Lloyds Banking Group PLC-ADRLYG
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 572 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, up 56 from Q4 2025. 105 opened new positions and 47 sold out. The largest holders were Fisher Asset Management ($772.1M), Mondrian Investment Partners LTD ($260.9M) and FMR LLC ($244.1M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $229.8M |
| Exits | 47 | $7.6M |
All 13F filers, Q4 2025 → Q1 2026: 132,260,744 shares bought and 23,064,899 shares sold, net +109,195,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| Fisher Asset Management | 0.26% | Add +1.5% | 153,508,612 | $772.1M |
| Mondrian Investment Partners LTD | 3.90% | Reduce -7.3% | 51,869,580 | $260.9M |
| FMR LLC | 0.01% | Add +11.3% | 48,519,260 | $244.1M |
| WCM Investment Management, LLC | 0.29% | New | 26,548,234 | $128.2M |
| Morgan Stanley | 0.01% | Add +7.1% | 25,369,793 | $127.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +2.2% | 25,200,742 | $126.8M |
| JPMorgan Chase & Co. | 0.01% | Add +1430.3% | 24,906,667 | $120.3M |
| Northern Trust Corp. | 0.02% | Add +63.2% | 23,658,538 | $119.0M |
| CIBC Bancorp USA Inc. | 0.11% | — | 15,495,165 | $78.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.4% | 12,830,337 | $64.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +63.2% | 12,213,007 | $61.4M |
| Jane Street Group, LLC | 0.06% | Add +398.6% | 11,868,590 | $59.7M |
| American Century Companies Inc. | 0.03% | Add +26.6% | 11,513,742 | $57.9M |
| BlackRock, Inc. | 0.00% | Reduce -2.2% | 10,383,765 | $52.2M |
| Bank of America Corp. | 0.00% | Reduce -13.9% | 7,782,712 | $39.1M |
| First Eagle Investment Management, LLC | 0.06% | Add +6.2% | 7,404,153 | $37.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -57.9% | 6,871,500 | $34.6M |
| Millennium Management | 0.03% | Add +78.2% | 6,374,637 | $32.1M |
| Marshall Wace, LLP | 0.03% | New | 4,885,905 | $24.6M |
| Crossmark Global Holdings, Inc. | 0.36% | Reduce -1.5% | 4,853,365 | $24.4M |
| Point72 Asset Management | 0.04% | Add +35.3% | 3,978,557 | $20.0M |
| Assetmark, Inc. | 0.04% | Add +12.7% | 3,849,993 | $19.4M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 3,750,336 | $18.9M |
| Voloridge Investment Management, LLC | 0.07% | New | 3,441,044 | $17.3M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +4.4% | 3,190,531 | $16.0M |
| Janney Montgomery Scott LLC | 0.04% | Add +2413.7% | 3,113,464 | $15.7M |
| AQR Capital Management | 0.01% | Add +24.4% | 2,996,565 | $15.1M |
| Raymond James Financial Inc. | 0.00% | Add +16.7% | 2,763,567 | $13.9M |
| Renaissance Technologies | 0.02% | Add +386.4% | 2,528,180 | $12.7M |
| Natixis Advisors, LLC | 0.02% | Add +99.0% | 2,527,834 | $12.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.9% | 2,505,956 | $12.6M |
| Optiver Holding B.V. | 0.47% | New | 2,486,645 | $12.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +334.0% | 2,236,672 | $11.3M |
| Cibc World Market Inc. | 0.02% | Reduce -8.4% | 2,221,879 | $11.2M |
| LPL Financial LLC | 0.00% | Add +4.2% | 2,180,676 | $11.0M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.9% | 2,017,843 | $10.1M |
| Cetera Investment Advisers | 0.01% | Add +9.6% | 1,970,659 | $9.9M |
| TD Waterhouse Canada Inc. | 0.03% | Add +11820.3% | 1,760,626 | $9.2M |
| QRG Capital Management, Inc. | 0.08% | Add +8.8% | 1,546,048 | $7.8M |
| Creative Planning | 0.01% | Add +0.4% | 1,498,920 | $7.5M |
| UBS Group AG | 0.00% | Add +46.3% | 1,494,043 | $7.5M |
| Ethic Inc. | 0.12% | Add +0.4% | 1,478,629 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +12.0% | 1,202,823 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +82.1% | 1,189,841 | $6.0M |
| Beck Bode, LLC | 0.96% | Reduce -6.2% | 1,124,456 | $5.7M |
