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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 114,375 | $575.3K | 0.01% | +114,375 | New |
| Fortress Private Ledger, LLC | 115,254 | $579.7K | 0.18% | +13,263+13.0% | Added |
| Personal Cfo Solutions, LLC | 119,159 | $599.4K | 0.08% | +99,543+507.5% | Added |
| Evergreen Capital Management LLC | 119,438 | $600.8K | 0.01% | +1,800+1.5% | Added |
| Gibbs Wealth Management | 120,811 | $607.7K | 0.08% | +92,371+324.8% | Added |
| Sequoia Financial Advisors, LLC | 121,470 | $611.0K | 0.00% | +7,140+6.2% | Added |
| Stephens Inc | 122,344 | $615.4K | 0.01% | +1,393+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 123,176 | $620.0K | 0.00% | +3,395+2.8% | Added |
| United Capital Financial Advisers, LLC | 124,830 | $627.9K | 0.00% | +1,867+1.5% | Added |
| Van Diest Capital, LLC | 126,384 | $635.7K | 0.50% | +99,659+372.9% | Added |
| Ronald Blue Trust, Inc. | 128,361 | $645.7K | 0.01% | +3,401+2.7% | Added |
| Yousif Capital Management, LLC | 128,373 | $645.7K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 129,295 | $673.6K | 0.00% | −54,166−29.5% | Reduced |
| Quantbot Technologies LP | 135,103 | $679.6K | 0.03% | −1,769−1.3% | Reduced |
| Vise Technologies, Inc. | 128,362 | $680.3K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 135,791 | $683.0K | 0.07% | +135,791 | New |
| Syon Capital LLC | 138,961 | $699.0K | 0.04% | −1,715−1.2% | Reduced |
| Headlands Technologies LLC | 144,834 | $728.5K | 0.08% | +144,834 | New |
| Marino, Stram & Associates LLC | 151,840 | $763.8K | 0.14% | +5,483+3.7% | Added |
| Invesco Ltd. | 153,197 | $770.6K | 0.00% | −130,100−45.9% | Reduced |
| Snowden Capital Advisors LLC | 156,268 | $786.0K | 0.02% | +142,104+1,003.3% | Added |
| Summit Trail Advisors, LLC | 156,374 | $786.6K | 0.01% | +140,962+914.6% | Added |
| Smartleaf Asset Management LLC | 164,084 | $792.5K | 0.03% | +73,465+81.1% | Added |
| Ellevest, Inc. | 161,989 | $814.8K | 0.11% | −32,790−16.8% | Reduced |
| Gallacher Capital Management LLC | 164,292 | $826.4K | 0.32% | +2,507+1.5% | Added |
| Kathmere Capital Management, LLC | 165,585 | $832.9K | 0.05% | −2,319−1.4% | Reduced |
| Pinnacle Associates Ltd | 166,048 | $835.2K | 0.01% | +1,173+0.7% | Added |
| Ballentine Partners, LLC | 171,959 | $865.0K | 0.01% | +8,310+5.1% | Added |
| Legacy Wealth Asset Management, LLC | 174,017 | $875.3K | 0.21% | −1,593−0.9% | Reduced |
| Prospera Financial Services Inc | 176,392 | $887.1K | 0.01% | −317,050−64.3% | Reduced |
| Keybank National Association | 184,137 | $926.2K | 0.00% | +122,477+198.6% | Added |
| Integrated Wealth Concepts LLC | 184,824 | $929.7K | 0.01% | +68,790+59.3% | Added |
| Qtron Investments LLC | 185,359 | $932.4K | 0.13% | +15,744+9.3% | Added |
| Aaron Wealth Advisors | 190,138 | $956.4K | 0.06% | +23,750+14.3% | Added |
| Allspring Global Investments Holdings, LLC | 186,022 | $970.1K | 0.00% | +29,724+19.0% | Added |
| Barclays PLC | 199,119 | $1.00M | 0.00% | +94,419+90.2% | Added |
| CIBC Asset Management Inc | 199,938 | $1.01M | 0.00% | +46,878+30.6% | Added |
| Sivia Capital Partners, LLC | 207,900 | $1.05M | 0.20% | +35,993+20.9% | Added |
| CI Private Wealth, LLC | 222,692 | $1.10M | 0.00% | +46,691+26.5% | Added |
| Sanctuary Advisors, LLC | 220,173 | $1.11M | 0.01% | +25,118+12.9% | Added |
| Koss-Olinger Consulting, LLC | 228,783 | $1.15M | 0.10% | −2,559−1.1% | Reduced |
| 1832 Asset Management L.P. | 229,328 | $1.15M | 0.00% | +229,328 | New |
| RSM US Wealth Management LLC | 233,198 | $1.17M | 0.01% | +119,137+104.5% | Added |
| Dynasty Wealth Management, LLC | 233,855 | $1.18M | 0.01% | −19,606−7.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 234,646 | $1.18M | 0.01% | +42,678+22.2% | Added |
| Intrust Bank NA | 235,761 | $1.19M | 0.10% | +6,397+2.8% | Added |
| Engineers Gate Manager LP | 237,406 | $1.19M | 0.01% | +237,406 | New |
| Voya Financial Advisors, Inc. | 256,127 | $1.24M | 0.12% | +2,282+0.9% | Added |
| Rhumbline Advisers | 246,091 | $1.24M | 0.00% | +15,890+6.9% | Added |
