Lloyds Banking Group plc
LYG- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0001160106
No open-market purchases or sales by Lloyds Banking Group plc insiders were filed in the last 90 days; 613 institutions reported holding it in 13F filings for Q2 2026, worth $3.45B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Lloyds Banking Group plc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 478
- +35 vs. Q1 2025
- Shares held
- 603.0M
- +133.9M (+28.6%) vs. Q1 2025
- Total value
- $2.15B
- +$365.7M (+20.5%) vs. Q1 2025
- New holders
- 84
- 177 more added
- Sold out
- 49
- 154 more reduced
12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LYG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 613 | $3.45B |
| Q1 2026 | 572 | $3.07B |
| Q4 2025 | 517 | $2.69B |
| Q3 2025 | 480 | $2.40B |
| Q2 2025 | 478 | $2.15B |
| Q1 2025 | 455 | $2.05B |
| Q4 2024 | 456 | $1.14B |
| Q3 2024 | 431 | $1.26B |
| Q2 2024 | 425 | $1.05B |
| Q1 2024 | 389 | $961.5M |
| Q4 2023 | 392 | $869.0M |
| Q3 2023 | 351 | $677.7M |
| Q2 2023 | 342 | $769.2M |
| Q1 2023 | 330 | $809.7M |
| Q4 2022 | 320 | $781.1M |
| Q3 2022 | 298 | $656.4M |
| Q2 2022 | 298 | $668.1M |
| Q1 2022 | 298 | $748.6M |
| Q4 2021 | 282 | $708.3M |
| Q3 2021 | 255 | $612.5M |
| Q2 2021 | 243 | $688.5M |
| Q1 2021 | 228 | $573.3M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 206 | $0 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 64 | $272 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 98 | $417 | 0.00% | +98 | New |
| Abound Wealth Management | 140 | $595 | 0.00% | −16−10.3% | Reduced |
| Bogart Wealth, LLC | 142 | $604 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $684 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 215 | $866 | 0.00% | +215 | New |
| Millstone Evans Group, LLC | 207 | $880 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 223 | $948 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 253 | $1.07K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $1.08K | 0.00% | −238−48.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 283 | $1.20K | 0.00% | −1,157−80.3% | Reduced |
| Paladin Advisory Group, LLC | 291 | $1.24K | 0.00% | +291 | New |
| Principia Wealth Advisory, LLC | 299 | $1.27K | 0.00% | +299 | New |
| MPWM Advisory Solutions, LLC | 310 | $1.32K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 329 | $1.40K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 427 | $1.82K | 0.00% | +427 | New |
| DecisionPoint Financial, LLC | 500 | $2.12K | 0.00% | +500 | New |
| Rossby Financial, LCC | 498 | $2.12K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 542 | $2.30K | 0.00% | +14+2.7% | Added |
| SWAN Capital LLC | 591 | $2.51K | 0.00% | +591 | New |
| Manchester Capital Management LLC | 620 | $2.63K | 0.00% | +620 | New |
| Wealth Preservation Advisors, LLC | 710 | $3.02K | 0.00% | +710 | New |
| Huntington National Bank | 733 | $3.12K | 0.00% | −2,081−74.0% | Reduced |
| UMA Financial Services, Inc. | 746 | $3.17K | 0.00% | +303+68.4% | Added |
| Ancora Advisors, LLC | 765 | $3.25K | 0.00% | +765 | New |
| Spire Wealth Management | 800 | $3.40K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 861 | $3.66K | 0.00% | +861 | New |
| Bartlett & Co. Wealth Management LLC | 911 | $3.87K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 933 | $3.96K | 0.00% | +832+823.8% | Added |
| CX Institutional | 849 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 981 | $4.17K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,000 | $4.25K | 0.00% | +1,000 | New |
| WealthCollab, LLC | 1,046 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,119 | $4.76K | 0.00% | +842+304.0% | Added |
| Larson Financial Group LLC | 1,143 | $4.86K | 0.00% | −1,278−52.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $4.91K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,194 | $5.08K | 0.00% | +361+43.3% | Added |
| Binnacle Investments Inc | 1,279 | $5.44K | 0.00% | +858+203.8% | Added |
| Cornerstone Planning Group LLC | 1,256 | $5.44K | 0.00% | −403−24.3% | Reduced |
| Fortitude Family Office, LLC | 1,296 | $5.51K | 0.00% | −395−23.4% | Reduced |
| New England Capital Financial Advisors LLC | 1,319 | $5.61K | 0.00% | +1,319 | New |
