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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 4,335 | $19.7K | 0.00% | +3,354+341.9% | Added |
| JFS Wealth Advisors, LLC | 4,209 | $19.1K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,976 | $18.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,816 | $17.3K | 0.00% | +2,203+136.6% | Added |
| Brown, Lisle/Cummings, Inc. | 3,428 | $15.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,375 | $15.3K | 0.00% | +3,375 | New |
| Wealthspire Advisors, LLC | 3,301 | $15.0K | 0.00% | +3,301 | New |
| Princeton Global Asset Management LLC | 3,000 | $13.6K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 2,940 | $13.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,804 | $12.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,786 | $12.6K | 0.00% | +137+5.2% | Added |
| Redmont Wealth Advisors LLC | 2,771 | $12.6K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,461 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,345 | $10.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,262 | $10.3K | 0.00% | +1,068+89.4% | Added |
| GW&K Investment Management, LLC | 2,280 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,100 | $9.53K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,050 | $9.31K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,038 | $9.25K | 0.00% | −1,500−42.4% | Reduced |
| Cornerstone Planning Group LLC | 1,951 | $9.13K | 0.00% | +695+55.3% | Added |
| Guerra Advisors Inc | 1,998 | $9.07K | 0.00% | +1,998 | New |
| Binnacle Investments Inc | 1,939 | $8.80K | 0.01% | +660+51.6% | Added |
| Essential Partners LLC | 1,836 | $8.34K | 0.00% | +1,836 | New |
| Proffitt & Goodson Inc | 1,763 | $8.01K | 0.00% | +1,763 | New |
| Retirement Wealth Solutions LLC | 1,571 | $7.13K | 0.00% | +1,571 | New |
| Bare Financial Services, Inc | 1,541 | $7.00K | 0.00% | +422+37.7% | Added |
| Bell Investment Advisors, Inc | 1,494 | $6.78K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,492 | $6.77K | 0.00% | −5,615−79.0% | Reduced |
| Bryn Mawr Trust Co | 1,457 | $6.62K | 0.00% | −54,245−97.4% | Reduced |
| Zions Bancorporation, National Association | 1,393 | $6.32K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,319 | $5.99K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,296 | $5.88K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,244 | $5.65K | 0.00% | +1,244 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $5.25K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,056 | $4.79K | 0.00% | +1,056 | New |
| WealthCollab, LLC | 1,046 | $4.75K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,000 | $4.54K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 951 | $4.47K | 0.00% | +951 | New |
| Tower Research Capital LLC (TRC) | 956 | $4.34K | 0.00% | −26,127−96.5% | Reduced |
| Huntington National Bank | 939 | $4.26K | 0.00% | +206+28.1% | Added |
| Bartlett & Co. Wealth Management LLC | 911 | $4.14K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 849 | $4.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 861 | $3.91K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 824 | $3.74K | 0.00% | +525+175.6% | Added |
| Spire Wealth Management | 800 | $3.63K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 765 | $3.47K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 746 | $3.39K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 734 | $3.33K | 0.00% | +734 | New |
| Wealth Preservation Advisors, LLC | 710 | $3.22K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 665 | $3.02K | 0.00% | −8,273−92.6% | Reduced |
| Centerpoint Advisors, LLC | 557 | $3.00K | 0.00% | +557 | New |
| Transamerica Financial Advisors, Inc. | 654 | $2.97K | 0.00% | +654 | New |
| Manchester Capital Management LLC | 620 | $2.81K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 586 | $2.66K | 0.00% | +159+37.2% | Added |
| TD Capital Management LLC | 550 | $2.50K | 0.00% | +8+1.5% | Added |
| JPL Wealth Management, LLC | 521 | $2.37K | 0.00% | +521 | New |
| DecisionPoint Financial, LLC | 500 | $2.26K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 498 | $2.25K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 425 | $1.93K | 0.00% | +425 | New |
| Montag A & Associates Inc | 394 | $1.79K | 0.00% | +394 | New |
| Sunbelt Securities, Inc. | 363 | $1.65K | 0.00% | +363 | New |
| First Command Advisory Services, Inc. | 329 | $1.49K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 310 | $1.41K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 283 | $1.28K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $1.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 253 | $1.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 237 | $1.08K | 0.00% | −13,477−98.3% | Reduced |
| WPG Advisers, LLC | 223 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 342 | $1.00K | 0.00% | +342 | New |
| American Capital Advisory, LLC | 212 | $963 | 0.00% | +212 | New |
| Millstone Evans Group, LLC | 207 | $940 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 205 | $931 | 0.00% | +205 | New |
| Central Trust Co | 194 | $881 | 0.00% | +194 | New |
| Orion Capital Management LLC | 183 | $831 | 0.00% | +183 | New |
| Sound Income Strategies, LLC | 161 | $718 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 142 | $645 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 140 | $636 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 106 | $481 | 0.00% | +106 | New |
| Rise Advisors, LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| 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 |