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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 67,444 | $306.2K | 0.00% | −822−1.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 71,115 | $322.9K | 0.00% | −10,248−12.6% | Reduced |
| Fortress Private Ledger, LLC | 73,039 | $331.6K | 0.12% | +15,057+26.0% | Added |
| Foundations Investment Advisors, LLC | 75,667 | $343.5K | 0.00% | −2,732−3.5% | Reduced |
| GAMMA Investing LLC | 76,139 | $345.7K | 0.02% | +4,735+6.6% | Added |
| Valeo Financial Advisors, LLC | 76,681 | $348.1K | 0.01% | +16,467+27.3% | Added |
| Smartleaf Asset Management LLC | 79,868 | $357.8K | 0.02% | +17,849+28.8% | Added |
| EverSource Wealth Advisors, LLC | 79,546 | $361.1K | 0.01% | +7,727+10.8% | Added |
| Independent Advisor Alliance | 81,175 | $368.5K | 0.01% | +3,927+5.1% | Added |
| We Are One Seven, LLC | 82,360 | $373.9K | 0.01% | −1,529−1.8% | Reduced |
| Two Sigma Advisers, LP | 83,900 | $380.9K | 0.00% | +83,900 | New |
| Tranquilli Financial Advisor LLC | 83,954 | $381.2K | 0.23% | +5,987+7.7% | Added |
| Voleon Capital Management LP | 85,798 | $389.5K | 0.01% | +85,798 | New |
| AlphaCore Capital LLC | 85,906 | $390.0K | 0.01% | +63,711+287.1% | Added |
| May Hill Capital, LLC | 86,329 | $391.9K | 0.11% | +5,600+6.9% | Added |
| TD Private Client Wealth LLC | 86,632 | $393.3K | 0.01% | −1,076−1.2% | Reduced |
| M&T Bank Corp | 87,682 | $397.7K | 0.00% | +6,180+7.6% | Added |
| National Bank of Canada | 88,206 | $400.3K | 0.00% | −447−0.5% | Reduced |
| Franklin Resources Inc | 89,618 | $406.9K | 0.00% | −671,933−88.2% | Reduced |
| Cypress Wealth Services, LLC | 90,844 | $412.4K | 0.07% | +340.0% | Added |
| Aegis Wealth Management LLC | 91,812 | $416.8K | 0.22% | −7,163−7.2% | Reduced |
| GeoWealth Management, LLC | 93,517 | $424.6K | 0.02% | +72,603+347.2% | Added |
| Bank of Nova Scotia | 94,265 | $427.9K | 0.00% | +94,265 | New |
| Janney Montgomery Scott LLC | 94,341 | $428.0K | 0.00% | −20,675−18.0% | Reduced |
| Quantbot Technologies LP | 97,164 | $441.1K | 0.01% | −382,510−79.7% | Reduced |
| Cetera Trust Company, N.A | 99,725 | $452.8K | 0.25% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 100,185 | $454.8K | 0.01% | +4,745+5.0% | Added |
| Northwestern Mutual Wealth Management Co | 101,593 | $461.2K | 0.00% | +6,594+6.9% | Added |
| Aprio Wealth Management, LLC | 101,657 | $461.5K | 0.05% | +4,184+4.3% | Added |
| Papamarkou Wellner Asset Management inc. | 102,100 | $463.5K | 0.29% | −750−0.7% | Reduced |
| Walleye Capital LLC | 109,377 | $496.6K | 0.00% | −15,443−12.4% | Reduced |
| Sequoia Financial Advisors, LLC | 112,882 | $512.5K | 0.00% | +31,199+38.2% | Added |
| Glenmede Investment Management, LP | 114,259 | $518.7K | 0.00% | +1,466+1.3% | Added |
| Stephens Inc | 117,449 | $533.2K | 0.01% | −8,106−6.5% | Reduced |
| XTX Topco Ltd | 118,116 | $536.2K | 0.03% | −562,911−82.7% | Reduced |
| Captrust Financial Advisors | 122,793 | $557.5K | 0.00% | +10,029+8.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 123,072 | $559.0K | 0.00% | −4,493−3.5% | Reduced |
| Apollon Wealth Management, LLC | 123,387 | $560.2K | 0.01% | −1,731−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 124,771 | $560.8K | 0.00% | −2,879−2.3% | Reduced |
| Revisor Wealth Management LLC | 125,775 | $561.0K | 0.19% | −8,902−6.6% | Reduced |
| United Capital Financial Advisers, LLC | 124,910 | $567.1K | 0.00% | +1,393+1.1% | Added |
| Eagle Rock Investment Company, LLC | 124,913 | $567.1K | 0.08% | +39,950+47.0% | Added |
| Commonwealth Equity Services, LLC | 125,528 | $570.0K | 0.00% | −93,067−42.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 126,657 | $575.0K | 0.03% | +326+0.3% | Added |
| Evergreen Capital Management LLC | 126,822 | $575.8K | 0.01% | −956−0.7% | Reduced |
| Skopos Labs, Inc. | 139,540 | $590.3K | 0.08% | −3,294−2.3% | Reduced |
| CIBC Asset Management Inc | 132,571 | $601.9K | 0.00% | +71,054+115.5% | Added |
| Ronald Blue Trust, Inc. | 133,456 | $605.9K | 0.01% | −12,741−8.7% | Reduced |
| Aaron Wealth Advisors | 136,457 | $619.5K | 0.04% | −2,361−1.7% | Reduced |
