Lloyds Banking Group plc (LYG) — Institutional Holders, Q2 2026 (page 7)
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 601 to 617. 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 601–617 of 617
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Asset Dedication#601 · 164 sh | 164 | $957.00 | <0.01% | New |
| 602 | Arlington#602 · 140 sh | 140 | $816.00 | — | 0.0% |
| 603 | Stone House Investment Management#603 · 133 sh | 133 | $775.00 | — | +29.1% |
| 604 | Mosley Wealth Management#604 · 131 sh | 131 | $764.00 | — | New |
| 605 | Monetary Solutions, Ltd#605 · 125 sh | 125 | $729.00 | — | New |
| 606 | Trust Co#606 · 107 sh | 107 | $624.00 | — | 0.0% |
| 607 | Godfrey Financial Associates#607 · 95 sh | 95 | $554.00 | <0.01% | 0.0% |
| 608 | Decker Retirement Planning#608 · 93 sh | 93 | $545.00 | — | New |
| 609 | Cassaday & Wealth Management#609 · 93 sh | 93 | $543.00 | — | 0.0% |
| 610 | GHP Investment Advisors#610 · 89 sh | 89 | $519.00 | — | 0.0% |
| 611 | Versant Capital Management#611 · 54 sh | 54 | $315.00 | — | New |
| 612 | CARY STREET PARTNERS FINANCIAL#612 · 42 sh | 42 | $245.00 | 0.00% | New |
| 613 | Institute for Wealth Management#613 · 26 sh | 26 | $151.00 | 0.00% | New |
| 614 | Financial Gravity Companies, (FGCO)#614 · 7 sh | 7 | $41.00 | 0.00% | — |
| 615 | NOMURA ASSET MANAGEMENT LTD#615 · 0 sh | 0 | $0.00 | 0.00% | New |
| 616 | Elequin Securities#616 · 3,570 sh | 3,570 | — | — | New |
| 617 | Quantum Portfolio Management#617 · 59,407 sh | 59,407 | — | — | -4.6% |
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.