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 |
|---|---|---|---|---|---|
| SmartHarvest Portfolios, LLC | 58,531 | $310.2K | 0.11% | +58,531 | New |
| State Street Corp | 58,414 | $309.6K | 0.00% | +320+0.6% | Added |
| Traub Capital Management LLC | 58,383 | $309.4K | 0.30% | −6,075−9.4% | Reduced |
| Greenspring Advisors, LLC | 58,039 | $307.6K | 0.02% | +58,039 | New |
| Ascent Group, LLC | 55,907 | $296.3K | 0.01% | +88+0.2% | Added |
| Lido Advisors, LLC | 64,017 | $295.3K | 0.00% | +6,170+10.7% | Added |
| Pinnacle Financial Partners, Inc. | 55,434 | $293.8K | 0.00% | +55,434 | New |
| Savant Capital, LLC | 54,912 | $291.0K | 0.00% | +11,789+27.3% | Added |
| Five Oceans Advisors | 54,791 | $290.4K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 54,447 | $288.6K | 0.00% | +3,568+7.0% | Added |
| Anchor Investment Management, LLC | 54,000 | $286.2K | 0.02% | −12,000−18.2% | Reduced |
| Arlington Capital Management, Inc. | 53,534 | $283.7K | 0.17% | +4,058+8.2% | Added |
| Virtu Financial LLC | 53,006 | $281.0K | 0.01% | +53,006 | New |
| Hilton Head Capital Partners, LLC | 52,625 | $278.9K | 0.16% | +52,625 | New |
| Checchi Capital Advisers, LLC | 52,359 | $277.5K | 0.02% | +802+1.6% | Added |
| Anchyra Partners LLC | 51,533 | $273.1K | 0.08% | +51,533 | New |
| Brookstone Capital Management | 50,769 | $269.1K | 0.00% | +3,423+7.2% | Added |
| Drive Wealth Management, LLC | 50,420 | $267.2K | 0.05% | +9,647+23.7% | Added |
| one8zero8, LLC | 50,000 | $265.0K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 49,760 | $263.7K | 0.02% | 00.0% | Unchanged |
| Frec Markets, Inc. | 49,717 | $263.5K | 0.08% | +49,717 | New |
| UBS Asset Management Americas Inc | 49,642 | $263.1K | 0.00% | +49,642 | New |
| HighPoint Advisor Group LLC | 49,339 | $261.5K | 0.01% | +544+1.1% | Added |
| Kestra Advisory Services, LLC | 49,109 | $260.3K | 0.00% | −4,472−8.3% | Reduced |
| West Family Investments, Inc. | 48,734 | $258.3K | 0.06% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 48,409 | $256.6K | 0.02% | +48,409 | New |
| Sage Rhino Capital LLC | 48,152 | $255.2K | 0.05% | −281−0.6% | Reduced |
| Perigon Wealth Management, LLC | 46,975 | $249.0K | 0.00% | +165+0.4% | Added |
| Fielder Capital Group LLC | 46,743 | $247.7K | 0.05% | +130+0.3% | Added |
| Toronto Dominion Bank | 46,095 | $244.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 45,429 | $240.8K | 0.03% | −711−1.5% | Reduced |
| New Republic Capital, LLC | 45,384 | $240.5K | 0.06% | +24,937+122.0% | Added |
| Beverly Hills Private Wealth, LLC | 45,295 | $240.1K | 0.04% | −13,775−23.3% | Reduced |
| Change Path, LLC | 44,928 | $238.1K | 0.01% | +10,136+29.1% | Added |
| Trust Point Inc. | 43,921 | $232.8K | 0.02% | +13,840+46.0% | Added |
| Merit Financial Group, LLC | 43,406 | $230.1K | 0.00% | +5,804+15.4% | Added |
| Prime Capital Investment Advisors, LLC | 42,912 | $227.4K | 0.00% | +173+0.4% | Added |
| Chicago Trust Co NA | 42,000 | $222.6K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 41,924 | $222.2K | 0.12% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 41,594 | $220.4K | 0.03% | +41,594 | New |
| Concurrent Investment Advisors, LLC | 40,583 | $215.1K | 0.00% | +16,628+69.4% | Added |
| Purkiss Capital Advisors LLC | 39,260 | $208.1K | 0.10% | 00.0% | Unchanged |
| First Horizon Corp | 38,465 | $203.9K | 0.01% | +19,979+108.1% | Added |
| AMG National Trust Bank | 38,263 | $202.8K | 0.00% | −417,676−91.6% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 37,096 | $196.6K | 0.12% | +37,096 | New |
| Earnest Partners LLC | 36,814 | $195.1K | 0.00% | −5,881−13.8% | Reduced |
| Keel Point, LLC | 36,118 | $191.4K | 0.01% | +534+1.5% | Added |
| Optas, LLC | 35,627 | $188.8K | 0.03% | −322−0.9% | Reduced |
| Addison Advisors LLC | 35,623 | $188.8K | 0.04% | +118+0.3% | Added |
| TCG Advisory Services, LLC | 34,651 | $183.7K | 0.01% | +2,878+9.1% | Added |
