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 |
|---|---|---|---|---|---|
| Eagle Rock Investment Company, LLC | 93,759 | $546.6K | 0.07% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 89,313 | $520.7K | 0.00% | +7,050+8.6% | Added |
| Abel Hall, LLC | 89,084 | $519.4K | 0.09% | −1,439−1.6% | Reduced |
| Cypress Wealth Services, LLC | 88,676 | $517.0K | 0.06% | −934−1.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 86,505 | $513.0K | 0.03% | +15,370+21.6% | Added |
| Benjamin Edwards Inc | 86,223 | $502.6K | 0.00% | +13,295+18.2% | Added |
| Brookstone Capital Management | 86,064 | $501.8K | 0.01% | −112−0.1% | Reduced |
| LVW Advisors, LLC | 84,234 | $491.1K | 0.04% | +48,263+134.2% | Added |
| Tranquilli Financial Advisor LLC | 83,749 | $488.3K | 0.26% | +3,588+4.5% | Added |
| Independent Advisor Alliance | 82,442 | $480.6K | 0.01% | −4,912−5.6% | Reduced |
| Bank of Nova Scotia | 81,665 | $480.2K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 81,162 | $473.2K | 0.01% | +40,857+101.4% | Added |
| Parallel Advisors, LLC | 80,390 | $468.7K | 0.01% | +9,643+13.6% | Added |
| Northwestern Mutual Wealth Management Co | 80,177 | $467.4K | 0.00% | −21,986−21.5% | Reduced |
| Commonwealth Equity Services, LLC | 79,810 | $465.3K | 0.00% | −30,976−28.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 78,133 | $455.5K | 0.02% | +24,252+45.0% | Added |
| Transcend Wealth Collective, LLC | 77,863 | $453.9K | 0.03% | +260+0.3% | Added |
| TD Private Client Wealth LLC | 74,317 | $433.3K | 0.01% | +11,380+18.1% | Added |
| Steward Partners Investment Advisory, LLC | 73,869 | $430.7K | 0.00% | +52,159+240.3% | Added |
| William John Sempolinski | 73,020 | $425.7K | 0.17% | −13,212−15.3% | Reduced |
| Aegis Wealth Management LLC | 70,528 | $411.2K | 0.19% | +3,996+6.0% | Added |
| Sagespring Wealth Partners, LLC | 68,395 | $398.7K | 0.01% | +3,623+5.6% | Added |
| SmartHarvest Portfolios, LLC | 67,195 | $391.7K | 0.13% | +3,039+4.7% | Added |
| Advisory Services Network, LLC | 66,855 | $389.8K | 0.00% | −2,486−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 66,821 | $389.6K | 0.01% | −42,443−38.8% | Reduced |
| Frec Markets, Inc. | 66,416 | $387.2K | 0.03% | +4,960+8.1% | Added |
| Silvercrest Asset Management Group LLC | 66,229 | $386.1K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 66,123 | $385.5K | 0.00% | +11,900+21.9% | Added |
| Trust Point Inc. | 65,773 | $383.5K | 0.03% | +12,678+23.9% | Added |
| FDx Advisors, Inc. | 65,252 | $380.0K | 0.11% | −1,126−1.7% | Reduced |
| Foundations Investment Advisors, LLC | 64,717 | $377.3K | 0.00% | −2,225−3.3% | Reduced |
| Ascent Group, LLC | 63,998 | $373.1K | 0.01% | +7,021+12.3% | Added |
| PDS Planning, Inc | 62,979 | $367.2K | 0.02% | −92−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 62,830 | $366.3K | 0.15% | −1,155−1.8% | Reduced |
| Frank, Rimerman Advisors LLC | 62,569 | $364.8K | 0.02% | +3,704+6.3% | Added |
| Natural Investments, LLC | 62,531 | $364.0K | 0.08% | +1,020+1.7% | Added |
| Greenspring Advisors, LLC | 61,884 | $360.8K | 0.02% | +2,738+4.6% | Added |
| Van Diest Capital, LLC | 61,605 | $359.2K | 0.32% | −64,779−51.3% | Reduced |
| Winton Group Ltd | 60,400 | $352.1K | 0.01% | −35,500−37.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 60,114 | $350.5K | 0.03% | +638+1.1% | Added |
| Custom Index Systems, LLC | 59,407 | $346.3K | 0.12% | −2,872−4.6% | Reduced |
| BSW Wealth Partners | 59,279 | $345.6K | 0.04% | −31,184−34.5% | Reduced |
| Larry Mathis Financial Planning, LLC | 58,725 | $342.4K | 0.26% | +58,725 | New |
| State Street Corp | 58,364 | $340.3K | 0.00% | −50−0.1% | Reduced |
| Mattson Financial Services, LLC | 56,375 | $339.9K | 0.07% | +823+1.5% | Added |
| Lido Advisors, LLC | 58,020 | $338.3K | 0.00% | −8,553−12.8% | Reduced |
| Cape Investment Advisory, Inc. | 57,334 | $334.3K | 0.09% | −1,854−3.1% | Reduced |
| Indivisible Partners | 57,308 | $334.1K | 0.02% | +8,319+17.0% | Added |
| Allworth Financial LP | 56,341 | $328.5K | 0.00% | −938−1.6% | Reduced |
