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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 20,597 | $109.2K | 0.01% | +2,608+14.5% | Added |
| Brio Consultants, LLC | 20,876 | $110.6K | 0.01% | +2,814+15.6% | Added |
| Breakwater Capital Group | 21,006 | $111.3K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 21,129 | $112.0K | 0.00% | −2,881−12.0% | Reduced |
| Wealth Alliance | 21,144 | $112.1K | 0.01% | −813−3.7% | Reduced |
| D'Orazio & Associates, Inc. | 21,190 | $112.3K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 21,195 | $112.3K | 0.00% | +6,889+48.2% | Added |
| Curated Wealth Partners LLC | 21,353 | $113.2K | 0.01% | +21,353 | New |
| TFB Advisors LLC | 21,524 | $114.1K | 0.03% | +2,200+11.4% | Added |
| Centurion Wealth Management LLC | 21,635 | $114.7K | 0.03% | +394+1.9% | Added |
| Morningstar Investment Management LLC | 21,680 | $115.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22,181 | $117.6K | 0.08% | −64−0.3% | Reduced |
| Baldwin Brothers Inc | 22,191 | $117.6K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 22,241 | $117.9K | 0.00% | +6,803+44.1% | Added |
| Wealthspire Advisors, LLC | 22,749 | $120.6K | 0.00% | +19,448+589.2% | Added |
| Choate Investment Advisors | 23,163 | $122.8K | 0.00% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 23,615 | $125.2K | 0.03% | −3,621−13.3% | Reduced |
| Magnetar Financial LLC | 23,645 | $125.3K | 0.00% | +23,645 | New |
| Cooper Financial Group | 23,806 | $126.2K | 0.01% | +3,536+17.4% | Added |
| Hilltop Holdings Inc. | 24,084 | $127.6K | 0.01% | +4,515+23.1% | Added |
| Virtue Capital Management, LLC | 23,720 | $127.9K | 0.02% | +22,369+1,655.7% | Added |
| Lifeworks Advisors, LLC | 24,235 | $128.4K | 0.02% | +953+4.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,303 | $128.8K | 0.00% | +10,819+80.2% | Added |
| Carter Financial Group, INC. | 24,319 | $128.9K | 0.08% | +24,319 | New |
| Flatrock Wealth Partners LLC | 24,330 | $129.0K | 0.06% | +24,330 | New |
| Keynote Financial Services LLC | 24,400 | $129.3K | 0.07% | 00.0% | Unchanged |
| CPA Asset Management LLC | 24,474 | $129.7K | 0.05% | +24,474 | New |
| PFG Advisors | 24,584 | $130.3K | 0.01% | −8,131−24.9% | Reduced |
| Sage Mountain Advisors LLC | 24,681 | $130.8K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 24,800 | $131.4K | 0.14% | −3,200−11.4% | Reduced |
| ProVise Management Group, LLC | 24,827 | $131.6K | 0.01% | +65+0.3% | Added |
| Retirement Planning Co of New England, Inc. | 25,206 | $133.6K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 25,339 | $134.3K | 0.00% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 25,656 | $136.0K | 0.01% | −486−1.9% | Reduced |
| New York State Common Retirement Fund | 25,812 | $136.8K | 0.00% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 25,148 | $136.8K | 0.01% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 26,042 | $138.0K | 0.20% | +26,042 | New |
| Squarepoint Ops LLC | 26,203 | $138.9K | 0.00% | +3,491+15.4% | Added |
| Traveka Wealth, LLC | 26,401 | $139.9K | 0.06% | +190+0.7% | Added |
| 55 North Private Wealth, LLC | 26,628 | $141.1K | 0.04% | +26,628 | New |
| Van Diest Capital, LLC | 26,725 | $141.6K | 0.21% | +26,725 | New |
| Brentview Investment Management LLC | 26,741 | $141.7K | 0.06% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 26,804 | $142.1K | 0.00% | +3,660+15.8% | Added |
| TownSquare Capital, LLC | 27,053 | $143.4K | 0.03% | +3,052+12.7% | Added |
| Basecamp Wealth Advisors LLC | 27,074 | $143.5K | 0.03% | +27,074 | New |
| CFO4Life Group, LLC | 27,159 | $143.9K | 0.02% | −3,104−10.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 27,247 | $144.4K | 0.02% | −44−0.2% | Reduced |
| Livet Wealth, LLC | 27,953 | $148.2K | 0.09% | +27,953 | New |
| Guggenheim Capital LLC | 28,177 | $149.3K | 0.00% | +105+0.4% | Added |
