Lloyds Banking Group PLC-ADRLYG

13F holders, Q4 2025 (December 31)
516holders +36
64new positions
42sold out
7famous investors
$5.30avg. 13F price*

At the end of Q4 2025, 516 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, up 36 from Q3 2025. 64 opened new positions and 42 sold out. The largest holders were Fisher Asset Management ($801.7M), Mondrian Investment Partners LTD ($296.7M) and FMR LLC ($231.1M). 7 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Lloyds Banking Group PLC-ADR
CUSIP
539439109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 388Q1 2024Q2 2024: 425Q2 2024Q3 2024: 430Q3 2024Q4 2024: 456Q4 2024Q1 2025: 455Q1 2025Q2 2025: 478Q2 2025Q3 2025: 480Q3 2025Q4 2025: 516Q4 2025Q1 2026: 572Q1 2026Q2 2026: 614Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions64$13.7M
Exits42$14.3M

All 13F filers, Q3 2025 → Q4 2025: 23,931,440 shares bought and 43,700,171 shares sold, net −19,768,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 516 holders

Fisher Asset Management 0.27% Add +0.9% 151,258,982 $801.7M
Mondrian Investment Partners LTD 4.90% Reduce -10.8% 55,986,442 $296.7M
FMR LLC 0.01% Add +11.7% 43,612,872 $231.1M
Goldman Sachs Group Inc. 0.02% Reduce -3.1% 24,652,300 $130.7M
Morgan Stanley 0.01% Reduce -7.0% 23,685,544 $125.5M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -24.5% 16,323,708 $86.5M
CIBC Private Wealth Group LLC 0.13% Add +4.8% 14,802,992 $78.5M
Northern Trust Corp. 0.01% Add +1.5% 14,494,967 $76.8M
Dimensional Fund Advisors LP 0.01% Reduce -3.2% 13,013,356 $69.0M
BlackRock, Inc. 0.00% Reduce -5.5% 10,615,651 $56.3M
American Century Companies Inc. 0.02% Add +12.1% 9,093,989 $48.2M
Bank of America Corp. 0.00% Reduce -8.5% 9,039,753 $47.9M
Envestnet Asset Management Inc. 0.01% Reduce -11.0% 7,483,271 $39.7M
First Eagle Investment Management, LLC 0.07% Add +10.2% 6,971,101 $36.9M
Crossmark Global Holdings, Inc. 0.37% Reduce -3.0% 4,926,174 $26.1M
Wells Fargo & Company 0.00% Reduce -10.9% 3,811,406 $20.2M
Millennium Management 0.01% Reduce -59.4% 3,577,078 $19.0M
Assetmark, Inc. 0.04% Add +24.0% 3,416,144 $18.1M
O'shaughnessy Asset Management, LLC 0.09% Add +6.9% 3,055,373 $16.2M
Janney Capital Management LLC 1.00% Reduce -2.1% 3,001,295 $15.9M
Point72 Asset Management 0.03% Add +1333.5% 2,941,493 $15.6M
Cibc World Market Inc. 0.02% Reduce -30.0% 2,426,464 $12.9M
AQR Capital Management 0.01% Add +37.3% 2,409,680 $12.8M
Jane Street Group, LLC 0.02% Add +147.4% 2,380,451 $12.6M
Raymond James Financial Inc. 0.00% Add +3.9% 2,368,327 $12.6M
Charles Schwab Investment Management Inc. 0.00% Add +15.0% 2,280,250 $12.1M
LPL Financial LLC 0.00% Add +5.5% 2,092,012 $11.1M
Clearbridge Investments, LLC 0.01% Reduce -1.2% 2,057,267 $10.9M
Citadel Advisors 0.01% Add +75.4% 1,879,290 $10.0M
Cetera Investment Advisers 0.01% Reduce -2.8% 1,798,065 $9.5M
Bank of New York Mellon Corp 0.00% Add +89.8% 1,645,966 $8.7M
JPMorgan Chase & Co. 0.00% Reduce -23.8% 1,627,532 $8.6M
Creative Planning 0.01% Add +2.6% 1,492,606 $7.9M
Ethic Inc. 0.12% Add +3.5% 1,473,080 $7.8M
QRG Capital Management, Inc. 0.08% Add +6.3% 1,421,576 $7.5M
Natixis Advisors, LLC 0.01% Reduce -22.0% 1,270,284 $6.7M
Logan Capital Management Inc. 0.28% Add +9.8% 1,258,776 $6.7M
MML Investors Services, LLC 0.02% Add +12.7% 1,250,381 $6.6M
Beck Bode, LLC 1.06% Reduce -5.4% 1,198,846 $6.4M
Henry James International Management Inc. 1.86% Add +33.5% 1,110,928 $5.9M
Royal Bank of Canada 0.00% Add +8.3% 1,074,048 $5.7M
