Vault-13

LLOYDS BANKING GROUP PLC LYG

SPONSORED ADR · ADR · CUSIP 539439109

British financial institution

457 institutional holders +0 vs Q4 2024
537,295,707537.3m shares reported held*
$2.0bnreported value*
50 new 201 added 139 reduced 46 sold out net bought ≈ $489.3m (+54.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.81. Options: 6 managers hold calls ($1.8m notional), 5 hold puts ($840.0k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 299Q4 22: 320Q1 23: 330Q2 23: 343Q3 23: 352Q4 23: 393Q1 24: 390Q2 24: 426Q3 24: 432Q4 24: 457Q1 25: 457457Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022299
Q4 2022320
Q1 2023330
Q2 2023343
Q3 2023352
Q4 2023393
Q1 2024390
Q2 2024426
Q3 2024432
Q4 2024457
Q1 2025457

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 180 bought or addedQ2 23: 132 cut or sold outQ3 23: 163 bought or addedQ3 23: 155 cut or sold outQ3 23Q4 23: 205 bought or addedQ4 23: 135 cut or sold outQ1 24: 204 bought or addedQ1 24: 165 cut or sold outQ1 24Q2 24: 257 bought or addedQ2 24: 131 cut or sold outQ3 24: 253 bought or addedQ3 24: 159 cut or sold outQ3 24Q4 24: 189 bought or addedQ4 24: 205 cut or sold outQ1 25: 251 bought or addedQ1 25: 185 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023180132
Q3 2023163155
Q4 2023205135
Q1 2024204165
Q2 2024257131
Q3 2024253159
Q4 2024189205
Q1 2025251185

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ2 24 calls: $291.7kQ2 24 puts: $852.6kQ2 24P/C 2.92Q3 24 calls: $913.4kQ3 24 puts: $754.2kQ3 24P/C 0.83Q4 24 calls: $718.9kQ4 24 puts: $235.8kQ4 24P/C 0.33Q1 25 calls: $1.8mQ1 25 puts: $840.0kQ1 25P/C 0.47
Numbers
QuarterCallsPutsP/C
Q2 2024$291.7k$852.6k2.92
Q3 2024$913.4k$754.2k0.83
Q4 2024$718.9k$235.8k0.33
Q1 2025$1.8m$840.0k0.47

Biggest buyers

Fisher Asset Management, LLC New +132,122,777+132.1m
FMR LLC Added +6,968,590+7.0m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +6,700,329+6.7m
Clearbridge Investments, LLC Added +4,757,156+4.8m
Balyasny Asset Management L.P. Added +3,178,753+3.2m
BANK OF AMERICA CORP /DE/ Added +1,587,058+1.6m
Rockefeller Capital Management L.P. Added +1,532,434+1.5m
GOLDMAN SACHS GROUP INC Added +1,397,163+1.4m
BlackRock, Inc. Added +1,137,767+1.1m
MILLENNIUM MANAGEMENT LLC Added +1,100,359+1.1m

Biggest sellers

L1 Capital Pty Ltd Sold out -93,653,671-93.7m
Mondrian Investment Partners LTD Reduced -6,683,977-6.7m
Cowen Investment Management LLC Sold out -4,421,183-4.4m
DIMENSIONAL FUND ADVISORS LP Reduced -2,363,323-2.4m
JPMORGAN CHASE & CO Reduced -1,910,587-1.9m
Janney Capital Management LLC Reduced -1,511,711-1.5m
MORGAN STANLEY Reduced -1,168,293-1.2m
Optiver Holding B.V. Sold out -988,395-988.4k
CoreCap Advisors, LLC Sold out -762,526-762.5k
OLD MISSION CAPITAL LLC Sold out -650,923-650.9k

Biggest calls

Optiver Holding B.V. Added $1.1m300.5k shares
GROUP ONE TRADING LLC Reduced $305.2k79.9k shares
CITADEL ADVISORS LLC Added $237.2k62.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $89.0k23.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
SIMPLEX TRADING, LLC Reduced $0200 shares

