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, Q4 2025
Institutional positions in Lloyds Banking Group plc as of Dec 31, 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
- 517
- +51 vs. Q3 2025
- Shares held
- 507.3M
- −18.4M (−3.5%) vs. Q3 2025
- Total value
- $2.69B
- +$302.2M (+12.7%) vs. Q3 2025
- New holders
- 94
- 211 more added
- Sold out
- 43
- 123 more reduced
14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 151,258,982 | $801.7M | 0.27% | +1,300,718+0.9% | Added |
| Mondrian Investment Partners LTD | 55,986,442 | $296.7M | 4.90% | −6,789,708−10.8% | Reduced |
| FMR LLC | 43,612,872 | $231.1M | 0.01% | +4,568,467+11.7% | Added |
| Goldman Sachs Group Inc | 24,652,300 | $130.7M | 0.02% | −781,237−3.1% | Reduced |
| Morgan Stanley | 23,685,544 | $125.5M | 0.01% | −1,777,282−7.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 16,323,708 | $86.5M | 0.05% | −5,300,015−24.5% | Reduced |
| CIBC Private Wealth Group, LLC | 14,802,992 | $78.5M | 0.13% | +673,473+4.8% | Added |
| Northern Trust Corp | 14,494,967 | $76.8M | 0.01% | +215,695+1.5% | Added |
| Dimensional Fund Advisors LP | 13,013,356 | $69.0M | 0.01% | −434,307−3.2% | Reduced |
| BlackRock, Inc. | 10,615,651 | $56.3M | 0.00% | −618,277−5.5% | Reduced |
| American Century Companies Inc | 9,093,989 | $48.2M | 0.02% | +981,713+12.1% | Added |
| Bank of America Corp | 9,039,753 | $47.9M | 0.00% | −843,137−8.5% | Reduced |
| Envestnet Asset Management Inc | 7,483,271 | $39.7M | 0.01% | −921,858−11.0% | Reduced |
| First Eagle Investment Management, LLC | 6,971,101 | $36.9M | 0.07% | +642,848+10.2% | Added |
| Crossmark Global Holdings, Inc. | 4,926,174 | $26.1M | 0.37% | −153,459−3.0% | Reduced |
| Wells Fargo & Company | 3,811,406 | $20.2M | 0.00% | −464,442−10.9% | Reduced |
| Millennium Management LLC | 3,577,078 | $19.0M | 0.01% | −5,238,601−59.4% | Reduced |
| Assetmark, Inc | 3,416,144 | $18.1M | 0.04% | +660,256+24.0% | Added |
| O'Shaughnessy Asset Management, LLC | 3,055,373 | $16.2M | 0.09% | +196,875+6.9% | Added |
| Janney Capital Management LLC | 3,001,295 | $15.9M | 1.00% | −66,069−2.2% | Reduced |
| Point72 Asset Management, L.P. | 2,941,493 | $15.6M | 0.02% | +2,736,293+1,333.5% | Added |
| CIBC World Markets Inc. | 2,426,464 | $12.9M | 0.02% | −1,039,864−30.0% | Reduced |
| AQR Capital Management LLC | 2,409,680 | $12.8M | 0.01% | +654,579+37.3% | Added |
| Jane Street Group, LLC | 2,380,451 | $12.6M | 0.01% | +1,418,381+147.4% | Added |
| Raymond James Financial Inc | 2,368,327 | $12.6M | 0.00% | +88,309+3.9% | Added |
| Charles Schwab Investment Management Inc | 2,280,250 | $12.1M | 0.00% | +298,140+15.0% | Added |
| LPL Financial LLC | 2,092,012 | $11.1M | 0.00% | +109,009+5.5% | Added |
| Clearbridge Investments, LLC | 2,057,267 | $10.9M | 0.01% | −25,079−1.2% | Reduced |
| Citadel Advisors LLC | 1,879,290 | $9.96M | 0.01% | +807,855+75.4% | Added |
