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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 5,137 | $26.7K | 0.00% | +2,915+131.2% | Added |
| Private Trust Co NA | 5,896 | $29.7K | 0.00% | −255−4.1% | Reduced |
| Mather Group, LLC. | 5,900 | $29.7K | 0.00% | +5,900 | New |
| Larson Financial Group LLC | 6,605 | $33.2K | 0.00% | +1,533+30.2% | Added |
| Westside Investment Management, Inc. | 6,406 | $33.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7,000 | $35.2K | 0.00% | +7,000 | New |
| HM Payson & Co | 7,150 | $36.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,570 | $38.1K | 0.00% | +172+2.3% | Added |
| Manchester Capital Management LLC | 8,163 | $41.1K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 8,238 | $41.4K | 0.01% | +8,238 | New |
| Trust Co of Toledo NA | 9,415 | $47.4K | 0.00% | +9,415 | New |
| True Wealth Design, LLC | 9,478 | $47.7K | 0.01% | +3,913+70.3% | Added |
| Beaird Harris Wealth Management, LLC | 9,886 | $49.7K | 0.00% | +9,300+1,587.0% | Added |
| Shepherd Financial Partners LLC | 10,000 | $50.3K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10,009 | $50.3K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 10,051 | $50.6K | 0.01% | +10,051 | New |
| Soltis Investment Advisors LLC | 10,076 | $50.7K | 0.00% | +10,076 | New |
| Halbert Hargrove Global Advisors, LLC | 10,096 | $50.8K | 0.00% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 10,239 | $51.5K | 0.00% | +10,239 | New |
| Dynamic Advisor Solutions LLC | 10,421 | $52.4K | 0.00% | −312−2.9% | Reduced |
| Diversified Management Inc | 10,548 | $53.1K | 0.01% | +10,548 | New |
| Crux Wealth Advisors | 10,574 | $53.2K | 0.02% | +384+3.8% | Added |
| Baron Wealth Management LLC | 10,577 | $53.2K | 0.02% | −64−0.6% | Reduced |
| Hoxton Planning & Management, LLC | 10,657 | $53.6K | 0.02% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 10,694 | $53.8K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10,807 | $54.4K | 0.02% | +10,807 | New |
| Greenleaf Trust | 10,824 | $54.4K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,846 | $54.6K | 0.00% | +10,846 | New |
| Holistic Financial Partners | 10,874 | $54.7K | 0.02% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 10,522 | $54.8K | 0.00% | +10,522 | New |
| Everhart Financial Group, Inc. | 11,065 | $55.7K | 0.00% | +11,065 | New |
| Gotham Asset Management, LLC | 11,118 | $55.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,287 | $56.8K | 0.00% | +11,287 | New |
| Klingman & Associates, LLC | 11,332 | $57.0K | 0.00% | +411+3.8% | Added |
| Xxi Wealth, LLC | 11,472 | $57.7K | 0.03% | +11,472 | New |
| SageView Advisory Group, LLC | 11,956 | $60.1K | 0.00% | +344+3.0% | Added |
| First Pacific Financial | 12,157 | $61.1K | 0.01% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 11,759 | $61.4K | 0.00% | +11,759 | New |
| PFG Investments, LLC | 12,313 | $61.9K | 0.00% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 12,316 | $61.9K | 0.00% | 00.0% | Unchanged |
| Foster Group, Inc. | 12,376 | $62.3K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,423 | $62.5K | 0.00% | +2,138+20.8% | Added |
| Sowell Financial Services LLC | 12,599 | $63.4K | 0.00% | +1,273+11.2% | Added |
| Stonebrook Private Inc. | 12,646 | $63.6K | 0.01% | +12,646 | New |
| Bank Hapoalim BM | 13,000 | $65.0K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 12,970 | $65.2K | 0.00% | +12,970 | New |
| Vann Equity Management LLC | 12,994 | $65.4K | 0.05% | +12,994 | New |
| Great Diamond Partners, LLC | 13,041 | $65.6K | 0.01% | +196+1.5% | Added |
| Sentinus, LLC | 13,071 | $65.7K | 0.01% | +28+0.2% | Added |
| Root Financial Partners, LLC | 13,163 | $66.2K | 0.00% | −55−0.4% | Reduced |
| Tanager Wealth Management LLP | 13,170 | $66.2K | 0.01% | +13,170 | New |
