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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 215,093 | $976.5K | 0.00% | +2,172+1.0% | Added |
| Intrust Bank NA | 214,798 | $975.2K | 0.08% | +5,575+2.7% | Added |
| Callan Family Office, LLC | 205,383 | $932.4K | 0.03% | −48,669−19.2% | Reduced |
| Point72 Asset Management, L.P. | 205,200 | $931.6K | 0.00% | −2,363,600−92.0% | Reduced |
| Edge Wealth Management LLC | 200,000 | $908.0K | 0.16% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 195,438 | $887.3K | 0.01% | −23,723−10.8% | Reduced |
| Ellevest, Inc. | 195,003 | $885.3K | 0.13% | −16,955−8.0% | Reduced |
| Sanctuary Advisors, LLC | 192,457 | $873.8K | 0.01% | +90,939+89.6% | Added |
| Advisor Group Holdings, Inc. | 192,475 | $852.8K | 0.00% | +19,766+11.4% | Added |
| Forum Financial Management, LP | 181,796 | $825.4K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 180,306 | $822.9K | 0.01% | −5,892−3.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 181,253 | $822.9K | 0.20% | −2,257−1.2% | Reduced |
| CI Private Wealth, LLC | 177,328 | $805.1K | 0.00% | +37,376+26.7% | Added |
| Drucker Wealth 3.0, LLC | 177,075 | $803.9K | 0.14% | −318,198−64.2% | Reduced |
| Acadian Asset Management LLC | 175,371 | $795.0K | 0.00% | −7,377−4.0% | Reduced |
| Dynasty Wealth Management, LLC | 169,432 | $769.2K | 0.01% | +169,432 | New |
| Yousif Capital Management, LLC | 165,293 | $750.4K | 0.01% | −37,880−18.6% | Reduced |
| Pinnacle Associates Ltd | 164,875 | $748.5K | 0.01% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 162,574 | $738.1K | 0.29% | +11,581+7.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 162,396 | $737.3K | 0.00% | −3,362−2.0% | Reduced |
| Kathmere Capital Management, LLC | 158,119 | $717.9K | 0.05% | −1,931−1.2% | Reduced |
| Ballentine Partners, LLC | 157,470 | $714.9K | 0.01% | −12,155−7.2% | Reduced |
| Public Employees Retirement System of Ohio | 155,853 | $707.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 153,422 | $696.5K | 0.00% | −14,097−8.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 151,589 | $686.7K | 0.00% | +27,565+22.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 144,384 | $655.5K | 0.08% | −15,480−9.7% | Reduced |
| Integrated Wealth Concepts LLC | 141,627 | $643.0K | 0.01% | +7,530+5.6% | Added |
| Syon Capital LLC | 140,532 | $638.0K | 0.03% | −1,818−1.3% | Reduced |
| Sivia Capital Partners, LLC | 140,044 | $635.8K | 0.18% | +148+0.1% | Added |
| Marino, Stram & Associates LLC | 139,369 | $632.7K | 0.11% | +9,459+7.3% | Added |
| Aaron Wealth Advisors | 136,457 | $619.5K | 0.04% | −2,361−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 133,456 | $605.9K | 0.01% | −12,741−8.7% | Reduced |
| CIBC Asset Management Inc | 132,571 | $601.9K | 0.00% | +71,054+115.5% | Added |
| Skopos Labs, Inc. | 139,540 | $590.3K | 0.08% | −3,294−2.3% | Reduced |
| Evergreen Capital Management LLC | 126,822 | $575.8K | 0.01% | −956−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 126,657 | $575.0K | 0.03% | +326+0.3% | Added |
| Commonwealth Equity Services, LLC | 125,528 | $570.0K | 0.00% | −93,067−42.6% | Reduced |
| Eagle Rock Investment Company, LLC | 124,913 | $567.1K | 0.08% | +39,950+47.0% | Added |
| United Capital Financial Advisers, LLC | 124,910 | $567.1K | 0.00% | +1,393+1.1% | Added |
| Revisor Wealth Management LLC | 125,775 | $561.0K | 0.19% | −8,902−6.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 124,771 | $560.8K | 0.00% | −2,879−2.3% | Reduced |
| Apollon Wealth Management, LLC | 123,387 | $560.2K | 0.01% | −1,731−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 123,072 | $559.0K | 0.00% | −4,493−3.5% | Reduced |
| Captrust Financial Advisors | 122,793 | $557.5K | 0.00% | +10,029+8.9% | Added |
| XTX Topco Ltd | 118,116 | $536.2K | 0.03% | −562,911−82.7% | Reduced |
| Stephens Inc | 117,449 | $533.2K | 0.01% | −8,106−6.5% | Reduced |
| Glenmede Investment Management, LP | 114,259 | $518.7K | 0.00% | +1,466+1.3% | Added |
| Sequoia Financial Advisors, LLC | 112,882 | $512.5K | 0.00% | +31,199+38.2% | Added |
| Walleye Capital LLC | 109,377 | $496.6K | 0.00% | −15,443−12.4% | Reduced |
