Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
The tracked-fund tape on LYG is one-sided between 2026-Q1 and 2026-Q2: 133 added or opened and 33 trimmed or exited — on balance accumulating.
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, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LYG more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 586 tracked filers holding LYG, 351 increased or opened the position and 218 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 2026-Q1 and 2026-Q2 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 14
- Schonfeld Strategic Advisors LLC$13M
- Farringdon Capital, Ltd.$10M
- NINE MASTS CAPITAL Ltd$8M
- LOGAN CAPITAL MANAGEMENT INC$8M
- Y-Intercept (Hong Kong) Ltd$7M
- OLD MISSION CAPITAL LLC$7M
Full exits 17
- Janney Montgomery Scott LLC$16M
- RENAISSANCE TECHNOLOGIES LLC$13M
- NATIXIS ADVISORS, LLC$13M
- HighTower Advisors, LLC$5M
- Brooklyn Investment Group$3M
- SIH Partners, LLLP$2M
Largest adds
- MORGAN STANLEY$121M
- BNP PARIBAS FINANCIAL MARKETS$104M
- CITIGROUP INC$95M
- JPMORGAN CHASE & CO$62M
- FMR LLC$57M
- Optiver Holding B.V.$51M
Largest trims
- Fisher Asset Management, LLC$647M
- MARSHALL WACE, LLP$12M
- Point72 Asset Management, L.P.$7M
- BALYASNY ASSET MANAGEMENT L.P.$3M
- Private Advisor Group, LLC$1M
- Koss-Olinger Consulting, LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 51,014,992 | $297M | 9.3% | 2026-Q2 |
| Mondrian Investment Partners LTD trimmed | 49,945,225 | $291M | 9.1% | 2026-Q2 |
| MORGAN STANLEY added | 42,671,550 | $249M | 7.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 31,757,731 | $183M | 5.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 26,503,021 | $155M | 4.8% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 26,155,105 | $150M | 4.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 23,632,830 | $138M | 4.3% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 21,504,433 | $125M | 3.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 18,122,890 | $106M | 3.3% | 2026-Q2 |
| CITIGROUP INC added | 16,746,452 | $98M | 3.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 15,053,607 | $88M | 2.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 12,861,050 | $75M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,564,633 | $73M | 2.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 12,027,892 | $70M | 2.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,930,525 | $64M | 2.0% | 2026-Q2 |
| Optiver Holding B.V. added | 10,812,139 | $63M | 2.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 10,236,228 | $60M | 1.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 9,928,067 | $58M | 1.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 8,098,237 | $47M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 8,005,022 | $47M | 1.5% | 2026-Q2 |
| First Eagle Investment Management, LLC trimmed | 7,001,757 | $41M | 1.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 6,288,166 | $37M | 1.1% | 2026-Q2 |
| ABC ARBITRAGE SA added | 5,689,418 | $33M | 1.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 5,235,547 | $31M | 1.0% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 5,201,812 | $30M | 0.9% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 4,844,087 | $28M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,792,690 | $28M | 0.9% | 2026-Q2 |
| ASSETMARK, INC added | 4,635,820 | $27M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 3,581,617 | $21M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 3,524,847 | $21M | 0.6% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 3,471,365 | $20M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,964,818 | $17M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,943,648 | $17M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 2,337,659 | $14M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 2,262,925 | $13M | 0.4% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 2,204,316 | $13M | 0.4% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 2,199,518 | $13M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 2,109,294 | $12M | 0.4% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 2,093,662 | $12M | 0.4% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 1,998,538 | $12M | 0.4% | 2026-Q2 |
| Aquatic Capital Management LLC added | 1,964,677 | $11M | 0.4% | 2026-Q2 |
| Trexquant Investment LP added | 1,891,954 | $11M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,817,733 | $11M | 0.3% | 2026-Q2 |
| Farringdon Capital, Ltd. new | 1,797,519 | $10M | 0.3% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 1,731,571 | $10M | 0.3% | 2026-Q2 |
| Creative Planning added | 1,531,629 | $9M | 0.3% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 1,494,395 | $9M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,453,513 | $8M | 0.3% | 2026-Q2 |
| Ethic Inc. trimmed | 1,439,559 | $8M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,431,159 | $8M | 0.3% | 2026-Q2 |
| NINE MASTS CAPITAL Ltd new | 1,384,610 | $8M | 0.3% | 2026-Q2 |
| LOGAN CAPITAL MANAGEMENT INC added | 1,374,230 | $8M | 0.3% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC added | 1,290,000 | $8M | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 1,261,414 | $7M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 1,257,130 | $7M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,222,547 | $7M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,188,031 | $7M | 0.2% | 2026-Q2 |
| Henry James International Management Inc. added | 1,157,361 | $7M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 1,154,325 | $7M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 1,148,141 | $7M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 1,142,245 | $7M | 0.2% | 2026-Q2 |
| Beck Bode, LLC added | 1,138,120 | $7M | 0.2% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 1,095,240 | $6M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,049,668 | $6M | 0.2% | 2026-Q2 |
| Gradient Investments LLC added | 1,038,552 | $6M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 1,035,643 | $6M | 0.2% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 1,029,049 | $6M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 958,770 | $6M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 899,765 | $5M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 887,582 | $5M | 0.2% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 831,808 | $5M | 0.2% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 800,490 | $5M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 742,245 | $4M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 728,006 | $4M | 0.1% | 2026-Q2 |
| Symmetry Investments LP trimmed | 693,000 | $4M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 675,596 | $4M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 642,950 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 640,341 | $4M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 630,200 | $4M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 622,216 | $4M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 597,695 | $3M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 552,552 | $3M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 549,703 | $3M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 527,979 | $3M | 0.1% | 2026-Q2 |
| M&T Bank Corp added | 513,516 | $3M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 477,622 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 476,310 | $3M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 475,209 | $3M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 472,440 | $3M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 458,500 | $3M | 0.1% | 2026-Q2 |
| Naviter Wealth, LLC added | 451,862 | $3M | 0.1% | 2026-Q2 |
| Capricorn Fund Managers Ltd new | 450,000 | $3M | 0.1% | 2026-Q2 |
| HF Advisory Group, LLC added | 445,833 | $3M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 427,616 | $2M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 423,223 | $2M | 0.1% | 2026-Q2 |
| BTC Capital Management, Inc. added | 421,179 | $2M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 415,779 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 408,648 | $2M | 0.1% | 2026-Q2 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 408,270 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 407,867 | $2M | 0.1% | 2026-Q2 |
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.