Lloyds Banking Group plc (LYG) — Institutional Holders, Q2 2026 (page 4)
617 institutional investment managers reported a LYG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LYG 13F holders ranked 301–400 of 617
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | NewEdge Advisors#301 · 33,749 sh | 33,749 | $196.8K | <0.01% | New |
| 302 | OneAscent Investment Solutions#302 · 33,695 sh | 33,695 | $196.4K | 0.19% | New |
| 303 | Venturi Wealth Management#303 · 33,090 sh | 33,090 | $192.9K | <0.01% | +8.3% |
| 304 | Savvy Advisors#304 · 33,024 sh | 33,024 | $192.5K | <0.01% | +5.4% |
| 305 | FIFTH THIRD BANCORP#305 · 32,573 sh | 32,573 | $189.9K | <0.01% | +0.7% |
| 306 | Summit Financial#306 · 32,535 sh | 32,535 | $189.7K | <0.01% | +3.3% |
| 307 | Optas#307 · 32,412 sh | 32,412 | $189.0K | 0.03% | 0.0% |
| 308 | Granite Group Advisors#308 · 32,018 sh | 32,018 | $186.7K | — | 0.0% |
| 309 | Pure Financial Advisors#309 · 31,645 sh | 31,645 | $184.5K | <0.01% | +55.9% |
| 310 | Platform Technology Partners#310 · 31,345 sh | 31,345 | $182.7K | 0.03% | -6.4% |
| 311 | HSBC PLC#311 · 31,168 sh | 31,168 | $181.7K | <0.01% | +14.0% |
| 312 | EP Wealth Advisors#312 · 30,696 sh | 30,696 | $179.0K | <0.01% | +22.3% |
| 313 | Permanens Capital L.P.#313 · 29,174 sh | 29,174 | $170.1K | 0.02% | New |
| 314 | Wedmont Private Capital#314 · 27,983 sh | 27,983 | $167.9K | — | -16.2% |
| 315 | Jump Financial#315 · 28,622 sh | 28,622 | $166.9K | <0.01% | New |
| 316 | STONEHAVEN WEALTH & TAX SOLUTIONS#316 · 28,491 sh | 28,491 | $166.1K | — | +11.7% |
| 317 | SPWM Advisors#317 · 27,251 sh | 27,251 | $162.4K | 0.15% | -13.4% |
| 318 | Keel Point#318 · 27,820 sh | 27,820 | $162.2K | <0.01% | +1.3% |
| 319 | Prospera Financial Services#319 · 27,768 sh | 27,768 | $161.9K | <0.01% | -84.3% |
| 320 | GUGGENHEIM CAPITAL#320 · 27,680 sh | 27,680 | $161.4K | <0.01% | -0.6% |
| 321 | Basecamp Wealth Advisors#321 · 27,074 sh | 27,074 | $157.8K | 0.03% | 0.0% |
| 322 | OPPENHEIMER#322 · 26,997 sh | 26,997 | $157.4K | — | +9.9% |
| 323 | Arkadios Wealth Advisors#323 · 26,958 sh | 26,958 | $157.2K | <0.01% | +43.7% |
| 324 | Stronghold Wealth Management L.L.C.#324 · 26,618 sh | 26,618 | $155.2K | — | -0.6% |
| 325 | Traveka Wealth#325 · 26,401 sh | 26,401 | $153.9K | — | 0.0% |
| 326 | Ariadne Wealth Management#326 · 26,381 sh | 26,381 | $153.8K | 0.07% | 0.0% |
| 327 | Meriwether Wealth & Planning#327 · 26,246 sh | 26,246 | $153.0K | — | 0.0% |
| 328 | Lifeworks Advisors#328 · 26,226 sh | 26,226 | $152.9K | 0.02% | +5.5% |
| 329 | BROWN BROTHERS HARRIMAN#329 · 26,145 sh | 26,145 | $152.4K | <0.01% | +59.3% |
| 330 | Nelson, Van Denburg & Campbell Wealth Management Group#330 · 26,128 sh | 26,128 | $152.3K | — | +78.1% |
| 331 | Private Advisor Group#331 · 25,967 sh | 25,967 | $151.4K | <0.01% | -90.0% |
