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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 23,647 | $100.5K | 0.01% | +13,595+135.2% | Added |
| Jackson Thornton Asset Management, LLC | 24,227 | $100.1K | 0.01% | +9,059+59.7% | Added |
| Choate Investment Advisors | 23,163 | $98.4K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 23,095 | $98.2K | 0.00% | +3,464+17.6% | Added |
| Savvy Advisors, Inc. | 22,809 | $96.9K | 0.01% | +1,464+6.9% | Added |
| Oppenheimer & Co Inc | 22,659 | $96.3K | 0.00% | +4,948+27.9% | Added |
| Aigen Investment Management, LP | 22,588 | $96.0K | 0.01% | +22,588 | New |
| AlphaCore Capital LLC | 22,195 | $94.3K | 0.00% | +22,195 | New |
| Baldwin Brothers Inc | 22,191 | $94.3K | 0.01% | +22,191 | New |
| Personal Cfo Solutions, LLC | 21,666 | $92.1K | 0.02% | −14,029−39.3% | Reduced |
| Lifeworks Advisors, LLC | 21,654 | $92.0K | 0.01% | +690+3.3% | Added |
| Centurion Wealth Management LLC | 21,195 | $90.1K | 0.03% | +1,165+5.8% | Added |
| D'Orazio & Associates, Inc. | 21,190 | $90.1K | 0.01% | +257+1.2% | Added |
| Breakwater Capital Group | 21,006 | $89.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 20,914 | $88.9K | 0.00% | +14+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 20,660 | $87.8K | 0.00% | −6,238−23.2% | Reduced |
| Benjamin Edwards Inc | 20,334 | $86.4K | 0.00% | +20,334 | New |
| Advisors Management Group Inc | 20,148 | $86.0K | 0.02% | −793,424−97.5% | Reduced |
| Park Circle Co | 20,000 | $85.0K | 0.07% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 19,632 | $83.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,168 | $81.5K | 0.00% | +2,816+17.2% | Added |
| Brighton Jones LLC | 18,778 | $79.8K | 0.00% | +2,613+16.2% | Added |
| Lazari Capital Management, Inc. | 18,419 | $78.3K | 0.03% | −5,573−23.2% | Reduced |
| Angeles Wealth Management, LLC | 18,079 | $76.8K | 0.01% | +18,079 | New |
| Seven Mile Advisory | 17,906 | $76.1K | 0.05% | −715−3.8% | Reduced |
| Brio Consultants, LLC | 17,627 | $74.9K | 0.01% | −2,775−13.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,293 | $73.5K | 0.00% | +33+0.2% | Added |
| New Republic Capital, LLC | 17,051 | $72.5K | 0.03% | +1,135+7.1% | Added |
| SBI Securities Co., Ltd. | 16,926 | $71.9K | 0.00% | +1,557+10.1% | Added |
| National Asset Management, Inc. | 16,906 | $71.9K | 0.00% | −3,070−15.4% | Reduced |
| Axxcess Wealth Management, LLC | 16,647 | $70.7K | 0.00% | −41,752−71.5% | Reduced |
| Aptus Capital Advisors, LLC | 16,587 | $70.5K | 0.00% | +1,582+10.5% | Added |
| Capital Asset Advisory Services LLC | 16,647 | $70.4K | 0.00% | +17+0.1% | Added |
| Warren Street Wealth Advisors, LLC | 16,464 | $70.0K | 0.02% | +388+2.4% | Added |
| Impact Capital Partners LLC | 16,415 | $69.8K | 0.02% | +2,127+14.9% | Added |
| International Private Wealth Advisors LLC | 15,988 | $67.9K | 0.06% | +15,988 | New |
| Inspire Advisors, LLC | 15,950 | $67.8K | 0.01% | +15,950 | New |
| MQS Management LLC | 15,859 | $67.4K | 0.04% | −17,234−52.1% | Reduced |
| Xponance, Inc. | 15,690 | $66.7K | 0.00% | +255+1.7% | Added |
| Kestra Private Wealth Services, LLC | 15,660 | $66.6K | 0.00% | −1,093−6.5% | Reduced |
| Epoch Investment Partners, Inc. | 15,485 | $65.8K | 0.00% | −578−3.6% | Reduced |
| D.A. Davidson & Co. | 15,438 | $65.6K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 15,437 | $65.6K | 0.00% | +15,437 | New |
| PFG Investments, LLC | 15,019 | $63.8K | 0.00% | −569−3.7% | Reduced |
| Arkadios Wealth Advisors | 15,005 | $63.8K | 0.00% | +166+1.1% | Added |
| RWM Asset Management, LLC | 14,840 | $63.1K | 0.01% | +14,840 | New |
| Camden Capital, LLC | 14,822 | $63.0K | 0.01% | +1,352+10.0% | Added |
| Blair William & Co | 14,699 | $62.5K | 0.00% | +14,699 | New |
| AlTi Global, Inc. | 14,694 | $62.5K | 0.00% | +14,694 | New |
