DaveManuel.com · Institutional Ownership · Who Owns It
LLOYDS BANKING GROUP PLC (LYG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
624
Reporting holders
$3.5B
Reported value
0.9%
Calls
0.2%
Puts
+45
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $297.4M | 51,014,992 | 0.01% | 31q | +5.1%+$14.6M |
| Mondrian Investment Partners LTD | $291.2M | 49,945,225 | 4.49% | 30q | -3.7%-$11.2M |
| MORGAN STANLEY | $248.8M | 42,671,550 | 0.01% | 35q | +68.2%+$100.9M |
| JPMORGAN CHASE & CO | $182.6M | 31,757,731 | 0.01% | 31q | +27.5%+$39.4M |
| GOLDMAN SACHS GROUP INC | $154.9M incl. $360.3K options CALL | 26,503,021 | 0.01% | 31q | +5.2%+$7.6M |
| WCM INVESTMENT MANAGEMENT, LLC | $150.4M | 26,155,105 | 0.27% | 2q | -1.5%-$2.3M |
| NORTHERN TRUST CORP | $137.8M | 23,632,830 | 0.02% | 31q | HELD |
| Fisher Asset Management, LLC | $125.4M | 21,504,433 | 0.04% | 6q | -86.0%-$769.6M |
| BNP PARIBAS FINANCIAL MARKETS | $105.7M | 18,122,890 | 0.04% | 8q | +4192.3%+$103.2M |
| CITIGROUP INC | $97.6M | 16,746,452 | 0.03% | 31q | +2674.0%+$94.1M |
| CIBC Bancorp USA Inc. | $87.8M | 15,053,607 | 0.11% | 2q | -2.8%-$2.6M |
| First Eagle Investment Management, LLC | $81.6M | 14,003,514 | 0.07% | 23q | +89.1%+$38.5M |
| DIMENSIONAL FUND ADVISORS LP | $75.0M | 12,861,050 | 0.01% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $73.3M | 12,564,633 | 0.02% | 31q | +2.9%+$2.0M |
| AMERICAN CENTURY COMPANIES INC | $70.1M | 12,027,892 | 0.03% | 27q | +4.5%+$3.0M |
| Optiver Holding B.V. | $65.5M incl. $2.5M options CALL+PUT | 10,812,139 | 0.02% | 2q | +334.8%+$50.4M |
| JANE STREET GROUP, LLC | $65.0M incl. $1.2M options CALL+PUT | 10,930,525 | 0.01% | 31q | -7.9%-$5.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $59.7M | 10,236,228 | 0.03% | 17q | +49.0%+$19.6M |
| BlackRock, Inc. | $57.9M | 9,928,067 | 0.00% | 8q | -4.4%-$2.7M |
| MILLENNIUM MANAGEMENT LLC | $51.5M incl. $4.3M options CALL | 8,098,237 | 0.02% | 16q | +27.0%+$11.0M |
| BANK OF AMERICA CORP /DE/ | $46.7M | 8,005,022 | 0.00% | 31q | +2.9%+$1.3M |
| Qube Research & Technologies Ltd | $36.7M | 6,288,166 | 0.03% | 3q | +181.1%+$23.6M |
| ABC ARBITRAGE SA | $33.2M | 5,689,418 | 3.58% | 2q | +18306.4%+$33.0M |
| BANK OF MONTREAL /CAN/ | $30.5M | 5,235,547 | 0.01% | 31q | +1113.6%+$28.0M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $30.3M | 5,201,812 | 0.13% | 2q | +51.2%+$10.3M |
| Crossmark Global Holdings, Inc. | $28.2M | 4,844,087 | 0.37% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $27.9M | 4,792,690 | 0.01% | 10q | +59.9%+$10.5M |
| ASSETMARK, INC | $27.0M | 4,635,820 | 0.05% | 19q | +20.4%+$4.6M |
| HRT FINANCIAL LP | $26.0M | 4,452,905 | 0.05% | new | NEW |