| 332 | New Republic Capital#332 · 25,826 sh | 25,826 | $150.6K | 0.03% | +1.0% |
| 333 | Integrity Financial#333 · 25,696 sh | 25,696 | $149.8K | 0.07% | 0.0% |
| 334 | ADVISORS MANAGEMENT GROUP#334 · 25,691 sh | 25,691 | $149.0K | 0.02% | 0.0% |
| 335 | ProVise Management Group#335 · 25,411 sh | 25,411 | $148.1K | <0.01% | +0.5% |
| 336 | V-Square Quantitative Management#336 · 25,152 sh | 25,152 | $146.6K | — | +11.6% |
| 337 | Pallas Capital Advisors#337 · 24,992 sh | 24,992 | $145.7K | <0.01% | New |
| 338 | Cardinal Point Capital Management, ULC#338 · 24,987 sh | 24,987 | $145.7K | — | New |
| 339 | Retirement Planning of New England#339 · 24,880 sh | 24,880 | $145.1K | — | -1.3% |
| 340 | Crumly & Associates#340 · 24,754 sh | 24,754 | $144.3K | — | -2.6% |
| 341 | TOWNSQUARE CAPITAL#341 · 24,624 sh | 24,624 | $143.6K | 0.03% | +5.1% |
| 342 | TORONTO DOMINION BANK#342 · 24,605 sh | 24,605 | $143.0K | <0.01% | -25.6% |
| 343 | KEYNOTE FINANCIAL SERVICES#343 · 24,400 sh | 24,400 | $142.3K | 0.07% | 0.0% |
| 344 | American#344 · 24,310 sh | 24,310 | $141.7K | 0.01% | -5.9% |
| 345 | Paladin Wealth#345 · 23,982 sh | 23,982 | $139.8K | — | +16.3% |
| 346 | SYM FINANCIAL#346 · 23,958 sh | 23,958 | $139.7K | — | +42.7% |
| 347 | Sanibel Captiva Company#347 · 23,797 sh | 23,797 | $138.7K | <0.01% | -10.1% |
| 348 | Dynamic Technology Lab Private Ltd#348 · 23,718 sh | 23,718 | $138.0K | 0.03% | New |
| 349 | PFG Advisors#349 · 23,670 sh | 23,670 | $138.0K | — | -0.4% |
| 350 | Livet Wealth#350 · 23,419 sh | 23,419 | $136.5K | — | -6.1% |
| 351 | CFO4Life Group#351 · 23,313 sh | 23,313 | $135.9K | 0.02% | +2.1% |
| 352 | CPA Asset Management#352 · 23,185 sh | 23,185 | $135.2K | — | 0.0% |
| 353 | Choate Investment Advisors#353 · 23,163 sh | 23,163 | $135.0K | <0.01% | 0.0% |
| 354 | BALDWIN WEALTH PARTNERS#354 · 22,970 sh | 22,970 | $133.9K | — | -4.6% |
| 355 | Flatrock Wealth Partners#355 · 22,399 sh | 22,399 | $130.6K | 0.05% | -8.4% |
| 356 | Ausdal Financial Partners#356 · 22,233 sh | 22,233 | $129.6K | <0.01% | -37.4% |
| 357 | R Squared Ltd#357 · 22,156 sh | 22,156 | $129.2K | 0.07% | New |
| 358 | Diversify Advisory Services#358 · 21,049 sh | 21,049 | $129.0K | — | New |
| 359 | DIVERSIFY WEALTH MANAGEMENT#359 · 21,049 sh | 21,049 | $129.0K | — | New |
| 360 | 55 North Private Wealth#360 · 22,007 sh | 22,007 | $128.3K | — | -11.3% |
| 361 | FIRST HORIZON NATIONAL#361 · 21,642 sh | 21,642 | $126.2K | — | -43.7% |
| 362 | Curated Wealth Partners#362 · 21,353 sh | 21,353 | $124.5K | — | 0.0% |
| 363 | Virtue Capital Management#363 · 21,289 sh | 21,289 | $124.1K | 0.02% | -7.3% |
| 364 | Brio Consultants#364 · 21,157 sh | 21,157 | $123.3K | 0.01% | +13.5% |
| 365 | Impact Capital Partners#365 · 21,142 sh | 21,142 | $123.3K | — | +4.6% |
| 366 | Breakwater Capital Group#366 · 21,006 sh | 21,006 | $122.5K | — | 0.0% |