| Silver Oak Securities, Inc | 14,660 | $62.3K | 0.01% | −105−0.7% | Reduced |
| Moody National Bank Trust Division | 14,405 | $61.2K | 0.01% | +3,161+28.1% | Added |
| Intergy Private Wealth, LLC | 14,214 | $60.4K | 0.02% | −471−3.2% | Reduced |
| Purkiss Capital Advisors LLC | 14,082 | $59.8K | 0.03% | +14,082 | New |
| Root Financial Partners, LLC | 14,039 | $59.7K | 0.01% | +14,039 | New |
| Insigneo Advisory Services, LLC | 13,956 | $59.3K | 0.01% | −15,736−53.0% | Reduced |
| Snowden Capital Advisors LLC | 13,885 | $59.0K | 0.00% | −6,343−31.4% | Reduced |
| Johnson Investment Counsel Inc | 13,872 | $59.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 13,714 | $58.3K | 0.00% | +1,990+17.0% | Added |
| Enterprise Financial Services Corp | 13,700 | $58.2K | 0.03% | +1,642+13.6% | Added |
| Hilltop Holdings Inc. | 13,662 | $58.1K | 0.00% | −15,514−53.2% | Reduced |
| Legacy Financial Group, Inc. | 13,581 | $57.7K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 13,555 | $57.6K | 0.01% | +3,139+30.1% | Added |
| Sunpointe, LLC | 13,188 | $56.0K | 0.02% | +13,188 | New |
| Aletheian Wealth Advisors LLC | 13,040 | $55.4K | 0.03% | −256−1.9% | Reduced |
| Sentinus, LLC | 13,012 | $55.3K | 0.01% | +1,177+9.9% | Added |
| Foster Group, Inc. | 12,966 | $55.1K | 0.00% | +12,966 | New |
| Bank Hapoalim BM | 13,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 12,894 | $54.8K | 0.01% | −90,422−87.5% | Reduced |
| Great Diamond Partners, LLC | 12,845 | $54.6K | 0.01% | −6,042−32.0% | Reduced |
| Mutual Advisors, LLC | 12,540 | $54.2K | 0.00% | −376−2.9% | Reduced |
| Fiduciary Financial Group, LLC | 12,730 | $53.8K | 0.01% | −67−0.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,608 | $53.6K | 0.00% | +1,772+16.4% | Added |
| Colonial Trust Co | 12,000 | $51.0K | 0.01% | 00.0% | Unchanged |
| FMB Wealth Management | 11,812 | $50.2K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 11,785 | $50.1K | 0.00% | +11,785 | New |
| Farther Finance Advisors, LLC | 11,766 | $50.0K | 0.00% | +3,646+44.9% | Added |
| Beacon Pointe Advisors, LLC | 11,695 | $49.7K | 0.00% | +236+2.1% | Added |
| Syverson Strege & Co | 11,421 | $48.5K | 0.01% | +11,421 | New |
| SageView Advisory Group, LLC | 11,511 | $48.3K | 0.00% | +177+1.6% | Added |
| Good Life Advisors, LLC | 11,278 | $47.9K | 0.00% | −6,677−37.2% | Reduced |
| Quantinno Capital Management LP | 11,211 | $47.6K | 0.00% | +11,211 | New |
| Evoke Wealth, LLC | 10,994 | $46.7K | 0.00% | +10,994 | New |
| Capital Performance Advisors LLP | 10,958 | $46.6K | 0.01% | +951+9.5% | Added |
| Holistic Financial Partners | 10,874 | $46.2K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 10,824 | $46.0K | 0.00% | −2,473−18.6% | Reduced |
| Cherrydale Wealth Management, LLC | 10,694 | $45.5K | 0.02% | −1,410−11.6% | Reduced |
| Hoxton Planning & Management, LLC | 10,657 | $45.3K | 0.02% | −30,462−74.1% | Reduced |
| HBK Sorce Advisory LLC | 10,349 | $44.0K | 0.00% | +10,349 | New |
| Zacks Investment Management | 10,343 | $44.0K | 0.00% | +10,343 | New |
| Sowell Financial Services LLC | 10,317 | $43.8K | 0.00% | −1,297−11.2% | Reduced |
| Fifth Third Bancorp | 10,298 | $43.8K | 0.00% | −684−6.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,069 | $42.8K | 0.00% | +10,069 | New |
| Ascent Capital Management, LLC | 10,067 | $42.8K | 0.04% | +10,067 | New |
| Fountainhead AM, LLC | 10,050 | $42.7K | 0.01% | +10,050 | New |
| Shepherd Financial Partners LLC | 10,000 | $42.5K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 10,000 | $42.5K | 0.00% | +10,000 | New |
| Halbert Hargrove Global Advisors, LLC | 9,952 | $42.3K | 0.00% | +9,861+10,836.3% | Added |
| Ameritas Advisory Services, LLC | 8,938 | $38.0K | 0.00% | +8,938 | New |
| Opal Wealth Advisors, LLC | 8,283 | $35.2K | 0.01% | +8,283 | New |
| Parkside Financial Bank & Trust | 7,672 | $32.6K | 0.00% | −872−10.2% | Reduced |