| Symmetry Investments LP | $25.6M incl. $21.6M options CALL | 693,000 | 1.73% | 5q | -24.0%-$8.1M |
| CITADEL ADVISORS LLC | $21.0M incl. $491.5K options CALL+PUT | 3,524,847 | 0.00% | 31q | +528.5%+$17.7M |
| WELLS FARGO & COMPANY/MN | $20.9M | 3,581,617 | 0.00% | 31q | -4.5%-$983.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $20.2M | 3,471,365 | 0.09% | 27q | +8.8%+$1.6M |
| Janney Montgomery Scott LLC | $18.0M | 3,093,483 | 0.03% | 31q | -0.6%-$116.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $17.3M | 2,964,818 | 0.00% | 15q | +18.3%+$2.7M |
| RAYMOND JAMES FINANCIAL INC | $17.2M | 2,943,648 | 0.00% | 7q | +6.5%+$1.0M |
| NATIXIS ADVISORS, LLC | $15.3M | 2,630,122 | 0.02% | 31q | +4.0%+$596.3K |
| LPL Financial LLC | $13.6M | 2,337,659 | 0.00% | 31q | +7.2%+$915.2K |
| Point72 Asset Management, L.P. | $13.2M | 2,262,925 | 0.01% | 5q | -43.1%-$10.0M |
| Schonfeld Strategic Advisors LLC | $12.9M | 2,204,316 | 0.05% | new | NEW |
| CIBC WORLD MARKET INC. | $12.8M | 2,199,518 | 0.02% | 31q | -1.0%-$130.4K |
| MARSHALL WACE, LLP | $12.3M | 2,109,294 | 0.01% | 2q | -56.8%-$16.2M |
| CAPITAL FUND MANAGEMENT S.A. | $12.2M | 2,093,662 | 0.05% | 3q | +185.0%+$7.9M |
| Clearbridge Investments, LLC | $11.7M | 1,998,538 | 0.01% | 9q | -1.0%-$112.5K |
| Aquatic Capital Management LLC | $11.5M | 1,964,677 | 0.39% | 5q | +2480.0%+$11.0M |
| Trexquant Investment LP | $11.0M | 1,891,954 | 0.06% | 2q | +74.9%+$4.7M |
| Cetera Investment Advisers | $10.6M | 1,817,733 | 0.01% | 26q | -7.8%-$891.6K |
| Farringdon Capital, Ltd. | $10.5M | 1,797,519 | 5.19% | new | NEW |
| QRG CAPITAL MANAGEMENT, INC. | $10.1M | 1,731,571 | 0.08% | 12q | +12.0%+$1.1M |
| Creative Planning | $8.9M | 1,531,629 | 0.01% | 31q | +2.2%+$190.7K |
| TD Waterhouse Canada Inc. | $8.8M | 1,494,395 | 0.02% | 19q | -15.1%-$1.6M |
| MML INVESTORS SERVICES, LLC | $8.5M | 1,453,513 | 0.02% | 31q | +43.8%+$2.6M |
| Ethic Inc. | $8.4M | 1,439,559 | 0.10% | 27q | -2.6%-$227.8K |
| UBS Group AG | $8.3M | 1,431,159 | 0.00% | 31q | -4.2%-$366.6K |
| BI Asset Management Fondsmaeglerselskab A/S | $8.3M | 1,419,244 | 0.07% | new | NEW |
| NINE MASTS CAPITAL Ltd | $8.1M | 1,384,610 | 0.81% | new | NEW |
| LOGAN CAPITAL MANAGEMENT INC | $8.0M | 1,374,230 | 0.30% | 10q | HELD |
| EAGLE GLOBAL ADVISORS LLC | $7.5M | 1,290,000 | 0.25% | 6q | +28.4%+$1.7M |
| Y-Intercept (Hong Kong) Ltd | $7.4M | 1,261,414 | 0.15% | new | NEW |
| OLD MISSION CAPITAL LLC | $7.3M | 1,257,130 | 0.12% | new | NEW |
| ROYAL BANK OF CANADA | $7.1M | 1,222,547 | 0.00% | 31q | +1.6%+$115.0K |
| STIFEL FINANCIAL CORP | $6.9M | 1,188,031 | 0.01% | 19q | HELD |
