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, Q3 2025
Institutional positions in Lloyds Banking Group plc as of Sep 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
- 480
- +9 vs. Q2 2025
- Shares held
- 528.6M
- −73.0M (−12.1%) vs. Q2 2025
- Total value
- $2.40B
- +$255.2M (+11.9%) vs. Q2 2025
- New holders
- 53
- 193 more added
- Sold out
- 44
- 146 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 149,958,264 | $680.8M | 0.25% | +1,129,641+0.8% | Added |
| Mondrian Investment Partners LTD | 62,776,150 | $285.0M | 4.76% | +62,776,150 | New |
| FMR LLC | 39,044,405 | $177.3M | 0.01% | +3,940,139+11.2% | Added |
| Morgan Stanley | 25,462,826 | $115.6M | 0.01% | +818,611+3.3% | Added |
| Goldman Sachs Group Inc | 25,433,537 | $115.5M | 0.02% | −1,314,800−4.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,623,723 | $98.2M | 0.06% | −1,470,776−6.4% | Reduced |
| Northern Trust Corp | 14,279,272 | $64.8M | 0.01% | +541,501+3.9% | Added |
| CIBC Private Wealth Group, LLC | 14,129,519 | $64.1M | 0.11% | +622,552+4.6% | Added |
| Dimensional Fund Advisors LP | 13,447,663 | $61.1M | 0.01% | −488,706−3.5% | Reduced |
| BlackRock, Inc. | 11,233,928 | $51.0M | 0.00% | +896,210+8.7% | Added |
| Bank of America Corp | 9,882,890 | $44.9M | 0.00% | −381,167−3.7% | Reduced |
| Millennium Management LLC | 8,815,679 | $40.0M | 0.03% | +1,309,359+17.4% | Added |
| Envestnet Asset Management Inc | 8,405,129 | $38.2M | 0.01% | −144,461−1.7% | Reduced |
| American Century Companies Inc | 8,112,276 | $36.8M | 0.02% | +1,306,099+19.2% | Added |
| UBS Group AG | 6,614,695 | $30.0M | 0.01% | +2,317,927+53.9% | Added |
| First Eagle Investment Management, LLC | 6,328,253 | $28.7M | 0.05% | −487,908−7.2% | Reduced |
| Renaissance Technologies LLC | 5,170,000 | $23.5M | 0.03% | −6,002,800−53.7% | Reduced |
| Crossmark Global Holdings, Inc. | 5,079,633 | $23.1M | 0.35% | +211,920+4.4% | Added |
| Wells Fargo & Company | 4,275,848 | $19.4M | 0.00% | −45,915−1.1% | Reduced |
| CIBC World Markets Inc. | 3,466,328 | $15.7M | 0.03% | −61,913−1.8% | Reduced |
| Janney Capital Management LLC | 3,067,364 | $13.9M | 0.87% | −48,326−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,858,498 | $13.0M | 0.08% | +139,379+5.1% | Added |
| Assetmark, Inc | 2,755,888 | $12.5M | 0.03% | +727,211+35.8% | Added |
| Raymond James Financial Inc | 2,280,018 | $10.4M | 0.00% | +440,141+23.9% | Added |
| JPMorgan Chase & Co | 2,134,374 | $9.69M | 0.00% | +622,061+41.1% | Added |
| Clearbridge Investments, LLC | 2,082,346 | $9.45M | 0.01% | −197,933−8.7% | Reduced |
| LPL Financial LLC | 1,983,003 | $9.00M | 0.00% | +180,284+10.0% | Added |
| Charles Schwab Investment Management Inc | 1,982,110 | $9.00M | 0.00% | +320,906+19.3% | Added |
| Cetera Investment Advisers | 1,850,274 | $8.40M | 0.01% | +701,994+61.1% | Added |