UBS Group AG 0.00% Reduce -84.6% 1,021,088 $5.4M
Mercer Global Advisors Inc. 0.01% Add +0.0% 1,018,993 $5.4M
Ritholtz Wealth Management 0.10% Add +2.6% 995,220 $5.3M
Focus Partners Wealth 0.01% Add +5.6% 989,792 $5.2M
Mariner, LLC 0.01% Add +10.3% 983,459 $5.2M
Eagle Global Advisors LLC 0.19% Add +5.4% 980,000 $5.2M
Rockefeller Capital Management L.P. 0.01% Add +0.8% 921,703 $4.9M
US Bancorp \de 0.01% Reduce -13.3% 908,470 $4.8M
Vanguard Personalized Indexing Management, LLC 0.04% Add +3.5% 851,384 $4.5M
Vestmark Advisory Solutions, Inc. 0.06% Add +75.7% 817,225 $4.3M
HighTower Advisors, LLC 0.00% Add +1.1% 763,810 $4.0M
Ameriprise Financial Inc. 0.00% Reduce -5.6% 700,332 $3.7M
BNP Paribas Financial Markets 0.00% Reduce -35.4% 679,441 $3.6M
Stifel Financial Corp. 0.00% Add +10.4% 653,363 $3.5M
Sei Investments Co. 0.00% Add +2.8% 652,015 $3.5M
Oppenheimer Asset Management Inc. 0.04% Reduce -14.4% 620,239 $3.3M
XTX Topco Ltd 0.08% Add +378.8% 565,549 $3.0M
Cerity Partners LLC 0.00% Add +14.6% 561,924 $3.0M
Pathstone Holdings, LLC 0.01% Add +2.8% 555,694 $2.9M
First Trust Advisors LP 0.00% Add +6.0% 526,739 $2.8M
Renaissance Technologies 0.00% Reduce -90.0% 519,800 $2.8M
Qube Research & Technologies Ltd 0.00% New 515,412 $2.7M
Compound Planning, Inc. 0.08% Add +34.6% 498,691 $2.6M
Citigroup Inc. 0.00% Reduce -42.3% 497,139 $2.6M
Prospera Financial Services Inc 0.04% Add +1394.8% 493,442 $2.6M
NewEdge Wealth, LLC 0.03% Reduce -5.7% 484,036 $2.6M
Global Retirement Partners, LLC 0.04% Add +16.6% 476,637 $2.5M
Brooklyn Investment Group 0.11% Add +225.4% 454,021 $2.4M
Cookson Peirce & Co. Inc. 0.09% Reduce -21.1% 428,958 $2.3M
HF Advisory Group, LLC 0.78% Add +4.9% 421,216 $2.2M
Caprock Group, LLC 0.05% Reduce -3.4% 414,188 $2.2M
Vident Advisory, LLC 0.02% Reduce -13.9% 399,308 $2.1M
Neuberger Berman Group LLC 0.00% Add +5.0% 397,465 $2.1M
Lockheed Martin Investment Management Co. 0.07% No change 388,170 $2.1M
Naviter Wealth, LLC 0.25% Reduce -8.8% 356,222 $1.9M
BTC Capital Management, Inc. 0.13% New 348,118 $1.8M
Laird Norton Wetherby Trust Company, LLC 0.04% New 345,933 $1.8M
Principal Securities, Inc. 0.03% Add +7.0% 342,808 $1.8M
Twin City Private Wealth, LLC 1.36% Reduce -13.0% 338,220 $1.8M
Two Sigma Advisers, LP 0.00% Add +295.9% 332,200 $1.8M
Russell Investments Group, Ltd. 0.00% Add +24.7% 330,370 $1.8M
Atria Investments, Inc 0.02% Add +22.4% 325,896 $1.7M
Quadrant Capital Group LLC 0.05% Reduce -3.2% 325,419 $1.7M
Park Avenue Securities LLC 0.01% Reduce -1.2% 323,387 $1.7M
HRT Financial LP 0.01% New 314,721 $1.7M
Signaturefd, LLC 0.03% Reduce -0.9% 309,619 $1.6M
Hantz Financial Services, Inc. 0.02% Add +35.0% 307,579 $1.6M
Truist Financial Corp. 0.00% Add +1.0% 295,498 $1.6M
Invesco Ltd. 0.00% Add +15.6% 283,297 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -16.7% 282,448 $1.5M
NLB Skladi, upravljanje premozenja, d.o.o. 0.07% — 278,900 $1.5M
Royal Palms Capital LLC 1.75% — 278,661 $1.5M
Callan Family Office, LLC 0.03% Add +35.0% 277,325 $1.5M
Private Advisor Group, LLC 0.01% Add +6.4% 273,792 $1.5M
Coldstream Capital Management Inc. 0.02% Reduce -13.4% 266,662 $1.4M
Revisor Wealth Management LLC 0.37% Add +100.7% 252,396 $1.4M
Voya Financial Advisors, Inc. 0.13% Add +0.1% 253,845 $1.3M
Dynasty Wealth Management, LLC 0.01% Add +49.6% 253,461 $1.3M
Ieq Capital, LLC 0.00% Add +2.6% 247,230 $1.3M

"% of holder's portfolio" is LYG's weight in each manager's 13F, not the share of Lloyds Banking Group PLC-ADR the manager owns.

Show all 516 holders