| Cetera Investment Advisers | 1,798,065 | $9.53M | 0.01% | −52,209−2.8% | Reduced |
| Bank of New York Mellon Corp | 1,645,966 | $8.72M | 0.00% | +778,868+89.8% | Added |
| JPMorgan Chase & Co | 1,627,532 | $8.63M | 0.00% | −506,842−23.7% | Reduced |
| Creative Planning | 1,492,606 | $7.91M | 0.01% | +37,294+2.6% | Added |
| Ethic Inc. | 1,473,080 | $7.81M | 0.12% | +50,167+3.5% | Added |
| QRG Capital Management, Inc. | 1,421,576 | $7.53M | 0.08% | +83,844+6.3% | Added |
| Natixis Advisors, L.P. | 1,270,284 | $6.73M | 0.01% | −358,181−22.0% | Reduced |
| Logan Capital Management Inc | 1,258,776 | $6.67M | 0.28% | +112,845+9.8% | Added |
| MML Investors Services, LLC | 1,250,381 | $6.63M | 0.02% | +140,968+12.7% | Added |
| Beck Bode, LLC | 1,198,846 | $6.35M | 1.06% | −68,341−5.4% | Reduced |
| Henry James International Management, Inc. | 1,110,928 | $5.89M | 1.86% | +278,600+33.5% | Added |
| Royal Bank of Canada | 1,074,048 | $5.69M | 0.00% | +82,705+8.3% | Added |
| UBS Group AG | 1,021,088 | $5.41M | 0.00% | −5,593,607−84.6% | Reduced |
| Mercer Global Advisors Inc | 1,018,993 | $5.40M | 0.01% | +2920.0% | Added |
| Ritholtz Wealth Management | 995,220 | $5.27M | 0.10% | +25,669+2.6% | Added |
| Colony Group, LLC | 989,792 | $5.23M | 0.01% | +52,378+5.6% | Added |
| Mariner, LLC | 983,459 | $5.21M | 0.01% | +91,951+10.3% | Added |
| Eagle Global Advisors LLC | 980,000 | $5.19M | 0.19% | +50,000+5.4% | Added |
| Rockefeller Capital Management L.P. | 921,703 | $4.89M | 0.01% | +7,570+0.8% | Added |
| US Bancorp | 908,470 | $4.81M | 0.01% | −138,895−13.3% | Reduced |
| JustInvest LLC | 851,384 | $4.51M | 0.04% | +28,626+3.5% | Added |
| Vestmark Advisory Solutions, Inc. | 817,225 | $4.33M | 0.06% | +352,038+75.7% | Added |
| HighTower Advisors, LLC | 763,810 | $4.05M | 0.00% | +8,405+1.1% | Added |
| Ameriprise Financial Inc | 700,332 | $3.71M | 0.00% | −41,442−5.6% | Reduced |
| BNP Paribas Arbitrage, SA | 679,441 | $3.60M | 0.00% | −371,498−35.3% | Reduced |
| Stifel Financial Corp | 653,363 | $3.46M | 0.00% | +61,564+10.4% | Added |
| SEI Investments Co | 652,015 | $3.46M | 0.00% | +17,846+2.8% | Added |
| Oppenheimer Asset Management Inc. | 620,239 | $3.29M | 0.04% | −104,614−14.4% | Reduced |
| XTX Topco Ltd | 565,549 | $3.00M | 0.08% | +447,433+378.8% | Added |
| Cerity Partners LLC | 561,924 | $2.98M | 0.00% | +71,546+14.6% | Added |
| Pathstone Holdings, LLC | 555,694 | $2.95M | 0.01% | +15,218+2.8% | Added |
| First Trust Advisors LP | 526,739 | $2.79M | 0.00% | +29,899+6.0% | Added |
| Renaissance Technologies LLC | 519,800 | $2.75M | 0.00% | −4,650,200−89.9% | Reduced |
| Qube Research & Technologies Ltd | 515,412 | $2.73M | 0.00% | +515,412 | New |
| Atomi Financial Group, Inc. | 498,691 | $2.64M | 0.08% | +128,289+34.6% | Added |
