LYG Institutional Ownership & Shareholders
LLOYDS BANKING GROUP PLC-ADR (LYG) is currently held by 603 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.36B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of LYG tracked by InsiderSet, reporting ownership valued at approximately $297.42M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $257.12M, representing an estimated loss of -13.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed LYG value among the investors covered in this analysis. Major shareholders include Fmr Llc, Mondrian Investment Partners Ltd, Morgan Stanley, and several other long-term asset managers with concentrated positions in LLOYDS BANKING GROUP PLC-ADR (LYG).
This page ranks the largest institutional LYG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
603
Total Reported Value
$3.36B
Largest Holder
Fmr Llc
Largest Position
$297.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.01% | 51,014,992 | $297,417,400 | $257,115,560 | -$40,301,840 | -13.55% | |
| Mondrian Investment Partners Ltd | 4.94% | 47,314,255 | $266,379,257 | $238,463,845 | -$27,915,412 | -10.48% | |
| Morgan Stanley | 0.01% | 42,671,550 | $248,775,155 | $215,064,612 | -$33,710,543 | -13.55% | |
| Jpmorgan Chase & Co | 0.01% | 31,757,731 | $182,606,957 | $160,058,964 | -$22,547,993 | -12.35% | |
| Goldman Sachs Group Inc | 0.02% | 26,503,021 | $154,512,611 | $133,575,226 | -$20,937,385 | -13.55% | |
| Wcm Investment Management, Llc | 0.27% | 26,155,105 | $150,391,856 | $131,821,729 | -$18,570,127 | -12.35% | |
| Northern Trust Corp | 0.02% | 23,632,830 | $137,779,399 | $119,109,463 | -$18,669,936 | -13.55% | |
| Fisher Asset Management, Llc | 0.04% | 21,504,433 | $125,370,855 | $108,382,342 | -$16,988,513 | -13.55% | |
| Bnp Paribas Financial Markets | 0.06% | 18,122,890 | $105,656,449 | $91,339,366 | -$14,317,083 | -13.55% | |
| Citigroup Inc | 0.05% | 16,746,452 | $97,631,816 | $84,402,118 | -$13,229,698 | -13.55% | |
| Cibc Bancorp Usa Inc. | 0.11% | 15,053,607 | $87,772,897 | $75,870,179 | -$11,902,718 | -13.56% | |
| Dimensional Fund Advisors Lp | 0.01% | 12,861,050 | $74,979,924 | $64,819,692 | -$10,160,232 | -13.55% | |
| Envestnet Asset Management Inc | 0.02% | 12,564,633 | $73,250,337 | $63,325,750 | -$9,924,587 | -13.55% | |
| American Century Companies Inc | 0.03% | 12,027,892 | $70,122,610 | $60,620,576 | -$9,502,034 | -13.55% | |
| Jane Street Group, Llc | 0.04% | 10,930,525 | $63,724,961 | $55,089,846 | -$8,635,115 | -13.55% | |
| Optiver Holding B.V. | 0.90% | 10,812,139 | $63,034,770 | $54,493,181 | -$8,541,589 | -13.55% | |
| Arrowstreet Capital, Limited Partnership | 0.03% | 10,236,228 | $59,677,209 | $51,590,589 | -$8,086,620 | -13.55% | |
| Blackrock, Inc. | 0.00% | 9,928,067 | $57,880,631 | $50,037,458 | -$7,843,173 | -13.55% | |
| Millennium Management Llc | 0.03% | 8,098,237 | $47,212,722 | $40,815,114 | -$6,397,608 | -13.55% | |
| Bank Of America Corp | 0.00% | 8,005,022 | $46,669,276 | $40,345,311 | -$6,323,965 | -13.55% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.07% | 7,001,757 | $40,820,245 | $35,288,855 | -$5,531,390 | -13.55% |
| Qube Research & Technologies Ltd | 0.04% | 6,288,166 | $36,660,008 | $31,692,357 | -$4,967,651 | -13.55% | |
| Bank Of Montreal | 0.01% | 5,235,547 | $30,523,239 | $26,387,157 | -$4,136,082 | -13.55% | |
| Voloridge Investment Management, Llc | 0.13% | 5,201,812 | $30,326,564 | $26,217,132 | -$4,109,432 | -13.55% | |
| Assetmark, Inc | 0.05% | 5,092,089 | $28,668,461 | $25,664,129 | -$3,004,332 | -10.48% | |
| Aqr Capital Management Llc | 0.01% | 4,792,690 | $27,941,381 | $24,155,158 | -$3,786,223 | -13.55% | |
| Hrt Financial Lp | 0.05% | 4,452,905 | $25,960,000 | $22,442,641 | -$3,517,359 | -13.55% | |
