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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 15,442 | $90.0K | 0.00% | +15,442 | New |
| Resonant Capital Advisors, LLC | 15,323 | $89.3K | 0.00% | +193+1.3% | Added |
| Baird Financial Group, Inc. | 15,316 | $89.3K | 0.00% | −2,032−11.7% | Reduced |
| Sentinus, LLC | 15,306 | $89.2K | 0.01% | +2,235+17.1% | Added |
| Federation des caisses Desjardins du Quebec | 15,269 | $89.0K | 0.00% | −2,200−12.6% | Reduced |
| August Group Capital Ltd | 15,158 | $88.4K | 0.10% | +734+5.1% | Added |
| Rehmann Capital Advisory Group | 15,099 | $88.0K | 0.00% | +1,183+8.5% | Added |
| Cloud Capital Management, LLC | 14,988 | $87.0K | 0.03% | +386+2.6% | Added |
| BLVD Private Wealth, LLC | 14,879 | $86.7K | 0.06% | +14,879 | New |
| First Command Advisory Services, Inc. | 14,837 | $86.5K | 0.00% | +14,472+3,964.9% | Added |
| Warren Averett Asset Management, LLC | 14,833 | $86.5K | 0.00% | +2,410+19.4% | Added |
| Financial Network Wealth Management LLC | 14,840 | $86.0K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 14,735 | $85.9K | 0.00% | +455+3.2% | Added |
| AE Wealth Management LLC | 14,641 | $85.4K | 0.00% | +14,641 | New |
| Park National Corp | 14,623 | $85.3K | 0.00% | −3,264−18.2% | Reduced |
| Knightsbridge Asset Management, LLC | 14,596 | $85.1K | 0.01% | +14,596 | New |
| Hilton Head Capital Partners, LLC | 14,521 | $84.7K | 0.04% | −38,104−72.4% | Reduced |
| Moody National Bank Trust Division | 14,405 | $84.0K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 14,287 | $83.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 14,256 | $83.1K | 0.00% | +3,835+36.8% | Added |
| Opal Wealth Advisors, LLC | 14,139 | $82.4K | 0.02% | −413−2.8% | Reduced |
| Aspiriant, LLC | 14,070 | $82.0K | 0.00% | +14,070 | New |
| Zacks Investment Management | 14,027 | $81.8K | 0.00% | +640+4.8% | Added |
| HBK Sorce Advisory LLC | 13,054 | $81.6K | 0.00% | +413+3.3% | Added |
| RFG Advisory, LLC | 13,981 | $81.5K | 0.00% | +13,981 | New |
| Octavia Wealth Advisors, LLC | 13,973 | $81.5K | 0.01% | −505−3.5% | Reduced |
| Boston Private Wealth LLC | 13,964 | $81.4K | 0.01% | +766+5.8% | Added |
| Atlas Legacy Advisors, LLC | 14,074 | $81.0K | 0.01% | +14,074 | New |
| Impact Investors, Inc | 13,770 | $80.3K | 0.06% | +13,770 | New |
| Acadian Asset Management LLC | 13,792 | $80.0K | 0.00% | −96,780−87.5% | Reduced |
| Insigneo Advisory Services, LLC | 13,716 | $80.0K | 0.00% | −1,483−9.8% | Reduced |
| Harbour Investments, Inc. | 13,706 | $79.9K | 0.00% | +500+3.8% | Added |
| Evergreen Wealth Solutions, LLC | 12,821 | $79.5K | 0.00% | −854−6.2% | Reduced |
| Legacy Wealth Advisors, LLC | 13,569 | $79.1K | 0.03% | +13,569 | New |
| James Hambro & Partners | 13,473 | $78.6K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 13,447 | $78.4K | 0.00% | +2,623+24.2% | Added |
| Clark Capital Management Group, Inc. | 13,356 | $77.9K | 0.00% | −1,248−8.5% | Reduced |
| Vann Equity Management LLC | 13,290 | $77.5K | 0.05% | +296+2.3% | Added |
| Klingman & Associates, LLC | 13,281 | $77.4K | 0.00% | +1,949+17.2% | Added |
| Sowell Financial Services LLC | 13,278 | $77.4K | 0.00% | +679+5.4% | Added |
| Great Diamond Partners, LLC | 13,041 | $76.0K | 0.01% | 00.0% | Unchanged |
| Bank Hapoalim BM | 13,000 | $76.0K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 15,050 | $75.7K | 0.00% | 00.0% | Unchanged |
| Investment Research Partners LLC | 12,961 | $75.6K | 0.03% | +12,961 | New |
| Avail Investment Partners, LLC | 12,961 | $75.6K | 0.06% | +12,961 | New |
| Avidian Wealth Solutions, LLC | 12,960 | $75.6K | 0.00% | +12,960 | New |
| Modern Wealth Management, LLC | 12,927 | $75.4K | 0.00% | +12,927 | New |
| Legacy Advisors, LLC | 12,874 | $75.1K | 0.01% | +12,874 | New |
| PFG Investments, LLC | 12,603 | $73.5K | 0.00% | +290+2.4% | Added |
