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 |
|---|---|---|---|---|---|
| Acumen Wealth Advisors, LLC | 3,883 | $22.6K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 3,768 | $22.0K | 0.01% | +3,768 | New |
| Elequin Capital LP | 3,570 | $20.8K | 0.00% | +3,570 | New |
| St Germain D J Co Inc | 3,531 | $20.6K | 0.00% | +3,531 | New |
| Wellington-Altus USA Inc. | 4,018 | $20.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,428 | $20.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3,382 | $19.7K | 0.00% | +3+0.1% | Added |
| Bare Financial Services, Inc | 3,134 | $18.3K | 0.00% | +1,611+105.8% | Added |
| Princeton Global Asset Management LLC | 3,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 2,940 | $17.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,804 | $16.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,786 | $16.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,681 | $15.6K | 0.00% | +581+27.7% | Added |
| Essential Partners LLC | 2,579 | $15.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,575 | $15.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,537 | $14.8K | 0.00% | +196+8.4% | Added |
| Bell Investment Advisors, Inc | 2,461 | $14.3K | 0.00% | +213+9.5% | Added |
| Financial Network Wealth Advisors LLC | 2,196 | $12.8K | 0.01% | +1,454+196.0% | Added |
| Nisa Investment Advisors, LLC | 2,047 | $11.9K | 0.00% | +655+47.1% | Added |
| Planning Strategies Inc. | 2,045 | $11.9K | 0.01% | +2,045 | New |
| JDM Financial Group LLC | 2,017 | $11.8K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,939 | $11.3K | 0.01% | +48+2.5% | Added |
| Signature Equity Partners, LLC | 1,770 | $10.3K | 0.00% | +285+19.2% | Added |
| NBC Securities, Inc. | 1,738 | $10.1K | 0.00% | −50−2.8% | Reduced |
| Financial Consulate, Inc | 1,606 | $9.36K | 0.00% | +862+115.9% | Added |
| BOK Financial Private Wealth, Inc. | 1,597 | $9.31K | 0.00% | +1,597 | New |
| Cornerstone Financial Management LLC | 1,544 | $9.00K | 0.01% | +795+106.1% | Added |
| Proffitt & Goodson Inc | 1,539 | $8.97K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,498 | $8.73K | 0.00% | +1,498 | New |
| Huntington National Bank | 1,409 | $8.21K | 0.00% | −490−25.8% | Reduced |
| Zions Bancorporation, National Association | 1,391 | $8.11K | 0.00% | −2−0.1% | Reduced |
| Kilter Group LLC | 1,375 | $8.02K | 0.00% | +863+168.6% | Added |
| AdvisorNet Financial, Inc | 1,368 | $7.97K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,326 | $7.73K | 0.00% | −80−5.7% | Reduced |
| New England Capital Financial Advisors LLC | 1,319 | $7.69K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,279 | $7.46K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,242 | $7.24K | 0.00% | +432+53.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,239 | $7.22K | 0.00% | +83+7.2% | Added |
| Bryn Mawr Trust Co | 1,184 | $6.90K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1,158 | $6.75K | 0.00% | +252+27.8% | Added |
| Turim 21 Investimentos Ltda. | 1,064 | $6.20K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,046 | $6.10K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,012 | $5.90K | 0.00% | +631+165.6% | Added |
| Hilltop National Bank | 1,000 | $5.83K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 951 | $5.61K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 868 | $5.00K | 0.00% | +19+2.2% | Added |
| Nemes Rush Group LLC | 812 | $4.73K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 810 | $4.72K | 0.00% | +810 | New |
| Spire Wealth Management | 800 | $4.66K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 773 | $4.51K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 773 | $4.51K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 765 | $4.46K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 738 | $4.30K | 0.00% | +104+16.4% | Added |
| Triumph Capital Management | 733 | $4.27K | 0.00% | +390+113.7% | Added |
| North Star Investment Management Corp. | 731 | $4.26K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 720 | $4.20K | 0.00% | +334+86.5% | Added |
| Markowski Investments | 717 | $4.18K | 0.00% | +717 | New |
| IFG Advisory, LLC | 712 | $4.15K | 0.00% | +712 | New |
| Gleason Group, Inc. | 707 | $4.12K | 0.00% | +707 | New |
| American Capital Advisory, LLC | 692 | $4.04K | 0.00% | +480+226.4% | Added |
| Quent Capital, LLC | 646 | $3.77K | 0.00% | +646 | New |
| Synergy Investment Management, LLC | 629 | $3.69K | 0.00% | +629 | New |
| Allied Private Wealth LLC | 612 | $3.61K | 0.00% | +612 | New |
| Abound Wealth Management | 610 | $3.56K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 595 | $3.47K | 0.00% | +595 | New |
| Plante Moran Financial Advisors, LLC | 575 | $3.35K | 0.00% | +575 | New |
| TD Capital Management LLC | 563 | $3.28K | 0.00% | +13+2.4% | Added |
| Motco | 537 | $3.13K | 0.00% | +537 | New |
| Smithfield Trust Co | 497 | $3.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $2.95K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 494 | $2.88K | 0.00% | +57+13.0% | Added |
| Whipplewood Advisors, LLC | 490 | $2.86K | 0.00% | −1,454−74.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 454 | $2.65K | 0.00% | +454 | New |
| UMA Financial Services, Inc. | 443 | $2.58K | 0.00% | −303−40.6% | Reduced |
| Pinnacle Bancorp, Inc. | 438 | $2.55K | 0.00% | −1,907−81.3% | Reduced |
| Burk Holdings LLC | 427 | $2.49K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 421 | $2.46K | 0.00% | +227+117.0% | Added |
| West Paces Advisors Inc. | 388 | $2.26K | 0.00% | +388 | New |
| JPL Wealth Management, LLC | 377 | $2.20K | 0.00% | −97−20.5% | Reduced |
| MidFirst Bank | 322 | $1.88K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 310 | $1.81K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 307 | $1.79K | 0.00% | +88+40.2% | Added |
| Bogart Wealth, LLC | 281 | $1.64K | 0.00% | +139+97.9% | Added |
| Action Point Financial Planning, LLC | 272 | $1.59K | 0.00% | +272 | New |
| Trifecta Capital Advisors, LLC | 270 | $1.57K | 0.00% | +270 | New |
| Highland Investment Advisors LLC | 256 | $1.49K | 0.00% | +256 | New |
| CVA Family Office, LLC | 255 | $1.49K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 253 | $1.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 253 | $1.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 246 | $1.43K | 0.00% | +246 | New |
| LRI Investments, LLC | 243 | $1.42K | 0.00% | +243 | New |
| Geneos Wealth Management Inc. | 237 | $1.38K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 237 | $1.38K | 0.00% | +237 | New |
| WPG Advisers, LLC | 223 | $1.30K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 207 | $1.21K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 186 | $1.08K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 172 | $1.00K | 0.00% | +172 | New |
| Pin Oak Investment Advisors Inc | 132 | $1.00K | 0.00% | +132 | New |
| Breakwater Investment Management | 167 | $974 | 0.00% | +167 | New |
| Asset Dedication, LLC | 164 | $957 | 0.00% | +164 | New |