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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 169,615 | $899.0K | 0.12% | −57,504−25.3% | Reduced |
| Susquehanna International Group, LLP | 171,615 | $909.6K | 0.00% | −43,478−20.2% | Reduced |
| Sivia Capital Partners, LLC | 171,907 | $911.1K | 0.18% | +31,863+22.8% | Added |
| Acadian Asset Management LLC | 175,371 | $928.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 175,469 | $930.0K | 0.03% | −1,277,387−87.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 175,610 | $930.7K | 0.23% | −5,643−3.1% | Reduced |
| CI Private Wealth, LLC | 176,001 | $932.8K | 0.00% | −1,327−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 180,246 | $955.3K | 0.11% | +35,862+24.8% | Added |
| Forum Financial Management, LP | 181,796 | $963.5K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 183,461 | $998.0K | 0.00% | +31,872+21.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 191,968 | $1.02M | 0.01% | +11,662+6.5% | Added |
| Ellevest, Inc. | 194,779 | $1.03M | 0.14% | −224−0.1% | Reduced |
| Sanctuary Advisors, LLC | 195,055 | $1.03M | 0.01% | +2,598+1.3% | Added |
| Intrust Bank NA | 229,364 | $1.22M | 0.10% | +14,566+6.8% | Added |
| Rhumbline Advisers | 230,201 | $1.22M | 0.00% | +76,779+50.0% | Added |
| Koss-Olinger Consulting, LLC | 231,342 | $1.23M | 0.09% | −72,400−23.8% | Reduced |
| Brinker Capital Investments, LLC | 233,021 | $1.24M | 0.01% | +37,583+19.2% | Added |
| Ieq Capital, LLC | 247,230 | $1.31M | 0.00% | +6,208+2.6% | Added |
| Dynasty Wealth Management, LLC | 253,461 | $1.34M | 0.01% | +84,029+49.6% | Added |
| Voya Financial Advisors, Inc. | 253,845 | $1.35M | 0.13% | +197+0.1% | Added |
| Revisor Wealth Management LLC | 252,396 | $1.37M | 0.37% | +126,621+100.7% | Added |
| Coldstream Capital Management Inc | 266,662 | $1.41M | 0.02% | −41,127−13.4% | Reduced |
| Private Advisor Group, LLC | 273,792 | $1.45M | 0.01% | +16,522+6.4% | Added |
| Callan Family Office, LLC | 277,325 | $1.47M | 0.03% | +71,942+35.0% | Added |
| Royal Palms Capital LLC | 278,661 | $1.48M | 1.75% | +278,661 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 278,900 | $1.48M | 0.07% | +278,900 | New |
| The PNC Financial Services Group, Inc. | 282,448 | $1.50M | 0.00% | −56,673−16.7% | Reduced |
| Invesco Ltd. | 283,297 | $1.50M | 0.00% | +38,289+15.6% | Added |
| Truist Financial Corp | 295,498 | $1.57M | 0.00% | +3,026+1.0% | Added |
| Hantz Financial Services, Inc. | 307,579 | $1.63M | 0.02% | +79,815+35.0% | Added |
| Signaturefd, LLC | 309,619 | $1.64M | 0.03% | −2,873−0.9% | Reduced |
| HRT Financial LP | 314,721 | $1.67M | 0.01% | +314,721 | New |
| Park Avenue Securities LLC | 323,387 | $1.71M | 0.01% | −3,953−1.2% | Reduced |
| Quadrant Capital Group LLC | 325,419 | $1.72M | 0.05% | −10,714−3.2% | Reduced |
| Atria Investments LLC | 325,896 | $1.73M | 0.02% | +59,618+22.4% | Added |
| Russell Investments Group, Ltd. | 330,370 | $1.75M | 0.00% | +65,450+24.7% | Added |
| Two Sigma Advisers, LP | 332,200 | $1.76M | 0.00% | +248,300+295.9% | Added |
| Twin City Private Wealth, LLC | 338,220 | $1.79M | 1.36% | −50,573−13.0% | Reduced |
| Principal Securities, Inc. | 342,808 | $1.82M | 0.03% | +22,384+7.0% | Added |
| Laird Norton Trust Company, LLC | 345,933 | $1.83M | 0.04% | +345,933 | New |
| BTC Capital Management, Inc. | 348,118 | $1.85M | 0.13% | +348,118 | New |
| Naviter Wealth, LLC | 356,222 | $1.89M | 0.25% | −34,333−8.8% | Reduced |
| Lockheed Martin Investment Management Co | 388,170 | $2.06M | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 397,465 | $2.11M | 0.00% | +19,099+5.0% | Added |
| Vident Advisory, LLC | 399,308 | $2.12M | 0.02% | −64,414−13.9% | Reduced |
| CAPROCK Group, Inc. | 414,188 | $2.20M | 0.05% | −14,757−3.4% | Reduced |
| HF Advisory Group, LLC | 421,216 | $2.23M | 0.78% | +19,512+4.9% | Added |
| Cookson Peirce & Co Inc | 428,958 | $2.27M | 0.09% | −114,720−21.1% | Reduced |
| Skopos Labs, Inc. | 454,021 | $2.41M | 0.11% | +314,481+225.4% | Added |
| Global Retirement Partners, LLC | 476,637 | $2.53M | 0.04% | +67,825+16.6% | Added |
