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 |
|---|---|---|---|---|---|
| Fortress Private Ledger, LLC | 57,982 | $246.4K | 0.11% | +19,572+51.0% | Added |
| Cape Investment Advisory, Inc. | 57,211 | $243.1K | 0.09% | +1,832+3.3% | Added |
| Centiva Capital, LP | 57,120 | $242.8K | 0.02% | −119,374−67.6% | Reduced |
| Kestra Advisory Services, LLC | 56,995 | $242.2K | 0.00% | +539+1.0% | Added |
| Bryn Mawr Trust Co | 55,702 | $236.7K | 0.00% | −6,272−10.1% | Reduced |
| Asset Dedication, LLC | 55,453 | $235.7K | 0.02% | +55,453 | New |
| Hantz Financial Services, Inc. | 55,342 | $235.0K | 0.00% | +55,342 | New |
| Five Oceans Advisors | 54,791 | $232.9K | 0.10% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 54,630 | $232.2K | 0.01% | +10,003+22.4% | Added |
| Checchi Capital Advisers, LLC | 54,529 | $231.7K | 0.02% | −10,860−16.6% | Reduced |
| Natural Investments, LLC | 53,922 | $229.0K | 0.06% | +8,081+17.6% | Added |
| Eqis Capital Management, Inc. | 53,311 | $226.6K | 0.02% | −11,255−17.4% | Reduced |
| Toronto Dominion Bank | 53,115 | $226.0K | 0.00% | −910−1.7% | Reduced |
| HighPoint Advisor Group LLC | 51,255 | $217.8K | 0.01% | −650−1.3% | Reduced |
| Perigon Wealth Management, LLC | 50,568 | $214.9K | 0.01% | −10,843−17.7% | Reduced |
| HB Wealth Management, LLC | 50,293 | $213.7K | 0.00% | −8,352−14.2% | Reduced |
| one8zero8, LLC | 50,000 | $212.5K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 49,760 | $211.5K | 0.01% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 49,660 | $211.1K | 0.04% | +5,475+12.4% | Added |
| Brookstone Capital Management | 49,491 | $210.3K | 0.00% | +3,816+8.4% | Added |
| Earnest Partners LLC | 48,837 | $207.6K | 0.00% | +4,594+10.4% | Added |
| West Family Investments, Inc. | 48,075 | $204.3K | 0.05% | +2,685+5.9% | Added |
| Sage Rhino Capital LLC | 47,587 | $202.2K | 0.04% | +792+1.7% | Added |
| Foster Victor Wealth Advisors, LLC | 47,347 | $197.4K | 0.01% | −1,245−2.6% | Reduced |
| Silvercrest Asset Management Group LLC | 46,406 | $197.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 46,392 | $197.0K | 0.00% | −409−0.9% | Reduced |
| Wallace Advisory Group, LLC | 49,435 | $188.8K | 0.14% | +9,020+22.3% | Added |
| Gibbs Wealth Management | 43,594 | $185.3K | 0.04% | −24,494−36.0% | Reduced |
| Savant Capital, LLC | 43,532 | $185.0K | 0.00% | +20,483+88.9% | Added |
| Decatur Capital Management, Inc. | 43,098 | $183.2K | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 43,050 | $183.0K | 0.00% | +2,973+7.4% | Added |
| Arlington Capital Management, Inc. | 42,122 | $179.0K | 0.16% | +42,122 | New |
| Chicago Trust Co NA | 42,000 | $178.5K | 0.03% | +42,000 | New |
| Cromwell Holdings LLC | 41,924 | $178.2K | 0.11% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 41,900 | $178.1K | 0.00% | +41,900 | New |
| Simplex Trading, LLC | 42,016 | $178.0K | 0.00% | +22,939+120.2% | Added |
| SRS Capital Advisors, Inc. | 37,693 | $176.2K | 0.01% | +1,625+4.5% | Added |
| Drive Wealth Management, LLC | 41,065 | $174.5K | 0.04% | +2,599+6.8% | Added |
| Prime Capital Investment Advisors, LLC | 40,204 | $170.9K | 0.00% | −255−0.6% | Reduced |
| BSW Wealth Partners | 39,687 | $168.7K | 0.02% | +703+1.8% | Added |
| Continuum Advisory, LLC | 38,368 | $163.1K | 0.02% | −35,322−47.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 37,932 | $161.2K | 0.10% | −17,347−31.4% | Reduced |
| Merit Financial Group, LLC | 37,284 | $158.5K | 0.00% | +17,710+90.5% | Added |
| Copperleaf Capital, LLC | 37,039 | $157.4K | 0.08% | +4,763+14.8% | Added |
| Lido Advisors, LLC | 36,780 | $156.3K | 0.00% | +1,737+5.0% | Added |
| Keel Point, LLC | 36,313 | $154.3K | 0.01% | +9,284+34.3% | Added |
| Platform Technology Partners | 35,457 | $150.7K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 35,444 | $150.6K | 0.03% | −213−0.6% | Reduced |
| Blue Barn Wealth, LLC | 35,415 | $150.5K | 0.07% | −54,132−60.5% | Reduced |
| Prudent Man Advisors, LLC | 35,402 | $150.5K | 0.05% | +1,076+3.1% | Added |
