Who Owns LLOYDS BANKING GROUP PLC SPONSORED ADR (LYG)? -- Institutional Holders (2026-06-30)
24 institutions reported holding $8.7M of LLOYDS BANKING GROUP PLC SPONSORED ADR (LYG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($6.1M), GAMMA Investing LLC ($555,978), TRUST POINT INC. ($383,454), Valeo Financial Advisors, LLC ($317,448), Cooper Financial Group ($222,043). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Gradient Investments LLC | $6.1M | 1.0M | Added |
| 2 | GAMMA Investing LLC | $555,978 | 95,365 | Added |
| 3 | TRUST POINT INC. | $383,454 | 65,773 | Added |
| 4 | Valeo Financial Advisors, LLC | $317,448 | 54,451 | Added |
| 5 | Cooper Financial Group | $222,043 | 38,086 | Added |
| 6 | Meriwether Wealth & Planning, LLC | $153,014 | 26,246 | Added |
| 7 | Avior Wealth Management, LLC | $152,326 | 26,128 | Added |
| 8 | Crumly & Associates Inc. | $144,316 | 24,754 | Trimmed |
| 9 | 55 North Private Wealth, LLC | $128,303 | 22,007 | Trimmed |
| 10 | Breakwater Capital Group | $122,465 | 21,006 | Hold |
| 11 | Baron Wealth Management LLC | $100,865 | 17,301 | Added |
| 12 | MOODY NATIONAL BANK TRUST DIVISION | $83,981 | 14,405 | Hold |
| 13 | Dynamic Advisor Solutions LLC | $83,112 | 14,256 | Added |
| 14 | Foster Group, Inc. | $72,152 | 12,376 | Hold |
| 15 | Beaird Harris Wealth Management, LLC | $57,637 | 9,886 | Hold |
| 16 | Retirement Wealth Solutions LLC | $11,305 | 1,939 | Added |
| 17 | Hilltop National Bank | $5,830 | 1,000 | Hold |
| 18 | Kozak & Associates, Inc. | $5,611 | 951 | Hold |
| 19 | CX Institutional | $5,000 | 868 | Added |
| 20 | Grove Bank & Trust | $1,790 | 307 | Added |
| 21 | Dogwood Wealth Management LLC | $1,382 | 237 | New |
| 22 | CoreCap Advisors, LLC | $1,003 | 172 | New |
| 23 | Arlington Trust Co LLC | $816 | 140 | Hold |
| 24 | Versant Capital Management, Inc | $315 | 54 | New |
Source: SEC Form 13F filings · as of 2026-06-30