Lloyds Banking Group plc (LYG) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 617
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | JFS WEALTH ADVISORS#501 · 4,209 sh | 4,209 | $24.5K | <0.01% | 0.0% |
| 502 | Fairscale Capital#502 · 3,976 sh | 3,976 | $23.2K | 0.01% | 0.0% |
| 503 | Acumen Wealth Advisors#503 · 3,883 sh | 3,883 | $22.6K | <0.01% | 0.0% |
| 504 | Silver Grove Financial Group#504 · 3,768 sh | 3,768 | $22.0K | 0.01% | New |
| 505 | ST GERMAIN D J#505 · 3,531 sh | 3,531 | $20.6K | <0.01% | New |
| 506 | WELLINGTON-ALTUS USA#506 · 4,018 sh | 4,018 | $20.2K | 0.01% | 0.0% |
| 507 | BROWN, LISLE/CUMMINGS#507 · 3,428 sh | 3,428 | $20.0K | — | 0.0% |
| 508 | SHP Wealth Management#508 · 3,382 sh | 3,382 | $19.7K | <0.01% | +0.1% |
| 509 | Bare Financial Services#509 · 3,134 sh | 3,134 | $18.3K | <0.01% | +105.8% |
| 510 | Princeton Global Asset Management#510 · 3,000 sh | 3,000 | $17.5K | — | 0.0% |
| 511 | Harbor Asset Planning#511 · 2,940 sh | 2,940 | $17.1K | — | 0.0% |
| 512 | UMB Bank, n.a.#512 · 2,804 sh | 2,804 | $16.3K | <0.01% | 0.0% |
| 513 | CREATIVE FINANCIAL DESIGNS#513 · 2,786 sh | 2,786 | $16.2K | <0.01% | 0.0% |
| 514 | Glen Eagle Advisors#514 · 2,681 sh | 2,681 | $15.6K | <0.01% | +27.7% |
| 515 | Essential Partners#515 · 2,579 sh | 2,579 | $15.0K | — | 0.0% |
| 516 | GW&K Investment Management#516 · 2,575 sh | 2,575 | $15.0K | <0.01% | 0.0% |
| 517 | RAFFA WEALTH MANAGEMENT#517 · 2,537 sh | 2,537 | $14.8K | <0.01% | +8.4% |
| 518 | Bell Investment Advisors#518 · 2,461 sh | 2,461 | $14.3K | <0.01% | +9.5% |
| 519 | Financial Network Wealth Advisors#519 · 2,196 sh | 2,196 | $12.8K | 0.01% | +196.0% |
| 520 | NISA INVESTMENT ADVISORS#520 · 2,047 sh | 2,047 | $11.9K | — | +47.1% |
| 521 | Planning Strategies#521 · 2,045 sh | 2,045 | $11.9K | — | — |
| 522 | JDM Financial Group#522 · 2,017 sh | 2,017 | $11.8K | <0.01% | 0.0% |
| 523 | Retirement Wealth Solutions#523 · 1,939 sh | 1,939 | $11.3K | — | +2.5% |
| 524 | Signature Equity Partners#524 · 1,770 sh | 1,770 | $10.3K | <0.01% | +19.2% |
| 525 | NBC SECURITIES#525 · 1,738 sh | 1,738 | $10.1K | — | -2.8% |
| 526 | FINANCIAL CONSULATE#526 · 1,606 sh | 1,606 | $9.4K | — | +115.9% |
| 527 | BOK Financial Private Wealth#527 · 1,597 sh | 1,597 | $9.3K | <0.01% | New |
| 528 | Cornerstone Financial Management#528 · 1,544 sh | 1,544 | $9.0K | <0.01% | +106.1% |
| 529 | PROFFITT & GOODSON#529 · 1,539 sh | 1,539 | $9.0K | <0.01% | 0.0% |
| 530 | HHM Wealth Advisors#530 · 1,498 sh | 1,498 | $8.7K | <0.01% | New |
| 531 | HUNTINGTON NATIONAL BANK#531 · 1,409 sh | 1,409 | $8.2K | 0.00% | -25.8% |
