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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 20,447 | $92.8K | 0.03% | +3,396+19.9% | Added |
| Cooper Financial Group | 20,270 | $92.0K | 0.01% | −3,812−15.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,125 | $91.4K | 0.00% | +2,832+16.4% | Added |
| Advisors Management Group Inc | 20,148 | $91.0K | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 19,632 | $89.1K | 0.01% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 19,619 | $89.1K | 0.04% | −7,887−28.7% | Reduced |
| Hilltop Holdings Inc. | 19,569 | $88.8K | 0.00% | +5,907+43.2% | Added |
| TFB Advisors LLC | 19,324 | $87.3K | 0.03% | +19,324 | New |
| Seven Mile Advisory | 18,747 | $85.1K | 0.01% | +841+4.7% | Added |
| First Horizon Corp | 18,486 | $83.9K | 0.00% | +18,486 | New |
| Steel Peak Wealth Management LLC | 18,131 | $82.3K | 0.00% | +18,131 | New |
| Brio Consultants, LLC | 18,062 | $82.0K | 0.01% | +435+2.5% | Added |
| Xponance, Inc. | 17,992 | $81.7K | 0.00% | +2,302+14.7% | Added |
| Lazari Capital Management, Inc. | 17,991 | $81.7K | 0.03% | −428−2.3% | Reduced |
| Angeles Wealth Management, LLC | 17,989 | $81.7K | 0.01% | −90−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 17,725 | $80.0K | 0.01% | +17,725 | New |
| Silver Oak Securities, Inc | 17,548 | $79.7K | 0.01% | +2,888+19.7% | Added |
| Aptus Capital Advisors, LLC | 16,860 | $76.5K | 0.00% | +273+1.6% | Added |
| SBI Securities Co., Ltd. | 16,775 | $76.2K | 0.00% | −151−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 16,656 | $75.6K | 0.00% | +9+0.1% | Added |
| Capital Asset Advisory Services LLC | 16,656 | $75.6K | 0.00% | +9+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 16,419 | $74.5K | 0.00% | +12,319+300.5% | Added |
| Impact Capital Partners LLC | 16,239 | $73.7K | 0.02% | −176−1.1% | Reduced |
| HSBC Holdings PLC | 16,228 | $73.7K | 0.00% | −17,203−51.5% | Reduced |
| Financial Network Wealth Management LLC | 14,840 | $73.0K | 0.02% | +14,840 | New |
| Warren Street Wealth Advisors, LLC | 15,994 | $72.6K | 0.02% | −470−2.9% | Reduced |
| National Asset Management, Inc. | 15,865 | $72.0K | 0.00% | −1,041−6.2% | Reduced |
| Sym Financial Corp | 15,864 | $72.0K | 0.01% | +2,309+17.0% | Added |
| Simplicity Wealth,LLC | 15,582 | $70.7K | 0.00% | +15,582 | New |
| Epoch Investment Partners, Inc. | 15,461 | $70.2K | 0.00% | −24−0.2% | Reduced |
| D.A. Davidson & Co. | 15,438 | $70.1K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 15,245 | $69.2K | 0.01% | +2,351+18.2% | Added |
| Evergreen Wealth Solutions, LLC | 15,158 | $68.8K | 0.04% | +15,158 | New |
| Fiduciary Financial Group, LLC | 15,110 | $68.6K | 0.01% | +2,380+18.7% | Added |
| RWM Asset Management, LLC | 14,840 | $67.4K | 0.01% | 00.0% | Unchanged |
| AlTi Global, Inc. | 14,694 | $66.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14,484 | $65.8K | 0.00% | +8,257+132.6% | Added |
| Moody National Bank Trust Division | 14,405 | $65.4K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 14,333 | $65.1K | 0.00% | −672−4.5% | Reduced |
| Brown Advisory Inc | 14,306 | $64.9K | 0.00% | −1,131−7.3% | Reduced |
| Intergy Private Wealth, LLC | 14,144 | $64.2K | 0.02% | −70−0.5% | Reduced |
| Evoke Wealth, LLC | 13,874 | $63.0K | 0.00% | +2,880+26.2% | Added |
| Johnson Investment Counsel Inc | 13,872 | $63.0K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 13,864 | $62.9K | 0.00% | +1,256+10.0% | Added |
| Camden Capital, LLC | 13,755 | $62.4K | 0.00% | −1,067−7.2% | Reduced |
| Snowden Capital Advisors LLC | 13,620 | $61.8K | 0.00% | −265−1.9% | Reduced |
| Legacy Financial Group, Inc. | 13,581 | $61.7K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,484 | $61.2K | 0.00% | +3,415+33.9% | Added |
