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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 28,622 | $166.9K | 0.00% | +28,622 | New |
| Wedmont Private Capital | 27,983 | $167.9K | 0.00% | −5,422−16.2% | Reduced |
| Permanens Capital L.P. | 29,174 | $170.1K | 0.02% | +29,174 | New |
| EP Wealth Advisors, LLC | 30,696 | $179.0K | 0.00% | +5,600+22.3% | Added |
| HSBC Holdings PLC | 31,168 | $181.7K | 0.00% | +3,827+14.0% | Added |
| Platform Technology Partners | 31,345 | $182.7K | 0.03% | −2,144−6.4% | Reduced |
| Pure Financial Advisors, Inc. | 31,645 | $184.5K | 0.00% | +11,349+55.9% | Added |
| Granite Group Advisors, LLC | 32,018 | $186.7K | 0.11% | 00.0% | Unchanged |
| Optas, LLC | 32,412 | $189.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 32,535 | $189.7K | 0.00% | +1,040+3.3% | Added |
| Fifth Third Bancorp | 32,573 | $189.9K | 0.00% | +217+0.7% | Added |
| Savvy Advisors, Inc. | 33,024 | $192.5K | 0.00% | +1,705+5.4% | Added |
| Venturi Wealth Management, LLC | 33,090 | $192.9K | 0.01% | +2,537+8.3% | Added |
| OneAscent Investment Solutions LLC | 33,695 | $196.4K | 0.19% | +33,695 | New |
| GWM Advisors LLC | 33,749 | $196.8K | 0.00% | +4,752+16.4% | Added |
| Prosperity Consulting Group, LLC | 33,827 | $197.2K | 0.01% | +5,627+20.0% | Added |
| Yousif Capital Management, LLC | 35,313 | $205.9K | 0.00% | −93,060−72.5% | Reduced |
| Old National Bancorp | 35,947 | $209.6K | 0.00% | +35,947 | New |
| GTS Securities LLC | 36,498 | $212.8K | 0.00% | +3,657+11.1% | Added |
| Warren Street Wealth Advisors, LLC | 37,283 | $217.4K | 0.05% | +18,106+94.4% | Added |
| Continuum Advisory, LLC | 37,450 | $218.3K | 0.02% | +10,014+36.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,676 | $219.7K | 0.00% | +5,042+15.5% | Added |
| Evolve Private Wealth, LLC | 37,874 | $220.8K | 0.01% | −10,401−21.5% | Reduced |
| Cooper Financial Group | 38,086 | $222.0K | 0.02% | +13,709+56.2% | Added |
| Fielder Capital Group LLC | 38,446 | $224.1K | 0.05% | −8,297−17.8% | Reduced |
| Aspen Grove Capital, LLC | 39,360 | $229.5K | 0.03% | −642−1.6% | Reduced |
| Riversedge Advisors, LLC | 39,409 | $229.8K | 0.03% | +9,964+33.8% | Added |
| Axxcess Wealth Management, LLC | 40,065 | $233.6K | 0.00% | +40,065 | New |
| Quantinno Capital Management LP | 40,814 | $237.9K | 0.00% | +24,886+156.2% | Added |
| Angeles Wealth Management, LLC | 41,818 | $243.8K | 0.01% | +2,031+5.1% | Added |
| Cromwell Holdings LLC | 41,924 | $244.4K | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 42,000 | $244.9K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42,429 | $247.4K | 0.00% | −333−0.8% | Reduced |
| Pensionmark Financial Group, LLC | 49,466 | $250.8K | 0.00% | +411+0.8% | Added |
| Prime Capital Investment Advisors, LLC | 43,390 | $253.0K | 0.00% | −189−0.4% | Reduced |
| MAI Capital Management | 44,089 | $257.0K | 0.00% | +28,263+178.6% | Added |
| Purkiss Capital Advisors LLC | 45,456 | $265.0K | 0.10% | +6,196+15.8% | Added |
| Jackson Thornton Asset Management, LLC | 45,563 | $265.6K | 0.02% | +8,598+23.3% | Added |
| Buckingham Strategic Partners | 46,100 | $268.7K | 0.00% | −471−1.0% | Reduced |
| Change Path, LLC | 46,210 | $269.4K | 0.01% | +3,913+9.3% | Added |
| West Family Investments, Inc. | 46,798 | $272.8K | 0.08% | +1,417+3.1% | Added |
| Perigon Wealth Management, LLC | 47,158 | $274.9K | 0.00% | +1,014+2.2% | Added |
| Clearstead Advisors, LLC | 47,258 | $275.5K | 0.00% | −47,258−50.0% | Reduced |
| Checchi Capital Advisers, LLC | 48,429 | $282.3K | 0.02% | +114+0.2% | Added |
| Pinnacle Financial Partners, Inc. | 48,639 | $283.6K | 0.00% | −4,930−9.2% | Reduced |
| Sage Rhino Capital LLC | 49,529 | $288.8K | 0.05% | +1,287+2.7% | Added |
| Brighton Jones LLC | 49,887 | $290.8K | 0.01% | +6,507+15.0% | Added |
| Drive Wealth Management, LLC | 49,961 | $291.3K | 0.05% | +2,429+5.1% | Added |
| one8zero8, LLC | 50,000 | $291.5K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 50,123 | $292.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50,500 | $294.4K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 50,629 | $295.2K | 0.03% | +23,242+84.9% | Added |
