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 |
|---|---|---|---|---|---|
| FMB Wealth Management | 0 | $0 | 0.00% | −11,812−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −11,553−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −11,460−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −10,253−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −12,338−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −7,203−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −5,111−100.0% | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −2,782−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | – | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Janney Capital Management LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Clarius Group, LLC | – | – | – | – | Not filed |
| David Loasby | – | – | – | – | Not filed |
| DV Equities, LLC | – | – | – | – | Not filed |
| Redmont Wealth Advisors LLC | – | – | – | – | Not filed |