| Capital Performance Advisors LLP | 13,481 | $61.2K | 0.01% | +2,523+23.0% | Added |
| PFG Investments, LLC | 13,313 | $60.4K | 0.00% | −1,706−11.4% | Reduced |
| Baird Financial Group, Inc. | 13,277 | $60.3K | 0.00% | +13,277 | New |
| Boston Private Wealth LLC | 13,167 | $59.8K | 0.00% | −10,634−44.7% | Reduced |
| Blair William & Co | 13,154 | $59.7K | 0.00% | −1,545−10.5% | Reduced |
| Sentinus, LLC | 13,039 | $59.2K | 0.01% | +27+0.2% | Added |
| Bank Hapoalim BM | 13,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,890 | $58.5K | 0.00% | +12,890 | New |
| Great Diamond Partners, LLC | 12,845 | $58.3K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 12,750 | $57.9K | 0.00% | −1,289−9.2% | Reduced |
| Wedbush Securities Inc | 12,348 | $56.0K | 0.00% | +12,348 | New |
| Aletheian Wealth Advisors LLC | 12,307 | $55.9K | 0.03% | −733−5.6% | Reduced |
| Zacks Investment Management | 12,223 | $55.5K | 0.00% | +1,880+18.2% | Added |
| First Pacific Financial | 12,157 | $55.2K | 0.01% | +12,157 | New |
| Colonial Trust Co | 12,000 | $54.5K | 0.01% | 00.0% | Unchanged |
| FMB Wealth Management | 11,812 | $53.6K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 11,612 | $52.7K | 0.00% | +101+0.9% | Added |
| MAI Capital Management | 11,580 | $52.6K | 0.00% | −16,791−59.2% | Reduced |
| HBK Sorce Advisory LLC | 11,534 | $52.4K | 0.00% | +1,185+11.5% | Added |
| Siligmueller & Norvid Wealth Advisors LLC | 11,402 | $51.8K | 0.02% | +11,402 | New |
| Sowell Financial Services LLC | 11,080 | $50.3K | 0.00% | +763+7.4% | Added |
| Foster Group, Inc. | 11,039 | $50.1K | 0.00% | −1,927−14.9% | Reduced |
| Holistic Financial Partners | 10,874 | $49.4K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 10,824 | $49.1K | 0.00% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 10,694 | $48.6K | 0.02% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 10,657 | $48.4K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 10,589 | $48.1K | 0.01% | +10,589 | New |
| V-Square Quantitative Management LLC | 10,461 | $47.5K | 0.01% | +3,674+54.1% | Added |
| PharVision Advisers, LLC | 10,340 | $46.9K | 0.03% | +10,340 | New |
| Ascent Capital Management, LLC | 10,329 | $46.9K | 0.04% | +262+2.6% | Added |
| Enterprise Financial Services Corp | 10,204 | $46.3K | 0.02% | −3,496−25.5% | Reduced |
| Baron Wealth Management LLC | 10,132 | $46.0K | 0.02% | +10,132 | New |
| Mutual Advisors, LLC | 10,101 | $45.9K | 0.00% | −2,439−19.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 10,096 | $45.8K | 0.00% | +144+1.4% | Added |
| Adviser Investments LLC | 10,070 | $45.7K | 0.00% | +10,070 | New |
| Klingman & Associates, LLC | 10,049 | $45.6K | 0.00% | +10,049 | New |
| Pekin Hardy Strauss, Inc. | 10,000 | $45.4K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $45.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 9,654 | $44.0K | 0.00% | +5,372+125.5% | Added |
| TD Waterhouse Canada Inc. | 7,988 | $36.0K | 0.00% | +2,614+48.6% | Added |
| Asset Dedication, LLC | 7,421 | $33.7K | 0.00% | −48,032−86.6% | Reduced |
| Parkside Financial Bank & Trust | 7,398 | $33.6K | 0.00% | −274−3.6% | Reduced |
| Concord Wealth Partners | 7,203 | $32.7K | 0.00% | +4,000+124.9% | Added |
| HM Payson & Co | 7,150 | $32.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 6,406 | $29.0K | 0.00% | +3,203+100.0% | Added |
| Private Trust Co NA | 6,092 | $27.7K | 0.00% | +3,261+115.2% | Added |
| Salomon & Ludwin, LLC | 5,959 | $27.4K | 0.00% | +5,744+2,671.6% | Added |
| Fifth Third Bancorp | 5,702 | $25.9K | 0.00% | −4,596−44.6% | Reduced |
| True Wealth Design, LLC | 5,565 | $25.3K | 0.01% | +5,565 | New |
| Larson Financial Group LLC | 5,184 | $23.5K | 0.00% | +4,041+353.5% | Added |
| Investors Research Corp | 5,000 | $22.7K | 0.00% | 00.0% | Unchanged |