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 |
|---|---|---|---|---|---|
| TT Capital Management LLC | 26,502 | $112.6K | 0.09% | −469−1.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 26,521 | $112.7K | 0.00% | +7,923+42.6% | Added |
| Brentview Investment Management LLC | 26,741 | $113.6K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 26,827 | $114.0K | 0.00% | +26,827 | New |
| Tower Research Capital LLC (TRC) | 27,083 | $115.1K | 0.00% | −6,689−19.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 27,398 | $116.4K | 0.02% | +7,039+34.6% | Added |
| Ausdal Financial Partners, Inc. | 27,485 | $116.8K | 0.01% | +17,291+169.6% | Added |
| Unique Wealth Strategies, LLC | 27,506 | $116.9K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 27,687 | $117.7K | 0.00% | +4,101+17.4% | Added |
| PFG Advisors | 27,704 | $117.7K | 0.01% | +14,443+108.9% | Added |
| Sage Investment Counsel LLC | 28,000 | $119.0K | 0.14% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 28,313 | $120.3K | 0.00% | +17,979+174.0% | Added |
| Concurrent Investment Advisors, LLC | 28,322 | $120.4K | 0.00% | +8,862+45.5% | Added |
| MAI Capital Management | 28,371 | $120.6K | 0.00% | +16,541+139.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 28,590 | $121.5K | 0.00% | −16,800−37.0% | Reduced |
| Ariadne Wealth Management, LP | 26,381 | $121.8K | 0.06% | +26,381 | New |
| Buckingham Strategic Partners | 28,884 | $122.6K | 0.00% | +10,211+54.7% | Added |
| Guggenheim Capital LLC | 28,903 | $122.8K | 0.00% | −891−3.0% | Reduced |
| Wedmont Private Capital | 30,277 | $126.3K | 0.01% | +486+1.6% | Added |
| Crumly & Associates Inc. | 30,372 | $129.1K | 0.03% | −5,790−16.0% | Reduced |
| CFO4Life Group, LLC | 31,519 | $134.0K | 0.02% | +5,163+19.6% | Added |
| Prospera Financial Services Inc | 32,128 | $136.5K | 0.00% | −942−2.8% | Reduced |
| HSBC Holdings PLC | 33,431 | $141.7K | 0.00% | −10,908−24.6% | Reduced |
| IFP Advisors, Inc | 34,122 | $145.0K | 0.00% | −755−2.2% | Reduced |
| Summit Financial, LLC | 34,371 | $146.1K | 0.00% | +5,805+20.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 34,809 | $147.9K | 0.08% | −454−1.3% | Reduced |
| Addison Advisors LLC | 35,335 | $150.2K | 0.04% | +127+0.4% | Added |
| Abel Hall, LLC | 35,343 | $150.2K | 0.07% | +3,889+12.4% | Added |
| Prudent Man Advisors, LLC | 35,402 | $150.5K | 0.05% | +1,076+3.1% | Added |
| Blue Barn Wealth, LLC | 35,415 | $150.5K | 0.07% | −54,132−60.5% | Reduced |
| Optas, LLC | 35,444 | $150.6K | 0.03% | −213−0.6% | Reduced |
| Platform Technology Partners | 35,457 | $150.7K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 36,313 | $154.3K | 0.01% | +9,284+34.3% | Added |
| Lido Advisors, LLC | 36,780 | $156.3K | 0.00% | +1,737+5.0% | Added |
| Copperleaf Capital, LLC | 37,039 | $157.4K | 0.08% | +4,763+14.8% | Added |
| Merit Financial Group, LLC | 37,284 | $158.5K | 0.00% | +17,710+90.5% | Added |
| Meriwether Wealth & Planning, LLC | 37,932 | $161.2K | 0.10% | −17,347−31.4% | Reduced |
| Continuum Advisory, LLC | 38,368 | $163.1K | 0.02% | −35,322−47.9% | Reduced |
| BSW Wealth Partners | 39,687 | $168.7K | 0.02% | +703+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 40,204 | $170.9K | 0.00% | −255−0.6% | Reduced |
| Drive Wealth Management, LLC | 41,065 | $174.5K | 0.04% | +2,599+6.8% | Added |
| SRS Capital Advisors, Inc. | 37,693 | $176.2K | 0.01% | +1,625+4.5% | Added |
| Simplex Trading, LLC | 42,016 | $178.0K | 0.00% | +22,939+120.2% | Added |
| EP Wealth Advisors, LLC | 41,900 | $178.1K | 0.00% | +41,900 | New |
| Cromwell Holdings LLC | 41,924 | $178.2K | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 42,000 | $178.5K | 0.03% | +42,000 | New |
| Arlington Capital Management, Inc. | 42,122 | $179.0K | 0.16% | +42,122 | New |
| Change Path, LLC | 43,050 | $183.0K | 0.00% | +2,973+7.4% | Added |
| Decatur Capital Management, Inc. | 43,098 | $183.2K | 0.08% | 00.0% | Unchanged |
| Savant Capital, LLC | 43,532 | $185.0K | 0.00% | +20,483+88.9% | Added |