| Wells Fargo & Company/Mn | 0.00% | 3,581,617 | $20,880,825 | $18,051,350 | -$2,829,475 | -13.55% | |
| Citadel Advisors Llc | 0.01% | 3,524,847 | $20,549,858 | $17,765,229 | -$2,784,629 | -13.55% | |
| O'Shaughnessy Asset Management, Llc | 0.09% | 3,471,365 | $20,238,058 | $17,495,680 | -$2,742,378 | -13.55% | |
| Janney Montgomery Scott Llc | 0.03% | 3,093,483 | $18,035,000 | $15,591,154 | -$2,443,846 | -13.55% | |
| Charles Schwab Investment Management Inc | 0.00% | 2,964,818 | $17,284,889 | $14,942,683 | -$2,342,206 | -13.55% | |
| Raymond James Financial Inc | 0.00% | 2,943,648 | $17,161,470 | $14,835,986 | -$2,325,484 | -13.55% | |
| Abc Arbitrage Sa | 1.63% | 2,961,398 | $16,672,671 | $14,925,446 | -$1,747,225 | -10.48% | |
| Natixis Advisors, Llc | 0.02% | 2,630,122 | $15,333,000 | $13,255,815 | -$2,077,185 | -13.55% | |
| Lpl Financial Llc | 0.00% | 2,337,659 | $13,628,553 | $11,781,801 | -$1,846,752 | -13.55% | |
| Point72 Asset Management, L.P. | 0.02% | 2,262,925 | $13,192,853 | $11,405,142 | -$1,787,711 | -13.55% | |
| Schonfeld Strategic Advisors Llc | 0.07% | 2,204,316 | $12,851,161 | $11,109,753 | -$1,741,408 | -13.55% | |
| Cibc World Market Inc. | 0.02% | 2,199,518 | $12,823,190 | $11,085,571 | -$1,737,619 | -13.55% | |
| Marshall Wace, Llp | 0.01% | 2,109,294 | $12,297,183 | $10,630,842 | -$1,666,341 | -13.55% | |
| Capital Fund Management S.A. | 0.09% | 2,093,662 | $12,206,049 | $10,552,056 | -$1,653,993 | -13.55% | |
| Clearbridge Investments, Llc | 0.01% | 1,998,538 | $11,651,474 | $10,072,632 | -$1,578,842 | -13.55% | |
| Aquatic Capital Management Llc | 0.39% | 1,964,677 | $11,454,067 | $9,901,972 | -$1,552,095 | -13.55% | |
| Trexquant Investment Lp | 0.07% | 1,891,954 | $11,030,092 | $9,535,448 | -$1,494,644 | -13.55% | |
| Cetera Investment Advisers | 0.01% | 1,817,733 | $10,597,385 | $9,161,374 | -$1,436,011 | -13.55% | |
| Farringdon Capital, Ltd. | 5.19% | 1,797,519 | $10,479,536 | $9,059,496 | -$1,420,040 | -13.55% | |
| Qrg Capital Management, Inc. | 0.08% | 1,731,571 | $10,095,060 | $8,727,118 | -$1,367,942 | -13.55% | |
| Mml Investors Services, Llc | 0.02% | 1,453,513 | $8,473,980 | $7,325,706 | -$1,148,274 | -13.55% | |
| Ethic Inc. | 0.10% | 1,439,559 | $8,392,629 | $7,255,377 | -$1,137,252 | -13.55% | |
| Ubs Group Ag | 0.00% | 1,431,159 | $8,343,657 | $7,213,041 | -$1,130,616 | -13.55% |
Frequently asked questions about LYG
Who are the largest institutional holders of LYG?
The largest institutional holders of LYG reported in the latest SEC Form 13F filings include Fmr Llc, Mondrian Investment Partners Ltd, Morgan Stanley, Jpmorgan Chase & Co, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported LYG position.
What is LYG institutional ownership?
This page tracks LYG positions reported by institutional investment managers through SEC Form 13F. LLOYDS BANKING GROUP PLC-ADR (LYG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LYG?
InsiderSet currently tracks 603 institutional managers reporting LYG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LYG shareholders.
How much LYG stock do institutions own?
Institutional investment managers disclosed approximately $3.36B in LYG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LYG institutional ownership last updated?
The latest LYG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LYG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LYG position after the reporting date.
Are institutions buying or selling LYG?
Institutional buying and selling can be analyzed by comparing LYG positions across consecutive 13F reporting periods. InsiderSet's LYG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LYG ownership changes.
How has LYG institutional ownership changed over time?
InsiderSet tracks LYG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.