN CHASE & CO | 02/12/2025 | 2.31 M | $6.29 M | -65.30% | 0.00% |
NORGES BANK | 02/12/2025 | 2.00 M | $5.44 M | 100.00% | 0.00% |
TOWNSQUARE CAPITAL LLC | 02/13/2025 | 1.53 M | $4.16 M | 0.86% | 0.00% |
MML INVESTORS SERVICES, LLC | 02/13/2025 | 1.48 M | $4.02 M | -0.44% | 0.00% |
NATIXIS ADVISORS, L.P. | 02/10/2025 | 1.47 M | $4.01 M | 1.19% | 0.00% |
ETHIC INC. | 02/14/2025 | 1.43 M | $3.89 M | -10.37% | 0.00% |
MERCER GLOBAL ADVISORS INC /ADV | 02/14/2025 | 1.32 M | $3.60 M | 26.89% | 0.00% |
RITHOLTZ WEALTH MANAGEMENT | 01/15/2025 | 1.25 M | $3.39 M | -15.64% | 0.00% |
CETERA INVESTMENT ADVISERS | 02/14/2025 | 1.24 M | $3.37 M | -0.01% | 0.00% |
CITIGROUP INC | 02/12/2025 | 1.20 M | $3.25 M | -29.82% | 0.00% |
TIMBER CREEK CAPITAL MANAGEMENT LLC | 01/31/2025 | 1.19 M | $3.24 M | 0.62% | 0.00% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.13 M | $3.06 M | 6.71% | 0.00% |
STIFEL FINANCIAL CORP | 02/13/2025 | 1.10 M | $2.99 M | -3.22% | 0.00% |
LOGAN CAPITAL MANAGEMENT INC | 02/14/2025 | 1.08 M | $2.93 M | 1.75% | 0.00% |
UBS GROUP AG | 02/14/2025 | 1.04 M | $2.84 M | -1.43% | 0.00% |
FRANKLIN RESOURCES INC | 02/12/2025 | 1.04 M | $2.83 M | -4.19% | 0.00% |
ADVISORS MANAGEMENT GROUP INC /ADV | 01/14/2025 | 1.03 M | $2.81 M | -2.27% | 0.00% |
ROYAL BANK OF CANADA | 02/14/2025 | 1.02 M | $2.77 M | 32.21% | 0.00% |
MORNINGSTAR INVESTMENT SERVICES LLC | 02/12/2025 | 1.01 M | $2.76 M | -89.30% | 0.00% |
AMG NATIONAL TRUST BANK | 02/07/2025 | 1.00 M | $2.73 M | 0.01% | 0.00% |
OPPENHEIMER ASSET MANAGEMENT INC. | 02/05/2025 | 991,970 | $2.70 M | -3.00% | 0.00% |
OPTIVER HOLDING B.V. | 02/14/2025 | 988,395 | $2.69 M | 26.17% | 0.00% |
CREATIVE PLANNING | 02/14/2025 | 976,297 | $2.66 M | 2.53% | 0.00% |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 912,577 | $2.48 M | 25.17% | 0.00% |
HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 02/05/2025 | 905,870 | $2.46 M | -0.31% | 0.00% |
ORION PORTFOLIO SOLUTIONS, LLC | 02/12/2025 | 852,630 | $2.32 M | -9.83% | 0.00% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 829,957 | $2.26 M | -1.54% | 0.00% |
US BANCORP \DE\ | 02/05/2025 | 811,051 | $2.21 M | 7.09% | 0.00% |
Lloyds Banking Group plc institutional Ownership - FAQ's
During the previous two years, 573 institutional investors and hedge funds held shares of Lloyds Banking Group plc. The most heavily invested institutionals were:
L1 Capital Pty Ltd: 93.65 M
Mondrian Investment Partners LTD: 72.73 M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 26.67 M
FMR LLC: 24.85 M
GOLDMAN SACHS GROUP INC: 22.76 M
Clearbridge Investments, LLC: 21.75 M
0.79% of Lloyds Banking Group plc stock is owned by institutional investors.
Institutional investors have bought a total of 555.88 M shares in the last 24 months. This purchase volume represents approximately $1.53 B in transactions.