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, Q2 2026
Institutional positions in Lloyds Banking Group plc as of Jun 30, 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
- 613
- +49 vs. Q1 2026
- Shares held
- 592.9M
- −18.3M (−3.0%) vs. Q1 2026
- Total value
- $3.45B
- +$387.2M (+12.6%) vs. Q1 2026
- New holders
- 95
- 267 more added
- Sold out
- 46
- 148 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | 7 | $41 | 0.00% | +7 | New |
| Institute for Wealth Management, LLC. | 26 | $151 | 0.00% | +26 | New |
| Cary Street Partners Financial LLC | 42 | $245 | 0.00% | +42 | New |
| Versant Capital Management, Inc | 54 | $315 | 0.00% | +54 | New |
| GHP Investment Advisors, Inc. | 89 | $519 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 93 | $543 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 93 | $545 | 0.00% | +93 | New |
| Godfrey Financial Associates, Inc. | 95 | $554 | 0.00% | 00.0% | Unchanged |
| Trust Co | 107 | $624 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 125 | $729 | 0.00% | +125 | New |
| Mosley Wealth Management | 131 | $764 | 0.00% | +131 | New |
| Stone House Investment Management, LLC | 133 | $775 | 0.00% | +30+29.1% | Added |
| Arlington Trust Co LLC | 140 | $816 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 164 | $957 | 0.00% | +164 | New |
| Breakwater Investment Management | 167 | $974 | 0.00% | +167 | New |
| Pin Oak Investment Advisors Inc | 132 | $1.00K | 0.00% | +132 | New |
| CoreCap Advisors, LLC | 172 | $1.00K | 0.00% | +172 | New |
| Southern Michigan Bank & Trust | 186 | $1.08K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 207 | $1.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 223 | $1.30K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 237 | $1.38K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 237 | $1.38K | 0.00% | +237 | New |
| LRI Investments, LLC | 243 | $1.42K | 0.00% | +243 | New |
| Caldwell Trust Co | 246 | $1.43K | 0.00% | +246 | New |
| Elevated Capital Advisors, LLC | 253 | $1.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 253 | $1.48K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $1.49K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 256 | $1.49K | 0.00% | +256 | New |
| Trifecta Capital Advisors, LLC | 270 | $1.57K | 0.00% | +270 | New |
| Action Point Financial Planning, LLC | 272 | $1.59K | 0.00% | +272 | New |
| Bogart Wealth, LLC | 281 | $1.64K | 0.00% | +139+97.9% | Added |
| Grove Bank & Trust | 307 | $1.79K | 0.00% | +88+40.2% | Added |
| MPWM Advisory Solutions, LLC | 310 | $1.81K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 322 | $1.88K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 377 | $2.20K | 0.00% | −97−20.5% | Reduced |
| West Paces Advisors Inc. | 388 | $2.26K | 0.00% | +388 | New |
| Central Trust Co | 421 | $2.46K | 0.00% | +227+117.0% | Added |
| Burk Holdings LLC | 427 | $2.49K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 438 | $2.55K | 0.00% | −1,907−81.3% | Reduced |
| UMA Financial Services, Inc. | 443 | $2.58K | 0.00% | −303−40.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 454 | $2.65K | 0.00% | +454 | New |
| Whipplewood Advisors, LLC | 490 | $2.86K | 0.00% | −1,454−74.8% | Reduced |
| MV Capital Management, Inc. | 494 | $2.88K | 0.00% | +57+13.0% | Added |
| DecisionPoint Financial, LLC | 500 | $2.95K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 497 | $3.00K | 0.00% | 00.0% | Unchanged |
| Motco | 537 | $3.13K | 0.00% | +537 | New |
| TD Capital Management LLC | 563 | $3.28K | 0.00% | +13+2.4% | Added |
| Plante Moran Financial Advisors, LLC | 575 | $3.35K | 0.00% | +575 | New |
