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Lloyds Banking Group plc hedge fund holdings

LYGNYSE
$5.50+0.08 (+1.48%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

LYG · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+21.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025188146$829M$258M447Aug 14, 2025
Q3 2025160116$105M$719M453Nov 14, 2025
Q4 2025200112$119M$238M490Feb 14, 2026
Q1 2026252120$651M$115M542May 15, 2026
Q2 2026243111$758M$862M571Aug 14, 2026

Quarterly action breakdown

Q2 2026
571 filers
New position
75
$73.5M+12.6M sh
Increased
168
$685M+117M sh
Reduced
70
-$839M-144M sh
Out / sold
41
-$23.1M-3.96M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Fisher Asset Management, LLCReduce 85.99%-$770M$125M0.04%Aug 4, 2026
First Eagle Investment Management, LLCAdded 89.13%+$38.5M$81.6M0.07%Aug 24, 2026
Abc Arbitrage SAAdded 18306.40%+$33M$33.2M3.58%Jul 20, 2026
Mondrian Investment Partners LTDReduce 3.71%-$11.2M$291M4.49%Jul 30, 2026
Farringdon Capital, Ltd.New Buy+$10.5M$10.5M5.19%Aug 12, 2026
Voloridge Investment Management, LLCAdded 51.17%+$10.3M$30.3M0.13%Aug 14, 2026
BI Asset Management Fondsmaeglerselskab A/SNew Buy+$8.27M$8.27M0.07%Aug 10, 2026
Capital Fund Management S.A.Added 185.04%+$7.92M$12.2M0.05%Aug 13, 2026
Old Mission Capital LLCNew Buy+$7.33M$7.33M0.12%Aug 14, 2026
Manning & Napier Advisors LLCAdded 48715.02%+$4.84M$4.85M0.06%Aug 14, 2026
Assetmark, IncAdded 20.41%+$4.58M$27M0.05%Jul 30, 2026
Henry James International Management Inc.Added 69.95%+$2.78M$6.75M2.02%Jul 9, 2026
Capricorn Fund Managers LtdNew Buy+$2.62M$2.62M0.21%Jul 24, 2026
MML Investors Services, LLCAdded 43.80%+$2.58M$8.47M0.02%Aug 7, 2026
Factory Mutual Insurance CoNew Buy+$2.33M$2.33M0.02%Jul 21, 2026
WCM Investment Management, LLCReduce 1.48%-$2.26M$150M0.27%Aug 13, 2026
SIH Partners, LLLPSell 100%-$1.89M$00.00%Aug 14, 2026
Eagle Global Advisors LLCAdded 28.36%+$1.66M$7.52M0.25%Jul 30, 2026
Koss-Olinger Consulting, LLCReduce 95.53%-$1.27M$59.6K0.00%Aug 10, 2026
Symmetry Investments LPReduce 23.97%-$1.27M$4.04M0.27%Aug 14, 2026
Flow Traders U.S. LLCNew Buy+$1.23M$1.23M0.05%Aug 14, 2026
QRG Capital Management, Inc.Added 12.00%+$1.08M$10.1M0.08%Jul 14, 2026
Patriot Financial Group Insurance Agency, LLCReduce 44.76%-$1.02M$1.26M0.13%Jul 16, 2026
Prospera Financial Services IncReduce 84.26%-$866K$162K0.00%Jul 15, 2026
Integrated Quantitative Investments LLCAdded 13.76%+$725K$6M0.98%Aug 14, 2026
First Trust Advisors LPReduce 23.49%-$702K$2.29M0.00%Aug 11, 2026
Natixis Advisors, LLCAdded 4.05%+$596K$15.3M0.02%Aug 14, 2026
Voleon Capital Management LPSell 100%-$575K$00.00%Aug 14, 2026
Yousif Capital Management, LLCReduce 72.49%-$543K$206K0.00%Jul 16, 2026
Blueshift Asset Management, LLCSell 100%-$518K$00.00%Aug 14, 2026
Naviter Wealth, LLCAdded 22.83%+$490K$2.63M0.24%Aug 7, 2026
Sivia Capital Partners, LLCReduce 34.85%-$422K$790K0.10%Jul 23, 2026
Van Diest Capital, LLCReduce 51.26%-$378K$359K0.32%Aug 4, 2026
Larry Mathis Financial Planning, LLCNew Buy+$342K$342K0.26%Jul 27, 2026
HF Advisory Group, LLCAdded 14.79%+$335K$2.6M0.80%Jul 9, 2026
Gallacher Capital Management LLCReduce 34.73%-$333K$625K0.35%Jul 17, 2026
Empowered Funds, LLCAdded 18.33%+$322K$2.08M0.01%Aug 17, 2026
Arlington Capital Management, Inc.Sell 100%-$282K$00.00%Jul 24, 2026
LVW Advisors, LLCAdded 134.17%+$281K$491K0.04%Jul 15, 2026
Keybank National AssociationAdded 22.27%+$239K$1.31M0.00%Jul 28, 2026
Axxcess Wealth Management, LLCNew Buy+$234K$234K0.00%Jul 28, 2026
Ethic Inc.Reduce 2.64%-$228K$8.39M0.10%Jul 29, 2026
Beverly Hills Private Wealth, LLCSell 100%-$210K$00.00%Aug 7, 2026
Old National BancorpNew Buy+$210K$210K0.00%Jul 15, 2026
