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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 33,090 | $192.9K | 0.01% | +2,537+8.3% | Added |
| Savvy Advisors, Inc. | 33,024 | $192.5K | 0.00% | +1,705+5.4% | Added |
| Fifth Third Bancorp | 32,573 | $189.9K | 0.00% | +217+0.7% | Added |
| Summit Financial, LLC | 32,535 | $189.7K | 0.00% | +1,040+3.3% | Added |
| Optas, LLC | 32,412 | $189.0K | 0.03% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 32,018 | $186.7K | 0.11% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 31,645 | $184.5K | 0.00% | +11,349+55.9% | Added |
| Platform Technology Partners | 31,345 | $182.7K | 0.03% | −2,144−6.4% | Reduced |
| HSBC Holdings PLC | 31,168 | $181.7K | 0.00% | +3,827+14.0% | Added |
| EP Wealth Advisors, LLC | 30,696 | $179.0K | 0.00% | +5,600+22.3% | Added |
| Permanens Capital L.P. | 29,174 | $170.1K | 0.02% | +29,174 | New |
| Wedmont Private Capital | 27,983 | $167.9K | 0.00% | −5,422−16.2% | Reduced |
| Jump Financial, LLC | 28,622 | $166.9K | 0.00% | +28,622 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 28,491 | $166.1K | 0.13% | +2,973+11.7% | Added |
| SPWM Advisors LLC | 27,251 | $162.4K | 0.15% | −4,223−13.4% | Reduced |
| Keel Point, LLC | 27,820 | $162.2K | 0.01% | +358+1.3% | Added |
| Prospera Financial Services Inc | 27,768 | $161.9K | 0.00% | −148,624−84.3% | Reduced |
| Guggenheim Capital LLC | 27,680 | $161.4K | 0.00% | −179−0.6% | Reduced |
| Basecamp Wealth Advisors LLC | 27,074 | $157.8K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 26,997 | $157.4K | 0.00% | +2,439+9.9% | Added |
| Arkadios Wealth Advisors | 26,958 | $157.2K | 0.00% | +8,198+43.7% | Added |
| Stronghold Wealth Management L.L.C. | 26,618 | $155.2K | 0.21% | −157−0.6% | Reduced |
| Traveka Wealth, LLC | 26,401 | $153.9K | 0.05% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 26,381 | $153.8K | 0.07% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 26,246 | $153.0K | 0.08% | +20.0% | Added |
| Lifeworks Advisors, LLC | 26,226 | $152.9K | 0.02% | +1,360+5.5% | Added |
| Brown Brothers Harriman & Co | 26,145 | $152.4K | 0.00% | +9,734+59.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,128 | $152.3K | 0.00% | +11,455+78.1% | Added |
| Private Advisor Group, LLC | 25,967 | $151.4K | 0.00% | −233,211−90.0% | Reduced |
| New Republic Capital, LLC | 25,826 | $150.6K | 0.03% | +254+1.0% | Added |
| Integrity Financial Corp | 25,696 | $149.8K | 0.07% | 00.0% | Unchanged |
| Advisors Management Group Inc | 25,691 | $149.0K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 25,411 | $148.1K | 0.01% | +131+0.5% | Added |
| V-Square Quantitative Management LLC | 25,152 | $146.6K | 0.01% | +2,624+11.6% | Added |
| Pallas Capital Advisors LLC | 24,992 | $145.7K | 0.00% | +24,992 | New |
| Cardinal Point Capital Management, ULC | 24,987 | $145.7K | 0.01% | +24,987 | New |
| Retirement Planning Co of New England, Inc. | 24,880 | $145.1K | 0.05% | −338−1.3% | Reduced |
| Crumly & Associates Inc. | 24,754 | $144.3K | 0.03% | −650−2.6% | Reduced |
| TownSquare Capital, LLC | 24,624 | $143.6K | 0.03% | +1,195+5.1% | Added |
| Toronto Dominion Bank | 24,605 | $143.0K | 0.00% | −8,450−25.6% | Reduced |
| Keynote Financial Services LLC | 24,400 | $142.3K | 0.07% | 00.0% | Unchanged |
| American Trust | 24,310 | $141.7K | 0.01% | −1,515−5.9% | Reduced |
| Paladin Wealth, LLC | 23,982 | $139.8K | 0.08% | +3,370+16.3% | Added |
| Sym Financial Corp | 23,958 | $139.7K | 0.01% | +7,164+42.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 23,797 | $138.7K | 0.00% | −2,661−10.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,718 | $138.0K | 0.03% | +23,718 | New |
| PFG Advisors | 23,670 | $138.0K | 0.01% | −94−0.4% | Reduced |
| Livet Wealth, LLC | 23,419 | $136.5K | 0.08% | −1,512−6.1% | Reduced |
| CFO4Life Group, LLC | 23,313 | $135.9K | 0.02% | +485+2.1% | Added |
