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Lloyds Banking Group plc 13F holders

619 funds reported a position in Lloyds Banking Group plc in their 13F for the quarter ended 30 June 2026, together 600.2 million shares worth $3.49 billion. Against the quarter before, 76 opened a position, 265 added, 145 trimmed and 46 sold out; together they sold a net 19.7 million shares. The largest holders: FMR LLC, Mondrian Investment Partners LTD and Morgan Stanley.

Funds holding619+43 on Q1 2026
Shares they held600.2Mworth $3.49 billion
Net sold on the quarter19.7M sharesabout $114.6 million at the funds' values
Funds buying to selling341 to 191opened or added, to cut or sold
Opened 76Added 265Held 127Trimmed 145Sold out 46
Opened: 76 fundsAdded: 265 fundsHeld: 127 fundsTrimmed: 145 fundsSold out: 46 funds

What each fund did in LYG against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 431 funds, 403.1 million shares431Q3 2024Q4 2024: 458 funds, 486.8 million shares458Q4 2024Q1 2025: 456 funds, 538.3 million shares456Q1 2025Q2 2025: 479 funds, 604.9 million shares479Q2 2025Q3 2025: 481 funds, 530.8 million shares481Q3 2025Q4 2025: 519 funds, 507.6 million shares519Q4 2025Q1 2026: 576 funds, 612.2 million shares576Q1 2026Q2 2026: 619 funds, 600.2 million shares619Q2 2026

Funds reporting a position in LYG in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

5,013 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 345 reported a position in Lloyds Banking Group plc: 24 opened one, 147 added, 80 trimmed and 25 sold out, a net 16.0 million shares sold.