Biggest puts

Optiver Holding B.V. Added $591.0k154.7k shares
SIMPLEX TRADING, LLC Added $199.0k52.1k shares
CITADEL ADVISORS LLC Reduced $34.4k9.0k shares
GROUP ONE TRADING LLC Added $15.7k4.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 0.22% of their portfolio PLANO, TX 132,122,777132.1m $504.7m $504.7m 0.22% New
2 Mondrian Investment Partners LTD 4.32% of their portfolio LONDON, X0 66,050,30766.1m $252.3m $252.3m 4.32% Reduced -6.7m -6,683,977
3 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.10% of their portfolio BOSTON, MA 33,369,38233.4m $127.5m $127.5m 0.10% Added +6.7m +6,700,329
4 FMR LLC 0.01% of their portfolio BOSTON, MA 31,819,34731.8m $121.5m $121.5m 0.01% Added +7.0m +6,968,590
5 Clearbridge Investments, LLC 0.09% of their portfolio NEW YORK, NY 26,511,72426.5m $101.3m $101.3m 0.09% Added +4.8m +4,757,156
6 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 24,154,11724.2m $92.3m $92.3m 0.02% Added +1.4m +1,397,163
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 20,589,32720.6m $78.7m $78.7m 0.01% Reduced -1.2m -1,168,293
8 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 15,487,63815.5m $59.2m $59.2m 0.01% Reduced -116.7k -116,687
9 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 14,040,93614.0m $53.6m $53.6m 0.01% Reduced -2.4m -2,363,323
10 CIBC Private Wealth Group LLC 0.09% of their portfolio ATLANTA, GA 13,065,28313.1m $43.4m $43.4m 0.09% Added +669.7k +669,742
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 12,701,40612.7m $48.5m $48.5m 0.00% Added +1.6m +1,587,058
12 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 10,492,89810.5m $40.1m $40.1m 0.01% Added +863.3k +863,347
13 BlackRock, Inc. 0.00% of their portfolio New York, NY 9,108,8359.1m $34.8m $34.8m 0.00% Added +1.1m +1,137,767
14 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 8,199,2998.2m $31.3m $31.3m 0.03% Added +1.1m +1,100,359
15 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 7,011,7747.0m $26.8m $26.8m 0.02% Added +399.9k +399,866
16 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 6,726,7096.7m $25.7m $25.7m 0.01% Added +635.8k +635,763
17 First Eagle Investment Management, LLC 0.05% of their portfolio NEW YORK, NY 6,203,6386.2m $23.7m $23.7m 0.05% Added +602.2k +602,179
18 Crossmark Global Holdings, Inc. 0.33% of their portfolio HOUSTON, TX 4,831,9974.8m $18.5m $18.5m 0.33% Added +18.8k +18,767
19 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 4,349,3894.3m $16.6m $16.6m 0.01% Added +222.2k +222,180
20 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.12% of their portfolio Stamford, CT 3,780,7833.8m $14.4m $14.4m 0.12% Reduced -589.8k -589,825
21 CIBC WORLD MARKET INC. 0.03% of their portfolio TORONTO, A6 3,580,1033.6m $13.7m $13.7m 0.03% Reduced -36.8k -36,805
22 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 3,195,6573.2m $12.2m $12.2m 0.03% Added +3.2m +3,178,753
23 Janney Capital Management LLC 0.83% of their portfolio PITTSBURGH, PA 3,174,0213.2m $12.1m $12.1m 0.83% Reduced -1.5m -1,511,711
24 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 2,445,0112.4m $9.3m $9.3m 0.02% Added +1.5m +1,532,434
25 QRG CAPITAL MANAGEMENT, INC. 0.09% of their portfolio BERWYN, PA 2,390,9852.4m $9.1m $9.1m 0.09% Added +18.2k +18,232
26 Bard Financial Services, Inc. 1.06% of their portfolio BRANFORD, CT 2,268,8052.3m $8.7m $8.7m 1.06% Reduced -157.5k -157,500
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 2,008,0832.0m $7.7m $7.7m 0.00% Added +127.9k +127,898
28 Orion Portfolio Solutions, LLC 0.03% of their portfolio Omaha, NE 1,788,5771.8m $5.9m $5.9m 0.03% Added +935.9k +935,947
29 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 1,717,8221.7m $6.6m $6.6m 0.02% Added +241.6k +241,611
30 TOWNSQUARE CAPITAL LLC 0.06% of their portfolio Lehi, UT 1,596,1321.6m $6.1m $6.1m 0.06% Added +65.0k +64,952
31 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 1,395,8931.4m $5.3m $5.3m 0.01% Reduced -78.4k -78,393
