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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 6,682 | $35.4K | 0.03% | +6,682 | New |
| HM Payson & Co | 7,150 | $37.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7,203 | $38.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,398 | $39.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8,163 | $43.3K | 0.01% | +7,543+1,216.6% | Added |
| Bessemer Group Inc | 8,469 | $46.0K | 0.00% | −1,185−12.3% | Reduced |
| Brown Brothers Harriman & Co | 9,523 | $50.5K | 0.00% | +5,707+149.6% | Added |
| Shepherd Financial Partners LLC | 10,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10,009 | $53.0K | 0.03% | −195−1.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 10,096 | $53.5K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,338 | $53.9K | 0.00% | −552−4.3% | Reduced |
| Mutual Advisors, LLC | 10,169 | $53.9K | 0.00% | +68+0.7% | Added |
| Crux Wealth Advisors | 10,190 | $54.0K | 0.02% | +10,190 | New |
| Simon Quick Advisors, LLC | 10,253 | $54.3K | 0.00% | +10,253 | New |
| Warren Averett Asset Management, LLC | 10,285 | $54.5K | 0.00% | +10,285 | New |
| Fifth Third Bancorp | 10,300 | $54.6K | 0.00% | +4,598+80.6% | Added |
| Baron Wealth Management LLC | 10,641 | $56.4K | 0.02% | +509+5.0% | Added |
| Hoxton Planning & Management, LLC | 10,657 | $56.5K | 0.02% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 10,694 | $56.7K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 10,733 | $56.9K | 0.00% | +10,733 | New |
| Greenleaf Trust | 10,824 | $57.4K | 0.00% | 00.0% | Unchanged |
| Holistic Financial Partners | 10,874 | $57.6K | 0.02% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 10,921 | $57.9K | 0.00% | +872+8.7% | Added |
| Gotham Asset Management, LLC | 11,118 | $58.9K | 0.00% | +11,118 | New |
| Sowell Financial Services LLC | 11,326 | $60.0K | 0.00% | +246+2.2% | Added |
| Johnson Investment Counsel Inc | 11,460 | $60.7K | 0.00% | −2,412−17.4% | Reduced |
| Palisade Capital Management LLC | 11,553 | $61.2K | 0.00% | +11,553 | New |
| SageView Advisory Group, LLC | 11,612 | $61.5K | 0.00% | 00.0% | Unchanged |
| FMB Wealth Management | 11,812 | $62.6K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 12,157 | $64.4K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 12,175 | $64.5K | 0.00% | −48−0.4% | Reduced |
| DV Equities, LLC | 12,300 | $65.2K | 0.01% | +12,300 | New |
| PFG Investments, LLC | 12,313 | $65.3K | 0.00% | −1,000−7.5% | Reduced |
| Diversified Enterprises, LLC | 12,316 | $65.3K | 0.00% | +12,316 | New |
| a16z Perennial Management, L.P. | 12,345 | $65.4K | 0.01% | +12,345 | New |
| Epoch Investment Partners, Inc. | 12,372 | $65.6K | 0.00% | −3,089−20.0% | Reduced |
| Foster Group, Inc. | 12,376 | $65.6K | 0.00% | +1,337+12.1% | Added |
| Crestwood Advisors Group LLC | 12,554 | $66.5K | 0.00% | +12,554 | New |
| Insigneo Advisory Services, LLC | 12,666 | $67.1K | 0.00% | −18,217−59.0% | Reduced |
| Trajan Wealth LLC | 12,683 | $67.2K | 0.00% | +12,683 | New |
| Great Diamond Partners, LLC | 12,845 | $68.1K | 0.01% | 00.0% | Unchanged |
| Bank Hapoalim BM | 13,000 | $69.0K | 0.01% | 00.0% | Unchanged |
| Sentinus, LLC | 13,043 | $69.1K | 0.01% | +40.0% | Added |
| David Loasby | 12,659 | $69.2K | 0.00% | +12,659 | New |
| HBK Sorce Advisory LLC | 11,775 | $69.6K | 0.00% | +241+2.1% | Added |
| Root Financial Partners, LLC | 13,218 | $70.1K | 0.00% | +468+3.7% | Added |
| Boston Private Wealth LLC | 13,333 | $70.7K | 0.00% | +166+1.3% | Added |
| Capital Performance Advisors LLP | 13,360 | $70.8K | 0.01% | −121−0.9% | Reduced |
| Genus Capital Management Inc. | 13,365 | $70.8K | 0.01% | +13,365 | New |
| James Hambro & Partners | 13,473 | $71.3K | 0.00% | +13,473 | New |
| Robertson Stephens Wealth Management, LLC | 13,540 | $71.8K | 0.00% | −324−2.3% | Reduced |
