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 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 10,204 | $46.3K | 0.02% | −3,496−25.5% | Reduced |
| Ascent Capital Management, LLC | 10,329 | $46.9K | 0.04% | +262+2.6% | Added |
| PharVision Advisers, LLC | 10,340 | $46.9K | 0.03% | +10,340 | New |
| V-Square Quantitative Management LLC | 10,461 | $47.5K | 0.01% | +3,674+54.1% | Added |
| Symmetry Partners, LLC | 10,589 | $48.1K | 0.01% | +10,589 | New |
| Hoxton Planning & Management, LLC | 10,657 | $48.4K | 0.02% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 10,694 | $48.6K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 10,824 | $49.1K | 0.00% | 00.0% | Unchanged |
| Holistic Financial Partners | 10,874 | $49.4K | 0.02% | 00.0% | Unchanged |
| Foster Group, Inc. | 11,039 | $50.1K | 0.00% | −1,927−14.9% | Reduced |
| Sowell Financial Services LLC | 11,080 | $50.3K | 0.00% | +763+7.4% | Added |
| Siligmueller & Norvid Wealth Advisors LLC | 11,402 | $51.8K | 0.02% | +11,402 | New |
| HBK Sorce Advisory LLC | 11,534 | $52.4K | 0.00% | +1,185+11.5% | Added |
| MAI Capital Management | 11,580 | $52.6K | 0.00% | −16,791−59.2% | Reduced |
| SageView Advisory Group, LLC | 11,612 | $52.7K | 0.00% | +101+0.9% | Added |
| FMB Wealth Management | 11,812 | $53.6K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 12,000 | $54.5K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 12,157 | $55.2K | 0.01% | +12,157 | New |
| Zacks Investment Management | 12,223 | $55.5K | 0.00% | +1,880+18.2% | Added |
| Aletheian Wealth Advisors LLC | 12,307 | $55.9K | 0.03% | −733−5.6% | Reduced |
| Wedbush Securities Inc | 12,348 | $56.0K | 0.00% | +12,348 | New |
| Root Financial Partners, LLC | 12,750 | $57.9K | 0.00% | −1,289−9.2% | Reduced |
| Great Diamond Partners, LLC | 12,845 | $58.3K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,890 | $58.5K | 0.00% | +12,890 | New |
| Bank Hapoalim BM | 13,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Sentinus, LLC | 13,039 | $59.2K | 0.01% | +27+0.2% | Added |
| Blair William & Co | 13,154 | $59.7K | 0.00% | −1,545−10.5% | Reduced |
| Boston Private Wealth LLC | 13,167 | $59.8K | 0.00% | −10,634−44.7% | Reduced |
| Baird Financial Group, Inc. | 13,277 | $60.3K | 0.00% | +13,277 | New |
| PFG Investments, LLC | 13,313 | $60.4K | 0.00% | −1,706−11.4% | Reduced |
| Capital Performance Advisors LLP | 13,481 | $61.2K | 0.01% | +2,523+23.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,484 | $61.2K | 0.00% | +3,415+33.9% | Added |
| Legacy Financial Group, Inc. | 13,581 | $61.7K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 13,620 | $61.8K | 0.00% | −265−1.9% | Reduced |
| Camden Capital, LLC | 13,755 | $62.4K | 0.00% | −1,067−7.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 13,864 | $62.9K | 0.00% | +1,256+10.0% | Added |
| Johnson Investment Counsel Inc | 13,872 | $63.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 13,874 | $63.0K | 0.00% | +2,880+26.2% | Added |
| Intergy Private Wealth, LLC | 14,144 | $64.2K | 0.02% | −70−0.5% | Reduced |
| Brown Advisory Inc | 14,306 | $64.9K | 0.00% | −1,131−7.3% | Reduced |
| Arkadios Wealth Advisors | 14,333 | $65.1K | 0.00% | −672−4.5% | Reduced |
| Moody National Bank Trust Division | 14,405 | $65.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14,484 | $65.8K | 0.00% | +8,257+132.6% | Added |
| AlTi Global, Inc. | 14,694 | $66.7K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 14,840 | $67.4K | 0.01% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 15,110 | $68.6K | 0.01% | +2,380+18.7% | Added |
| Evergreen Wealth Solutions, LLC | 15,158 | $68.8K | 0.04% | +15,158 | New |
| Portside Wealth Group, LLC | 15,245 | $69.2K | 0.01% | +2,351+18.2% | Added |
| D.A. Davidson & Co. | 15,438 | $70.1K | 0.00% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 15,461 | $70.2K | 0.00% | −24−0.2% | Reduced |
