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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 226,307 | $961.8K | 0.04% | +226,307 | New |
| Brinker Capital Investments, LLC | 219,161 | $931.4K | 0.01% | −716,786−76.6% | Reduced |
| Russell Investments Group, Ltd. | 219,002 | $930.8K | 0.00% | +70,158+47.1% | Added |
| Commonwealth Equity Services, LLC | 218,595 | $929.0K | 0.00% | +65,479+42.8% | Added |
| Susquehanna International Group, LLP | 212,921 | $904.9K | 0.00% | +58,363+37.8% | Added |
| Ellevest, Inc. | 211,958 | $900.8K | 0.14% | −21,099−9.1% | Reduced |
| Intrust Bank NA | 209,223 | $889.2K | 0.08% | +18,786+9.9% | Added |
| Papamarkou Wellner Asset Management inc. | 102,850 | $871.0K | 0.58% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 203,173 | $863.5K | 0.01% | +14,205+7.5% | Added |
| Ieq Capital, LLC | 201,855 | $857.9K | 0.01% | +102,898+104.0% | Added |
| Qtron Investments LLC | 201,055 | $854.5K | 0.11% | −228−0.1% | Reduced |
| Edge Wealth Management LLC | 200,000 | $849.0K | 0.16% | 00.0% | Unchanged |
| Invesco Ltd. | 199,276 | $846.9K | 0.00% | +36,349+22.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 198,538 | $843.8K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 196,507 | $835.2K | 0.07% | +41,330+26.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 186,198 | $790.4K | 0.01% | +42,633+29.7% | Added |
| Legacy Wealth Asset Management, LLC | 183,510 | $779.9K | 0.20% | −11,512−5.9% | Reduced |
| Verition Fund Management LLC | 183,296 | $779.0K | 0.00% | +183,296 | New |
| Acadian Asset Management LLC | 182,748 | $775.0K | 0.00% | +15,223+9.1% | Added |
| Forum Financial Management, LP | 181,796 | $772.6K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 169,625 | $720.9K | 0.01% | +8,626+5.4% | Added |
| Advisor Group Holdings, Inc. | 172,709 | $716.9K | 0.00% | +44,047+34.2% | Added |
| Rhumbline Advisers | 167,519 | $712.0K | 0.00% | +1,114+0.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 165,758 | $704.5K | 0.00% | −42,384−20.4% | Reduced |
| Pinnacle Associates Ltd | 164,875 | $700.7K | 0.01% | −260.0% | Reduced |
| Coldstream Capital Management Inc | 161,282 | $685.4K | 0.01% | +131,937+449.6% | Added |
| Kathmere Capital Management, LLC | 160,050 | $680.2K | 0.05% | −3,781−2.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 159,864 | $679.4K | 0.08% | +7,684+5.0% | Added |
| Public Employees Retirement System of Ohio | 155,853 | $662.4K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 150,993 | $641.7K | 0.30% | −5,884−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 146,197 | $621.3K | 0.01% | −3,403−2.3% | Reduced |
| Skopos Labs, Inc. | 142,834 | $607.0K | 0.08% | +57,317+67.0% | Added |
| Syon Capital LLC | 142,350 | $605.0K | 0.04% | +3,259+2.3% | Added |
| CI Private Wealth, LLC | 139,952 | $594.8K | 0.00% | +156+0.1% | Added |
| Sivia Capital Partners, LLC | 139,896 | $594.6K | 0.20% | +62,742+81.3% | Added |
| Aaron Wealth Advisors | 138,818 | $590.0K | 0.06% | −1,099−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 134,097 | $569.9K | 0.01% | +42,282+46.1% | Added |
| Revisor Wealth Management LLC | 134,677 | $560.3K | 0.20% | +122,714+1,025.8% | Added |
| Marino, Stram & Associates LLC | 129,910 | $552.1K | 0.11% | +105,407+430.2% | Added |
| Evergreen Capital Management LLC | 127,778 | $543.1K | 0.02% | +3,038+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 127,565 | $542.0K | 0.00% | +5,012+4.1% | Added |
| SG Americas Securities, LLC | 126,780 | $539.0K | 0.00% | +126,780 | New |
| Dorsey & Whitney Trust CO LLC | 126,331 | $536.9K | 0.03% | +5,971+5.0% | Added |
| Stephens Inc | 125,555 | $533.6K | 0.01% | −36,085−22.3% | Reduced |
| Apollon Wealth Management, LLC | 125,118 | $531.8K | 0.01% | −2,677−2.1% | Reduced |
| Walleye Capital LLC | 124,820 | $530.5K | 0.00% | +124,820 | New |
| United Capital Financial Advisers, LLC | 123,517 | $524.9K | 0.00% | +2,153+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 124,024 | $515.9K | 0.00% | +65,579+112.2% | Added |
| Allspring Global Investments Holdings, LLC | 127,650 | $515.1K | 0.00% | +4,236+3.4% | Added |
