Vault-13

LLOYDS BANKING GROUP PLC LYG

SPONSORED ADR · ADR · CUSIP 539439109

British financial institution

517 institutional holders +36 vs Q3 2025
506,122,334506.1m shares reported held*
$2.7bnreported value*
65 new 211 added 123 reduced 43 sold out net sold ≈ $115.8m (-21.8m 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 ($8.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.30. Options: 8 managers hold calls ($5.4m notional), 7 hold puts ($1.4m).

Trends to Q4 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: 480Q3 25: 481Q4 25: 517517Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025481
Q4 2025517

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 241 bought or addedQ3 25: 190 cut or sold outQ4 25: 276 bought or addedQ4 25: 166 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024204165
Q2 2024257131
Q3 2024253159
Q4 2024189205
Q1 2025251185
Q2 2025254202
Q3 2025241190
Q4 2025276166

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ1 25 calls: $1.8mQ1 25 puts: $840.0kQ1 25P/C 0.47Q2 25 calls: $3.2mQ2 25 puts: $957.9kQ2 25P/C 0.30Q3 25 calls: $1.9mQ3 25 puts: $458.5kQ3 25P/C 0.24Q4 25 calls: $5.4mQ4 25 puts: $1.4mQ4 25P/C 0.26
Numbers
QuarterCallsPutsP/C
Q1 2025$1.8m$840.0k0.47
Q2 2025$3.2m$957.9k0.30
Q3 2025$1.9m$458.5k0.24
Q4 2025$5.4m$1.4m0.26

Biggest buyers

FMR LLC Added +4,568,467+4.6m
Point72 Asset Management, L.P. Added +2,736,293+2.7m
JANE STREET GROUP, LLC Added +1,418,381+1.4m
Fisher Asset Management, LLC Added +1,300,718+1.3m
AMERICAN CENTURY COMPANIES INC Added +981,713+981.7k
CITADEL ADVISORS LLC Added +807,855+807.9k
Bank of New York Mellon Corp Added +778,868+778.9k
CIBC Private Wealth Group LLC Added +673,473+673.5k
ASSETMARK, INC Added +660,256+660.3k
AQR CAPITAL MANAGEMENT LLC Added +654,579+654.6k

Biggest sellers

Mondrian Investment Partners LTD Reduced -6,789,708-6.8m
UBS Group AG Reduced -5,593,607-5.6m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -5,300,015-5.3m
MILLENNIUM MANAGEMENT LLC Reduced -5,238,601-5.2m
RENAISSANCE TECHNOLOGIES LLC Reduced -4,650,200-4.7m
JPMORGAN CHASE & CO Reduced -2,641,216-2.6m
MORGAN STANLEY Reduced -1,777,282-1.8m
Aquatic Capital Management LLC Reduced -1,277,387-1.3m
CIBC WORLD MARKET INC. Reduced -1,039,864-1.0m
ENVESTNET ASSET MANAGEMENT INC Reduced -921,858-921.9k

