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 |
|---|---|---|---|---|---|
| HM Payson & Co | 7,150 | $30.4K | 0.00% | +3,192+80.6% | Added |
| Walleye Trading LLC | 7,107 | $30.2K | 0.00% | +7,107 | New |
| Salem Investment Counselors Inc | 7,000 | $29.8K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,787 | $28.8K | 0.00% | +6,787 | New |
| Rothschild Investment LLC | 6,227 | $26.5K | 0.00% | +133+2.2% | Added |
| Sierra Ocean, LLC | 5,929 | $25.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,374 | $22.7K | 0.00% | +503+10.3% | Added |
| Investors Research Corp | 5,000 | $21.3K | 0.00% | −7,500−60.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 4,200 | $19.0K | 0.01% | +4,200 | New |
| Bessemer Group Inc | 4,282 | $18.0K | 0.00% | −1,348−23.9% | Reduced |
| JFS Wealth Advisors, LLC | 4,209 | $17.9K | 0.00% | −133−3.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,976 | $16.8K | 0.01% | +3,976 | New |
| First Horizon Advisors, Inc. | 3,582 | $15.2K | 0.00% | −2,423−40.3% | Reduced |
| NBC Securities, Inc. | 3,538 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,428 | $14.6K | 0.00% | +10.0% | Added |
| Concord Wealth Partners | 3,203 | $13.6K | 0.00% | +147+4.8% | Added |
| Westside Investment Management, Inc. | 3,203 | $13.5K | 0.00% | +3,203 | New |
| Princeton Global Asset Management LLC | 3,000 | $12.8K | 0.00% | +3,000 | New |
| Harbor Asset Planning, Inc. | 2,940 | $12.5K | 0.01% | +2,940 | New |
| Whipplewood Advisors, LLC | 2,838 | $12.1K | 0.01% | +2,836+141,800.0% | Added |
| Private Trust Co NA | 2,831 | $12.0K | 0.00% | −4,470−61.2% | Reduced |
| Umb Bank N A | 2,804 | $11.9K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,771 | $11.8K | 0.02% | +2,771 | New |
| Creative Financial Designs Inc | 2,649 | $11.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,461 | $10.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,280 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,345 | $9.97K | 0.00% | +2,345 | New |
| Glen Eagle Advisors, LLC | 2,100 | $8.93K | 0.00% | +100+5.0% | Added |
| Barclays PLC | 2,050 | $8.71K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 1,921 | $8.16K | 0.00% | +1,921 | New |
| Brown Brothers Harriman & Co | 1,613 | $6.86K | 0.00% | +1,613 | New |
| Bell Investment Advisors, Inc | 1,494 | $6.35K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,467 | $6.24K | 0.00% | +1,467 | New |
| Zions Bancorporation, National Association | 1,393 | $5.92K | 0.00% | −126−8.3% | Reduced |
| New England Capital Financial Advisors LLC | 1,319 | $5.61K | 0.00% | +1,319 | New |
| Fortitude Family Office, LLC | 1,296 | $5.51K | 0.00% | −395−23.4% | Reduced |
| Cornerstone Planning Group LLC | 1,256 | $5.44K | 0.00% | −403−24.3% | Reduced |
| Binnacle Investments Inc | 1,279 | $5.44K | 0.00% | +858+203.8% | Added |
| Highline Wealth Partners LLC | 1,194 | $5.08K | 0.00% | +361+43.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $4.91K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,143 | $4.86K | 0.00% | −1,278−52.8% | Reduced |
| Bare Financial Services, Inc | 1,119 | $4.76K | 0.00% | +842+304.0% | Added |
| WealthCollab, LLC | 1,046 | $4.45K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,000 | $4.25K | 0.00% | +1,000 | New |
| Harbour Investments, Inc. | 981 | $4.17K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 849 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 933 | $3.96K | 0.00% | +832+823.8% | Added |
| Bartlett & Co. Wealth Management LLC | 911 | $3.87K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 861 | $3.66K | 0.00% | +861 | New |
| Spire Wealth Management | 800 | $3.40K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 765 | $3.25K | 0.00% | +765 | New |
| UMA Financial Services, Inc. | 746 | $3.17K | 0.00% | +303+68.4% | Added |
| Huntington National Bank | 733 | $3.12K | 0.00% | −2,081−74.0% | Reduced |
| Wealth Preservation Advisors, LLC | 710 | $3.02K | 0.00% | +710 | New |
| Manchester Capital Management LLC | 620 | $2.63K | 0.00% | +620 | New |
| SWAN Capital LLC | 591 | $2.51K | 0.00% | +591 | New |
| TD Capital Management LLC | 542 | $2.30K | 0.00% | +14+2.7% | Added |
| Rossby Financial, LCC | 498 | $2.12K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $2.12K | 0.00% | +500 | New |
| Beaird Harris Wealth Management, LLC | 427 | $1.82K | 0.00% | +427 | New |
| First Command Advisory Services, Inc. | 329 | $1.40K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 310 | $1.32K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 299 | $1.27K | 0.00% | +299 | New |
| Paladin Advisory Group, LLC | 291 | $1.24K | 0.00% | +291 | New |
| GPS Wealth Strategies Group, LLC | 283 | $1.20K | 0.00% | −1,157−80.3% | Reduced |
| CVA Family Office, LLC | 255 | $1.08K | 0.00% | −238−48.3% | Reduced |
| Private Wealth Asset Management, LLC | 253 | $1.07K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 223 | $948 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 207 | $880 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 215 | $866 | 0.00% | +215 | New |
| Sound Income Strategies, LLC | 161 | $684 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 142 | $604 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 140 | $595 | 0.00% | −16−10.3% | Reduced |
| Stephens Consulting, LLC | 98 | $417 | 0.00% | +98 | New |
| High Note Wealth, LLC | 64 | $272 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 206 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |