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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 106 | $481 | 0.00% | +106 | New |
| Abound Wealth Management | 140 | $636 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 142 | $645 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $718 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 183 | $831 | 0.00% | +183 | New |
| Central Trust Co | 194 | $881 | 0.00% | +194 | New |
| Palisade Asset Management, LLC | 205 | $931 | 0.00% | +205 | New |
| Millstone Evans Group, LLC | 207 | $940 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 212 | $963 | 0.00% | +212 | New |
| Hemington Wealth Management | 342 | $1.00K | 0.00% | +342 | New |
| WPG Advisers, LLC | 223 | $1.01K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 237 | $1.08K | 0.00% | −13,477−98.3% | Reduced |
| Private Wealth Asset Management, LLC | 253 | $1.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $1.16K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 283 | $1.28K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 310 | $1.41K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 329 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 363 | $1.65K | 0.00% | +363 | New |
| Montag A & Associates Inc | 394 | $1.79K | 0.00% | +394 | New |
| Strategic Advocates LLC | 425 | $1.93K | 0.00% | +425 | New |
| Rossby Financial, LCC | 498 | $2.25K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $2.26K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 521 | $2.37K | 0.00% | +521 | New |
| TD Capital Management LLC | 550 | $2.50K | 0.00% | +8+1.5% | Added |
| Beaird Harris Wealth Management, LLC | 586 | $2.66K | 0.00% | +159+37.2% | Added |
| Manchester Capital Management LLC | 620 | $2.81K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 654 | $2.97K | 0.00% | +654 | New |
| Centerpoint Advisors, LLC | 557 | $3.00K | 0.00% | +557 | New |
| Ameritas Advisory Services, LLC | 665 | $3.02K | 0.00% | −8,273−92.6% | Reduced |
| Wealth Preservation Advisors, LLC | 710 | $3.22K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 734 | $3.33K | 0.00% | +734 | New |
| UMA Financial Services, Inc. | 746 | $3.39K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 765 | $3.47K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 800 | $3.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 824 | $3.74K | 0.00% | +525+175.6% | Added |
| Golden State Wealth Management, LLC | 861 | $3.91K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 849 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 911 | $4.14K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 939 | $4.26K | 0.00% | +206+28.1% | Added |
| Tower Research Capital LLC (TRC) | 956 | $4.34K | 0.00% | −26,127−96.5% | Reduced |
| Kozak & Associates, Inc. | 951 | $4.47K | 0.00% | +951 | New |
| Hilltop National Bank | 1,000 | $4.54K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,046 | $4.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,056 | $4.79K | 0.00% | +1,056 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $5.25K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,244 | $5.65K | 0.00% | +1,244 | New |
| Fortitude Family Office, LLC | 1,296 | $5.88K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,319 | $5.99K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,393 | $6.32K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,457 | $6.62K | 0.00% | −54,245−97.4% | Reduced |
| Walleye Trading LLC | 1,492 | $6.77K | 0.00% | −5,615−79.0% | Reduced |
| Bell Investment Advisors, Inc | 1,494 | $6.78K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,541 | $7.00K | 0.00% | +422+37.7% | Added |
| Retirement Wealth Solutions LLC | 1,571 | $7.13K | 0.00% | +1,571 | New |
| Proffitt & Goodson Inc | 1,763 | $8.01K | 0.00% | +1,763 | New |
| Essential Partners LLC | 1,836 | $8.34K | 0.00% | +1,836 | New |
| Binnacle Investments Inc | 1,939 | $8.80K | 0.01% | +660+51.6% | Added |
| Guerra Advisors Inc | 1,998 | $9.07K | 0.00% | +1,998 | New |
| Cornerstone Planning Group LLC | 1,951 | $9.13K | 0.00% | +695+55.3% | Added |
| NBC Securities, Inc. | 2,038 | $9.25K | 0.00% | −1,500−42.4% | Reduced |
| Barclays PLC | 2,050 | $9.31K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,100 | $9.53K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,280 | $10.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,262 | $10.3K | 0.00% | +1,068+89.4% | Added |
| Pinnacle Bancorp, Inc. | 2,345 | $10.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,461 | $11.2K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,771 | $12.6K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,786 | $12.6K | 0.00% | +137+5.2% | Added |
| Umb Bank N A | 2,804 | $12.7K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 2,940 | $13.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,000 | $13.6K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,301 | $15.0K | 0.00% | +3,301 | New |
| Mather Group, LLC. | 3,375 | $15.3K | 0.00% | +3,375 | New |
| Brown, Lisle/Cummings, Inc. | 3,428 | $15.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,816 | $17.3K | 0.00% | +2,203+136.6% | Added |
| Fairscale Capital, LLC | 3,976 | $18.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,209 | $19.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,335 | $19.7K | 0.00% | +3,354+341.9% | Added |
| Investors Research Corp | 5,000 | $22.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,184 | $23.5K | 0.00% | +4,041+353.5% | Added |
| True Wealth Design, LLC | 5,565 | $25.3K | 0.01% | +5,565 | New |
| Fifth Third Bancorp | 5,702 | $25.9K | 0.00% | −4,596−44.6% | Reduced |
| Salomon & Ludwin, LLC | 5,959 | $27.4K | 0.00% | +5,744+2,671.6% | Added |
| Private Trust Co NA | 6,092 | $27.7K | 0.00% | +3,261+115.2% | Added |
| Westside Investment Management, Inc. | 6,406 | $29.0K | 0.00% | +3,203+100.0% | Added |
| Salem Investment Counselors Inc | 7,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 7,150 | $32.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7,203 | $32.7K | 0.00% | +4,000+124.9% | Added |
| Parkside Financial Bank & Trust | 7,398 | $33.6K | 0.00% | −274−3.6% | Reduced |
| Asset Dedication, LLC | 7,421 | $33.7K | 0.00% | −48,032−86.6% | Reduced |
| TD Waterhouse Canada Inc. | 7,988 | $36.0K | 0.00% | +2,614+48.6% | Added |
| Bessemer Group Inc | 9,654 | $44.0K | 0.00% | +5,372+125.5% | Added |
| Pekin Hardy Strauss, Inc. | 10,000 | $45.4K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $45.4K | 0.00% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 10,049 | $45.6K | 0.00% | +10,049 | New |
| Adviser Investments LLC | 10,070 | $45.7K | 0.00% | +10,070 | New |
| Halbert Hargrove Global Advisors, LLC | 10,096 | $45.8K | 0.00% | +144+1.4% | Added |
| Mutual Advisors, LLC | 10,101 | $45.9K | 0.00% | −2,439−19.4% | Reduced |
| Baron Wealth Management LLC | 10,132 | $46.0K | 0.02% | +10,132 | New |