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 |
|---|---|---|---|---|---|
| Jackson Thornton Asset Management, LLC | 36,965 | $202.9K | 0.02% | +11,817+47.0% | Added |
| Beverly Hills Private Wealth, LLC | 41,680 | $209.7K | 0.03% | −3,615−8.0% | Reduced |
| Cromwell Holdings LLC | 41,924 | $210.9K | 0.12% | 00.0% | Unchanged |
| Chicago Trust Co NA | 42,000 | $211.3K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 42,297 | $212.8K | 0.00% | −2,631−5.9% | Reduced |
| IFP Advisors, Inc | 42,762 | $215.1K | 0.00% | +11,725+37.8% | Added |
| Brighton Jones LLC | 43,380 | $218.2K | 0.00% | +43,380 | New |
| Prime Capital Investment Advisors, LLC | 43,579 | $219.2K | 0.00% | +667+1.6% | Added |
| West Family Investments, Inc. | 45,381 | $228.3K | 0.08% | −3,353−6.9% | Reduced |
| Valeo Financial Advisors, LLC | 45,899 | $230.9K | 0.01% | −31,488−40.7% | Reduced |
| Perigon Wealth Management, LLC | 46,144 | $232.1K | 0.00% | −831−1.8% | Reduced |
| Buckingham Strategic Partners | 46,571 | $234.2K | 0.00% | +13,969+42.8% | Added |
| Fielder Capital Group LLC | 46,743 | $235.1K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 47,532 | $239.1K | 0.05% | −2,888−5.7% | Reduced |
| Sage Rhino Capital LLC | 48,242 | $242.7K | 0.05% | +90+0.2% | Added |
| Evolve Private Wealth, LLC | 48,275 | $242.8K | 0.01% | −134−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 48,315 | $243.0K | 0.02% | −4,044−7.7% | Reduced |
| Indivisible Partners | 48,989 | $246.4K | 0.02% | +48,989 | New |
| Envestnet Portfolio Solutions, Inc. | 48,997 | $246.5K | 0.00% | −30,757−38.6% | Reduced |
| Pensionmark Financial Group, LLC | 49,055 | $246.7K | 0.00% | +14,806+43.2% | Added |
| one8zero8, LLC | 50,000 | $251.5K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 50,123 | $252.1K | 0.00% | +27,882+125.4% | Added |
| Concurrent Investment Advisors, LLC | 50,310 | $253.1K | 0.00% | +9,727+24.0% | Added |
| Anchor Investment Management, LLC | 50,500 | $254.0K | 0.02% | −3,500−6.5% | Reduced |
| Brown Financial Advisors | 52,001 | $261.6K | 0.10% | +52,001 | New |
| Hilton Head Capital Partners, LLC | 52,625 | $264.7K | 0.15% | 00.0% | Unchanged |
| Traub Capital Management LLC | 53,050 | $266.8K | 0.26% | −5,333−9.1% | Reduced |
| Trust Point Inc. | 53,095 | $267.1K | 0.02% | +9,174+20.9% | Added |
| Pinnacle Financial Partners, Inc. | 53,569 | $269.5K | 0.00% | −1,865−3.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 53,881 | $271.0K | 0.02% | +53,881 | New |
| Merit Financial Group, LLC | 54,223 | $272.7K | 0.00% | +10,817+24.9% | Added |
| Five Oceans Advisors | 54,791 | $275.6K | 0.10% | 00.0% | Unchanged |
| Anchyra Partners LLC | 54,882 | $276.1K | 0.08% | +3,349+6.5% | Added |
| Mattson Financial Services, LLC | 55,552 | $279.4K | 0.07% | +55,552 | New |
| Arlington Capital Management, Inc. | 56,043 | $281.9K | 0.16% | +2,509+4.7% | Added |
| Ascent Group, LLC | 56,977 | $286.6K | 0.01% | +1,070+1.9% | Added |
| First Affirmative Financial Network | 57,044 | $286.9K | 0.11% | +57,044 | New |
| Allworth Financial LP | 57,279 | $288.1K | 0.00% | +2,832+5.2% | Added |
| State Street Corp | 58,414 | $293.8K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 58,865 | $296.1K | 0.02% | −1,225−2.0% | Reduced |
| Greenspring Advisors, LLC | 59,146 | $297.5K | 0.02% | +1,107+1.9% | Added |
| Cape Investment Advisory, Inc. | 59,188 | $297.7K | 0.10% | −2,757−4.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 59,476 | $299.2K | 0.03% | +32,229+118.3% | Added |
| Natural Investments, LLC | 61,511 | $309.0K | 0.08% | +397+0.6% | Added |
| Frec Markets, Inc. | 61,456 | $309.1K | 0.05% | +11,739+23.6% | Added |
| Custom Index Systems, LLC | 62,279 | $313.3K | 0.14% | +62,279 | New |
| Savant Capital, LLC | 62,462 | $314.2K | 0.00% | +7,550+13.7% | Added |
| TD Private Client Wealth LLC | 62,937 | $316.6K | 0.01% | −17,013−21.3% | Reduced |
| PDS Planning, Inc | 63,071 | $317.2K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 63,985 | $321.8K | 0.15% | +3,922+6.5% | Added |
