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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 14,604 | $73.5K | 0.00% | +14,604 | New |
| Opal Wealth Advisors, LLC | 14,552 | $73.2K | 0.02% | +14,552 | New |
| Cloud Capital Management, LLC | 14,602 | $73.0K | 0.03% | +14,602 | New |
| Octavia Wealth Advisors, LLC | 14,478 | $72.8K | 0.01% | −11,178−43.6% | Reduced |
| August Group Capital Ltd | 14,424 | $72.5K | 0.08% | +293+2.1% | Added |
| Moody National Bank Trust Division | 14,405 | $72.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13,870 | $72.3K | 0.01% | +7,401+114.4% | Added |
| Simplicity Wealth,LLC | 14,289 | $71.9K | 0.00% | −2,242−13.6% | Reduced |
| Camden Capital, LLC | 14,287 | $71.9K | 0.00% | +550+4.0% | Added |
| Robertson Stephens Wealth Management, LLC | 14,280 | $71.8K | 0.00% | +740+5.5% | Added |
| Cresset Asset Management, LLC | 14,251 | $71.7K | 0.00% | +14,251 | New |
| Brown Advisory Inc | 14,177 | $71.3K | 0.00% | −7,018−33.1% | Reduced |
| Rehmann Capital Advisory Group | 13,916 | $70.0K | 0.00% | +13,916 | New |
| IMC-Chicago, LLC | 13,703 | $68.9K | 0.00% | +13,703 | New |
| Evergreen Wealth Solutions, LLC | 13,675 | $68.8K | 0.00% | −1,056−7.2% | Reduced |
| HBK Sorce Advisory LLC | 12,641 | $68.6K | 0.00% | +866+7.4% | Added |
| Legacy Financial Group, Inc. | 13,581 | $68.3K | 0.02% | 00.0% | Unchanged |
| James Hambro & Partners | 13,473 | $67.6K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 13,387 | $67.3K | 0.00% | +1,212+10.0% | Added |
| Boston Private Wealth LLC | 13,198 | $66.4K | 0.00% | −135−1.0% | Reduced |
| Harbour Investments, Inc. | 13,206 | $66.4K | 0.00% | +6,820+106.8% | Added |
| Tanager Wealth Management LLP | 13,170 | $66.2K | 0.01% | +13,170 | New |
| Root Financial Partners, LLC | 13,163 | $66.2K | 0.00% | −55−0.4% | Reduced |
| Sentinus, LLC | 13,071 | $65.7K | 0.01% | +28+0.2% | Added |
| Great Diamond Partners, LLC | 13,041 | $65.6K | 0.01% | +196+1.5% | Added |
| Vann Equity Management LLC | 12,994 | $65.4K | 0.05% | +12,994 | New |
| Advisor OS, LLC | 12,970 | $65.2K | 0.00% | +12,970 | New |
| Bank Hapoalim BM | 13,000 | $65.0K | 0.01% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 12,646 | $63.6K | 0.01% | +12,646 | New |
| Sowell Financial Services LLC | 12,599 | $63.4K | 0.00% | +1,273+11.2% | Added |
| Warren Averett Asset Management, LLC | 12,423 | $62.5K | 0.00% | +2,138+20.8% | Added |
| Foster Group, Inc. | 12,376 | $62.3K | 0.00% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 12,316 | $61.9K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,313 | $61.9K | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 11,759 | $61.4K | 0.00% | +11,759 | New |
| First Pacific Financial | 12,157 | $61.1K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 11,956 | $60.1K | 0.00% | +344+3.0% | Added |
| Xxi Wealth, LLC | 11,472 | $57.7K | 0.03% | +11,472 | New |
| Klingman & Associates, LLC | 11,332 | $57.0K | 0.00% | +411+3.8% | Added |
| Tower Research Capital LLC (TRC) | 11,287 | $56.8K | 0.00% | +11,287 | New |
| Gotham Asset Management, LLC | 11,118 | $55.9K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 11,065 | $55.7K | 0.00% | +11,065 | New |
| VestGen Advisors, LLC | 10,522 | $54.8K | 0.00% | +10,522 | New |
| Holistic Financial Partners | 10,874 | $54.7K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,846 | $54.6K | 0.00% | +10,846 | New |
| Greenleaf Trust | 10,824 | $54.4K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10,807 | $54.4K | 0.02% | +10,807 | New |
| Cherrydale Wealth Management, LLC | 10,694 | $53.8K | 0.02% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 10,657 | $53.6K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 10,577 | $53.2K | 0.02% | −64−0.6% | Reduced |
