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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 24,762 | $112.4K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 25,206 | $114.4K | 0.05% | −466−1.8% | Reduced |
| Oppenheimer & Co Inc | 25,339 | $115.0K | 0.00% | +2,680+11.8% | Added |
| Jackson Thornton Asset Management, LLC | 25,148 | $116.4K | 0.01% | +921+3.8% | Added |
| New York State Common Retirement Fund | 25,812 | $117.2K | 0.00% | +25,812 | New |
| Sanibel Captiva Trust Company, Inc. | 25,997 | $118.0K | 0.00% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 26,142 | $118.7K | 0.01% | +1,524+6.2% | Added |
| Traveka Wealth, LLC | 26,211 | $119.0K | 0.05% | +189+0.7% | Added |
| Brentview Investment Management LLC | 26,741 | $121.4K | 0.06% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 27,173 | $123.4K | 0.00% | +4,078+17.7% | Added |
| Crumly & Associates Inc. | 27,236 | $123.7K | 0.03% | −3,136−10.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 27,291 | $123.9K | 0.01% | −107−0.4% | Reduced |
| Gibbs Wealth Management | 27,810 | $126.3K | 0.03% | −15,784−36.2% | Reduced |
| Riversedge Advisors, LLC | 27,813 | $126.3K | 0.02% | +2,133+8.3% | Added |
| Sage Investment Counsel LLC | 28,000 | $127.1K | 0.14% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 28,072 | $127.4K | 0.00% | −831−2.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 28,131 | $127.7K | 0.01% | +28,131 | New |
| Pensionmark Financial Group, LLC | 28,275 | $128.4K | 0.00% | +1,881+7.1% | Added |
| Prosperity Consulting Group, LLC | 28,307 | $128.5K | 0.01% | +3,971+16.3% | Added |
| Ariadne Wealth Management, LP | 26,381 | $128.7K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 28,423 | $129.0K | 0.00% | +1,596+5.9% | Added |
| Mesirow Financial Investment Management, Inc. | 28,561 | $129.7K | 0.00% | +2,040+7.7% | Added |
| Inspire Advisors, LLC | 28,966 | $131.5K | 0.01% | +13,016+81.6% | Added |
| Trust Point Inc. | 30,081 | $136.6K | 0.01% | +6,430+27.2% | Added |
| CFO4Life Group, LLC | 30,263 | $137.4K | 0.02% | −1,256−4.0% | Reduced |
| Blue Barn Wealth, LLC | 30,368 | $137.9K | 0.06% | −5,047−14.3% | Reduced |
| Wedmont Private Capital | 30,448 | $137.9K | 0.01% | +171+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 30,403 | $138.0K | 0.01% | −166,104−84.5% | Reduced |
| Headlands Technologies LLC | 30,707 | $139.4K | 0.01% | +6,709+28.0% | Added |
| Insigneo Advisory Services, LLC | 30,883 | $140.2K | 0.01% | +16,927+121.3% | Added |
| Brighton Jones LLC | 31,077 | $141.1K | 0.00% | +12,299+65.5% | Added |
| TCG Advisory Services, LLC | 31,773 | $144.2K | 0.01% | +5,683+21.8% | Added |
| IFP Advisors, Inc | 32,318 | $146.7K | 0.00% | −1,804−5.3% | Reduced |
| Continuum Advisory, LLC | 32,504 | $147.6K | 0.02% | −5,864−15.3% | Reduced |
| PFG Advisors | 32,715 | $148.5K | 0.01% | +5,011+18.1% | Added |
| Prospera Financial Services Inc | 33,011 | $149.9K | 0.00% | +883+2.7% | Added |
| Platform Technology Partners | 33,901 | $153.9K | 0.04% | −1,556−4.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 34,119 | $154.9K | 0.08% | −690−2.0% | Reduced |
| Summit Financial, LLC | 34,403 | $156.2K | 0.00% | +32+0.1% | Added |
| Change Path, LLC | 34,792 | $158.0K | 0.00% | −8,258−19.2% | Reduced |
| Abel Hall, LLC | 35,095 | $159.3K | 0.06% | −248−0.7% | Reduced |
| Addison Advisors LLC | 35,505 | $161.2K | 0.04% | +170+0.5% | Added |
| Keel Point, LLC | 35,584 | $161.6K | 0.01% | −729−2.0% | Reduced |
| Ausdal Financial Partners, Inc. | 35,617 | $161.7K | 0.01% | +8,132+29.6% | Added |
| Optas, LLC | 35,949 | $163.2K | 0.03% | +505+1.4% | Added |
| Meriwether Wealth & Planning, LLC | 36,328 | $164.9K | 0.10% | −1,604−4.2% | Reduced |
| Keybank National Association | 37,093 | $168.4K | 0.00% | +9,406+34.0% | Added |
| Merit Financial Group, LLC | 37,602 | $170.7K | 0.00% | +318+0.9% | Added |
| Farther Finance Advisors, LLC | 37,858 | $171.9K | 0.00% | +26,092+221.8% | Added |