| Gibbs Wealth Management | 43,594 | $185.3K | 0.04% | −24,494−36.0% | Reduced |
| Wallace Advisory Group, LLC | 49,435 | $188.8K | 0.14% | +9,020+22.3% | Added |
| CWM, LLC | 46,392 | $197.0K | 0.00% | −409−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 46,406 | $197.2K | 0.00% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 47,347 | $197.4K | 0.01% | −1,245−2.6% | Reduced |
| Sage Rhino Capital LLC | 47,587 | $202.2K | 0.04% | +792+1.7% | Added |
| West Family Investments, Inc. | 48,075 | $204.3K | 0.05% | +2,685+5.9% | Added |
| Earnest Partners LLC | 48,837 | $207.6K | 0.00% | +4,594+10.4% | Added |
| Brookstone Capital Management | 49,491 | $210.3K | 0.00% | +3,816+8.4% | Added |
| Wealthstream Advisors, Inc. | 49,660 | $211.1K | 0.04% | +5,475+12.4% | Added |
| Clarius Group, LLC | 49,760 | $211.5K | 0.01% | 00.0% | Unchanged |
| one8zero8, LLC | 50,000 | $212.5K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 50,293 | $213.7K | 0.00% | −8,352−14.2% | Reduced |
| Perigon Wealth Management, LLC | 50,568 | $214.9K | 0.01% | −10,843−17.7% | Reduced |
| HighPoint Advisor Group LLC | 51,255 | $217.8K | 0.01% | −650−1.3% | Reduced |
| Toronto Dominion Bank | 53,115 | $226.0K | 0.00% | −910−1.7% | Reduced |
| Eqis Capital Management, Inc. | 53,311 | $226.6K | 0.02% | −11,255−17.4% | Reduced |
| Natural Investments, LLC | 53,922 | $229.0K | 0.06% | +8,081+17.6% | Added |
| Checchi Capital Advisers, LLC | 54,529 | $231.7K | 0.02% | −10,860−16.6% | Reduced |
| Sagespring Wealth Partners, LLC | 54,630 | $232.2K | 0.01% | +10,003+22.4% | Added |
| Five Oceans Advisors | 54,791 | $232.9K | 0.10% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 55,342 | $235.0K | 0.00% | +55,342 | New |
| Asset Dedication, LLC | 55,453 | $235.7K | 0.02% | +55,453 | New |
| Bryn Mawr Trust Co | 55,702 | $236.7K | 0.00% | −6,272−10.1% | Reduced |
| Kestra Advisory Services, LLC | 56,995 | $242.2K | 0.00% | +539+1.0% | Added |
| Centiva Capital, LP | 57,120 | $242.8K | 0.02% | −119,374−67.6% | Reduced |
| Cape Investment Advisory, Inc. | 57,211 | $243.1K | 0.09% | +1,832+3.3% | Added |
| Fortress Private Ledger, LLC | 57,982 | $246.4K | 0.11% | +19,572+51.0% | Added |
| State Street Corp | 58,094 | $246.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 58,307 | $247.8K | 0.00% | +2,206+3.9% | Added |
| Frank, Rimerman Advisors LLC | 58,865 | $250.2K | 0.02% | +58,865 | New |
| Synovus Financial Corp | 58,936 | $250.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 59,109 | $251.2K | 0.00% | −4,182−6.6% | Reduced |
| Ascent Group, LLC | 59,235 | $251.7K | 0.01% | +105+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 59,450 | $252.7K | 0.05% | −4,622−7.2% | Reduced |
| PDS Planning, Inc | 59,724 | $253.8K | 0.02% | +2,126+3.7% | Added |
| Valeo Financial Advisors, LLC | 60,214 | $255.9K | 0.01% | +3,342+5.9% | Added |
| Fielder Capital Group LLC | 60,993 | $259.2K | 0.07% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 61,222 | $260.2K | 0.03% | −1,534,910−96.2% | Reduced |
| Aspen Grove Capital, LLC | 61,420 | $261.0K | 0.04% | +2,400+4.1% | Added |
| CIBC Asset Management Inc | 61,517 | $261.4K | 0.00% | +33,600+120.4% | Added |
| Smartleaf Asset Management LLC | 62,019 | $262.3K | 0.02% | −6,979−10.1% | Reduced |
| Alliance Wealth Advisors, LLC | 63,194 | $268.6K | 0.15% | −3,223−4.9% | Reduced |
| Traub Capital Management LLC | 64,458 | $273.9K | 0.25% | +64,458 | New |
| First Affirmative Financial Network | 65,133 | $276.8K | 0.14% | −1,854−2.8% | Reduced |
| Anchor Investment Management, LLC | 66,000 | $280.5K | 0.02% | −10,000−13.2% | Reduced |
| Advisory Services Network, LLC | 68,266 | $288.1K | 0.00% | −18,135−21.0% | Reduced |
| Engineers Gate Manager LP | 69,784 | $296.6K | 0.00% | +69,784 | New |
| GAMMA Investing LLC | 71,404 | $303.5K | 0.02% | +13,861+24.1% | Added |
| EverSource Wealth Advisors, LLC | 71,819 | $305.2K | 0.01% | +40,324+128.0% | Added |