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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 365,056 | $1.84M | 0.04% | +285,692+360.0% | Added |
| Hantz Financial Services, Inc. | 355,441 | $1.79M | 0.03% | +47,862+15.6% | Added |
| Twin City Private Wealth, LLC | 350,118 | $1.76M | 1.34% | +11,898+3.5% | Added |
| Laird Norton Trust Company, LLC | 347,090 | $1.75M | 0.04% | +1,157+0.3% | Added |
| Principal Securities, Inc. | 345,168 | $1.74M | 0.03% | +2,360+0.7% | Added |
| Park Avenue Securities LLC | 331,866 | $1.67M | 0.01% | +8,479+2.6% | Added |
| Captrust Financial Advisors | 330,736 | $1.66M | 0.00% | +206,505+166.2% | Added |
| Cookson Peirce & Co Inc | 324,583 | $1.63M | 0.07% | −104,375−24.3% | Reduced |
| Quadrant Capital Group LLC | 321,802 | $1.62M | 0.05% | −3,617−1.1% | Reduced |
| Callan Family Office, LLC | 319,610 | $1.61M | 0.04% | +42,285+15.2% | Added |
| Glenmede Trust Co NA | 313,887 | $1.58M | 0.01% | +191,523+156.5% | Added |
| UBS Asset Management Americas Inc | 313,567 | $1.58M | 0.00% | +263,925+531.7% | Added |
| Signaturefd, LLC | 308,471 | $1.55M | 0.02% | −1,148−0.4% | Reduced |
| Franklin Resources Inc | 304,569 | $1.53M | 0.00% | +215,070+240.3% | Added |
| Empowered Funds, LLC | 301,065 | $1.51M | 0.01% | +301,065 | New |
| Havemeyer Place LP | 300,300 | $1.51M | 0.17% | +300,300 | New |
| Coldstream Capital Management Inc | 292,419 | $1.47M | 0.02% | +25,757+9.7% | Added |
| Ieq Capital, LLC | 283,882 | $1.43M | 0.01% | +36,652+14.8% | Added |
| Brinker Capital Investments, LLC | 283,270 | $1.42M | 0.01% | +50,249+21.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 278,900 | $1.40M | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 270,401 | $1.36M | 0.00% | +261,932+3,092.8% | Added |
| Private Advisor Group, LLC | 259,178 | $1.30M | 0.01% | −14,614−5.3% | Reduced |
| Revisor Wealth Management LLC | 246,146 | $1.24M | 0.34% | −6,250−2.5% | Reduced |
| Rhumbline Advisers | 246,091 | $1.24M | 0.00% | +15,890+6.9% | Added |
| Voya Financial Advisors, Inc. | 256,127 | $1.24M | 0.12% | +2,282+0.9% | Added |
| Engineers Gate Manager LP | 237,406 | $1.19M | 0.01% | +237,406 | New |
| Intrust Bank NA | 235,761 | $1.19M | 0.10% | +6,397+2.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 234,646 | $1.18M | 0.01% | +42,678+22.2% | Added |
| Dynasty Wealth Management, LLC | 233,855 | $1.18M | 0.01% | −19,606−7.7% | Reduced |
| RSM US Wealth Management LLC | 233,198 | $1.17M | 0.01% | +119,137+104.5% | Added |
| 1832 Asset Management L.P. | 229,328 | $1.15M | 0.00% | +229,328 | New |
| Koss-Olinger Consulting, LLC | 228,783 | $1.15M | 0.10% | −2,559−1.1% | Reduced |
| Sanctuary Advisors, LLC | 220,173 | $1.11M | 0.01% | +25,118+12.9% | Added |
| CI Private Wealth, LLC | 222,692 | $1.10M | 0.00% | +46,691+26.5% | Added |
| Sivia Capital Partners, LLC | 207,900 | $1.05M | 0.20% | +35,993+20.9% | Added |
| CIBC Asset Management Inc | 199,938 | $1.01M | 0.00% | +46,878+30.6% | Added |
| Barclays PLC | 199,119 | $1.00M | 0.00% | +94,419+90.2% | Added |
| Allspring Global Investments Holdings, LLC | 186,022 | $970.1K | 0.00% | +29,724+19.0% | Added |
| Aaron Wealth Advisors | 190,138 | $956.4K | 0.06% | +23,750+14.3% | Added |
| Qtron Investments LLC | 185,359 | $932.4K | 0.13% | +15,744+9.3% | Added |
| Integrated Wealth Concepts LLC | 184,824 | $929.7K | 0.01% | +68,790+59.3% | Added |
| Keybank National Association | 184,137 | $926.2K | 0.00% | +122,477+198.6% | Added |
| Prospera Financial Services Inc | 176,392 | $887.1K | 0.01% | −317,050−64.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 174,017 | $875.3K | 0.21% | −1,593−0.9% | Reduced |
| Ballentine Partners, LLC | 171,959 | $865.0K | 0.01% | +8,310+5.1% | Added |
| Pinnacle Associates Ltd | 166,048 | $835.2K | 0.01% | +1,173+0.7% | Added |
| Kathmere Capital Management, LLC | 165,585 | $832.9K | 0.05% | −2,319−1.4% | Reduced |
| Gallacher Capital Management LLC | 164,292 | $826.4K | 0.32% | +2,507+1.5% | Added |
| Ellevest, Inc. | 161,989 | $814.8K | 0.11% | −32,790−16.8% | Reduced |