| Henry James International Management Inc. | $6.7M | 1,157,361 | 2.02% | 30q | +70.0%+$2.8M |
| XTX Topco Ltd | $6.7M | 1,154,325 | 0.09% | 13q | +917.4%+$6.1M |
| Focus Partners Wealth | $6.7M | 1,148,141 | 0.01% | 7q | +5.7%+$361.0K |
| Mariner, LLC | $6.7M | 1,142,245 | 0.01% | 17q | +3.5%+$223.4K |
| Beck Bode, LLC | $6.6M | 1,138,120 | 1.00% | 5q | +1.2%+$79.7K |
| RITHOLTZ WEALTH MANAGEMENT | $6.4M | 1,095,240 | 0.10% | 26q | +4.5%+$274.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.1M | 1,049,668 | 0.01% | 24q | -4.2%-$266.1K |
| Gradient Investments LLC | $6.1M | 1,038,552 | 0.08% | 2q | +5.9%+$337.8K |
| Pathstone Holdings, LLC | $6.0M | 1,035,643 | 0.02% | 11q | +4.1%+$235.0K |
| Integrated Quantitative Investments LLC | $6.0M | 1,029,049 | 0.98% | 2q | +13.8%+$725.5K |
| Bank of New York Mellon Corp | $5.6M | 958,770 | 0.00% | 31q | +0.6%+$31.2K |
| HighTower Advisors, LLC | $5.4M | 930,231 | 0.01% | 31q | -2.1%-$114.9K |
| Nuveen, LLC | $5.2M | 899,765 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $5.2M | 887,582 | 0.01% | 30q | +1.1%+$57.1K |
| MANNING & NAPIER ADVISORS LLC | $4.8M | 831,808 | 0.06% | 3q | +48715.0%+$4.8M |
| Vanguard Personalized Indexing Management, LLC | $4.7M | 800,490 | 0.04% | 20q | +5.0%+$220.7K |
| AMERIPRISE FINANCIAL INC | $4.3M | 742,245 | 0.00% | 31q | +5.8%+$237.2K |
| SEI INVESTMENTS CO | $4.2M | 728,006 | 0.00% | 20q | +5.8%+$231.2K |
| Tower Research Capital LLC (TRC) | $3.9M | 675,596 | 0.10% | 2q | +5885.6%+$3.9M |
| Squarepoint Ops LLC | $3.7M | 642,950 | 0.00% | 6q | +67.4%+$1.5M |
| Cerity Partners LLC | $3.7M | 640,341 | 0.00% | 31q | +2.0%+$74.5K |
| US BANCORP \DE\ | $3.7M | 630,200 | 0.00% | 31q | +20.6%+$627.8K |
| JONES FINANCIAL COMPANIES LLLP | $3.5M | 622,216 | 0.00% | 9q | +20.2%+$594.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.5M | 597,695 | 0.00% | 2q | -6.0%-$223.5K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $3.2M | 552,552 | 0.03% | 31q | -2.5%-$81.0K |
| NEUBERGER BERMAN GROUP LLC | $3.2M | 549,703 | 0.00% | 19q | -2.2%-$71.2K |
| PNC Financial Services Group, Inc. | $3.1M | 527,979 | 0.00% | 31q | +9.5%+$267.2K |
| M&T Bank Corp | $3.0M | 513,516 | 0.01% | 31q | -1.2%-$35.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.8M | 477,622 | 0.00% | 4q | HELD |
| Russell Investments Group, Ltd. | $2.8M | 476,310 | 0.00% | 14q | +18.4%+$432.2K |
| TUDOR INVESTMENT CORP ET AL | $2.8M | 475,209 | 0.00% | new | NEW |
| Vident Advisory, LLC | $2.8M | 472,440 | 0.02% | 12q | +4.3%+$114.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M incl. $772.5K options CALL+PUT | 331,881 | 0.00% | 31q | +210.8%+$1.8M |