| Zions Bancorporation, National Association | 1,393 | $5.92K | 0.00% | −126−8.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,467 | $6.24K | 0.00% | +1,467 | New |
| Bell Investment Advisors, Inc | 1,494 | $6.35K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,613 | $6.86K | 0.00% | +1,613 | New |
| Mid-American Wealth Advisory Group, Inc. | 1,921 | $8.16K | 0.00% | +1,921 | New |
| Barclays PLC | 2,050 | $8.71K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,100 | $8.93K | 0.00% | +100+5.0% | Added |
| Pinnacle Bancorp, Inc. | 2,345 | $9.97K | 0.00% | +2,345 | New |
| GW&K Investment Management, LLC | 2,280 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,461 | $10.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,649 | $11.3K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,771 | $11.8K | 0.02% | +2,771 | New |
| Umb Bank N A | 2,804 | $11.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,831 | $12.0K | 0.00% | −4,470−61.2% | Reduced |
| Whipplewood Advisors, LLC | 2,838 | $12.1K | 0.01% | +2,836+141,800.0% | Added |
| Harbor Asset Planning, Inc. | 2,940 | $12.5K | 0.01% | +2,940 | New |
| Princeton Global Asset Management LLC | 3,000 | $12.8K | 0.00% | +3,000 | New |
| Westside Investment Management, Inc. | 3,203 | $13.5K | 0.00% | +3,203 | New |
| Concord Wealth Partners | 3,203 | $13.6K | 0.00% | +147+4.8% | Added |
| Brown, Lisle/Cummings, Inc. | 3,428 | $14.6K | 0.00% | +10.0% | Added |
| NBC Securities, Inc. | 3,538 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,582 | $15.2K | 0.00% | −2,423−40.3% | Reduced |
| Fairscale Capital, LLC | 3,976 | $16.8K | 0.01% | +3,976 | New |
| Federation des caisses Desjardins du Quebec | 4,100 | $17.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,209 | $17.9K | 0.00% | −133−3.1% | Reduced |
| Bessemer Group Inc | 4,282 | $18.0K | 0.00% | −1,348−23.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 4,200 | $19.0K | 0.01% | +4,200 | New |
| Investors Research Corp | 5,000 | $21.3K | 0.00% | −7,500−60.0% | Reduced |
| TD Waterhouse Canada Inc. | 5,374 | $22.7K | 0.00% | +503+10.3% | Added |
| Sierra Ocean, LLC | 5,929 | $25.2K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,227 | $26.5K | 0.00% | +133+2.2% | Added |
| V-Square Quantitative Management LLC | 6,787 | $28.8K | 0.00% | +6,787 | New |
| Salem Investment Counselors Inc | 7,000 | $29.8K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 7,107 | $30.2K | 0.00% | +7,107 | New |
| HM Payson & Co | 7,150 | $30.4K | 0.00% | +3,192+80.6% | Added |
| Parkside Financial Bank & Trust | 7,672 | $32.6K | 0.00% | −872−10.2% | Reduced |
| Opal Wealth Advisors, LLC | 8,283 | $35.2K | 0.01% | +8,283 | New |
| Ameritas Advisory Services, LLC | 8,938 | $38.0K | 0.00% | +8,938 | New |
| Halbert Hargrove Global Advisors, LLC | 9,952 | $42.3K | 0.00% | +9,861+10,836.3% | Added |
| Shepherd Financial Partners LLC | 10,000 | $42.5K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 10,000 | $42.5K | 0.00% | +10,000 | New |
| Fountainhead AM, LLC | 10,050 | $42.7K | 0.01% | +10,050 | New |
| Ascent Capital Management, LLC | 10,067 | $42.8K | 0.04% | +10,067 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,069 | $42.8K | 0.00% | +10,069 | New |
| Fifth Third Bancorp | 10,298 | $43.8K | 0.00% | −684−6.2% | Reduced |
| Sowell Financial Services LLC | 10,317 | $43.8K | 0.00% | −1,297−11.2% | Reduced |
| Zacks Investment Management | 10,343 | $44.0K | 0.00% | +10,343 | New |
| HBK Sorce Advisory LLC | 10,349 | $44.0K | 0.00% | +10,349 | New |
| Hoxton Planning & Management, LLC | 10,657 | $45.3K | 0.02% | −30,462−74.1% | Reduced |
| Cherrydale Wealth Management, LLC | 10,694 | $45.5K | 0.02% | −1,410−11.6% | Reduced |
| Greenleaf Trust | 10,824 | $46.0K | 0.00% | −2,473−18.6% | Reduced |
| Holistic Financial Partners | 10,874 | $46.2K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 10,958 | $46.6K | 0.01% | +951+9.5% | Added |
| Evoke Wealth, LLC | 10,994 | $46.7K | 0.00% | +10,994 | New |
| Quantinno Capital Management LP | 11,211 | $47.6K | 0.00% | +11,211 | New |
| Good Life Advisors, LLC | 11,278 | $47.9K | 0.00% | −6,677−37.2% | Reduced |
| SageView Advisory Group, LLC | 11,511 | $48.3K | 0.00% | +177+1.6% | Added |