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Lloyds TSB shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $98k 22k 4.52

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Top funds holding Lloyds TSB

Fisher Investments
Mondrian Investment Partners
FMR
Goldman Sachs Group
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Northern Trust
Atlantic Trust
Dimensional Fund Advisors
BlackRock
Millennium Management
Envestnet Asset Management
American Century Companies
UBS Group
First Eagle Investment Management

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