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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 427,337 | $1.82M | 0.05% | +427,337 | New |
| NewEdge Wealth, LLC | 429,735 | $1.87M | 0.03% | +8,713+2.1% | Added |
| Vident Advisory, LLC | 461,001 | $1.96M | 0.02% | +25,256+5.8% | Added |
| AMG National Trust Bank | 467,420 | $1.99M | 0.05% | −125,090−21.1% | Reduced |
| Quantbot Technologies LP | 479,674 | $2.04M | 0.05% | +389,255+430.5% | Added |
| Cerity Partners LLC | 481,752 | $2.05M | 0.00% | −209,932−30.4% | Reduced |
| Drucker Wealth 3.0, LLC | 495,273 | $2.07M | 0.40% | −228,864−31.6% | Reduced |
| Pathstone Holdings, LLC | 520,376 | $2.21M | 0.01% | −5,265−1.0% | Reduced |
| Cookson Peirce & Co Inc | 532,595 | $2.26M | 0.10% | +532,595 | New |
| Vestmark Advisory Solutions, Inc. | 547,840 | $2.33M | 0.03% | −298,754−35.3% | Reduced |
| Stifel Financial Corp | 578,691 | $2.46M | 0.00% | −431,005−42.7% | Reduced |
| First Trust Advisors LP | 579,038 | $2.46M | 0.00% | +65,010+12.6% | Added |
| SEI Investments Co | 601,274 | $2.56M | 0.00% | −64,235−9.7% | Reduced |
| CWM Advisors, LLC | 623,241 | $2.65M | 0.29% | +623,241 | New |
| Cubist Systematic Strategies, LLC | 643,082 | $2.73M | 0.03% | +643,082 | New |
| Avantax Advisory Services, Inc. | 670,415 | $2.85M | 0.02% | −48,814−6.8% | Reduced |
| Semmax Financial Advisors Inc. | 645,729 | $2.88M | 0.74% | +4,242+0.7% | Added |
| XTX Topco Ltd | 681,027 | $2.89M | 0.12% | +475,909+232.0% | Added |
| HighTower Advisors, LLC | 684,657 | $2.91M | 0.00% | −30,179−4.2% | Reduced |
| Oppenheimer Asset Management Inc. | 689,459 | $2.93M | 0.03% | −336,906−32.8% | Reduced |
| Eagle Global Advisors LLC | 700,000 | $2.98M | 0.12% | +200,000+40.0% | Added |
| Ameriprise Financial Inc | 726,534 | $3.09M | 0.00% | −85,651−10.5% | Reduced |
| Franklin Resources Inc | 761,551 | $3.24M | 0.00% | −145,486−16.0% | Reduced |
| JustInvest LLC | 774,145 | $3.29M | 0.04% | +71,101+10.1% | Added |
| Henry James International Management, Inc. | 832,564 | $3.54M | 1.16% | −76,700−8.4% | Reduced |
| US Bancorp | 833,483 | $3.54M | 0.00% | +1,960+0.2% | Added |
| Bank of New York Mellon Corp | 848,666 | $3.61M | 0.00% | −143,632−14.5% | Reduced |
| Mariner, LLC | 851,467 | $3.62M | 0.01% | +58,864+7.4% | Added |
| Citigroup Inc | 862,207 | $3.66M | 0.00% | −312,018−26.6% | Reduced |
| Timber Creek Capital Management LLC | 877,275 | $3.80M | 0.97% | −307,165−25.9% | Reduced |
| Colony Group, LLC | 899,504 | $3.82M | 0.01% | +82,010+10.0% | Added |
| Royal Bank of Canada | 928,425 | $3.94M | 0.00% | −198,309−17.6% | Reduced |
| Ritholtz Wealth Management | 932,080 | $3.96M | 0.09% | −254,264−21.4% | Reduced |
| Mercer Global Advisors Inc | 1,058,520 | $4.50M | 0.01% | −276,285−20.7% | Reduced |
| Cetera Investment Advisers | 1,148,280 | $4.88M | 0.01% | +18,542+1.6% | Added |
| Balyasny Asset Management LLC | 1,155,489 | $4.91M | 0.01% | −2,040,168−63.8% | Reduced |
| MML Investors Services, LLC | 1,184,646 | $5.04M | 0.01% | −533,176−31.0% | Reduced |
| AQR Capital Management LLC | 1,207,091 | $5.13M | 0.00% | +943,845+358.5% | Added |
| Logan Capital Management Inc | 1,211,983 | $5.15M | 0.24% | +119,491+10.9% | Added |
| Beck Bode, LLC | 1,236,249 | $5.25M | 0.89% | +1,236,249 | New |
| Ethic Inc. | 1,314,314 | $5.56M | 0.10% | −76,102−5.5% | Reduced |
| Creative Planning | 1,371,706 | $5.83M | 0.00% | +179,903+15.1% | Added |
| JPMorgan Chase & Co | 1,512,313 | $6.43M | 0.00% | +1,111,897+277.7% | Added |
| Natixis Advisors, L.P. | 1,634,323 | $6.95M | 0.01% | +238,430+17.1% | Added |
| Charles Schwab Investment Management Inc | 1,661,204 | $7.06M | 0.00% | +309,670+22.9% | Added |
| Aquatic Capital Management LLC | 1,710,573 | $7.27M | 0.15% | +1,710,573 | New |
| LPL Financial LLC | 1,802,719 | $7.66M | 0.00% | −205,364−10.2% | Reduced |
| Raymond James Financial Inc | 1,839,877 | $7.82M | 0.00% | −2,509,512−57.7% | Reduced |