| Papamarkou Wellner Asset Management inc. | 102,100 | $463.5K | 0.29% | −750−0.7% | Reduced |
| Aprio Wealth Management, LLC | 101,657 | $461.5K | 0.05% | +4,184+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 101,593 | $461.2K | 0.00% | +6,594+6.9% | Added |
| RSM US Wealth Management LLC | 100,185 | $454.8K | 0.01% | +4,745+5.0% | Added |
| Cetera Trust Company, N.A | 99,725 | $452.8K | 0.25% | 00.0% | Unchanged |
| Quantbot Technologies LP | 97,164 | $441.1K | 0.01% | −382,510−79.7% | Reduced |
| Janney Montgomery Scott LLC | 94,341 | $428.0K | 0.00% | −20,675−18.0% | Reduced |
| Bank of Nova Scotia | 94,265 | $427.9K | 0.00% | +94,265 | New |
| GeoWealth Management, LLC | 93,517 | $424.6K | 0.02% | +72,603+347.2% | Added |
| Aegis Wealth Management LLC | 91,812 | $416.8K | 0.22% | −7,163−7.2% | Reduced |
| Cypress Wealth Services, LLC | 90,844 | $412.4K | 0.07% | +340.0% | Added |
| Franklin Resources Inc | 89,618 | $406.9K | 0.00% | −671,933−88.2% | Reduced |
| National Bank of Canada | 88,206 | $400.3K | 0.00% | −447−0.5% | Reduced |
| M&T Bank Corp | 87,682 | $397.7K | 0.00% | +6,180+7.6% | Added |
| TD Private Client Wealth LLC | 86,632 | $393.3K | 0.01% | −1,076−1.2% | Reduced |
| May Hill Capital, LLC | 86,329 | $391.9K | 0.11% | +5,600+6.9% | Added |
| AlphaCore Capital LLC | 85,906 | $390.0K | 0.01% | +63,711+287.1% | Added |
| Voleon Capital Management LP | 85,798 | $389.5K | 0.01% | +85,798 | New |
| Tranquilli Financial Advisor LLC | 83,954 | $381.2K | 0.23% | +5,987+7.7% | Added |
| Two Sigma Advisers, LP | 83,900 | $380.9K | 0.00% | +83,900 | New |
| We Are One Seven, LLC | 82,360 | $373.9K | 0.01% | −1,529−1.8% | Reduced |
| Independent Advisor Alliance | 81,175 | $368.5K | 0.01% | +3,927+5.1% | Added |
| EverSource Wealth Advisors, LLC | 79,546 | $361.1K | 0.01% | +7,727+10.8% | Added |
| Smartleaf Asset Management LLC | 79,868 | $357.8K | 0.02% | +17,849+28.8% | Added |
| Valeo Financial Advisors, LLC | 76,681 | $348.1K | 0.01% | +16,467+27.3% | Added |
| GAMMA Investing LLC | 76,139 | $345.7K | 0.02% | +4,735+6.6% | Added |
| Foundations Investment Advisors, LLC | 75,667 | $343.5K | 0.00% | −2,732−3.5% | Reduced |
| Fortress Private Ledger, LLC | 73,039 | $331.6K | 0.12% | +15,057+26.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 71,115 | $322.9K | 0.00% | −10,248−12.6% | Reduced |
| Advisory Services Network, LLC | 67,444 | $306.2K | 0.00% | −822−1.2% | Reduced |
| Jones Financial Companies LLLP | 68,153 | $305.3K | 0.00% | −26,053−27.7% | Reduced |
| Anchor Investment Management, LLC | 66,000 | $299.6K | 0.02% | 00.0% | Unchanged |
| Traub Capital Management LLC | 64,458 | $292.6K | 0.29% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 62,898 | $285.6K | 0.00% | +12,605+25.1% | Added |
| BSW Wealth Partners | 62,797 | $285.1K | 0.04% | +23,110+58.2% | Added |
| Sagespring Wealth Partners, LLC | 61,038 | $277.1K | 0.01% | +6,408+11.7% | Added |
| Alliance Wealth Advisors, LLC | 60,571 | $275.0K | 0.14% | −2,623−4.2% | Reduced |
| Parallel Advisors, LLC | 59,939 | $272.1K | 0.00% | +1,632+2.8% | Added |
| PDS Planning, Inc | 59,735 | $271.2K | 0.02% | +110.0% | Added |
| First Affirmative Financial Network | 59,632 | $270.7K | 0.13% | −5,501−8.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 59,070 | $268.2K | 0.05% | −380−0.6% | Reduced |
| Cape Investment Advisory, Inc. | 58,990 | $267.8K | 0.26% | +1,779+3.1% | Added |
| Synovus Financial Corp | 58,936 | $267.6K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 58,865 | $267.2K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 58,094 | $263.7K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 57,903 | $262.9K | 0.02% | −14,207−19.7% | Reduced |
| Lido Advisors, LLC | 57,847 | $262.6K | 0.00% | +21,067+57.3% | Added |
| Centaurus Financial, Inc. | 57,596 | $261.0K | 0.01% | +57,596 | New |
| Ascent Group, LLC | 55,819 | $253.4K | 0.01% | −3,416−5.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 55,041 | $252.6K | 0.02% | +7,694+16.3% | Added |
| Wealthstream Advisors, Inc. | 55,092 | $250.1K | 0.04% | +5,432+10.9% | Added |