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, Q1 2026
Institutional positions in Lloyds Banking Group plc as of Mar 31, 2026. 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
- 572
- +62 vs. Q4 2025
- Shares held
- 612.1M
- +123.2M (+25.2%) vs. Q4 2025
- Total value
- $3.07B
- +$477.5M (+18.4%) vs. Q4 2025
- New holders
- 112
- 227 more added
- Sold out
- 50
- 140 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 7 | $35 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 13 | $65 | 0.00% | +13 | New |
| Murphy & Mullick Capital Management Corp | 30 | $151 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 70 | $353 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 89 | $448 | 0.00% | +89 | New |
| Cassaday & Co Wealth Management LLC | 93 | $468 | 0.00% | +93 | New |
| Godfrey Financial Associates, Inc. | 95 | $478 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 103 | $518 | 0.00% | +103 | New |
| Trust Co | 107 | $538 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 124 | $624 | 0.00% | −17,396−99.3% | Reduced |
| Arlington Trust Co LLC | 140 | $704 | 0.00% | +140 | New |
| Bogart Wealth, LLC | 142 | $714 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 159 | $800 | 0.00% | +159 | New |
| Southern Michigan Bank & Trust | 186 | $936 | 0.00% | +186 | New |
| Central Trust Co | 194 | $976 | 0.00% | −70−26.5% | Reduced |
| Millstone Evans Group, LLC | 207 | $1.04K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 212 | $1.07K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 219 | $1.10K | 0.00% | +219 | New |
| WPG Advisers, LLC | 223 | $1.12K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 237 | $1.19K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 242 | $1.22K | 0.00% | +242 | New |
| Elevated Capital Advisors, LLC | 253 | $1.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 253 | $1.27K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $1.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 269 | $1.35K | 0.00% | +269 | New |
| MPWM Advisory Solutions, LLC | 310 | $1.56K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 322 | $1.62K | 0.00% | +322 | New |
| Triumph Capital Management | 343 | $1.73K | 0.00% | +207+152.2% | Added |
| Sunbelt Securities, Inc. | 363 | $1.83K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 365 | $1.84K | 0.00% | +36+10.9% | Added |
| Transamerica Financial Advisors, Inc. | 381 | $1.92K | 0.00% | −2,415−86.4% | Reduced |
| Financial Management Professionals, Inc. | 386 | $1.94K | 0.00% | +386 | New |
| Smithfield Trust Co | 497 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 427 | $2.15K | 0.00% | +427 | New |
| MV Capital Management, Inc. | 437 | $2.20K | 0.00% | +277+173.1% | Added |
| JPL Wealth Management, LLC | 474 | $2.38K | 0.00% | +474 | New |
| DecisionPoint Financial, LLC | 500 | $2.52K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 512 | $2.58K | 0.00% | +169+49.3% | Added |
| TD Capital Management LLC | 550 | $2.76K | 0.00% | −99−15.3% | Reduced |
| Abound Wealth Management | 610 | $3.07K | 0.00% | −268−30.5% | Reduced |
| Napier Financial, LLC | 647 | $3.25K | 0.00% | +647 | New |
| Rossby Financial, LCC | 634 | $3.31K | 0.00% | +56+9.7% | Added |
| North Star Investment Management Corp. | 731 | $3.68K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 742 | $3.73K | 0.00% | −128−14.7% | Reduced |
| Financial Consulate, Inc | 744 | $3.74K | 0.00% | +529+246.0% | Added |
| UMA Financial Services, Inc. | 746 | $3.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 749 | $3.77K | 0.00% | +195+35.2% | Added |
| Ancora Advisors, LLC | 765 | $3.85K | 0.00% | −623−44.9% | Reduced |
| Independence Bank of Kentucky | 773 | $3.89K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 773 | $3.89K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 849 | $4.00K | 0.00% | −154−15.4% | Reduced |
| Spire Wealth Management | 800 | $4.02K | 0.00% | −129−13.9% | Reduced |
| IMA Wealth, Inc. | 810 | $4.07K | 0.00% | −44−5.2% | Reduced |
| Nemes Rush Group LLC | 812 | $4.08K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 902 | $4.54K | 0.00% | +902 | New |
| Principia Wealth Advisory, LLC | 906 | $4.56K | 0.00% | +82+10.0% | Added |
| True Link Financial Advisors, LLC | 912 | $4.59K | 0.00% | +912 | New |
| Hilltop National Bank | 1,000 | $5.03K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 951 | $5.26K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,046 | $5.26K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,064 | $5.35K | 0.00% | +1,064 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $5.82K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,184 | $5.96K | 0.00% | −139−10.5% | Reduced |
| Fortitude Family Office, LLC | 1,279 | $6.43K | 0.00% | −17−1.3% | Reduced |
| Truvestments Capital LLC | 1,284 | $6.46K | 0.00% | +1,284 | New |
| New England Capital Financial Advisors LLC | 1,319 | $6.63K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,368 | $6.88K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,392 | $7.00K | 0.00% | +231+19.9% | Added |
| Zions Bancorporation, National Association | 1,393 | $7.01K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,406 | $7.07K | 0.00% | −856−37.8% | Reduced |
| Signature Equity Partners, LLC | 1,485 | $7.47K | 0.00% | −229−13.4% | Reduced |
| Bare Financial Services, Inc | 1,523 | $7.66K | 0.00% | +341+28.8% | Added |
| Proffitt & Goodson Inc | 1,539 | $7.74K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,622 | $8.16K | 0.00% | +1,622 | New |
| Manning & Napier Advisors LLC | 1,704 | $8.23K | 0.00% | −7−0.4% | Reduced |
| Intentional Wealth Strategies, LLC | 1,776 | $8.93K | 0.01% | +1,776 | New |
| NBC Securities, Inc. | 1,788 | $8.99K | 0.00% | −125−6.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,888 | $9.50K | 0.00% | −910−32.5% | Reduced |
| Retirement Wealth Solutions LLC | 1,891 | $9.51K | 0.01% | +264+16.2% | Added |
| Huntington National Bank | 1,899 | $9.55K | 0.00% | +700+58.4% | Added |
| Whipplewood Advisors, LLC | 1,944 | $9.78K | 0.01% | +1,944 | New |
| JDM Financial Group LLC | 2,017 | $10.1K | 0.00% | +2,017 | New |
| Sound Income Strategies, LLC | 2,006 | $10.5K | 0.00% | −566−22.0% | Reduced |
| Glen Eagle Advisors, LLC | 2,100 | $10.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,102 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,248 | $11.3K | 0.00% | −215−8.7% | Reduced |
| Raffa Wealth Management, LLC | 2,341 | $11.8K | 0.00% | −120−4.9% | Reduced |
| Pinnacle Bancorp, Inc. | 2,345 | $11.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,579 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,575 | $13.0K | 0.00% | +295+12.9% | Added |
| Creative Financial Designs Inc | 2,786 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,804 | $14.1K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 2,940 | $14.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3,379 | $17.0K | 0.00% | −1,039−23.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,428 | $17.2K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 3,883 | $19.5K | 0.01% | +2,843+273.4% | Added |
| Fairscale Capital, LLC | 3,976 | $20.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,209 | $21.2K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 4,018 | $23.4K | 0.01% | −1,427−26.2% | Reduced |