Vault-13

LLOYDS BANKING GROUP PLC LYG

SPONSORED ADR · ADR · CUSIP 539439109

British financial institution

572 institutional holders +55 vs Q4 2025
610,012,538610.0m shares reported held*
$3.1bnreported value*
105 new 225 added 141 reduced 50 sold out net bought ≈ $539.4m (+107.2m 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 ($10.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.01. Options: 15 managers hold calls ($19.9m notional), 10 hold puts ($9.1m).

Trends to Q1 2026

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: 517Q1 26: 572572Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026572

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 24: 257 bought or addedQ2 24: 131 cut or sold outQ3 24: 253 bought or addedQ3 24: 159 cut or sold outQ3 24Q4 24: 189 bought or addedQ4 24: 205 cut or sold outQ1 25: 251 bought or addedQ1 25: 185 cut or sold outQ1 25Q2 25: 254 bought or addedQ2 25: 202 cut or sold outQ3 25: 241 bought or addedQ3 25: 190 cut or sold outQ3 25Q4 25: 276 bought or addedQ4 25: 166 cut or sold outQ1 26: 330 bought or addedQ1 26: 191 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024257131
Q3 2024253159
Q4 2024189205
Q1 2025251185
Q2 2025254202
Q3 2025241190
Q4 2025276166
Q1 2026330191

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ2 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 0.26Q1 26 calls: $19.9mQ1 26 puts: $9.1mQ1 26P/C 0.46
Numbers
QuarterCallsPutsP/C
Q2 2025$3.2m$957.9k0.30
Q3 2025$1.9m$458.5k0.24
Q4 2025$5.4m$1.4m0.26
Q1 2026$19.9m$9.1m0.46

Biggest buyers

WCM INVESTMENT MANAGEMENT, LLC New +26,548,234+26.5m
JPMORGAN CHASE & CO Added +23,279,135+23.3m
JANE STREET GROUP, LLC Added +9,488,139+9.5m
NORTHERN TRUST CORP Added +9,163,571+9.2m
FMR LLC Added +4,906,388+4.9m
MARSHALL WACE, LLP New +4,885,905+4.9m
ENVESTNET ASSET MANAGEMENT INC Added +4,729,736+4.7m
VOLORIDGE INVESTMENT MANAGEMENT, LLC New +3,441,044+3.4m
Janney Montgomery Scott LLC Added +2,989,604+3.0m
MILLENNIUM MANAGEMENT LLC Added +2,797,559+2.8m

Biggest sellers

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -9,452,208-9.5m
Mondrian Investment Partners LTD Reduced -4,116,862-4.1m
CITADEL ADVISORS LLC Reduced -1,318,458-1.3m
LOGAN CAPITAL MANAGEMENT INC Sold out -1,258,776-1.3m
BANK OF AMERICA CORP /DE/ Reduced -1,257,041-1.3m
Bank of New York Mellon Corp Reduced -692,552-692.6k
XTX Topco Ltd Reduced -452,089-452.1k
Henry James International Management Inc. Reduced -429,934-429.9k
Vestmark Advisory Solutions, Inc. Reduced -422,475-422.5k
US BANCORP \DE\ Reduced -385,952-386.0k

Biggest calls

Symmetry Investments LP Added $10.1m2.0m shares
DRW Securities, LLC New $2.5m496.1k shares
MILLENNIUM MANAGEMENT LLC Added $2.0m400.6k shares
JPMORGAN CHASE & CO Unchanged $1.2m252.4k shares
GROUP ONE TRADING LLC Added $817.9k162.6k shares
Walleye Trading LLC Reduced $816.4k162.3k shares
IMC-Chicago, LLC New $471.3k93.7k shares
SIMPLEX TRADING, LLC Reduced $414.5k82.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $381.3k75.8k shares
GOLDMAN SACHS GROUP INC New $310.9k61.8k shares

Biggest puts

LOGAN CAPITAL MANAGEMENT INC New $6.1m1.2m shares
Optiver Holding B.V. Added $1.3m251.5k shares
JANE STREET GROUP, LLC Added $354.6k70.5k shares
CITADEL ADVISORS LLC Added $319.4k63.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $302.3k60.1k shares
GROUP ONE TRADING LLC Added $282.2k56.1k shares
Walleye Trading LLC Added $251.5k50.0k shares
SIMPLEX TRADING, LLC Added $193.7k38.5k shares
IMC-Chicago, LLC New $69.4k13.8k shares
Walleye Capital LLC New $1.5k300 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 Q1 2026

