Lloyds Banking Group plc (LYG) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership decreased this quarter (-0.13 pp), while top 10 holders maintain a highly concentrated 52.7% of value.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in LYG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 51.0M | $297.4M | +5.1% | 0.351% | 0.01% |
| 2 | Mondrian Investment Partners LTD | 49.9M | $291.2M | -3.7% | 0.344% | 4.49% |
| 3 | MORGAN STANLEY | 42.7M | $248.8M | +68.2% | 0.294% | 0.01% |
| 4 | JPMORGAN CHASE & CO | 31.8M | $182.6M | +27.5% | 0.219% | 0.01% |
| 5 | GOLDMAN SACHS GROUP INC | 26.6M | $154.9M | +5.1% | 0.183% | 0.01% |
| 6 | WCM INVESTMENT MANAGEMENT, LLC | 26.2M | $150.4M | -1.5% | 0.180% | 0.27% |
| 7 | NORTHERN TRUST CORP | 23.6M | $137.8M | -0.1% | 0.163% | 0.02% |
| 8 | Fisher Asset Management, LLC | 21.5M | $125.4M | -86.0% | 0.148% | 0.04% |
| 9 | BNP PARIBAS FINANCIAL MARKETS | 18.1M | $105.7M | +4192.3% | 0.125% | 0.04% |
| 10 | CITIGROUP INC | 16.7M | $97.6M | +2674.0% | 0.115% | 0.03% |
| 11 | CIBC Bancorp USA Inc. | 15.1M | $87.8M | -2.9% | 0.104% | 0.11% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 12.9M | $75.0M | +0.2% | 0.089% | 0.01% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 12.6M | $73.3M | +2.9% | 0.087% | 0.01% |
| 14 | AMERICAN CENTURY COMPANIES INC | 12.0M | $70.1M | +4.5% | 0.083% | 0.03% |
| 15 | JANE STREET GROUP, LLC | 11.1M | $65.0M | -7.1% | 0.077% | 0.01% |
| 16 | Optiver Holding B.V. | 10.8M | $63.0M | +334.8% | 0.074% | 0.02% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10.2M | $59.7M | +49.0% | 0.071% | 0.03% |
| 18 | BlackRock, Inc. | 9.9M | $57.9M | -4.4% | 0.068% | 0.00% |
| 19 | MILLENNIUM MANAGEMENT LLC | 8.8M | $51.5M | +30.5% | 0.061% | 0.02% |
| 20 | BANK OF AMERICA CORP /DE/ | 8.0M | $46.7M | +2.9% | 0.055% | 0.00% |
| 21 | First Eagle Investment Management, LLC | 7.0M | $40.8M | -5.4% | 0.048% | 0.03% |
| 22 | Qube Research & Technologies Ltd | 6.3M | $36.7M | +181.1% | 0.043% | 0.03% |
| 23 | ABC ARBITRAGE SA | 5.7M | $33.2M | +18306.4% | 0.039% | 3.58% |
| 24 | BANK OF MONTREAL /CAN/ | 5.2M | $30.5M | +1113.6% | 0.036% | 0.01% |
| 25 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5.2M | $30.3M | +51.2% | 0.036% | 0.13% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LYG — a direct measure of their conviction.
Filings activity in LYG during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 620 | +8.2% | 4.12% | 0.13 pp | $3.40B | +11% |
| Q1 2026 | 573 | +13% | 4.25% | +0.75 pp | $3.05B | +14% |
| Q4 2025 | 508 | +7.4% | 3.50% | 0.24 pp | $2.67B | +9.6% |
| Q3 2025 | 473 | 1.0% | 3.74% | 3.24 pp | $2.44B | 43% |
| Q2 2025 | 478 | +7.2% | 6.98% | +3.29 pp | $4.31B | +108% |
| Q1 2025 | 446 | +0.7% | 3.69% | +0.35 pp | $2.07B | +91% |
| Q4 2024 | 443 | +5.5% | 3.34% | +0.65 pp | $1.09B | 6.0% |
| Q3 2024 | 420 | — | 2.69% | — | $1.16B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LYG stock.
Based on Q2 2026 13F filings, institutional ownership of Lloyds Banking Group plc stands at 4.1%, held across 620 reporting institutions.
FMR LLC is the largest reported institutional holder of LYG, with approximately 51,014,992 shares worth $0.30B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of LYG, including Fisher Asset Management, LLC, JANE STREET GROUP, LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for LYG is 70 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
87 institutions opened new positions in LYG during Q2 2026, while 46 fully exited. 463 added to existing positions and 50 trimmed.
LYG institutional ownership fell by 0.13 percentage points quarter-over-quarter, with a net change of +47 holders.
The top 10 institutions account for 52.7% of all reported 13F value in LYG, and the top 25 account for 76.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.