| Abel Hall, LLC | 35,343 | $150.2K | 0.07% | +3,889+12.4% | Added |
| Addison Advisors LLC | 35,335 | $150.2K | 0.04% | +127+0.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 34,809 | $147.9K | 0.08% | −454−1.3% | Reduced |
| Summit Financial, LLC | 34,371 | $146.1K | 0.00% | +5,805+20.3% | Added |
| IFP Advisors, Inc | 34,122 | $145.0K | 0.00% | −755−2.2% | Reduced |
| HSBC Holdings PLC | 33,431 | $141.7K | 0.00% | −10,908−24.6% | Reduced |
| Prospera Financial Services Inc | 32,128 | $136.5K | 0.00% | −942−2.8% | Reduced |
| CFO4Life Group, LLC | 31,519 | $134.0K | 0.02% | +5,163+19.6% | Added |
| Crumly & Associates Inc. | 30,372 | $129.1K | 0.03% | −5,790−16.0% | Reduced |
| Wedmont Private Capital | 30,277 | $126.3K | 0.01% | +486+1.6% | Added |
| Guggenheim Capital LLC | 28,903 | $122.8K | 0.00% | −891−3.0% | Reduced |
| Buckingham Strategic Partners | 28,884 | $122.6K | 0.00% | +10,211+54.7% | Added |
| Ariadne Wealth Management, LP | 26,381 | $121.8K | 0.06% | +26,381 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 28,590 | $121.5K | 0.00% | −16,800−37.0% | Reduced |
| MAI Capital Management | 28,371 | $120.6K | 0.00% | +16,541+139.8% | Added |
| Concurrent Investment Advisors, LLC | 28,322 | $120.4K | 0.00% | +8,862+45.5% | Added |
| Squarepoint Ops LLC | 28,313 | $120.3K | 0.00% | +17,979+174.0% | Added |
| Sage Investment Counsel LLC | 28,000 | $119.0K | 0.14% | 00.0% | Unchanged |
| PFG Advisors | 27,704 | $117.7K | 0.01% | +14,443+108.9% | Added |
| Keybank National Association | 27,687 | $117.7K | 0.00% | +4,101+17.4% | Added |
| Unique Wealth Strategies, LLC | 27,506 | $116.9K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 27,485 | $116.8K | 0.01% | +17,291+169.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 27,398 | $116.4K | 0.02% | +7,039+34.6% | Added |
| Tower Research Capital LLC (TRC) | 27,083 | $115.1K | 0.00% | −6,689−19.8% | Reduced |
| Summit Trail Advisors, LLC | 26,827 | $114.0K | 0.00% | +26,827 | New |
| Brentview Investment Management LLC | 26,741 | $113.6K | 0.06% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 26,521 | $112.7K | 0.00% | +7,923+42.6% | Added |
| TT Capital Management LLC | 26,502 | $112.6K | 0.09% | −469−1.7% | Reduced |
| Pensionmark Financial Group, LLC | 26,394 | $112.2K | 0.00% | +1,000+3.9% | Added |
| Scott Marsh Financial, LLC | 26,243 | $111.5K | 0.04% | +26,243 | New |
| TCG Advisory Services, LLC | 26,090 | $110.9K | 0.00% | +1,075+4.3% | Added |
| Traveka Wealth, LLC | 26,022 | $110.6K | 0.06% | −1,879−6.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 25,997 | $110.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25,745 | $109.4K | 0.08% | −118−0.5% | Reduced |
| Riversedge Advisors, LLC | 25,680 | $109.1K | 0.02% | +2,433+10.5% | Added |
| Retirement Planning Co of New England, Inc. | 25,672 | $109.1K | 0.05% | −1,313−4.9% | Reduced |
| Atria Wealth Solutions, Inc. | 25,637 | $109.0K | 0.00% | −45,175−63.8% | Reduced |
| ProVise Management Group, LLC | 24,762 | $105.2K | 0.01% | +97+0.4% | Added |
| Octavia Wealth Advisors, LLC | 24,618 | $104.6K | 0.01% | −96−0.4% | Reduced |
| Keynote Financial Services LLC | 24,400 | $103.7K | 0.07% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 24,336 | $103.4K | 0.01% | −43,995−64.4% | Reduced |
| Cooper Financial Group | 24,082 | $102.3K | 0.01% | +73+0.3% | Added |
| Scotia Capital Inc. | 24,010 | $102.0K | 0.00% | −205−0.8% | Reduced |
| Headlands Technologies LLC | 23,998 | $102.0K | 0.01% | +23,998 | New |
| Boston Private Wealth LLC | 23,801 | $101.2K | 0.01% | +23,801 | New |
| Virtue Capital Management, LLC | 23,733 | $100.9K | 0.02% | −3,724−13.6% | Reduced |
| Sage Mountain Advisors LLC | 23,683 | $100.7K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 23,679 | $100.6K | 0.01% | −100,267−80.9% | Reduced |
| Rehmann Capital Advisory Group | 23,658 | $100.5K | 0.01% | −15,361−39.4% | Reduced |
| Trust Point Inc. | 23,651 | $100.5K | 0.01% | +271+1.2% | Added |