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 |
|---|---|---|---|---|---|
| Crumly & Associates Inc. | 23,615 | $125.2K | 0.03% | −3,621−13.3% | Reduced |
| Choate Investment Advisors | 23,163 | $122.8K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 22,749 | $120.6K | 0.00% | +19,448+589.2% | Added |
| D.A. Davidson & Co. | 22,241 | $117.9K | 0.00% | +6,803+44.1% | Added |
| Baldwin Brothers Inc | 22,191 | $117.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22,181 | $117.6K | 0.08% | −64−0.3% | Reduced |
| Morningstar Investment Management LLC | 21,680 | $115.0K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 21,635 | $114.7K | 0.03% | +394+1.9% | Added |
| TFB Advisors LLC | 21,524 | $114.1K | 0.03% | +2,200+11.4% | Added |
| Curated Wealth Partners LLC | 21,353 | $113.2K | 0.01% | +21,353 | New |
| Brown Advisory Inc | 21,195 | $112.3K | 0.00% | +6,889+48.2% | Added |
| D'Orazio & Associates, Inc. | 21,190 | $112.3K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 21,144 | $112.1K | 0.01% | −813−3.7% | Reduced |
| Scotia Capital Inc. | 21,129 | $112.0K | 0.00% | −2,881−12.0% | Reduced |
| Breakwater Capital Group | 21,006 | $111.3K | 0.02% | 00.0% | Unchanged |
| Brio Consultants, LLC | 20,876 | $110.6K | 0.01% | +2,814+15.6% | Added |
| Angeles Wealth Management, LLC | 20,597 | $109.2K | 0.01% | +2,608+14.5% | Added |
| Sapient Capital LLC | 20,314 | $108.3K | 0.00% | +20,314 | New |
| Evoke Wealth, LLC | 20,372 | $108.0K | 0.00% | +6,498+46.8% | Added |
| Unique Wealth Strategies, LLC | 20,271 | $107.4K | 0.04% | +652+3.3% | Added |
| Advisors Management Group Inc | 20,148 | $107.0K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 20,138 | $106.7K | 0.00% | +2,146+11.9% | Added |
| Baird Financial Group, Inc. | 19,926 | $105.6K | 0.00% | +6,649+50.1% | Added |
| Personal Cfo Solutions, LLC | 19,616 | $104.0K | 0.02% | −2,129−9.8% | Reduced |
| Berger Financial Group, Inc | 19,547 | $103.6K | 0.01% | −85−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 18,869 | $100.0K | 0.00% | +2,009+11.9% | Added |
| Steel Peak Wealth Management LLC | 18,131 | $96.1K | 0.00% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 17,991 | $95.4K | 0.03% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 17,729 | $94.0K | 0.01% | +17,729 | New |
| Steward Partners Investment Advisory, LLC | 17,708 | $93.9K | 0.00% | −2,417−12.0% | Reduced |
| Wedbush Securities Inc | 17,587 | $93.0K | 0.00% | +5,239+42.4% | Added |
| Silver Oak Securities, Inc | 17,445 | $93.0K | 0.01% | −103−0.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 17,520 | $92.9K | 0.02% | +17,520 | New |
| Federation des caisses Desjardins du Quebec | 17,469 | $92.5K | 0.00% | +1,050+6.4% | Added |
| Capital Asset Advisory Services LLC | 16,575 | $90.2K | 0.00% | −81−0.5% | Reduced |
| Seven Mile Advisory | 16,970 | $89.9K | 0.02% | −1,777−9.5% | Reduced |
| Arkadios Wealth Advisors | 16,959 | $89.9K | 0.00% | +2,626+18.3% | Added |
| Sym Financial Corp | 16,794 | $89.0K | 0.01% | +930+5.9% | Added |
| Axxcess Wealth Management, LLC | 16,575 | $87.8K | 0.00% | −81−0.5% | Reduced |
| Simplicity Wealth,LLC | 16,531 | $87.6K | 0.01% | +949+6.1% | Added |
| Impact Capital Partners LLC | 16,239 | $86.1K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,234 | $86.0K | 0.00% | +60.0% | Added |
| Warren Street Wealth Advisors, LLC | 16,089 | $85.3K | 0.02% | +95+0.6% | Added |
| RWM Asset Management, LLC | 14,840 | $84.4K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15,925 | $84.4K | 0.00% | −850−5.1% | Reduced |
| 71 West Capital Partners | 15,872 | $84.1K | 0.00% | +15,872 | New |
| AlTi Global, Inc. | 15,794 | $83.7K | 0.00% | +1,100+7.5% | Added |
| Magnus Financial Group LLC | 15,711 | $83.3K | 0.01% | +15,711 | New |
| Summit Trail Advisors, LLC | 15,412 | $81.7K | 0.00% | −13,011−45.8% | Reduced |