| 532 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#532 · 1,391 sh | 1,391 | $8.1K | <0.01% | -0.1% |
| 533 | Kilter Group#533 · 1,375 sh | 1,375 | $8.0K | <0.01% | +168.6% |
| 534 | AdvisorNet Financial#534 · 1,368 sh | 1,368 | $8.0K | — | 0.0% |
| 535 | HIGHLINE WEALTH PARTNERS#535 · 1,326 sh | 1,326 | $7.7K | — | -5.7% |
| 536 | New England Capital Financial Advisors#536 · 1,319 sh | 1,319 | $7.7K | <0.01% | 0.0% |
| 537 | Fortitude Family Office#537 · 1,279 sh | 1,279 | $7.5K | — | 0.0% |
| 538 | TrueNorth#538 · 1,242 sh | 1,242 | $7.2K | <0.01% | +53.3% |
| 539 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#539 · 1,239 sh | 1,239 | $7.2K | 0.00% | +7.2% |
| 540 | Wilmington Savings Fund Society, FSB#540 · 1,184 sh | 1,184 | $6.9K | — | 0.0% |
| 541 | Principia Wealth Advisory#541 · 1,158 sh | 1,158 | $6.8K | <0.01% | +27.8% |
| 542 | Turim 21 Investimentos Ltda.#542 · 1,064 sh | 1,064 | $6.2K | <0.01% | 0.0% |
| 543 | WealthCollab#543 · 1,046 sh | 1,046 | $6.1K | <0.01% | 0.0% |
| 544 | Transamerica Financial Advisors#544 · 1,012 sh | 1,012 | $5.9K | <0.01% | +165.6% |
| 545 | Hilltop National Bank#545 · 1,000 sh | 1,000 | $5.8K | — | 0.0% |
| 546 | Kozak & Associates#546 · 951 sh | 951 | $5.6K | <0.01% | 0.0% |
| 547 | CX Institutional#547 · 868 sh | 868 | $5.0K | — | +2.2% |
| 548 | Nova Wealth Management#548 · 826 sh | 826 | $4.8K | <0.01% | New |
| 549 | Nemes Rush Group#549 · 812 sh | 812 | $4.7K | <0.01% | 0.0% |
| 550 | HORIZON FINANCIAL SERVICES#550 · 810 sh | 810 | $4.7K | <0.01% | New |
| 551 | Spire Wealth Management#551 · 800 sh | 800 | $4.7K | <0.01% | 0.0% |
| 552 | JNBA Financial Advisors#552 · 773 sh | 773 | $4.5K | <0.01% | 0.0% |
| 553 | Independence Bank of Kentucky#553 · 773 sh | 773 | $4.5K | — | 0.0% |
| 554 | Ancora Advisors#554 · 765 sh | 765 | $4.5K | <0.01% | 0.0% |
| 555 | Rossby Financial, LCC#555 · 738 sh | 738 | $4.3K | <0.01% | +16.4% |
| 556 | Triumph Capital Management#556 · 733 sh | 733 | $4.3K | — | +113.7% |
| 557 | North Star Investment Management#557 · 731 sh | 731 | $4.3K | <0.01% | 0.0% |
| 558 | Financial Management Professionals#558 · 720 sh | 720 | $4.2K | — | +86.5% |
| 559 | Markowski Investments#559 · 717 sh | 717 | $4.2K | <0.01% | — |
| 560 | IFG Advisory#560 · 712 sh | 712 | $4.1K | <0.01% | New |
| 561 | Gleason Group#561 · 707 sh | 707 | $4.1K | — | New |
| 562 | American Capital Advisory#562 · 692 sh | 692 | $4.0K | <0.01% | +226.4% |
| 563 | Quent Capital#563 · 646 sh | 646 | $3.8K | <0.01% | New |
| 564 | Synergy Investment Management#564 · 629 sh | 629 | $3.7K | <0.01% | New |
| 565 | Allied Private Wealth#565 · 612 sh | 612 | $3.6K | <0.01% | — |