| Harbour Investments, Inc. | 13,206 | $66.4K | 0.00% | +6,820+106.8% | Added |
| Boston Private Wealth LLC | 13,198 | $66.4K | 0.00% | −135−1.0% | Reduced |
| Zacks Investment Management | 13,387 | $67.3K | 0.00% | +1,212+10.0% | Added |
| James Hambro & Partners | 13,473 | $67.6K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 13,581 | $68.3K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,641 | $68.6K | 0.00% | +866+7.4% | Added |
| Evergreen Wealth Solutions, LLC | 13,675 | $68.8K | 0.00% | −1,056−7.2% | Reduced |
| IMC-Chicago, LLC | 13,703 | $68.9K | 0.00% | +13,703 | New |
| Rehmann Capital Advisory Group | 13,916 | $70.0K | 0.00% | +13,916 | New |
| Brown Advisory Inc | 14,177 | $71.3K | 0.00% | −7,018−33.1% | Reduced |
| Cresset Asset Management, LLC | 14,251 | $71.7K | 0.00% | +14,251 | New |
| Robertson Stephens Wealth Management, LLC | 14,280 | $71.8K | 0.00% | +740+5.5% | Added |
| Camden Capital, LLC | 14,287 | $71.9K | 0.00% | +550+4.0% | Added |
| Simplicity Wealth,LLC | 14,289 | $71.9K | 0.00% | −2,242−13.6% | Reduced |
| Salomon & Ludwin, LLC | 13,870 | $72.3K | 0.01% | +7,401+114.4% | Added |
| Moody National Bank Trust Division | 14,405 | $72.5K | 0.01% | 00.0% | Unchanged |
| August Group Capital Ltd | 14,424 | $72.5K | 0.08% | +293+2.1% | Added |
| Octavia Wealth Advisors, LLC | 14,478 | $72.8K | 0.01% | −11,178−43.6% | Reduced |
| Cloud Capital Management, LLC | 14,602 | $73.0K | 0.03% | +14,602 | New |
| Opal Wealth Advisors, LLC | 14,552 | $73.2K | 0.02% | +14,552 | New |
| Clark Capital Management Group, Inc. | 14,604 | $73.5K | 0.00% | +14,604 | New |
| PharVision Advisers, LLC | 14,629 | $73.6K | 0.75% | +14,629 | New |
| Crestwood Advisors Group LLC | 14,651 | $73.7K | 0.00% | +2,097+16.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,673 | $73.8K | 0.00% | +14,673 | New |
| Financial Network Wealth Management LLC | 14,840 | $74.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 14,840 | $74.6K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 15,050 | $75.7K | 0.00% | −6,630−30.6% | Reduced |
| Resonant Capital Advisors, LLC | 15,130 | $76.1K | 0.00% | +15,130 | New |
| Insigneo Advisory Services, LLC | 15,199 | $76.5K | 0.01% | +2,533+20.0% | Added |
| MAI Capital Management | 15,826 | $79.6K | 0.00% | +1,962+14.2% | Added |
| SBI Securities Co., Ltd. | 15,922 | $80.1K | 0.00% | −30.0% | Reduced |
| Quantinno Capital Management LP | 15,928 | $80.1K | 0.00% | −53,931−77.2% | Reduced |
| RMR Wealth Builders | 16,063 | $80.8K | 0.01% | +16,063 | New |
| Fiduciary Financial Group, LLC | 16,137 | $81.2K | 0.01% | +1,027+6.8% | Added |
| Intergy Private Wealth, LLC | 16,137 | $81.2K | 0.02% | +1,449+9.9% | Added |
| Aureus Asset Management, LLC | 16,186 | $81.4K | 0.01% | +16,186 | New |
| Brown Brothers Harriman & Co | 16,411 | $82.5K | 0.00% | +6,888+72.3% | Added |
| Rothschild Investment LLC | 16,487 | $82.9K | 0.00% | +1,805+12.3% | Added |
| Sym Financial Corp | 16,794 | $84.5K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 16,973 | $85.4K | 0.02% | +16,973 | New |
| Seven Mile Advisory | 16,977 | $85.4K | 0.06% | +70.0% | Added |
| Baird Financial Group, Inc. | 17,348 | $87.3K | 0.00% | −2,578−12.9% | Reduced |
| Capital Performance Advisors LLP | 17,385 | $87.4K | 0.01% | +4,025+30.1% | Added |
| Federation des caisses Desjardins du Quebec | 17,469 | $87.6K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,727 | $89.0K | 0.00% | +140+0.8% | Added |
| Abacus Wealth Partners, LLC | 17,729 | $89.2K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 17,775 | $89.4K | 0.00% | −1,094−5.8% | Reduced |
| Capital Asset Advisory Services LLC | 15,909 | $89.4K | 0.00% | −666−4.0% | Reduced |
| Park National Corp | 17,887 | $90.0K | 0.00% | +17,887 | New |