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 |
|---|---|---|---|---|---|
| Pitcairn Co | 72,110 | $306.5K | 0.02% | −9,803−12.0% | Reduced |
| Group One Trading, L.P. | 75,761 | $322.0K | 0.01% | +75,761 | New |
| Independent Advisor Alliance | 77,248 | $328.3K | 0.01% | +5,284+7.3% | Added |
| Tranquilli Financial Advisor LLC | 77,967 | $331.4K | 0.21% | +15,056+23.9% | Added |
| Foundations Investment Advisors, LLC | 78,399 | $333.2K | 0.01% | +6,451+9.0% | Added |
| May Hill Capital, LLC | 80,729 | $343.1K | 0.11% | −3,996−4.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 81,363 | $345.8K | 0.00% | −91,609−53.0% | Reduced |
| M&T Bank Corp | 81,502 | $346.4K | 0.00% | +21,557+36.0% | Added |
| Sequoia Financial Advisors, LLC | 81,683 | $347.2K | 0.00% | +6,312+8.4% | Added |
| We Are One Seven, LLC | 83,889 | $356.5K | 0.01% | −31,638−27.4% | Reduced |
| Eagle Rock Investment Company, LLC | 84,963 | $361.1K | 0.06% | +7,787+10.1% | Added |
| Knights of Columbus Asset Advisors LLC | 86,164 | $366.2K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 87,708 | $372.8K | 0.01% | +29,467+50.6% | Added |
| National Bank of Canada | 88,653 | $375.9K | 0.00% | +88,653 | New |
| Tudor Investment Corp Et Al | 88,954 | $378.1K | 0.00% | +88,954 | New |
| Aegis Wealth Management LLC | 98,975 | $378.1K | 0.23% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 89,307 | $379.6K | 0.01% | +1,805+2.1% | Added |
| Cypress Wealth Services, LLC | 90,810 | $385.9K | 0.07% | +205+0.2% | Added |
| Jones Financial Companies LLLP | 94,206 | $398.5K | 0.00% | −72,014−43.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 94,999 | $403.7K | 0.00% | −14,797−13.5% | Reduced |
| RSM US Wealth Management LLC | 95,440 | $405.6K | 0.01% | +14,029+17.2% | Added |
| Aprio Wealth Management, LLC | 97,473 | $414.3K | 0.05% | −12,114−11.1% | Reduced |
| Cetera Trust Company, N.A | 99,725 | $423.8K | 0.25% | +2,650+2.7% | Added |
| Sanctuary Advisors, LLC | 101,518 | $431.5K | 0.00% | −79,644−44.0% | Reduced |
| Bank of Montreal | 108,835 | $462.5K | 0.00% | −409,709−79.0% | Reduced |
| BNP Paribas Arbitrage, SA | 110,532 | $469.8K | 0.00% | +22,491+25.5% | Added |
| Captrust Financial Advisors | 112,764 | $479.2K | 0.00% | +11,814+11.7% | Added |
| Glenmede Investment Management, LP | 112,793 | $479.4K | 0.00% | +112,793 | New |
| Janney Montgomery Scott LLC | 115,016 | $489.0K | 0.00% | −13,374−10.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 127,650 | $515.1K | 0.00% | +4,236+3.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 124,024 | $515.9K | 0.00% | +65,579+112.2% | Added |
| United Capital Financial Advisers, LLC | 123,517 | $524.9K | 0.00% | +2,153+1.8% | Added |
| Walleye Capital LLC | 124,820 | $530.5K | 0.00% | +124,820 | New |
| Apollon Wealth Management, LLC | 125,118 | $531.8K | 0.01% | −2,677−2.1% | Reduced |
| Stephens Inc | 125,555 | $533.6K | 0.01% | −36,085−22.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 126,331 | $536.9K | 0.03% | +5,971+5.0% | Added |
| SG Americas Securities, LLC | 126,780 | $539.0K | 0.00% | +126,780 | New |
| Cambridge Investment Research Advisors, Inc. | 127,565 | $542.0K | 0.00% | +5,012+4.1% | Added |
| Evergreen Capital Management LLC | 127,778 | $543.1K | 0.02% | +3,038+2.4% | Added |
| Marino, Stram & Associates LLC | 129,910 | $552.1K | 0.11% | +105,407+430.2% | Added |
| Revisor Wealth Management LLC | 134,677 | $560.3K | 0.20% | +122,714+1,025.8% | Added |
| Integrated Wealth Concepts LLC | 134,097 | $569.9K | 0.01% | +42,282+46.1% | Added |
| Aaron Wealth Advisors | 138,818 | $590.0K | 0.06% | −1,099−0.8% | Reduced |
| Sivia Capital Partners, LLC | 139,896 | $594.6K | 0.20% | +62,742+81.3% | Added |
| CI Private Wealth, LLC | 139,952 | $594.8K | 0.00% | +156+0.1% | Added |
| Syon Capital LLC | 142,350 | $605.0K | 0.04% | +3,259+2.3% | Added |
| Skopos Labs, Inc. | 142,834 | $607.0K | 0.08% | +57,317+67.0% | Added |
| Ronald Blue Trust, Inc. | 146,197 | $621.3K | 0.01% | −3,403−2.3% | Reduced |
| Gallacher Capital Management LLC | 150,993 | $641.7K | 0.30% | −5,884−3.8% | Reduced |
