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 |
|---|---|---|---|---|---|
| Syverson Strege & Co | 11,421 | $48.5K | 0.01% | +11,421 | New |
| Beacon Pointe Advisors, LLC | 11,695 | $49.7K | 0.00% | +236+2.1% | Added |
| Farther Finance Advisors, LLC | 11,766 | $50.0K | 0.00% | +3,646+44.9% | Added |
| Resonant Capital Advisors, LLC | 11,785 | $50.1K | 0.00% | +11,785 | New |
| FMB Wealth Management | 11,812 | $50.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 12,000 | $51.0K | 0.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 12,608 | $53.6K | 0.00% | +1,772+16.4% | Added |
| Fiduciary Financial Group, LLC | 12,730 | $53.8K | 0.01% | −67−0.5% | Reduced |
| Mutual Advisors, LLC | 12,540 | $54.2K | 0.00% | −376−2.9% | Reduced |
| Great Diamond Partners, LLC | 12,845 | $54.6K | 0.01% | −6,042−32.0% | Reduced |
| Portside Wealth Group, LLC | 12,894 | $54.8K | 0.01% | −90,422−87.5% | Reduced |
| Bank Hapoalim BM | 13,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| Foster Group, Inc. | 12,966 | $55.1K | 0.00% | +12,966 | New |
| Sentinus, LLC | 13,012 | $55.3K | 0.01% | +1,177+9.9% | Added |
| Aletheian Wealth Advisors LLC | 13,040 | $55.4K | 0.03% | −256−1.9% | Reduced |
| Sunpointe, LLC | 13,188 | $56.0K | 0.02% | +13,188 | New |
| Sym Financial Corp | 13,555 | $57.6K | 0.01% | +3,139+30.1% | Added |
| Legacy Financial Group, Inc. | 13,581 | $57.7K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 13,662 | $58.1K | 0.00% | −15,514−53.2% | Reduced |
| Enterprise Financial Services Corp | 13,700 | $58.2K | 0.03% | +1,642+13.6% | Added |
| Geneos Wealth Management Inc. | 13,714 | $58.3K | 0.00% | +1,990+17.0% | Added |
| Johnson Investment Counsel Inc | 13,872 | $59.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 13,885 | $59.0K | 0.00% | −6,343−31.4% | Reduced |
| Insigneo Advisory Services, LLC | 13,956 | $59.3K | 0.01% | −15,736−53.0% | Reduced |
| Root Financial Partners, LLC | 14,039 | $59.7K | 0.01% | +14,039 | New |
| Purkiss Capital Advisors LLC | 14,082 | $59.8K | 0.03% | +14,082 | New |
| Intergy Private Wealth, LLC | 14,214 | $60.4K | 0.02% | −471−3.2% | Reduced |
| Moody National Bank Trust Division | 14,405 | $61.2K | 0.01% | +3,161+28.1% | Added |
| Silver Oak Securities, Inc | 14,660 | $62.3K | 0.01% | −105−0.7% | Reduced |
| AlTi Global, Inc. | 14,694 | $62.5K | 0.00% | +14,694 | New |
| Blair William & Co | 14,699 | $62.5K | 0.00% | +14,699 | New |
| Camden Capital, LLC | 14,822 | $63.0K | 0.01% | +1,352+10.0% | Added |
| RWM Asset Management, LLC | 14,840 | $63.1K | 0.01% | +14,840 | New |
| Arkadios Wealth Advisors | 15,005 | $63.8K | 0.00% | +166+1.1% | Added |
| PFG Investments, LLC | 15,019 | $63.8K | 0.00% | −569−3.7% | Reduced |
| Brown Advisory Inc | 15,437 | $65.6K | 0.00% | +15,437 | New |
| D.A. Davidson & Co. | 15,438 | $65.6K | 0.00% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 15,485 | $65.8K | 0.00% | −578−3.6% | Reduced |
| Kestra Private Wealth Services, LLC | 15,660 | $66.6K | 0.00% | −1,093−6.5% | Reduced |
| Xponance, Inc. | 15,690 | $66.7K | 0.00% | +255+1.7% | Added |
| MQS Management LLC | 15,859 | $67.4K | 0.04% | −17,234−52.1% | Reduced |
| Inspire Advisors, LLC | 15,950 | $67.8K | 0.01% | +15,950 | New |
| International Private Wealth Advisors LLC | 15,988 | $67.9K | 0.06% | +15,988 | New |
| Impact Capital Partners LLC | 16,415 | $69.8K | 0.02% | +2,127+14.9% | Added |
| Warren Street Wealth Advisors, LLC | 16,464 | $70.0K | 0.02% | +388+2.4% | Added |
| Capital Asset Advisory Services LLC | 16,647 | $70.4K | 0.00% | +17+0.1% | Added |
| Aptus Capital Advisors, LLC | 16,587 | $70.5K | 0.00% | +1,582+10.5% | Added |
| Axxcess Wealth Management, LLC | 16,647 | $70.7K | 0.00% | −41,752−71.5% | Reduced |
| National Asset Management, Inc. | 16,906 | $71.9K | 0.00% | −3,070−15.4% | Reduced |
| SBI Securities Co., Ltd. | 16,926 | $71.9K | 0.00% | +1,557+10.1% | Added |