| CPA Asset Management LLC | 23,185 | $135.2K | 0.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 23,163 | $135.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 22,970 | $133.9K | 0.01% | −1,104−4.6% | Reduced |
| Flatrock Wealth Partners LLC | 22,399 | $130.6K | 0.05% | −2,064−8.4% | Reduced |
| Ausdal Financial Partners, Inc. | 22,233 | $129.6K | 0.01% | −13,255−37.4% | Reduced |
| R Squared Ltd | 22,156 | $129.2K | 0.07% | +22,156 | New |
| 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 |
| 55 North Private Wealth, LLC | 22,007 | $128.3K | 0.03% | −2,791−11.3% | Reduced |
| First Horizon Corp | 21,642 | $126.2K | 0.00% | −16,823−43.7% | Reduced |
| Curated Wealth Partners LLC | 21,353 | $124.5K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 21,289 | $124.1K | 0.02% | −1,688−7.3% | Reduced |
| Brio Consultants, LLC | 21,157 | $123.3K | 0.01% | +2,509+13.5% | Added |
| Impact Capital Partners LLC | 21,142 | $123.3K | 0.03% | +938+4.6% | Added |
| Breakwater Capital Group | 21,006 | $122.5K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 20,846 | $121.5K | 0.01% | −344−1.6% | Reduced |
| Scotia Capital Inc. | 20,683 | $120.6K | 0.00% | −154−0.7% | Reduced |
| Mission Wealth Management, LP | 20,584 | $120.0K | 0.00% | +20,584 | New |
| Silver Oak Securities, Inc | 20,276 | $118.2K | 0.01% | +1,785+9.7% | Added |
| Beacon Pointe Advisors, LLC | 20,253 | $118.1K | 0.00% | −55,370−73.2% | Reduced |
| Unique Wealth Strategies, LLC | 20,097 | $117.2K | 0.04% | −174−0.9% | Reduced |
| Aptus Capital Advisors, LLC | 19,959 | $116.4K | 0.00% | +2,184+12.3% | Added |
| Centurion Wealth Management LLC | 19,892 | $116.0K | 0.03% | −1,652−7.7% | Reduced |
| Berger Financial Group, Inc | 19,821 | $115.6K | 0.01% | +274+1.4% | Added |
| Wealth Alliance | 19,483 | $113.6K | 0.01% | −575−2.9% | Reduced |
| Amussen Hunsaker Associates LLC | 19,336 | $112.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19,264 | $112.3K | 0.07% | −87−0.4% | Reduced |
| Rothschild Investment LLC | 19,190 | $111.9K | 0.00% | +2,703+16.4% | Added |
| Brentview Investment Management LLC | 19,108 | $111.4K | 0.04% | −7,633−28.5% | Reduced |
| Steel Peak Wealth Management LLC | 18,859 | $109.9K | 0.00% | +443+2.4% | Added |
| Thrivent Financial for Lutherans | 18,733 | $109.0K | 0.00% | +178+1.0% | Added |
| AlphaCore Capital LLC | 18,405 | $107.3K | 0.00% | +18,405 | New |
| Fiduciary Financial Group, LLC | 18,028 | $105.1K | 0.01% | +1,891+11.7% | Added |
| Lazari Capital Management, Inc. | 17,949 | $104.6K | 0.03% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 17,538 | $102.2K | 0.05% | +6,066+52.9% | Added |
| Wedbush Securities Inc | 17,241 | $101.0K | 0.00% | −486−2.7% | Reduced |
| Baron Wealth Management LLC | 17,301 | $100.9K | 0.03% | +6,724+63.6% | Added |
| Crestwood Advisors Group LLC | 17,283 | $100.8K | 0.00% | +2,632+18.0% | Added |
| Seven Mile Advisory | 17,218 | $100.4K | 0.07% | +241+1.4% | Added |
| Stonebrook Private Inc. | 16,876 | $98.4K | 0.02% | +4,230+33.4% | Added |
| Providence First Trust Co | 16,770 | $97.8K | 0.03% | +16,770 | New |
| Capital Asset Advisory Services LLC | 16,336 | $95.2K | 0.00% | +427+2.7% | Added |
| RMR Wealth Builders | 16,258 | $94.8K | 0.01% | +195+1.2% | Added |
| Caitong International Asset Management Co., Ltd | 16,197 | $94.4K | 0.01% | +16,073+12,962.1% | Added |
| Intergy Private Wealth, LLC | 16,165 | $94.2K | 0.02% | +28+0.2% | Added |
| Facet Wealth, Inc. | 16,021 | $93.4K | 0.00% | +16,021 | New |
| VestGen Advisors, LLC | 15,920 | $92.8K | 0.00% | +5,398+51.3% | Added |
| Gateway Wealth Partners, LLC | 15,785 | $92.0K | 0.01% | −17,452−52.5% | Reduced |
| Peapack Gladstone Financial Corp | 15,606 | $91.0K | 0.00% | +15,606 | New |
| SBI Securities Co., Ltd. | 15,599 | $90.9K | 0.00% | −323−2.0% | Reduced |
| Aureus Asset Management, LLC | 15,552 | $90.7K | 0.01% | −634−3.9% | Reduced |