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 |
|---|---|---|---|---|---|
| CacheTech Inc. | 28,246 | $142.1K | 0.03% | +28,246 | New |
| Prosperity Consulting Group, LLC | 28,200 | $141.8K | 0.01% | −367−1.3% | Reduced |
| Guggenheim Capital LLC | 27,859 | $140.1K | 0.00% | −318−1.1% | Reduced |
| Keel Point, LLC | 27,462 | $138.1K | 0.01% | −8,656−24.0% | Reduced |
| Continuum Advisory, LLC | 27,436 | $138.0K | 0.01% | −1,155−4.0% | Reduced |
| Keebeck Wealth Management, LLC | 27,387 | $137.8K | 0.02% | +27,387 | New |
| HSBC Holdings PLC | 27,341 | $137.5K | 0.00% | +11,107+68.4% | Added |
| Basecamp Wealth Advisors LLC | 27,074 | $136.2K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 27,032 | $136.0K | 0.00% | −22,077−45.0% | Reduced |
| Stronghold Wealth Management L.L.C. | 26,775 | $134.7K | 0.20% | +733+2.8% | Added |
| Brentview Investment Management LLC | 26,741 | $134.5K | 0.06% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 26,458 | $133.1K | 0.00% | −2,200−7.7% | Reduced |
| Traveka Wealth, LLC | 26,401 | $132.8K | 0.05% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 26,381 | $132.7K | 0.06% | 00.0% | Unchanged |
| Xponance, Inc. | 26,306 | $132.3K | 0.00% | +6,168+30.6% | Added |
| Meriwether Wealth & Planning, LLC | 26,244 | $132.0K | 0.07% | −3,370−11.4% | Reduced |
| American Trust | 25,825 | $129.9K | 0.01% | +25,825 | New |
| Integrity Financial Corp | 25,696 | $129.3K | 0.06% | +25,696 | New |
| Advisors Management Group Inc | 25,691 | $129.0K | 0.02% | +5,543+27.5% | Added |
| New Republic Capital, LLC | 25,572 | $128.6K | 0.04% | −19,812−43.7% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 25,518 | $128.4K | 0.11% | +25,518 | New |
| SG Americas Securities, LLC | 25,398 | $128.0K | 0.00% | +25,398 | New |
| Crumly & Associates Inc. | 25,404 | $127.8K | 0.03% | +1,789+7.6% | Added |
| ProVise Management Group, LLC | 25,280 | $127.2K | 0.01% | +453+1.8% | Added |
| Retirement Planning Co of New England, Inc. | 25,218 | $126.8K | 0.05% | +120.0% | Added |
| EP Wealth Advisors, LLC | 25,096 | $126.2K | 0.00% | −4,044−13.9% | Reduced |
| Chase Investment Counsel Corp | 25,181 | $126.0K | 0.03% | +25,181 | New |
| Carter Financial Group, INC. | 25,044 | $126.0K | 0.08% | +725+3.0% | Added |
| Livet Wealth, LLC | 24,931 | $125.4K | 0.08% | −3,022−10.8% | Reduced |
| Lifeworks Advisors, LLC | 24,866 | $125.1K | 0.02% | +631+2.6% | Added |
| 55 North Private Wealth, LLC | 24,798 | $124.7K | 0.03% | −1,830−6.9% | Reduced |
| Epoch Investment Partners, Inc. | 24,694 | $124.2K | 0.00% | +12,322+99.6% | Added |
| Aigen Investment Management, LP | 24,596 | $123.7K | 0.03% | +24,596 | New |
| Oppenheimer & Co Inc | 24,558 | $123.5K | 0.00% | −781−3.1% | Reduced |
| Flatrock Wealth Partners LLC | 24,463 | $123.1K | 0.06% | +133+0.5% | Added |
| Keynote Financial Services LLC | 24,400 | $122.7K | 0.07% | 00.0% | Unchanged |
| Cooper Financial Group | 24,377 | $122.6K | 0.01% | +571+2.4% | Added |
| Evoke Wealth, LLC | 24,257 | $122.0K | 0.00% | +3,885+19.1% | Added |
| Virtu Financial LLC | 24,166 | $122.0K | 0.01% | −28,840−54.4% | Reduced |
| Baldwin Brothers Inc | 24,074 | $121.1K | 0.01% | +1,883+8.5% | Added |
| Quintet Private Bank (Europe) S.A. | 24,000 | $120.7K | 0.01% | +24,000 | New |
| PFG Advisors | 23,764 | $119.5K | 0.01% | −820−3.3% | Reduced |
| TownSquare Capital, LLC | 23,429 | $117.8K | 0.03% | −3,624−13.4% | Reduced |
| Equitable Holdings, Inc. | 22,166 | $117.5K | 0.00% | +22,166 | New |
| CPA Asset Management LLC | 23,185 | $116.6K | 0.04% | −1,289−5.3% | Reduced |
| Choate Investment Advisors | 23,163 | $116.5K | 0.00% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 22,828 | $114.8K | 0.02% | −4,331−15.9% | Reduced |
| V-Square Quantitative Management LLC | 22,528 | $113.3K | 0.01% | +7,928+54.3% | Added |
| Virtue Capital Management, LLC | 22,977 | $111.0K | 0.02% | −743−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,710 | $109.2K | 0.00% | +4,002+22.6% | Added |