| Root Financial Partners, LLC | 12,518 | $73.0K | 0.00% | −645−4.9% | Reduced |
| First Pacific Financial | 12,451 | $72.6K | 0.01% | +294+2.4% | Added |
| Nicolet Bankshares Inc | 11,759 | $72.6K | 0.00% | 00.0% | Unchanged |
| Foster Group, Inc. | 12,376 | $72.2K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 12,144 | $70.8K | 0.00% | +188+1.6% | Added |
| Aletheian Wealth Advisors LLC | 12,114 | $70.6K | 0.03% | +12,114 | New |
| Diversified Enterprises, LLC | 11,992 | $69.9K | 0.00% | −324−2.6% | Reduced |
| National Asset Management, Inc. | 12,135 | $69.8K | 0.00% | +12,135 | New |
| Quotient Wealth Partners, LLC | 11,793 | $68.8K | 0.00% | +11,793 | New |
| Everhart Financial Group, Inc. | 11,499 | $67.0K | 0.00% | +434+3.9% | Added |
| Catalytic Wealth RIA, LLC | 11,220 | $65.4K | 0.00% | +11,220 | New |
| Epoch Investment Partners, Inc. | 11,168 | $65.1K | 0.00% | −13,526−54.8% | Reduced |
| Viaable, LLC | 11,002 | $64.9K | 0.05% | +11,002 | New |
| Gotham Asset Management, LLC | 11,118 | $64.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 10,922 | $64.4K | 0.01% | −2,948−21.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 10,956 | $63.9K | 0.00% | +717+7.0% | Added |
| Advisor OS, LLC | 10,953 | $63.9K | 0.00% | −2,017−15.6% | Reduced |
| Cypress Capital Group | 10,930 | $63.7K | 0.01% | +10,930 | New |
| Holistic Financial Partners | 10,874 | $63.4K | 0.04% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 10,097 | $63.2K | 0.00% | +10,097 | New |
| Owl Creek Wealth Partners LLC | 10,807 | $63.0K | 0.02% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 10,759 | $62.7K | 0.01% | +10,759 | New |
| Cherrydale Wealth Management, LLC | 10,694 | $62.3K | 0.02% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10,663 | $62.2K | 0.00% | +567+5.6% | Added |
| Hoxton Planning & Management, LLC | 10,657 | $62.1K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,257 | $60.0K | 0.00% | −15,141−59.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,282 | $59.9K | 0.01% | +10,282 | New |
| Koss-Olinger Consulting, LLC | 10,227 | $59.6K | 0.00% | −218,556−95.5% | Reduced |
| Hexagon Capital Partners LLC | 10,217 | $59.6K | 0.01% | +10,217 | New |
| Soltis Investment Advisors LLC | 10,189 | $59.4K | 0.00% | +113+1.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 10,143 | $59.1K | 0.01% | +10,143 | New |
| Carter Financial Group, INC. | 10,013 | $58.4K | 0.03% | −15,031−60.0% | Reduced |
| Enterprise Financial Services Corp | 10,009 | $58.4K | 0.02% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $58.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9,886 | $57.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9,478 | $55.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 9,415 | $54.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,512 | $49.6K | 0.00% | +2,612+44.3% | Added |
| Manchester Capital Management LLC | 8,163 | $47.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,586 | $44.2K | 0.00% | +16+0.2% | Added |
| Concord Wealth Partners | 7,176 | $41.8K | 0.00% | +7,176 | New |
| HM Payson & Co | 7,150 | $41.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7,000 | $40.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,949 | $40.5K | 0.00% | +344+5.2% | Added |
| Westside Investment Management, Inc. | 6,406 | $37.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5,801 | $33.8K | 0.00% | +3,699+176.0% | Added |
| Cornerstone Planning Group LLC | 5,203 | $31.9K | 0.00% | +66+1.3% | Added |
| Addison Advisors LLC | 4,821 | $28.1K | 0.01% | −30,609−86.4% | Reduced |
| Private Trust Co NA | 4,764 | $27.8K | 0.00% | −1,132−19.2% | Reduced |
| JFS Wealth Advisors, LLC | 4,209 | $24.5K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,976 | $23.2K | 0.01% | 00.0% | Unchanged |