| Kestra Advisory Services, LLC | 55,947 | $326.2K | 0.00% | +28,915+107.0% | Added |
| Anchyra Partners LLC | 55,091 | $321.2K | 0.08% | +209+0.4% | Added |
| Portside Wealth Group, LLC | 54,931 | $320.2K | 0.04% | +15,225+38.3% | Added |
| Five Oceans Advisors | 54,791 | $319.4K | 0.10% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 54,451 | $317.4K | 0.01% | +8,552+18.6% | Added |
| Xponance, Inc. | 54,428 | $317.3K | 0.00% | +28,122+106.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 53,421 | $311.4K | 0.00% | +4,424+9.0% | Added |
| TCG Advisory Services, LLC | 53,086 | $309.5K | 0.01% | +12,948+32.3% | Added |
| Traub Capital Management LLC | 53,050 | $309.3K | 0.28% | 00.0% | Unchanged |
| Brown Financial Advisors | 51,604 | $300.9K | 0.11% | −397−0.8% | Reduced |
| 71 West Capital Partners | 51,467 | $300.1K | 0.01% | +31,668+159.9% | Added |
| Concurrent Investment Advisors, LLC | 50,977 | $297.2K | 0.00% | +667+1.3% | Added |
| Keebeck Wealth Management, LLC | 50,629 | $295.2K | 0.03% | +23,242+84.9% | Added |
| Anchor Investment Management, LLC | 50,500 | $294.4K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 50,123 | $292.2K | 0.00% | 00.0% | Unchanged |
| one8zero8, LLC | 50,000 | $291.5K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 49,961 | $291.3K | 0.05% | +2,429+5.1% | Added |
| Brighton Jones LLC | 49,887 | $290.8K | 0.01% | +6,507+15.0% | Added |
| Sage Rhino Capital LLC | 49,529 | $288.8K | 0.05% | +1,287+2.7% | Added |
| Pinnacle Financial Partners, Inc. | 48,639 | $283.6K | 0.00% | −4,930−9.2% | Reduced |
| Checchi Capital Advisers, LLC | 48,429 | $282.3K | 0.02% | +114+0.2% | Added |
| Clearstead Advisors, LLC | 47,258 | $275.5K | 0.00% | −47,258−50.0% | Reduced |
| Perigon Wealth Management, LLC | 47,158 | $274.9K | 0.00% | +1,014+2.2% | Added |
| West Family Investments, Inc. | 46,798 | $272.8K | 0.08% | +1,417+3.1% | Added |
| Change Path, LLC | 46,210 | $269.4K | 0.01% | +3,913+9.3% | Added |
| Buckingham Strategic Partners | 46,100 | $268.7K | 0.00% | −471−1.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 45,563 | $265.6K | 0.02% | +8,598+23.3% | Added |
| Purkiss Capital Advisors LLC | 45,456 | $265.0K | 0.10% | +6,196+15.8% | Added |
| MAI Capital Management | 44,089 | $257.0K | 0.00% | +28,263+178.6% | Added |
| Prime Capital Investment Advisors, LLC | 43,390 | $253.0K | 0.00% | −189−0.4% | Reduced |
| Pensionmark Financial Group, LLC | 49,466 | $250.8K | 0.00% | +411+0.8% | Added |
| IFP Advisors, Inc | 42,429 | $247.4K | 0.00% | −333−0.8% | Reduced |
| Chicago Trust Co NA | 42,000 | $244.9K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 41,924 | $244.4K | 0.11% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 41,818 | $243.8K | 0.01% | +2,031+5.1% | Added |
| Quantinno Capital Management LP | 40,814 | $237.9K | 0.00% | +24,886+156.2% | Added |
| Axxcess Wealth Management, LLC | 40,065 | $233.6K | 0.00% | +40,065 | New |
| Riversedge Advisors, LLC | 39,409 | $229.8K | 0.03% | +9,964+33.8% | Added |
| Aspen Grove Capital, LLC | 39,360 | $229.5K | 0.03% | −642−1.6% | Reduced |
| Fielder Capital Group LLC | 38,446 | $224.1K | 0.05% | −8,297−17.8% | Reduced |
| Cooper Financial Group | 38,086 | $222.0K | 0.02% | +13,709+56.2% | Added |
| Evolve Private Wealth, LLC | 37,874 | $220.8K | 0.01% | −10,401−21.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,676 | $219.7K | 0.00% | +5,042+15.5% | Added |
| Continuum Advisory, LLC | 37,450 | $218.3K | 0.02% | +10,014+36.5% | Added |
| Warren Street Wealth Advisors, LLC | 37,283 | $217.4K | 0.05% | +18,106+94.4% | Added |
| GTS Securities LLC | 36,498 | $212.8K | 0.00% | +3,657+11.1% | Added |
| Old National Bancorp | 35,947 | $209.6K | 0.00% | +35,947 | New |
| Yousif Capital Management, LLC | 35,313 | $205.9K | 0.00% | −93,060−72.5% | Reduced |
| Prosperity Consulting Group, LLC | 33,827 | $197.2K | 0.01% | +5,627+20.0% | Added |
| GWM Advisors LLC | 33,749 | $196.8K | 0.00% | +4,752+16.4% | Added |
| OneAscent Investment Solutions LLC | 33,695 | $196.4K | 0.19% | +33,695 | New |