| Citigroup Inc | 497,139 | $2.63M | 0.00% | −364,174−42.3% | Reduced |
| Prospera Financial Services Inc | 493,442 | $2.62M | 0.04% | +460,431+1,394.8% | Added |
| NewEdge Wealth, LLC | 484,036 | $2.57M | 0.03% | −29,291−5.7% | Reduced |
| Global Retirement Partners, LLC | 476,637 | $2.53M | 0.04% | +67,825+16.6% | Added |
| Skopos Labs, Inc. | 454,021 | $2.41M | 0.11% | +314,481+225.4% | Added |
| Cookson Peirce & Co Inc | 428,958 | $2.27M | 0.09% | −114,720−21.1% | Reduced |
| HF Advisory Group, LLC | 421,216 | $2.23M | 0.78% | +19,512+4.9% | Added |
| CAPROCK Group, Inc. | 414,188 | $2.20M | 0.05% | −14,757−3.4% | Reduced |
| Vident Advisory, LLC | 399,308 | $2.12M | 0.02% | −64,414−13.9% | Reduced |
| Neuberger Berman Group LLC | 397,465 | $2.11M | 0.00% | +19,099+5.0% | Added |
| Lockheed Martin Investment Management Co | 388,170 | $2.06M | 0.07% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 356,222 | $1.89M | 0.25% | −34,333−8.8% | Reduced |
| BTC Capital Management, Inc. | 348,118 | $1.85M | 0.13% | +348,118 | New |
| Laird Norton Trust Company, LLC | 345,933 | $1.83M | 0.04% | +345,933 | New |
| Principal Securities, Inc. | 342,808 | $1.82M | 0.03% | +22,384+7.0% | Added |
| Twin City Private Wealth, LLC | 338,220 | $1.79M | 1.36% | −50,573−13.0% | Reduced |
| Two Sigma Advisers, LP | 332,200 | $1.76M | 0.00% | +248,300+295.9% | Added |
| Russell Investments Group, Ltd. | 330,370 | $1.75M | 0.00% | +65,450+24.7% | Added |
| Atria Investments LLC | 325,896 | $1.73M | 0.02% | +59,618+22.4% | Added |
| Quadrant Capital Group LLC | 325,419 | $1.72M | 0.05% | −10,714−3.2% | Reduced |
| Park Avenue Securities LLC | 323,387 | $1.71M | 0.01% | −3,953−1.2% | Reduced |
| HRT Financial LP | 314,721 | $1.67M | 0.01% | +314,721 | New |
| Signaturefd, LLC | 309,619 | $1.64M | 0.03% | −2,873−0.9% | Reduced |
| Hantz Financial Services, Inc. | 307,579 | $1.63M | 0.02% | +79,815+35.0% | Added |
| Truist Financial Corp | 295,498 | $1.57M | 0.00% | +3,026+1.0% | Added |
| Invesco Ltd. | 283,297 | $1.50M | 0.00% | +38,289+15.6% | Added |
| The PNC Financial Services Group, Inc. | 282,448 | $1.50M | 0.00% | −56,673−16.7% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 278,900 | $1.48M | 0.07% | +278,900 | New |
| Royal Palms Capital LLC | 278,661 | $1.48M | 1.75% | +278,661 | New |
| Callan Family Office, LLC | 277,325 | $1.47M | 0.03% | +71,942+35.0% | Added |
| Private Advisor Group, LLC | 273,792 | $1.45M | 0.01% | +16,522+6.4% | Added |
| Coldstream Capital Management Inc | 266,662 | $1.41M | 0.02% | −41,127−13.4% | Reduced |
| Revisor Wealth Management LLC | 252,396 | $1.37M | 0.37% | +126,621+100.7% | Added |
| Voya Financial Advisors, Inc. | 253,845 | $1.35M | 0.13% | +197+0.1% | Added |
| Dynasty Wealth Management, LLC | 253,461 | $1.34M | 0.01% | +84,029+49.6% | Added |
| Ieq Capital, LLC | 247,230 | $1.31M | 0.00% | +6,208+2.6% | Added |