| Revisor Wealth Management LLC | 246,146 | $1.24M | 0.34% | −6,250−2.5% | Reduced |
| Private Advisor Group, LLC | 259,178 | $1.30M | 0.01% | −14,614−5.3% | Reduced |
| Bessemer Group Inc | 270,401 | $1.36M | 0.00% | +261,932+3,092.8% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 278,900 | $1.40M | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 283,270 | $1.42M | 0.01% | +50,249+21.6% | Added |
| Ieq Capital, LLC | 283,882 | $1.43M | 0.01% | +36,652+14.8% | Added |
| Coldstream Capital Management Inc | 292,419 | $1.47M | 0.02% | +25,757+9.7% | Added |
| Havemeyer Place LP | 300,300 | $1.51M | 0.17% | +300,300 | New |
| Empowered Funds, LLC | 301,065 | $1.51M | 0.01% | +301,065 | New |
| Franklin Resources Inc | 304,569 | $1.53M | 0.00% | +215,070+240.3% | Added |
| Signaturefd, LLC | 308,471 | $1.55M | 0.02% | −1,148−0.4% | Reduced |
| UBS Asset Management Americas Inc | 313,567 | $1.58M | 0.00% | +263,925+531.7% | Added |
| Glenmede Trust Co NA | 313,887 | $1.58M | 0.01% | +191,523+156.5% | Added |
| Callan Family Office, LLC | 319,610 | $1.61M | 0.04% | +42,285+15.2% | Added |
| Quadrant Capital Group LLC | 321,802 | $1.62M | 0.05% | −3,617−1.1% | Reduced |
| Cookson Peirce & Co Inc | 324,583 | $1.63M | 0.07% | −104,375−24.3% | Reduced |
| Captrust Financial Advisors | 330,736 | $1.66M | 0.00% | +206,505+166.2% | Added |
| Park Avenue Securities LLC | 331,866 | $1.67M | 0.01% | +8,479+2.6% | Added |
| Principal Securities, Inc. | 345,168 | $1.74M | 0.03% | +2,360+0.7% | Added |
| Laird Norton Trust Company, LLC | 347,090 | $1.75M | 0.04% | +1,157+0.3% | Added |
| Twin City Private Wealth, LLC | 350,118 | $1.76M | 1.34% | +11,898+3.5% | Added |
| Hantz Financial Services, Inc. | 355,441 | $1.79M | 0.03% | +47,862+15.6% | Added |
| Mount Yale Investment Advisors, LLC | 365,056 | $1.84M | 0.04% | +285,692+360.0% | Added |
| Naviter Wealth, LLC | 367,861 | $1.85M | 0.23% | +11,639+3.3% | Added |
| Royal Palms Capital LLC | 375,661 | $1.89M | 1.87% | +97,000+34.8% | Added |
| SIH Partners, LLLP | 376,246 | $1.89M | 0.06% | +376,246 | New |
| Equitable Trust Co | 378,991 | $1.91M | 0.09% | +378,991 | New |
| Advisor Group Holdings, Inc. | 382,889 | $1.93M | 0.00% | +270,910+241.9% | Added |
| Squarepoint Ops LLC | 384,009 | $1.93M | 0.00% | +357,806+1,365.5% | Added |
| HF Advisory Group, LLC | 388,376 | $1.95M | 0.67% | −32,840−7.8% | Reduced |
| CAPROCK Group, Inc. | 388,654 | $1.95M | 0.05% | −25,534−6.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 390,092 | $1.96M | 0.11% | +209,846+116.4% | Added |
| Atria Investments LLC | 390,154 | $1.96M | 0.02% | +64,258+19.7% | Added |
| Truist Financial Corp | 394,028 | $1.98M | 0.00% | +98,530+33.3% | Added |
| Vestmark Advisory Solutions, Inc. | 394,750 | $1.99M | 0.02% | −422,475−51.7% | Reduced |
| Russell Investments Group, Ltd. | 402,173 | $2.02M | 0.00% | +71,803+21.7% | Added |
| Lockheed Martin Investment Management Co | 408,270 | $2.05M | 0.08% | +20,100+5.2% | Added |
| NewEdge Wealth, LLC | 409,053 | $2.06M | 0.02% | −74,983−15.5% | Reduced |
| Two Sigma Investments, LP | 412,100 | $2.07M | 0.00% | +412,100 | New |
| BTC Capital Management, Inc. | 414,883 | $2.09M | 0.14% | +66,765+19.2% | Added |
| JCIC Asset Management Inc. | 416,850 | $2.10M | 0.64% | +416,850 | New |
| BNP Paribas Arbitrage, SA | 422,219 | $2.12M | 0.00% | −257,222−37.9% | Reduced |
| Bank of Montreal | 431,405 | $2.17M | 0.00% | +270,570+168.2% | Added |
| Vident Advisory, LLC | 452,854 | $2.28M | 0.02% | +53,546+13.4% | Added |
| New York State Common Retirement Fund | 477,622 | $2.40M | 0.00% | +451,810+1,750.4% | Added |
| The PNC Financial Services Group, Inc. | 482,149 | $2.43M | 0.00% | +199,701+70.7% | Added |
| Jones Financial Companies LLLP | 517,679 | $2.50M | 0.00% | +443,636+599.2% | Added |
| Atomi Financial Group, Inc. | 504,501 | $2.54M | 0.08% | +5,810+1.2% | Added |
| First Trust Advisors LP | 512,729 | $2.58M | 0.00% | −14,010−2.7% | Reduced |
| M&T Bank Corp | 519,548 | $2.61M | 0.01% | +434,341+509.7% | Added |
| US Bancorp | 522,518 | $2.63M | 0.00% | −385,952−42.5% | Reduced |