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
Elevation Point Wealth Partners, LLC 0.04% Add +360.0% 365,056 $1.8M
Hantz Financial Services, Inc. 0.03% Add +15.6% 355,441 $1.8M
Twin City Private Wealth, LLC 1.34% Add +3.5% 350,118 $1.8M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +0.3% 347,090 $1.7M
Principal Securities, Inc. 0.03% Add +0.7% 345,168 $1.7M
Park Avenue Securities LLC 0.01% Add +2.6% 331,866 $1.7M
Captrust Financial Advisors 0.00% Add +166.2% 330,736 $1.7M
Cookson Peirce & Co. Inc. 0.07% Reduce -24.3% 324,583 $1.6M
Quadrant Capital Group LLC 0.05% Reduce -1.1% 321,802 $1.6M
Callan Family Office, LLC 0.04% Add +15.3% 319,610 $1.6M
Glenmede Trust Co. NA 0.01% Add +156.5% 313,887 $1.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +531.7% 313,567 $1.6M
Signaturefd, LLC 0.02% Reduce -0.4% 308,471 $1.6M
Franklin Resources Inc. 0.00% Add +240.3% 304,569 $1.5M
Empowered Funds, LLC 0.01% New 301,065 $1.5M
Havemeyer Place LP 0.17% New 300,300 $1.5M
Coldstream Capital Management Inc. 0.02% Add +9.7% 292,419 $1.5M
Ieq Capital, LLC 0.01% Add +14.8% 283,882 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +21.6% 283,270 $1.4M
NLB Skladi, upravljanje premozenja, d.o.o. 0.07% No change 278,900 $1.4M
Bessemer Group Inc. 0.00% Add +3092.8% 270,401 $1.4M
Private Advisor Group, LLC 0.01% Reduce -5.3% 259,178 $1.3M
Revisor Wealth Management LLC 0.34% Reduce -2.5% 246,146 $1.2M
Rhumbline Advisers 0.00% Add +6.9% 246,091 $1.2M
Voya Financial Advisors, Inc. 0.12% Add +0.9% 256,127 $1.2M
Engineers Gate Manager LP 0.01% New 237,406 $1.2M
Intrust Bank NA 0.10% Add +2.8% 235,761 $1.2M
&partners 0.01% Add +22.2% 234,646 $1.2M
Dynasty Wealth Management, LLC 0.01% Reduce -7.7% 233,855 $1.2M
Choreo, LLC 0.01% Add +104.5% 233,198 $1.2M
1832 Asset Management L.P. 0.00% New 229,328 $1.2M
Koss-Olinger Consulting, LLC 0.10% Reduce -1.1% 228,783 $1.2M
Sanctuary Advisors, LLC 0.01% Add +12.9% 220,173 $1.1M
Corient Private Wealth LP 0.00% Add +26.5% 222,692 $1.1M
Sivia Capital Partners, LLC 0.20% Add +20.9% 207,900 $1.0M
CIBC Asset Management Inc 0.00% Add +30.6% 199,938 $1.0M
Barclays PLC 0.00% Add +90.2% 199,119 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Add +19.0% 186,022 $970K
Aaron Wealth Advisors LLC 0.06% Add +14.3% 190,138 $956K
Qtron Investments LLC 0.13% Add +9.3% 185,359 $932K
Integrated Wealth Concepts LLC 0.01% Add +59.3% 184,824 $930K
Keybank National Association 0.00% Add +198.6% 184,137 $926K
Prospera Financial Services Inc 0.01% Reduce -64.3% 176,392 $887K
Legacy Wealth Asset Management, LLC 0.21% Reduce -0.9% 174,017 $875K
Ballentine Partners, LLC 0.01% Add +5.1% 171,959 $865K
Pinnacle Associates Ltd. 0.01% Add +0.7% 166,048 $835K
Kathmere Capital Management, LLC 0.05% Reduce -1.4% 165,585 $833K
Gallacher Capital Management LLC 0.32% Add +1.6% 164,292 $826K
Ellevest, Inc. 0.11% Reduce -16.8% 161,989 $815K
Smartleaf Asset Management LLC 0.03% Add +81.1% 164,084 $793K
Summit Trail Advisors, LLC 0.01% Add +914.6% 156,374 $787K
Snowden Capital Advisors LLC 0.02% Add +1003.3% 156,268 $786K
Invesco Ltd. 0.00% Reduce -45.9% 153,197 $771K
Marino, Stram & Associates LLC 0.14% Add +3.8% 151,840 $764K
Headlands Technologies LLC 0.08% New 144,834 $729K
Syon Capital LLC 0.04% Reduce -1.2% 138,961 $699K
