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 |
|---|---|---|---|---|---|
| Bare Financial Services, Inc | 1,523 | $7.66K | 0.00% | +341+28.8% | Added |
| Signature Equity Partners, LLC | 1,485 | $7.47K | 0.00% | −229−13.4% | Reduced |
| Highline Wealth Partners LLC | 1,406 | $7.07K | 0.00% | −856−37.8% | Reduced |
| Zions Bancorporation, National Association | 1,393 | $7.01K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,392 | $7.00K | 0.00% | +231+19.9% | Added |
| AdvisorNet Financial, Inc | 1,368 | $6.88K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,319 | $6.63K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,284 | $6.46K | 0.00% | +1,284 | New |
| Fortitude Family Office, LLC | 1,279 | $6.43K | 0.00% | −17−1.3% | Reduced |
| Bryn Mawr Trust Co | 1,184 | $5.96K | 0.00% | −139−10.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $5.82K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,064 | $5.35K | 0.00% | +1,064 | New |
| WealthCollab, LLC | 1,046 | $5.26K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 951 | $5.26K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,000 | $5.03K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 912 | $4.59K | 0.00% | +912 | New |
| Principia Wealth Advisory, LLC | 906 | $4.56K | 0.00% | +82+10.0% | Added |
| Innovative Asset Advisors Group, LLC | 902 | $4.54K | 0.00% | +902 | New |
| Nemes Rush Group LLC | 812 | $4.08K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 810 | $4.07K | 0.00% | −44−5.2% | Reduced |
| Spire Wealth Management | 800 | $4.02K | 0.00% | −129−13.9% | Reduced |
| CX Institutional | 849 | $4.00K | 0.00% | −154−15.4% | Reduced |
| JNBA Financial Advisors | 773 | $3.89K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 773 | $3.89K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 765 | $3.85K | 0.00% | −623−44.9% | Reduced |
| Cornerstone Financial Management LLC | 749 | $3.77K | 0.00% | +195+35.2% | Added |
| UMA Financial Services, Inc. | 746 | $3.75K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 744 | $3.74K | 0.00% | +529+246.0% | Added |
| Financial Network Wealth Advisors LLC | 742 | $3.73K | 0.00% | −128−14.7% | Reduced |
| North Star Investment Management Corp. | 731 | $3.68K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 634 | $3.31K | 0.00% | +56+9.7% | Added |
| Napier Financial, LLC | 647 | $3.25K | 0.00% | +647 | New |
| Abound Wealth Management | 610 | $3.07K | 0.00% | −268−30.5% | Reduced |
| TD Capital Management LLC | 550 | $2.76K | 0.00% | −99−15.3% | Reduced |
| Kilter Group LLC | 512 | $2.58K | 0.00% | +169+49.3% | Added |
| DecisionPoint Financial, LLC | 500 | $2.52K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 474 | $2.38K | 0.00% | +474 | New |
| MV Capital Management, Inc. | 437 | $2.20K | 0.00% | +277+173.1% | Added |
| Burk Holdings LLC | 427 | $2.15K | 0.00% | +427 | New |
| Smithfield Trust Co | 497 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 386 | $1.94K | 0.00% | +386 | New |
| Transamerica Financial Advisors, Inc. | 381 | $1.92K | 0.00% | −2,415−86.4% | Reduced |
| First Command Advisory Services, Inc. | 365 | $1.84K | 0.00% | +36+10.9% | Added |
| Sunbelt Securities, Inc. | 363 | $1.83K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 343 | $1.73K | 0.00% | +207+152.2% | Added |
| MidFirst Bank | 322 | $1.62K | 0.00% | +322 | New |
| MPWM Advisory Solutions, LLC | 310 | $1.56K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 269 | $1.35K | 0.00% | +269 | New |
| CVA Family Office, LLC | 255 | $1.28K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 253 | $1.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 253 | $1.27K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 242 | $1.22K | 0.00% | +242 | New |
| Geneos Wealth Management Inc. | 237 | $1.19K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 223 | $1.12K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 219 | $1.10K | 0.00% | +219 | New |
| American Capital Advisory, LLC | 212 | $1.07K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 207 | $1.04K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 194 | $976 | 0.00% | −70−26.5% | Reduced |
| Southern Michigan Bank & Trust | 186 | $936 | 0.00% | +186 | New |
| Key Capital Management, INC | 159 | $800 | 0.00% | +159 | New |
| Bogart Wealth, LLC | 142 | $714 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 140 | $704 | 0.00% | +140 | New |
| Caitong International Asset Management Co., Ltd | 124 | $624 | 0.00% | −17,396−99.3% | Reduced |
| Trust Co | 107 | $538 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 103 | $518 | 0.00% | +103 | New |
| Godfrey Financial Associates, Inc. | 95 | $478 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 93 | $468 | 0.00% | +93 | New |
| GHP Investment Advisors, Inc. | 89 | $448 | 0.00% | +89 | New |
| Toth Financial Advisory Corp | 70 | $353 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 30 | $151 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 13 | $65 | 0.00% | +13 | New |
| Sofos Investments, Inc. | 7 | $35 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −1,258,776−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −332,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −314,721−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −181,796−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −107,422−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −104,383−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −85,602−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −68,955−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −49,339−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −45,429−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −41,594−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −38,263−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −36,814−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −24,681−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −24,084−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −23,645−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −22,749−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −21,524−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −20,314−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −16,575−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −15,794−100.0% | Sold out |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −15,711−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −15,114−100.0% | Sold out |
| J. Derek Lewis & Associates Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,851−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −13,365−100.0% | Sold out |
| Trajan Wealth LLC | 0 | $0 | 0.00% | −12,683−100.0% | Sold out |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −12,345−100.0% | Sold out |