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 |
|---|---|---|---|---|---|
| Five Oceans Advisors | 54,791 | $248.8K | 0.09% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 53,581 | $243.3K | 0.00% | −3,414−6.0% | Reduced |
| Natural Investments, LLC | 52,770 | $239.0K | 0.06% | −1,152−2.1% | Reduced |
| Copperleaf Capital, LLC | 51,645 | $234.5K | 0.11% | +14,606+39.4% | Added |
| Checchi Capital Advisers, LLC | 51,557 | $234.1K | 0.02% | −2,972−5.5% | Reduced |
| Benjamin Edwards Inc | 51,393 | $233.3K | 0.00% | +31,059+152.7% | Added |
| CWM, LLC | 51,240 | $233.0K | 0.00% | +4,848+10.5% | Added |
| Allworth Financial LP | 50,879 | $231.0K | 0.00% | −8,230−13.9% | Reduced |
| one8zero8, LLC | 50,000 | $227.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 49,760 | $225.9K | 0.01% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 49,476 | $224.6K | 0.14% | +7,354+17.5% | Added |
| HighPoint Advisor Group LLC | 48,795 | $221.5K | 0.01% | −2,460−4.8% | Reduced |
| West Family Investments, Inc. | 48,734 | $221.3K | 0.05% | +659+1.4% | Added |
| Sage Rhino Capital LLC | 48,433 | $219.9K | 0.04% | +846+1.8% | Added |
| Brookstone Capital Management | 47,346 | $215.0K | 0.00% | −2,145−4.3% | Reduced |
| Perigon Wealth Management, LLC | 46,810 | $212.5K | 0.00% | −3,758−7.4% | Reduced |
| Fielder Capital Group LLC | 46,613 | $211.6K | 0.05% | −14,380−23.6% | Reduced |
| Silvercrest Asset Management Group LLC | 46,406 | $210.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 46,140 | $209.5K | 0.03% | −340,441−88.1% | Reduced |
| Toronto Dominion Bank | 46,095 | $207.0K | 0.00% | −7,020−13.2% | Reduced |
| Savant Capital, LLC | 43,123 | $195.8K | 0.00% | −409−0.9% | Reduced |
| Legacy Financial Advisors, Inc. | 42,999 | $195.2K | 0.03% | +42,999 | New |
| Prime Capital Investment Advisors, LLC | 42,739 | $194.0K | 0.00% | +2,535+6.3% | Added |
| Earnest Partners LLC | 42,695 | $193.8K | 0.00% | −6,142−12.6% | Reduced |
| Chicago Trust Co NA | 42,000 | $190.7K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 41,924 | $190.3K | 0.10% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 40,773 | $185.1K | 0.04% | −292−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 40,712 | $184.8K | 0.01% | +17,065+72.2% | Added |
| Quantinno Capital Management LP | 40,132 | $182.2K | 0.00% | +28,921+258.0% | Added |
| Purkiss Capital Advisors LLC | 39,260 | $178.2K | 0.09% | +25,178+178.8% | Added |
| Farther Finance Advisors, LLC | 37,858 | $171.9K | 0.00% | +26,092+221.8% | Added |
| Merit Financial Group, LLC | 37,602 | $170.7K | 0.00% | +318+0.9% | Added |
| Keybank National Association | 37,093 | $168.4K | 0.00% | +9,406+34.0% | Added |
| Meriwether Wealth & Planning, LLC | 36,328 | $164.9K | 0.10% | −1,604−4.2% | Reduced |
| Optas, LLC | 35,949 | $163.2K | 0.03% | +505+1.4% | Added |
| Ausdal Financial Partners, Inc. | 35,617 | $161.7K | 0.01% | +8,132+29.6% | Added |
| Keel Point, LLC | 35,584 | $161.6K | 0.01% | −729−2.0% | Reduced |
| Addison Advisors LLC | 35,505 | $161.2K | 0.04% | +170+0.5% | Added |
| Abel Hall, LLC | 35,095 | $159.3K | 0.06% | −248−0.7% | Reduced |
| Change Path, LLC | 34,792 | $158.0K | 0.00% | −8,258−19.2% | Reduced |
| Summit Financial, LLC | 34,403 | $156.2K | 0.00% | +32+0.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 34,119 | $154.9K | 0.08% | −690−2.0% | Reduced |
| Platform Technology Partners | 33,901 | $153.9K | 0.04% | −1,556−4.4% | Reduced |
| Prospera Financial Services Inc | 33,011 | $149.9K | 0.00% | +883+2.7% | Added |
| PFG Advisors | 32,715 | $148.5K | 0.01% | +5,011+18.1% | Added |
| Continuum Advisory, LLC | 32,504 | $147.6K | 0.02% | −5,864−15.3% | Reduced |
| IFP Advisors, Inc | 32,318 | $146.7K | 0.00% | −1,804−5.3% | Reduced |
| TCG Advisory Services, LLC | 31,773 | $144.2K | 0.01% | +5,683+21.8% | Added |
| Brighton Jones LLC | 31,077 | $141.1K | 0.00% | +12,299+65.5% | Added |
| Insigneo Advisory Services, LLC | 30,883 | $140.2K | 0.01% | +16,927+121.3% | Added |