| New Republic Capital, LLC | 17,051 | $72.5K | 0.03% | +1,135+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 17,293 | $73.5K | 0.00% | +33+0.2% | Added |
| Brio Consultants, LLC | 17,627 | $74.9K | 0.01% | −2,775−13.6% | Reduced |
| Seven Mile Advisory | 17,906 | $76.1K | 0.05% | −715−3.8% | Reduced |
| Angeles Wealth Management, LLC | 18,079 | $76.8K | 0.01% | +18,079 | New |
| Lazari Capital Management, Inc. | 18,419 | $78.3K | 0.03% | −5,573−23.2% | Reduced |
| Brighton Jones LLC | 18,778 | $79.8K | 0.00% | +2,613+16.2% | Added |
| GWM Advisors LLC | 19,168 | $81.5K | 0.00% | +2,816+17.2% | Added |
| Berger Financial Group, Inc | 19,632 | $83.4K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 20,000 | $85.0K | 0.07% | 00.0% | Unchanged |
| Advisors Management Group Inc | 20,148 | $86.0K | 0.02% | −793,424−97.5% | Reduced |
| Benjamin Edwards Inc | 20,334 | $86.4K | 0.00% | +20,334 | New |
| Whittier Trust Co of Nevada Inc | 20,660 | $87.8K | 0.00% | −6,238−23.2% | Reduced |
| GeoWealth Management, LLC | 20,914 | $88.9K | 0.00% | +14+0.1% | Added |
| Breakwater Capital Group | 21,006 | $89.3K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 21,190 | $90.1K | 0.01% | +257+1.2% | Added |
| Centurion Wealth Management LLC | 21,195 | $90.1K | 0.03% | +1,165+5.8% | Added |
| Lifeworks Advisors, LLC | 21,654 | $92.0K | 0.01% | +690+3.3% | Added |
| Personal Cfo Solutions, LLC | 21,666 | $92.1K | 0.02% | −14,029−39.3% | Reduced |
| Baldwin Brothers Inc | 22,191 | $94.3K | 0.01% | +22,191 | New |
| AlphaCore Capital LLC | 22,195 | $94.3K | 0.00% | +22,195 | New |
| Aigen Investment Management, LP | 22,588 | $96.0K | 0.01% | +22,588 | New |
| Oppenheimer & Co Inc | 22,659 | $96.3K | 0.00% | +4,948+27.9% | Added |
| Savvy Advisors, Inc. | 22,809 | $96.9K | 0.01% | +1,464+6.9% | Added |
| Kovitz Investment Group Partners, LLC | 23,095 | $98.2K | 0.00% | +3,464+17.6% | Added |
| Choate Investment Advisors | 23,163 | $98.4K | 0.00% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 24,227 | $100.1K | 0.01% | +9,059+59.7% | Added |
| Transcend Wealth Collective, LLC | 23,647 | $100.5K | 0.01% | +13,595+135.2% | Added |
| Trust Point Inc. | 23,651 | $100.5K | 0.01% | +271+1.2% | Added |
| Rehmann Capital Advisory Group | 23,658 | $100.5K | 0.01% | −15,361−39.4% | Reduced |
| Wealth Alliance | 23,679 | $100.6K | 0.01% | −100,267−80.9% | Reduced |
| Sage Mountain Advisors LLC | 23,683 | $100.7K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 23,733 | $100.9K | 0.02% | −3,724−13.6% | Reduced |
| Boston Private Wealth LLC | 23,801 | $101.2K | 0.01% | +23,801 | New |
| Headlands Technologies LLC | 23,998 | $102.0K | 0.01% | +23,998 | New |
| Scotia Capital Inc. | 24,010 | $102.0K | 0.00% | −205−0.8% | Reduced |
| Cooper Financial Group | 24,082 | $102.3K | 0.01% | +73+0.3% | Added |
| Prosperity Consulting Group, LLC | 24,336 | $103.4K | 0.01% | −43,995−64.4% | Reduced |
| Keynote Financial Services LLC | 24,400 | $103.7K | 0.07% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 24,618 | $104.6K | 0.01% | −96−0.4% | Reduced |
| ProVise Management Group, LLC | 24,762 | $105.2K | 0.01% | +97+0.4% | Added |
| Atria Wealth Solutions, Inc. | 25,637 | $109.0K | 0.00% | −45,175−63.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 25,672 | $109.1K | 0.05% | −1,313−4.9% | Reduced |
| Riversedge Advisors, LLC | 25,680 | $109.1K | 0.02% | +2,433+10.5% | Added |
| Bruce G. Allen Investments, LLC | 25,745 | $109.4K | 0.08% | −118−0.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 25,997 | $110.5K | 0.00% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 26,022 | $110.6K | 0.06% | −1,879−6.7% | Reduced |
| TCG Advisory Services, LLC | 26,090 | $110.9K | 0.00% | +1,075+4.3% | Added |
| Scott Marsh Financial, LLC | 26,243 | $111.5K | 0.04% | +26,243 | New |
| Pensionmark Financial Group, LLC | 26,394 | $112.2K | 0.00% | +1,000+3.9% | Added |