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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 50,769 | $269.1K | 0.00% | +3,423+7.2% | Added |
| Anchyra Partners LLC | 51,533 | $273.1K | 0.08% | +51,533 | New |
| Checchi Capital Advisers, LLC | 52,359 | $277.5K | 0.02% | +802+1.6% | Added |
| Hilton Head Capital Partners, LLC | 52,625 | $278.9K | 0.16% | +52,625 | New |
| Virtu Financial LLC | 53,006 | $281.0K | 0.01% | +53,006 | New |
| Arlington Capital Management, Inc. | 53,534 | $283.7K | 0.17% | +4,058+8.2% | Added |
| Anchor Investment Management, LLC | 54,000 | $286.2K | 0.02% | −12,000−18.2% | Reduced |
| Allworth Financial LP | 54,447 | $288.6K | 0.00% | +3,568+7.0% | Added |
| Five Oceans Advisors | 54,791 | $290.4K | 0.10% | 00.0% | Unchanged |
| Savant Capital, LLC | 54,912 | $291.0K | 0.00% | +11,789+27.3% | Added |
| Pinnacle Financial Partners, Inc. | 55,434 | $293.8K | 0.00% | +55,434 | New |
| Lido Advisors, LLC | 64,017 | $295.3K | 0.00% | +6,170+10.7% | Added |
| Ascent Group, LLC | 55,907 | $296.3K | 0.01% | +88+0.2% | Added |
| Greenspring Advisors, LLC | 58,039 | $307.6K | 0.02% | +58,039 | New |
| Traub Capital Management LLC | 58,383 | $309.4K | 0.30% | −6,075−9.4% | Reduced |
| State Street Corp | 58,414 | $309.6K | 0.00% | +320+0.6% | Added |
| SmartHarvest Portfolios, LLC | 58,531 | $310.2K | 0.11% | +58,531 | New |
| Transcend Wealth Collective, LLC | 59,056 | $313.0K | 0.02% | +18,344+45.1% | Added |
| Alliance Wealth Advisors, LLC | 60,063 | $318.3K | 0.15% | −508−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 60,090 | $318.5K | 0.02% | +1,225+2.1% | Added |
| Parallel Advisors, LLC | 60,157 | $318.8K | 0.01% | +218+0.4% | Added |
| Natural Investments, LLC | 61,114 | $323.0K | 0.08% | +8,344+15.8% | Added |
| Keybank National Association | 61,660 | $326.8K | 0.00% | +24,567+66.2% | Added |
| Foundations Investment Advisors, LLC | 61,798 | $327.5K | 0.00% | −13,869−18.3% | Reduced |
| Cape Investment Advisory, Inc. | 61,945 | $328.3K | 0.10% | +2,955+5.0% | Added |
| PDS Planning, Inc | 63,071 | $334.3K | 0.02% | +3,336+5.6% | Added |
| BSW Wealth Partners | 63,438 | $336.2K | 0.04% | +641+1.0% | Added |
| HB Wealth Management, LLC | 65,748 | $348.5K | 0.00% | +2,850+4.5% | Added |
| Silvercrest Asset Management Group LLC | 66,229 | $351.0K | 0.00% | +19,823+42.7% | Added |
| Benjamin Edwards Inc | 67,534 | $357.9K | 0.00% | +16,141+31.4% | Added |
| Aegis Wealth Management LLC | 68,041 | $360.6K | 0.20% | −23,771−25.9% | Reduced |
| Advisory Services Network, LLC | 68,313 | $362.1K | 0.01% | +869+1.3% | Added |
| Sagespring Wealth Partners, LLC | 68,934 | $365.3K | 0.01% | +7,896+12.9% | Added |
| AlphaCore Capital LLC | 68,955 | $365.5K | 0.01% | −16,951−19.7% | Reduced |
| Quantinno Capital Management LP | 69,859 | $370.3K | 0.00% | +29,727+74.1% | Added |
| CWM, LLC | 70,255 | $372.0K | 0.00% | +19,015+37.1% | Added |
| Foster Victor Wealth Advisors, LLC | 70,113 | $384.9K | 0.02% | +15,072+27.4% | Added |
| Jones Financial Companies LLLP | 74,043 | $392.4K | 0.00% | +5,890+8.6% | Added |
| Valeo Financial Advisors, LLC | 77,387 | $410.1K | 0.01% | +706+0.9% | Added |
| Farther Finance Advisors, LLC | 78,769 | $417.5K | 0.00% | +40,911+108.1% | Added |
| GAMMA Investing LLC | 78,991 | $418.7K | 0.02% | +2,852+3.7% | Added |
| Mount Yale Investment Advisors, LLC | 79,364 | $420.6K | 0.02% | +48,961+161.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 79,754 | $422.7K | 0.00% | +8,639+12.1% | Added |
| TD Private Client Wealth LLC | 79,950 | $423.7K | 0.01% | −6,682−7.7% | Reduced |
| Abel Hall, LLC | 83,374 | $441.9K | 0.10% | +48,279+137.6% | Added |
| EverSource Wealth Advisors, LLC | 84,042 | $445.4K | 0.02% | +4,496+5.7% | Added |
| M&T Bank Corp | 85,207 | $452.0K | 0.00% | −2,475−2.8% | Reduced |
| National Bank of Canada | 85,602 | $452.6K | 0.00% | −2,604−3.0% | Reduced |
| Franklin Resources Inc | 89,499 | $474.3K | 0.00% | −119−0.1% | Reduced |
| Cypress Wealth Services, LLC | 89,676 | $475.3K | 0.07% | −1,168−1.3% | Reduced |
