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 |
|---|---|---|---|---|---|
| William John Sempolinski | 86,232 | $433.7K | 0.22% | −7,900−8.4% | Reduced |
| Brookstone Capital Management | 86,176 | $433.5K | 0.00% | +35,407+69.7% | Added |
| GAMMA Investing LLC | 84,940 | $427.2K | 0.02% | +5,949+7.5% | Added |
| HB Wealth Management, LLC | 82,263 | $413.8K | 0.00% | +16,515+25.1% | Added |
| Bank of Nova Scotia | 81,665 | $410.8K | 0.00% | −8,325−9.3% | Reduced |
| Tranquilli Financial Advisor LLC | 80,161 | $403.2K | 0.24% | −9,933−11.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 71,135 | $398.4K | 0.02% | +1,022+1.5% | Added |
| Mutual Advisors, LLC | 78,472 | $394.7K | 0.01% | +68,303+671.7% | Added |
| Transcend Wealth Collective, LLC | 77,603 | $390.3K | 0.03% | +18,547+31.4% | Added |
| Aquatic Capital Management LLC | 76,149 | $383.0K | 0.01% | −99,320−56.6% | Reduced |
| Beacon Pointe Advisors, LLC | 75,623 | $380.4K | 0.00% | +75,623 | New |
| Benjamin Edwards Inc | 72,928 | $366.7K | 0.00% | +5,394+8.0% | Added |
| SRS Capital Advisors, Inc. | 71,405 | $359.2K | 0.01% | −20,358−22.2% | Reduced |
| Parallel Advisors, LLC | 70,747 | $355.9K | 0.01% | +10,590+17.6% | Added |
| Advisory Services Network, LLC | 69,341 | $348.8K | 0.00% | +1,028+1.5% | Added |
| Foundations Investment Advisors, LLC | 66,942 | $336.7K | 0.00% | +5,144+8.3% | Added |
| Lido Advisors, LLC | 66,573 | $334.9K | 0.00% | +2,556+4.0% | Added |
| Aegis Wealth Management LLC | 66,532 | $334.7K | 0.19% | −1,509−2.2% | Reduced |
| FDx Advisors, Inc. | 66,378 | $334.0K | 0.11% | +66,378 | New |
| Silvercrest Asset Management Group LLC | 66,229 | $333.1K | 0.00% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 64,772 | $325.8K | 0.01% | −4,162−6.0% | Reduced |
| SmartHarvest Portfolios, LLC | 64,156 | $322.7K | 0.13% | +5,625+9.6% | Added |
| Alliance Wealth Advisors, LLC | 63,985 | $321.8K | 0.15% | +3,922+6.5% | Added |
| PDS Planning, Inc | 63,071 | $317.2K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 62,937 | $316.6K | 0.01% | −17,013−21.3% | Reduced |
| Savant Capital, LLC | 62,462 | $314.2K | 0.00% | +7,550+13.7% | Added |
| Custom Index Systems, LLC | 62,279 | $313.3K | 0.14% | +62,279 | New |
| Frec Markets, Inc. | 61,456 | $309.1K | 0.05% | +11,739+23.6% | Added |
| Natural Investments, LLC | 61,511 | $309.0K | 0.08% | +397+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 59,476 | $299.2K | 0.03% | +32,229+118.3% | Added |
| Cape Investment Advisory, Inc. | 59,188 | $297.7K | 0.10% | −2,757−4.5% | Reduced |
| Greenspring Advisors, LLC | 59,146 | $297.5K | 0.02% | +1,107+1.9% | Added |
| Frank, Rimerman Advisors LLC | 58,865 | $296.1K | 0.02% | −1,225−2.0% | Reduced |
| State Street Corp | 58,414 | $293.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 57,279 | $288.1K | 0.00% | +2,832+5.2% | Added |
| First Affirmative Financial Network | 57,044 | $286.9K | 0.11% | +57,044 | New |
| Ascent Group, LLC | 56,977 | $286.6K | 0.01% | +1,070+1.9% | Added |
| Arlington Capital Management, Inc. | 56,043 | $281.9K | 0.16% | +2,509+4.7% | Added |
| Mattson Financial Services, LLC | 55,552 | $279.4K | 0.07% | +55,552 | New |
| Anchyra Partners LLC | 54,882 | $276.1K | 0.08% | +3,349+6.5% | Added |
| Five Oceans Advisors | 54,791 | $275.6K | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 54,223 | $272.7K | 0.00% | +10,817+24.9% | Added |
| Campbell & CO Investment Adviser LLC | 53,881 | $271.0K | 0.02% | +53,881 | New |
| Pinnacle Financial Partners, Inc. | 53,569 | $269.5K | 0.00% | −1,865−3.4% | Reduced |
| Trust Point Inc. | 53,095 | $267.1K | 0.02% | +9,174+20.9% | Added |
| Traub Capital Management LLC | 53,050 | $266.8K | 0.26% | −5,333−9.1% | Reduced |
| Hilton Head Capital Partners, LLC | 52,625 | $264.7K | 0.15% | 00.0% | Unchanged |
| Brown Financial Advisors | 52,001 | $261.6K | 0.10% | +52,001 | New |
| Anchor Investment Management, LLC | 50,500 | $254.0K | 0.02% | −3,500−6.5% | Reduced |