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 Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 0.26% of their portfolio PLANO, TX 153,508,612153.5m $772.1m $772.1m 0.26% Added +2.2m +2,249,630
2 Mondrian Investment Partners LTD 3.90% of their portfolio LONDON, X0 51,869,58051.9m $260.9m $260.9m 3.90% Reduced -4.1m -4,116,862
3 FMR LLC 0.01% of their portfolio BOSTON, MA 48,519,26048.5m $244.1m $244.1m 0.01% Added +4.9m +4,906,388
4 WCM INVESTMENT MANAGEMENT, LLC 0.29% of their portfolio LAGUNA BEACH, CA 26,548,23426.5m $128.2m $128.2m 0.29% New
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 25,369,79325.4m $127.6m $127.6m 0.01% Added +1.7m +1,684,249
6 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 25,200,74225.2m $126.8m $126.8m 0.02% Added +548.4k +548,442
7 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 24,906,66724.9m $120.3m $120.3m 0.01% Added +23.3m +23,279,135
8 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 23,658,53823.7m $119.0m $119.0m 0.02% Added +9.2m +9,163,571
9 CIBC Bancorp USA Inc. 0.11% of their portfolio CHICAGO, IL 15,495,16515.5m $78.0m $78.0m 0.11% First filing
10 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 12,830,33712.8m $64.5m $64.5m 0.01% Reduced -183.0k -183,019
11 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 12,213,00712.2m $61.4m $61.4m 0.02% Added +4.7m +4,729,736
12 JANE STREET GROUP, LLC 0.06% of their portfolio NEW YORK, NY 11,868,59011.9m $59.7m $59.7m 0.06% Added +9.5m +9,488,139
13 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 11,513,74211.5m $57.9m $57.9m 0.03% Added +2.4m +2,419,753
14 BlackRock, Inc. 0.00% of their portfolio New York, NY 10,383,76510.4m $52.2m $52.2m 0.00% Reduced -231.9k -231,886
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 7,782,7127.8m $39.1m $39.1m 0.00% Reduced -1.3m -1,257,041
16 First Eagle Investment Management, LLC 0.06% of their portfolio NEW YORK, NY 7,404,1537.4m $37.2m $37.2m 0.06% Added +433.1k +433,052
17 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio BOSTON, MA 6,871,5006.9m $34.6m $34.6m 0.02% Reduced -9.5m -9,452,208
18 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 6,374,6376.4m $32.1m $32.1m 0.02% Added +2.8m +2,797,559
19 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 4,885,9054.9m $24.6m $24.6m 0.03% New
20 Crossmark Global Holdings, Inc. 0.36% of their portfolio HOUSTON, TX 4,853,3654.9m $24.4m $24.4m 0.36% Reduced -72.8k -72,809
21 Point72 Asset Management, L.P. 0.03% of their portfolio STAMFORD, CT 3,978,5574.0m $20.0m $20.0m 0.03% Added +1.0m +1,037,064
22 ASSETMARK, INC 0.04% of their portfolio CONCORD, CA 3,849,9933.8m $19.4m $19.4m 0.04% Added +433.8k +433,849
23 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,750,3363.8m $18.9m $18.9m 0.00% Reduced -61.1k -61,070
24 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio JUPITER, FL 3,441,0443.4m $17.3m $17.3m 0.07% New
25 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.08% of their portfolio Stamford, CT 3,190,5313.2m $16.0m $16.0m 0.08% Added +135.2k +135,158
26 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 3,113,4643.1m $15.7m $15.7m 0.04% Added +3.0m +2,989,604
27 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 2,996,5653.0m $15.1m $15.1m 0.01% Added +586.9k +586,885
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 2,763,5672.8m $13.9m $13.9m 0.00% Added +395.2k +395,240
29 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 2,528,1802.5m $12.7m $12.7m 0.02% Added +2.0m +2,008,380
30 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 2,527,8342.5m $12.7m $12.7m 0.02% Added +1.3m +1,257,550
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 2,505,9562.5m $12.6m $12.6m 0.00% Added +225.7k +225,706
32 Optiver Holding B.V. 0.47% of their portfolio AMSTERDAM, P7 2,486,6452.5m $12.5m $12.5m 0.47% New