Biggest calls

Symmetry Investments LP New $1.6m300.0k shares
JPMORGAN CHASE & CO New $1.3m252.4k shares
Walleye Trading LLC Added $871.3k164.4k shares
SIMPLEX TRADING, LLC Added $598.9k113.0k shares
GROUP ONE TRADING LLC Added $344.0k64.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $339.7k64.1k shares
MILLENNIUM MANAGEMENT LLC New $318.0k60.0k shares
Optiver Holding B.V. Reduced $21.2k4.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $361.5k68.2k shares
CITADEL ADVISORS LLC Added $292.6k55.2k shares
Walleye Trading LLC Added $240.6k45.4k shares
JANE STREET GROUP, LLC New $195.6k36.9k shares
Optiver Holding B.V. Reduced $135.2k25.5k shares
SIMPLEX TRADING, LLC Added $126.1k23.8k shares
GROUP ONE TRADING LLC Added $83.2k15.7k 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 Q4 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 Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 0.27% of their portfolio PLANO, TX 151,258,982151.3m $801.7m $801.7m 0.27% Added +1.3m +1,300,718
2 Mondrian Investment Partners LTD 4.90% of their portfolio LONDON, X0 55,986,44256.0m $296.7m $296.7m 4.90% Reduced -6.8m -6,789,708
3 FMR LLC 0.01% of their portfolio BOSTON, MA 43,612,87243.6m $231.1m $231.1m 0.01% Added +4.6m +4,568,467
4 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 24,652,30024.7m $130.7m $130.7m 0.02% Reduced -781.2k -781,237
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 23,685,54423.7m $125.5m $125.5m 0.01% Reduced -1.8m -1,777,282
6 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio BOSTON, MA 16,323,70816.3m $86.5m $86.5m 0.05% Reduced -5.3m -5,300,015
7 CIBC Private Wealth Group LLC 0.13% of their portfolio ATLANTA, GA 14,802,99214.8m $78.5m $78.5m 0.13% Added +673.5k +673,473
8 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 14,494,96714.5m $76.8m $76.8m 0.01% Added +215.7k +215,695
9 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 13,013,35613.0m $69.0m $69.0m 0.01% Reduced -434.3k -434,307
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 10,615,65110.6m $56.3m $56.3m 0.00% Reduced -618.3k -618,277
11 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 9,093,9899.1m $48.2m $48.2m 0.02% Added +981.7k +981,713
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9,039,7539.0m $47.9m $47.9m 0.00% Reduced -843.1k -843,137
13 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 7,483,2717.5m $39.7m $39.7m 0.01% Reduced -921.9k -921,858
14 First Eagle Investment Management, LLC 0.07% of their portfolio NEW YORK, NY 6,971,1017.0m $36.9m $36.9m 0.07% Added +642.8k +642,848
15 Crossmark Global Holdings, Inc. 0.37% of their portfolio HOUSTON, TX 4,926,1744.9m $26.1m $26.1m 0.37% Reduced -153.5k -153,459
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,811,4063.8m $20.2m $20.2m 0.00% Reduced -464.4k -464,442
17 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 3,577,0783.6m $19.0m $19.0m 0.01% Reduced -5.2m -5,238,601
18 ASSETMARK, INC 0.04% of their portfolio CONCORD, CA 3,416,1443.4m $18.1m $18.1m 0.04% Added +660.3k +660,256
19 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.09% of their portfolio Stamford, CT 3,055,3733.1m $16.2m $16.2m 0.09% Added +196.9k +196,875
20 Janney Capital Management LLC 1.00% of their portfolio PITTSBURGH, PA 3,001,2953.0m $15.9m $15.9m 1.00% Reduced -66.1k -66,069
21 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 2,941,4932.9m $15.6m $15.6m 0.02% Added +2.7m +2,736,293
22 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 2,426,4642.4m $12.9m $12.9m 0.02% Reduced -1.0m -1,039,864
23 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 2,409,6802.4m $12.8m $12.8m 0.01% Added +654.6k +654,579
24 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 2,380,4512.4m $12.6m $12.6m 0.01% Added +1.4m +1,418,381
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 2,368,3272.4m $12.6m $12.6m 0.00% Added +88.3k +88,309
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 2,280,2502.3m $12.1m $12.1m 0.00% Added +298.1k +298,140
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 2,092,0122.1m $11.1m $11.1m 0.00% Added +109.0k +109,009
28 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 2,057,2672.1m $10.9m $10.9m 0.01% Reduced -25.1k -25,079
