Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

LLOYDS BANKING GROUP PLC · SPONSORED ADR · quarter ended 2026-03-31 · 8 members disclosed LYG ↗

13F filers reporting this class for the quarter ended 2026-03-31: 430
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $1.7B
holders whose share count rose or who opened the position (new + add), by shares: 256
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 50

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of LYG ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$244M	48,519,260	+4,906,388	ADD
2	WCM INVESTMENT MANAGEMENT, LLC	$128M	26,548,234	+26,548,234	NEW
3	MORGAN STANLEY	$128M	25,369,793	+1,684,249	ADD
4	NORTHERN TRUST CORP	$119M	23,658,538	+9,163,571	ADD
5	CIBC Bancorp USA Inc.	$78.0M	15,495,165	—	NO PRIOR
6	DIMENSIONAL FUND ADVISORS LP	$64.5M	12,830,337	−183,019	TRIM
7	ENVESTNET ASSET MANAGEMENT INC	$61.4M	12,213,007	+4,729,736	ADD
8	JANE STREET GROUP, LLC	$59.7M	11,868,590	+9,488,139	ADD
9	AMERICAN CENTURY COMPANIES INC	$57.9M	11,513,742	+2,419,753	ADD
10	BlackRock, Inc.	$52.2M	10,383,765	−231,886	TRIM
11	BANK OF AMERICA CORP /DE/	$39.1M	7,782,712	−1,257,041	TRIM
12	First Eagle Investment Management, LLC	$37.2M	7,404,153	+433,052	ADD
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$34.6M	6,871,500	−9,452,208	TRIM
14	MILLENNIUM MANAGEMENT LLC	$32.1M	6,374,637	+2,797,559	ADD
15	Crossmark Global Holdings, Inc.	$24.4M	4,853,365	—	NO PRIOR
16	Point72 Asset Management, L.P.	$20.0M	3,978,557	+1,037,064	ADD
17	ASSETMARK, INC	$19.4M	3,849,993	+433,849	ADD
18	WELLS FARGO & COMPANY/MN	$18.9M	3,750,336	−61,070	TRIM
19	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$17.3M	3,441,044	+3,441,044	NEW
20	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$16.0M	3,190,531	+135,158	ADD
21	AQR CAPITAL MANAGEMENT LLC	$15.1M	2,996,565	+586,885	ADD
22	RAYMOND JAMES FINANCIAL INC	$13.9M	2,763,567	+395,240	ADD
23	RENAISSANCE TECHNOLOGIES LLC	$12.7M	2,528,180	+2,008,380	ADD
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$12.6M	2,505,956	+225,706	ADD
25	Optiver Holding B.V.	$12.5M	2,486,645	+2,486,645	NEW
26	Qube Research & Technologies Ltd	$11.3M	2,236,672	+1,721,260	ADD
27	LPL Financial LLC	$11.0M	2,180,676	+88,664	ADD
28	Clearbridge Investments, LLC	$10.1M	2,017,843	−39,424	TRIM
29	Cetera Investment Advisers	$9.9M	1,970,659	+172,594	ADD
30	TD Waterhouse Canada Inc.	$9.2M	1,760,626	+1,745,856	ADD
31	QRG CAPITAL MANAGEMENT, INC.	$7.8M	1,546,048	+124,472	ADD
32	Creative Planning	$7.5M	1,498,920	+6,314	ADD
33	UBS Group AG	$7.5M	1,494,043	+472,955	ADD
34	ROYAL BANK OF CANADA	$6.1M	1,202,823	+128,775	ADD
35	STIFEL FINANCIAL CORP	$6.0M	1,189,841	+536,478	ADD
36	Beck Bode, LLC	$5.7M	1,124,456	−74,390	TRIM
37	Mariner, LLC	$5.5M	1,103,917	+120,458	ADD
38	MERCER GLOBAL ADVISORS INC /ADV	$5.5M	1,095,314	+76,321	ADD
39	Focus Partners Wealth	$5.5M	1,086,221	+96,429	ADD
40	Trexquant Investment LP	$5.4M	1,081,725	+1,081,725	NEW
41	RITHOLTZ WEALTH MANAGEMENT	$5.3M	1,048,126	+52,906	ADD