| Simplicity Wealth,LLC | 15,582 | $70.7K | 0.00% | +15,582 | New |
| Sym Financial Corp | 15,864 | $72.0K | 0.01% | +2,309+17.0% | Added |
| National Asset Management, Inc. | 15,865 | $72.0K | 0.00% | −1,041−6.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 15,994 | $72.6K | 0.02% | −470−2.9% | Reduced |
| Financial Network Wealth Management LLC | 14,840 | $73.0K | 0.02% | +14,840 | New |
| HSBC Holdings PLC | 16,228 | $73.7K | 0.00% | −17,203−51.5% | Reduced |
| Impact Capital Partners LLC | 16,239 | $73.7K | 0.02% | −176−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,419 | $74.5K | 0.00% | +12,319+300.5% | Added |
| Axxcess Wealth Management, LLC | 16,656 | $75.6K | 0.00% | +9+0.1% | Added |
| Capital Asset Advisory Services LLC | 16,656 | $75.6K | 0.00% | +9+0.1% | Added |
| SBI Securities Co., Ltd. | 16,775 | $76.2K | 0.00% | −151−0.9% | Reduced |
| Aptus Capital Advisors, LLC | 16,860 | $76.5K | 0.00% | +273+1.6% | Added |
| Silver Oak Securities, Inc | 17,548 | $79.7K | 0.01% | +2,888+19.7% | Added |
| Dynamic Technology Lab Private Ltd | 17,725 | $80.0K | 0.01% | +17,725 | New |
| Angeles Wealth Management, LLC | 17,989 | $81.7K | 0.01% | −90−0.5% | Reduced |
| Lazari Capital Management, Inc. | 17,991 | $81.7K | 0.03% | −428−2.3% | Reduced |
| Xponance, Inc. | 17,992 | $81.7K | 0.00% | +2,302+14.7% | Added |
| Brio Consultants, LLC | 18,062 | $82.0K | 0.01% | +435+2.5% | Added |
| Steel Peak Wealth Management LLC | 18,131 | $82.3K | 0.00% | +18,131 | New |
| First Horizon Corp | 18,486 | $83.9K | 0.00% | +18,486 | New |
| Seven Mile Advisory | 18,747 | $85.1K | 0.01% | +841+4.7% | Added |
| TFB Advisors LLC | 19,324 | $87.3K | 0.03% | +19,324 | New |
| Hilltop Holdings Inc. | 19,569 | $88.8K | 0.00% | +5,907+43.2% | Added |
| Unique Wealth Strategies, LLC | 19,619 | $89.1K | 0.04% | −7,887−28.7% | Reduced |
| Berger Financial Group, Inc | 19,632 | $89.1K | 0.01% | 00.0% | Unchanged |
| Advisors Management Group Inc | 20,148 | $91.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,125 | $91.4K | 0.00% | +2,832+16.4% | Added |
| Cooper Financial Group | 20,270 | $92.0K | 0.01% | −3,812−15.8% | Reduced |
| New Republic Capital, LLC | 20,447 | $92.8K | 0.03% | +3,396+19.9% | Added |
| Breakwater Capital Group | 21,006 | $95.4K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 21,190 | $96.2K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 19,440 | $96.4K | 0.01% | −4,218−17.8% | Reduced |
| Centurion Wealth Management LLC | 21,241 | $96.4K | 0.02% | +46+0.2% | Added |
| Morningstar Investment Management LLC | 21,680 | $98.0K | 0.00% | +21,680 | New |
| Personal Cfo Solutions, LLC | 21,745 | $98.7K | 0.02% | +79+0.4% | Added |
| Wealth Alliance | 21,957 | $99.7K | 0.01% | −1,722−7.3% | Reduced |
| GWM Advisors LLC | 21,990 | $99.8K | 0.00% | +2,822+14.7% | Added |
| Baldwin Brothers Inc | 22,191 | $100.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22,245 | $101.0K | 0.07% | −3,500−13.6% | Reduced |
| Blueshift Asset Management, LLC | 22,436 | $101.9K | 0.03% | +22,436 | New |
| Squarepoint Ops LLC | 22,712 | $103.1K | 0.00% | −5,601−19.8% | Reduced |
| Savvy Advisors, Inc. | 23,144 | $105.1K | 0.00% | +335+1.5% | Added |
| Choate Investment Advisors | 23,163 | $105.2K | 0.00% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 23,282 | $105.7K | 0.01% | +1,628+7.5% | Added |
| Buckingham Strategic Partners | 22,509 | $107.9K | 0.00% | −6,375−22.1% | Reduced |
| Concurrent Investment Advisors, LLC | 23,955 | $108.8K | 0.00% | −4,367−15.4% | Reduced |
| TownSquare Capital, LLC | 24,001 | $109.0K | 0.02% | −37,221−60.8% | Reduced |
| Scotia Capital Inc. | 24,010 | $109.0K | 0.00% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 24,400 | $110.8K | 0.07% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 24,681 | $112.1K | 0.01% | +998+4.2% | Added |