Who Owns Lloyds Banking Group PLC
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Lloyds Banking Group PLC.
Who crossed 5% of LYG →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Gradient Investments LLCSPONSORED ADR1M shtrimmed | $5.7M |
| HF Advisory Group, LLCSPONSORED ADR453K shadded | $2.6M |
| Legacy Wealth Asset Management, LLCSPONSORED ADR168.8K shtrimmed | $950.1K |
| Farther Finance Advisors, LLCADR109.4K shadded | $615.8K |
| GAMMA Investing LLCADR102.7K shadded | $578.4K |
| Valeo Financial Advisors, LLCADR59K shadded | $332.1K |
| RIVERSEDGE ADVISORS, LLCSPONSORED ADR44.7K shadded | $251.5K |
| Cooper Financial GroupSPONSORED ADR40.7K shadded | $229.4K |
| Crumly & Associates Inc.SPONSORED ADR25.1K shadded | $141.2K |
| Wedmont Private CapitalSPONSORED ADR25.6K shtrimmed | $137.8K |
| Breakwater Capital GroupSPONSORED ADR20.9K shtrimmed | $117.9K |
| Avidian Wealth Enterprises, LLCSPONSORED ADR14.9K shadded | $83.9K |
| PARK NATIONAL CORP /OH/Com14.5K shtrimmed | $81.9K |
| MOODY NATIONAL BANK TRUST DIVISIONSPONSORED ADR14.4K shheld | $81.1K |
| LifeGoal Investments, LLCSPONSORED ADR14K sh— | $78.8K |
| Aletheian Wealth Advisors LLCSPONSORED ADR12.4K shadded | $69.7K |
| Vann Equity Management LLCSPONSORED ADR12K shtrimmed | $67.8K |
| Everhart Financial Group, Inc.SPONSORED ADR12K shadded | $67.8K |
| EASTERN BANKSPONSORED ADR7.7K sh— | $43.2K |
| Retirement Wealth Solutions LLCSPONSORED ADR1.8K shtrimmed | $10.2K |
| Grove Bank & TrustSPONSORED ADR1.6K shadded | $9.2K |
| GK Wealth Management LLCSPONSORED ADR1.1K sh— | $6.4K |
| Trust CoADR107 shheld | $602 |
| CoreCap Advisors, LLCADR86 shtrimmed | $484 |
| GILPIN WEALTH MANAGEMENT, LLCSPONSORED ADR84 sh— | $473 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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