Connable Office Inc. 0.07% New 135,791 $683K
Vise Technologies, Inc. 0.01% No change 128,362 $680K
Quantbot Technologies LP 0.03% Reduce -1.3% 135,103 $680K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -29.5% 129,295 $674K
Yousif Capital Management, LLC 0.01% No change 128,373 $646K
Blue Trust, Inc. 0.01% Add +2.7% 128,361 $646K
Van Diest Capital, LLC 0.50% Add +372.9% 126,384 $636K
United Capital Financial Advisors, LLC 0.00% Add +1.5% 124,830 $628K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.8% 123,176 $620K
Stephens Inc. 0.01% Add +1.1% 122,344 $615K
Sequoia Financial Advisors, LLC 0.00% Add +6.3% 121,470 $611K
Gibbs Wealth Management 0.08% Add +324.8% 120,811 $608K
Evergreen Capital Management LLC 0.01% Add +1.5% 119,438 $601K
Personal Cfo Solutions, LLC 0.08% Add +507.5% 119,159 $599K
Fortress Private Ledger, LLC 0.18% Add +13.0% 115,254 $580K
Voleon Capital Management LP 0.01% New 114,375 $575K
Group One Trading LLC 0.02% New 113,476 $571K
XTX Topco Ltd 0.01% Reduce -79.9% 113,460 $571K
Commonwealth Equity Services, LLC 0.00% Add +6.9% 110,786 $557K
Mgo One Seven LLC 0.01% Add +7.8% 110,445 $556K
Acadian Asset Management LLC 0.00% Reduce -37.0% 110,572 $555K
Edge Wealth Management LLC 0.09% No change 110,000 $553K
Apollon Wealth Management, LLC 0.01% Reduce -1.0% 109,519 $551K
EverSource Wealth Advisors, LLC 0.02% Add +30.0% 109,264 $550K
Susquehanna International Group, LLP 0.00% Reduce -37.8% 106,770 $537K
Drucker Wealth 3.0, LLC 0.09% Reduce -8.5% 105,461 $530K
Papamarkou Wellner Asset Management inc. 0.32% No change 104,100 $524K
Aprio Wealth Management, LLC 0.03% Add +0.5% 103,072 $518K
Blueshift Asset Management, LLC 0.16% New 102,945 $518K
GeoWealth Management, LLC 0.02% Add +8.3% 102,725 $517K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.8% 102,163 $514K
May Hill Capital, LLC 0.13% Add +9.8% 100,688 $506K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -27.2% 100,001 $503K
Cetera Trust Company, N.A 0.28% No change 99,725 $502K
Simplex Trading, LLC 0.02% New 97,719 $492K
WINTON GROUP Ltd 0.02% New 95,900 $482K
Clearstead Advisors, LLC 0.00% New 94,516 $475K
Eagle Rock Investment Company, LLC 0.07% Reduce -3.9% 93,759 $472K
Farther Finance Advisors, LLC 0.00% Add +13.8% 89,653 $468K
Abel Hall, LLC 0.10% Add +8.6% 90,523 $455K
BSW Wealth Partners 0.06% Add +42.6% 90,463 $455K
Cypress Wealth Services, LLC 0.06% Reduce -0.1% 89,610 $451K
Cwm, LLC 0.00% Add +27.3% 89,442 $450K
Independent Advisor Alliance 0.00% Reduce -7.7% 87,354 $439K
William John Sempolinski 0.22% Reduce -8.4% 86,232 $434K
Brookstone Capital Management 0.01% Add +69.7% 86,176 $433K
GAMMA Investing LLC 0.02% Add +7.5% 84,940 $427K
HB Wealth Management, LLC 0.00% Add +25.1% 82,263 $414K
Bank of Nova Scotia 0.00% Reduce -9.3% 81,665 $411K
Tranquilli Financial Advisor LLC 0.24% Reduce -11.0% 80,161 $403K
Foster Victor Wealth Advisors, LLC 0.02% Add +1.5% 71,135 $398K
Mutual Advisors, LLC 0.01% Add +671.7% 78,472 $395K
Transcend Capital Advisors, LLC 0.03% Add +31.4% 77,603 $390K
Aquatic Capital Management LLC 0.01% Reduce -56.6% 76,149 $383K
Beacon Pointe Advisors, LLC 0.00% New 75,623 $380K
Benjamin Edwards Inc. 0.00% Add +8.0% 72,928 $367K
Arax Advisory Partners 0.01% Reduce -22.2% 71,405 $359K