| AQR Capital Management LLC | 1,755,101 | $7.97M | 0.01% | +548,010+45.4% | Added |
| Bard Financial Services, Inc. | 1,649,635 | $7.49M | 0.82% | −403,470−19.7% | Reduced |
| Natixis Advisors, L.P. | 1,628,465 | $7.39M | 0.01% | −5,858−0.4% | Reduced |
| Creative Planning | 1,455,312 | $6.61M | 0.01% | +83,606+6.1% | Added |
| Aquatic Capital Management LLC | 1,452,856 | $6.60M | 0.12% | −257,717−15.1% | Reduced |
| Ethic Inc. | 1,422,913 | $6.46M | 0.11% | +108,599+8.3% | Added |
| QRG Capital Management, Inc. | 1,337,732 | $6.07M | 0.07% | −849,154−38.8% | Reduced |
| Beck Bode, LLC | 1,267,187 | $5.75M | 0.93% | +30,938+2.5% | Added |
| Logan Capital Management Inc | 1,145,931 | $5.20M | 0.22% | −66,052−5.4% | Reduced |
| MML Investors Services, LLC | 1,109,413 | $5.04M | 0.01% | −75,233−6.4% | Reduced |
| Citadel Advisors LLC | 1,071,435 | $4.86M | 0.00% | −4,178,958−79.6% | Reduced |
| BNP Paribas Arbitrage, SA | 1,050,939 | $4.77M | 0.00% | +940,407+850.8% | Added |
| US Bancorp | 1,047,365 | $4.76M | 0.01% | +213,882+25.7% | Added |
| Mercer Global Advisors Inc | 1,018,701 | $4.62M | 0.01% | −39,819−3.8% | Reduced |
| Royal Bank of Canada | 991,343 | $4.50M | 0.00% | +62,918+6.8% | Added |
| Ritholtz Wealth Management | 969,551 | $4.40M | 0.09% | +37,471+4.0% | Added |
| Jane Street Group, LLC | 962,070 | $4.37M | 0.01% | −1,299,045−57.5% | Reduced |
| Colony Group, LLC | 937,414 | $4.26M | 0.01% | +37,910+4.2% | Added |
| Eagle Global Advisors LLC | 930,000 | $4.22M | 0.16% | +230,000+32.9% | Added |
| Rockefeller Capital Management L.P. | 914,133 | $4.15M | 0.01% | −2,704,443−74.7% | Reduced |
| Mariner, LLC | 891,508 | $4.05M | 0.01% | +40,041+4.7% | Added |
| Timber Creek Capital Management LLC | 872,420 | $3.96M | 0.96% | −4,855−0.6% | Reduced |
| Bank of New York Mellon Corp | 867,098 | $3.94M | 0.00% | +18,432+2.2% | Added |
| Citigroup Inc | 861,313 | $3.91M | 0.00% | −894−0.1% | Reduced |
| Henry James International Management, Inc. | 832,328 | $3.78M | 1.16% | −2360.0% | Reduced |
| JustInvest LLC | 822,758 | $3.74M | 0.04% | +48,613+6.3% | Added |
| HighTower Advisors, LLC | 755,405 | $3.43M | 0.00% | +70,748+10.3% | Added |
| Ameriprise Financial Inc | 741,774 | $3.37M | 0.00% | +15,240+2.1% | Added |
| Oppenheimer Asset Management Inc. | 724,853 | $3.29M | 0.04% | +35,394+5.1% | Added |
| SEI Investments Co | 634,169 | $2.88M | 0.00% | +32,895+5.5% | Added |
| CWM Advisors, LLC | 628,308 | $2.85M | 0.28% | +5,067+0.8% | Added |
| Stifel Financial Corp | 591,799 | $2.69M | 0.00% | +13,108+2.3% | Added |
| Cubist Systematic Strategies, LLC | 578,264 | $2.63M | 0.04% | −64,818−10.1% | Reduced |
| Symmetry Investments LP | 574,105 | $2.61M | 0.21% | +184,205+47.2% | Added |
| Cookson Peirce & Co Inc | 543,678 | $2.47M | 0.10% | +11,083+2.1% | Added |
