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Institutional Ownership · SEC Form 13F

Who owns LYG (LYG)


Which tracked institutional funds hold LYG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LYG company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

565
Institutional holders
610,974,544
Shares held (tracked funds)

How the tape is positioned

80 tracked funds added or opened LYG while 49 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

LYG’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in LYG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 565 tracked filers holding LYG, 334 increased or opened the position and 196 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in LYG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 22

  • WCM INVESTMENT MANAGEMENT, LLC$128M
  • CIBC Bancorp USA Inc.$78M
  • MARSHALL WACE, LLP$25M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$17M
  • Optiver Holding B.V.$13M
  • Trexquant Investment LP$5M

Full exits 9

  • CIBC Private Wealth Group LLC$78M
  • Janney Capital Management LLC$16M
  • LOGAN CAPITAL MANAGEMENT INC$7M
  • Global Retirement Partners, LLC$3M
  • TWO SIGMA ADVISERS, LP$2M
  • HRT FINANCIAL LP$2M

Largest adds

  • JPMORGAN CHASE & CO$112M
  • JANE STREET GROUP, LLC$47M
  • NORTHERN TRUST CORP$42M
  • ENVESTNET ASSET MANAGEMENT INC$22M
  • Janney Montgomery Scott LLC$15M
  • MILLENNIUM MANAGEMENT LLC$13M