Parallel Advisors, LLC 0.01% Add +17.6% 70,747 $356K
Advisory Services Network, LLC 0.00% Add +1.5% 69,341 $349K
Foundations Investment Advisors, LLC 0.00% Add +8.3% 66,942 $337K
Lido Advisors, LLC 0.00% Add +4.0% 66,573 $335K
Aegis Wealth Management LLC 0.19% Reduce -2.2% 66,532 $335K
FDx Advisors, Inc. 0.11% New 66,378 $334K
Silvercrest Asset Management Group LLC 0.00% No change 66,229 $333K
Sagespring Wealth Partners, LLC 0.01% Reduce -6.0% 64,772 $326K
SmartHarvest Portfolios, LLC 0.13% Add +9.6% 64,156 $323K
Alliance Wealth Advisors, LLC 0.15% Add +6.5% 63,985 $322K
PDS Planning, Inc 0.02% No change 63,071 $317K
TD Private Client Wealth LLC 0.01% Reduce -21.3% 62,937 $317K
Savant Capital, LLC 0.00% Add +13.8% 62,462 $314K
Quantum Portfolio Management LLC 0.14% New 62,279 $313K
Frec Markets, Inc. 0.05% Add +23.6% 61,456 $309K
Natural Investments, LLC 0.08% Add +0.7% 61,511 $309K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +118.3% 59,476 $299K
Cape Investment Advisory, Inc. 0.10% Reduce -4.5% 59,188 $298K
Greenspring Advisors, LLC 0.02% Add +1.9% 59,146 $298K
Frank, Rimerman Advisors LLC 0.02% Reduce -2.0% 58,865 $296K
State Street Corp. 0.00% No change 58,414 $294K
Allworth Financial LP 0.00% Add +5.2% 57,279 $288K
First Affirmative Financial Network 0.11% — 57,044 $287K
Ascent Group, LLC 0.01% Add +1.9% 56,977 $287K
Arlington Capital Management, Inc. 0.16% Add +4.7% 56,043 $282K
Mattson Financial Services, LLC 0.07% New 55,552 $279K
Anchyra Partners LLC 0.08% Add +6.5% 54,882 $276K
Five Oceans Advisors 0.10% No change 54,791 $276K
Merit Financial Group, LLC 0.00% Add +24.9% 54,223 $273K
Campbell & CO Investment Adviser LLC 0.02% New 53,881 $271K
Pinnacle Financial Partners, Inc. 0.00% Reduce -3.4% 53,569 $269K
Trust Point Inc. 0.02% Add +20.9% 53,095 $267K
Traub Capital Management LLC 0.26% Reduce -9.1% 53,050 $267K
Hilton Head Capital Partners, LLC 0.15% No change 52,625 $265K
Brown Financial Advisors 0.10% New 52,001 $262K
Anchor Investment Management, LLC 0.02% Reduce -6.5% 50,500 $254K
Concurrent Investment Advisors, LLC 0.00% Add +24.0% 50,310 $253K
D.A. Davidson & Co. 0.00% Add +125.4% 50,123 $252K
one8zero8, LLC 0.06% No change 50,000 $252K
World Investment Advisors 0.00% Add +43.2% 49,055 $247K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -38.6% 48,997 $246K
Indivisible Partners 0.02% New 48,989 $246K
Checchi Capital Advisers, LLC 0.02% Reduce -7.7% 48,315 $243K
Evolve Private Wealth, LLC 0.01% Reduce -0.3% 48,275 $243K
Sage Rhino Capital LLC 0.05% Add +0.2% 48,242 $243K
Drive Wealth Management, LLC 0.05% Reduce -5.7% 47,532 $239K
Fielder Capital Group LLC 0.05% No change 46,743 $235K
Focus Partners Advisor Solutions, LLC 0.00% Add +42.9% 46,571 $234K
Perigon Wealth Management, LLC 0.00% Reduce -1.8% 46,144 $232K
Valeo Financial Advisors, LLC 0.01% Reduce -40.7% 45,899 $231K
West Family Investments, Inc. 0.08% Reduce -6.9% 45,381 $228K
Prime Capital Investment Advisors, LLC 0.00% Add +1.6% 43,579 $219K
Brighton Jones LLC 0.00% New 43,380 $218K
IFP Advisors, Inc 0.00% Add +37.8% 42,762 $215K
CreativeOne Wealth, LLC 0.00% Reduce -5.9% 42,297 $213K
CHICAGO TRUST Co NA 0.03% No change 42,000 $211K
Cromwell Holdings LLC 0.12% No change 41,924 $211K
Beverly Hills Private Wealth, LLC 0.04% Reduce -8.0% 41,680 $210K
