Lloyds Banking Group plc (LYG) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 617
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | SBI Securities , Ltd.#401 · 15,599 sh | 15,599 | $90.9K | — | -2.0% |
| 402 | Aureus Asset Management#402 · 15,552 sh | 15,552 | $90.7K | <0.01% | -3.9% |
| 403 | J.W. COLE ADVISORS#403 · 15,442 sh | 15,442 | $90.0K | <0.01% | New |
| 404 | Resonant Capital Advisors#404 · 15,323 sh | 15,323 | $89.3K | — | +1.3% |
| 405 | Baird Financial Group#405 · 15,316 sh | 15,316 | $89.3K | <0.01% | -11.7% |
| 406 | Sentinus#406 · 15,306 sh | 15,306 | $89.2K | <0.01% | +17.1% |
| 407 | Federation des caisses Desjardins du Quebec#407 · 15,269 sh | 15,269 | $89.0K | <0.01% | -12.6% |
| 408 | Parkside Financial Bank#408 · 15,172 sh | 15,172 | $88.5K | — | +100.4% |
| 409 | August Group Capital Ltd#409 · 15,158 sh | 15,158 | $88.4K | — | +5.1% |
| 410 | Rehmann Capital Advisory Group#410 · 15,099 sh | 15,099 | $88.0K | <0.01% | +8.5% |
| 411 | Cloud Capital Management#411 · 14,988 sh | 14,988 | $87.0K | 0.03% | +2.6% |
| 412 | BLVD Private Wealth#412 · 14,879 sh | 14,879 | $86.7K | — | New |
| 413 | First Command Advisory Services#413 · 14,837 sh | 14,837 | $86.5K | <0.01% | +3964.9% |
| 414 | Waverly Advisors#414 · 14,833 sh | 14,833 | $86.5K | <0.01% | +19.4% |
| 415 | Olde Wealth Management#415 · 14,840 sh | 14,840 | $86.0K | 0.02% | 0.0% |
| 416 | Robertson Stephens Wealth Management#416 · 14,735 sh | 14,735 | $85.9K | — | +3.2% |
| 417 | AE Wealth Management#417 · 14,641 sh | 14,641 | $85.4K | <0.01% | New |
| 418 | PARK NATIONAL#418 · 14,623 sh | 14,623 | $85.3K | — | -18.2% |
| 419 | Hilton Head Capital Partners#419 · 14,521 sh | 14,521 | $84.7K | — | -72.4% |
| 420 | MOODY NATIONAL BANK DIVISION#420 · 14,405 sh | 14,405 | $84.0K | — | 0.0% |
| 421 | CERTUITY#421 · 14,287 sh | 14,287 | $83.3K | <0.01% | 0.0% |
| 422 | Dynamic Advisor Solutions#422 · 14,256 sh | 14,256 | $83.1K | — | +36.8% |
| 423 | Opal Wealth Advisors#423 · 14,139 sh | 14,139 | $82.4K | — | -2.8% |
| 424 | ASPIRIANT#424 · 14,070 sh | 14,070 | $82.0K | — | New |
| 425 | ZACKS INVESTMENT MANAGEMENT#425 · 14,027 sh | 14,027 | $81.8K | <0.01% | +4.8% |
| 426 | HBK Sorce Advisory#426 · 13,054 sh | 13,054 | $81.6K | <0.01% | +3.3% |
| 427 | RFG Advisory#427 · 13,981 sh | 13,981 | $81.5K | <0.01% | New |
| 428 | Octavia Wealth Advisors#428 · 13,973 sh | 13,973 | $81.5K | <0.01% | -3.5% |
| 429 | SVB WEALTH#429 · 13,964 sh | 13,964 | $81.4K | <0.01% | +5.8% |
| 430 | Atlas Legacy Advisors#430 · 14,074 sh | 14,074 | $81.0K | 0.01% | New |
| 431 | Impact Investors#431 · 13,770 sh | 13,770 | $80.3K | 0.06% | New |
| 432 | ACADIAN ASSET MANAGEMENT#432 · 13,792 sh | 13,792 | $80.0K | <0.01% | -87.5% |