| National Asset Management, Inc. | 15,114 | $80.1K | 0.00% | −751−4.7% | Reduced |
| Fiduciary Financial Group, LLC | 15,110 | $80.1K | 0.01% | 00.0% | Unchanged |
| J. Derek Lewis & Associates Inc. | 15,000 | $79.5K | 0.02% | +15,000 | New |
| Jefferies Financial Group Inc. | 14,851 | $78.7K | 0.00% | +14,851 | New |
| TD Waterhouse Canada Inc. | 14,770 | $78.1K | 0.00% | +6,782+84.9% | Added |
| Evergreen Wealth Solutions, LLC | 14,731 | $78.1K | 0.01% | −427−2.8% | Reduced |
| Financial Network Wealth Management LLC | 14,840 | $78.0K | 0.02% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 14,688 | $77.8K | 0.02% | +544+3.8% | Added |
| Rothschild Investment LLC | 14,682 | $77.8K | 0.00% | +198+1.4% | Added |
| Pure Financial Advisors, Inc. | 14,659 | $77.7K | 0.00% | +14,659 | New |
| V-Square Quantitative Management LLC | 14,600 | $77.4K | 0.01% | +4,139+39.6% | Added |
| Moody National Bank Trust Division | 14,405 | $76.3K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 14,164 | $75.1K | 0.00% | +544+4.0% | Added |
| August Group Capital Ltd | 14,131 | $74.9K | 0.08% | +14,131 | New |
| MAI Capital Management | 13,864 | $73.5K | 0.00% | +2,284+19.7% | Added |
| Camden Capital, LLC | 13,737 | $72.8K | 0.00% | −18−0.1% | Reduced |
| Legacy Financial Group, Inc. | 13,581 | $72.0K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 13,540 | $71.8K | 0.00% | −324−2.3% | Reduced |
| James Hambro & Partners | 13,473 | $71.3K | 0.00% | +13,473 | New |
| Genus Capital Management Inc. | 13,365 | $70.8K | 0.01% | +13,365 | New |
| Capital Performance Advisors LLP | 13,360 | $70.8K | 0.01% | −121−0.9% | Reduced |
| Boston Private Wealth LLC | 13,333 | $70.7K | 0.00% | +166+1.3% | Added |
| Root Financial Partners, LLC | 13,218 | $70.1K | 0.00% | +468+3.7% | Added |
| HBK Sorce Advisory LLC | 11,775 | $69.6K | 0.00% | +241+2.1% | Added |
| David Loasby | 12,659 | $69.2K | 0.00% | +12,659 | New |
| Sentinus, LLC | 13,043 | $69.1K | 0.01% | +40.0% | Added |
| Bank Hapoalim BM | 13,000 | $69.0K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 12,845 | $68.1K | 0.01% | 00.0% | Unchanged |
| Trajan Wealth LLC | 12,683 | $67.2K | 0.00% | +12,683 | New |
| Insigneo Advisory Services, LLC | 12,666 | $67.1K | 0.00% | −18,217−59.0% | Reduced |
| Crestwood Advisors Group LLC | 12,554 | $66.5K | 0.00% | +12,554 | New |
| Foster Group, Inc. | 12,376 | $65.6K | 0.00% | +1,337+12.1% | Added |
| Epoch Investment Partners, Inc. | 12,372 | $65.6K | 0.00% | −3,089−20.0% | Reduced |
| a16z Perennial Management, L.P. | 12,345 | $65.4K | 0.01% | +12,345 | New |
| Diversified Enterprises, LLC | 12,316 | $65.3K | 0.00% | +12,316 | New |
| PFG Investments, LLC | 12,313 | $65.3K | 0.00% | −1,000−7.5% | Reduced |
| DV Equities, LLC | 12,300 | $65.2K | 0.01% | +12,300 | New |
| Zacks Investment Management | 12,175 | $64.5K | 0.00% | −48−0.4% | Reduced |
| First Pacific Financial | 12,157 | $64.4K | 0.01% | 00.0% | Unchanged |
| FMB Wealth Management | 11,812 | $62.6K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 11,612 | $61.5K | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 11,553 | $61.2K | 0.00% | +11,553 | New |
| Johnson Investment Counsel Inc | 11,460 | $60.7K | 0.00% | −2,412−17.4% | Reduced |
| Sowell Financial Services LLC | 11,326 | $60.0K | 0.00% | +246+2.2% | Added |
| Gotham Asset Management, LLC | 11,118 | $58.9K | 0.00% | +11,118 | New |
| Klingman & Associates, LLC | 10,921 | $57.9K | 0.00% | +872+8.7% | Added |
| Holistic Financial Partners | 10,874 | $57.6K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 10,824 | $57.4K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 10,733 | $56.9K | 0.00% | +10,733 | New |
| Cherrydale Wealth Management, LLC | 10,694 | $56.7K | 0.02% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 10,657 | $56.5K | 0.02% | 00.0% | Unchanged |