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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 80,390 | $468.7K | 0.01% | +9,643+13.6% | Added |
| Bleakley Financial Group, LLC | 81,162 | $473.2K | 0.01% | +40,857+101.4% | Added |
| Bank of Nova Scotia | 81,665 | $480.2K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 82,442 | $480.6K | 0.01% | −4,912−5.6% | Reduced |
| Tranquilli Financial Advisor LLC | 83,749 | $488.3K | 0.26% | +3,588+4.5% | Added |
| LVW Advisors, LLC | 84,234 | $491.1K | 0.04% | +48,263+134.2% | Added |
| Brookstone Capital Management | 86,064 | $501.8K | 0.01% | −112−0.1% | Reduced |
| Benjamin Edwards Inc | 86,223 | $502.6K | 0.00% | +13,295+18.2% | Added |
| Foster Victor Wealth Advisors, LLC | 86,505 | $513.0K | 0.03% | +15,370+21.6% | Added |
| Cypress Wealth Services, LLC | 88,676 | $517.0K | 0.06% | −934−1.0% | Reduced |
| Abel Hall, LLC | 89,084 | $519.4K | 0.09% | −1,439−1.6% | Reduced |
| HB Wealth Management, LLC | 89,313 | $520.7K | 0.00% | +7,050+8.6% | Added |
| Eagle Rock Investment Company, LLC | 93,759 | $546.6K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 95,017 | $553.7K | 0.00% | +5,364+6.0% | Added |
| GAMMA Investing LLC | 95,365 | $556.0K | 0.02% | +10,425+12.3% | Added |
| Cetera Trust Company, N.A | 99,725 | $581.4K | 0.29% | 00.0% | Unchanged |
| Stephens Inc | 101,097 | $589.4K | 0.01% | −21,247−17.4% | Reduced |
| Drucker Wealth 3.0, LLC | 101,152 | $589.7K | 0.09% | −4,309−4.1% | Reduced |
| GeoWealth Management, LLC | 102,196 | $595.8K | 0.02% | −529−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 103,020 | $600.6K | 0.03% | +3,019+3.0% | Added |
| Papamarkou Wellner Asset Management inc. | 104,100 | $606.9K | 0.38% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 107,239 | $625.2K | 0.35% | −57,053−34.7% | Reduced |
| May Hill Capital, LLC | 107,244 | $625.2K | 0.13% | +6,556+6.5% | Added |
| Aprio Wealth Management, LLC | 108,247 | $631.1K | 0.03% | +5,175+5.0% | Added |
| Edge Wealth Management LLC | 110,000 | $641.3K | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 110,143 | $642.1K | 0.01% | −302−0.3% | Reduced |
| Apollon Wealth Management, LLC | 110,702 | $645.4K | 0.01% | +1,183+1.1% | Added |
| Mutual Advisors, LLC | 113,098 | $659.4K | 0.01% | +34,626+44.1% | Added |
| Sequoia Financial Advisors, LLC | 117,216 | $683.4K | 0.00% | −4,254−3.5% | Reduced |
| Evergreen Capital Management LLC | 117,638 | $685.8K | 0.01% | −1,800−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 120,012 | $699.7K | 0.10% | +853+0.7% | Added |
| Savant Capital, LLC | 129,224 | $704.3K | 0.00% | +66,762+106.9% | Added |
| Ronald Blue Trust, Inc. | 124,503 | $725.9K | 0.01% | −3,858−3.0% | Reduced |
| United Capital Financial Advisers, LLC | 126,671 | $738.5K | 0.00% | +1,841+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 128,079 | $747.0K | 0.00% | +4,903+4.0% | Added |
| Fortress Private Ledger, LLC | 130,781 | $762.5K | 0.21% | +15,527+13.5% | Added |
| Connable Office Inc | 133,578 | $778.8K | 0.07% | −2,213−1.6% | Reduced |
| Sivia Capital Partners, LLC | 135,445 | $789.6K | 0.10% | −72,455−34.9% | Reduced |
| Simplex Trading, LLC | 136,385 | $795.1K | 0.02% | +38,666+39.6% | Added |
| Syon Capital LLC | 139,960 | $816.0K | 0.04% | +999+0.7% | Added |
| Equitable Holdings, Inc. | 140,623 | $819.8K | 0.00% | +118,457+534.4% | Added |
| Two Sigma Securities, LLC | 144,608 | $843.1K | 0.07% | +144,608 | New |
| Balyasny Asset Management LLC | 147,979 | $862.7K | 0.00% | −600,773−80.2% | Reduced |
| Vise Technologies, Inc. | 151,998 | $886.1K | 0.01% | +23,636+18.4% | Added |
| Integrated Wealth Concepts LLC | 152,533 | $889.3K | 0.01% | −32,291−17.5% | Reduced |
| Marino, Stram & Associates LLC | 152,911 | $891.5K | 0.14% | +1,071+0.7% | Added |
| Summit Trail Advisors, LLC | 156,280 | $911.1K | 0.01% | −94−0.1% | Reduced |
| Snowden Capital Advisors LLC | 157,921 | $920.7K | 0.02% | +1,653+1.1% | Added |