| Centurion Wealth Management LLC | 21,544 | $108.4K | 0.02% | −91−0.4% | Reduced |
| Curated Wealth Partners LLC | 21,353 | $107.4K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 21,190 | $106.6K | 0.01% | 00.0% | Unchanged |
| Breakwater Capital Group | 21,006 | $105.7K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 20,837 | $104.8K | 0.00% | −292−1.4% | Reduced |
| Paladin Wealth, LLC | 20,612 | $103.7K | 0.07% | +20,612 | New |
| Pure Financial Advisors, Inc. | 20,296 | $102.1K | 0.00% | +5,637+38.5% | Added |
| Unique Wealth Strategies, LLC | 20,271 | $102.0K | 0.04% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 20,204 | $101.6K | 0.03% | +3,965+24.4% | Added |
| Wealth Alliance | 20,058 | $100.9K | 0.01% | −1,086−5.1% | Reduced |
| 71 West Capital Partners | 19,799 | $99.6K | 0.00% | +3,927+24.7% | Added |
| Berger Financial Group, Inc | 19,547 | $98.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19,351 | $97.3K | 0.06% | −2,830−12.8% | Reduced |
| Amussen Hunsaker Associates LLC | 19,336 | $97.3K | 0.01% | +19,336 | New |
| Brio Consultants, LLC | 18,648 | $96.8K | 0.01% | −2,228−10.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 19,177 | $96.5K | 0.02% | +3,088+19.2% | Added |
| Arkadios Wealth Advisors | 18,760 | $94.4K | 0.00% | +1,801+10.6% | Added |
| Sage Investment Counsel LLC | 18,700 | $94.1K | 0.10% | −6,100−24.6% | Reduced |
| Silver Oak Securities, Inc | 18,491 | $93.0K | 0.01% | +1,046+6.0% | Added |
| Thrivent Financial for Lutherans | 18,555 | $93.0K | 0.00% | +18,555 | New |
| Steel Peak Wealth Management LLC | 18,416 | $92.6K | 0.00% | +285+1.6% | Added |
| Lazari Capital Management, Inc. | 17,949 | $90.3K | 0.03% | −42−0.2% | Reduced |
| Park National Corp | 17,887 | $90.0K | 0.00% | +17,887 | New |
| Capital Asset Advisory Services LLC | 15,909 | $89.4K | 0.00% | −666−4.0% | Reduced |
| Aptus Capital Advisors, LLC | 17,775 | $89.4K | 0.00% | −1,094−5.8% | Reduced |
| Abacus Wealth Partners, LLC | 17,729 | $89.2K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,727 | $89.0K | 0.00% | +140+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 17,469 | $87.6K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 17,385 | $87.4K | 0.01% | +4,025+30.1% | Added |
| Baird Financial Group, Inc. | 17,348 | $87.3K | 0.00% | −2,578−12.9% | Reduced |
| Seven Mile Advisory | 16,977 | $85.4K | 0.06% | +70.0% | Added |
| Anfield Capital Management, LLC | 16,973 | $85.4K | 0.02% | +16,973 | New |
| Sym Financial Corp | 16,794 | $84.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16,487 | $82.9K | 0.00% | +1,805+12.3% | Added |
| Brown Brothers Harriman & Co | 16,411 | $82.5K | 0.00% | +6,888+72.3% | Added |
| Aureus Asset Management, LLC | 16,186 | $81.4K | 0.01% | +16,186 | New |
| Fiduciary Financial Group, LLC | 16,137 | $81.2K | 0.01% | +1,027+6.8% | Added |
| Intergy Private Wealth, LLC | 16,137 | $81.2K | 0.02% | +1,449+9.9% | Added |
| RMR Wealth Builders | 16,063 | $80.8K | 0.01% | +16,063 | New |
| Quantinno Capital Management LP | 15,928 | $80.1K | 0.00% | −53,931−77.2% | Reduced |
| SBI Securities Co., Ltd. | 15,922 | $80.1K | 0.00% | −30.0% | Reduced |
| MAI Capital Management | 15,826 | $79.6K | 0.00% | +1,962+14.2% | Added |
| Insigneo Advisory Services, LLC | 15,199 | $76.5K | 0.01% | +2,533+20.0% | Added |
| Resonant Capital Advisors, LLC | 15,130 | $76.1K | 0.00% | +15,130 | New |
| Morningstar Investment Management LLC | 15,050 | $75.7K | 0.00% | −6,630−30.6% | Reduced |
| RWM Asset Management, LLC | 14,840 | $74.6K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 14,840 | $74.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,673 | $73.8K | 0.00% | +14,673 | New |
| Crestwood Advisors Group LLC | 14,651 | $73.7K | 0.00% | +2,097+16.7% | Added |
| PharVision Advisers, LLC | 14,629 | $73.6K | 0.75% | +14,629 | New |