| Legacy Financial Group, Inc. | 13,581 | $72.0K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 13,737 | $72.8K | 0.00% | −18−0.1% | Reduced |
| MAI Capital Management | 13,864 | $73.5K | 0.00% | +2,284+19.7% | Added |
| August Group Capital Ltd | 14,131 | $74.9K | 0.08% | +14,131 | New |
| Snowden Capital Advisors LLC | 14,164 | $75.1K | 0.00% | +544+4.0% | Added |
| Moody National Bank Trust Division | 14,405 | $76.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 14,600 | $77.4K | 0.01% | +4,139+39.6% | Added |
| Pure Financial Advisors, Inc. | 14,659 | $77.7K | 0.00% | +14,659 | New |
| Rothschild Investment LLC | 14,682 | $77.8K | 0.00% | +198+1.4% | Added |
| Intergy Private Wealth, LLC | 14,688 | $77.8K | 0.02% | +544+3.8% | Added |
| Financial Network Wealth Management LLC | 14,840 | $78.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 14,731 | $78.1K | 0.01% | −427−2.8% | Reduced |
| TD Waterhouse Canada Inc. | 14,770 | $78.1K | 0.00% | +6,782+84.9% | Added |
| Jefferies Financial Group Inc. | 14,851 | $78.7K | 0.00% | +14,851 | New |
| J. Derek Lewis & Associates Inc. | 15,000 | $79.5K | 0.02% | +15,000 | New |
| Fiduciary Financial Group, LLC | 15,110 | $80.1K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,114 | $80.1K | 0.00% | −751−4.7% | Reduced |
| Summit Trail Advisors, LLC | 15,412 | $81.7K | 0.00% | −13,011−45.8% | Reduced |
| Magnus Financial Group LLC | 15,711 | $83.3K | 0.01% | +15,711 | New |
| AlTi Global, Inc. | 15,794 | $83.7K | 0.00% | +1,100+7.5% | Added |
| 71 West Capital Partners | 15,872 | $84.1K | 0.00% | +15,872 | New |
| SBI Securities Co., Ltd. | 15,925 | $84.4K | 0.00% | −850−5.1% | Reduced |
| RWM Asset Management, LLC | 14,840 | $84.4K | 0.01% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 16,089 | $85.3K | 0.02% | +95+0.6% | Added |
| HSBC Holdings PLC | 16,234 | $86.0K | 0.00% | +60.0% | Added |
| Impact Capital Partners LLC | 16,239 | $86.1K | 0.03% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 16,531 | $87.6K | 0.01% | +949+6.1% | Added |
| Axxcess Wealth Management, LLC | 16,575 | $87.8K | 0.00% | −81−0.5% | Reduced |
| Sym Financial Corp | 16,794 | $89.0K | 0.01% | +930+5.9% | Added |
| Arkadios Wealth Advisors | 16,959 | $89.9K | 0.00% | +2,626+18.3% | Added |
| Seven Mile Advisory | 16,970 | $89.9K | 0.02% | −1,777−9.5% | Reduced |
| Capital Asset Advisory Services LLC | 16,575 | $90.2K | 0.00% | −81−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,469 | $92.5K | 0.00% | +1,050+6.4% | Added |
| Caitong International Asset Management Co., Ltd | 17,520 | $92.9K | 0.02% | +17,520 | New |
| Silver Oak Securities, Inc | 17,445 | $93.0K | 0.01% | −103−0.6% | Reduced |
| Wedbush Securities Inc | 17,587 | $93.0K | 0.00% | +5,239+42.4% | Added |
| Steward Partners Investment Advisory, LLC | 17,708 | $93.9K | 0.00% | −2,417−12.0% | Reduced |
| Abacus Wealth Partners, LLC | 17,729 | $94.0K | 0.01% | +17,729 | New |
| Lazari Capital Management, Inc. | 17,991 | $95.4K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 18,131 | $96.1K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 18,869 | $100.0K | 0.00% | +2,009+11.9% | Added |
| Berger Financial Group, Inc | 19,547 | $103.6K | 0.01% | −85−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 19,616 | $104.0K | 0.02% | −2,129−9.8% | Reduced |
| Baird Financial Group, Inc. | 19,926 | $105.6K | 0.00% | +6,649+50.1% | Added |
| Xponance, Inc. | 20,138 | $106.7K | 0.00% | +2,146+11.9% | Added |
| Advisors Management Group Inc | 20,148 | $107.0K | 0.02% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 20,271 | $107.4K | 0.04% | +652+3.3% | Added |
| Evoke Wealth, LLC | 20,372 | $108.0K | 0.00% | +6,498+46.8% | Added |
| Sapient Capital LLC | 20,314 | $108.3K | 0.00% | +20,314 | New |