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 |
|---|---|---|---|---|---|
| Lockheed Martin Investment Management Co | 388,170 | $1.76M | 0.06% | −31,890−7.6% | Reduced |
| Twin City Private Wealth, LLC | 388,793 | $1.77M | 1.38% | +2,693+0.7% | Added |
| Naviter Wealth, LLC | 390,555 | $1.77M | 0.21% | +11,544+3.0% | Added |
| SRS Capital Advisors, Inc. | 399,709 | $1.81M | 0.03% | +362,016+960.4% | Added |
| HF Advisory Group, LLC | 401,704 | $1.82M | 0.67% | +17,337+4.5% | Added |
| Global Retirement Partners, LLC | 408,812 | $1.86M | 0.04% | −18,525−4.3% | Reduced |
| CAPROCK Group, Inc. | 428,945 | $1.88M | 0.05% | +428,945 | New |
| AMG National Trust Bank | 455,939 | $2.07M | 0.05% | −11,481−2.5% | Reduced |
| Vident Advisory, LLC | 463,722 | $2.11M | 0.02% | +2,721+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 465,187 | $2.11M | 0.04% | −82,653−15.1% | Reduced |
| Cerity Partners LLC | 490,378 | $2.23M | 0.00% | +8,626+1.8% | Added |
| First Trust Advisors LP | 496,840 | $2.26M | 0.00% | −82,198−14.2% | Reduced |
| Abc Arbitrage SA | 497,704 | $2.26M | 0.22% | +100,258+25.2% | Added |
| NewEdge Wealth, LLC | 513,327 | $2.42M | 0.03% | +83,592+19.5% | Added |
| Pathstone Holdings, LLC | 540,476 | $2.45M | 0.01% | +20,100+3.9% | Added |
| Cookson Peirce & Co Inc | 543,678 | $2.47M | 0.10% | +11,083+2.1% | Added |
| Symmetry Investments LP | 574,105 | $2.61M | 0.21% | +184,205+47.2% | Added |
| Cubist Systematic Strategies, LLC | 578,264 | $2.63M | 0.04% | −64,818−10.1% | Reduced |
| Stifel Financial Corp | 591,799 | $2.69M | 0.00% | +13,108+2.3% | Added |
| CWM Advisors, LLC | 628,308 | $2.85M | 0.28% | +5,067+0.8% | Added |
| SEI Investments Co | 634,169 | $2.88M | 0.00% | +32,895+5.5% | Added |
| Oppenheimer Asset Management Inc. | 724,853 | $3.29M | 0.04% | +35,394+5.1% | Added |
| Ameriprise Financial Inc | 741,774 | $3.37M | 0.00% | +15,240+2.1% | Added |
| HighTower Advisors, LLC | 755,405 | $3.43M | 0.00% | +70,748+10.3% | Added |
| JustInvest LLC | 822,758 | $3.74M | 0.04% | +48,613+6.3% | Added |
| Henry James International Management, Inc. | 832,328 | $3.78M | 1.16% | −2360.0% | Reduced |
| Citigroup Inc | 861,313 | $3.91M | 0.00% | −894−0.1% | Reduced |
| Bank of New York Mellon Corp | 867,098 | $3.94M | 0.00% | +18,432+2.2% | Added |
| Timber Creek Capital Management LLC | 872,420 | $3.96M | 0.96% | −4,855−0.6% | Reduced |
| Mariner, LLC | 891,508 | $4.05M | 0.01% | +40,041+4.7% | Added |
| Rockefeller Capital Management L.P. | 914,133 | $4.15M | 0.01% | −2,704,443−74.7% | Reduced |
| Eagle Global Advisors LLC | 930,000 | $4.22M | 0.16% | +230,000+32.9% | Added |
| Colony Group, LLC | 937,414 | $4.26M | 0.01% | +37,910+4.2% | Added |
| Jane Street Group, LLC | 962,070 | $4.37M | 0.01% | −1,299,045−57.5% | Reduced |
| Ritholtz Wealth Management | 969,551 | $4.40M | 0.09% | +37,471+4.0% | Added |
| Royal Bank of Canada | 991,343 | $4.50M | 0.00% | +62,918+6.8% | Added |
| Mercer Global Advisors Inc | 1,018,701 | $4.62M | 0.01% | −39,819−3.8% | Reduced |
| US Bancorp | 1,047,365 | $4.76M | 0.01% | +213,882+25.7% | Added |
| BNP Paribas Arbitrage, SA | 1,050,939 | $4.77M | 0.00% | +940,407+850.8% | Added |
| Citadel Advisors LLC | 1,071,435 | $4.86M | 0.00% | −4,178,958−79.6% | Reduced |
| MML Investors Services, LLC | 1,109,413 | $5.04M | 0.01% | −75,233−6.4% | Reduced |
| Logan Capital Management Inc | 1,145,931 | $5.20M | 0.22% | −66,052−5.4% | Reduced |
| Beck Bode, LLC | 1,267,187 | $5.75M | 0.93% | +30,938+2.5% | Added |
| QRG Capital Management, Inc. | 1,337,732 | $6.07M | 0.07% | −849,154−38.8% | Reduced |
| Ethic Inc. | 1,422,913 | $6.46M | 0.11% | +108,599+8.3% | Added |
| Aquatic Capital Management LLC | 1,452,856 | $6.60M | 0.12% | −257,717−15.1% | Reduced |
| Creative Planning | 1,455,312 | $6.61M | 0.01% | +83,606+6.1% | Added |
| Natixis Advisors, L.P. | 1,628,465 | $7.39M | 0.01% | −5,858−0.4% | Reduced |
