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 |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 10,641 | $56.4K | 0.02% | +509+5.0% | Added |
| Fifth Third Bancorp | 10,300 | $54.6K | 0.00% | +4,598+80.6% | Added |
| Warren Averett Asset Management, LLC | 10,285 | $54.5K | 0.00% | +10,285 | New |
| Simon Quick Advisors, LLC | 10,253 | $54.3K | 0.00% | +10,253 | New |
| Crux Wealth Advisors | 10,190 | $54.0K | 0.02% | +10,190 | New |
| Mutual Advisors, LLC | 10,169 | $53.9K | 0.00% | +68+0.7% | Added |
| J.W. Cole Advisors, Inc. | 12,338 | $53.9K | 0.00% | −552−4.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 10,096 | $53.5K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10,009 | $53.0K | 0.03% | −195−1.9% | Reduced |
| Shepherd Financial Partners LLC | 10,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,523 | $50.5K | 0.00% | +5,707+149.6% | Added |
| Bessemer Group Inc | 8,469 | $46.0K | 0.00% | −1,185−12.3% | Reduced |
| Manchester Capital Management LLC | 8,163 | $43.3K | 0.01% | +7,543+1,216.6% | Added |
| Parkside Financial Bank & Trust | 7,398 | $39.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7,203 | $38.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 7,150 | $37.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,682 | $35.4K | 0.03% | +6,682 | New |
| Salomon & Ludwin, LLC | 6,469 | $35.4K | 0.00% | +510+8.6% | Added |
| Westside Investment Management, Inc. | 6,406 | $34.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,386 | $33.8K | 0.00% | +2,051+47.3% | Added |
| Private Trust Co NA | 6,151 | $32.6K | 0.00% | +59+1.0% | Added |
| True Wealth Design, LLC | 5,565 | $29.5K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 5,445 | $28.9K | 0.02% | +5,445 | New |
| Tucker Asset Management LLC | 5,111 | $27.1K | 0.01% | +5,111 | New |
| Larson Financial Group LLC | 5,072 | $26.9K | 0.00% | −112−2.2% | Reduced |
| SHP Wealth Management | 4,418 | $23.4K | 0.00% | +4,418 | New |
| JFS Wealth Advisors, LLC | 4,209 | $22.3K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,976 | $21.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,428 | $18.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 2,940 | $15.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,804 | $14.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,798 | $14.8K | 0.00% | +2,798 | New |
| Transamerica Financial Advisors, Inc. | 2,796 | $14.8K | 0.00% | +2,142+327.5% | Added |
| Creative Financial Designs Inc | 2,786 | $14.8K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 2,782 | $14.7K | 0.01% | +2,782 | New |
| Redmont Wealth Advisors LLC | 2,771 | $14.7K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,572 | $14.1K | 0.00% | +2,411+1,497.5% | Added |
| Essential Partners LLC | 2,579 | $13.7K | 0.00% | +743+40.5% | Added |
| Osterweis Capital Management Inc | – | $13.4K | 0.00% | – | New |
| Bell Investment Advisors, Inc | 2,463 | $13.1K | 0.00% | +969+64.9% | Added |
| Raffa Wealth Management, LLC | 2,461 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,222 | $12.9K | 0.00% | +271+13.9% | Added |
| Oakworth Capital, Inc. | 2,425 | $12.9K | 0.00% | +2,425 | New |
| Pinnacle Bancorp, Inc. | 2,345 | $12.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,280 | $12.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,262 | $12.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,102 | $11.1K | 0.00% | +2,102 | New |
| Glen Eagle Advisors, LLC | 2,100 | $11.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,913 | $10.1K | 0.00% | −125−6.1% | Reduced |
| Manning & Napier Advisors LLC | 1,711 | $9.12K | 0.00% | +1,711 | New |
| Signature Equity Partners, LLC | 1,714 | $9.08K | 0.01% | +1,714 | New |
| Retirement Wealth Solutions LLC | 1,627 | $8.62K | 0.01% | +56+3.6% | Added |
| Proffitt & Goodson Inc | 1,539 | $8.16K | 0.00% | −224−12.7% | Reduced |
| Zions Bancorporation, National Association | 1,393 | $7.38K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,388 | $7.36K | 0.00% | +623+81.4% | Added |
| AdvisorNet Financial, Inc | 1,368 | $7.25K | 0.00% | +1,368 | New |
| Bryn Mawr Trust Co | 1,323 | $7.01K | 0.00% | −134−9.2% | Reduced |
| New England Capital Financial Advisors LLC | 1,319 | $6.99K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,296 | $6.87K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,199 | $6.36K | 0.00% | +260+27.7% | Added |
| Bare Financial Services, Inc | 1,182 | $6.26K | 0.00% | −359−23.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,161 | $6.15K | 0.00% | +1,161 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $6.13K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,046 | $5.54K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 1,040 | $5.51K | 0.00% | +1,040 | New |
| Elyxium Wealth, LLC | 1,026 | $5.44K | 0.00% | +1,026 | New |
| Hilltop National Bank | 1,000 | $5.30K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 951 | $5.14K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,003 | $5.00K | 0.00% | +154+18.1% | Added |
| TSFG, LLC | 1,000 | $5.00K | 0.00% | +1,000 | New |
| Spire Wealth Management | 929 | $4.92K | 0.00% | +129+16.1% | Added |
| Bartlett & Co. Wealth Management LLC | 911 | $4.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 878 | $4.65K | 0.00% | +738+527.1% | Added |
| Financial Network Wealth Advisors LLC | 870 | $4.61K | 0.00% | +870 | New |
| IMA Wealth, Inc. | 854 | $4.53K | 0.00% | +854 | New |
| Principia Wealth Advisory, LLC | 824 | $4.37K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 812 | $4.30K | 0.00% | +812 | New |
| Public Employees Retirement System of Ohio | 797 | $4.22K | 0.00% | −155,056−99.5% | Reduced |
| JNBA Financial Advisors | 773 | $4.10K | 0.00% | +773 | New |
| Independence Bank of Kentucky | 773 | $4.10K | 0.00% | +773 | New |
| UMA Financial Services, Inc. | 746 | $3.95K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 734 | $3.89K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 731 | $3.87K | 0.00% | +731 | New |
| Walleye Trading LLC | 719 | $3.81K | 0.00% | −773−51.8% | Reduced |
| TD Capital Management LLC | 649 | $3.44K | 0.00% | +99+18.0% | Added |
| Beaird Harris Wealth Management, LLC | 586 | $3.11K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 578 | $3.06K | 0.00% | +80+16.1% | Added |
| Quaker Wealth Management, LLC | 573 | $3.04K | 0.00% | +573 | New |
| Smithfield Trust Co | 497 | $3.00K | 0.00% | +497 | New |
| Cornerstone Financial Management LLC | 554 | $2.94K | 0.00% | +554 | New |
| DecisionPoint Financial, LLC | 500 | $2.65K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 484 | $2.56K | 0.00% | −226−31.8% | Reduced |
| Strategic Advocates LLC | 425 | $2.26K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 363 | $1.92K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 343 | $1.82K | 0.00% | +343 | New |
| First Command Advisory Services, Inc. | 329 | $1.74K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 310 | $1.64K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 264 | $1.40K | 0.00% | +70+36.1% | Added |
| CVA Family Office, LLC | 255 | $1.35K | 0.00% | 00.0% | Unchanged |