| Crux Wealth Advisors | 10,574 | $53.2K | 0.02% | +384+3.8% | Added |
| Diversified Management Inc | 10,548 | $53.1K | 0.01% | +10,548 | New |
| Dynamic Advisor Solutions LLC | 10,421 | $52.4K | 0.00% | −312−2.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 10,239 | $51.5K | 0.00% | +10,239 | New |
| Halbert Hargrove Global Advisors, LLC | 10,096 | $50.8K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 10,076 | $50.7K | 0.00% | +10,076 | New |
| Legacy Capital Wealth Partners, LLC | 10,051 | $50.6K | 0.01% | +10,051 | New |
| Enterprise Financial Services Corp | 10,009 | $50.3K | 0.03% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $50.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9,886 | $49.7K | 0.00% | +9,300+1,587.0% | Added |
| True Wealth Design, LLC | 9,478 | $47.7K | 0.01% | +3,913+70.3% | Added |
| Trust Co of Toledo NA | 9,415 | $47.4K | 0.00% | +9,415 | New |
| Twin Peaks Wealth Advisors, LLC | 8,238 | $41.4K | 0.01% | +8,238 | New |
| Manchester Capital Management LLC | 8,163 | $41.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,570 | $38.1K | 0.00% | +172+2.3% | Added |
| HM Payson & Co | 7,150 | $36.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7,000 | $35.2K | 0.00% | +7,000 | New |
| Westside Investment Management, Inc. | 6,406 | $33.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,605 | $33.2K | 0.00% | +1,533+30.2% | Added |
| Mather Group, LLC. | 5,900 | $29.7K | 0.00% | +5,900 | New |
| Private Trust Co NA | 5,896 | $29.7K | 0.00% | −255−4.1% | Reduced |
| Cornerstone Planning Group LLC | 5,137 | $26.7K | 0.00% | +2,915+131.2% | Added |
| Wellington-Altus USA Inc. | 4,018 | $23.4K | 0.01% | −1,427−26.2% | Reduced |
| JFS Wealth Advisors, LLC | 4,209 | $21.2K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,976 | $20.0K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 3,883 | $19.5K | 0.01% | +2,843+273.4% | Added |
| Brown, Lisle/Cummings, Inc. | 3,428 | $17.2K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3,379 | $17.0K | 0.00% | −1,039−23.5% | Reduced |
| Princeton Global Asset Management LLC | 3,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 2,940 | $14.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,804 | $14.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,786 | $14.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,575 | $13.0K | 0.00% | +295+12.9% | Added |
| Essential Partners LLC | 2,579 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,345 | $11.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,341 | $11.8K | 0.00% | −120−4.9% | Reduced |
| Bell Investment Advisors, Inc | 2,248 | $11.3K | 0.00% | −215−8.7% | Reduced |
| SJS Investment Consulting Inc. | 2,102 | $10.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,006 | $10.5K | 0.00% | −566−22.0% | Reduced |
| JDM Financial Group LLC | 2,017 | $10.1K | 0.00% | +2,017 | New |
| Whipplewood Advisors, LLC | 1,944 | $9.78K | 0.01% | +1,944 | New |
| Huntington National Bank | 1,899 | $9.55K | 0.00% | +700+58.4% | Added |
| Retirement Wealth Solutions LLC | 1,891 | $9.51K | 0.01% | +264+16.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,888 | $9.50K | 0.00% | −910−32.5% | Reduced |
| NBC Securities, Inc. | 1,788 | $8.99K | 0.00% | −125−6.5% | Reduced |
| Intentional Wealth Strategies, LLC | 1,776 | $8.93K | 0.01% | +1,776 | New |
| Manning & Napier Advisors LLC | 1,704 | $8.23K | 0.00% | −7−0.4% | Reduced |
| Financial Freedom, LLC | 1,622 | $8.16K | 0.00% | +1,622 | New |
| Proffitt & Goodson Inc | 1,539 | $7.74K | 0.00% | 00.0% | Unchanged |