| TWO SIGMA INVESTMENTS, LP | $2.7M | 458,500 | 0.00% | 2q | +11.3%+$270.5K |
| HANTZ FINANCIAL SERVICES, INC. | $2.7M | 456,401 | 0.04% | 5q | +28.4%+$588.6K |
| Naviter Wealth, LLC | $2.6M | 451,862 | 0.24% | 17q | +22.8%+$489.7K |
| Capricorn Fund Managers Ltd | $2.6M | 450,000 | 0.21% | new | NEW |
| HF Advisory Group, LLC | $2.6M | 445,833 | 0.80% | 10q | +14.8%+$335.0K |
Showing the largest 100 of 624 reported holders.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-15 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
| 2026-08-07 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
| 2026-05-12 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 216 | $420.2M | 74,718,014 | 19 | 88 | 49 | 0.0% |
| Q2 2026 | 624 | $3.5B | 600,206,336 | 90 | 260 | 138 | 1.0% |
| Q1 2026 | 579 | $3.1B | 612,157,228 | 111 | 218 | 137 | 0.9% |
| Q4 2025 | 522 | $2.7B | 507,645,668 | 67 | 201 | 114 | 0.3% |
| Q3 2025 | 483 | $2.4B | 530,883,068 | 51 | 179 | 140 | 0.1% |
| Q2 2025 | 479 | $2.2B | 604,991,284 | 79 | 170 | 149 | 0.2% |
| Q1 2025 | 457 | $2.1B | 538,317,474 | 51 | 194 | 131 | 0.1% |
| Q4 2024 | 456 | $1.1B | 486,841,666 | 36 | 144 | 167 | 0.1% |
| Q3 2024 | 430 | $1.3B | 403,026,827 | 45 | 196 | 108 | 0.1% |
| Q2 2024 | 425 | $1.1B | 379,447,944 | 59 | 192 | 101 | 0.1% |
| Q1 2024 | 394 | $1.1B | 412,084,668 | 46 | 150 | 119 | 0.1% |
| Q4 2023 | 393 | $926.1M | 400,180,439 | 50 | 151 | 101 | 0.1% |
| Q3 2023 | 353 | $678.6M | 318,248,743 | 44 | 116 | 113 | 0.1% |
| Q2 2023 | 343 | $795.6M | 361,323,677 | 44 | 137 | 93 | 0.1% |
| Q1 2023 | 329 | $851.4M | 365,642,712 | 38 | 142 | 68 | 0.1% |
| Q4 2022 | 320 | $785.5M | 359,240,424 | 39 | 91 | 109 | 0.5% |
| Q3 2022 | 292 | $1.7B | 969,146,067 | 35 | 123 | 63 | 0.2% |
| Q2 2022 | 291 | $1.9B | 949,249,043 | 41 | 103 | 85 | 0.2% |
| Q1 2022 | 294 | $1.3B | 545,469,816 | 45 | 139 | 54 | 0.2% |
| Q4 2021 | 276 | $1.2B | 475,885,742 | 44 | 122 | 50 | 0.2% |
| Q3 2021 | 249 | $988.4M | 403,576,414 | 30 | 90 | 61 | 0.2% |
| Q2 2021 | 247 | $982.2M | 384,745,808 | 38 | 94 | 48 | 0.5% |
| Q1 2021 | 223 | $602.5M | 257,317,927 | 36 | 82 | 46 | 0.7% |
| Q4 2020 | 224 | $456.3M | 231,660,325 | 31 | 62 | 66 | 0.5% |
| Q3 2020 | 206 | $395.9M | 298,171,540 | 23 | 39 | 93 | 1.1% |
| Q2 2020 | 220 | $463.1M | 304,181,247 | 10 | 67 | 99 | 1.5% |
| Q1 2020 | 292 | $753.7M | 491,884,950 | 35 | 90 | 118 | 0.8% |
| Q4 2019 | 327 | $2.0B | 606,660,537 | 43 | 104 | 98 | 0.4% |
| Q3 2019 | 296 | $1.5B | 545,474,185 | 40 | 107 | 92 | 0.5% |
| Q2 2019 | 301 | $1.6B | 563,729,506 | 49 | 104 | 93 | 0.7% |
| Q1 2019 | 293 | $1.6B | 485,985,121 | 40 | 113 | 75 | 0.2% |
| Q4 2018 | 285 | $1.3B | 489,357,777 | 5 | 6 | 7 | 0.2% |