42	MML INVESTORS SERVICES, LLC	$5.1M	1,010,755	−239,626	TRIM
43	EAGLE GLOBAL ADVISORS LLC	$5.1M	1,005,000	+25,000	ADD
44	Pathstone Holdings, LLC	$5.0M	995,332	+439,638	ADD
45	Gradient Investments LLC	$4.9M	980,602	+980,602	NEW
46	HighTower Advisors, LLC	$4.8M	949,937	+186,127	ADD
47	Symmetry Investments LP	$4.6M	911,500	+765,700	ADD
48	Integrated Quantitative Investments LLC	$4.6M	904,608	+904,608	NEW
49	Rockefeller Capital Management L.P.	$4.4M	877,782	−43,921	TRIM
50	Vanguard Personalized Indexing Management, LLC	$3.8M	762,631	−88,753	TRIM
51	BALYASNY ASSET MANAGEMENT L.P.	$3.8M	748,752	+748,752	NEW
52	SEI INVESTMENTS CO	$3.5M	688,345	+36,330	ADD
53	Cerity Partners LLC	$3.2M	627,564	+65,640	ADD
54	CITIGROUP INC	$3.0M	603,690	+106,551	ADD
55	Brooklyn Investment Group	$3.0M	602,194	+148,173	ADD
56	OPPENHEIMER ASSET MANAGEMENT INC.	$2.8M	566,451	−53,788	TRIM
57	CITADEL ADVISORS LLC	$2.8M	560,832	−1,318,458	TRIM
58	US BANCORP \DE\	$2.6M	522,518	−385,952	TRIM
59	FIRST TRUST ADVISORS LP	$2.6M	512,729	−14,010	TRIM
60	Compound Planning, Inc.	$2.5M	504,501	+5,810	ADD
61	NEW YORK STATE COMMON RETIREMENT FUND	$2.4M	477,622	+451,810	ADD
62	M&T BANK CORP	$2.4M	475,389	+390,182	ADD
63	Vident Advisory, LLC	$2.3M	452,854	+53,546	ADD
64	BANK OF MONTREAL /CAN/	$2.2M	431,405	+270,570	ADD
65	JCIC Asset Management Inc.	$2.1M	416,850	+416,850	NEW
66	BTC Capital Management, Inc.	$2.1M	414,883	+66,765	ADD
67	TWO SIGMA INVESTMENTS, LP	$2.1M	412,100	+412,100	NEW
68	NewEdge Wealth, LLC	$2.1M	409,053	−74,983	TRIM
69	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$2.1M	408,270	+20,100	ADD
70	Vestmark Advisory Solutions, Inc.	$2.0M	394,750	−422,475	TRIM
71	TRUIST FINANCIAL CORP	$2.0M	394,028	+98,530	ADD
72	Atria Investments, Inc	$2.0M	390,154	+64,258	ADD
73	Patriot Financial Group Insurance Agency, LLC	$2.0M	390,092	+209,846	ADD
74	Caprock Group, LLC	$2.0M	388,654	−25,534	TRIM
75	HF Advisory Group, LLC	$2.0M	388,376	−32,840	TRIM
76	Squarepoint Ops LLC	$1.9M	384,009	+357,806	ADD
77	OSAIC HOLDINGS, INC.	$1.9M	382,889	+270,910	ADD
78	SIH Partners, LLLP	$1.9M	376,246	+376,246	NEW
79	Naviter Wealth, LLC	$1.9M	367,861	+11,639	ADD
80	ELEVATION POINT WEALTH PARTNERS, LLC	$1.8M	365,056	+285,692	ADD
81	TWIN CITY PRIVATE WEALTH, LLC	$1.8M	350,118	+11,898	ADD
82	Laird Norton Wetherby Trust Company, LLC	$1.7M	347,090	+1,157	ADD
83	PRINCIPAL SECURITIES, INC.	$1.7M	345,168	+2,360	ADD
84	COOKSON PEIRCE & CO INC	$1.6M	324,583	−104,375	TRIM
85	QUADRANT CAPITAL GROUP LLC	$1.6M	321,802	−3,617	TRIM
86	Callan Family Office, LLC	$1.6M	319,610	+42,285	ADD
87	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.6M	313,567	+263,925	ADD
88	SIGNATUREFD, LLC	$1.6M	308,471	−1,148	TRIM
89	FRANKLIN RESOURCES INC	$1.5M	304,569	+215,070	ADD
90	Empowered Funds, LLC	$1.5M	301,065	+301,065	NEW
91	Havemeyer Place LP	$1.5M	300,300	+300,300	NEW
92	COLDSTREAM CAPITAL MANAGEMENT INC	$1.5M	292,419	+25,757	ADD
93	IEQ CAPITAL, LLC	$1.4M	283,882	+36,652	ADD