| NewEdge Wealth, LLC | 484,036 | $2.57M | 0.03% | −29,291−5.7% | Reduced |
| Prospera Financial Services Inc | 493,442 | $2.62M | 0.04% | +460,431+1,394.8% | Added |
| Citigroup Inc | 497,139 | $2.63M | 0.00% | −364,174−42.3% | Reduced |
| Atomi Financial Group, Inc. | 498,691 | $2.64M | 0.08% | +128,289+34.6% | Added |
| Qube Research & Technologies Ltd | 515,412 | $2.73M | 0.00% | +515,412 | New |
| Renaissance Technologies LLC | 519,800 | $2.75M | 0.00% | −4,650,200−89.9% | Reduced |
| First Trust Advisors LP | 526,739 | $2.79M | 0.00% | +29,899+6.0% | Added |
| Pathstone Holdings, LLC | 555,694 | $2.95M | 0.01% | +15,218+2.8% | Added |
| Cerity Partners LLC | 561,924 | $2.98M | 0.00% | +71,546+14.6% | Added |
| XTX Topco Ltd | 565,549 | $3.00M | 0.08% | +447,433+378.8% | Added |
| Oppenheimer Asset Management Inc. | 620,239 | $3.29M | 0.04% | −104,614−14.4% | Reduced |
| SEI Investments Co | 652,015 | $3.46M | 0.00% | +17,846+2.8% | Added |
| Stifel Financial Corp | 653,363 | $3.46M | 0.00% | +61,564+10.4% | Added |
| BNP Paribas Arbitrage, SA | 679,441 | $3.60M | 0.00% | −371,498−35.3% | Reduced |
| Ameriprise Financial Inc | 700,332 | $3.71M | 0.00% | −41,442−5.6% | Reduced |
| HighTower Advisors, LLC | 763,810 | $4.05M | 0.00% | +8,405+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 817,225 | $4.33M | 0.06% | +352,038+75.7% | Added |
| JustInvest LLC | 851,384 | $4.51M | 0.04% | +28,626+3.5% | Added |
| US Bancorp | 908,470 | $4.81M | 0.01% | −138,895−13.3% | Reduced |
| Rockefeller Capital Management L.P. | 921,703 | $4.89M | 0.01% | +7,570+0.8% | Added |
| Eagle Global Advisors LLC | 980,000 | $5.19M | 0.19% | +50,000+5.4% | Added |
| Mariner, LLC | 983,459 | $5.21M | 0.01% | +91,951+10.3% | Added |
| Colony Group, LLC | 989,792 | $5.23M | 0.01% | +52,378+5.6% | Added |
| Ritholtz Wealth Management | 995,220 | $5.27M | 0.10% | +25,669+2.6% | Added |
| Mercer Global Advisors Inc | 1,018,993 | $5.40M | 0.01% | +2920.0% | Added |
| UBS Group AG | 1,021,088 | $5.41M | 0.00% | −5,593,607−84.6% | Reduced |
| Royal Bank of Canada | 1,074,048 | $5.69M | 0.00% | +82,705+8.3% | Added |
| Henry James International Management, Inc. | 1,110,928 | $5.89M | 1.86% | +278,600+33.5% | Added |
| Beck Bode, LLC | 1,198,846 | $6.35M | 1.06% | −68,341−5.4% | Reduced |
| MML Investors Services, LLC | 1,250,381 | $6.63M | 0.02% | +140,968+12.7% | Added |
| Logan Capital Management Inc | 1,258,776 | $6.67M | 0.28% | +112,845+9.8% | Added |
| Natixis Advisors, L.P. | 1,270,284 | $6.73M | 0.01% | −358,181−22.0% | Reduced |
| QRG Capital Management, Inc. | 1,421,576 | $7.53M | 0.08% | +83,844+6.3% | Added |
| Ethic Inc. | 1,473,080 | $7.81M | 0.12% | +50,167+3.5% | Added |
| Creative Planning | 1,492,606 | $7.91M | 0.01% | +37,294+2.6% | Added |
| JPMorgan Chase & Co | 1,627,532 | $8.63M | 0.00% | −506,842−23.7% | Reduced |
| Bank of New York Mellon Corp | 1,645,966 | $8.72M | 0.00% | +778,868+89.8% | Added |
| Cetera Investment Advisers | 1,798,065 | $9.53M | 0.01% | −52,209−2.8% | Reduced |
| Citadel Advisors LLC | 1,879,290 | $9.96M | 0.01% | +807,855+75.4% | Added |
| Clearbridge Investments, LLC | 2,057,267 | $10.9M | 0.01% | −25,079−1.2% | Reduced |
| LPL Financial LLC | 2,092,012 | $11.1M | 0.00% | +109,009+5.5% | Added |
| Charles Schwab Investment Management Inc | 2,280,250 | $12.1M | 0.00% | +298,140+15.0% | Added |
| Raymond James Financial Inc | 2,368,327 | $12.6M | 0.00% | +88,309+3.9% | Added |
| Jane Street Group, LLC | 2,380,451 | $12.6M | 0.01% | +1,418,381+147.4% | Added |
| AQR Capital Management LLC | 2,409,680 | $12.8M | 0.01% | +654,579+37.3% | Added |
| CIBC World Markets Inc. | 2,426,464 | $12.9M | 0.02% | −1,039,864−30.0% | Reduced |
| Point72 Asset Management, L.P. | 2,941,493 | $15.6M | 0.02% | +2,736,293+1,333.5% | Added |
| Janney Capital Management LLC | 3,001,295 | $15.9M | 1.00% | −66,069−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,055,373 | $16.2M | 0.09% | +196,875+6.9% | Added |
| Assetmark, Inc | 3,416,144 | $18.1M | 0.04% | +660,256+24.0% | Added |