Vault-13

LLOYDS BANKING GROUP PLC LYG

SPONSORED ADR · ADR · CUSIP 539439109

British financial institution

480 institutional holders +23 vs Q1 2025
603,556,633603.6m shares reported held*
$2.2bnreported value*
76 new 178 added 153 reduced 49 sold out net bought ≈ $161.3m (+135.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.57. Options: 7 managers hold calls ($3.2m notional), 6 hold puts ($957.9k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 299Q4 22: 320Q1 23: 330Q2 23: 343Q3 23: 352Q4 23: 393Q1 24: 390Q2 24: 426Q3 24: 432Q4 24: 457Q1 25: 457Q2 25: 480480Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022299
Q4 2022320
Q1 2023330
Q2 2023343
Q3 2023352
Q4 2023393
Q1 2024390
Q2 2024426
Q3 2024432
Q4 2024457
Q1 2025457
Q2 2025480

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 163 bought or addedQ3 23: 155 cut or sold outQ4 23: 205 bought or addedQ4 23: 135 cut or sold outQ4 23Q1 24: 204 bought or addedQ1 24: 165 cut or sold outQ2 24: 257 bought or addedQ2 24: 131 cut or sold outQ2 24Q3 24: 253 bought or addedQ3 24: 159 cut or sold outQ4 24: 189 bought or addedQ4 24: 205 cut or sold outQ4 24Q1 25: 251 bought or addedQ1 25: 185 cut or sold outQ2 25: 254 bought or addedQ2 25: 202 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023163155
Q4 2023205135
Q1 2024204165
Q2 2024257131
Q3 2024253159
Q4 2024189205
Q1 2025251185
Q2 2025254202

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 24 calls: $913.4kQ3 24 puts: $754.2kQ3 24P/C 0.83Q4 24 calls: $718.9kQ4 24 puts: $235.8kQ4 24P/C 0.33Q1 25 calls: $1.8mQ1 25 puts: $840.0kQ1 25P/C 0.47Q2 25 calls: $3.2mQ2 25 puts: $957.9kQ2 25P/C 0.30
Numbers
QuarterCallsPutsP/C
Q3 2024$913.4k$754.2k0.83
Q4 2024$718.9k$235.8k0.33
Q1 2025$1.8m$840.0k0.47
Q2 2025$3.2m$957.9k0.30

Biggest buyers

L1 Capital Pty Ltd New +129,076,191+129.1m
Fisher Asset Management, LLC Added +16,705,846+16.7m
RENAISSANCE TECHNOLOGIES LLC Added +10,155,900+10.2m
CITADEL ADVISORS LLC Added +4,950,138+5.0m
MORGAN STANLEY Added +4,054,888+4.1m
FMR LLC Added +3,284,919+3.3m
UBS Group AG Added +3,052,557+3.1m
GOLDMAN SACHS GROUP INC Added +2,594,220+2.6m
Point72 Asset Management, L.P. New +2,568,800+2.6m
Rockefeller Capital Management L.P. Added +2,250,110+2.3m

Biggest sellers

Clearbridge Investments, LLC Reduced -24,231,445-24.2m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -10,274,883-10.3m
RAYMOND JAMES FINANCIAL INC Reduced -2,509,512-2.5m
BANK OF AMERICA CORP /DE/ Reduced -2,437,349-2.4m
WELLS FARGO & COMPANY/MN Reduced -2,404,946-2.4m
Balyasny Asset Management L.P. Reduced -2,040,168-2.0m
ENVESTNET ASSET MANAGEMENT INC Reduced -1,943,308-1.9m
NORTHERN TRUST CORP Reduced -1,749,867-1.7m
TOWNSQUARE CAPITAL LLC Reduced -1,534,910-1.5m
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Reduced -1,061,664-1.1m