94	Orion Porfolio Solutions, LLC	$1.4M	283,270	+50,249	ADD
95	NLB Skladi, upravljanje premozenja, d.o.o.	$1.4M	278,900	0	NO CHANGE
96	Private Advisor Group, LLC	$1.3M	259,178	−14,614	TRIM
97	Revisor Wealth Management LLC	$1.2M	246,146	−6,250	TRIM
98	Voya Financial Advisors, Inc.	$1.2M	256,127	+2,282	ADD
99	Engineers Gate Manager LP	$1.2M	237,406	+237,406	NEW
100	INTRUST BANK NA	$1.2M	235,761	+6,397	ADD
101	&PARTNERS	$1.2M	234,646	+42,678	ADD
102	Dynasty Wealth Management, LLC	$1.2M	233,855	−19,606	TRIM
103	CHOREO, LLC	$1.2M	233,198	+119,137	ADD
104	1832 Asset Management L.P.	$1.2M	229,328	+229,328	NEW
105	Sanctuary Advisors, LLC	$1.1M	220,173	+25,118	ADD
106	Corient Private Wealth LLC	$1.1M	222,692	−259,844	TRIM
107	Sivia Capital Partners, LLC	$1.0M	207,900	+35,993	ADD
108	CIBC Asset Management Inc	$1.0M	199,938	+46,878	ADD
109	Allspring Global Investments Holdings, LLC	$970K	186,022	+29,724	ADD
110	Aaron Wealth Advisors LLC	$956K	190,138	+23,750	ADD
111	Qtron Investments LLC	$932K	185,359	+15,744	ADD
112	Prospera Financial Services Inc	$887K	176,392	−317,050	TRIM
113	Legacy Wealth Asset Management, LLC	$875K	174,017	−1,593	TRIM
114	Ballentine Partners, LLC	$865K	171,959	+8,310	ADD
115	PINNACLE ASSOCIATES LTD	$835K	166,048	+1,173	ADD
116	Kathmere Capital Management, LLC	$833K	165,585	−2,319	TRIM
117	Gallacher Capital Management LLC	$826K	164,292	+2,507	ADD
118	Smartleaf Asset Management LLC	$793K	164,084	+73,465	ADD
119	Summit Trail Advisors, LLC	$787K	156,374	+140,962	ADD
120	Snowden Capital Advisors LLC	$786K	156,268	+142,104	ADD
121	Invesco Ltd.	$771K	153,197	−130,100	TRIM
122	MARINO, STRAM & ASSOCIATES LLC	$764K	151,840	+5,483	ADD
123	Headlands Technologies LLC	$729K	144,834	+144,834	NEW
124	Vise Technologies, Inc.	$680K	128,362	0	NO CHANGE
125	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$674K	129,295	−54,166	TRIM
126	Blue Trust, Inc.	$646K	128,361	+3,401	ADD
127	Van Diest Capital, LLC	$636K	126,384	+99,659	ADD
128	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$628K	124,830	+124,830	NEW
129	STEPHENS INC /AR/	$615K	122,344	+1,393	ADD
130	Sequoia Financial Advisors, LLC	$611K	121,470	+7,140	ADD
131	Gibbs Wealth Management	$608K	120,811	+92,371	ADD
132	EVERGREEN CAPITAL MANAGEMENT LLC	$601K	119,438	+1,800	ADD
133	PERSONAL CFO SOLUTIONS, LLC	$599K	119,159	+99,543	ADD
134	FORTRESS PRIVATE LEDGER, LLC	$580K	115,254	+13,263	ADD
135	Voleon Capital Management LP	$575K	114,375	+114,375	NEW
136	GROUP ONE TRADING LLC	$571K	113,476	+113,476	NEW
137	XTX Topco Ltd	$571K	113,460	−452,089	TRIM
138	COMMONWEALTH EQUITY SERVICES, LLC	$557K	110,786	+7,126	ADD
139	MGO ONE SEVEN LLC	$556K	110,445	+7,962	ADD
140	Edge Wealth Management LLC	$553K	110,000	0	NO CHANGE
141	Apollon Wealth Management, LLC	$551K	109,519	−1,152	TRIM
142	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$537K	106,770	−64,845	TRIM
143	Drucker Wealth 3.0, LLC	$530K	105,461	−9,817	TRIM
144	Papamarkou Wellner Asset Management inc.	$524K	104,100	0	NO CHANGE