| Smartleaf Asset Management LLC | 164,084 | $943.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 166,048 | $968.1K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 172,325 | $1.00M | 0.01% | +366+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 172,636 | $1.01M | 0.22% | −1,381−0.8% | Reduced |
| Ellevest, Inc. | 177,187 | $1.03M | 0.12% | +15,198+9.4% | Added |
| Coldstream Capital Management Inc | 178,898 | $1.04M | 0.01% | −113,521−38.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 178,949 | $1.07M | 0.00% | +49,654+38.4% | Added |
| Kathmere Capital Management, LLC | 184,422 | $1.08M | 0.06% | +18,837+11.4% | Added |
| Qtron Investments LLC | 192,046 | $1.12M | 0.15% | +6,687+3.6% | Added |
| Aaron Wealth Advisors | 196,676 | $1.15M | 0.06% | +6,538+3.4% | Added |
| Allspring Global Investments Holdings, LLC | 199,490 | $1.21M | 0.00% | +13,468+7.2% | Added |
| Quantbot Technologies LP | 207,742 | $1.21M | 0.05% | +72,639+53.8% | Added |
| CI Private Wealth, LLC | 209,500 | $1.22M | 0.00% | −13,192−5.9% | Reduced |
| Flow Traders U.S. LLC | 211,155 | $1.23M | 0.05% | +211,155 | New |
| Dynasty Wealth Management, LLC | 214,363 | $1.25M | 0.01% | −19,492−8.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 215,474 | $1.26M | 0.13% | −174,618−44.8% | Reduced |
| CIBC Asset Management Inc | 222,424 | $1.30M | 0.00% | +22,486+11.2% | Added |
| Keybank National Association | 225,147 | $1.31M | 0.00% | +41,010+22.3% | Added |
| Group One Trading, L.P. | 226,621 | $1.32M | 0.04% | +113,145+99.7% | Added |
| Intrust Bank NA | 229,858 | $1.34M | 0.10% | −5,903−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 231,929 | $1.35M | 0.01% | −2,717−1.2% | Reduced |
| Voya Financial Advisors, Inc. | 241,490 | $1.39M | 0.12% | −14,637−5.7% | Reduced |
| RSM US Wealth Management LLC | 238,666 | $1.39M | 0.02% | +5,468+2.3% | Added |
| Revisor Wealth Management LLC | 243,650 | $1.42M | 0.34% | −2,496−1.0% | Reduced |
| 1832 Asset Management L.P. | 244,846 | $1.43M | 0.00% | +15,518+6.8% | Added |
| Ieq Capital, LLC | 249,216 | $1.45M | 0.01% | −34,666−12.2% | Reduced |
| SRS Capital Advisors, Inc. | 253,609 | $1.48M | 0.01% | +182,204+255.2% | Added |
| Sanctuary Advisors, LLC | 254,940 | $1.49M | 0.01% | +34,767+15.8% | Added |
| Bessemer Group Inc | 272,348 | $1.59M | 0.00% | +1,947+0.7% | Added |
| Invesco Ltd. | 277,855 | $1.62M | 0.00% | +124,658+81.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 278,900 | $1.63M | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 279,929 | $1.63M | 0.00% | +33,838+13.8% | Added |
| Signaturefd, LLC | 301,587 | $1.76M | 0.02% | −6,884−2.2% | Reduced |
| Franklin Resources Inc | 302,273 | $1.76M | 0.00% | −2,296−0.8% | Reduced |
| Cookson Peirce & Co Inc | 307,663 | $1.79M | 0.06% | −16,920−5.2% | Reduced |
| UBS Asset Management Americas Inc | 313,567 | $1.83M | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 316,698 | $1.85M | 0.01% | +2,811+0.9% | Added |
| Quadrant Capital Group LLC | 321,802 | $1.88M | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 331,881 | $1.93M | 0.00% | +225,111+210.8% | Added |
| Park Avenue Securities LLC | 336,738 | $1.96M | 0.01% | +4,872+1.5% | Added |
| Callan Family Office, LLC | 341,114 | $1.99M | 0.04% | +21,504+6.7% | Added |
| GQG Partners LLC | 341,126 | $1.99M | 0.00% | +341,126 | New |
| Principal Securities, Inc. | 346,943 | $2.02M | 0.02% | +1,775+0.5% | Added |
| Twin City Private Wealth, LLC | 355,605 | $2.07M | 1.45% | +5,487+1.6% | Added |
| Empowered Funds, LLC | 356,236 | $2.08M | 0.01% | +55,171+18.3% | Added |
| Laird Norton Trust Company, LLC | 357,019 | $2.08M | 0.04% | +9,929+2.9% | Added |
| JCIC Asset Management Inc. | 416,850 | $2.10M | 0.64% | 00.0% | Unchanged |
| Atria Investments LLC | 362,695 | $2.11M | 0.02% | −27,459−7.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 364,656 | $2.13M | 0.00% | +364,656 | New |
| Brinker Capital Investments, LLC | 369,578 | $2.15M | 0.02% | +86,308+30.5% | Added |
| Royal Palms Capital LLC | 374,661 | $2.18M | 1.92% | −1,000−0.3% | Reduced |
| Captrust Financial Advisors | 375,421 | $2.19M | 0.00% | +44,685+13.5% | Added |