Biggest calls

Optiver Holding B.V. Added $2.6m602.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $403.3k94.9k shares
CITADEL ADVISORS LLC Reduced $105.0k24.7k shares
GROUP ONE TRADING LLC Reduced $75.2k17.7k shares
SIMPLEX TRADING, LLC Added $55.0k13.1k shares
Walleye Trading LLC New $33.1k7.8k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Optiver Holding B.V. Reduced $437.8k103.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $378.7k89.1k shares
CITADEL ADVISORS LLC Added $116.0k27.3k shares
SIMPLEX TRADING, LLC Reduced $25.0k6.0k shares
Walleye Trading LLC New $425100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 0.25% of their portfolio PLANO, TX 148,828,623148.8m $632.5m $632.5m 0.25% Added +16.7m +16,705,846
2 L1 Capital Pty Ltd 8.22% of their portfolio MELBOURNE VIC 3000, C3 129,076,191129.1m $135.9m $135.9m 8.22% New
3 FMR LLC 0.01% of their portfolio BOSTON, MA 35,104,26635.1m $149.2m $149.2m 0.01% Added +3.3m +3,284,919
4 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 26,748,33726.7m $113.7m $113.7m 0.02% Added +2.6m +2,594,220
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 24,644,21524.6m $104.7m $104.7m 0.01% Added +4.1m +4,054,888
6 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.07% of their portfolio BOSTON, MA 23,094,49923.1m $98.2m $98.2m 0.07% Reduced -10.3m -10,274,883
7 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 13,936,36913.9m $59.2m $59.2m 0.01% Reduced -104.6k -104,567
8 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 13,737,77113.7m $58.4m $58.4m 0.01% Reduced -1.7m -1,749,867
9 CIBC Private Wealth Group LLC 0.10% of their portfolio ATLANTA, GA 13,506,96713.5m $57.4m $57.4m 0.10% Added +441.7k +441,684
10 RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio NEW YORK, NY 11,172,80011.2m $47.5m $47.5m 0.06% Added +10.2m +10,155,900
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 10,337,71810.3m $43.9m $43.9m 0.00% Added +1.2m +1,228,883
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 10,264,05710.3m $43.6m $43.6m 0.00% Reduced -2.4m -2,437,349
13 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 8,549,5908.5m $36.3m $36.3m 0.01% Reduced -1.9m -1,943,308
14 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 7,506,3207.5m $31.9m $31.9m 0.03% Reduced -693.0k -692,979
15 First Eagle Investment Management, LLC 0.06% of their portfolio NEW YORK, NY 6,816,1616.8m $29.0m $29.0m 0.06% Added +612.5k +612,523
16 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 6,806,1776.8m $28.9m $28.9m 0.02% Reduced -205.6k -205,597
17 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 5,250,3935.3m $22.3m $22.3m 0.02% Added +5.0m +4,950,138
18 Crossmark Global Holdings, Inc. 0.33% of their portfolio HOUSTON, TX 4,867,7134.9m $20.7m $20.7m 0.33% Added +35.7k +35,716
19 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 4,695,1214.7m $20.0m $20.0m 0.02% Added +2.3m +2,250,110
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,321,7634.3m $18.4m $18.4m 0.00% Reduced -2.4m -2,404,946
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,296,7684.3m $18.3m $18.3m 0.00% Added +3.1m +3,052,557
22 CIBC WORLD MARKET INC. 0.03% of their portfolio TORONTO, A6 3,528,2413.5m $15.0m $15.0m 0.03% Reduced -51.9k -51,862
23 Janney Capital Management LLC 0.85% of their portfolio PITTSBURGH, PA 3,115,6903.1m $13.2m $13.2m 0.85% Reduced -58.3k -58,331
24 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.08% of their portfolio Stamford, CT 2,719,1192.7m $11.6m $11.6m 0.08% Reduced -1.1m -1,061,664
25 Point72 Asset Management, L.P. 0.03% of their portfolio STAMFORD, CT 2,568,8002.6m $10.9m $10.9m 0.03% New
26 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 2,280,2792.3m $9.7m $9.7m 0.01% Reduced -24.2m -24,231,445
27 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 2,261,1152.3m $9.6m $9.6m 0.02% Added +1.4m +1,448,691
28 QRG CAPITAL MANAGEMENT, INC. 0.08% of their portfolio BERWYN, PA 2,186,8862.2m $9.3m $9.3m 0.08% Reduced -204.1k -204,099
29 Bard Financial Services, Inc. 1.04% of their portfolio BRANFORD, CT 2,053,1052.1m $8.7m $8.7m 1.04% Reduced -215.7k -215,700
