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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 423,223 | $2.47M | 0.02% | +14,170+3.5% | Added |
| BTC Capital Management, Inc. | 421,179 | $2.46M | 0.15% | +6,296+1.5% | Added |
| Atomi Financial Group, Inc. | 415,779 | $2.42M | 0.06% | −88,722−17.6% | Reduced |
| Global Retirement Partners, LLC | 408,648 | $2.38M | 0.04% | +408,648 | New |
| Lockheed Martin Investment Management Co | 408,270 | $2.38M | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 407,867 | $2.38M | 0.00% | +13,839+3.5% | Added |
| Vestmark Advisory Solutions, Inc. | 402,448 | $2.35M | 0.02% | +7,698+2.0% | Added |
| Factory Mutual Insurance Co | 400,442 | $2.33M | 0.02% | +400,442 | New |
| Engineers Gate Manager LP | 394,145 | $2.30M | 0.03% | +156,739+66.0% | Added |
| First Trust Advisors LP | 392,268 | $2.29M | 0.00% | −120,461−23.5% | Reduced |
| CAPROCK Group, Inc. | 391,673 | $2.28M | 0.04% | +3,019+0.8% | Added |
| Equitable Trust Co | 379,030 | $2.21M | 0.09% | +390.0% | Added |
| Mount Yale Investment Advisors, LLC | 376,318 | $2.19M | 0.04% | +11,262+3.1% | Added |
| Captrust Financial Advisors | 375,421 | $2.19M | 0.00% | +44,685+13.5% | Added |
| Royal Palms Capital LLC | 374,661 | $2.18M | 1.92% | −1,000−0.3% | Reduced |
| Brinker Capital Investments, LLC | 369,578 | $2.15M | 0.02% | +86,308+30.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 364,656 | $2.13M | 0.00% | +364,656 | New |
| Atria Investments LLC | 362,695 | $2.11M | 0.02% | −27,459−7.0% | Reduced |
| JCIC Asset Management Inc. | 416,850 | $2.10M | 0.64% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 357,019 | $2.08M | 0.04% | +9,929+2.9% | Added |
| Empowered Funds, LLC | 356,236 | $2.08M | 0.01% | +55,171+18.3% | Added |
| Twin City Private Wealth, LLC | 355,605 | $2.07M | 1.45% | +5,487+1.6% | Added |
| Principal Securities, Inc. | 346,943 | $2.02M | 0.02% | +1,775+0.5% | Added |
| GQG Partners LLC | 341,126 | $1.99M | 0.00% | +341,126 | New |
| Callan Family Office, LLC | 341,114 | $1.99M | 0.04% | +21,504+6.7% | Added |
| Park Avenue Securities LLC | 336,738 | $1.96M | 0.01% | +4,872+1.5% | Added |
| Susquehanna International Group, LLP | 331,881 | $1.93M | 0.00% | +225,111+210.8% | Added |
| Quadrant Capital Group LLC | 321,802 | $1.88M | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 316,698 | $1.85M | 0.01% | +2,811+0.9% | Added |
| UBS Asset Management Americas Inc | 313,567 | $1.83M | 0.00% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 307,663 | $1.79M | 0.06% | −16,920−5.2% | Reduced |
| Franklin Resources Inc | 302,273 | $1.76M | 0.00% | −2,296−0.8% | Reduced |
| Signaturefd, LLC | 301,587 | $1.76M | 0.02% | −6,884−2.2% | Reduced |
| Rhumbline Advisers | 279,929 | $1.63M | 0.00% | +33,838+13.8% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 278,900 | $1.63M | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 277,855 | $1.62M | 0.00% | +124,658+81.4% | Added |
| Bessemer Group Inc | 272,348 | $1.59M | 0.00% | +1,947+0.7% | Added |
| Sanctuary Advisors, LLC | 254,940 | $1.49M | 0.01% | +34,767+15.8% | Added |
| SRS Capital Advisors, Inc. | 253,609 | $1.48M | 0.01% | +182,204+255.2% | Added |
| Ieq Capital, LLC | 249,216 | $1.45M | 0.01% | −34,666−12.2% | Reduced |
| 1832 Asset Management L.P. | 244,846 | $1.43M | 0.00% | +15,518+6.8% | Added |
| Revisor Wealth Management LLC | 243,650 | $1.42M | 0.34% | −2,496−1.0% | Reduced |
| RSM US Wealth Management LLC | 238,666 | $1.39M | 0.02% | +5,468+2.3% | Added |
| Voya Financial Advisors, Inc. | 241,490 | $1.39M | 0.12% | −14,637−5.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 231,929 | $1.35M | 0.01% | −2,717−1.2% | Reduced |
| Intrust Bank NA | 229,858 | $1.34M | 0.10% | −5,903−2.5% | Reduced |
| Group One Trading, L.P. | 226,621 | $1.32M | 0.04% | +113,145+99.7% | Added |
| Keybank National Association | 225,147 | $1.31M | 0.00% | +41,010+22.3% | Added |
| CIBC Asset Management Inc | 222,424 | $1.30M | 0.00% | +22,486+11.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 215,474 | $1.26M | 0.13% | −174,618−44.8% | Reduced |