| Mariner, LLC | 0.01% | Add +12.3% | 1,103,917 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.5% | 1,095,314 | $5.5M |
| Focus Partners Wealth | 0.01% | Add +9.7% | 1,086,221 | $5.5M |
| Trexquant Investment LP | 0.04% | New | 1,081,725 | $5.4M |
| Ritholtz Wealth Management | 0.09% | Add +5.3% | 1,048,126 | $5.3M |
| MML Investors Services, LLC | 0.01% | Reduce -19.2% | 1,010,755 | $5.1M |
| Eagle Global Advisors LLC | 0.18% | Add +2.5% | 1,005,000 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Add +79.1% | 995,332 | $5.0M |
| Gradient Investments LLC | 0.08% | New | 980,602 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -42.1% | 953,414 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Add +24.4% | 949,937 | $4.8M |
| Symmetry Investments LP | 1.11% | Add +525.2% | 911,500 | $4.6M |
| Integrated Quantitative Investments LLC | 0.83% | New | 904,608 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.8% | 877,782 | $4.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -10.4% | 762,631 | $3.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 748,752 | $3.8M |
| Capital Fund Management S.A. | 0.03% | Add +440.4% | 734,521 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 701,556 | $3.5M |
| Sei Investments Co. | 0.00% | Add +5.6% | 688,345 | $3.5M |
| Henry James International Management Inc. | 1.24% | Reduce -38.7% | 680,994 | $3.4M |
| T. Rowe Price Associates Inc. | 0.00% | New | 636,030 | $3.2M |
| Cerity Partners LLC | 0.00% | Add +11.7% | 627,564 | $3.2M |
| Citigroup Inc. | 0.00% | Add +21.4% | 603,690 | $3.0M |
| Brooklyn Investment Group | 0.09% | Add +32.6% | 602,194 | $3.0M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -8.7% | 566,451 | $2.8M |
| Neuberger Berman Group LLC | 0.00% | Add +41.4% | 561,917 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -70.2% | 560,832 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -42.5% | 522,518 | $2.6M |
| M&T Bank Corp | 0.01% | Add +509.8% | 519,548 | $2.6M |
| First Trust Advisors LP | 0.00% | Reduce -2.7% | 512,729 | $2.6M |
| Compound Planning, Inc. | 0.08% | Add +1.2% | 504,501 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +599.2% | 517,679 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +70.7% | 482,149 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Add +1750.4% | 477,622 | $2.4M |
| Vident Advisory, LLC | 0.02% | Add +13.4% | 452,854 | $2.3M |
| Bank of Montreal | 0.00% | Add +168.2% | 431,405 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.9% | 422,219 | $2.1M |
| JCIC Asset Management Inc. | 0.64% | New | 416,850 | $2.1M |
| BTC Capital Management, Inc. | 0.14% | Add +19.2% | 414,883 | $2.1M |
| Two Sigma Investments, LP | 0.00% | New | 412,100 | $2.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -15.5% | 409,053 | $2.1M |
| Lockheed Martin Investment Management Co. | 0.08% | Add +5.2% | 408,270 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +21.7% | 402,173 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -51.7% | 394,750 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +33.3% | 394,028 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +19.7% | 390,154 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +116.4% | 390,092 | $2.0M |
| Caprock Group, LLC | 0.05% | Reduce -6.2% | 388,654 | $2.0M |
| HF Advisory Group, LLC | 0.67% | Reduce -7.8% | 388,376 | $2.0M |
| Squarepoint Ops LLC | 0.00% | Add +1365.5% | 384,009 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +241.9% | 382,889 | $1.9M |
| Equitable Trust Co. | 0.09% | New | 378,991 | $1.9M |
| SIH Partners, LLLP | 0.06% | New | 376,246 | $1.9M |
| Royal Palms Capital LLC | 1.87% | Add +34.8% | 375,661 | $1.9M |
| Naviter Wealth, LLC | 0.23% | Add +3.3% | 367,861 | $1.9M |
"% 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.