FundChange in sharesShares nowStatusFiling
Fisher Asset Management, LLC-8,863,77912,640,654trimmed13F
Abc Arbitrage SA-2,728,0202,961,398trimmed13F
Mondrian Investment Partners LTD-2,630,97047,314,255trimmed13F
Citigroup Inc.-1,026,99415,719,458trimmed13F
BI Asset Management Fondsmaeglerselskab A/S-897,087522,157trimmed13F
Bank of Montreal+680,8875,916,434added13F
Assetmark, Inc.+456,2695,092,089added13F
Squarepoint Ops LLC-430,410212,540trimmed13F
Russell Investments Group, Ltd.+307,216783,526added13F
NINE Masts Capital Ltd+277,8921,662,502added13F
Crossmark Global Holdings, Inc.-263,8464,580,241trimmed13F
Simplex Trading, LLC-124,49411,891trimmed13F
LPL Financial LLC+120,0552,457,714added13F
Cambridge Investment Research Advisors, Inc.-113,085143,073trimmed13F
Vise Technologies, Inc.+100,261252,259added13F
US Bancorp-96,651533,549trimmed13F
Royal Palms Capital LLC+96,500471,161added13F
Creative Planning+78,2011,609,830added13F
Atria Investments, Inc+63,309426,004added13F
Savant Capital, LLC+63,265192,489added13F
Hantz Financial Services, Inc.+62,901519,302added13F
Greenspring Advisors, LLC+62,212124,096added13F
Ritholtz Wealth Management-60,3501,034,890trimmed13F
Ethic Inc.+52,7901,492,349added13F
MQS Management LLC+48,81848,818new13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 5 reported a position in Lloyds Banking Group plc in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 51.0 million shares worth $297.4 million, 0.0% of its reported book. Sold out: Renaissance Technologies. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 3.0 million shares, about $17.4 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC51,014,992$297.4 million0.0%+2,495,732added30 June 202613F
Millennium Management8,098,237$47.2 million0.0%+1,723,600added30 June 202613F
Citadel Advisors3,524,847$20.5 million0.0%+2,964,015added30 June 202613F
Point72 Asset Management2,262,925$13.2 million0.0%-1,715,632trimmed30 June 202613F
Two Sigma Investments458,500$2.7 million0.0%+46,400added30 June 202613F
Renaissance Technologies0$00.0%-2,528,180exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
FMR LLC51,014,9928.50%$297.4 million0.01%+2,495,73213F
Mondrian Investment Partners LTD49,945,2258.32%$291.2 million4.49%-1,924,35513F
Morgan Stanley42,671,5507.11%$248.8 million0.01%+17,301,75713F
JPMorgan Chase & Co.31,757,7315.29%$182.6 million0.01%+6,851,06413F
Goldman Sachs Group Inc.26,503,0214.42%$154.5 million0.02%+1,302,27913F
WCM Investment Management, LLC26,155,1054.36%$150.4 million0.27%-393,12913F
Northern Trust Corp.23,632,8303.94%$137.8 million0.02%-25,70813F
Fisher Asset Management, LLC21,504,4333.58%$125.4 million0.04%-132,004,17913F
BNP Paribas Financial Markets18,122,8903.02%$105.7 million0.06%+17,700,67113F
Citigroup Inc.16,746,4522.79%$97.6 million0.04%+16,142,76213F
CIBC Bancorp USA Inc.15,053,6072.51%$87.8 million0.11%-441,55813F
First Eagle Investment Management, LLC14,003,5142.33%$81.6 million0.07%13F
Dimensional Fund Advisors LP12,861,0502.14%$75.0 million0.01%+30,71313F
Envestnet Asset Management Inc.12,564,6332.09%$73.3 million0.02%+351,62613F
American Century Companies Inc.12,027,8922.00%$70.1 million0.03%+514,15013F
Jane Street Group, LLC10,930,5251.82%$63.7 million0.04%-938,06513F
Optiver Holding B.V.10,812,1391.80%$63.0 million0.90%+8,325,49413F
Arrowstreet Capital, Limited Partnership10,236,2281.71%$59.7 million0.03%+3,364,72813F
BlackRock, Inc.9,928,0671.65%$57.9 million0.00%-455,69813F
Millennium Management LLC8,098,2371.35%$47.2 million0.03%+1,723,60013F
Bank of America Corp.8,005,0221.33%$46.7 million0.00%+222,31013F
Qube Research & Technologies Ltd6,288,1661.05%$36.7 million0.04%+4,051,49413F
Abc Arbitrage SA5,689,4180.95%$33.2 million3.58%+5,658,50813F
Bank of Montreal5,235,5470.87%$30.5 million0.01%+4,804,14213F
Voloridge Investment Management, LLC5,201,8120.87%$30.3 million0.13%+1,760,76813F
Crossmark Global Holdings, Inc.4,844,0870.81%$28.2 million0.37%-9,27813F
AQR Capital Management LLC4,792,6900.80%$27.9 million0.01%+1,796,12513F
Assetmark, Inc.4,635,8200.77%$27.0 million0.05%+785,82713F
HRT Financial LP4,452,9050.74%$26.0 million0.05%new13F
Wells Fargo & Company3,581,6170.60%$20.9 million0.00%-168,71913F
Citadel Advisors LLC3,524,8470.59%$20.5 million0.01%+2,964,01513F
O'shaughnessy Asset Management, LLC3,471,3650.58%$20.2 million0.09%+280,83413F
Janney Montgomery Scott LLC3,093,4830.52%$18.0 million0.04%-19,98113F
Charles Schwab Investment Management Inc.2,964,8180.49%$17.3 million0.00%+458,86213F
Raymond James Financial Inc.2,943,6480.49%$17.2 million0.01%+180,08113F
Natixis Advisors, LLC2,630,1220.44%$15.3 million0.02%+102,28813F
LPL Financial LLC2,337,6590.39%$13.6 million0.00%+156,98313F
Point72 Asset Management, L.P.2,262,9250.38%$13.2 million0.02%-1,715,63213F
Schonfeld Strategic Advisors LLC2,204,3160.37%$12.9 million0.07%new13F
CIBC World Market Inc.2,199,5180.37%$12.8 million0.02%-22,36113F
Marshall Wace, LLP2,109,2940.35%$12.3 million0.01%-2,776,61113F
Capital Fund Management S.a.2,093,6620.35%$12.2 million0.09%+1,359,14113F
Clearbridge Investments, LLC1,998,5380.33%$11.7 million0.01%-19,30513F
Aquatic Capital Management LLC1,964,6770.33%$11.5 million0.39%+1,888,52813F
Trexquant Investment LP1,891,9540.32%$11.0 million0.07%+810,22913F
Cetera Investment Advisers1,817,7330.30%$10.6 million0.01%-152,92613F
Farringdon Capital, Ltd.1,797,5190.30%$10.5 million5.19%new13F
QRG Capital Management, Inc.1,731,5710.29%$10.1 million0.08%+185,52313F
Creative Planning1,531,6290.26%$8.9 million0.01%+32,70913F
TD Waterhouse Canada Inc.1,494,3950.25%$8.8 million0.02%-266,23113F
The 50 largest of the 619 funds that reported a position in LYG in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on LYG

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Millennium ManagementCalls740,600$4.3 million30 June 202613F
Citadel AdvisorsPuts70,000$408,10030 June 202613F
Citadel AdvisorsCalls14,300$83,36930 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.

Fails to deliver

Settlement dateShares failedPriceFile
14 October 2026489$5.50SEC
13 October 2026422$5.46SEC
9 October 2026764$5.38SEC
8 October 20262,912$5.40SEC
30 September 202628$5.69SEC
23 September 20261,350$5.78SEC
17 September 2026537$5.88SEC
15 September 202617,513$5.90SEC
14 September 20262,460$6.01SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 17,513 on 15 September 2026. A fail is an operational fact about settlement, not a position.