| Smartleaf Asset Management LLC | 164,084 | $792.5K | 0.03% | +73,465+81.1% | Added |
| Summit Trail Advisors, LLC | 156,374 | $786.6K | 0.01% | +140,962+914.6% | Added |
| Snowden Capital Advisors LLC | 156,268 | $786.0K | 0.02% | +142,104+1,003.3% | Added |
| Invesco Ltd. | 153,197 | $770.6K | 0.00% | −130,100−45.9% | Reduced |
| Marino, Stram & Associates LLC | 151,840 | $763.8K | 0.14% | +5,483+3.7% | Added |
| Headlands Technologies LLC | 144,834 | $728.5K | 0.08% | +144,834 | New |
| Syon Capital LLC | 138,961 | $699.0K | 0.04% | −1,715−1.2% | Reduced |
| Connable Office Inc | 135,791 | $683.0K | 0.07% | +135,791 | New |
| Vise Technologies, Inc. | 128,362 | $680.3K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 135,103 | $679.6K | 0.03% | −1,769−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 129,295 | $673.6K | 0.00% | −54,166−29.5% | Reduced |
| Yousif Capital Management, LLC | 128,373 | $645.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 128,361 | $645.7K | 0.01% | +3,401+2.7% | Added |
| Van Diest Capital, LLC | 126,384 | $635.7K | 0.50% | +99,659+372.9% | Added |
| United Capital Financial Advisers, LLC | 124,830 | $627.9K | 0.00% | +1,867+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 123,176 | $620.0K | 0.00% | +3,395+2.8% | Added |
| Stephens Inc | 122,344 | $615.4K | 0.01% | +1,393+1.2% | Added |
| Sequoia Financial Advisors, LLC | 121,470 | $611.0K | 0.00% | +7,140+6.2% | Added |
| Gibbs Wealth Management | 120,811 | $607.7K | 0.08% | +92,371+324.8% | Added |
| Evergreen Capital Management LLC | 119,438 | $600.8K | 0.01% | +1,800+1.5% | Added |
| Personal Cfo Solutions, LLC | 119,159 | $599.4K | 0.08% | +99,543+507.5% | Added |
| Fortress Private Ledger, LLC | 115,254 | $579.7K | 0.18% | +13,263+13.0% | Added |
| Voleon Capital Management LP | 114,375 | $575.3K | 0.01% | +114,375 | New |
| Group One Trading, L.P. | 113,476 | $570.8K | 0.02% | +113,476 | New |
| XTX Topco Ltd | 113,460 | $570.7K | 0.01% | −452,089−79.9% | Reduced |
| Commonwealth Equity Services, LLC | 110,786 | $557.3K | 0.00% | +7,126+6.9% | Added |
| We Are One Seven, LLC | 110,445 | $555.5K | 0.01% | +7,962+7.8% | Added |
| Acadian Asset Management LLC | 110,572 | $555.0K | 0.00% | −64,799−36.9% | Reduced |
| Edge Wealth Management LLC | 110,000 | $553.3K | 0.09% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 109,519 | $550.9K | 0.01% | −1,152−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 109,264 | $549.6K | 0.02% | +25,222+30.0% | Added |
| Susquehanna International Group, LLP | 106,770 | $537.1K | 0.00% | −64,845−37.8% | Reduced |
| Drucker Wealth 3.0, LLC | 105,461 | $530.5K | 0.09% | −9,817−8.5% | Reduced |
| Papamarkou Wellner Asset Management inc. | 104,100 | $523.6K | 0.32% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 103,072 | $518.5K | 0.03% | +539+0.5% | Added |
| Blueshift Asset Management, LLC | 102,945 | $517.8K | 0.16% | +102,945 | New |
| GeoWealth Management, LLC | 102,725 | $516.7K | 0.02% | +7,827+8.2% | Added |
| Northwestern Mutual Wealth Management Co | 102,163 | $513.9K | 0.00% | −9,909−8.8% | Reduced |
| May Hill Capital, LLC | 100,688 | $506.5K | 0.13% | +9,008+9.8% | Added |
| Dorsey & Whitney Trust CO LLC | 100,001 | $503.0K | 0.03% | −37,376−27.2% | Reduced |
| Cetera Trust Company, N.A | 99,725 | $501.6K | 0.28% | 00.0% | Unchanged |
| Simplex Trading, LLC | 97,719 | $491.5K | 0.02% | +97,719 | New |
| Winton Group Ltd | 95,900 | $482.4K | 0.02% | +95,900 | New |
| Clearstead Advisors, LLC | 94,516 | $475.4K | 0.00% | +94,516 | New |
| Eagle Rock Investment Company, LLC | 93,759 | $471.6K | 0.07% | −3,832−3.9% | Reduced |
| Farther Finance Advisors, LLC | 89,653 | $468.0K | 0.00% | +10,884+13.8% | Added |
| Abel Hall, LLC | 90,523 | $455.3K | 0.10% | +7,149+8.6% | Added |
| BSW Wealth Partners | 90,463 | $455.0K | 0.06% | +27,025+42.6% | Added |
| Cypress Wealth Services, LLC | 89,610 | $450.7K | 0.06% | −66−0.1% | Reduced |
| CWM, LLC | 89,442 | $449.9K | 0.00% | +19,187+27.3% | Added |
| Independent Advisor Alliance | 87,354 | $439.4K | 0.00% | −7,306−7.7% | Reduced |