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Lloyds TSB shares owned by Morningstar Investment Services

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

Historical chart of Morningstar Investment Services investment in Lloyds TSB

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

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Quarterly reported holdings in Lloyds TSB by Morningstar Investment Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $23M 11M 2.14
2023-06-30 $23M 11M 2.13
2023-03-31 $25M 11M 2.35
2022-12-31 $23M 10M 2.28
2022-09-30 $20M 10M 1.95
2022-06-30 $20M 9.8M 2.07
2022-03-31 $23M 9.1M 2.51
2021-12-31 $23M 8.8M 2.55
2021-09-30 $14M 5.8M 2.46
2021-06-30 $15M 5.7M 2.54
2021-03-31 $13M 5.7M 2.33
2020-12-31 $12M 6.0M 1.96
2020-09-30 $8.5M 6.6M 1.29
2020-06-30 $11M 7.6M 1.49
2020-03-31 $13M 7.8M 1.62
2019-12-31 $23M 6.9M 3.31
2019-09-30 $18M 6.8M 2.64
2019-06-30 $18M 6.3M 2.84
2019-03-31 $15M 4.7M 3.21
2018-12-31 $12M 4.6M 2.56
2018-09-30 $874k 287k 3.04
2018-06-30 $1.0M 301k 3.33
2018-03-31 $1.0M 281k 3.72
2017-12-31 $945k 252k 3.75
2017-09-30 $805k 220k 3.66
2017-06-30 $671k 190k 3.53
2017-03-31 $483k 142k 3.40
2016-12-31 $328k 106k 3.10
2016-09-30 $307k 107k 2.87
2016-06-30 $333k 112k 2.97
2016-03-31 $419k 106k 3.95
2015-12-31 $432k 99k 4.36
2015-09-30 $480k 104k 4.60
2015-06-30 $518k 95k 5.43
2015-03-31 $434k 93k 4.67
2014-12-31 $336k 72k 4.65
2014-09-30 $228k 45k 5.04
2014-06-30 $141k 28k 5.13
2014-03-31 $70k 14k 5.12

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Top funds holding Lloyds TSB

Goldman Sachs Group
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Bank of America Corporation
Natixis Asset Management Advisors
Millennium Management
Janney Capital Management
Jpmorgan Chase & Co
Wells Fargo & Company
First Eagle Investment Management
Neuberger Berman Group
Bard Financial Services
UBS Group
Norges Bank Investment Management
Qrg Capital Management

View all funds holding Lloyds TSB