33 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 2,236,6722.2m $11.3m $11.3m 0.02% Added +1.7m +1,721,260
34 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 2,221,8792.2m $11.2m $11.2m 0.02% Reduced -204.6k -204,585
35 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 2,180,6762.2m $11.0m $11.0m 0.00% Added +88.7k +88,664
36 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 2,017,8432.0m $10.1m $10.1m 0.01% Reduced -39.4k -39,424
37 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 1,970,6592.0m $9.9m $9.9m 0.01% Added +172.6k +172,594
38 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 1,760,6261.8m $9.2m $9.2m 0.03% Added +1.7m +1,745,856
39 QRG CAPITAL MANAGEMENT, INC. 0.08% of their portfolio BERWYN, PA 1,546,0481.5m $7.8m $7.8m 0.08% Added +124.5k +124,472
40 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 1,498,9201.5m $7.5m $7.5m 0.01% Added +6.3k +6,314
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,494,0431.5m $7.5m $7.5m 0.00% Added +473.0k +472,955
42 Ethic Inc. 0.12% of their portfolio NEW YORK, NY 1,478,6291.5m $7.4m $7.4m 0.12% Added +5.5k +5,549
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,202,8231.2m $6.0m $6.0m 0.00% Added +128.8k +128,775
44 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 1,189,8411.2m $6.0m $6.0m 0.01% Added +536.5k +536,478
45 Beck Bode, LLC 0.96% of their portfolio DEDHAM, MA 1,124,4561.1m $5.7m $5.7m 0.96% Reduced -74.4k -74,390
46 Mariner, LLC 0.01% of their portfolio Overland Park, KS 1,103,9171.1m $5.5m $5.5m 0.01% Added +120.5k +120,458
47 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 1,095,3141.1m $5.5m $5.5m 0.01% Added +76.3k +76,321
48 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 1,086,2211.1m $5.5m $5.5m 0.01% Added +96.4k +96,429
49 Trexquant Investment LP 0.04% of their portfolio STAMFORD, CT 1,081,7251.1m $5.4m $5.4m 0.04% New
50 RITHOLTZ WEALTH MANAGEMENT 0.09% of their portfolio NEW YORK, NY 1,048,1261.0m $5.3m $5.3m 0.09% Added +52.9k +52,906
51 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 1,010,7551.0m $5.1m $5.1m 0.01% Reduced -239.6k -239,626
52 EAGLE GLOBAL ADVISORS LLC 0.18% of their portfolio Houston, TX 1,005,0001.0m $5.1m $5.1m 0.18% Added +25.0k +25,000
53 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 995,332995.3k $5.0m $5.0m 0.02% Added +439.6k +439,638
54 Gradient Investments LLC 0.08% of their portfolio ARDEN HILLS, MN 980,602980.6k $4.9m $4.9m 0.08% New
55 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 953,414953.4k $4.8m $4.8m 0.00% Reduced -692.6k -692,552
56 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 949,937949.9k $4.8m $4.8m 0.01% Added +186.1k +186,127
57 Symmetry Investments LP 1.11% of their portfolio ST HELIER, Y9 911,500911.5k $4.6m $4.6m 1.11% Added +765.7k +765,700
58 Integrated Quantitative Investments LLC 0.83% of their portfolio BELLEVUE, WA 904,608904.6k $4.6m $4.6m 0.83% New
59 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 877,782877.8k $4.4m $4.4m 0.01% Reduced -43.9k -43,921
60 Vanguard Personalized Indexing Management, LLC 0.04% of their portfolio OAKLAND, CA 762,631762.6k $3.8m $3.8m 0.04% Reduced -88.8k -88,753
61 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 748,752748.8k $3.8m $3.8m 0.01% New
62 CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio PARIS, I0 734,521734.5k $3.7m $3.7m 0.03% Added +598.6k +598,602
63 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 701,556701.6k $3.5m $3.5m 0.00% Added +1.2k +1,224
64 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 688,345688.3k $3.5m $3.5m 0.00% Added +36.3k +36,330
65 Henry James International Management Inc. 1.24% of their portfolio NEW YORK, NY 680,994681.0k $3.4m $3.4m 1.24% Reduced -429.9k -429,934
66 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 636,030636.0k $3.2m $3.2m 0.00% New