| Pathstone Holdings, LLC | 540,476 | $2.45M | 0.01% | +20,100+3.9% | Added |
| NewEdge Wealth, LLC | 513,327 | $2.42M | 0.03% | +83,592+19.5% | Added |
| Abc Arbitrage SA | 497,704 | $2.26M | 0.22% | +100,258+25.2% | Added |
| First Trust Advisors LP | 496,840 | $2.26M | 0.00% | −82,198−14.2% | Reduced |
| Cerity Partners LLC | 490,378 | $2.23M | 0.00% | +8,626+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 465,187 | $2.11M | 0.04% | −82,653−15.1% | Reduced |
| Vident Advisory, LLC | 463,722 | $2.11M | 0.02% | +2,721+0.6% | Added |
| AMG National Trust Bank | 455,939 | $2.07M | 0.05% | −11,481−2.5% | Reduced |
| CAPROCK Group, Inc. | 428,945 | $1.88M | 0.05% | +428,945 | New |
| Global Retirement Partners, LLC | 408,812 | $1.86M | 0.04% | −18,525−4.3% | Reduced |
| HF Advisory Group, LLC | 401,704 | $1.82M | 0.67% | +17,337+4.5% | Added |
| SRS Capital Advisors, Inc. | 399,709 | $1.81M | 0.03% | +362,016+960.4% | Added |
| Naviter Wealth, LLC | 390,555 | $1.77M | 0.21% | +11,544+3.0% | Added |
| Twin City Private Wealth, LLC | 388,793 | $1.77M | 1.38% | +2,693+0.7% | Added |
| Lockheed Martin Investment Management Co | 388,170 | $1.76M | 0.06% | −31,890−7.6% | Reduced |
| Neuberger Berman Group LLC | 378,366 | $1.72M | 0.00% | +1,454+0.4% | Added |
| Atomi Financial Group, Inc. | 370,402 | $1.68M | 0.05% | +21,378+6.1% | Added |
| The PNC Financial Services Group, Inc. | 339,121 | $1.54M | 0.00% | +98,650+41.0% | Added |
| Quadrant Capital Group LLC | 336,133 | $1.53M | 0.05% | +208+0.1% | Added |
| Park Avenue Securities LLC | 327,340 | $1.49M | 0.01% | −28,514−8.0% | Reduced |
| Principal Securities, Inc. | 320,424 | $1.45M | 0.02% | +13,587+4.4% | Added |
| Signaturefd, LLC | 312,492 | $1.42M | 0.02% | +1,611+0.5% | Added |
| Coldstream Capital Management Inc | 307,789 | $1.40M | 0.02% | +146,507+90.8% | Added |
| Advisors Preferred, LLC | 306,562 | $1.39M | 0.20% | +306,562 | New |
| Truist Financial Corp | 292,472 | $1.33M | 0.00% | +13,157+4.7% | Added |
| Koss-Olinger Consulting, LLC | 303,742 | $1.29M | 0.11% | −305−0.1% | Reduced |
| Atria Investments LLC | 266,278 | $1.21M | 0.01% | +28,490+12.0% | Added |
| Russell Investments Group, Ltd. | 264,920 | $1.20M | 0.00% | +45,918+21.0% | Added |
| Private Advisor Group, LLC | 257,270 | $1.17M | 0.01% | +11,754+4.8% | Added |
| Voya Financial Advisors, Inc. | 253,648 | $1.14M | 0.11% | +12,763+5.3% | Added |
| Invesco Ltd. | 245,008 | $1.11M | 0.00% | +45,732+22.9% | Added |
| Ieq Capital, LLC | 241,022 | $1.09M | 0.00% | +39,167+19.4% | Added |
| Wetherby Asset Management Inc | 236,104 | $1.07M | 0.04% | +9,797+4.3% | Added |
| Hantz Financial Services, Inc. | 227,764 | $1.03M | 0.02% | +172,422+311.6% | Added |
| Qtron Investments LLC | 227,119 | $1.03M | 0.13% | +26,064+13.0% | Added |
| Bank of Montreal | 222,098 | $1.01M | 0.00% | +113,263+104.1% | Added |