| Janney Montgomery Scott LLC | 115,016 | $489.0K | 0.00% | −13,374−10.4% | Reduced |
| Glenmede Investment Management, LP | 112,793 | $479.4K | 0.00% | +112,793 | New |
| Captrust Financial Advisors | 112,764 | $479.2K | 0.00% | +11,814+11.7% | Added |
| BNP Paribas Arbitrage, SA | 110,532 | $469.8K | 0.00% | +22,491+25.5% | Added |
| Bank of Montreal | 108,835 | $462.5K | 0.00% | −409,709−79.0% | Reduced |
| Sanctuary Advisors, LLC | 101,518 | $431.5K | 0.00% | −79,644−44.0% | Reduced |
| Cetera Trust Company, N.A | 99,725 | $423.8K | 0.25% | +2,650+2.7% | Added |
| Aprio Wealth Management, LLC | 97,473 | $414.3K | 0.05% | −12,114−11.1% | Reduced |
| RSM US Wealth Management LLC | 95,440 | $405.6K | 0.01% | +14,029+17.2% | Added |
| Northwestern Mutual Wealth Management Co | 94,999 | $403.7K | 0.00% | −14,797−13.5% | Reduced |
| Jones Financial Companies LLLP | 94,206 | $398.5K | 0.00% | −72,014−43.3% | Reduced |
| Cypress Wealth Services, LLC | 90,810 | $385.9K | 0.07% | +205+0.2% | Added |
| ICONIQ Capital, LLC | 89,307 | $379.6K | 0.01% | +1,805+2.1% | Added |
| Aegis Wealth Management LLC | 98,975 | $378.1K | 0.23% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 88,954 | $378.1K | 0.00% | +88,954 | New |
| National Bank of Canada | 88,653 | $375.9K | 0.00% | +88,653 | New |
| TD Private Client Wealth LLC | 87,708 | $372.8K | 0.01% | +29,467+50.6% | Added |
| Knights of Columbus Asset Advisors LLC | 86,164 | $366.2K | 0.02% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 84,963 | $361.1K | 0.06% | +7,787+10.1% | Added |
| We Are One Seven, LLC | 83,889 | $356.5K | 0.01% | −31,638−27.4% | Reduced |
| Sequoia Financial Advisors, LLC | 81,683 | $347.2K | 0.00% | +6,312+8.4% | Added |
| M&T Bank Corp | 81,502 | $346.4K | 0.00% | +21,557+36.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 81,363 | $345.8K | 0.00% | −91,609−53.0% | Reduced |
| May Hill Capital, LLC | 80,729 | $343.1K | 0.11% | −3,996−4.7% | Reduced |
| Foundations Investment Advisors, LLC | 78,399 | $333.2K | 0.01% | +6,451+9.0% | Added |
| Tranquilli Financial Advisor LLC | 77,967 | $331.4K | 0.21% | +15,056+23.9% | Added |
| Independent Advisor Alliance | 77,248 | $328.3K | 0.01% | +5,284+7.3% | Added |
| Group One Trading, L.P. | 75,761 | $322.0K | 0.01% | +75,761 | New |
| Pitcairn Co | 72,110 | $306.5K | 0.02% | −9,803−12.0% | Reduced |
| EverSource Wealth Advisors, LLC | 71,819 | $305.2K | 0.01% | +40,324+128.0% | Added |
| GAMMA Investing LLC | 71,404 | $303.5K | 0.02% | +13,861+24.1% | Added |
| Engineers Gate Manager LP | 69,784 | $296.6K | 0.00% | +69,784 | New |
| Advisory Services Network, LLC | 68,266 | $288.1K | 0.00% | −18,135−21.0% | Reduced |
| Anchor Investment Management, LLC | 66,000 | $280.5K | 0.02% | −10,000−13.2% | Reduced |
| First Affirmative Financial Network | 65,133 | $276.8K | 0.14% | −1,854−2.8% | Reduced |
| Traub Capital Management LLC | 64,458 | $273.9K | 0.25% | +64,458 | New |
| Alliance Wealth Advisors, LLC | 63,194 | $268.6K | 0.15% | −3,223−4.9% | Reduced |
| Smartleaf Asset Management LLC | 62,019 | $262.3K | 0.02% | −6,979−10.1% | Reduced |
| CIBC Asset Management Inc | 61,517 | $261.4K | 0.00% | +33,600+120.4% | Added |
| Aspen Grove Capital, LLC | 61,420 | $261.0K | 0.04% | +2,400+4.1% | Added |
| TownSquare Capital, LLC | 61,222 | $260.2K | 0.03% | −1,534,910−96.2% | Reduced |
| Fielder Capital Group LLC | 60,993 | $259.2K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 60,214 | $255.9K | 0.01% | +3,342+5.9% | Added |
| PDS Planning, Inc | 59,724 | $253.8K | 0.02% | +2,126+3.7% | Added |
| Beverly Hills Private Wealth, LLC | 59,450 | $252.7K | 0.05% | −4,622−7.2% | Reduced |
| Ascent Group, LLC | 59,235 | $251.7K | 0.01% | +105+0.2% | Added |
| Allworth Financial LP | 59,109 | $251.2K | 0.00% | −4,182−6.6% | Reduced |
| Synovus Financial Corp | 58,936 | $250.5K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 58,865 | $250.2K | 0.02% | +58,865 | New |
| Parallel Advisors, LLC | 58,307 | $247.8K | 0.00% | +2,206+3.9% | Added |
| State Street Corp | 58,094 | $246.9K | 0.00% | 00.0% | Unchanged |