| Bank of Nova Scotia | 89,990 | $476.9K | 0.00% | −4,275−4.5% | Reduced |
| Tranquilli Financial Advisor LLC | 90,094 | $477.5K | 0.28% | +6,140+7.3% | Added |
| Smartleaf Asset Management LLC | 90,619 | $483.0K | 0.02% | +10,751+13.5% | Added |
| May Hill Capital, LLC | 91,680 | $485.9K | 0.13% | +5,351+6.2% | Added |
| SRS Capital Advisors, Inc. | 91,763 | $486.3K | 0.01% | −307,946−77.0% | Reduced |
| William John Sempolinski | 94,132 | $498.9K | 0.25% | +94,132 | New |
| Independent Advisor Alliance | 94,660 | $501.7K | 0.01% | +13,485+16.6% | Added |
| GeoWealth Management, LLC | 94,898 | $503.0K | 0.02% | +1,381+1.5% | Added |
| Eagle Rock Investment Company, LLC | 97,591 | $517.2K | 0.07% | −27,322−21.9% | Reduced |
| Cetera Trust Company, N.A | 99,725 | $528.5K | 0.28% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 101,991 | $540.6K | 0.18% | +28,952+39.6% | Added |
| We Are One Seven, LLC | 102,483 | $543.2K | 0.01% | +20,123+24.4% | Added |
| Aprio Wealth Management, LLC | 102,533 | $543.4K | 0.03% | +876+0.9% | Added |
| Commonwealth Equity Services, LLC | 103,660 | $549.4K | 0.00% | −21,868−17.4% | Reduced |
| Papamarkou Wellner Asset Management inc. | 104,100 | $551.7K | 0.33% | +2,000+2.0% | Added |
| Old Mission Capital LLC | 104,383 | $553.2K | 0.02% | +104,383 | New |
| Barclays PLC | 104,700 | $554.9K | 0.00% | +102,650+5,007.3% | Added |
| Flow Traders U.S. LLC | 107,422 | $569.0K | 0.02% | +107,422 | New |
| Edge Wealth Management LLC | 110,000 | $583.0K | 0.10% | −90,000−45.0% | Reduced |
| Apollon Wealth Management, LLC | 110,671 | $586.6K | 0.01% | −12,716−10.3% | Reduced |
| Advisor Group Holdings, Inc. | 111,979 | $593.5K | 0.00% | −80,496−41.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 112,072 | $594.0K | 0.00% | +10,479+10.3% | Added |
| Sequoia Financial Advisors, LLC | 114,330 | $606.0K | 0.00% | +1,448+1.3% | Added |
| RSM US Wealth Management LLC | 114,061 | $607.9K | 0.01% | +13,876+13.9% | Added |
| Drucker Wealth 3.0, LLC | 115,278 | $611.0K | 0.11% | −61,797−34.9% | Reduced |
| Integrated Wealth Concepts LLC | 116,034 | $615.0K | 0.01% | −25,593−18.1% | Reduced |
| Evergreen Capital Management LLC | 117,638 | $623.5K | 0.01% | −9,184−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 119,781 | $635.0K | 0.00% | −3,291−2.7% | Reduced |
| Stephens Inc | 120,951 | $641.0K | 0.01% | +3,502+3.0% | Added |
| Glenmede Trust Co NA | 122,364 | $648.5K | 0.00% | +122,364 | New |
| United Capital Financial Advisers, LLC | 122,963 | $651.7K | 0.00% | −1,947−1.6% | Reduced |
| Janney Montgomery Scott LLC | 123,860 | $656.0K | 0.00% | +29,519+31.3% | Added |
| Captrust Financial Advisors | 124,231 | $658.4K | 0.00% | +1,438+1.2% | Added |
| Ronald Blue Trust, Inc. | 124,960 | $662.3K | 0.01% | −8,496−6.4% | Reduced |
| Vise Technologies, Inc. | 128,362 | $680.3K | 0.01% | +128,362 | New |
| Yousif Capital Management, LLC | 128,373 | $706.1K | 0.01% | −36,920−22.3% | Reduced |
| Capital Fund Management S.A. | 135,919 | $720.4K | 0.01% | +135,919 | New |
| Quantbot Technologies LP | 136,872 | $725.4K | 0.02% | +39,708+40.9% | Added |
| Dorsey & Whitney Trust CO LLC | 137,377 | $728.1K | 0.04% | +10,720+8.5% | Added |
| Syon Capital LLC | 140,676 | $745.6K | 0.04% | +144+0.1% | Added |
| Symmetry Investments LP | 145,800 | $772.7K | 0.14% | −428,305−74.6% | Reduced |
| Marino, Stram & Associates LLC | 146,357 | $775.7K | 0.14% | +6,988+5.0% | Added |
| CIBC Asset Management Inc | 153,060 | $811.2K | 0.00% | +20,489+15.5% | Added |
| Allspring Global Investments Holdings, LLC | 156,298 | $849.5K | 0.00% | +31,527+25.3% | Added |
| Bank of Montreal | 160,835 | $852.4K | 0.00% | −61,263−27.6% | Reduced |
| Gallacher Capital Management LLC | 161,785 | $857.5K | 0.33% | −789−0.5% | Reduced |
| Ballentine Partners, LLC | 163,649 | $867.3K | 0.01% | +6,179+3.9% | Added |
| Pinnacle Associates Ltd | 164,875 | $873.8K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 166,388 | $881.9K | 0.05% | +29,931+21.9% | Added |
| Kathmere Capital Management, LLC | 167,904 | $889.9K | 0.06% | +9,785+6.2% | Added |