| Concurrent Investment Advisors, LLC | 50,977 | $297.2K | 0.00% | +667+1.3% | Added |
| 71 West Capital Partners | 51,467 | $300.1K | 0.01% | +31,668+159.9% | Added |
| Brown Financial Advisors | 51,604 | $300.9K | 0.11% | −397−0.8% | Reduced |
| Traub Capital Management LLC | 53,050 | $309.3K | 0.28% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 53,086 | $309.5K | 0.01% | +12,948+32.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 53,421 | $311.4K | 0.00% | +4,424+9.0% | Added |
| Xponance, Inc. | 54,428 | $317.3K | 0.00% | +28,122+106.9% | Added |
| Valeo Financial Advisors, LLC | 54,451 | $317.4K | 0.01% | +8,552+18.6% | Added |
| Five Oceans Advisors | 54,791 | $319.4K | 0.10% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 54,931 | $320.2K | 0.04% | +15,225+38.3% | Added |
| Anchyra Partners LLC | 55,091 | $321.2K | 0.08% | +209+0.4% | Added |
| Kestra Advisory Services, LLC | 55,947 | $326.2K | 0.00% | +28,915+107.0% | Added |
| Allworth Financial LP | 56,341 | $328.5K | 0.00% | −938−1.6% | Reduced |
| Indivisible Partners | 57,308 | $334.1K | 0.02% | +8,319+17.0% | Added |
| Cape Investment Advisory, Inc. | 57,334 | $334.3K | 0.09% | −1,854−3.1% | Reduced |
| Lido Advisors, LLC | 58,020 | $338.3K | 0.00% | −8,553−12.8% | Reduced |
| Mattson Financial Services, LLC | 56,375 | $339.9K | 0.07% | +823+1.5% | Added |
| State Street Corp | 58,364 | $340.3K | 0.00% | −50−0.1% | Reduced |
| Larry Mathis Financial Planning, LLC | 58,725 | $342.4K | 0.26% | +58,725 | New |
| BSW Wealth Partners | 59,279 | $345.6K | 0.04% | −31,184−34.5% | Reduced |
| Custom Index Systems, LLC | 59,407 | $346.3K | 0.12% | −2,872−4.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 60,114 | $350.5K | 0.03% | +638+1.1% | Added |
| Winton Group Ltd | 60,400 | $352.1K | 0.01% | −35,500−37.0% | Reduced |
| Van Diest Capital, LLC | 61,605 | $359.2K | 0.32% | −64,779−51.3% | Reduced |
| Greenspring Advisors, LLC | 61,884 | $360.8K | 0.02% | +2,738+4.6% | Added |
| Natural Investments, LLC | 62,531 | $364.0K | 0.08% | +1,020+1.7% | Added |
| Frank, Rimerman Advisors LLC | 62,569 | $364.8K | 0.02% | +3,704+6.3% | Added |
| Alliance Wealth Advisors, LLC | 62,830 | $366.3K | 0.15% | −1,155−1.8% | Reduced |
| PDS Planning, Inc | 62,979 | $367.2K | 0.02% | −92−0.1% | Reduced |
| Ascent Group, LLC | 63,998 | $373.1K | 0.01% | +7,021+12.3% | Added |
| Foundations Investment Advisors, LLC | 64,717 | $377.3K | 0.00% | −2,225−3.3% | Reduced |
| FDx Advisors, Inc. | 65,252 | $380.0K | 0.11% | −1,126−1.7% | Reduced |
| Trust Point Inc. | 65,773 | $383.5K | 0.03% | +12,678+23.9% | Added |
| Merit Financial Group, LLC | 66,123 | $385.5K | 0.00% | +11,900+21.9% | Added |
| Silvercrest Asset Management Group LLC | 66,229 | $386.1K | 0.00% | 00.0% | Unchanged |
| Frec Markets, Inc. | 66,416 | $387.2K | 0.03% | +4,960+8.1% | Added |
| EverSource Wealth Advisors, LLC | 66,821 | $389.6K | 0.01% | −42,443−38.8% | Reduced |
| Advisory Services Network, LLC | 66,855 | $389.8K | 0.00% | −2,486−3.6% | Reduced |
| SmartHarvest Portfolios, LLC | 67,195 | $391.7K | 0.13% | +3,039+4.7% | Added |
| Sagespring Wealth Partners, LLC | 68,395 | $398.7K | 0.01% | +3,623+5.6% | Added |
| Aegis Wealth Management LLC | 70,528 | $411.2K | 0.19% | +3,996+6.0% | Added |
| William John Sempolinski | 73,020 | $425.7K | 0.17% | −13,212−15.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 73,869 | $430.7K | 0.00% | +52,159+240.3% | Added |
| TD Private Client Wealth LLC | 74,317 | $433.3K | 0.01% | +11,380+18.1% | Added |
| Transcend Wealth Collective, LLC | 77,863 | $453.9K | 0.03% | +260+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 78,133 | $455.5K | 0.02% | +24,252+45.0% | Added |
| Commonwealth Equity Services, LLC | 79,810 | $465.3K | 0.00% | −30,976−28.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 80,177 | $467.4K | 0.00% | −21,986−21.5% | Reduced |