29 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 1,879,2901.9m $10.0m $10.0m 0.01% Added +807.9k +807,855
30 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 1,798,0651.8m $9.5m $9.5m 0.01% Reduced -52.2k -52,209
31 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 1,645,9661.6m $8.7m $8.7m 0.00% Added +778.9k +778,868
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,627,5321.6m $8.6m $8.6m 0.00% Reduced -2.6m -2,641,216
33 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 1,492,6061.5m $7.9m $7.9m 0.01% Added +37.3k +37,294
34 Ethic Inc. 0.12% of their portfolio NEW YORK, NY 1,473,0801.5m $7.8m $7.8m 0.12% Added +50.2k +50,167
35 QRG CAPITAL MANAGEMENT, INC. 0.08% of their portfolio BERWYN, PA 1,421,5761.4m $7.5m $7.5m 0.08% Added +83.8k +83,844
36 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 1,270,2841.3m $6.7m $6.7m 0.01% Reduced -358.2k -358,181
37 LOGAN CAPITAL MANAGEMENT INC 0.28% of their portfolio Newtown Square, PA 1,258,7761.3m $6.7m $6.7m 0.28% Added +112.8k +112,845
38 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 1,250,3811.3m $6.6m $6.6m 0.02% Added +141.0k +140,968
39 Beck Bode, LLC 1.06% of their portfolio DEDHAM, MA 1,198,8461.2m $6.4m $6.4m 1.06% Reduced -68.3k -68,341
40 Henry James International Management Inc. 1.86% of their portfolio NEW YORK, NY 1,110,9281.1m $5.9m $5.9m 1.86% Added +278.6k +278,600
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,074,0481.1m $5.7m $5.7m 0.00% Added +82.7k +82,705
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,021,0881.0m $5.4m $5.4m 0.00% Reduced -5.6m -5,593,607
43 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 1,018,9931.0m $5.4m $5.4m 0.01% Added +292 +292
44 RITHOLTZ WEALTH MANAGEMENT 0.10% of their portfolio NEW YORK, NY 995,220995.2k $5.3m $5.3m 0.10% Added +25.7k +25,669
45 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 989,792989.8k $5.2m $5.2m 0.01% Added +52.4k +52,378
46 Mariner, LLC 0.01% of their portfolio Overland Park, KS 983,459983.5k $5.2m $5.2m 0.01% Added +92.0k +91,951
47 EAGLE GLOBAL ADVISORS LLC 0.19% of their portfolio Houston, TX 980,000980.0k $5.2m $5.2m 0.19% Added +50.0k +50,000
48 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 921,703921.7k $4.9m $4.9m 0.01% Added +7.6k +7,570
49 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 908,470908.5k $4.8m $4.8m 0.01% Reduced -138.9k -138,895
50 Vanguard Personalized Indexing Management, LLC 0.04% of their portfolio OAKLAND, CA 851,384851.4k $4.5m $4.5m 0.04% Added +28.6k +28,626
51 Vestmark Advisory Solutions, Inc. 0.06% of their portfolio Wakefield, MA 817,225817.2k $4.3m $4.3m 0.06% Added +352.0k +352,038
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 763,810763.8k $4.0m $4.0m 0.00% Added +8.4k +8,405
53 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 700,332700.3k $3.7m $3.7m 0.00% Reduced -41.4k -41,442
54 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 679,441679.4k $3.6m $3.6m 0.00% Reduced -371.5k -371,498
55 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 653,363653.4k $3.5m $3.5m 0.00% Added +61.6k +61,564
56 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 652,015652.0k $3.5m $3.5m 0.00% Added +17.8k +17,846
57 OPPENHEIMER ASSET MANAGEMENT INC. 0.04% of their portfolio NEW YORK, NY 620,239620.2k $3.3m $3.3m 0.04% Reduced -104.6k -104,614
58 XTX Topco Ltd 0.08% of their portfolio LONDON, X0 565,549565.5k $3.0m $3.0m 0.08% Added +447.4k +447,433
59 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 561,924561.9k $3.0m $3.0m 0.00% Added +71.5k +71,546
60 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 555,694555.7k $2.9m $2.9m 0.01% Added +15.2k +15,218
61 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 526,739526.7k $2.8m $2.8m 0.00% Added +29.9k +29,899
62 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 519,800519.8k $2.8m $2.8m 0.00% Reduced -4.7m -4,650,200
63 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 515,412515.4k $2.7m $2.7m 0.00% New
64 Compound Planning, Inc. 0.08% of their portfolio NEW YORK, NY 498,691498.7k $2.6m $2.6m 0.08% Added +128.3k +128,289