| 566 | Abound Wealth Management#566 · 610 sh | 610 | $3.6K | — | 0.0% |
| 567 | TOUNJIAN ADVISORY PARTNERS#567 · 595 sh | 595 | $3.5K | <0.01% | New |
| 568 | Plante Moran Financial Advisors#568 · 575 sh | 575 | $3.4K | <0.01% | New |
| 569 | TD Capital Management#569 · 563 sh | 563 | $3.3K | <0.01% | +2.4% |
| 570 | MOTCO#570 · 537 sh | 537 | $3.1K | <0.01% | New |
| 571 | Smithfield#571 · 497 sh | 497 | $3.0K | <0.01% | 0.0% |
| 572 | DecisionPoint Financial#572 · 500 sh | 500 | $3.0K | <0.01% | 0.0% |
| 573 | MV CAPITAL MANAGEMENT#573 · 494 sh | 494 | $2.9K | <0.01% | +13.0% |
| 574 | Whipplewood Advisors#574 · 490 sh | 490 | $2.9K | — | -74.8% |
| 575 | Keating Financial Advisory Services#575 · 454 sh | 454 | $2.6K | <0.01% | New |
| 576 | Physician Wealth Advisors#576 · 443 sh | 443 | $2.6K | — | -40.6% |
| 577 | Pinnacle Bancorp#577 · 438 sh | 438 | $2.6K | — | -81.3% |
| 578 | Burk#578 · 427 sh | 427 | $2.5K | <0.01% | 0.0% |
| 579 | CENTRAL#579 · 421 sh | 421 | $2.5K | 0.00% | +117.0% |
| 580 | WEST PACES ADVISORS#580 · 388 sh | 388 | $2.3K | — | New |
| 581 | JPL Wealth Management#581 · 377 sh | 377 | $2.2K | <0.01% | -20.5% |
| 582 | MidFirst Bank#582 · 322 sh | 322 | $1.9K | <0.01% | 0.0% |
| 583 | MPWM ADVISORY SOLUTIONS#583 · 310 sh | 310 | $1.8K | <0.01% | 0.0% |
| 584 | Grove Bank#584 · 307 sh | 307 | $1.8K | — | +40.2% |
| 585 | Bogart Wealth#585 · 281 sh | 281 | $1.6K | <0.01% | +97.9% |
| 586 | ACTION POINT FINANCIAL PLANNING#586 · 272 sh | 272 | $1.6K | <0.01% | New |
| 587 | Trifecta Capital Advisors#587 · 270 sh | 270 | $1.6K | — | New |
| 588 | Highland Investment Advisors#588 · 256 sh | 256 | $1.5K | <0.01% | — |
| 589 | CVA Family Office#589 · 255 sh | 255 | $1.5K | <0.01% | 0.0% |
| 590 | Elevated Capital Advisors#590 · 253 sh | 253 | $1.5K | <0.01% | 0.0% |
| 591 | Private Wealth Asset Management#591 · 253 sh | 253 | $1.5K | <0.01% | 0.0% |
| 592 | Caldwell#592 · 246 sh | 246 | $1.4K | <0.01% | New |
| 593 | LRI Investments#593 · 243 sh | 243 | $1.4K | <0.01% | New |
| 594 | Geneos Wealth Management#594 · 237 sh | 237 | $1.4K | 0.00% | 0.0% |
| 595 | Dogwood Wealth Management#595 · 237 sh | 237 | $1.4K | <0.01% | New |
| 596 | WPG Advisers#596 · 223 sh | 223 | $1.3K | <0.01% | 0.0% |
| 597 | Millstone Evans Group#597 · 207 sh | 207 | $1.2K | <0.01% | 0.0% |
| 598 | SOUTHERN MICHIGAN BANK &#598 · 186 sh | 186 | $1.1K | — | 0.0% |
| 599 | CoreCap Advisors#599 · 172 sh | 172 | $1.0K | — | New |
| 600 | Breakwater Investment Management#600 · 167 sh | 167 | $974.00 | — | 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.