32 Ethic Inc. 0.11% of their portfolio NEW YORK, NY 1,390,4161.4m $5.3m $5.3m 0.11% Reduced -40.6k -40,620
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 1,351,5341.4m $5.2m $5.2m 0.00% Added +225.1k +225,112
34 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 1,334,8051.3m $5.1m $5.1m 0.01% Added +12.6k +12,607
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,244,2111.2m $4.8m $4.8m 0.00% Added +201.4k +201,373
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 1,191,8031.2m $4.6m $4.6m 0.00% Added +215.5k +215,506
37 RITHOLTZ WEALTH MANAGEMENT 0.14% of their portfolio NEW YORK, NY 1,186,3441.2m $4.5m $4.5m 0.14% Reduced -61.4k -61,376
38 Timber Creek Capital Management LLC 1.21% of their portfolio BOSTON, MA 1,184,4401.2m $4.5m $4.5m 1.21% Reduced -8.2k -8,223
39 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,174,2251.2m $4.5m $4.5m 0.00% Reduced -21.6k -21,574
40 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 1,129,7381.1m $4.3m $4.3m 0.01% Reduced -108.8k -108,782
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,126,7341.1m $4.3m $4.3m 0.00% Added +108.1k +108,100
42 LOGAN CAPITAL MANAGEMENT INC 0.19% of their portfolio Newtown Square, PA 1,092,4921.1m $4.2m $4.2m 0.19% Added +14.5k +14,451
43 OPPENHEIMER ASSET MANAGEMENT INC. 0.05% of their portfolio NEW YORK, NY 1,026,3651.0m $3.9m $3.9m 0.05% Added +34.4k +34,395
44 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 1,016,9001.0m $3.9m $3.9m 0.01% Added +254.6k +254,560
45 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 1,009,6961.0m $3.9m $3.9m 0.00% Reduced -90.6k -90,618
46 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 992,298992.3k $3.8m $3.8m 0.00% Added +190.6k +190,586
47 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 935,947935.9k $3.6m $3.6m 0.04% Added +83.3k +83,317
48 Henry James International Management Inc. 1.19% of their portfolio NEW YORK, NY 909,264909.3k $3.5m $3.5m 1.19% Added +3.4k +3,394
49 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 907,037907.0k $3.5m $3.5m 0.00% Reduced -132.9k -132,947
50 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 902,437902.4k $3.4m $3.4m 0.00% New
51 Vestmark Advisory Solutions, Inc. 0.08% of their portfolio Wakefield, MA 846,594846.6k $3.2m $3.2m 0.08% Added +390.4k +390,374
52 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 831,523831.5k $3.2m $3.2m 0.00% Added +20.5k +20,472
53 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 820,717820.7k $3.1m $3.1m 0.01% Added +180.5k +180,515
54 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 817,494817.5k $3.1m $3.1m 0.01% Added +795.1k +795,092
55 ADVISORS MANAGEMENT GROUP INC /ADV 0.68% of their portfolio LA CROSSE, WI 813,572813.6k $3.1m $3.1m 0.68% Reduced -219.2k -219,168
56 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 812,424812.4k $3.1m $3.1m 0.01% Added +166.1k +166,147
57 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 812,185812.2k $3.1m $3.1m 0.00% Reduced -17.8k -17,772
58 Mariner, LLC 0.01% of their portfolio Overland Park, KS 792,603792.6k $3.0m $3.0m 0.01% Added +50.5k +50,511
59 Drucker Wealth 3.0, LLC 0.61% of their portfolio WOODCLIFF LAKE, NJ 724,137724.1k $2.8m $2.8m 0.61% Reduced -28.6k -28,631
60 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 719,229719.2k $2.7m $2.7m 0.02% Added +87.1k +87,102
61 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 714,836714.8k $2.7m $2.7m 0.00% Reduced -35.7k -35,706
62 Vanguard Personalized Indexing Management, LLC 0.04% of their portfolio OAKLAND, CA 703,044703.0k $2.7m $2.7m 0.04% Added +76.3k +76,341
63 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 691,684691.7k $2.6m $2.6m 0.01% Added +65.2k +65,225
64 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 665,509665.5k $2.5m $2.5m 0.00% Added +42.4k +42,367
65 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 647,412647.4k $2.5m $2.5m 0.00% New
66 Semmax Financial Advisors Inc. 0.69% of their portfolio Winston Salem, NC 641,487641.5k $2.6m $2.6m 0.69% Reduced -145.2k -145,242