| Assetmark, Inc | 2,028,677 | $8.62M | 0.02% | +1,207,960+147.2% | Added |
| Bard Financial Services, Inc. | 2,053,105 | $8.73M | 1.04% | −215,700−9.5% | Reduced |
| QRG Capital Management, Inc. | 2,186,886 | $9.29M | 0.08% | −204,099−8.5% | Reduced |
| Jane Street Group, LLC | 2,261,115 | $9.61M | 0.02% | +1,448,691+178.3% | Added |
| Clearbridge Investments, LLC | 2,280,279 | $9.69M | 0.01% | −24,231,445−91.4% | Reduced |
| Point72 Asset Management, L.P. | 2,568,800 | $10.9M | 0.03% | +2,568,800 | New |
| O'Shaughnessy Asset Management, LLC | 2,719,119 | $11.6M | 0.08% | −1,061,664−28.1% | Reduced |
| Janney Capital Management LLC | 3,115,690 | $13.2M | 0.85% | −58,331−1.8% | Reduced |
| CIBC World Markets Inc. | 3,528,241 | $15.0M | 0.03% | −51,862−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 3,618,576 | $15.4M | 0.03% | +1,173,565+48.0% | Added |
| UBS Group AG | 4,296,768 | $18.3M | 0.00% | +3,052,557+245.3% | Added |
| Wells Fargo & Company | 4,321,763 | $18.4M | 0.00% | −2,404,946−35.8% | Reduced |
| Crossmark Global Holdings, Inc. | 4,867,713 | $20.7M | 0.33% | +35,716+0.7% | Added |
| Citadel Advisors LLC | 5,250,393 | $22.3M | 0.02% | +4,950,138+1,648.6% | Added |
| American Century Companies Inc | 6,806,177 | $28.9M | 0.02% | −205,597−2.9% | Reduced |
| First Eagle Investment Management, LLC | 6,816,161 | $29.0M | 0.06% | +612,523+9.9% | Added |
| Millennium Management LLC | 7,506,320 | $31.9M | 0.03% | −692,979−8.5% | Reduced |
| Envestnet Asset Management Inc | 8,549,590 | $36.3M | 0.01% | −1,943,308−18.5% | Reduced |
| Bank of America Corp | 10,264,057 | $43.6M | 0.00% | −2,437,349−19.2% | Reduced |
| BlackRock, Inc. | 10,337,718 | $43.9M | 0.00% | +1,228,883+13.5% | Added |
| Renaissance Technologies LLC | 11,172,800 | $47.5M | 0.06% | +10,155,900+998.7% | Added |
| CIBC Private Wealth Group, LLC | 13,506,967 | $57.4M | 0.10% | +441,684+3.4% | Added |
| Northern Trust Corp | 13,737,771 | $58.4M | 0.01% | −1,749,867−11.3% | Reduced |
| Dimensional Fund Advisors LP | 13,936,369 | $59.2M | 0.01% | −104,567−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 23,094,499 | $98.2M | 0.07% | −10,274,883−30.8% | Reduced |
| Morgan Stanley | 24,644,215 | $104.7M | 0.01% | +4,054,888+19.7% | Added |
| Goldman Sachs Group Inc | 26,748,337 | $113.7M | 0.02% | +2,594,220+10.7% | Added |
| L1 Capital Pty Ltd | 129,076,191 | $135.9M | 8.22% | +129,076,191 | New |
| FMR LLC | 35,104,266 | $149.2M | 0.01% | +3,284,919+10.3% | Added |
| Fisher Asset Management, LLC | 148,828,623 | $632.5M | 0.25% | +16,705,846+12.6% | Added |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −902,437−100.0% | Sold out |
| English Capital Management LLC | 0 | $0 | 0.00% | −629,115−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −256,198−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −244,962−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −220,620−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −132,831−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −114,694−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −79,726−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −75,664−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −55,198−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −60,071−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −42,042−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −40,458−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −37,280−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −31,907−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −30,428−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −30,235−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −24,462−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −24,200−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −23,896−100.0% | Sold out |
| Petros Family Wealth, LLC | 0 | $0 | 0.00% | −23,123−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −18,416−100.0% | Sold out |