Lloyds Banking Group PLC-ADRLYG

13F holders, Q1 2026 (March 31)
572holders +56
105new positions
47sold out
7famous investors
$5.01avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions105$229.8M
Exits47$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.

Show all 572 holders