DOSSIER · 13F Holders · Q1 2026Financial Services · Commercial Banks, NECBellwetherCompounder
LYG

LLOYDS BANKING GROUP PLC

606 institutions still hold LLOYDS BANKING GROUP PLC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 539439109·Commercial Banks, NEC·606 13F holders·last filed Mar 31, 2026
Market cap
9.1%
vs prior quarter
13F value held
$2.5B
60.0% inst. owned
of float
Holders
606
-45 QoQ
filers reporting
Activity
+17 / −101
+813 added · −806 reduced
this quarter
Concentration
30.62%
Fisher Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

606 institutions reported LYG in Q1 2026. Fisher Asset Management, LLC leads at 30.6% of the visible book. -45 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Fisher Asset Management, LLC
CIK 0000850529
$772M153.5M0.26%Q1 2026
02
Mondrian Investment Partners LTD
CIK 0001317724
$261M51.9M3.90%Q1 2026
03
FMR LLC
CIK 0000315066
$244M48.5M0.01%Q1 2026
04
WCM INVESTMENT MANAGEMENT, LLC
CIK 0001061186
$128M26.5M0.29%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$128M25.4M0.01%Q1 2026
06
GOLDMAN SACHS GROUP INC
CIK 0000886982
$127M25.3M0.01%Q1 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$120M24.9M0.01%Q1 2026
08
NORTHERN TRUST CORP
CIK 0000073124· Index
$119M23.7M0.02%Q1 2026
09
CIBC Private Wealth Group LLC
CIK 0001298088
$78M14.8M0.13%Q4 2025
10
CIBC Bancorp USA Inc.
CIK 0001711924
$78M15.5M0.10%Q1 2026
11
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$65M12.8M0.01%Q1 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$61M12.2M0.02%Q1 2026
13
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$60M12.0M0.01%Q1 2026
14
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$58M11.5M0.03%Q1 2026
15
BlackRock, Inc.
CIK 0002012383
$52M10.4M0.00%Q1 2026
16
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M7.8M0.00%Q1 2026
17
First Eagle Investment Management, LLC
CIK 0001325447
$37M7.4M0.06%Q1 2026
18
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$35M6.9M0.02%Q1 2026
19
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$34M6.8M0.01%Q1 2026
20
Crossmark Global Holdings, Inc.
CIK 0001539204
$24M4.9M0.36%Q1 2026
Page 1 of 31
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