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 |
|---|---|---|---|---|---|
| Lazari Capital Management, Inc. | 17,949 | $90.3K | 0.03% | −42−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 18,416 | $92.6K | 0.00% | +285+1.6% | Added |
| Thrivent Financial for Lutherans | 18,555 | $93.0K | 0.00% | +18,555 | New |
| Silver Oak Securities, Inc | 18,491 | $93.0K | 0.01% | +1,046+6.0% | Added |
| Sage Investment Counsel LLC | 18,700 | $94.1K | 0.10% | −6,100−24.6% | Reduced |
| Arkadios Wealth Advisors | 18,760 | $94.4K | 0.00% | +1,801+10.6% | Added |
| Warren Street Wealth Advisors, LLC | 19,177 | $96.5K | 0.02% | +3,088+19.2% | Added |
| Brio Consultants, LLC | 18,648 | $96.8K | 0.01% | −2,228−10.7% | Reduced |
| Amussen Hunsaker Associates LLC | 19,336 | $97.3K | 0.01% | +19,336 | New |
| Bruce G. Allen Investments, LLC | 19,351 | $97.3K | 0.06% | −2,830−12.8% | Reduced |
| Berger Financial Group, Inc | 19,547 | $98.3K | 0.01% | 00.0% | Unchanged |
| 71 West Capital Partners | 19,799 | $99.6K | 0.00% | +3,927+24.7% | Added |
| Wealth Alliance | 20,058 | $100.9K | 0.01% | −1,086−5.1% | Reduced |
| Impact Capital Partners LLC | 20,204 | $101.6K | 0.03% | +3,965+24.4% | Added |
| Unique Wealth Strategies, LLC | 20,271 | $102.0K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 20,296 | $102.1K | 0.00% | +5,637+38.5% | Added |
| Paladin Wealth, LLC | 20,612 | $103.7K | 0.07% | +20,612 | New |
| Scotia Capital Inc. | 20,837 | $104.8K | 0.00% | −292−1.4% | Reduced |
| Breakwater Capital Group | 21,006 | $105.7K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 21,190 | $106.6K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 21,353 | $107.4K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 21,544 | $108.4K | 0.02% | −91−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,710 | $109.2K | 0.00% | +4,002+22.6% | Added |
| Virtue Capital Management, LLC | 22,977 | $111.0K | 0.02% | −743−3.1% | Reduced |
| V-Square Quantitative Management LLC | 22,528 | $113.3K | 0.01% | +7,928+54.3% | Added |
| CFO4Life Group, LLC | 22,828 | $114.8K | 0.02% | −4,331−15.9% | Reduced |
| Choate Investment Advisors | 23,163 | $116.5K | 0.00% | 00.0% | Unchanged |
| CPA Asset Management LLC | 23,185 | $116.6K | 0.04% | −1,289−5.3% | Reduced |
| Equitable Holdings, Inc. | 22,166 | $117.5K | 0.00% | +22,166 | New |
| TownSquare Capital, LLC | 23,429 | $117.8K | 0.03% | −3,624−13.4% | Reduced |
| PFG Advisors | 23,764 | $119.5K | 0.01% | −820−3.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 24,000 | $120.7K | 0.01% | +24,000 | New |
| Baldwin Brothers Inc | 24,074 | $121.1K | 0.01% | +1,883+8.5% | Added |
| Virtu Financial LLC | 24,166 | $122.0K | 0.01% | −28,840−54.4% | Reduced |
| Evoke Wealth, LLC | 24,257 | $122.0K | 0.00% | +3,885+19.1% | Added |
| Cooper Financial Group | 24,377 | $122.6K | 0.01% | +571+2.4% | Added |
| Keynote Financial Services LLC | 24,400 | $122.7K | 0.07% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 24,463 | $123.1K | 0.06% | +133+0.5% | Added |
| Oppenheimer & Co Inc | 24,558 | $123.5K | 0.00% | −781−3.1% | Reduced |
| Aigen Investment Management, LP | 24,596 | $123.7K | 0.03% | +24,596 | New |
| Epoch Investment Partners, Inc. | 24,694 | $124.2K | 0.00% | +12,322+99.6% | Added |
| 55 North Private Wealth, LLC | 24,798 | $124.7K | 0.03% | −1,830−6.9% | Reduced |
| Lifeworks Advisors, LLC | 24,866 | $125.1K | 0.02% | +631+2.6% | Added |
| Livet Wealth, LLC | 24,931 | $125.4K | 0.08% | −3,022−10.8% | Reduced |
| Carter Financial Group, INC. | 25,044 | $126.0K | 0.08% | +725+3.0% | Added |
| Chase Investment Counsel Corp | 25,181 | $126.0K | 0.03% | +25,181 | New |
| EP Wealth Advisors, LLC | 25,096 | $126.2K | 0.00% | −4,044−13.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 25,218 | $126.8K | 0.05% | +120.0% | Added |
| ProVise Management Group, LLC | 25,280 | $127.2K | 0.01% | +453+1.8% | Added |
