Filing Research | LLOYDS BANKING GROUP PLC Institutional Holdings

Snapshot holdings

50 / 172 loaded

#		Instrument	quantity
1	ABC ARBITRAGE SA	Shares	5.7MSH	$33.2M
2	Crossmark Global Holdings, Inc.	Shares	4.8MSH	$28.2M
3	QRG CAPITAL MANAGEMENT, INC.	Shares	1.7MSH	$10.1M
4	Y-Intercept (Hong Kong) Ltd	Shares	1.3MSH	$7.4M
5	Henry James International Management Inc.	Shares	1.2MSH	$6.7M
6	Gradient Investments LLC	Shares	1.0MSH	$6.1M
7	Capricorn Fund Managers Ltd	Shares	450.0KSH	$2.6M
8	HF Advisory Group, LLC	Shares	445.8KSH	$2.6M
9	BTC Capital Management, Inc.	Shares	421.2KSH	$2.5M
10	FACTORY MUTUAL INSURANCE CO	Shares	400.4KSH	$2.3M
11	EQUITABLE TRUST CO	Shares	379.0KSH	$2.2M
12	JCIC Asset Management Inc.	Shares	416.9KSH	$2.1M
13	COOKSON PEIRCE & CO INC	Shares	307.7KSH	$1.8M
14	SIGNATUREFD, LLC	Shares	301.6KSH	$1.8M
15	Revisor Wealth Management LLC	Shares	243.7KSH	$1.4M
16	Patriot Financial Group Insurance Agency, LLC	Shares	215.5KSH	$1.3M
17	Aaron Wealth Advisors LLC	Shares	196.7KSH	$1.1M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	178.9KSH	$1.1M
19	Legacy Wealth Asset Management, LLC	Shares	172.6KSH	$1.0M
20	Ballentine Partners, LLC	Shares	172.3KSH	$1.0M
21	MARINO, STRAM & ASSOCIATES LLC	Shares	152.9KSH	$891.5K
22	Sivia Capital Partners, LLC	Shares	135.4KSH	$789.6K
23	Blue Trust, Inc.	Shares	124.5KSH	$725.9K
24	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	117.6KSH	$685.8K
25	Sequoia Financial Advisors, LLC	Shares	117.2KSH	$683.4K
26	Apollon Wealth Management, LLC	Shares	110.7KSH	$645.4K
27	Edge Wealth Management LLC	Shares	110.0KSH	$641.3K
28	Aprio Wealth Management, LLC	Shares	108.2KSH	$631.1K
29	Gallacher Capital Management LLC	Shares	107.2KSH	$625.2K
30	Drucker Wealth 3.0, LLC	Shares	101.2KSH	$589.7K
31	GAMMA Investing LLC	Shares	95.4KSH	$556.0K
32	Farther Finance Advisors, LLC	Shares	95.0KSH	$553.7K
33	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	93.8KSH	$546.6K
34	Abel Hall, LLC	Shares	89.1KSH	$519.4K
35	Cypress Wealth Services, LLC	Shares	88.7KSH	$517.0K
36	Foster Victor Wealth Advisors, LLC	Shares	86.5KSH	$513.0K
37	BENJAMIN EDWARDS INC	Shares	86.2KSH	$502.6K
38	Brookstone Capital Management	Shares	86.1KSH	$501.8K
39	LVW Advisors, LLC	Shares	84.2KSH	$491.1K
40	EverSource Wealth Advisors, LLC	Shares	66.8KSH	$389.6K
41	Merit Financial Group, LLC	Shares	66.1KSH	$385.5K
42	Trust Point Inc.	Shares	65.8KSH	$383.5K
43	Alliance Wealth Advisors, LLC	Shares	62.8KSH	$366.3K
44	BSW Wealth Partners	Shares	59.3KSH	$345.6K
45	Larry Mathis Financial Planning, LLC	Shares	58.7KSH	$342.4K
46	Cape Investment Advisory, Inc.	Shares	57.3KSH	$334.3K
47	ANCHYRA PARTNERS LLC	Shares	55.1KSH	$321.2K
48	Portside Wealth Group, LLC	Shares	54.9KSH	$320.2K
49	Five Oceans Advisors	Shares	54.8KSH	$319.4K
50	Valeo Financial Advisors, LLC	Shares	54.5KSH	$317.4K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 183 loaded