| Concurrent Investment Advisors, LLC | 50,310 | $253.1K | 0.00% | +9,727+24.0% | Added |
| D.A. Davidson & Co. | 50,123 | $252.1K | 0.00% | +27,882+125.4% | Added |
| one8zero8, LLC | 50,000 | $251.5K | 0.06% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 49,055 | $246.7K | 0.00% | +14,806+43.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 48,997 | $246.5K | 0.00% | −30,757−38.6% | Reduced |
| Indivisible Partners | 48,989 | $246.4K | 0.02% | +48,989 | New |
| Checchi Capital Advisers, LLC | 48,315 | $243.0K | 0.02% | −4,044−7.7% | Reduced |
| Evolve Private Wealth, LLC | 48,275 | $242.8K | 0.01% | −134−0.3% | Reduced |
| Sage Rhino Capital LLC | 48,242 | $242.7K | 0.05% | +90+0.2% | Added |
| Drive Wealth Management, LLC | 47,532 | $239.1K | 0.05% | −2,888−5.7% | Reduced |
| Fielder Capital Group LLC | 46,743 | $235.1K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 46,571 | $234.2K | 0.00% | +13,969+42.8% | Added |
| Perigon Wealth Management, LLC | 46,144 | $232.1K | 0.00% | −831−1.8% | Reduced |
| Valeo Financial Advisors, LLC | 45,899 | $230.9K | 0.01% | −31,488−40.7% | Reduced |
| West Family Investments, Inc. | 45,381 | $228.3K | 0.08% | −3,353−6.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 43,579 | $219.2K | 0.00% | +667+1.6% | Added |
| Brighton Jones LLC | 43,380 | $218.2K | 0.00% | +43,380 | New |
| IFP Advisors, Inc | 42,762 | $215.1K | 0.00% | +11,725+37.8% | Added |
| Change Path, LLC | 42,297 | $212.8K | 0.00% | −2,631−5.9% | Reduced |
| Chicago Trust Co NA | 42,000 | $211.3K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 41,924 | $210.9K | 0.12% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 41,680 | $209.7K | 0.03% | −3,615−8.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 36,965 | $202.9K | 0.02% | +11,817+47.0% | Added |
| Bleakley Financial Group, LLC | 40,305 | $202.7K | 0.00% | +40,305 | New |
| TCG Advisory Services, LLC | 40,138 | $201.9K | 0.00% | +5,487+15.8% | Added |
| Aspen Grove Capital, LLC | 40,002 | $201.2K | 0.04% | +40,002 | New |
| Angeles Wealth Management, LLC | 39,787 | $200.1K | 0.01% | +19,190+93.2% | Added |
| Portside Wealth Group, LLC | 39,706 | $199.7K | 0.03% | +8,978+29.2% | Added |
| Purkiss Capital Advisors LLC | 39,260 | $197.5K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 38,846 | $195.4K | 0.06% | +38,846 | New |
| First Horizon Corp | 38,465 | $193.5K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 33,405 | $185.4K | 0.01% | +1,141+3.5% | Added |
| Pathfinder Wealth Consulting, Inc. | 36,529 | $183.7K | 0.12% | −567−1.5% | Reduced |
| LVW Advisors, LLC | 35,971 | $180.9K | 0.02% | +35,971 | New |
| Ausdal Financial Partners, Inc. | 35,488 | $178.5K | 0.01% | +2,517+7.6% | Added |
| Addison Advisors LLC | 35,430 | $178.2K | 0.04% | −193−0.5% | Reduced |
| Platform Technology Partners | 33,489 | $168.4K | 0.03% | −152−0.5% | Reduced |
| Gateway Wealth Partners, LLC | 33,237 | $167.2K | 0.01% | +33,237 | New |
| Toronto Dominion Bank | 33,055 | $167.0K | 0.00% | −13,040−28.3% | Reduced |
| Granite Group Advisors, LLC | 32,018 | $166.5K | 0.10% | +32,018 | New |
| GTS Securities LLC | 32,841 | $165.2K | 0.01% | +32,841 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,634 | $164.2K | 0.00% | +8,331+34.3% | Added |
| SPWM Advisors LLC | 31,474 | $164.0K | 0.14% | −597−1.9% | Reduced |
| Optas, LLC | 32,412 | $163.0K | 0.02% | −3,215−9.0% | Reduced |
| Fifth Third Bancorp | 32,356 | $162.8K | 0.00% | +22,056+214.1% | Added |
| Summit Financial, LLC | 31,495 | $158.4K | 0.00% | +208+0.7% | Added |
| Savvy Advisors, Inc. | 31,319 | $157.5K | 0.00% | +4,515+16.8% | Added |
| Abc Arbitrage SA | 30,910 | $155.5K | 0.02% | +30,910 | New |
| Venturi Wealth Management, LLC | 30,553 | $153.7K | 0.01% | +30,553 | New |
| Riversedge Advisors, LLC | 29,445 | $148.1K | 0.02% | +406+1.4% | Added |
| GWM Advisors LLC | 28,997 | $145.9K | 0.00% | −547−1.9% | Reduced |