Mutual Advisors, LLCAdded 44.13%+$202K$659K0.01%Aug 14, 2026
OneAscent Investment Solutions LLCNew Buy+$196K$196K0.19%Aug 11, 2026
EntryPoint Capital, LLCSell 100%-$195K$00.00%Aug 13, 2026
71 West Capital PartnersAdded 159.95%+$185K$300K0.01%Aug 4, 2026
Pathfinder Wealth Consulting, Inc.Sell 100%-$184K$0Not reportedJul 10, 2026
BSW Wealth PartnersReduce 34.47%-$182K$346K0.04%Jul 15, 2026
Addison Advisors LLCReduce 86.39%-$178K$28.1K0.01%Aug 10, 2026
Permanens Capital L.P.New Buy+$170K$170K0.02%Aug 14, 2026
Xponance LLCAdded 106.90%+$164K$317K0.00%Aug 10, 2026
Atria Investments, IncReduce 7.04%-$160K$2.11M0.02%Jul 28, 2026
Cardinal Point Capital Management ULCNew Buy+$146K$146K0.01%Jul 14, 2026
Quantinno Capital Management LPAdded 156.24%+$145K$238K0.00%Aug 13, 2026
CacheTech Inc.Sell 100%-$142K$00.00%Aug 11, 2026
Campbell & CO Investment Adviser LLCAdded 45.01%+$141K$456K0.02%Aug 3, 2026
Vise Technologies, Inc.Added 18.41%+$138K$886K0.01%Aug 11, 2026
Keebeck Wealth ManagementAdded 84.87%+$136K$295K0.03%Aug 11, 2026
CIBC Asset Management IncAdded 11.25%+$131K$1.3M0.00%Aug 3, 2026
Cibc World Market Inc.Reduce 1.01%-$130K$12.8M0.02%Aug 13, 2026
R Squared LtdNew Buy+$129K$129K0.07%Aug 5, 2026
Diversify Advisory Services, LLCNew Buy+$129K$129K0.00%Aug 10, 2026
Diversify Wealth Management, LLCNew Buy+$129K$129K0.00%Jul 30, 2026
Aigen Investment Management, LPSell 100%-$124K$00.00%Aug 14, 2026
Evoke Wealth, LLCSell 100%-$122K$00.00%Aug 10, 2026
Quintet Private Bank (Europe) S.A.Sell 100%-$121K$00.00%Jul 13, 2026
Mission Wealth Management, LPNew Buy+$120K$120K0.00%Jul 20, 2026
Vident Advisory, LLCAdded 4.33%+$114K$2.75M0.02%Aug 12, 2026
Dynasty Wealth Management, LLCReduce 8.34%-$114K$1.25M0.01%Aug 13, 2026
Kathmere Capital Management, LLCAdded 11.38%+$110K$1.08M0.06%Jul 29, 2026
Warren Street Wealth Advisors, LLCAdded 94.42%+$106K$217K0.05%Jul 23, 2026
Gateway Wealth Partners, LLCReduce 52.51%-$102K$92K0.01%Aug 4, 2026
Cookson Peirce & Co IncReduce 5.21%-$98.6K$1.79M0.06%Jul 23, 2026
Providence First Trust CoNew Buy+$97.8K$97.8K0.03%Jul 27, 2026
Sage Investment Counsel LLCSell 100%-$94.1K$00.00%Jul 22, 2026
Facet Wealth, Inc.New Buy+$93.4K$93.4K0.00%Jul 27, 2026
Foster Victor Wealth Advisors, LLCAdded 21.61%+$91.1K$513K0.03%Jul 22, 2026
Peapack Gladstone Financial CorpNew Buy+$91K$91K0.00%Aug 14, 2026
Fortress Private Ledger, LLCAdded 13.47%+$90.5K$762K0.21%Aug 7, 2026
1832 Asset Management L.P.Added 6.77%+$90.5K$1.43M0.00%Aug 13, 2026
Abacus Wealth Partners, LLCSell 100%-$89.2K$00.00%Jul 22, 2026
Portside Wealth Group, LLCAdded 38.34%+$88.8K$320K0.04%Jul 14, 2026
Carter Financial Group, INC.Reduce 60.02%-$87.6K$58.4K0.03%Jul 30, 2026
BLVD Private Wealth, LLCNew Buy+$86.7K$86.7K0.06%Jul 23, 2026
Knightsbridge Asset Management, LLCNew Buy+$85.1K$85.1K0.01%Aug 13, 2026
First Command Advisory Services, Inc.Added 3964.93%+$84.4K$86.5K0.00%Aug 10, 2026
Voya Financial Advisors, Inc.Reduce 5.71%-$84.2K$1.39M0.12%Aug 12, 2026
NewEdge Wealth, LLCAdded 3.46%+$82.6K$2.47M0.02%Aug 10, 2026
Aspiriant, LLCNew Buy+$82K$82K0.00%Jul 20, 2026
RFG Advisory, LLCNew Buy+$81.5K$81.5K0.00%Jul 15, 2026
Oppenheimer Asset Management Inc.Reduce 2.45%-$81K$3.22M0.03%Aug 3, 2026
Atlas Legacy Advisors, LLCNew Buy+$81K$81K0.01%Jul 31, 2026
Impact Investors, IncNew Buy+$80.3K$80.3K0.06%Jul 31, 2026
Cooper Financial GroupAdded 56.24%+$79.9K$222K0.02%Jul 8, 2026
Beck Bode, LLCAdded 1.22%+$79.7K$6.64M1.00%Aug 13, 2026
Legacy Wealth Advisors, LLCNew Buy+$79.1K$79.1K0.03%Aug 14, 2026
Epoch Investment Partners, Inc.Reduce 54.77%-$78.9K$65.1K0.00%Aug 13, 2026
Benjamin Edwards IncAdded 18.23%+$77.5K$503K0.00%Jul 24, 2026

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