67 ENGLISH CAPITAL MANAGEMENT LLC 1.79% of their portfolio BLOOMFIELD HILLS, MI 629,115629.1k $2.4m $2.4m 1.79% Unchanged
68 AMG National Trust Bank 0.06% of their portfolio GREENWOOD VILLAGE, CO 592,510592.5k $2.3m $2.3m 0.06% Reduced -410.0k -409,972
69 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 525,641525.6k $2.0m $2.0m 0.01% Reduced -22.9k -22,891
70 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 518,544518.5k $2.0m $2.0m 0.00% Added +237.4k +237,434
71 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 514,028514.0k $2.0m $2.0m 0.00% Reduced -75.3k -75,309
72 EAGLE GLOBAL ADVISORS LLC 0.08% of their portfolio Houston, TX 500,000500.0k $1.9m $1.9m 0.08% New
73 QUADRANT CAPITAL GROUP LLC 0.07% of their portfolio CINCINNATI, OH 480,487480.5k $1.8m $1.8m 0.07% Added +311.8k +311,764
74 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 478,335478.3k $1.8m $1.8m 0.02% Added +189.5k +189,458
75 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 470,311470.3k $1.8m $1.8m 0.00% Added +16.6k +16,606
76 Caprock Group, LLC 0.05% of their portfolio BOISE, ID 463,016463.0k $1.8m $1.8m 0.05% Reduced -18.9k -18,924
77 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 452,059452.1k $1.7m $1.7m 0.00% Reduced -10.6k -10,580
78 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 435,745435.7k $1.7m $1.7m 0.02% Added +119.9k +119,876
79 Morningstar Investment Services LLC 0.30% of their portfolio CHICAGO, IL 435,473435.5k $1.7m $1.7m 0.30% Reduced -577.8k -577,769
80 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 421,022421.0k $1.6m $1.6m 0.03% Reduced -35.2k -35,227
81 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 0.07% of their portfolio BETHESDA, MD 420,060420.1k $1.6m $1.6m 0.07% Added +156.1k +156,060
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 400,416400.4k $1.5m $1.5m 0.00% Reduced -1.9m -1,910,587
83 Naviter Wealth, LLC 0.17% of their portfolio LITTLE ROCK, AR 360,018360.0k $1.4m $1.4m 0.17% Reduced -9.0k -8,988
84 HF Advisory Group, LLC 0.59% of their portfolio Annapolis, MD 354,746354.7k $1.4m $1.4m 0.59% Added +11.7k +11,718
85 SIGNATUREFD, LLC 0.02% of their portfolio ATLANTA, GA 308,563308.6k $1.2m $1.2m 0.02% Added +15.2k +15,213
86 Koss-Olinger Consulting, LLC 0.10% of their portfolio GAINESVILLE, FL 307,348307.3k $1.2m $1.2m 0.10% Added +206.7k +206,742
87 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 300,255300.3k $1.1m $1.1m 0.00% Reduced -519 -519
88 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 293,537293.5k $1.1m $1.1m 0.01% Reduced -13.9k -13,923
89 Curi Capital, LLC 0.03% of their portfolio CHICAGO, IL 289,766289.8k $1.1m $1.1m 0.03% New
90 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 288,773288.8k $785.5k $785.5k 0.02% Unchanged
91 TWIN CITY PRIVATE WEALTH, LLC 0.90% of their portfolio WINSTON-SALEM, NC 267,995268.0k $1.0m $1.0m 0.90% Reduced -88.5k -88,521
92 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 263,246263.2k $1.0m $1.0m 0.00% Added +145.8k +145,772
93 Grantham, Mayo, Van Otterloo & Co. LLC 0.00% of their portfolio Boston, MA 256,198256.2k $978.7k $978.7k 0.00% Added +43.3k +43,342
94 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 254,955255.0k $973.9k $973.9k 0.01% Added +33.7k +33,673
95 Ativo Capital Management LLC 0.80% of their portfolio CHICAGO, IL 244,962245.0k $935.8k $935.8k 0.80% Reduced -4.2k -4,222
96 Ellevest, Inc. 0.06% of their portfolio NEW YORK, NY 233,057233.1k $890.3k $890.3k 0.06% Reduced -523 -523
97 Voya Financial Advisors, Inc. 0.10% of their portfolio WINDSOR, CT 225,365225.4k $865.4k $865.4k 0.10% Added +21.6k +21,618
98 Marks Group Wealth Management, Inc 0.08% of their portfolio MINNETONKA, MN 220,620220.6k $842.8k $842.8k 0.08% Added +10.5k +10,507
99 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 208,142208.1k $795.1k $795.1k 0.00% Added +405 +405
100 XTX Topco Ltd 0.04% of their portfolio LONDON, X0 205,118205.1k $783.6k $783.6k 0.04% Reduced -28.0k -28,012