| SmartHarvest Portfolios, LLC | 64,156 | $322.7K | 0.13% | +5,625+9.6% | Added |
| Sagespring Wealth Partners, LLC | 64,772 | $325.8K | 0.01% | −4,162−6.0% | Reduced |
| Silvercrest Asset Management Group LLC | 66,229 | $333.1K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 66,378 | $334.0K | 0.11% | +66,378 | New |
| Aegis Wealth Management LLC | 66,532 | $334.7K | 0.19% | −1,509−2.2% | Reduced |
| Lido Advisors, LLC | 66,573 | $334.9K | 0.00% | +2,556+4.0% | Added |
| Foundations Investment Advisors, LLC | 66,942 | $336.7K | 0.00% | +5,144+8.3% | Added |
| Advisory Services Network, LLC | 69,341 | $348.8K | 0.00% | +1,028+1.5% | Added |
| Parallel Advisors, LLC | 70,747 | $355.9K | 0.01% | +10,590+17.6% | Added |
| SRS Capital Advisors, Inc. | 71,405 | $359.2K | 0.01% | −20,358−22.2% | Reduced |
| Benjamin Edwards Inc | 72,928 | $366.7K | 0.00% | +5,394+8.0% | Added |
| Beacon Pointe Advisors, LLC | 75,623 | $380.4K | 0.00% | +75,623 | New |
| Aquatic Capital Management LLC | 76,149 | $383.0K | 0.01% | −99,320−56.6% | Reduced |
| Transcend Wealth Collective, LLC | 77,603 | $390.3K | 0.03% | +18,547+31.4% | Added |
| Mutual Advisors, LLC | 78,472 | $394.7K | 0.01% | +68,303+671.7% | Added |
| Foster Victor Wealth Advisors, LLC | 71,135 | $398.4K | 0.02% | +1,022+1.5% | Added |
| Tranquilli Financial Advisor LLC | 80,161 | $403.2K | 0.24% | −9,933−11.0% | Reduced |
| Bank of Nova Scotia | 81,665 | $410.8K | 0.00% | −8,325−9.3% | Reduced |
| HB Wealth Management, LLC | 82,263 | $413.8K | 0.00% | +16,515+25.1% | Added |
| GAMMA Investing LLC | 84,940 | $427.2K | 0.02% | +5,949+7.5% | Added |
| Brookstone Capital Management | 86,176 | $433.5K | 0.00% | +35,407+69.7% | Added |
| William John Sempolinski | 86,232 | $433.7K | 0.22% | −7,900−8.4% | Reduced |
| Independent Advisor Alliance | 87,354 | $439.4K | 0.00% | −7,306−7.7% | Reduced |
| CWM, LLC | 89,442 | $449.9K | 0.00% | +19,187+27.3% | Added |
| Cypress Wealth Services, LLC | 89,610 | $450.7K | 0.06% | −66−0.1% | Reduced |
| BSW Wealth Partners | 90,463 | $455.0K | 0.06% | +27,025+42.6% | Added |
| Abel Hall, LLC | 90,523 | $455.3K | 0.10% | +7,149+8.6% | Added |
| Farther Finance Advisors, LLC | 89,653 | $468.0K | 0.00% | +10,884+13.8% | Added |
| Eagle Rock Investment Company, LLC | 93,759 | $471.6K | 0.07% | −3,832−3.9% | Reduced |
| Clearstead Advisors, LLC | 94,516 | $475.4K | 0.00% | +94,516 | New |
| Winton Group Ltd | 95,900 | $482.4K | 0.02% | +95,900 | New |
| Simplex Trading, LLC | 97,719 | $491.5K | 0.02% | +97,719 | New |
| Cetera Trust Company, N.A | 99,725 | $501.6K | 0.28% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 100,001 | $503.0K | 0.03% | −37,376−27.2% | Reduced |
| May Hill Capital, LLC | 100,688 | $506.5K | 0.13% | +9,008+9.8% | Added |
| Northwestern Mutual Wealth Management Co | 102,163 | $513.9K | 0.00% | −9,909−8.8% | Reduced |
| GeoWealth Management, LLC | 102,725 | $516.7K | 0.02% | +7,827+8.2% | Added |
| Blueshift Asset Management, LLC | 102,945 | $517.8K | 0.16% | +102,945 | New |
| Aprio Wealth Management, LLC | 103,072 | $518.5K | 0.03% | +539+0.5% | Added |
| Papamarkou Wellner Asset Management inc. | 104,100 | $523.6K | 0.32% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 105,461 | $530.5K | 0.09% | −9,817−8.5% | Reduced |
| Susquehanna International Group, LLP | 106,770 | $537.1K | 0.00% | −64,845−37.8% | Reduced |
| EverSource Wealth Advisors, LLC | 109,264 | $549.6K | 0.02% | +25,222+30.0% | Added |
| Apollon Wealth Management, LLC | 109,519 | $550.9K | 0.01% | −1,152−1.0% | Reduced |
| Edge Wealth Management LLC | 110,000 | $553.3K | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 110,572 | $555.0K | 0.00% | −64,799−36.9% | Reduced |
| We Are One Seven, LLC | 110,445 | $555.5K | 0.01% | +7,962+7.8% | Added |
| Commonwealth Equity Services, LLC | 110,786 | $557.3K | 0.00% | +7,126+6.9% | Added |
| XTX Topco Ltd | 113,460 | $570.7K | 0.01% | −452,089−79.9% | Reduced |
| Group One Trading, L.P. | 113,476 | $570.8K | 0.02% | +113,476 | New |