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 497,139497.1k $2.6m $2.6m 0.00% Reduced -364.2k -364,174
66 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 493,442493.4k $2.6m $2.6m 0.04% Added +460.4k +460,431
67 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 484,036484.0k $2.6m $2.6m 0.03% Reduced -29.3k -29,291
68 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 482,536482.5k $2.6m $2.6m 0.00% Added +305.2k +305,208
69 Global Retirement Partners, LLC 0.04% of their portfolio San Rafael, CA 476,637476.6k $2.5m $2.5m 0.04% Added +67.8k +67,825
70 Brooklyn Investment Group 0.11% of their portfolio NEW YORK, NY 454,021454.0k $2.4m $2.4m 0.11% Added +314.5k +314,481
71 COOKSON PEIRCE & CO INC 0.09% of their portfolio PITTSBURGH, PA 428,958429.0k $2.3m $2.3m 0.09% Reduced -114.7k -114,720
72 HF Advisory Group, LLC 0.78% of their portfolio Annapolis, MD 421,216421.2k $2.2m $2.2m 0.78% Added +19.5k +19,512
73 Caprock Group, LLC 0.05% of their portfolio BOISE, ID 414,188414.2k $2.2m $2.2m 0.05% Reduced -14.8k -14,757
74 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 399,308399.3k $2.1m $2.1m 0.02% Reduced -64.4k -64,414
75 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 397,465397.5k $2.1m $2.1m 0.00% Added +19.1k +19,099
76 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 0.07% of their portfolio BETHESDA, MD 388,170388.2k $2.1m $2.1m 0.07% Unchanged
77 Naviter Wealth, LLC 0.25% of their portfolio LITTLE ROCK, AR 356,222356.2k $1.9m $1.9m 0.25% Reduced -34.3k -34,333
78 BTC Capital Management, Inc. 0.13% of their portfolio DES MOINES, IA 348,118348.1k $1.8m $1.8m 0.13% New
79 Laird Norton Wetherby Trust Company, LLC 0.04% of their portfolio Seattle, WA 345,933345.9k $1.8m $1.8m 0.04% New
80 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 342,808342.8k $1.8m $1.8m 0.03% Added +22.4k +22,384
81 TWIN CITY PRIVATE WEALTH, LLC 1.36% of their portfolio WINSTON-SALEM, NC 338,220338.2k $1.8m $1.8m 1.36% Reduced -50.6k -50,573
82 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 332,200332.2k $1.8m $1.8m 0.00% Added +248.3k +248,300
83 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 330,370330.4k $1.8m $1.8m 0.00% Added +65.5k +65,450
84 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 325,896325.9k $1.7m $1.7m 0.02% Added +59.6k +59,618
85 QUADRANT CAPITAL GROUP LLC 0.05% of their portfolio CINCINNATI, OH 325,419325.4k $1.7m $1.7m 0.05% Reduced -10.7k -10,714
86 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 323,387323.4k $1.7m $1.7m 0.01% Reduced -4.0k -3,953
87 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 314,721314.7k $1.7m $1.7m 0.01% New
88 SIGNATUREFD, LLC 0.03% of their portfolio ATLANTA, GA 309,619309.6k $1.6m $1.6m 0.03% Reduced -2.9k -2,873
89 HANTZ FINANCIAL SERVICES, INC. 0.02% of their portfolio SOUTHFIELD, MI 307,579307.6k $1.6m $1.6m 0.02% Added +79.8k +79,815
90 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 295,498295.5k $1.6m $1.6m 0.00% Added +3.0k +3,026
91 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 283,297283.3k $1.5m $1.5m 0.00% Added +38.3k +38,289
92 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 282,448282.4k $1.5m $1.5m 0.00% Reduced -56.7k -56,673
93 NLB Skladi, upravljanje premozenja, d.o.o. 0.07% of their portfolio Ljubljana, 2A 278,900278.9k $1.5m $1.5m 0.07% First filing
94 Royal Palms Capital LLC 1.75% of their portfolio WHITEFISH, MT 278,661278.7k $1.5m $1.5m 1.75% First filing
95 Callan Family Office, LLC 0.03% of their portfolio RADNOR, PA 277,325277.3k $1.5m $1.5m 0.03% Added +71.9k +71,942
96 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 273,792273.8k $1.5m $1.5m 0.01% Added +16.5k +16,522
97 COLDSTREAM CAPITAL MANAGEMENT INC 0.02% of their portfolio BELLEVUE, WA 266,662266.7k $1.4m $1.4m 0.02% Reduced -41.1k -41,127
98 Voya Financial Advisors, Inc. 0.13% of their portfolio WINDSOR, CT 253,845253.8k $1.3m $1.3m 0.13% Added +197 +197
99 Dynasty Wealth Management, LLC 0.01% of their portfolio ST. PETERSBURG, FL 253,461253.5k $1.3m $1.3m 0.01% Added +84.0k +84,029
100 Revisor Wealth Management LLC 0.37% of their portfolio AKRON, OH 252,396252.4k $1.4m $1.4m 0.37% Added +126.6k +126,621