#		Instrument
1	ABC ARBITRAGE SA added	Shares	+5.7M	+$33.0M	$33.2M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+1.3M	+$7.4M	$7.4M
3	Crossmark Global Holdings, Inc. trimmed	Shares	-9.3K	+$3.8M	$28.2M
4	Henry James International Management Inc. added	Shares	+476.4K	+$3.3M	$6.7M
5	Capricorn Fund Managers Ltd new	Shares	+450.0K	+$2.6M	$2.6M
6	FACTORY MUTUAL INSURANCE CO new	Shares	+400.4K	+$2.3M	$2.3M
7	QRG CAPITAL MANAGEMENT, INC. added	Shares	+185.5K	+$2.3M	$10.1M
8	Gradient Investments LLC added	Shares	+58.0K	+$1.1M	$6.1M
9	HF Advisory Group, LLC added	Shares	+57.5K	+$645.7K	$2.6M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+49.7K	+$400.1K	$1.1M
11	BTC Capital Management, Inc. added	Shares	+6.3K	+$368.6K	$2.5M
12	Larry Mathis Financial Planning, LLC new	Shares	+58.7K	+$342.4K	$342.4K
13	LVW Advisors, LLC added	Shares	+48.3K	+$310.1K	$491.1K
14	EQUITABLE TRUST CO added	Shares	+39	+$303.4K	$2.2M
15	OLD NATIONAL BANCORP /IN/ new	Shares	+35.9K	+$209.6K	$209.6K
16	SIGNATUREFD, LLC trimmed	Shares	-6.9K	+$206.6K	$1.8M
17	Aaron Wealth Advisors LLC added	Shares	+6.5K	+$190.2K	$1.1M
18	Revisor Wealth Management LLC trimmed	Shares	-2.5K	+$182.4K	$1.4M
19	COOKSON PEIRCE & CO INC trimmed	Shares	-16.9K	+$161.0K	$1.8M
20	Cardinal Point Capital Management ULC new	Shares	+25.0K	+$145.7K	$145.7K
21	Ballentine Partners, LLC added	Shares	+366	+$139.7K	$1.0M
22	BENJAMIN EDWARDS INC added	Shares	+13.3K	+$135.8K	$502.6K
23	Legacy Wealth Asset Management, LLC trimmed	Shares	-1.4K	+$131.2K	$1.0M
24	GAMMA Investing LLC added	Shares	+10.4K	+$128.7K	$556.0K
25	MARINO, STRAM & ASSOCIATES LLC added	Shares	+1.1K	+$127.7K	$891.5K
26	Warren Street Wealth Advisors, LLC added	Shares	+18.1K	+$120.9K	$217.4K
27	Portside Wealth Group, LLC added	Shares	+15.2K	+$120.5K	$320.2K
28	MISSION WEALTH MANAGEMENT, LP new	Shares	+20.6K	+$120.0K	$120.0K
29	Trust Point Inc. added	Shares	+12.7K	+$116.4K	$383.5K
30	Foster Victor Wealth Advisors, LLC added	Shares	+15.4K	+$114.6K	$513.0K
31	Merit Financial Group, LLC added	Shares	+11.9K	+$112.8K	$385.5K
32	Aprio Wealth Management, LLC added	Shares	+5.2K	+$112.6K	$631.1K
33	Cooper Financial Group added	Shares	+13.7K	+$99.4K	$222.0K
34	Apollon Wealth Management, LLC added	Shares	+1.2K	+$94.5K	$645.4K
35	J.W. COLE ADVISORS, INC. new	Shares	+15.4K	+$90.0K	$90.0K
36	Edge Wealth Management LLC unchanged	Shares	0	+$88.0K	$641.3K
37	BLVD Private Wealth, LLC new	Shares	+14.9K	+$86.7K	$86.7K
38	Valeo Financial Advisors, LLC added	Shares	+8.6K	+$86.6K	$317.4K
39	Farther Finance Advisors, LLC added	Shares	+5.4K	+$85.7K	$553.7K
40	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-1.8K	+$85.1K	$685.8K
41	ASPIRIANT, LLC new	Shares	+14.1K	+$82.0K	$82.0K
42	RIVERSEDGE ADVISORS, LLC added	Shares	+10.0K	+$81.6K	$229.8K
43	RFG Advisory, LLC new	Shares	+14.0K	+$81.5K	$81.5K
44	Blue Trust, Inc. trimmed	Shares	-3.9K	+$80.2K	$725.9K
45	Avior Wealth Management, LLC added	Shares	+11.5K	+$78.5K	$152.3K
46	Avidian Wealth Enterprises, LLC new	Shares	+13.0K	+$75.6K	$75.6K
47	Legacy Advisors, LLC new	Shares	+12.9K	+$75.1K	$75.1K
48	EAGLE ROCK INVESTMENT COMPANY, LLC unchanged	Shares	0	+$75.0K	$546.6K
49	Sequoia Financial Advisors, LLC trimmed	Shares	-4.3K	+$72.4K	$683.4K
50	Aletheian Wealth Advisors LLC new	Shares	+12.1K	+$70.6K	$70.6K

Scroll to load more