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 | 11/12/2025 | 149.96 M | $680.81 M | 0.76% | 0.99% |
| MONDRIAN INVESTMENT PARTNERS LTD | 11/07/2025 | 62.78 M | $285.00 M | 100.00% | 0.41% |
| FMR LLC | 11/13/2025 | 39.04 M | $177.26 M | 11.22% | 0.26% |
| MORGAN STANLEY | 11/14/2025 | 25.46 M | $115.60 M | 3.32% | 0.17% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 25.43 M | $115.47 M | -4.92% | 0.17% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 21.62 M | $98.17 M | -6.37% | 0.14% |
| NORTHERN TRUST CORP | 11/14/2025 | 14.28 M | $64.83 M | 3.94% | 0.09% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 14.13 M | $64.15 M | 4.61% | 0.09% |
| 11/12/2025 | 14.08 M | $63.93 M | 100.00% | 0.09% | |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 13.45 M | $61.05 M | -3.51% | 0.09% |
| BLACKROCK, INC. | 11/12/2025 | 11.23 M | $51.00 M | 8.67% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 9.88 M | $44.87 M | -3.71% | 0.07% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 8.82 M | $40.02 M | 17.44% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 8.41 M | $38.16 M | -1.69% | 0.06% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 8.11 M | $36.83 M | 19.19% | 0.05% |
| UBS GROUP AG | 11/13/2025 | 6.61 M | $30.03 M | 53.95% | 0.04% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 6.33 M | $28.73 M | -7.16% | 0.04% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 5.17 M | $23.47 M | -53.73% | 0.03% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 11/12/2025 | 5.08 M | $23.06 M | 4.35% | 0.03% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 4.28 M | $19.41 M | -1.06% | 0.03% |
| CIBC WORLD MARKET INC. | 11/06/2025 | 3.47 M | $15.74 M | -1.75% | 0.02% |
| JANNEY CAPITAL MANAGEMENT LLC | 10/27/2025 | 3.07 M | $13.93 M | -1.55% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 2.86 M | $12.98 M | 5.13% | 0.02% |
| ASSETMARK, INC | 11/06/2025 | 2.76 M | $12.51 M | 35.85% | 0.02% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 2.28 M | $10.35 M | 23.92% | 0.02% |
| JPMORGAN CHASE & CO | 11/26/2025 | 2.13 M | $9.69 M | 41.13% | 0.01% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 2.08 M | $9.45 M | -8.68% | 0.01% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.98 M | $9.00 M | 10.00% | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.98 M | $9.00 M | 19.32% | 0.01% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 1.85 M | $8.40 M | 61.13% | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 1.76 M | $7.97 M | 45.40% | 0.01% |
| BARD FINANCIAL SERVICES, INC. | 10/17/2025 | 1.65 M | $7.49 M | -19.65% | 0.01% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 1.63 M | $7.39 M | -0.36% | 0.01% |
| CREATIVE PLANNING | 11/14/2025 | 1.46 M | $6.61 M | 6.10% | 0.01% |
| AQUATIC CAPITAL MANAGEMENT LLC | 11/14/2025 | 1.45 M | $6.60 M | -15.07% | 0.01% |
| ETHIC INC. | 10/17/2025 | 1.42 M | $6.46 M | 8.26% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 10/28/2025 | 1.34 M | $6.07 M | -38.83% | 0.01% |
| BECK BODE, LLC | 11/14/2025 | 1.27 M | $5.75 M | 2.50% | 0.01% |
| LOGAN CAPITAL MANAGEMENT INC | 11/14/2025 | 1.15 M | $5.20 M | -5.45% | 0.01% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 1.11 M | $5.04 M | -6.35% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2025 | 1.07 M | $4.86 M | -79.59% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 1.05 M | $4.77 M | 850.80% | 0.01% |
| US BANCORP \DE\ | 11/12/2025 | 1.05 M | $4.76 M | 25.66% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 1.02 M | $4.62 M | -3.76% | 0.01% |
| ROYAL BANK OF CANADA | 11/14/2025 | 991.34 K | $4.50 M | 6.78% | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 969.55 K | $4.40 M | 4.02% | 0.01% |
| JANE STREET GROUP, LLC | 11/14/2025 | 962.07 K | $4.37 M | -57.45% | 0.01% |
| COLONY GROUP, LLC | 11/14/2025 | 937.41 K | $4.26 M | 4.21% | 0.01% |
| EAGLE GLOBAL ADVISORS LLC | 10/28/2025 | 930.00 K | $4.22 M | 32.86% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 914.13 K | $4.15 M | -74.74% | 0.01% |
Lloyds Banking Group plc institutional Ownership - FAQ's
During the previous two years, 667 institutional investors and hedge funds held shares of Lloyds Banking Group plc. The most heavily invested institutionals were:
Fisher Asset Management, LLC: 149.96 M
Mondrian Investment Partners LTD: 62.78 M
FMR LLC: 39.04 M
MORGAN STANLEY: 25.46 M
GOLDMAN SACHS GROUP INC: 25.43 M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 21.62 M
3.58% of Lloyds Banking Group plc stock is owned by institutional investors.
Institutional investors have bought a total of 611.93 M shares in the last 24 months. This purchase volume represents approximately $2.81 B in transactions.