Jackson Thornton Wealth Management, LLC 0.02% Add +47.0% 36,965 $203K
Bleakley Financial Group, LLC 0.00% New 40,305 $203K
HUB Investment Partners, LLC 0.00% Add +15.8% 40,138 $202K
Aspen Grove Capital, LLC 0.04% New 40,002 $201K
Angeles Wealth Management, LLC 0.01% Add +93.2% 39,787 $200K
Portside Wealth Group, LLC 0.03% Add +29.2% 39,706 $200K
Purkiss Capital Advisors LLC 0.09% No change 39,260 $197K
EntryPoint Capital, LLC 0.06% New 38,846 $195K
First Horizon Corp. 0.01% No change 38,465 $193K
Wedmont Private Capital 0.01% Add +3.5% 33,405 $185K
Pathfinder Wealth Consulting, Inc. 0.12% Reduce -1.5% 36,529 $184K
LVW Advisors, LLC 0.02% New 35,971 $181K
Ausdal Financial Partners, Inc. 0.01% Add +7.6% 35,488 $179K
Addison Advisors LLC 0.04% Reduce -0.5% 35,430 $178K
Platform Technology Partners 0.03% Reduce -0.5% 33,489 $168K
Gateway Wealth Partners, LLC 0.01% New 33,237 $167K
Toronto Dominion Bank 0.00% Reduce -28.3% 33,055 $167K
Granite Group Advisors, LLC 0.10% New 32,018 $166K
GTS Securities LLC 0.01% New 32,841 $165K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +34.3% 32,634 $164K
SPWM Advisors LLC 0.14% Reduce -1.9% 31,474 $164K
Optas, LLC 0.02% Reduce -9.0% 32,412 $163K
Fifth Third Bancorp 0.00% Add +214.1% 32,356 $163K
Summit Financial, LLC 0.00% Add +0.7% 31,495 $158K
Savvy Advisors, Inc. 0.00% Add +16.8% 31,319 $158K
Abc Arbitrage SA 0.02% New 30,910 $155K
Venturi Wealth Management, LLC 0.01% New 30,553 $154K
Riversedge Advisors, LLC 0.02% Add +1.4% 29,445 $148K
NewEdge Advisors, LLC 0.00% Reduce -1.9% 28,997 $146K
CacheTech Inc. 0.03% New 28,246 $142K
Prosperity Consulting Group, LLC 0.01% Reduce -1.3% 28,200 $142K
Guggenheim Capital LLC 0.00% Reduce -1.1% 27,859 $140K
Keel Point, LLC 0.01% Reduce -24.0% 27,462 $138K
Continuum Advisory, LLC 0.01% Reduce -4.0% 27,436 $138K
Keebeck Wealth Management 0.02% New 27,387 $138K
HSBC Holdings PLC 0.00% Add +68.4% 27,341 $138K
Basecamp Wealth Advisors LLC 0.03% No change 27,074 $136K
Kestra Advisory Services, LLC 0.00% Reduce -45.0% 27,032 $136K
Stronghold Wealth Management L.L.C. 0.20% Add +2.8% 26,775 $135K
Brentview Investment Management LLC 0.06% No change 26,741 $135K
Florida Trust Wealth Management Co 0.00% Reduce -7.7% 26,458 $133K
Traveka Wealth, LLC 0.05% No change 26,401 $133K
Ariadne Wealth Management, LP 0.06% No change 26,381 $133K
Xponance LLC 0.00% Add +30.6% 26,306 $132K
Meriwether Wealth & Planning, LLC 0.07% Reduce -11.4% 26,244 $132K
American Trust 0.01% New 25,825 $130K
Integrity Financial Corp 0.06% New 25,696 $129K
Advisors Management Group Inc. 0.02% Add +27.5% 25,691 $129K
New Republic Capital, LLC 0.04% Reduce -43.6% 25,572 $129K
Stonehaven Wealth & Tax Solutions, LLC 0.11% New 25,518 $128K
SG Americas Securities, LLC 0.00% New 25,398 $128K
Crumly & Associates Inc. 0.03% Add +7.6% 25,404 $128K
ProVise Management Group, LLC 0.01% Add +1.8% 25,280 $127K
Retirement Planning Co of New England, Inc. 0.05% Add +0.1% 25,218 $127K
EP Wealth Advisors, LLC 0.00% Reduce -13.9% 25,096 $126K
Chase Investment Counsel Corp. 0.03% New 25,181 $126K
Carter Financial Group, INC. 0.08% Add +3.0% 25,044 $126K
Livet Wealth, LLC 0.08% Reduce -10.8% 24,931 $125K
Lifeworks Advisors, LLC 0.02% Add +2.6% 24,866 $125K
55 North Private Wealth, LLC 0.03% Reduce -6.9% 24,798 $125K
Epoch Investment Partners, Inc. 0.00% Add +99.6% 24,694 $124K
Aigen Investment Management, LP 0.03% New 24,596 $124K
Oppenheimer & Co. Inc. 0.00% Reduce -3.1% 24,558 $124K
Flatrock Wealth Partners LLC 0.06% Add +0.6% 24,463 $123K
Keynote Financial Services LLC 0.07% No change 24,400 $123K
Cooper Financial Group 0.01% Add +2.4% 24,377 $123K
Evoke Wealth, LLC 0.00% Add +19.1% 24,257 $122K
Virtu Financial LLC 0.01% Reduce -54.4% 24,166 $122K
Baldwin Wealth Partners LLC 0.01% Add +8.5% 24,074 $121K
Quintet Private Bank (Europe) S.A. 0.01% New 24,000 $121K
PFG Advisors 0.01% Reduce -3.3% 23,764 $120K
Townsquare Capital LLC 0.03% Reduce -13.4% 23,429 $118K
Equitable Holdings, Inc. 0.00% New 22,166 $117K
CPA Asset Management Group, LLC 0.04% Reduce -5.3% 23,185 $117K
Choate Investment Advisors 0.00% No change 23,163 $117K
CFO4Life Group, LLC 0.02% Reduce -15.9% 22,828 $115K
V-Square Quantitative Management LLC 0.01% Add +54.3% 22,528 $113K
Virtue Capital Management, LLC 0.02% Reduce -3.1% 22,977 $111K
Steward Partners Investment Advisory, LLC 0.00% Add +22.6% 21,710 $109K
Centurion Wealth Management LLC 0.02% Reduce -0.4% 21,544 $108K
Curated Wealth Partners LLC 0.01% No change 21,353 $107K
D'Orazio & Associates, Inc. 0.01% No change 21,190 $107K
Breakwater Capital Group 0.01% No change 21,006 $106K
Scotia Capital Inc. 0.00% Reduce -1.4% 20,837 $105K
Paladin Wealth, LLC 0.07% New 20,612 $104K
Pure Financial Advisors, LLC 0.00% Add +38.5% 20,296 $102K
Unique Wealth Strategies, LLC 0.04% No change 20,271 $102K
Impact Capital Partners LLC 0.03% Add +24.4% 20,204 $102K
Wealth Alliance, LLC 0.01% Reduce -5.1% 20,058 $101K
71 West Capital Partners 0.00% Add +24.7% 19,799 $100K
Berger Financial Group, Inc 0.01% No change 19,547 $98K
Bruce G. Allen Investments, LLC 0.06% Reduce -12.8% 19,351 $97K
Iron Gate Global Advisors LLC 0.01% New 19,336 $97K
Brio Consultants, LLC 0.01% Reduce -10.7% 18,648 $97K
Warren Street Wealth Advisors, LLC 0.02% Add +19.2% 19,177 $96K
Arkadios Wealth Advisors 0.00% Add +10.6% 18,760 $94K
Sage Investment Counsel LLC 0.10% Reduce -24.6% 18,700 $94K
Silver Oak Securities, Incorporated 0.01% Add +6.0% 18,491 $93K
Thrivent Financial for Lutherans 0.00% New 18,555 $93K
SteelPeak Wealth, LLC 0.00% Add +1.6% 18,416 $93K
Lazari Capital Management, Inc. 0.03% Reduce -0.2% 17,949 $90K
Park National Corp. 0.00% New 17,887 $90K
Capital Asset Advisory Services LLC 0.00% Reduce -4.0% 15,909 $89K
Aptus Capital Advisors, LLC 0.00% Reduce -5.8% 17,775 $89K
Abacus Wealth Partners, LLC 0.01% No change 17,729 $89K
Wedbush Securities Inc. 0.00% Add +0.8% 17,727 $89K
Federation des caisses Desjardins du Quebec 0.00% No change 17,469 $88K
Earned Wealth Advisors, LLC 0.01% Add +30.1% 17,385 $87K
Baird Financial Group, Inc. 0.00% Reduce -12.9% 17,348 $87K
Seven Mile Advisory 0.06% Add +0.0% 16,977 $85K
Anfield Capital Management, LLC 0.02% New 16,973 $85K
SYM FINANCIAL Corp 0.01% No change 16,794 $84K
Rothschild Investment LLC 0.00% Add +12.3% 16,487 $83K
Brown Brothers Harriman & Co. 0.00% Add +72.3% 16,411 $83K
Aureus Asset Management, LLC 0.01% New 16,186 $81K
Intergy Private Wealth, LLC 0.02% Add +9.9% 16,137 $81K
Fiduciary Financial Group, LLC 0.01% Add +6.8% 16,137 $81K
RMR Wealth Builders 0.01% New 16,063 $81K
Quantinno Capital Management LP 0.00% Reduce -77.2% 15,928 $80K
SBI Securities Co., Ltd. 0.00% Reduce -0.0% 15,922 $80K
MAI Capital Management 0.00% Add +14.2% 15,826 $80K
Insigneo Advisory Services, LLC 0.01% Add +20.0% 15,199 $76K
Resonant Capital Advisors, LLC 0.00% New 15,130 $76K
Morningstar Investment Management LLC 0.00% Reduce -30.6% 15,050 $76K
Destiny Wealth Partners, LLC 0.01% No change 14,840 $75K
Olde Wealth Management, LLC 0.02% No change 14,840 $74K
Avior Wealth Management, LLC 0.00% New 14,673 $74K
Crestwood Advisors Group, LLC 0.00% Add +16.7% 14,651 $74K
PharVision Advisers, LLC 0.75% New 14,629 $74K
Clark Capital Management Group, Inc. 0.00% New 14,604 $73K
Opal Wealth Advisors, LLC 0.02% New 14,552 $73K
Cloud Capital Management, LLC 0.03% New 14,602 $73K
Octavia Wealth Advisors, LLC 0.01% Reduce -43.6% 14,478 $73K
August Group Capital Ltd 0.08% Add +2.1% 14,424 $73K
Moody National Bank Trust Division 0.01% No change 14,405 $72K
Salomon & Ludwin, LLC 0.01% Add +114.4% 13,870 $72K
Simplicity Wealth,LLC 0.00% Reduce -13.6% 14,289 $72K
Certuity, LLC 0.00% Add +4.0% 14,287 $72K
Robertson Stephens Wealth Management, LLC 0.00% Add +5.5% 14,280 $72K
Cresset Asset Management, LLC 0.00% New 14,251 $72K
Brown Advisory Inc. 0.00% Reduce -33.1% 14,177 $71K
Rehmann Capital Advisory Group 0.00% New 13,916 $70K
IMC-Chicago, LLC 0.00% New 13,703 $69K
Kintra Wealth, LLC 0.00% Reduce -7.2% 13,675 $69K
HBK Sorce Advisory LLC 0.00% Add +7.3% 12,641 $69K
Legacy Financial Group, Inc. 0.02% No change 13,581 $68K
James Hambro & Partners LLP 0.00% No change 13,473 $68K
Zacks Investment Management 0.00% Add +9.9% 13,387 $67K
SVB Wealth LLC 0.00% Reduce -1.0% 13,198 $66K
Harbour Investments, Inc. 0.00% Add +106.8% 13,206 $66K
Tanager Wealth Management LLP 0.01% New 13,170 $66K
Root Financial Partners, LLC 0.00% Reduce -0.4% 13,163 $66K
Rothschild Wealth LLC 0.01% Add +0.2% 13,071 $66K
Great Diamond Partners, LLC 0.01% Add +1.5% 13,041 $66K
Vann Equity Management LLC 0.05% — 12,994 $65K
Advisor OS, LLC 0.00% New 12,970 $65K
Bank Hapoalim BM 0.01% No change 13,000 $65K
Stonebrook Private Inc. 0.01% New 12,646 $64K
Sowell Financial Services LLC 0.00% Add +11.2% 12,599 $63K
Waverly Advisors, LLC 0.00% Add +20.8% 12,423 $62K
Foster Group, Inc. 0.00% No change 12,376 $62K
Diversified Enterprises, LLC 0.00% No change 12,316 $62K
PFG Investments, LLC 0.00% No change 12,313 $62K
Nicolet Bankshares Inc. 0.00% New 11,759 $61K
First Pacific Financial 0.01% No change 12,157 $61K
SageView Advisory Group, LLC 0.00% Add +3.0% 11,956 $60K
Xxi Wealth, LLC 0.03% New 11,472 $58K
Klingman & Associates, LLC 0.00% Add +3.8% 11,332 $57K
Tower Research Capital LLC (TRC) 0.00% New 11,287 $57K
Gotham Asset Management 0.00% No change 11,118 $56K
Everhart Financial Group, Inc. 0.00% New 11,065 $56K
VestGen Advisors, LLC 0.00% New 10,522 $55K
Holistic Financial Partners 0.02% No change 10,874 $55K
Journey Strategic Wealth LLC 0.00% New 10,846 $55K
Greenleaf Trust 0.00% No change 10,824 $54K
Owl Creek Wealth Partners LLC 0.02% — 10,807 $54K
Cherrydale Wealth Management, LLC 0.02% No change 10,694 $54K
Hoxton Planning & Management, LLC 0.02% No change 10,657 $54K
Baron Wealth Management LLC 0.02% Reduce -0.6% 10,577 $53K
Crux Wealth Advisors 0.02% Add +3.8% 10,574 $53K
Diversified Management Inc. 0.01% New 10,548 $53K
Dynamic Advisor Solutions LLC 0.00% Reduce -2.9% 10,421 $52K
OpenArc Corporate Advisory, LLC 0.00% New 10,239 $52K
Halbert Hargrove Global Advisors, LLC 0.00% No change 10,096 $51K
Soltis Investment Advisors LLC 0.00% New 10,076 $51K
Legacy Capital Wealth Partners, LLC 0.01% New 10,051 $51K
Enterprise Financial Services Corp 0.03% No change 10,009 $50K
Shepherd Financial Partners LLC 0.00% No change 10,000 $50K
Beaird Harris Wealth Management, LLC 0.00% Add +1587.0% 9,886 $50K
True Wealth Design, LLC 0.01% Add +70.3% 9,478 $48K
Trust Co. of Toledo NA 0.00% New 9,415 $47K
Twin Peaks Wealth Advisors, LLC 0.01% New 8,238 $41K
Manchester Capital Management LLC 0.01% No change 8,163 $41K
Parkside Financial Bank & Trust 0.00% Add +2.3% 7,570 $38K
HM Payson & Co. 0.00% No change 7,150 $36K
Salem Investment Counselors Inc. 0.00% New 7,000 $35K
Westside Investment Management, Inc. 0.01% No change 6,406 $33K
Larson Financial Group LLC 0.00% Add +30.2% 6,605 $33K
Mather Group, Llc. 0.00% New 5,900 $30K
Private Trust Co. NA 0.00% Reduce -4.2% 5,896 $30K
Cornerstone Planning Group LLC 0.00% Add +131.2% 5,137 $27K
Wellington-Altus USA Inc. 0.01% Reduce -26.2% 4,018 $23K
JFS Wealth Advisors, LLC 0.00% No change 4,209 $21K
Fairscale Capital, LLC 0.01% No change 3,976 $20K
Acumen Wealth Advisors, LLC 0.01% Add +273.4% 3,883 $20K
Brown, Lisle/Cummings, Inc. 0.00% No change 3,428 $17K
SHP Wealth Management 0.00% Reduce -23.5% 3,379 $17K
Princeton Global Asset Management LLC 0.00% No change 3,000 $15K
Harbor Asset Planning, Inc. 0.01% No change 2,940 $15K
UMB Bank, n.a. 0.00% No change 2,804 $14K
Creative Financial Designs Inc. 0.00% No change 2,786 $14K
GW&K Investment Management, LLC 0.00% Add +12.9% 2,575 $13K
Essential Partners LLC 0.00% No change 2,579 $13K
Pinnacle Bancorp, Inc. 0.00% No change 2,345 $12K
Raffa Wealth Management, LLC 0.00% Reduce -4.9% 2,341 $12K
Bell Investment Advisors, Inc 0.00% Reduce -8.7% 2,248 $11K
SJS Investment Consulting Inc. 0.00% No change 2,102 $11K
Glen Eagle Advisors, LLC 0.00% No change 2,100 $11K
Sound Income Strategies, LLC 0.00% Reduce -22.0% 2,006 $10K
JDM Financial Group LLC 0.00% New 2,017 $10K
Whipplewood Advisors, LLC 0.01% New 1,944 $10K
Huntington National Bank 0.00% Add +58.4% 1,899 $10K
Retirement Wealth Solutions LLC 0.01% Add +16.2% 1,891 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -32.5% 1,888 $9K
Lanark Financial, Inc. 0.00% Reduce -6.5% 1,788 $9K
Intentional Wealth Strategies, LLC 0.01% — 1,776 $9K
Manning & Napier Advisors LLC 0.00% Reduce -0.4% 1,704 $8K
Financial Freedom, LLC 0.00% New 1,622 $8K
Proffitt & Goodson Inc. 0.00% No change 1,539 $8K
Bare Financial Services, Inc 0.00% Add +28.9% 1,523 $8K
Signature Equity Partners, LLC 0.00% Reduce -13.4% 1,485 $7K
Highline Wealth Partners LLC 0.00% Reduce -37.8% 1,406 $7K
Zions Bancorporation, National Association 0.00% No change 1,393 $7K
Nisa Investment Advisors, LLC 0.00% Add +19.9% 1,392 $7K
AdvisorNet Financial, Inc 0.00% No change 1,368 $7K
New England Capital Financial Advisors LLC 0.00% No change 1,319 $7K
Truvestments Capital LLC 0.00% New 1,284 $6K
Fortitude Family Office, LLC 0.00% Reduce -1.3% 1,279 $6K
