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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 233,021 | $1.24M | 0.01% | +37,583+19.2% | Added |
| Koss-Olinger Consulting, LLC | 231,342 | $1.23M | 0.09% | −72,400−23.8% | Reduced |
| Rhumbline Advisers | 230,201 | $1.22M | 0.00% | +76,779+50.0% | Added |
| Intrust Bank NA | 229,364 | $1.22M | 0.10% | +14,566+6.8% | Added |
| Sanctuary Advisors, LLC | 195,055 | $1.03M | 0.01% | +2,598+1.3% | Added |
| Ellevest, Inc. | 194,779 | $1.03M | 0.14% | −224−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 191,968 | $1.02M | 0.01% | +11,662+6.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 183,461 | $998.0K | 0.00% | +31,872+21.0% | Added |
| Forum Financial Management, LP | 181,796 | $963.5K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 180,246 | $955.3K | 0.11% | +35,862+24.8% | Added |
| CI Private Wealth, LLC | 176,001 | $932.8K | 0.00% | −1,327−0.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 175,610 | $930.7K | 0.23% | −5,643−3.1% | Reduced |
| Aquatic Capital Management LLC | 175,469 | $930.0K | 0.03% | −1,277,387−87.9% | Reduced |
| Acadian Asset Management LLC | 175,371 | $928.0K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 171,907 | $911.1K | 0.18% | +31,863+22.8% | Added |
| Susquehanna International Group, LLP | 171,615 | $909.6K | 0.00% | −43,478−20.2% | Reduced |
| Qtron Investments LLC | 169,615 | $899.0K | 0.12% | −57,504−25.3% | Reduced |
| Kathmere Capital Management, LLC | 167,904 | $889.9K | 0.06% | +9,785+6.2% | Added |
| Aaron Wealth Advisors | 166,388 | $881.9K | 0.05% | +29,931+21.9% | Added |
| Pinnacle Associates Ltd | 164,875 | $873.8K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 163,649 | $867.3K | 0.01% | +6,179+3.9% | Added |
| Gallacher Capital Management LLC | 161,785 | $857.5K | 0.33% | −789−0.5% | Reduced |
| Bank of Montreal | 160,835 | $852.4K | 0.00% | −61,263−27.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 156,298 | $849.5K | 0.00% | +31,527+25.3% | Added |
| CIBC Asset Management Inc | 153,060 | $811.2K | 0.00% | +20,489+15.5% | Added |
| Marino, Stram & Associates LLC | 146,357 | $775.7K | 0.14% | +6,988+5.0% | Added |
| Symmetry Investments LP | 145,800 | $772.7K | 0.14% | −428,305−74.6% | Reduced |
| Syon Capital LLC | 140,676 | $745.6K | 0.04% | +144+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 137,377 | $728.1K | 0.04% | +10,720+8.5% | Added |
| Quantbot Technologies LP | 136,872 | $725.4K | 0.02% | +39,708+40.9% | Added |
| Capital Fund Management S.A. | 135,919 | $720.4K | 0.01% | +135,919 | New |
| Yousif Capital Management, LLC | 128,373 | $706.1K | 0.01% | −36,920−22.3% | Reduced |
| Vise Technologies, Inc. | 128,362 | $680.3K | 0.01% | +128,362 | New |
| Ronald Blue Trust, Inc. | 124,960 | $662.3K | 0.01% | −8,496−6.4% | Reduced |
| Captrust Financial Advisors | 124,231 | $658.4K | 0.00% | +1,438+1.2% | Added |
| Janney Montgomery Scott LLC | 123,860 | $656.0K | 0.00% | +29,519+31.3% | Added |
| United Capital Financial Advisers, LLC | 122,963 | $651.7K | 0.00% | −1,947−1.6% | Reduced |
| Glenmede Trust Co NA | 122,364 | $648.5K | 0.00% | +122,364 | New |
| Stephens Inc | 120,951 | $641.0K | 0.01% | +3,502+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 119,781 | $635.0K | 0.00% | −3,291−2.7% | Reduced |
| Evergreen Capital Management LLC | 117,638 | $623.5K | 0.01% | −9,184−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 116,034 | $615.0K | 0.01% | −25,593−18.1% | Reduced |
| Drucker Wealth 3.0, LLC | 115,278 | $611.0K | 0.11% | −61,797−34.9% | Reduced |
| RSM US Wealth Management LLC | 114,061 | $607.9K | 0.01% | +13,876+13.9% | Added |
| Sequoia Financial Advisors, LLC | 114,330 | $606.0K | 0.00% | +1,448+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 112,072 | $594.0K | 0.00% | +10,479+10.3% | Added |
| Advisor Group Holdings, Inc. | 111,979 | $593.5K | 0.00% | −80,496−41.8% | Reduced |
| Apollon Wealth Management, LLC | 110,671 | $586.6K | 0.01% | −12,716−10.3% | Reduced |
| Edge Wealth Management LLC | 110,000 | $583.0K | 0.10% | −90,000−45.0% | Reduced |
