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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 153,508,612 | $772M | 24.3% | 2026-Q1 |
| Mondrian Investment Partners LTD trimmed | 51,869,580 | $261M | 8.2% | 2026-Q1 |
| FMR LLC added | 47,753,354 | $240M | 7.6% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC new | 26,548,234 | $128M | 4.0% | 2026-Q1 |
| MORGAN STANLEY added | 25,369,793 | $128M | 4.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 25,200,742 | $127M | 4.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 24,906,667 | $120M | 3.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 23,658,538 | $119M | 3.7% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 15,495,165 | $78M | 2.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 12,830,337 | $65M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,213,007 | $61M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 11,868,590 | $60M | 1.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 11,513,742 | $58M | 1.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 10,383,765 | $52M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,782,712 | $39M | 1.2% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 7,404,153 | $37M | 1.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 6,871,500 | $35M | 1.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 6,374,637 | $32M | 1.0% | 2026-Q1 |
| MARSHALL WACE, LLP added | 4,885,905 | $25M | 0.8% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 4,853,365 | $24M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 3,978,557 | $20M | 0.6% | 2026-Q1 |
| ASSETMARK, INC added | 3,849,993 | $19M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,750,336 | $19M | 0.6% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 3,441,044 | $17M | 0.5% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 3,190,531 | $16M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 3,113,464 | $16M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,982,401 | $15M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,763,567 | $14M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,528,180 | $13M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 2,527,834 | $13M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,505,956 | $13M | 0.4% | 2026-Q1 |
| Optiver Holding B.V. added | 2,486,645 | $13M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 2,236,672 | $11M | 0.4% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 2,221,879 | $11M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 2,180,676 | $11M | 0.3% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 2,017,843 | $10M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 1,970,659 | $10M | 0.3% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 1,760,626 | $9M | 0.3% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 1,546,048 | $8M | 0.2% | 2026-Q1 |
| Creative Planning added | 1,498,920 | $8M | 0.2% | 2026-Q1 |
| UBS Group AG added | 1,494,043 | $8M | 0.2% | 2026-Q1 |
| Ethic Inc. added | 1,478,629 | $7M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,202,823 | $6M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,189,841 | $6M | 0.2% | 2026-Q1 |
| Beck Bode, LLC trimmed | 1,124,456 | $6M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 1,103,917 | $6M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,095,314 | $6M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 1,086,221 | $5M | 0.2% | 2026-Q1 |
| Trexquant Investment LP new | 1,081,725 | $5M | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 1,048,126 | $5M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,010,755 | $5M | 0.2% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC added | 1,005,000 | $5M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 995,332 | $5M | 0.2% | 2026-Q1 |
| Gradient Investments LLC new | 980,602 | $5M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 953,414 | $5M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 949,937 | $5M | 0.2% | 2026-Q1 |
| Symmetry Investments LP added | 911,500 | $5M | 0.1% | 2026-Q1 |
| Integrated Quantitative Investments LLC added | 904,608 | $5M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 877,782 | $4M | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 762,631 | $4M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 748,752 | $4M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 734,521 | $4M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 701,556 | $4M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 688,345 | $3M | 0.1% | 2026-Q1 |
| Henry James International Management Inc. trimmed | 680,994 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 636,030 | $3M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 627,564 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 603,690 | $3M | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 602,194 | $3M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 566,451 | $3M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 561,917 | $3M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 560,832 | $3M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 522,518 | $3M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 512,729 | $3M | 0.1% | 2026-Q1 |
| Compound Planning, Inc. added | 504,501 | $3M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 517,679 | $3M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 482,149 | $2M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 477,622 | $2M | 0.1% | 2026-Q1 |
| M&T Bank Corp added | 475,389 | $2M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 452,854 | $2M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 431,405 | $2M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 422,219 | $2M | 0.1% | 2026-Q1 |
| JCIC Asset Management Inc. new | 416,850 | $2M | 0.1% | 2026-Q1 |
| BTC Capital Management, Inc. added | 414,883 | $2M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 412,100 | $2M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 409,053 | $2M | 0.1% | 2026-Q1 |
| L1 Capital Pty Ltd added | 129,076,191 | $136M | 4.3% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 14,802,992 | $78M | 2.5% | 2025-Q4 stale |
| Janney Capital Management LLC trimmed | 3,001,295 | $16M | 0.5% | 2025-Q4 stale |
| Bard Financial Services, Inc. trimmed | 1,649,635 | $7M | 0.2% | 2025-Q3 stale |
| LOGAN CAPITAL MANAGEMENT INC added | 1,258,776 | $7M | 0.2% | 2025-Q4 stale |
| NORGES BANK | 2,000,000 | $6M | 0.2% | 2025-Q3 stale |
| Timber Creek Capital Management LLC trimmed | 872,420 | $4M | 0.1% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 935,947 | $4M | 0.1% | 2025-Q1 stale |
| Semmax Financial Advisors Inc. added | 645,729 | $3M | 0.1% | 2025-Q2 stale |
| Inspire Investing, LLC added | 628,308 | $3M | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 670,415 | $3M | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 578,264 | $3M | 0.1% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 476,637 | $3M | 0.1% | 2025-Q4 stale |
| ENGLISH CAPITAL MANAGEMENT LLC | 629,115 | $2M | 0.1% | 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.
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.