| Public Employees Retirement System of Ohio | 155,853 | $662.4K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 159,864 | $679.4K | 0.08% | +7,684+5.0% | Added |
| Kathmere Capital Management, LLC | 160,050 | $680.2K | 0.05% | −3,781−2.3% | Reduced |
| Coldstream Capital Management Inc | 161,282 | $685.4K | 0.01% | +131,937+449.6% | Added |
| Pinnacle Associates Ltd | 164,875 | $700.7K | 0.01% | −260.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 165,758 | $704.5K | 0.00% | −42,384−20.4% | Reduced |
| Rhumbline Advisers | 167,519 | $712.0K | 0.00% | +1,114+0.7% | Added |
| Advisor Group Holdings, Inc. | 172,709 | $716.9K | 0.00% | +44,047+34.2% | Added |
| Ballentine Partners, LLC | 169,625 | $720.9K | 0.01% | +8,626+5.4% | Added |
| Forum Financial Management, LP | 181,796 | $772.6K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 182,748 | $775.0K | 0.00% | +15,223+9.1% | Added |
| Verition Fund Management LLC | 183,296 | $779.0K | 0.00% | +183,296 | New |
| Legacy Wealth Asset Management, LLC | 183,510 | $779.9K | 0.20% | −11,512−5.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 186,198 | $790.4K | 0.01% | +42,633+29.7% | Added |
| Mount Yale Investment Advisors, LLC | 196,507 | $835.2K | 0.07% | +41,330+26.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 198,538 | $843.8K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 199,276 | $846.9K | 0.00% | +36,349+22.3% | Added |
| Edge Wealth Management LLC | 200,000 | $849.0K | 0.16% | 00.0% | Unchanged |
| Qtron Investments LLC | 201,055 | $854.5K | 0.11% | −228−0.1% | Reduced |
| Ieq Capital, LLC | 201,855 | $857.9K | 0.01% | +102,898+104.0% | Added |
| Yousif Capital Management, LLC | 203,173 | $863.5K | 0.01% | +14,205+7.5% | Added |
| Papamarkou Wellner Asset Management inc. | 102,850 | $871.0K | 0.58% | 00.0% | Unchanged |
| Intrust Bank NA | 209,223 | $889.2K | 0.08% | +18,786+9.9% | Added |
| Ellevest, Inc. | 211,958 | $900.8K | 0.14% | −21,099−9.1% | Reduced |
| Susquehanna International Group, LLP | 212,921 | $904.9K | 0.00% | +58,363+37.8% | Added |
| Commonwealth Equity Services, LLC | 218,595 | $929.0K | 0.00% | +65,479+42.8% | Added |
| Russell Investments Group, Ltd. | 219,002 | $930.8K | 0.00% | +70,158+47.1% | Added |
| Brinker Capital Investments, LLC | 219,161 | $931.4K | 0.01% | −716,786−76.6% | Reduced |
| Wetherby Asset Management Inc | 226,307 | $961.8K | 0.04% | +226,307 | New |
| Atria Investments LLC | 237,788 | $1.01M | 0.01% | −55,749−19.0% | Reduced |
| Voya Financial Advisors, Inc. | 240,885 | $1.02M | 0.10% | +15,520+6.9% | Added |
| The PNC Financial Services Group, Inc. | 240,471 | $1.02M | 0.00% | +46,781+24.2% | Added |
| Private Advisor Group, LLC | 245,516 | $1.04M | 0.01% | −9,439−3.7% | Reduced |
| RMB Capital Management, LLC | 252,000 | $1.07M | 0.02% | −37,766−13.0% | Reduced |
| Callan Family Office, LLC | 254,052 | $1.08M | 0.03% | +183,095+258.0% | Added |
| Truist Financial Corp | 279,315 | $1.19M | 0.00% | −190,996−40.6% | Reduced |
| Koss-Olinger Consulting, LLC | 304,047 | $1.29M | 0.11% | −3,301−1.1% | Reduced |
| Principal Securities, Inc. | 306,837 | $1.30M | 0.02% | +18,064+6.3% | Added |
| Signaturefd, LLC | 310,881 | $1.32M | 0.02% | +2,318+0.8% | Added |
| Quadrant Capital Group LLC | 335,925 | $1.43M | 0.05% | −144,562−30.1% | Reduced |
| Marshall Wace, LLP | 341,760 | $1.45M | 0.00% | −305,652−47.2% | Reduced |
| Atomi Financial Group, Inc. | 349,024 | $1.48M | 0.06% | +169,346+94.2% | Added |
| Park Avenue Securities LLC | 355,854 | $1.51M | 0.01% | −122,481−25.6% | Reduced |
| Neuberger Berman Group LLC | 376,912 | $1.60M | 0.00% | −75,147−16.6% | Reduced |
| Naviter Wealth, LLC | 379,011 | $1.61M | 0.20% | +18,993+5.3% | Added |
| HF Advisory Group, LLC | 384,367 | $1.63M | 0.65% | +29,621+8.3% | Added |
| Twin City Private Wealth, LLC | 386,100 | $1.64M | 1.34% | +118,105+44.1% | Added |
| Two Sigma Securities, LLC | 386,581 | $1.64M | 0.20% | +386,581 | New |
| Symmetry Investments LP | 389,900 | $1.66M | 0.14% | +389,900 | New |
| Abc Arbitrage SA | 397,446 | $1.69M | 0.19% | +397,446 | New |
| Lockheed Martin Investment Management Co | 420,060 | $1.79M | 0.07% | 00.0% | Unchanged |