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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 14,735 | $85.9K | 0.00% | +455+3.2% | Added |
| Financial Network Wealth Management LLC | 14,840 | $86.0K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,833 | $86.5K | 0.00% | +2,410+19.4% | Added |
| First Command Advisory Services, Inc. | 14,837 | $86.5K | 0.00% | +14,472+3,964.9% | Added |
| BLVD Private Wealth, LLC | 14,879 | $86.7K | 0.06% | +14,879 | New |
| Cloud Capital Management, LLC | 14,988 | $87.0K | 0.03% | +386+2.6% | Added |
| Rehmann Capital Advisory Group | 15,099 | $88.0K | 0.00% | +1,183+8.5% | Added |
| August Group Capital Ltd | 15,158 | $88.4K | 0.10% | +734+5.1% | Added |
| Federation des caisses Desjardins du Quebec | 15,269 | $89.0K | 0.00% | −2,200−12.6% | Reduced |
| Sentinus, LLC | 15,306 | $89.2K | 0.01% | +2,235+17.1% | Added |
| Baird Financial Group, Inc. | 15,316 | $89.3K | 0.00% | −2,032−11.7% | Reduced |
| Resonant Capital Advisors, LLC | 15,323 | $89.3K | 0.00% | +193+1.3% | Added |
| J.W. Cole Advisors, Inc. | 15,442 | $90.0K | 0.00% | +15,442 | New |
| Aureus Asset Management, LLC | 15,552 | $90.7K | 0.01% | −634−3.9% | Reduced |
| SBI Securities Co., Ltd. | 15,599 | $90.9K | 0.00% | −323−2.0% | Reduced |
| Peapack Gladstone Financial Corp | 15,606 | $91.0K | 0.00% | +15,606 | New |
| Gateway Wealth Partners, LLC | 15,785 | $92.0K | 0.01% | −17,452−52.5% | Reduced |
| VestGen Advisors, LLC | 15,920 | $92.8K | 0.00% | +5,398+51.3% | Added |
| Facet Wealth, Inc. | 16,021 | $93.4K | 0.00% | +16,021 | New |
| Intergy Private Wealth, LLC | 16,165 | $94.2K | 0.02% | +28+0.2% | Added |
| Caitong International Asset Management Co., Ltd | 16,197 | $94.4K | 0.01% | +16,073+12,962.1% | Added |
| RMR Wealth Builders | 16,258 | $94.8K | 0.01% | +195+1.2% | Added |
| Capital Asset Advisory Services LLC | 16,336 | $95.2K | 0.00% | +427+2.7% | Added |
| Providence First Trust Co | 16,770 | $97.8K | 0.03% | +16,770 | New |
| Stonebrook Private Inc. | 16,876 | $98.4K | 0.02% | +4,230+33.4% | Added |
| Seven Mile Advisory | 17,218 | $100.4K | 0.07% | +241+1.4% | Added |
| Crestwood Advisors Group LLC | 17,283 | $100.8K | 0.00% | +2,632+18.0% | Added |
| Baron Wealth Management LLC | 17,301 | $100.9K | 0.03% | +6,724+63.6% | Added |
| Wedbush Securities Inc | 17,241 | $101.0K | 0.00% | −486−2.7% | Reduced |
| Xxi Wealth, LLC | 17,538 | $102.2K | 0.05% | +6,066+52.9% | Added |
| Lazari Capital Management, Inc. | 17,949 | $104.6K | 0.03% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 18,028 | $105.1K | 0.01% | +1,891+11.7% | Added |
| AlphaCore Capital LLC | 18,405 | $107.3K | 0.00% | +18,405 | New |
| Thrivent Financial for Lutherans | 18,733 | $109.0K | 0.00% | +178+1.0% | Added |
| Steel Peak Wealth Management LLC | 18,859 | $109.9K | 0.00% | +443+2.4% | Added |
| Brentview Investment Management LLC | 19,108 | $111.4K | 0.04% | −7,633−28.5% | Reduced |
| Rothschild Investment LLC | 19,190 | $111.9K | 0.00% | +2,703+16.4% | Added |
| Bruce G. Allen Investments, LLC | 19,264 | $112.3K | 0.07% | −87−0.4% | Reduced |
| Amussen Hunsaker Associates LLC | 19,336 | $112.7K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 19,483 | $113.6K | 0.01% | −575−2.9% | Reduced |
| Berger Financial Group, Inc | 19,821 | $115.6K | 0.01% | +274+1.4% | Added |
| Centurion Wealth Management LLC | 19,892 | $116.0K | 0.03% | −1,652−7.7% | Reduced |
| Aptus Capital Advisors, LLC | 19,959 | $116.4K | 0.00% | +2,184+12.3% | Added |
| Unique Wealth Strategies, LLC | 20,097 | $117.2K | 0.04% | −174−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 20,253 | $118.1K | 0.00% | −55,370−73.2% | Reduced |
| Silver Oak Securities, Inc | 20,276 | $118.2K | 0.01% | +1,785+9.7% | Added |
| Mission Wealth Management, LP | 20,584 | $120.0K | 0.00% | +20,584 | New |
| Scotia Capital Inc. | 20,683 | $120.6K | 0.00% | −154−0.7% | Reduced |
| D'Orazio & Associates, Inc. | 20,846 | $121.5K | 0.01% | −344−1.6% | Reduced |