| 367 | D'Orazio & Associates#367 · 20,846 sh | 20,846 | $121.5K | 0.01% | -1.6% |
| 368 | SCOTIA CAPITAL#368 · 20,683 sh | 20,683 | $120.6K | <0.01% | -0.7% |
| 369 | MISSION WEALTH MANAGEMENT#369 · 20,584 sh | 20,584 | $120.0K | — | New |
| 370 | SILVER OAK SECURITIES#370 · 20,276 sh | 20,276 | $118.2K | <0.01% | +9.7% |
| 371 | Beacon Pointe Advisors#371 · 20,253 sh | 20,253 | $118.1K | <0.01% | -73.2% |
| 372 | Unique Wealth Strategies#372 · 20,097 sh | 20,097 | $117.2K | — | -0.9% |
| 373 | Aptus Capital Advisors#373 · 19,959 sh | 19,959 | $116.4K | <0.01% | +12.3% |
| 374 | Centurion Wealth Management#374 · 19,892 sh | 19,892 | $116.0K | — | -7.7% |
| 375 | Berger Financial Group#375 · 19,821 sh | 19,821 | $115.6K | <0.01% | +1.4% |
| 376 | WEALTH ALLIANCE#376 · 19,483 sh | 19,483 | $113.6K | <0.01% | -2.9% |
| 377 | Iron Gate Global Advisors#377 · 19,336 sh | 19,336 | $112.7K | 0.01% | 0.0% |
| 378 | Bruce G. Allen Investments#378 · 19,264 sh | 19,264 | $112.3K | 0.07% | -0.4% |
| 379 | ROTHSCHILD INVESTMENT#379 · 19,190 sh | 19,190 | $111.9K | <0.01% | +16.4% |
| 380 | Brentview Investment Management#380 · 19,108 sh | 19,108 | $111.4K | 0.04% | -28.5% |
| 381 | SteelPeak Wealth#381 · 18,859 sh | 18,859 | $109.9K | — | +2.4% |
| 382 | THRIVENT FINANCIAL FOR LUTHERANS#382 · 18,733 sh | 18,733 | $109.0K | <0.01% | +1.0% |
| 383 | AlphaCore Capital#383 · 18,405 sh | 18,405 | $107.3K | <0.01% | New |
| 384 | FIDUCIARY FINANCIAL GROUP#384 · 18,028 sh | 18,028 | $105.1K | — | +11.7% |
| 385 | LAZARI CAPITAL MANAGEMENT#385 · 17,949 sh | 17,949 | $104.6K | — | 0.0% |
| 386 | XXI WEALTH#386 · 17,538 sh | 17,538 | $102.2K | — | +52.9% |
| 387 | WEDBUSH SECURITIES#387 · 17,241 sh | 17,241 | $101.0K | — | -2.7% |
| 388 | Baron Wealth Management#388 · 17,301 sh | 17,301 | $100.9K | 0.03% | +63.6% |
| 389 | Crestwood Advisors Group#389 · 17,283 sh | 17,283 | $100.8K | <0.01% | +18.0% |
| 390 | SEVEN MILE ADVISORY#390 · 17,218 sh | 17,218 | $100.4K | — | +1.4% |
| 391 | Stonebrook Private#391 · 16,876 sh | 16,876 | $98.4K | 0.02% | +33.4% |
| 392 | Providence First#392 · 16,770 sh | 16,770 | $97.8K | 0.03% | New |
| 393 | Capital Asset Advisory Services#393 · 16,336 sh | 16,336 | $95.2K | <0.01% | +2.7% |
| 394 | RMR Wealth Builders#394 · 16,258 sh | 16,258 | $94.8K | — | +1.2% |
| 395 | Caitong International Asset Management , Ltd#395 · 16,197 sh | 16,197 | $94.4K | 0.01% | New |
| 396 | Intergy Private Wealth#396 · 16,165 sh | 16,165 | $94.2K | — | +0.2% |
| 397 | Facet Wealth#397 · 16,021 sh | 16,021 | $93.4K | <0.01% | New |
| 398 | VestGen Advisors#398 · 15,920 sh | 15,920 | $92.8K | <0.01% | +51.3% |
| 399 | Gateway Wealth Partners#399 · 15,785 sh | 15,785 | $92.0K | <0.01% | -52.5% |
| 400 | PEAPACK GLADSTONE FINANCIAL#400 · 15,606 sh | 15,606 | $91.0K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.