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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 2,681 | $15.6K | 0.00% | +581+27.7% | Added |
| Creative Financial Designs Inc | 2,786 | $16.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,804 | $16.3K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 2,940 | $17.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3,134 | $18.3K | 0.00% | +1,611+105.8% | Added |
| SHP Wealth Management | 3,382 | $19.7K | 0.00% | +3+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 3,428 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 4,018 | $20.2K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,531 | $20.6K | 0.00% | +3,531 | New |
| Elequin Capital LP | 3,570 | $20.8K | 0.00% | +3,570 | New |
| Silver Grove Financial Group, Inc. | 3,768 | $22.0K | 0.01% | +3,768 | New |
| Acumen Wealth Advisors, LLC | 3,883 | $22.6K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,976 | $23.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,209 | $24.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,764 | $27.8K | 0.00% | −1,132−19.2% | Reduced |
| Addison Advisors LLC | 4,821 | $28.1K | 0.01% | −30,609−86.4% | Reduced |
| Cornerstone Planning Group LLC | 5,203 | $31.9K | 0.00% | +66+1.3% | Added |
| SJS Investment Consulting Inc. | 5,801 | $33.8K | 0.00% | +3,699+176.0% | Added |
| Westside Investment Management, Inc. | 6,406 | $37.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,949 | $40.5K | 0.00% | +344+5.2% | Added |
| Salem Investment Counselors Inc | 7,000 | $40.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 7,150 | $41.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7,176 | $41.8K | 0.00% | +7,176 | New |
| Parkside Financial Bank & Trust | 7,586 | $44.2K | 0.00% | +16+0.2% | Added |
| Manchester Capital Management LLC | 8,163 | $47.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,512 | $49.6K | 0.00% | +2,612+44.3% | Added |
| Trust Co of Toledo NA | 9,415 | $54.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9,478 | $55.3K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9,886 | $57.6K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $58.3K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10,009 | $58.4K | 0.02% | 00.0% | Unchanged |
| Carter Financial Group, INC. | 10,013 | $58.4K | 0.03% | −15,031−60.0% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 10,143 | $59.1K | 0.01% | +10,143 | New |
| Soltis Investment Advisors LLC | 10,189 | $59.4K | 0.00% | +113+1.1% | Added |
| Hexagon Capital Partners LLC | 10,217 | $59.6K | 0.01% | +10,217 | New |
| Koss-Olinger Consulting, LLC | 10,227 | $59.6K | 0.00% | −218,556−95.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,282 | $59.9K | 0.01% | +10,282 | New |
| SG Americas Securities, LLC | 10,257 | $60.0K | 0.00% | −15,141−59.6% | Reduced |
| Hoxton Planning & Management, LLC | 10,657 | $62.1K | 0.02% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10,663 | $62.2K | 0.00% | +567+5.6% | Added |
| Cherrydale Wealth Management, LLC | 10,694 | $62.3K | 0.02% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 10,759 | $62.7K | 0.01% | +10,759 | New |
| Owl Creek Wealth Partners LLC | 10,807 | $63.0K | 0.02% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 10,097 | $63.2K | 0.00% | +10,097 | New |
| Holistic Financial Partners | 10,874 | $63.4K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Group | 10,930 | $63.7K | 0.01% | +10,930 | New |
| Advisor OS, LLC | 10,953 | $63.9K | 0.00% | −2,017−15.6% | Reduced |
| OpenArc Corporate Advisory, LLC | 10,956 | $63.9K | 0.00% | +717+7.0% | Added |
| Salomon & Ludwin, LLC | 10,922 | $64.4K | 0.01% | −2,948−21.3% | Reduced |