| Flow Traders U.S. LLC | 107,422 | $569.0K | 0.02% | +107,422 | New |
| Barclays PLC | 104,700 | $554.9K | 0.00% | +102,650+5,007.3% | Added |
| Old Mission Capital LLC | 104,383 | $553.2K | 0.02% | +104,383 | New |
| Papamarkou Wellner Asset Management inc. | 104,100 | $551.7K | 0.33% | +2,000+2.0% | Added |
| Commonwealth Equity Services, LLC | 103,660 | $549.4K | 0.00% | −21,868−17.4% | Reduced |
| Aprio Wealth Management, LLC | 102,533 | $543.4K | 0.03% | +876+0.9% | Added |
| We Are One Seven, LLC | 102,483 | $543.2K | 0.01% | +20,123+24.4% | Added |
| Fortress Private Ledger, LLC | 101,991 | $540.6K | 0.18% | +28,952+39.6% | Added |
| Cetera Trust Company, N.A | 99,725 | $528.5K | 0.28% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 97,591 | $517.2K | 0.07% | −27,322−21.9% | Reduced |
| GeoWealth Management, LLC | 94,898 | $503.0K | 0.02% | +1,381+1.5% | Added |
| Independent Advisor Alliance | 94,660 | $501.7K | 0.01% | +13,485+16.6% | Added |
| William John Sempolinski | 94,132 | $498.9K | 0.25% | +94,132 | New |
| SRS Capital Advisors, Inc. | 91,763 | $486.3K | 0.01% | −307,946−77.0% | Reduced |
| May Hill Capital, LLC | 91,680 | $485.9K | 0.13% | +5,351+6.2% | Added |
| Smartleaf Asset Management LLC | 90,619 | $483.0K | 0.02% | +10,751+13.5% | Added |
| Tranquilli Financial Advisor LLC | 90,094 | $477.5K | 0.28% | +6,140+7.3% | Added |
| Bank of Nova Scotia | 89,990 | $476.9K | 0.00% | −4,275−4.5% | Reduced |
| Cypress Wealth Services, LLC | 89,676 | $475.3K | 0.07% | −1,168−1.3% | Reduced |
| Franklin Resources Inc | 89,499 | $474.3K | 0.00% | −119−0.1% | Reduced |
| National Bank of Canada | 85,602 | $452.6K | 0.00% | −2,604−3.0% | Reduced |
| M&T Bank Corp | 85,207 | $452.0K | 0.00% | −2,475−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 84,042 | $445.4K | 0.02% | +4,496+5.7% | Added |
| Abel Hall, LLC | 83,374 | $441.9K | 0.10% | +48,279+137.6% | Added |
| TD Private Client Wealth LLC | 79,950 | $423.7K | 0.01% | −6,682−7.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 79,754 | $422.7K | 0.00% | +8,639+12.1% | Added |
| Mount Yale Investment Advisors, LLC | 79,364 | $420.6K | 0.02% | +48,961+161.0% | Added |
| GAMMA Investing LLC | 78,991 | $418.7K | 0.02% | +2,852+3.7% | Added |
| Farther Finance Advisors, LLC | 78,769 | $417.5K | 0.00% | +40,911+108.1% | Added |
| Valeo Financial Advisors, LLC | 77,387 | $410.1K | 0.01% | +706+0.9% | Added |
| Jones Financial Companies LLLP | 74,043 | $392.4K | 0.00% | +5,890+8.6% | Added |
| Foster Victor Wealth Advisors, LLC | 70,113 | $384.9K | 0.02% | +15,072+27.4% | Added |
| CWM, LLC | 70,255 | $372.0K | 0.00% | +19,015+37.1% | Added |
| Quantinno Capital Management LP | 69,859 | $370.3K | 0.00% | +29,727+74.1% | Added |
| AlphaCore Capital LLC | 68,955 | $365.5K | 0.01% | −16,951−19.7% | Reduced |
| Sagespring Wealth Partners, LLC | 68,934 | $365.3K | 0.01% | +7,896+12.9% | Added |
| Advisory Services Network, LLC | 68,313 | $362.1K | 0.01% | +869+1.3% | Added |
| Aegis Wealth Management LLC | 68,041 | $360.6K | 0.20% | −23,771−25.9% | Reduced |
| Benjamin Edwards Inc | 67,534 | $357.9K | 0.00% | +16,141+31.4% | Added |
| Silvercrest Asset Management Group LLC | 66,229 | $351.0K | 0.00% | +19,823+42.7% | Added |
| HB Wealth Management, LLC | 65,748 | $348.5K | 0.00% | +2,850+4.5% | Added |
| BSW Wealth Partners | 63,438 | $336.2K | 0.04% | +641+1.0% | Added |
| PDS Planning, Inc | 63,071 | $334.3K | 0.02% | +3,336+5.6% | Added |
| Cape Investment Advisory, Inc. | 61,945 | $328.3K | 0.10% | +2,955+5.0% | Added |
| Foundations Investment Advisors, LLC | 61,798 | $327.5K | 0.00% | −13,869−18.3% | Reduced |
| Keybank National Association | 61,660 | $326.8K | 0.00% | +24,567+66.2% | Added |
| Natural Investments, LLC | 61,114 | $323.0K | 0.08% | +8,344+15.8% | Added |
| Parallel Advisors, LLC | 60,157 | $318.8K | 0.01% | +218+0.4% | Added |
| Frank, Rimerman Advisors LLC | 60,090 | $318.5K | 0.02% | +1,225+2.1% | Added |
| Alliance Wealth Advisors, LLC | 60,063 | $318.3K | 0.15% | −508−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 59,056 | $313.0K | 0.02% | +18,344+45.1% | Added |