| Dynasty Wealth Management, LLC | 214,363 | $1.25M | 0.01% | −19,492−8.3% | Reduced |
| Flow Traders U.S. LLC | 211,155 | $1.23M | 0.05% | +211,155 | New |
| CI Private Wealth, LLC | 209,500 | $1.22M | 0.00% | −13,192−5.9% | Reduced |
| Quantbot Technologies LP | 207,742 | $1.21M | 0.05% | +72,639+53.8% | Added |
| Allspring Global Investments Holdings, LLC | 199,490 | $1.21M | 0.00% | +13,468+7.2% | Added |
| Aaron Wealth Advisors | 196,676 | $1.15M | 0.06% | +6,538+3.4% | Added |
| Qtron Investments LLC | 192,046 | $1.12M | 0.15% | +6,687+3.6% | Added |
| Kathmere Capital Management, LLC | 184,422 | $1.08M | 0.06% | +18,837+11.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 178,949 | $1.07M | 0.00% | +49,654+38.4% | Added |
| Coldstream Capital Management Inc | 178,898 | $1.04M | 0.01% | −113,521−38.8% | Reduced |
| Ellevest, Inc. | 177,187 | $1.03M | 0.12% | +15,198+9.4% | Added |
| Legacy Wealth Asset Management, LLC | 172,636 | $1.01M | 0.22% | −1,381−0.8% | Reduced |
| Ballentine Partners, LLC | 172,325 | $1.00M | 0.01% | +366+0.2% | Added |
| Pinnacle Associates Ltd | 166,048 | $968.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 164,084 | $943.5K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 157,921 | $920.7K | 0.02% | +1,653+1.1% | Added |
| Summit Trail Advisors, LLC | 156,280 | $911.1K | 0.01% | −94−0.1% | Reduced |
| Marino, Stram & Associates LLC | 152,911 | $891.5K | 0.14% | +1,071+0.7% | Added |
| Integrated Wealth Concepts LLC | 152,533 | $889.3K | 0.01% | −32,291−17.5% | Reduced |
| Vise Technologies, Inc. | 151,998 | $886.1K | 0.01% | +23,636+18.4% | Added |
| Balyasny Asset Management LLC | 147,979 | $862.7K | 0.00% | −600,773−80.2% | Reduced |
| Two Sigma Securities, LLC | 144,608 | $843.1K | 0.07% | +144,608 | New |
| Equitable Holdings, Inc. | 140,623 | $819.8K | 0.00% | +118,457+534.4% | Added |
| Syon Capital LLC | 139,960 | $816.0K | 0.04% | +999+0.7% | Added |
| Simplex Trading, LLC | 136,385 | $795.1K | 0.02% | +38,666+39.6% | Added |
| Sivia Capital Partners, LLC | 135,445 | $789.6K | 0.10% | −72,455−34.9% | Reduced |
| Connable Office Inc | 133,578 | $778.8K | 0.07% | −2,213−1.6% | Reduced |
| Fortress Private Ledger, LLC | 130,781 | $762.5K | 0.21% | +15,527+13.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 128,079 | $747.0K | 0.00% | +4,903+4.0% | Added |
| United Capital Financial Advisers, LLC | 126,671 | $738.5K | 0.00% | +1,841+1.5% | Added |
| Ronald Blue Trust, Inc. | 124,503 | $725.9K | 0.01% | −3,858−3.0% | Reduced |
| Savant Capital, LLC | 129,224 | $704.3K | 0.00% | +66,762+106.9% | Added |
| Personal Cfo Solutions, LLC | 120,012 | $699.7K | 0.10% | +853+0.7% | Added |
| Evergreen Capital Management LLC | 117,638 | $685.8K | 0.01% | −1,800−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 117,216 | $683.4K | 0.00% | −4,254−3.5% | Reduced |
| Mutual Advisors, LLC | 113,098 | $659.4K | 0.01% | +34,626+44.1% | Added |
| Apollon Wealth Management, LLC | 110,702 | $645.4K | 0.01% | +1,183+1.1% | Added |
| We Are One Seven, LLC | 110,143 | $642.1K | 0.01% | −302−0.3% | Reduced |
| Edge Wealth Management LLC | 110,000 | $641.3K | 0.11% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 108,247 | $631.1K | 0.03% | +5,175+5.0% | Added |
| May Hill Capital, LLC | 107,244 | $625.2K | 0.13% | +6,556+6.5% | Added |
| Gallacher Capital Management LLC | 107,239 | $625.2K | 0.35% | −57,053−34.7% | Reduced |
| Papamarkou Wellner Asset Management inc. | 104,100 | $606.9K | 0.38% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 103,020 | $600.6K | 0.03% | +3,019+3.0% | Added |
| GeoWealth Management, LLC | 102,196 | $595.8K | 0.02% | −529−0.5% | Reduced |
| Drucker Wealth 3.0, LLC | 101,152 | $589.7K | 0.09% | −4,309−4.1% | Reduced |
| Stephens Inc | 101,097 | $589.4K | 0.01% | −21,247−17.4% | Reduced |
| Cetera Trust Company, N.A | 99,725 | $581.4K | 0.29% | 00.0% | Unchanged |
| GAMMA Investing LLC | 95,365 | $556.0K | 0.02% | +10,425+12.3% | Added |
| Farther Finance Advisors, LLC | 95,017 | $553.7K | 0.00% | +5,364+6.0% | Added |