| Gotham Asset Management, LLC | 11,118 | $64.8K | 0.00% | 00.0% | Unchanged |
| Viaable, LLC | 11,002 | $64.9K | 0.05% | +11,002 | New |
| Epoch Investment Partners, Inc. | 11,168 | $65.1K | 0.00% | −13,526−54.8% | Reduced |
| Catalytic Wealth RIA, LLC | 11,220 | $65.4K | 0.00% | +11,220 | New |
| Everhart Financial Group, Inc. | 11,499 | $67.0K | 0.00% | +434+3.9% | Added |
| Quotient Wealth Partners, LLC | 11,793 | $68.8K | 0.00% | +11,793 | New |
| National Asset Management, Inc. | 12,135 | $69.8K | 0.00% | +12,135 | New |
| Diversified Enterprises, LLC | 11,992 | $69.9K | 0.00% | −324−2.6% | Reduced |
| Aletheian Wealth Advisors LLC | 12,114 | $70.6K | 0.03% | +12,114 | New |
| SageView Advisory Group, LLC | 12,144 | $70.8K | 0.00% | +188+1.6% | Added |
| Foster Group, Inc. | 12,376 | $72.2K | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 11,759 | $72.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12,451 | $72.6K | 0.01% | +294+2.4% | Added |
| Root Financial Partners, LLC | 12,518 | $73.0K | 0.00% | −645−4.9% | Reduced |
| PFG Investments, LLC | 12,603 | $73.5K | 0.00% | +290+2.4% | Added |
| Legacy Advisors, LLC | 12,874 | $75.1K | 0.01% | +12,874 | New |
| Modern Wealth Management, LLC | 12,927 | $75.4K | 0.00% | +12,927 | New |
| Avidian Wealth Solutions, LLC | 12,960 | $75.6K | 0.00% | +12,960 | New |
| Investment Research Partners LLC | 12,961 | $75.6K | 0.03% | +12,961 | New |
| Avail Investment Partners, LLC | 12,961 | $75.6K | 0.06% | +12,961 | New |
| Morningstar Investment Management LLC | 15,050 | $75.7K | 0.00% | 00.0% | Unchanged |
| Bank Hapoalim BM | 13,000 | $76.0K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 13,041 | $76.0K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 13,278 | $77.4K | 0.00% | +679+5.4% | Added |
| Klingman & Associates, LLC | 13,281 | $77.4K | 0.00% | +1,949+17.2% | Added |
| Vann Equity Management LLC | 13,290 | $77.5K | 0.05% | +296+2.3% | Added |
| Clark Capital Management Group, Inc. | 13,356 | $77.9K | 0.00% | −1,248−8.5% | Reduced |
| Greenleaf Trust | 13,447 | $78.4K | 0.00% | +2,623+24.2% | Added |
| James Hambro & Partners | 13,473 | $78.6K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 13,569 | $79.1K | 0.03% | +13,569 | New |
| Evergreen Wealth Solutions, LLC | 12,821 | $79.5K | 0.00% | −854−6.2% | Reduced |
| Harbour Investments, Inc. | 13,706 | $79.9K | 0.00% | +500+3.8% | Added |
| Insigneo Advisory Services, LLC | 13,716 | $80.0K | 0.00% | −1,483−9.8% | Reduced |
| Acadian Asset Management LLC | 13,792 | $80.0K | 0.00% | −96,780−87.5% | Reduced |
| Impact Investors, Inc | 13,770 | $80.3K | 0.06% | +13,770 | New |
| Atlas Legacy Advisors, LLC | 14,074 | $81.0K | 0.01% | +14,074 | New |
| Boston Private Wealth LLC | 13,964 | $81.4K | 0.01% | +766+5.8% | Added |
| Octavia Wealth Advisors, LLC | 13,973 | $81.5K | 0.01% | −505−3.5% | Reduced |
| RFG Advisory, LLC | 13,981 | $81.5K | 0.00% | +13,981 | New |
| HBK Sorce Advisory LLC | 13,054 | $81.6K | 0.00% | +413+3.3% | Added |
| Zacks Investment Management | 14,027 | $81.8K | 0.00% | +640+4.8% | Added |
| Aspiriant, LLC | 14,070 | $82.0K | 0.00% | +14,070 | New |
| Opal Wealth Advisors, LLC | 14,139 | $82.4K | 0.02% | −413−2.8% | Reduced |
| Dynamic Advisor Solutions LLC | 14,256 | $83.1K | 0.00% | +3,835+36.8% | Added |
| Camden Capital, LLC | 14,287 | $83.3K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 14,405 | $84.0K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 14,521 | $84.7K | 0.04% | −38,104−72.4% | Reduced |
| Knightsbridge Asset Management, LLC | 14,596 | $85.1K | 0.01% | +14,596 | New |
| Park National Corp | 14,623 | $85.3K | 0.00% | −3,264−18.2% | Reduced |
| AE Wealth Management LLC | 14,641 | $85.4K | 0.00% | +14,641 | New |