| Breakwater Capital Group | 21,006 | $122.5K | 0.01% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 21,142 | $123.3K | 0.03% | +938+4.6% | Added |
| Brio Consultants, LLC | 21,157 | $123.3K | 0.01% | +2,509+13.5% | Added |
| Virtue Capital Management, LLC | 21,289 | $124.1K | 0.02% | −1,688−7.3% | Reduced |
| Curated Wealth Partners LLC | 21,353 | $124.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 21,642 | $126.2K | 0.00% | −16,823−43.7% | Reduced |
| 55 North Private Wealth, LLC | 22,007 | $128.3K | 0.03% | −2,791−11.3% | Reduced |
| Diversify Advisory Services, LLC | 21,049 | $129.0K | 0.00% | +21,049 | New |
| Diversify Wealth Management, LLC | 21,049 | $129.0K | 0.00% | +21,049 | New |
| R Squared Ltd | 22,156 | $129.2K | 0.07% | +22,156 | New |
| Ausdal Financial Partners, Inc. | 22,233 | $129.6K | 0.01% | −13,255−37.4% | Reduced |
| Flatrock Wealth Partners LLC | 22,399 | $130.6K | 0.05% | −2,064−8.4% | Reduced |
| Baldwin Brothers Inc | 22,970 | $133.9K | 0.01% | −1,104−4.6% | Reduced |
| Choate Investment Advisors | 23,163 | $135.0K | 0.00% | 00.0% | Unchanged |
| CPA Asset Management LLC | 23,185 | $135.2K | 0.04% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 23,313 | $135.9K | 0.02% | +485+2.1% | Added |
| Livet Wealth, LLC | 23,419 | $136.5K | 0.08% | −1,512−6.1% | Reduced |
| PFG Advisors | 23,670 | $138.0K | 0.01% | −94−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,718 | $138.0K | 0.03% | +23,718 | New |
| Sanibel Captiva Trust Company, Inc. | 23,797 | $138.7K | 0.00% | −2,661−10.1% | Reduced |
| Sym Financial Corp | 23,958 | $139.7K | 0.01% | +7,164+42.7% | Added |
| Paladin Wealth, LLC | 23,982 | $139.8K | 0.08% | +3,370+16.3% | Added |
| American Trust | 24,310 | $141.7K | 0.01% | −1,515−5.9% | Reduced |
| Keynote Financial Services LLC | 24,400 | $142.3K | 0.07% | 00.0% | Unchanged |
| Toronto Dominion Bank | 24,605 | $143.0K | 0.00% | −8,450−25.6% | Reduced |
| TownSquare Capital, LLC | 24,624 | $143.6K | 0.03% | +1,195+5.1% | Added |
| Crumly & Associates Inc. | 24,754 | $144.3K | 0.03% | −650−2.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 24,880 | $145.1K | 0.05% | −338−1.3% | Reduced |
| Cardinal Point Capital Management, ULC | 24,987 | $145.7K | 0.01% | +24,987 | New |
| Pallas Capital Advisors LLC | 24,992 | $145.7K | 0.00% | +24,992 | New |
| V-Square Quantitative Management LLC | 25,152 | $146.6K | 0.01% | +2,624+11.6% | Added |
| ProVise Management Group, LLC | 25,411 | $148.1K | 0.01% | +131+0.5% | Added |
| Advisors Management Group Inc | 25,691 | $149.0K | 0.02% | 00.0% | Unchanged |
| Integrity Financial Corp | 25,696 | $149.8K | 0.07% | 00.0% | Unchanged |
| New Republic Capital, LLC | 25,826 | $150.6K | 0.03% | +254+1.0% | Added |
| Private Advisor Group, LLC | 25,967 | $151.4K | 0.00% | −233,211−90.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,128 | $152.3K | 0.00% | +11,455+78.1% | Added |
| Brown Brothers Harriman & Co | 26,145 | $152.4K | 0.00% | +9,734+59.3% | Added |
| Lifeworks Advisors, LLC | 26,226 | $152.9K | 0.02% | +1,360+5.5% | Added |
| Meriwether Wealth & Planning, LLC | 26,246 | $153.0K | 0.08% | +20.0% | Added |
| Ariadne Wealth Management, LP | 26,381 | $153.8K | 0.07% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 26,401 | $153.9K | 0.05% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 26,618 | $155.2K | 0.21% | −157−0.6% | Reduced |
| Arkadios Wealth Advisors | 26,958 | $157.2K | 0.00% | +8,198+43.7% | Added |
| Oppenheimer & Co Inc | 26,997 | $157.4K | 0.00% | +2,439+9.9% | Added |
| Basecamp Wealth Advisors LLC | 27,074 | $157.8K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 27,680 | $161.4K | 0.00% | −179−0.6% | Reduced |
| Prospera Financial Services Inc | 27,768 | $161.9K | 0.00% | −148,624−84.3% | Reduced |
| Keel Point, LLC | 27,820 | $162.2K | 0.01% | +358+1.3% | Added |
| SPWM Advisors LLC | 27,251 | $162.4K | 0.15% | −4,223−13.4% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 28,491 | $166.1K | 0.13% | +2,973+11.7% | Added |