| Bard Financial Services, Inc. | 1,649,635 | $7.49M | 0.82% | −403,470−19.7% | Reduced |
| AQR Capital Management LLC | 1,755,101 | $7.97M | 0.01% | +548,010+45.4% | Added |
| Cetera Investment Advisers | 1,850,274 | $8.40M | 0.01% | +701,994+61.1% | Added |
| Charles Schwab Investment Management Inc | 1,982,110 | $9.00M | 0.00% | +320,906+19.3% | Added |
| LPL Financial LLC | 1,983,003 | $9.00M | 0.00% | +180,284+10.0% | Added |
| Clearbridge Investments, LLC | 2,082,346 | $9.45M | 0.01% | −197,933−8.7% | Reduced |
| JPMorgan Chase & Co | 2,134,374 | $9.69M | 0.00% | +622,061+41.1% | Added |
| Raymond James Financial Inc | 2,280,018 | $10.4M | 0.00% | +440,141+23.9% | Added |
| Assetmark, Inc | 2,755,888 | $12.5M | 0.03% | +727,211+35.8% | Added |
| O'Shaughnessy Asset Management, LLC | 2,858,498 | $13.0M | 0.08% | +139,379+5.1% | Added |
| Janney Capital Management LLC | 3,067,364 | $13.9M | 0.87% | −48,326−1.6% | Reduced |
| CIBC World Markets Inc. | 3,466,328 | $15.7M | 0.03% | −61,913−1.8% | Reduced |
| Wells Fargo & Company | 4,275,848 | $19.4M | 0.00% | −45,915−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 5,079,633 | $23.1M | 0.35% | +211,920+4.4% | Added |
| Renaissance Technologies LLC | 5,170,000 | $23.5M | 0.03% | −6,002,800−53.7% | Reduced |
| First Eagle Investment Management, LLC | 6,328,253 | $28.7M | 0.05% | −487,908−7.2% | Reduced |
| UBS Group AG | 6,614,695 | $30.0M | 0.01% | +2,317,927+53.9% | Added |
| American Century Companies Inc | 8,112,276 | $36.8M | 0.02% | +1,306,099+19.2% | Added |
| Envestnet Asset Management Inc | 8,405,129 | $38.2M | 0.01% | −144,461−1.7% | Reduced |
| Millennium Management LLC | 8,815,679 | $40.0M | 0.03% | +1,309,359+17.4% | Added |
| Bank of America Corp | 9,882,890 | $44.9M | 0.00% | −381,167−3.7% | Reduced |
| BlackRock, Inc. | 11,233,928 | $51.0M | 0.00% | +896,210+8.7% | Added |
| Dimensional Fund Advisors LP | 13,447,663 | $61.1M | 0.01% | −488,706−3.5% | Reduced |
| CIBC Private Wealth Group, LLC | 14,129,519 | $64.1M | 0.11% | +622,552+4.6% | Added |
| Northern Trust Corp | 14,279,272 | $64.8M | 0.01% | +541,501+3.9% | Added |
| Arrowstreet Capital, Limited Partnership | 21,623,723 | $98.2M | 0.06% | −1,470,776−6.4% | Reduced |
| Goldman Sachs Group Inc | 25,433,537 | $115.5M | 0.02% | −1,314,800−4.9% | Reduced |
| Morgan Stanley | 25,462,826 | $115.6M | 0.01% | +818,611+3.3% | Added |
| FMR LLC | 39,044,405 | $177.3M | 0.01% | +3,940,139+11.2% | Added |
| Mondrian Investment Partners LTD | 62,776,150 | $285.0M | 4.76% | +62,776,150 | New |
| Fisher Asset Management, LLC | 149,958,264 | $680.8M | 0.25% | +1,129,641+0.8% | Added |
| Virtue Capital Management, LLC | 1,351 | – | – | −22,382−94.3% | Reduced |
| L1 Capital Pty Ltd | 0 | $0 | 0.00% | −129,076,191−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,155,489−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −341,760−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −252,000−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −198,538−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −183,296−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −126,780−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −89,307−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −88,954−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −86,164−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −75,761−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −69,784−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −61,420−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −57,120−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −53,311−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −49,435−100.0% | Sold out |
| Decatur Capital Management, Inc. | 0 | $0 | 0.00% | −43,098−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −42,016−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −35,402−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −28,590−100.0% | Sold out |