67 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 627,564627.6k $3.2m $3.2m 0.00% Added +65.6k +65,640
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 603,690603.7k $3.0m $3.0m 0.00% Added +106.6k +106,551
69 Brooklyn Investment Group 0.09% of their portfolio NEW YORK, NY 602,194602.2k $3.0m $3.0m 0.09% Added +148.2k +148,173
70 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 566,451566.5k $2.8m $2.8m 0.03% Reduced -53.8k -53,788
71 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 561,917561.9k $2.8m $2.8m 0.00% Added +164.5k +164,452
72 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 560,832560.8k $2.8m $2.8m 0.00% Reduced -1.3m -1,318,458
73 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 522,518522.5k $2.6m $2.6m 0.00% Reduced -386.0k -385,952
74 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 517,679517.7k $2.5m $2.5m 0.00% Added +443.6k +443,636
75 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 512,729512.7k $2.6m $2.6m 0.00% Reduced -14.0k -14,010
76 Compound Planning, Inc. 0.08% of their portfolio NEW YORK, NY 504,501504.5k $2.5m $2.5m 0.08% Added +5.8k +5,810
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 482,149482.1k $2.4m $2.4m 0.00% Added +199.7k +199,701
78 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 477,622477.6k $2.4m $2.4m 0.00% Added +451.8k +451,810
79 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 475,389475.4k $2.4m $2.4m 0.01% Added +390.2k +390,182
80 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 452,854452.9k $2.3m $2.3m 0.02% Added +53.5k +53,546
81 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 431,405431.4k $2.2m $2.2m 0.00% Added +270.6k +270,570
82 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 422,219422.2k $2.1m $2.1m 0.00% Reduced -257.2k -257,222
83 JCIC Asset Management Inc. 0.64% of their portfolio Toronto, A6 416,850416.9k $2.1m $2.1m 0.64% New
84 BTC Capital Management, Inc. 0.14% of their portfolio DES MOINES, IA 414,883414.9k $2.1m $2.1m 0.14% Added +66.8k +66,765
85 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 412,100412.1k $2.1m $2.1m 0.00% New
86 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 409,053409.1k $2.1m $2.1m 0.02% Reduced -75.0k -74,983
87 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 0.08% of their portfolio BETHESDA, MD 408,270408.3k $2.1m $2.1m 0.08% Added +20.1k +20,100
88 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 402,173402.2k $2.0m $2.0m 0.00% Added +71.8k +71,803
89 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 394,750394.8k $2.0m $2.0m 0.02% Reduced -422.5k -422,475
90 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 394,028394.0k $2.0m $2.0m 0.00% Added +98.5k +98,530
91 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 390,154390.2k $2.0m $2.0m 0.02% Added +64.3k +64,258
92 Patriot Financial Group Insurance Agency, LLC 0.11% of their portfolio Westborough, MA 390,092390.1k $2.0m $2.0m 0.11% Added +209.8k +209,846
93 Caprock Group, LLC 0.05% of their portfolio BOISE, ID 388,654388.7k $2.0m $2.0m 0.05% Reduced -25.5k -25,534
94 HF Advisory Group, LLC 0.67% of their portfolio Annapolis, MD 388,376388.4k $2.0m $2.0m 0.67% Reduced -32.8k -32,840
95 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 384,009384.0k $1.9m $1.9m 0.00% Added +357.8k +357,806
96 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 382,889382.9k $1.9m $1.9m 0.00% Added +270.9k +270,910
97 EQUITABLE TRUST CO 0.09% of their portfolio NASHVILLE, TN 378,991379.0k $1.9m $1.9m 0.09% New
98 SIH Partners, LLLP 0.06% of their portfolio Wilmington, DE 376,246376.2k $1.9m $1.9m 0.06% New
99 Royal Palms Capital LLC 1.87% of their portfolio WHITEFISH, MT 375,661375.7k $1.9m $1.9m 1.87% Added +97.0k +97,000
100 Naviter Wealth, LLC 0.23% of their portfolio LITTLE ROCK, AR 367,861367.9k $1.9m $1.9m 0.23% Added +11.6k +11,639