Largest trims

  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$52M
  • Mondrian Investment Partners LTD$36M
  • Fisher Asset Management, LLC$30M
  • BANK OF AMERICA CORP /DE/$9M
  • CITADEL ADVISORS LLC$7M
  • DIMENSIONAL FUND ADVISORS LP$4M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Fisher Asset Management, LLC added153,508,612$772M24.3%2026-Q1
Mondrian Investment Partners LTD trimmed51,869,580$261M8.2%2026-Q1
FMR LLC added47,753,354$240M7.6%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC new26,548,234$128M4.0%2026-Q1
MORGAN STANLEY added25,369,793$128M4.0%2026-Q1
GOLDMAN SACHS GROUP INC added25,200,742$127M4.0%2026-Q1
JPMORGAN CHASE & CO added24,906,667$120M3.8%2026-Q1
NORTHERN TRUST CORP added23,658,538$119M3.7%2026-Q1
CIBC Bancorp USA Inc. new15,495,165$78M2.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed12,830,337$65M2.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added12,213,007$61M1.9%2026-Q1
JANE STREET GROUP, LLC added11,868,590$60M1.9%2026-Q1
AMERICAN CENTURY COMPANIES INC added11,513,742$58M1.8%2026-Q1
BlackRock, Inc. trimmed10,383,765$52M1.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed7,782,712$39M1.2%2026-Q1
First Eagle Investment Management, LLC added7,404,153$37M1.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed6,871,500$35M1.1%2026-Q1
MILLENNIUM MANAGEMENT LLC added6,374,637$32M1.0%2026-Q1
MARSHALL WACE, LLP added4,885,905$25M0.8%2026-Q1
Crossmark Global Holdings, Inc. trimmed4,853,365$24M0.8%2026-Q1
Point72 Asset Management, L.P. added3,978,557$20M0.6%2026-Q1
ASSETMARK, INC added3,849,993$19M0.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed3,750,336$19M0.6%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC new3,441,044$17M0.5%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added3,190,531$16M0.5%2026-Q1
Janney Montgomery Scott LLC added3,113,464$16M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added2,982,401$15M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added2,763,567$14M0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added2,528,180$13M0.4%2026-Q1
NATIXIS ADVISORS, LLC added2,527,834$13M0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,505,956$13M0.4%2026-Q1
Optiver Holding B.V. added2,486,645$13M0.4%2026-Q1
Qube Research & Technologies Ltd added2,236,672$11M0.4%2026-Q1
CIBC WORLD MARKET INC. trimmed2,221,879$11M0.4%2026-Q1
LPL Financial LLC added2,180,676$11M0.3%2026-Q1
Clearbridge Investments, LLC trimmed2,017,843$10M0.3%2026-Q1
Cetera Investment Advisers added1,970,659$10M0.3%2026-Q1
TD Waterhouse Canada Inc. added1,760,626$9M0.3%2026-Q1
QRG CAPITAL MANAGEMENT, INC. added1,546,048$8M0.2%2026-Q1
Creative Planning added1,498,920$8M0.2%2026-Q1
UBS Group AG added1,494,043$8M0.2%2026-Q1
Ethic Inc. added1,478,629$7M0.2%2026-Q1
ROYAL BANK OF CANADA added1,202,823$6M0.2%2026-Q1
STIFEL FINANCIAL CORP added1,189,841$6M0.2%2026-Q1
Beck Bode, LLC trimmed1,124,456$6M0.2%2026-Q1
Mariner, LLC added1,103,917$6M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added1,095,314$6M0.2%2026-Q1
Focus Partners Wealth added1,086,221$5M0.2%2026-Q1
Trexquant Investment LP new1,081,725$5M0.2%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added1,048,126$5M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed1,010,755$5M0.2%2026-Q1
EAGLE GLOBAL ADVISORS LLC added1,005,000$5M0.2%2026-Q1
Pathstone Holdings, LLC added995,332$5M0.2%2026-Q1
Gradient Investments LLC new980,602$5M0.2%2026-Q1
Bank of New York Mellon Corp trimmed953,414$5M0.2%2026-Q1
HighTower Advisors, LLC added949,937$5M0.2%2026-Q1
Symmetry Investments LP added911,500$5M0.1%2026-Q1
Integrated Quantitative Investments LLC added904,608$5M0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed877,782$4M0.1%2026-Q1
Vanguard Personalized Indexing Management, LLC trimmed762,631$4M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed748,752$4M0.1%2026-Q1
CAPITAL FUND MANAGEMENT S.A. added734,521$4M0.1%2026-Q1
AMERIPRISE FINANCIAL INC added701,556$4M0.1%2026-Q1
SEI INVESTMENTS CO added688,345$3M0.1%2026-Q1
Henry James International Management Inc. trimmed680,994$3M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed636,030$3M0.1%2026-Q1
Cerity Partners LLC added627,564$3M0.1%2026-Q1
CITIGROUP INC added603,690$3M0.1%2026-Q1
Brooklyn Investment Group added602,194$3M0.1%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. trimmed566,451$3M0.1%2026-Q1
NEUBERGER BERMAN GROUP LLC added561,917$3M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed560,832$3M0.1%2026-Q1
US BANCORP \DE\ trimmed522,518$3M0.1%2026-Q1
FIRST TRUST ADVISORS LP trimmed512,729$3M0.1%2026-Q1
Compound Planning, Inc. added504,501$3M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added517,679$3M0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added482,149$2M0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added477,622$2M0.1%2026-Q1
M&T Bank Corp added475,389$2M0.1%2026-Q1
Vident Advisory, LLC added452,854$2M0.1%2026-Q1
BANK OF MONTREAL /CAN/ added431,405$2M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed422,219$2M0.1%2026-Q1
JCIC Asset Management Inc. new416,850$2M0.1%2026-Q1
BTC Capital Management, Inc. added414,883$2M0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP added412,100$2M0.1%2026-Q1
NewEdge Wealth, LLC trimmed409,053$2M0.1%2026-Q1
L1 Capital Pty Ltd added129,076,191$136M4.3%2025-Q2 stale
CIBC Private Wealth Group LLC added14,802,992$78M2.5%2025-Q4 stale
Janney Capital Management LLC trimmed3,001,295$16M0.5%2025-Q4 stale
Bard Financial Services, Inc. trimmed1,649,635$7M0.2%2025-Q3 stale
LOGAN CAPITAL MANAGEMENT INC added1,258,776$7M0.2%2025-Q4 stale
NORGES BANK2,000,000$6M0.2%2025-Q3 stale
Timber Creek Capital Management LLC trimmed872,420$4M0.1%2025-Q3 stale
Orion Portfolio Solutions, LLC added935,947$4M0.1%2025-Q1 stale
Semmax Financial Advisors Inc. added645,729$3M0.1%2025-Q2 stale
Inspire Investing, LLC added628,308$3M0.1%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. trimmed670,415$3M0.1%2025-Q2 stale
Cubist Systematic Strategies, LLC trimmed578,264$3M0.1%2025-Q3 stale
Global Retirement Partners, LLC added476,637$3M0.1%2025-Q4 stale
ENGLISH CAPITAL MANAGEMENT LLC629,115$2M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership