LLOYDS BANKING GROUP PLC-ADR (LYG) Institutional Ownership
LYG is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $41.50M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is First Eagle U.S. Value, which reported ownership valued at approximately $40.82M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, First Eagle U.S. Value's LYG position is now estimated to be worth approximately $40.68M, representing an estimated loss of -0.34% since the filing period.
Major shareholders tracked on this page include First Eagle U.S. Value, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward LLOYDS BANKING GROUP PLC-ADR (LYG).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 2 | $41,503,616 | 7,118,973 |
| Q1 2026 | 3 | $50,570,627 | 10,053,803 |
| Q4 2025 | 3 | $40,307,723 | 7,605,231 |
| Q3 2025 | 3 | $52,714,557 | 11,611,135 |
| Q2 2025 | 3 | $76,800,240 | 18,070,644 |
| Q1 2025 | 3 | $27,870,371 | 7,295,909 |
| Q4 2024 | 3 | $17,494,951 | 6,431,967 |
| Q3 2024 | 3 | $18,623,597 | 5,969,101 |
| Q2 2024 | 2 | $14,056,674 | 5,148,965 |
| Q1 2024 | 3 | $14,936,962 | 5,767,238 |
| Q4 2023 | 3 | $15,065,808 | 6,303,853 |
| Q3 2023 | 3 | $13,728,488 | 6,445,465 |
Related LYG Institutional Insights:
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- LYG Institutional Ownership Changes
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- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
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- LYG Insider Trading & SEC Form 4 Activity
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