Wilmington Savings Fund Society, FSB 0.00% Reduce -10.5% 1,184 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,156 $6K
Turim 21 Investimentos Ltda. 0.00% New 1,064 $5K
WealthCollab, LLC 0.00% No change 1,046 $5K
Kozak & Associates, Inc. 0.00% No change 951 $5K
Hilltop National Bank 0.00% No change 1,000 $5K
True Link Financial Advisors, LLC 0.00% New 912 $5K
Principia Wealth Advisory, LLC 0.00% Add +9.9% 906 $5K
Innovative Asset Advisors Group, LLC 0.00% — 902 $5K
Nemes Rush Group LLC 0.00% No change 812 $4K
IMA Advisory Services, Inc. 0.00% Reduce -5.2% 810 $4K
Spire Wealth Management 0.00% Reduce -13.9% 800 $4K
CX Institutional 0.00% Reduce -15.3% 849 $4K
JNBA Financial Advisors 0.00% No change 773 $4K
Independence Bank of Kentucky 0.00% No change 773 $4K
Ancora Advisors LLC 0.00% Reduce -44.9% 765 $4K
Cornerstone Financial Management LLC 0.00% Add +35.2% 749 $4K
Physician Wealth Advisors, Inc. 0.00% No change 746 $4K
Financial Consulate, Inc. 0.00% Add +246.1% 744 $4K
Financial Network Wealth Advisors LLC 0.00% Reduce -14.7% 742 $4K
North Star Investment Management Corp. 0.00% No change 731 $4K
Rossby Financial, LCC 0.00% Add +9.7% 634 $3K
Napier Financial, LLC 0.00% New 647 $3K
Abound Wealth Management 0.00% Reduce -30.5% 610 $3K
TD Capital Management LLC 0.00% Reduce -15.3% 550 $3K
Kilter Group LLC 0.00% Add +49.3% 512 $3K
DecisionPoint Financial, LLC 0.00% No change 500 $3K
JPL Wealth Management, LLC 0.00% New 474 $2K
MV Capital Management, Inc. 0.00% Add +173.1% 437 $2K
Burk Holdings LLC 0.00% New 427 $2K
Smithfield Trust Co 0.00% No change 497 $2K
Financial Management Professionals, Inc. 0.00% New 386 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -86.4% 381 $2K
First Command Advisory Services, Inc. 0.00% Add +10.9% 365 $2K
Sunbelt Securities, Inc. 0.00% No change 363 $2K
Triumph Capital Management 0.00% Add +152.2% 343 $2K
MidFirst Bank 0.00% New 322 $2K
MPWM Advisory Solutions, LLC 0.00% No change 310 $2K
Raleigh Capital Management Inc. 0.00% New 269 $1K
CVA Family Office, LLC 0.00% No change 255 $1K
Elevated Capital Advisors, LLC 0.00% No change 253 $1K
Private Wealth Asset Management, LLC 0.00% No change 253 $1K
Frazier Financial Advisors, LLC 0.00% New 242 $1K
Geneos Wealth Management Inc. 0.00% No change 237 $1K
WPG Advisers, LLC 0.00% No change 223 $1K
Grove Bank & Trust 0.00% New 219 $1K
American Capital Advisory, LLC 0.00% No change 212 $1K
Millstone Evans Group, LLC 0.00% No change 207 $1K
CENTRAL TRUST Co 0.00% Reduce -26.5% 194 $976
Southern Michigan Bank & Trust 0.00% — 186 $936
Key Capital Management, INC 0.00% New 159 $800
Bogart Wealth, LLC 0.00% No change 142 $714
Arlington Trust Co LLC 0.00% New 140 $704
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.3% 124 $624
Trust Co 0.00% No change 107 $538
Stone House Investment Management, LLC 0.00% New 103 $518
Godfrey Financial Associates, Inc. 0.00% No change 95 $478
Cassaday & Co Wealth Management LLC 0.00% New 93 $468
GHP Investment Advisors, Inc. 0.00% New 89 $448
Toth Financial Advisory Corp. 0.00% No change 70 $353
Murphy & Mullick Capital Management Corp 0.00% No change 30 $151
Walleye Capital LLC 0.00% New 13 $65
Financial Gravity Asset Management, Inc. 0.00% No change 7 $35

"% 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.