30 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 2,028,6772.0m $8.6m $8.6m 0.02% Added +1.2m +1,207,960
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,856,8501.9m $7.9m $7.9m 0.00% Added +730.1k +730,116
32 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,839,8771.8m $7.8m $7.8m 0.00% Reduced -2.5m -2,509,512
33 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,802,7191.8m $7.7m $7.7m 0.00% Reduced -205.4k -205,364
34 Aquatic Capital Management LLC 0.15% of their portfolio CHICAGO, IL 1,710,5731.7m $7.3m $7.3m 0.15% New
35 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 1,661,2041.7m $7.1m $7.1m 0.00% Added +309.7k +309,670
36 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 1,634,3231.6m $6.9m $6.9m 0.01% Added +238.4k +238,430
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,512,3131.5m $6.4m $6.4m 0.00% Added +1.1m +1,111,897
38 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 1,371,7061.4m $5.8m $5.8m 0.00% Added +179.9k +179,903
39 Ethic Inc. 0.10% of their portfolio NEW YORK, NY 1,314,3141.3m $5.6m $5.6m 0.10% Reduced -76.1k -76,102
40 Beck Bode, LLC 0.89% of their portfolio DEDHAM, MA 1,236,2491.2m $5.3m $5.3m 0.89% New
41 LOGAN CAPITAL MANAGEMENT INC 0.24% of their portfolio Newtown Square, PA 1,211,9831.2m $5.2m $5.2m 0.24% Added +119.5k +119,491
42 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 1,207,0911.2m $5.1m $5.1m 0.00% Added +943.8k +943,845
43 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 1,184,6461.2m $5.0m $5.0m 0.01% Reduced -533.2k -533,176
44 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 1,155,4891.2m $4.9m $4.9m 0.01% Reduced -2.0m -2,040,168
45 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 1,148,2801.1m $4.9m $4.9m 0.01% Added +18.5k +18,542
46 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 1,058,5201.1m $4.5m $4.5m 0.01% Reduced -276.3k -276,285
47 RITHOLTZ WEALTH MANAGEMENT 0.09% of their portfolio NEW YORK, NY 932,080932.1k $4.0m $4.0m 0.09% Reduced -254.3k -254,264
48 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 899,504899.5k $3.8m $3.8m 0.01% Added +82.0k +82,010
49 Timber Creek Capital Management LLC 0.97% of their portfolio BOSTON, MA 877,275877.3k $3.8m $3.8m 0.97% Reduced -307.2k -307,165
50 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 862,207862.2k $3.7m $3.7m 0.00% Reduced -312.0k -312,018
51 Mariner, LLC 0.01% of their portfolio Overland Park, KS 851,467851.5k $3.6m $3.6m 0.01% Added +58.9k +58,864
52 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 848,666848.7k $3.6m $3.6m 0.00% Reduced -143.6k -143,632
53 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 833,483833.5k $3.5m $3.5m 0.00% Added +2.0k +1,960
54 Henry James International Management Inc. 1.16% of their portfolio NEW YORK, NY 832,564832.6k $3.5m $3.5m 1.16% Reduced -76.7k -76,700
55 Vanguard Personalized Indexing Management, LLC 0.04% of their portfolio OAKLAND, CA 774,145774.1k $3.3m $3.3m 0.04% Added +71.1k +71,101
56 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 761,551761.6k $3.2m $3.2m 0.00% Reduced -145.5k -145,486
57 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 726,534726.5k $3.1m $3.1m 0.00% Reduced -85.7k -85,651
58 EAGLE GLOBAL ADVISORS LLC 0.12% of their portfolio Houston, TX 700,000700.0k $3.0m $3.0m 0.12% Added +200.0k +200,000
59 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 689,459689.5k $2.9m $2.9m 0.03% Reduced -336.9k -336,906
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 684,657684.7k $2.9m $2.9m 0.00% Reduced -30.2k -30,179
61 XTX Topco Ltd 0.12% of their portfolio LONDON, X0 681,027681.0k $2.9m $2.9m 0.12% Added +475.9k +475,909
62 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 670,415670.4k $2.8m $2.8m 0.02% Reduced -48.8k -48,814
63 Semmax Financial Advisors Inc. 0.74% of their portfolio Winston Salem, NC 645,729645.7k $2.9m $2.9m 0.74% Added +4.2k +4,242
64 Cubist Systematic Strategies, LLC 0.03% of their portfolio STAMFORD, CT 643,082643.1k $2.7m $2.7m 0.03% New
65 Inspire Investing, LLC 0.29% of their portfolio MERIDIAN, ID 623,241623.2k $2.6m $2.6m 0.29% New