| Tounjian Advisory Partners, LLC | 595 | $3.47K | 0.00% | +595 | New |
| Abound Wealth Management | 610 | $3.56K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 612 | $3.61K | 0.00% | +612 | New |
| Synergy Investment Management, LLC | 629 | $3.69K | 0.00% | +629 | New |
| Quent Capital, LLC | 646 | $3.77K | 0.00% | +646 | New |
| American Capital Advisory, LLC | 692 | $4.04K | 0.00% | +480+226.4% | Added |
| Gleason Group, Inc. | 707 | $4.12K | 0.00% | +707 | New |
| IFG Advisory, LLC | 712 | $4.15K | 0.00% | +712 | New |
| Markowski Investments | 717 | $4.18K | 0.00% | +717 | New |
| Financial Management Professionals, Inc. | 720 | $4.20K | 0.00% | +334+86.5% | Added |
| North Star Investment Management Corp. | 731 | $4.26K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 733 | $4.27K | 0.00% | +390+113.7% | Added |
| Rossby Financial, LCC | 738 | $4.30K | 0.00% | +104+16.4% | Added |
| Ancora Advisors, LLC | 765 | $4.46K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 773 | $4.51K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 773 | $4.51K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 800 | $4.66K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 810 | $4.72K | 0.00% | +810 | New |
| Nemes Rush Group LLC | 812 | $4.73K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 868 | $5.00K | 0.00% | +19+2.2% | Added |
| Kozak & Associates, Inc. | 951 | $5.61K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,000 | $5.83K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,012 | $5.90K | 0.00% | +631+165.6% | Added |
| WealthCollab, LLC | 1,046 | $6.10K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,064 | $6.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1,158 | $6.75K | 0.00% | +252+27.8% | Added |
| Bryn Mawr Trust Co | 1,184 | $6.90K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,239 | $7.22K | 0.00% | +83+7.2% | Added |
| IMA Wealth, Inc. | 1,242 | $7.24K | 0.00% | +432+53.3% | Added |
| Fortitude Family Office, LLC | 1,279 | $7.46K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,319 | $7.69K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,326 | $7.73K | 0.00% | −80−5.7% | Reduced |
| AdvisorNet Financial, Inc | 1,368 | $7.97K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,375 | $8.02K | 0.00% | +863+168.6% | Added |
| Zions Bancorporation, National Association | 1,391 | $8.11K | 0.00% | −2−0.1% | Reduced |
| Huntington National Bank | 1,409 | $8.21K | 0.00% | −490−25.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,498 | $8.73K | 0.00% | +1,498 | New |
| Proffitt & Goodson Inc | 1,539 | $8.97K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 1,544 | $9.00K | 0.01% | +795+106.1% | Added |
| BOK Financial Private Wealth, Inc. | 1,597 | $9.31K | 0.00% | +1,597 | New |
| Financial Consulate, Inc | 1,606 | $9.36K | 0.00% | +862+115.9% | Added |
| NBC Securities, Inc. | 1,738 | $10.1K | 0.00% | −50−2.8% | Reduced |
| Signature Equity Partners, LLC | 1,770 | $10.3K | 0.00% | +285+19.2% | Added |
| Retirement Wealth Solutions LLC | 1,939 | $11.3K | 0.01% | +48+2.5% | Added |
| JDM Financial Group LLC | 2,017 | $11.8K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 2,045 | $11.9K | 0.01% | +2,045 | New |
| Nisa Investment Advisors, LLC | 2,047 | $11.9K | 0.00% | +655+47.1% | Added |
| Financial Network Wealth Advisors LLC | 2,196 | $12.8K | 0.01% | +1,454+196.0% | Added |
| Bell Investment Advisors, Inc | 2,461 | $14.3K | 0.00% | +213+9.5% | Added |
| Raffa Wealth Management, LLC | 2,537 | $14.8K | 0.00% | +196+8.4% | Added |
| GW&K Investment Management, LLC | 2,575 | $15.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,579 | $15.0K | 0.01% | 00.0% | Unchanged |