| 433 | INSIGNEO ADVISORY SERVICES#433 · 13,716 sh | 13,716 | $80.0K | <0.01% | -9.8% |
| 434 | HARBOUR INVESTMENTS#434 · 13,706 sh | 13,706 | $79.9K | <0.01% | +3.8% |
| 435 | Evergreen Wealth Solutions#435 · 12,821 sh | 12,821 | $79.5K | <0.01% | -6.2% |
| 436 | Legacy Wealth Advisors#436 · 13,569 sh | 13,569 | $79.1K | 0.03% | New |
| 437 | James Hambro & Partners LLP#437 · 13,473 sh | 13,473 | $78.6K | — | 0.0% |
| 438 | GREENLEAF#438 · 13,447 sh | 13,447 | $78.4K | <0.01% | +24.2% |
| 439 | Clark Capital Management Group#439 · 13,356 sh | 13,356 | $77.9K | <0.01% | -8.5% |
| 440 | Vann Equity Management#440 · 13,290 sh | 13,290 | $77.5K | — | +2.3% |
| 441 | Klingman & Associates#441 · 13,281 sh | 13,281 | $77.4K | — | +17.2% |
| 442 | Sowell Financial Services#442 · 13,278 sh | 13,278 | $77.4K | — | +5.4% |
| 443 | Great Diamond Partners#443 · 13,041 sh | 13,041 | $76.0K | — | 0.0% |
| 444 | BANK HAPOALIM BM#444 · 13,000 sh | 13,000 | $76.0K | <0.01% | 0.0% |
| 445 | Morningstar Investment Management#445 · 15,050 sh | 15,050 | $75.7K | <0.01% | 0.0% |
| 446 | Investment Research Partners#446 · 12,961 sh | 12,961 | $75.6K | — | New |
| 447 | Avail Investment Partners#447 · 12,961 sh | 12,961 | $75.6K | — | New |
| 448 | Avidian Wealth Solutions#448 · 12,960 sh | 12,960 | $75.6K | — | New |
| 449 | Modern Wealth Management#449 · 12,927 sh | 12,927 | $75.4K | <0.01% | New |
| 450 | Legacy Advisors#450 · 12,874 sh | 12,874 | $75.1K | — | New |
| 451 | PFG Investments#451 · 12,603 sh | 12,603 | $73.5K | <0.01% | +2.4% |
| 452 | Root Financial Partners#452 · 12,518 sh | 12,518 | $73.0K | — | -4.9% |
| 453 | First Pacific Financial#453 · 12,451 sh | 12,451 | $72.6K | — | +2.4% |
| 454 | NICOLET BANKSHARES#454 · 11,759 sh | 11,759 | $72.6K | <0.01% | 0.0% |
| 455 | Foster Group#455 · 12,376 sh | 12,376 | $72.2K | — | 0.0% |
| 456 | SageView Advisory Group#456 · 12,144 sh | 12,144 | $70.8K | <0.01% | +1.6% |
| 457 | Aletheian Wealth Advisors#457 · 12,114 sh | 12,114 | $70.6K | — | New |
| 458 | Diversified Enterprises#458 · 11,992 sh | 11,992 | $69.9K | — | -2.6% |
| 459 | B. Riley Wealth Advisors#459 · 12,135 sh | 12,135 | $69.8K | — | New |
| 460 | Quotient Wealth Partners#460 · 11,793 sh | 11,793 | $68.8K | <0.01% | New |
| 461 | Everhart Financial Group#461 · 11,499 sh | 11,499 | $67.0K | — | +3.9% |
| 462 | GC Wealth Management RIA#462 · 11,220 sh | 11,220 | $65.4K | <0.01% | New |
| 463 | Epoch Investment Partners#463 · 11,168 sh | 11,168 | $65.1K | <0.01% | -54.8% |
| 464 | Viaable#464 · 11,002 sh | 11,002 | $64.9K | 0.05% | — |
| 465 | Gotham Asset Management#465 · 11,118 sh | 11,118 | $64.8K | <0.01% | 0.0% |
| 466 | Salomon & Ludwin#466 · 10,922 sh | 10,922 | $64.4K | <0.01% | -21.3% |
| 467 | OpenArc Corporate Advisory#467 · 10,956 sh | 10,956 | $63.9K | — | +7.0% |