| Purkiss Capital Advisors LLC | 39,260 | $178.2K | 0.09% | +25,178+178.8% | Added |
| Quantinno Capital Management LP | 40,132 | $182.2K | 0.00% | +28,921+258.0% | Added |
| Transcend Wealth Collective, LLC | 40,712 | $184.8K | 0.01% | +17,065+72.2% | Added |
| Drive Wealth Management, LLC | 40,773 | $185.1K | 0.04% | −292−0.7% | Reduced |
| Cromwell Holdings LLC | 41,924 | $190.3K | 0.10% | 00.0% | Unchanged |
| Chicago Trust Co NA | 42,000 | $190.7K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 42,695 | $193.8K | 0.00% | −6,142−12.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 42,739 | $194.0K | 0.00% | +2,535+6.3% | Added |
| Legacy Financial Advisors, Inc. | 42,999 | $195.2K | 0.03% | +42,999 | New |
| Savant Capital, LLC | 43,123 | $195.8K | 0.00% | −409−0.9% | Reduced |
| Toronto Dominion Bank | 46,095 | $207.0K | 0.00% | −7,020−13.2% | Reduced |
| Two Sigma Securities, LLC | 46,140 | $209.5K | 0.03% | −340,441−88.1% | Reduced |
| Silvercrest Asset Management Group LLC | 46,406 | $210.7K | 0.00% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 46,613 | $211.6K | 0.05% | −14,380−23.6% | Reduced |
| Perigon Wealth Management, LLC | 46,810 | $212.5K | 0.00% | −3,758−7.4% | Reduced |
| Brookstone Capital Management | 47,346 | $215.0K | 0.00% | −2,145−4.3% | Reduced |
| Sage Rhino Capital LLC | 48,433 | $219.9K | 0.04% | +846+1.8% | Added |
| West Family Investments, Inc. | 48,734 | $221.3K | 0.05% | +659+1.4% | Added |
| HighPoint Advisor Group LLC | 48,795 | $221.5K | 0.01% | −2,460−4.8% | Reduced |
| Arlington Capital Management, Inc. | 49,476 | $224.6K | 0.14% | +7,354+17.5% | Added |
| Clarius Group, LLC | 49,760 | $225.9K | 0.01% | 00.0% | Unchanged |
| one8zero8, LLC | 50,000 | $227.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 50,879 | $231.0K | 0.00% | −8,230−13.9% | Reduced |
| CWM, LLC | 51,240 | $233.0K | 0.00% | +4,848+10.5% | Added |
| Benjamin Edwards Inc | 51,393 | $233.3K | 0.00% | +31,059+152.7% | Added |
| Checchi Capital Advisers, LLC | 51,557 | $234.1K | 0.02% | −2,972−5.5% | Reduced |
| Copperleaf Capital, LLC | 51,645 | $234.5K | 0.11% | +14,606+39.4% | Added |
| Natural Investments, LLC | 52,770 | $239.0K | 0.06% | −1,152−2.1% | Reduced |
| Kestra Advisory Services, LLC | 53,581 | $243.3K | 0.00% | −3,414−6.0% | Reduced |
| Five Oceans Advisors | 54,791 | $248.8K | 0.09% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 55,092 | $250.1K | 0.04% | +5,432+10.9% | Added |
| Foster Victor Wealth Advisors, LLC | 55,041 | $252.6K | 0.02% | +7,694+16.3% | Added |
| Ascent Group, LLC | 55,819 | $253.4K | 0.01% | −3,416−5.8% | Reduced |
| Centaurus Financial, Inc. | 57,596 | $261.0K | 0.01% | +57,596 | New |
| Lido Advisors, LLC | 57,847 | $262.6K | 0.00% | +21,067+57.3% | Added |
| Pitcairn Co | 57,903 | $262.9K | 0.02% | −14,207−19.7% | Reduced |
| State Street Corp | 58,094 | $263.7K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 58,865 | $267.2K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 58,936 | $267.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 58,990 | $267.8K | 0.26% | +1,779+3.1% | Added |
| Beverly Hills Private Wealth, LLC | 59,070 | $268.2K | 0.05% | −380−0.6% | Reduced |
| First Affirmative Financial Network | 59,632 | $270.7K | 0.13% | −5,501−8.4% | Reduced |
| PDS Planning, Inc | 59,735 | $271.2K | 0.02% | +110.0% | Added |
| Parallel Advisors, LLC | 59,939 | $272.1K | 0.00% | +1,632+2.8% | Added |
| Alliance Wealth Advisors, LLC | 60,571 | $275.0K | 0.14% | −2,623−4.2% | Reduced |
| Sagespring Wealth Partners, LLC | 61,038 | $277.1K | 0.01% | +6,408+11.7% | Added |
| BSW Wealth Partners | 62,797 | $285.1K | 0.04% | +23,110+58.2% | Added |
| HB Wealth Management, LLC | 62,898 | $285.6K | 0.00% | +12,605+25.1% | Added |
| Traub Capital Management LLC | 64,458 | $292.6K | 0.29% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 66,000 | $299.6K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 68,153 | $305.3K | 0.00% | −26,053−27.7% | Reduced |