| Pensionmark Financial Group, LLC | 34,249 | $181.5K | 0.00% | +5,974+21.1% | Added |
| Platform Technology Partners | 33,641 | $178.3K | 0.04% | −260−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 32,971 | $174.7K | 0.01% | −2,646−7.4% | Reduced |
| Buckingham Strategic Partners | 32,602 | $172.8K | 0.00% | +10,093+44.8% | Added |
| Wedmont Private Capital | 32,264 | $172.6K | 0.01% | +1,816+6.0% | Added |
| SPWM Advisors LLC | 32,071 | $170.0K | 0.16% | +32,071 | New |
| Summit Financial, LLC | 31,287 | $165.8K | 0.00% | −3,116−9.1% | Reduced |
| IFP Advisors, Inc | 31,037 | $164.5K | 0.00% | −1,281−4.0% | Reduced |
| Portside Wealth Group, LLC | 30,728 | $162.9K | 0.02% | +15,483+101.6% | Added |
| Meriwether Wealth & Planning, LLC | 29,614 | $157.0K | 0.09% | −6,714−18.5% | Reduced |
| GWM Advisors LLC | 29,544 | $156.6K | 0.00% | +7,554+34.4% | Added |
| EP Wealth Advisors, LLC | 29,140 | $154.4K | 0.00% | +29,140 | New |
| Riversedge Advisors, LLC | 29,039 | $153.9K | 0.03% | +1,226+4.4% | Added |
| Gibbs Wealth Management | 28,440 | $153.9K | 0.04% | +630+2.3% | Added |
| Ariadne Wealth Management, LP | 26,381 | $153.5K | 0.06% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 28,658 | $151.9K | 0.00% | +2,661+10.2% | Added |
| Continuum Advisory, LLC | 28,591 | $151.5K | 0.02% | −3,913−12.0% | Reduced |
| Prosperity Consulting Group, LLC | 28,567 | $151.4K | 0.01% | +260+0.9% | Added |
| Guggenheim Capital LLC | 28,177 | $149.3K | 0.00% | +105+0.4% | Added |
| Livet Wealth, LLC | 27,953 | $148.2K | 0.09% | +27,953 | New |
| Pinnacle Wealth Planning Services, Inc. | 27,247 | $144.4K | 0.02% | −44−0.2% | Reduced |
| CFO4Life Group, LLC | 27,159 | $143.9K | 0.02% | −3,104−10.3% | Reduced |
| Basecamp Wealth Advisors LLC | 27,074 | $143.5K | 0.03% | +27,074 | New |
| TownSquare Capital, LLC | 27,053 | $143.4K | 0.03% | +3,052+12.7% | Added |
| Savvy Advisors, Inc. | 26,804 | $142.1K | 0.00% | +3,660+15.8% | Added |
| Brentview Investment Management LLC | 26,741 | $141.7K | 0.06% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 26,725 | $141.6K | 0.21% | +26,725 | New |
| 55 North Private Wealth, LLC | 26,628 | $141.1K | 0.04% | +26,628 | New |
| Traveka Wealth, LLC | 26,401 | $139.9K | 0.06% | +190+0.7% | Added |
| Squarepoint Ops LLC | 26,203 | $138.9K | 0.00% | +3,491+15.4% | Added |
| Stronghold Wealth Management L.L.C. | 26,042 | $138.0K | 0.20% | +26,042 | New |
| Jackson Thornton Asset Management, LLC | 25,148 | $136.8K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 25,812 | $136.8K | 0.00% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 25,656 | $136.0K | 0.01% | −486−1.9% | Reduced |
| Oppenheimer & Co Inc | 25,339 | $134.3K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 25,206 | $133.6K | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 24,827 | $131.6K | 0.01% | +65+0.3% | Added |
| Sage Investment Counsel LLC | 24,800 | $131.4K | 0.14% | −3,200−11.4% | Reduced |
| Sage Mountain Advisors LLC | 24,681 | $130.8K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 24,584 | $130.3K | 0.01% | −8,131−24.9% | Reduced |
| CPA Asset Management LLC | 24,474 | $129.7K | 0.05% | +24,474 | New |
| Keynote Financial Services LLC | 24,400 | $129.3K | 0.07% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 24,330 | $129.0K | 0.06% | +24,330 | New |
| Carter Financial Group, INC. | 24,319 | $128.9K | 0.08% | +24,319 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,303 | $128.8K | 0.00% | +10,819+80.2% | Added |
| Lifeworks Advisors, LLC | 24,235 | $128.4K | 0.02% | +953+4.1% | Added |
| Virtue Capital Management, LLC | 23,720 | $127.9K | 0.02% | +22,369+1,655.7% | Added |
| Hilltop Holdings Inc. | 24,084 | $127.6K | 0.01% | +4,515+23.1% | Added |
| Cooper Financial Group | 23,806 | $126.2K | 0.01% | +3,536+17.4% | Added |
| Magnetar Financial LLC | 23,645 | $125.3K | 0.00% | +23,645 | New |