| 468 | Advisor OS#468 · 10,953 sh | 10,953 | $63.9K | <0.01% | -15.6% |
| 469 | Cypress Capital Group#469 · 10,930 sh | 10,930 | $63.7K | <0.01% | New |
| 470 | Holistic Financial Partners#470 · 10,874 sh | 10,874 | $63.4K | 0.04% | 0.0% |
| 471 | Triad Wealth Partners#471 · 10,097 sh | 10,097 | $63.2K | — | New |
| 472 | Owl Creek Wealth Partners#472 · 10,807 sh | 10,807 | $63.0K | — | 0.0% |
| 473 | Uniting Wealth Partners#473 · 10,759 sh | 10,759 | $62.7K | 0.01% | New |
| 474 | CHERRYDALE WEALTH MANAGEMENT#474 · 10,694 sh | 10,694 | $62.3K | — | 0.0% |
| 475 | Halbert, Hargrove/Russell#475 · 10,663 sh | 10,663 | $62.2K | — | +5.6% |
| 476 | Hoxton Planning & Management#476 · 10,657 sh | 10,657 | $62.1K | — | 0.0% |
| 477 | SG Americas Securities#477 · 10,257 sh | 10,257 | $60.0K | 0.00% | -59.6% |
| 478 | CARY STREET PARTNERS INVESTMENT ADVISORY#478 · 10,282 sh | 10,282 | $59.9K | 0.01% | New |
| 479 | Koss-Olinger Consulting#479 · 10,227 sh | 10,227 | $59.6K | <0.01% | -95.5% |
| 480 | Hexagon Capital Partners#480 · 10,217 sh | 10,217 | $59.6K | <0.01% | New |
| 481 | Soltis Investment Advisors#481 · 10,189 sh | 10,189 | $59.4K | <0.01% | +1.1% |
| 482 | Elwood & Goetz Wealth Advisory Group#482 · 10,143 sh | 10,143 | $59.1K | <0.01% | New |
| 483 | Carter Financial Group#483 · 10,013 sh | 10,013 | $58.4K | — | -60.0% |
| 484 | ENTERPRISE FINANCIAL SERVICES#484 · 10,009 sh | 10,009 | $58.4K | 0.02% | 0.0% |
| 485 | Shepherd Financial Partners#485 · 10,000 sh | 10,000 | $58.3K | <0.01% | 0.0% |
| 486 | Beaird Harris Wealth Management#486 · 9,886 sh | 9,886 | $57.6K | <0.01% | 0.0% |
| 487 | True Wealth Design#487 · 9,478 sh | 9,478 | $55.3K | — | 0.0% |
| 488 | OF TOLEDO NA#488 · 9,415 sh | 9,415 | $54.9K | — | 0.0% |
| 489 | MATHER GROUP#489 · 8,512 sh | 8,512 | $49.6K | — | +44.3% |
| 490 | Manchester Capital Management#490 · 8,163 sh | 8,163 | $47.6K | — | 0.0% |
| 491 | James T. Borello RIA#491 · 7,221 sh | 7,221 | $42.1K | — | -5.2% |
| 492 | Concord Wealth Partners#492 · 7,176 sh | 7,176 | $41.8K | <0.01% | New |
| 493 | HM PAYSON#493 · 7,150 sh | 7,150 | $41.7K | <0.01% | 0.0% |
| 494 | SALEM INVESTMENT COUNSELORS#494 · 7,000 sh | 7,000 | $40.8K | — | 0.0% |
| 495 | Larson Financial Group#495 · 6,949 sh | 6,949 | $40.5K | <0.01% | +5.2% |
| 496 | Westside Investment Management#496 · 6,406 sh | 6,406 | $37.3K | <0.01% | 0.0% |
| 497 | SJS Investment Consulting#497 · 5,801 sh | 5,801 | $33.8K | — | +176.0% |
| 498 | Cornerstone Planning Group#498 · 5,203 sh | 5,203 | $31.9K | — | +1.3% |
| 499 | Addison Advisors#499 · 4,821 sh | 4,821 | $28.1K | 0.01% | -86.4% |
| 500 | PRIVATE NA#500 · 4,764 sh | 4,764 | $27.8K | — | -19.2% |
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.