| Headlands Technologies LLC | 30,707 | $139.4K | 0.01% | +6,709+28.0% | Added |
| Mount Yale Investment Advisors, LLC | 30,403 | $138.0K | 0.01% | −166,104−84.5% | Reduced |
| Wedmont Private Capital | 30,448 | $137.9K | 0.01% | +171+0.6% | Added |
| Blue Barn Wealth, LLC | 30,368 | $137.9K | 0.06% | −5,047−14.3% | Reduced |
| CFO4Life Group, LLC | 30,263 | $137.4K | 0.02% | −1,256−4.0% | Reduced |
| Trust Point Inc. | 30,081 | $136.6K | 0.01% | +6,430+27.2% | Added |
| Inspire Advisors, LLC | 28,966 | $131.5K | 0.01% | +13,016+81.6% | Added |
| Mesirow Financial Investment Management, Inc. | 28,561 | $129.7K | 0.00% | +2,040+7.7% | Added |
| Summit Trail Advisors, LLC | 28,423 | $129.0K | 0.00% | +1,596+5.9% | Added |
| Ariadne Wealth Management, LP | 26,381 | $128.7K | 0.06% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 28,307 | $128.5K | 0.01% | +3,971+16.3% | Added |
| Pensionmark Financial Group, LLC | 28,275 | $128.4K | 0.00% | +1,881+7.1% | Added |
| Campbell & CO Investment Adviser LLC | 28,131 | $127.7K | 0.01% | +28,131 | New |
| Guggenheim Capital LLC | 28,072 | $127.4K | 0.00% | −831−2.9% | Reduced |
| Sage Investment Counsel LLC | 28,000 | $127.1K | 0.14% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 27,813 | $126.3K | 0.02% | +2,133+8.3% | Added |
| Gibbs Wealth Management | 27,810 | $126.3K | 0.03% | −15,784−36.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 27,291 | $123.9K | 0.01% | −107−0.4% | Reduced |
| Crumly & Associates Inc. | 27,236 | $123.7K | 0.03% | −3,136−10.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 27,173 | $123.4K | 0.00% | +4,078+17.7% | Added |
| Brentview Investment Management LLC | 26,741 | $121.4K | 0.06% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 26,211 | $119.0K | 0.05% | +189+0.7% | Added |
| Octavia Wealth Advisors, LLC | 26,142 | $118.7K | 0.01% | +1,524+6.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 25,997 | $118.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 25,812 | $117.2K | 0.00% | +25,812 | New |
| Jackson Thornton Asset Management, LLC | 25,148 | $116.4K | 0.01% | +921+3.8% | Added |
| Oppenheimer & Co Inc | 25,339 | $115.0K | 0.00% | +2,680+11.8% | Added |
| Retirement Planning Co of New England, Inc. | 25,206 | $114.4K | 0.05% | −466−1.8% | Reduced |
| ProVise Management Group, LLC | 24,762 | $112.4K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 24,681 | $112.1K | 0.01% | +998+4.2% | Added |
| Keynote Financial Services LLC | 24,400 | $110.8K | 0.07% | 00.0% | Unchanged |
| Scotia Capital Inc. | 24,010 | $109.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 24,001 | $109.0K | 0.02% | −37,221−60.8% | Reduced |
| Concurrent Investment Advisors, LLC | 23,955 | $108.8K | 0.00% | −4,367−15.4% | Reduced |
| Buckingham Strategic Partners | 22,509 | $107.9K | 0.00% | −6,375−22.1% | Reduced |
| Lifeworks Advisors, LLC | 23,282 | $105.7K | 0.01% | +1,628+7.5% | Added |
| Choate Investment Advisors | 23,163 | $105.2K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 23,144 | $105.1K | 0.00% | +335+1.5% | Added |
| Squarepoint Ops LLC | 22,712 | $103.1K | 0.00% | −5,601−19.8% | Reduced |
| Blueshift Asset Management, LLC | 22,436 | $101.9K | 0.03% | +22,436 | New |
| Bruce G. Allen Investments, LLC | 22,245 | $101.0K | 0.07% | −3,500−13.6% | Reduced |
| Baldwin Brothers Inc | 22,191 | $100.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 21,990 | $99.8K | 0.00% | +2,822+14.7% | Added |
| Wealth Alliance | 21,957 | $99.7K | 0.01% | −1,722−7.3% | Reduced |
| Personal Cfo Solutions, LLC | 21,745 | $98.7K | 0.02% | +79+0.4% | Added |
| Morningstar Investment Management LLC | 21,680 | $98.0K | 0.00% | +21,680 | New |
| Centurion Wealth Management LLC | 21,241 | $96.4K | 0.02% | +46+0.2% | Added |
| Rehmann Capital Advisory Group | 19,440 | $96.4K | 0.01% | −4,218−17.8% | Reduced |
| D'Orazio & Associates, Inc. | 21,190 | $96.2K | 0.01% | 00.0% | Unchanged |
| Breakwater Capital Group | 21,006 | $95.4K | 0.01% | 00.0% | Unchanged |