| Marino, Stram & Associates LLC | 139,369 | $632.7K | 0.11% | +9,459+7.3% | Added |
| Sivia Capital Partners, LLC | 140,044 | $635.8K | 0.18% | +148+0.1% | Added |
| Syon Capital LLC | 140,532 | $638.0K | 0.03% | −1,818−1.3% | Reduced |
| Integrated Wealth Concepts LLC | 141,627 | $643.0K | 0.01% | +7,530+5.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 144,384 | $655.5K | 0.08% | −15,480−9.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 151,589 | $686.7K | 0.00% | +27,565+22.2% | Added |
| Rhumbline Advisers | 153,422 | $696.5K | 0.00% | −14,097−8.4% | Reduced |
| Public Employees Retirement System of Ohio | 155,853 | $707.6K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 157,470 | $714.9K | 0.01% | −12,155−7.2% | Reduced |
| Kathmere Capital Management, LLC | 158,119 | $717.9K | 0.05% | −1,931−1.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 162,396 | $737.3K | 0.00% | −3,362−2.0% | Reduced |
| Gallacher Capital Management LLC | 162,574 | $738.1K | 0.29% | +11,581+7.7% | Added |
| Pinnacle Associates Ltd | 164,875 | $748.5K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 165,293 | $750.4K | 0.01% | −37,880−18.6% | Reduced |
| Dynasty Wealth Management, LLC | 169,432 | $769.2K | 0.01% | +169,432 | New |
| Acadian Asset Management LLC | 175,371 | $795.0K | 0.00% | −7,377−4.0% | Reduced |
| Drucker Wealth 3.0, LLC | 177,075 | $803.9K | 0.14% | −318,198−64.2% | Reduced |
| CI Private Wealth, LLC | 177,328 | $805.1K | 0.00% | +37,376+26.7% | Added |
| Legacy Wealth Asset Management, LLC | 181,253 | $822.9K | 0.20% | −2,257−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 180,306 | $822.9K | 0.01% | −5,892−3.2% | Reduced |
| Forum Financial Management, LP | 181,796 | $825.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 192,475 | $852.8K | 0.00% | +19,766+11.4% | Added |
| Sanctuary Advisors, LLC | 192,457 | $873.8K | 0.01% | +90,939+89.6% | Added |
| Ellevest, Inc. | 195,003 | $885.3K | 0.13% | −16,955−8.0% | Reduced |
| Brinker Capital Investments, LLC | 195,438 | $887.3K | 0.01% | −23,723−10.8% | Reduced |
| Edge Wealth Management LLC | 200,000 | $908.0K | 0.16% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 205,200 | $931.6K | 0.00% | −2,363,600−92.0% | Reduced |
| Callan Family Office, LLC | 205,383 | $932.4K | 0.03% | −48,669−19.2% | Reduced |
| Intrust Bank NA | 214,798 | $975.2K | 0.08% | +5,575+2.7% | Added |
| Susquehanna International Group, LLP | 215,093 | $976.5K | 0.00% | +2,172+1.0% | Added |
| Bank of Montreal | 222,098 | $1.01M | 0.00% | +113,263+104.1% | Added |
| Qtron Investments LLC | 227,119 | $1.03M | 0.13% | +26,064+13.0% | Added |
| Hantz Financial Services, Inc. | 227,764 | $1.03M | 0.02% | +172,422+311.6% | Added |
| Wetherby Asset Management Inc | 236,104 | $1.07M | 0.04% | +9,797+4.3% | Added |
| Ieq Capital, LLC | 241,022 | $1.09M | 0.00% | +39,167+19.4% | Added |
| Invesco Ltd. | 245,008 | $1.11M | 0.00% | +45,732+22.9% | Added |
| Voya Financial Advisors, Inc. | 253,648 | $1.14M | 0.11% | +12,763+5.3% | Added |
| Private Advisor Group, LLC | 257,270 | $1.17M | 0.01% | +11,754+4.8% | Added |
| Russell Investments Group, Ltd. | 264,920 | $1.20M | 0.00% | +45,918+21.0% | Added |
| Atria Investments LLC | 266,278 | $1.21M | 0.01% | +28,490+12.0% | Added |
| Koss-Olinger Consulting, LLC | 303,742 | $1.29M | 0.11% | −305−0.1% | Reduced |
| Truist Financial Corp | 292,472 | $1.33M | 0.00% | +13,157+4.7% | Added |
| Advisors Preferred, LLC | 306,562 | $1.39M | 0.20% | +306,562 | New |
| Coldstream Capital Management Inc | 307,789 | $1.40M | 0.02% | +146,507+90.8% | Added |
| Signaturefd, LLC | 312,492 | $1.42M | 0.02% | +1,611+0.5% | Added |
| Principal Securities, Inc. | 320,424 | $1.45M | 0.02% | +13,587+4.4% | Added |
| Park Avenue Securities LLC | 327,340 | $1.49M | 0.01% | −28,514−8.0% | Reduced |
| Quadrant Capital Group LLC | 336,133 | $1.53M | 0.05% | +208+0.1% | Added |
| The PNC Financial Services Group, Inc. | 339,121 | $1.54M | 0.00% | +98,650+41.0% | Added |
| Atomi Financial Group, Inc. | 370,402 | $1.68M | 0.05% | +21,378+6.1% | Added |
| Neuberger Berman Group LLC | 378,366 | $1.72M | 0.00% | +1,454+0.4% | Added |