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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 7 | $37 | 0.00% | +7 | New |
| Murphy & Mullick Capital Management Corp | 30 | $159 | 0.00% | +30 | New |
| Toth Financial Advisory Corp | 70 | $371 | 0.00% | +70 | New |
| Godfrey Financial Associates, Inc. | 95 | $504 | 0.00% | +95 | New |
| Wealth Watch Advisors, INC | 106 | $562 | 0.00% | 00.0% | Unchanged |
| Trust Co | 107 | $567 | 0.00% | +107 | New |
| Triumph Capital Management | 136 | $721 | 0.00% | +136 | New |
| Bogart Wealth, LLC | 142 | $753 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 155 | $822 | 0.00% | +155 | New |
| MV Capital Management, Inc. | 160 | $848 | 0.00% | +160 | New |
| Millstone Evans Group, LLC | 207 | $1.10K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 212 | $1.12K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 215 | $1.14K | 0.00% | +215 | New |
| WPG Advisers, LLC | 223 | $1.18K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 237 | $1.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 253 | $1.34K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 253 | $1.34K | 0.00% | +253 | New |
| CVA Family Office, LLC | 255 | $1.35K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 264 | $1.40K | 0.00% | +70+36.1% | Added |
| MPWM Advisory Solutions, LLC | 310 | $1.64K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 329 | $1.74K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 343 | $1.82K | 0.00% | +343 | New |
| Sunbelt Securities, Inc. | 363 | $1.92K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 425 | $2.26K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 484 | $2.56K | 0.00% | −226−31.8% | Reduced |
| DecisionPoint Financial, LLC | 500 | $2.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 554 | $2.94K | 0.00% | +554 | New |
| Smithfield Trust Co | 497 | $3.00K | 0.00% | +497 | New |
| Quaker Wealth Management, LLC | 573 | $3.04K | 0.00% | +573 | New |
| Rossby Financial, LCC | 578 | $3.06K | 0.00% | +80+16.1% | Added |
| Beaird Harris Wealth Management, LLC | 586 | $3.11K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 649 | $3.44K | 0.00% | +99+18.0% | Added |
| Walleye Trading LLC | 719 | $3.81K | 0.00% | −773−51.8% | Reduced |
| North Star Investment Management Corp. | 731 | $3.87K | 0.00% | +731 | New |
| Crewe Advisors LLC | 734 | $3.89K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 746 | $3.95K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 773 | $4.10K | 0.00% | +773 | New |
| Independence Bank of Kentucky | 773 | $4.10K | 0.00% | +773 | New |
| Public Employees Retirement System of Ohio | 797 | $4.22K | 0.00% | −155,056−99.5% | Reduced |
| Nemes Rush Group LLC | 812 | $4.30K | 0.00% | +812 | New |
| Principia Wealth Advisory, LLC | 824 | $4.37K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 854 | $4.53K | 0.00% | +854 | New |
| Financial Network Wealth Advisors LLC | 870 | $4.61K | 0.00% | +870 | New |
| Abound Wealth Management | 878 | $4.65K | 0.00% | +738+527.1% | Added |
| Bartlett & Co. Wealth Management LLC | 911 | $4.83K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 929 | $4.92K | 0.00% | +129+16.1% | Added |
| CX Institutional | 1,003 | $5.00K | 0.00% | +154+18.1% | Added |
| TSFG, LLC | 1,000 | $5.00K | 0.00% | +1,000 | New |
| Kozak & Associates, Inc. | 951 | $5.14K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,000 | $5.30K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 1,026 | $5.44K | 0.00% | +1,026 | New |
| Acumen Wealth Advisors, LLC | 1,040 | $5.51K | 0.00% | +1,040 | New |
| WealthCollab, LLC | 1,046 | $5.54K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $6.13K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,161 | $6.15K | 0.00% | +1,161 | New |
| Bare Financial Services, Inc | 1,182 | $6.26K | 0.00% | −359−23.3% | Reduced |
| Huntington National Bank | 1,199 | $6.36K | 0.00% | +260+27.7% | Added |
| Fortitude Family Office, LLC | 1,296 | $6.87K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,319 | $6.99K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,323 | $7.01K | 0.00% | −134−9.2% | Reduced |
| AdvisorNet Financial, Inc | 1,368 | $7.25K | 0.00% | +1,368 | New |
| Ancora Advisors, LLC | 1,388 | $7.36K | 0.00% | +623+81.4% | Added |
| Zions Bancorporation, National Association | 1,393 | $7.38K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,539 | $8.16K | 0.00% | −224−12.7% | Reduced |
| Retirement Wealth Solutions LLC | 1,627 | $8.62K | 0.01% | +56+3.6% | Added |
| Signature Equity Partners, LLC | 1,714 | $9.08K | 0.01% | +1,714 | New |
| Manning & Napier Advisors LLC | 1,711 | $9.12K | 0.00% | +1,711 | New |
| NBC Securities, Inc. | 1,913 | $10.1K | 0.00% | −125−6.1% | Reduced |
| Glen Eagle Advisors, LLC | 2,100 | $11.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,102 | $11.1K | 0.00% | +2,102 | New |
| Highline Wealth Partners LLC | 2,262 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,280 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,345 | $12.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,425 | $12.9K | 0.00% | +2,425 | New |
| Cornerstone Planning Group LLC | 2,222 | $12.9K | 0.00% | +271+13.9% | Added |
| Raffa Wealth Management, LLC | 2,461 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,463 | $13.1K | 0.00% | +969+64.9% | Added |
| Osterweis Capital Management Inc | – | $13.4K | 0.00% | – | New |
| Essential Partners LLC | 2,579 | $13.7K | 0.00% | +743+40.5% | Added |
| Sound Income Strategies, LLC | 2,572 | $14.1K | 0.00% | +2,411+1,497.5% | Added |
| Redmont Wealth Advisors LLC | 2,771 | $14.7K | 0.02% | 00.0% | Unchanged |
| YANKCOM Partnership | 2,782 | $14.7K | 0.01% | +2,782 | New |
| Creative Financial Designs Inc | 2,786 | $14.8K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,796 | $14.8K | 0.00% | +2,142+327.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,798 | $14.8K | 0.00% | +2,798 | New |
| Umb Bank N A | 2,804 | $14.9K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 2,940 | $15.6K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,428 | $18.2K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,976 | $21.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,209 | $22.3K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4,418 | $23.4K | 0.00% | +4,418 | New |
| Larson Financial Group LLC | 5,072 | $26.9K | 0.00% | −112−2.2% | Reduced |
| Tucker Asset Management LLC | 5,111 | $27.1K | 0.01% | +5,111 | New |
| Wellington-Altus USA Inc. | 5,445 | $28.9K | 0.02% | +5,445 | New |
| True Wealth Design, LLC | 5,565 | $29.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 6,151 | $32.6K | 0.00% | +59+1.0% | Added |
| Harbour Investments, Inc. | 6,386 | $33.8K | 0.00% | +2,051+47.3% | Added |
| Westside Investment Management, Inc. | 6,406 | $34.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,469 | $35.4K | 0.00% | +510+8.6% | Added |