| Crumly & Associates Inc. | 25,404 | $127.8K | 0.03% | +1,789+7.6% | Added |
| SG Americas Securities, LLC | 25,398 | $128.0K | 0.00% | +25,398 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 25,518 | $128.4K | 0.11% | +25,518 | New |
| New Republic Capital, LLC | 25,572 | $128.6K | 0.04% | −19,812−43.7% | Reduced |
| Advisors Management Group Inc | 25,691 | $129.0K | 0.02% | +5,543+27.5% | Added |
| Integrity Financial Corp | 25,696 | $129.3K | 0.06% | +25,696 | New |
| American Trust | 25,825 | $129.9K | 0.01% | +25,825 | New |
| Meriwether Wealth & Planning, LLC | 26,244 | $132.0K | 0.07% | −3,370−11.4% | Reduced |
| Xponance, Inc. | 26,306 | $132.3K | 0.00% | +6,168+30.6% | Added |
| Ariadne Wealth Management, LP | 26,381 | $132.7K | 0.06% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 26,401 | $132.8K | 0.05% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 26,458 | $133.1K | 0.00% | −2,200−7.7% | Reduced |
| Brentview Investment Management LLC | 26,741 | $134.5K | 0.06% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 26,775 | $134.7K | 0.20% | +733+2.8% | Added |
| Kestra Advisory Services, LLC | 27,032 | $136.0K | 0.00% | −22,077−45.0% | Reduced |
| Basecamp Wealth Advisors LLC | 27,074 | $136.2K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 27,341 | $137.5K | 0.00% | +11,107+68.4% | Added |
| Keebeck Wealth Management, LLC | 27,387 | $137.8K | 0.02% | +27,387 | New |
| Continuum Advisory, LLC | 27,436 | $138.0K | 0.01% | −1,155−4.0% | Reduced |
| Keel Point, LLC | 27,462 | $138.1K | 0.01% | −8,656−24.0% | Reduced |
| Guggenheim Capital LLC | 27,859 | $140.1K | 0.00% | −318−1.1% | Reduced |
| Prosperity Consulting Group, LLC | 28,200 | $141.8K | 0.01% | −367−1.3% | Reduced |
| CacheTech Inc. | 28,246 | $142.1K | 0.03% | +28,246 | New |
| GWM Advisors LLC | 28,997 | $145.9K | 0.00% | −547−1.9% | Reduced |
| Riversedge Advisors, LLC | 29,445 | $148.1K | 0.02% | +406+1.4% | Added |
| Venturi Wealth Management, LLC | 30,553 | $153.7K | 0.01% | +30,553 | New |
| Abc Arbitrage SA | 30,910 | $155.5K | 0.02% | +30,910 | New |
| Savvy Advisors, Inc. | 31,319 | $157.5K | 0.00% | +4,515+16.8% | Added |
| Summit Financial, LLC | 31,495 | $158.4K | 0.00% | +208+0.7% | Added |
| Fifth Third Bancorp | 32,356 | $162.8K | 0.00% | +22,056+214.1% | Added |
| Optas, LLC | 32,412 | $163.0K | 0.02% | −3,215−9.0% | Reduced |
| SPWM Advisors LLC | 31,474 | $164.0K | 0.14% | −597−1.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,634 | $164.2K | 0.00% | +8,331+34.3% | Added |
| GTS Securities LLC | 32,841 | $165.2K | 0.01% | +32,841 | New |
| Granite Group Advisors, LLC | 32,018 | $166.5K | 0.10% | +32,018 | New |
| Toronto Dominion Bank | 33,055 | $167.0K | 0.00% | −13,040−28.3% | Reduced |
| Gateway Wealth Partners, LLC | 33,237 | $167.2K | 0.01% | +33,237 | New |
| Platform Technology Partners | 33,489 | $168.4K | 0.03% | −152−0.5% | Reduced |
| Addison Advisors LLC | 35,430 | $178.2K | 0.04% | −193−0.5% | Reduced |
| Ausdal Financial Partners, Inc. | 35,488 | $178.5K | 0.01% | +2,517+7.6% | Added |
| LVW Advisors, LLC | 35,971 | $180.9K | 0.02% | +35,971 | New |
| Pathfinder Wealth Consulting, Inc. | 36,529 | $183.7K | 0.12% | −567−1.5% | Reduced |
| Wedmont Private Capital | 33,405 | $185.4K | 0.01% | +1,141+3.5% | Added |
| First Horizon Corp | 38,465 | $193.5K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 38,846 | $195.4K | 0.06% | +38,846 | New |
| Purkiss Capital Advisors LLC | 39,260 | $197.5K | 0.09% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 39,706 | $199.7K | 0.03% | +8,978+29.2% | Added |
| Angeles Wealth Management, LLC | 39,787 | $200.1K | 0.01% | +19,190+93.2% | Added |
| Aspen Grove Capital, LLC | 40,002 | $201.2K | 0.04% | +40,002 | New |
| TCG Advisory Services, LLC | 40,138 | $201.9K | 0.00% | +5,487+15.8% | Added |
| Bleakley Financial Group, LLC | 40,305 | $202.7K | 0.00% | +40,305 | New |