| Prosperity Consulting Group, LLC | 28,567 | $151.4K | 0.01% | +260+0.9% | Added |
| Continuum Advisory, LLC | 28,591 | $151.5K | 0.02% | −3,913−12.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 28,658 | $151.9K | 0.00% | +2,661+10.2% | Added |
| Ariadne Wealth Management, LP | 26,381 | $153.5K | 0.06% | 00.0% | Unchanged |
| Gibbs Wealth Management | 28,440 | $153.9K | 0.04% | +630+2.3% | Added |
| Riversedge Advisors, LLC | 29,039 | $153.9K | 0.03% | +1,226+4.4% | Added |
| EP Wealth Advisors, LLC | 29,140 | $154.4K | 0.00% | +29,140 | New |
| GWM Advisors LLC | 29,544 | $156.6K | 0.00% | +7,554+34.4% | Added |
| Meriwether Wealth & Planning, LLC | 29,614 | $157.0K | 0.09% | −6,714−18.5% | Reduced |
| Portside Wealth Group, LLC | 30,728 | $162.9K | 0.02% | +15,483+101.6% | Added |
| IFP Advisors, Inc | 31,037 | $164.5K | 0.00% | −1,281−4.0% | Reduced |
| Summit Financial, LLC | 31,287 | $165.8K | 0.00% | −3,116−9.1% | Reduced |
| SPWM Advisors LLC | 32,071 | $170.0K | 0.16% | +32,071 | New |
| Wedmont Private Capital | 32,264 | $172.6K | 0.01% | +1,816+6.0% | Added |
| Buckingham Strategic Partners | 32,602 | $172.8K | 0.00% | +10,093+44.8% | Added |
| Ausdal Financial Partners, Inc. | 32,971 | $174.7K | 0.01% | −2,646−7.4% | Reduced |
| Platform Technology Partners | 33,641 | $178.3K | 0.04% | −260−0.8% | Reduced |
| Pensionmark Financial Group, LLC | 34,249 | $181.5K | 0.00% | +5,974+21.1% | Added |
| TCG Advisory Services, LLC | 34,651 | $183.7K | 0.01% | +2,878+9.1% | Added |
| Addison Advisors LLC | 35,623 | $188.8K | 0.04% | +118+0.3% | Added |
| Optas, LLC | 35,627 | $188.8K | 0.03% | −322−0.9% | Reduced |
| Keel Point, LLC | 36,118 | $191.4K | 0.01% | +534+1.5% | Added |
| Earnest Partners LLC | 36,814 | $195.1K | 0.00% | −5,881−13.8% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 37,096 | $196.6K | 0.12% | +37,096 | New |
| AMG National Trust Bank | 38,263 | $202.8K | 0.00% | −417,676−91.6% | Reduced |
| First Horizon Corp | 38,465 | $203.9K | 0.01% | +19,979+108.1% | Added |
| Purkiss Capital Advisors LLC | 39,260 | $208.1K | 0.10% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 40,583 | $215.1K | 0.00% | +16,628+69.4% | Added |
| Fox Run Management, L.L.C. | 41,594 | $220.4K | 0.03% | +41,594 | New |
| Cromwell Holdings LLC | 41,924 | $222.2K | 0.12% | 00.0% | Unchanged |
| Chicago Trust Co NA | 42,000 | $222.6K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 42,912 | $227.4K | 0.00% | +173+0.4% | Added |
| Merit Financial Group, LLC | 43,406 | $230.1K | 0.00% | +5,804+15.4% | Added |
| Trust Point Inc. | 43,921 | $232.8K | 0.02% | +13,840+46.0% | Added |
| Change Path, LLC | 44,928 | $238.1K | 0.01% | +10,136+29.1% | Added |
| Beverly Hills Private Wealth, LLC | 45,295 | $240.1K | 0.04% | −13,775−23.3% | Reduced |
| New Republic Capital, LLC | 45,384 | $240.5K | 0.06% | +24,937+122.0% | Added |
| Two Sigma Securities, LLC | 45,429 | $240.8K | 0.03% | −711−1.5% | Reduced |
| Toronto Dominion Bank | 46,095 | $244.0K | 0.00% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 46,743 | $247.7K | 0.05% | +130+0.3% | Added |
| Perigon Wealth Management, LLC | 46,975 | $249.0K | 0.00% | +165+0.4% | Added |
| Sage Rhino Capital LLC | 48,152 | $255.2K | 0.05% | −281−0.6% | Reduced |
| Evolve Private Wealth, LLC | 48,409 | $256.6K | 0.02% | +48,409 | New |
| West Family Investments, Inc. | 48,734 | $258.3K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 49,109 | $260.3K | 0.00% | −4,472−8.3% | Reduced |
| HighPoint Advisor Group LLC | 49,339 | $261.5K | 0.01% | +544+1.1% | Added |
| UBS Asset Management Americas Inc | 49,642 | $263.1K | 0.00% | +49,642 | New |
| Frec Markets, Inc. | 49,717 | $263.5K | 0.08% | +49,717 | New |
| Clarius Group, LLC | 49,760 | $263.7K | 0.02% | 00.0% | Unchanged |
| one8zero8, LLC | 50,000 | $265.0K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 50,420 | $267.2K | 0.05% | +9,647+23.7% | Added |