66 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 601,274601.3k $2.6m $2.6m 0.00% Reduced -64.2k -64,235
67 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 579,038579.0k $2.5m $2.5m 0.00% Added +65.0k +65,010
68 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 578,691578.7k $2.5m $2.5m 0.00% Reduced -431.0k -431,005
69 Vestmark Advisory Solutions, Inc. 0.03% of their portfolio Wakefield, MA 547,840547.8k $2.3m $2.3m 0.03% Reduced -298.8k -298,754
70 COOKSON PEIRCE & CO INC 0.10% of their portfolio PITTSBURGH, PA 532,595532.6k $2.3m $2.3m 0.10% New
71 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 520,376520.4k $2.2m $2.2m 0.01% Reduced -5.3k -5,265
72 Drucker Wealth 3.0, LLC 0.40% of their portfolio WOODCLIFF LAKE, NJ 495,273495.3k $2.1m $2.1m 0.40% Reduced -228.9k -228,864
73 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 481,752481.8k $2.0m $2.0m 0.00% Reduced -209.9k -209,932
74 Quantbot Technologies LP 0.05% of their portfolio NEW YORK, NY 479,674479.7k $2.0m $2.0m 0.05% Added +389.3k +389,255
75 AMG National Trust Bank 0.05% of their portfolio GREENWOOD VILLAGE, CO 467,420467.4k $2.0m $2.0m 0.05% Reduced -125.1k -125,090
76 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 461,001461.0k $2.0m $2.0m 0.02% Added +25.3k +25,256
77 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 429,735429.7k $1.9m $1.9m 0.03% Added +8.7k +8,713
78 Global Retirement Partners, LLC 0.05% of their portfolio San Rafael, CA 427,337427.3k $1.8m $1.8m 0.05% First filing
79 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 0.07% of their portfolio BETHESDA, MD 420,060420.1k $1.8m $1.8m 0.07% Unchanged
80 ABC ARBITRAGE SA 0.19% of their portfolio PARIS, I0 397,446397.4k $1.7m $1.7m 0.19% New
81 Symmetry Investments LP 0.14% of their portfolio ST HELIER, Y9 389,900389.9k $1.7m $1.7m 0.14% New
82 TWO SIGMA SECURITIES, LLC 0.20% of their portfolio NEW YORK, NY 386,581386.6k $1.6m $1.6m 0.20% New
83 TWIN CITY PRIVATE WEALTH, LLC 1.34% of their portfolio WINSTON-SALEM, NC 386,100386.1k $1.6m $1.6m 1.34% Added +118.1k +118,105
84 HF Advisory Group, LLC 0.65% of their portfolio Annapolis, MD 384,367384.4k $1.6m $1.6m 0.65% Added +29.6k +29,621
85 Naviter Wealth, LLC 0.20% of their portfolio LITTLE ROCK, AR 379,011379.0k $1.6m $1.6m 0.20% Added +19.0k +18,993
86 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 376,912376.9k $1.6m $1.6m 0.00% Reduced -75.1k -75,147
87 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 355,854355.9k $1.5m $1.5m 0.01% Reduced -122.5k -122,481
88 Compound Planning, Inc. 0.06% of their portfolio NEW YORK, NY 349,024349.0k $1.5m $1.5m 0.06% Added +169.3k +169,346
89 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 341,760341.8k $1.5m $1.5m 0.00% Reduced -305.7k -305,652
90 QUADRANT CAPITAL GROUP LLC 0.05% of their portfolio CINCINNATI, OH 335,925335.9k $1.4m $1.4m 0.05% Reduced -144.6k -144,562
91 SIGNATUREFD, LLC 0.02% of their portfolio ATLANTA, GA 310,881310.9k $1.3m $1.3m 0.02% Added +2.3k +2,318
92 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 306,837306.8k $1.3m $1.3m 0.02% Added +18.1k +18,064
93 Koss-Olinger Consulting, LLC 0.11% of their portfolio GAINESVILLE, FL 304,047304.0k $1.3m $1.3m 0.11% Reduced -3.3k -3,301
94 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 279,315279.3k $1.2m $1.2m 0.00% Reduced -191.0k -190,996
95 Callan Family Office, LLC 0.03% of their portfolio RADNOR, PA 254,052254.1k $1.1m $1.1m 0.03% Added +183.1k +183,095
96 Curi Capital, LLC 0.02% of their portfolio CHICAGO, IL 252,000252.0k $1.1m $1.1m 0.02% Reduced -37.8k -37,766
97 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 245,516245.5k $1.0m $1.0m 0.01% Reduced -9.4k -9,439
98 Voya Financial Advisors, Inc. 0.10% of their portfolio WINDSOR, CT 240,885240.9k $1.0m $1.0m 0.10% Added +15.5k +15,520
99 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 240,471240.5k $1.0m $1.0m 0.00% Added +46.8k +46,781
100 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 237,788237.8k $1.0m $1.0m 0.01% Reduced -55.7k -55,749