# LLOYDS BANKING GROUP PLC (LYG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LYG/

- Reporting holders: 27
- Reported value: $12.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $5.7M | 1,019,514 | 0.1% | 3 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $2.6M | 453,004 | 0.8% | 11 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $950.1K | 168,754 | 0.2% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $615.8K | 109,376 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $578.4K | 102,739 | 0.0% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $332.1K | 58,982 | 0.0% | 16 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $251.5K | 44,663 | 0.0% | 12 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $229.4K | 40,742 | 0.0% | 11 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $141.2K | 25,083 | 0.0% | 14 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $138.1K | 24,533 | 0.0% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $137.8K | 25,611 | 0.0% | 12 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $117.9K | 20,936 | 0.0% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $83.9K | 14,909 | 0.0% | 2 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $81.9K | 14,541 | 0.0% | 3 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $81.1K | 14,405 | 0.0% | 7 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $78.8K | 13,989 | 0.0% | 1 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $69.7K | 12,372 | 0.0% | 2 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $67.8K | 12,046 | 0.0% | 3 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $67.8K | 12,040 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $43.2K | 7,666 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $13.7K | 2,439 | 0.0% | 2 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $10.2K | 1,816 | 0.0% | 5 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $9.2K | 1,631 | 0.0% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $6.4K | 1,129 | 0.0% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $602 | 107 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $12.4M |
| Q2 2026 | 619 | $3.6B |
| Q1 2026 | 572 | $3.1B |
| Q4 2025 | 518 | $2.7B |
| Q3 2025 | 482 | $2.4B |
| Q2 2025 | 478 | $2.2B |
| Q1 2025 | 456 | $2.1B |
| Q4 2024 | 454 | $1.1B |
| Q3 2024 | 430 | $1.3B |
| Q2 2024 | 425 | $1.1B |
| Q1 2024 | 392 | $1.1B |
| Q4 2023 | 392 | $926.1M |