145	Aprio Wealth Management, LLC	$518K	103,072	+539	ADD
146	Blueshift Asset Management, LLC	$518K	102,945	+102,945	NEW
147	GeoWealth Management, LLC	$517K	102,725	+7,827	ADD
148	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$514K	102,163	−9,909	TRIM
149	May Hill Capital, LLC	$506K	100,688	−82,672	TRIM
150	Dorsey & Whitney Trust CO LLC	$503K	100,001	−37,376	TRIM
151	Cetera Trust Company, N.A	$502K	99,725	0	NO CHANGE
152	WINTON GROUP Ltd	$482K	95,900	+95,900	NEW
153	Clearstead Advisors, LLC	$475K	94,516	+94,516	NEW
154	EAGLE ROCK INVESTMENT COMPANY, LLC	$472K	93,759	−3,832	TRIM
155	Abel Hall, LLC	$455K	90,523	+7,149	ADD
156	BSW Wealth Partners	$455K	90,463	+27,025	ADD
157	Cypress Wealth Services, LLC	$451K	89,610	−66	TRIM
158	CWM, LLC	$450K	89,442	+19,187	ADD
159	Independent Advisor Alliance	$439K	87,354	−7,306	TRIM
160	Brookstone Capital Management	$433K	86,176	+35,407	ADD
161	HB Wealth Management, LLC	$414K	82,263	+16,515	ADD
162	BANK OF NOVA SCOTIA	$411K	81,665	−8,325	TRIM
163	Tranquilli Financial Advisor LLC	$403K	80,161	−9,933	TRIM
164	Foster Victor Wealth Advisors, LLC	$398K	71,135	+1,022	ADD
165	Mutual Advisors, LLC	$395K	78,472	+68,303	ADD
166	Aquatic Capital Management LLC	$383K	76,149	−99,320	TRIM
167	Beacon Pointe Advisors, LLC	$380K	75,623	+75,623	NEW
168	BENJAMIN EDWARDS INC	$367K	72,928	+5,394	ADD
169	Arax Advisory Partners	$359K	71,405	−20,358	TRIM
170	FOUNDATIONS INVESTMENT ADVISORS, LLC	$337K	66,942	+5,144	ADD
171	Lido Advisors, LLC	$335K	66,573	+2,556	ADD
172	Aegis Wealth Management LLC	$335K	66,532	−1,509	TRIM
173	SAGESPRING WEALTH PARTNERS, LLC	$326K	64,772	−4,162	TRIM
174	SmartHarvest Portfolios, LLC	$323K	64,156	+5,625	ADD
175	Alliance Wealth Advisors, LLC	$322K	63,985	+3,922	ADD
176	PDS Planning, Inc	$317K	63,071	0	NO CHANGE
177	Savant Capital, LLC	$314K	62,462	+7,550	ADD
178	Quantum Portfolio Management LLC	$313K	62,279	+62,279	NEW
179	Frec Markets, Inc.	$309K	61,456	+11,739	ADD
180	Pinnacle Wealth Planning Services, Inc.	$299K	59,476	+32,229	ADD
181	Cape Investment Advisory, Inc.	$298K	59,188	−2,757	TRIM
182	Greenspring Advisors, LLC	$298K	59,146	+1,107	ADD
183	Frank, Rimerman Advisors LLC	$296K	58,865	−1,225	TRIM
184	STATE STREET CORP	$294K	58,414	0	NO CHANGE
185	Allworth Financial LP	$288K	57,279	+2,832	ADD
186	First Affirmative Financial Network	$287K	57,044	—	NO PRIOR
187	Ascent Group, LLC	$287K	56,977	+1,070	ADD
188	Arlington Capital Management, Inc.	$282K	56,043	+2,509	ADD
189	Mattson Financial Services, LLC	$279K	55,552	+55,552	NEW
190	ANCHYRA PARTNERS LLC	$276K	54,882	+3,349	ADD
191	Five Oceans Advisors	$276K	54,791	0	NO CHANGE
192	Merit Financial Group, LLC	$273K	54,223	+10,817	ADD
193	Pinnacle Financial Partners, Inc.	$269K	53,569	−1,865	TRIM
194	Traub Capital Management LLC	$267K	53,050	−5,333	TRIM
195	Brown Financial Advisors	$262K	52,001	+52,001	NEW
196	Concurrent Investment Advisors, LLC	$253K	50,310	+9,727	ADD
197	D.A. DAVIDSON & CO.	$252K	50,123	+27,882	ADD
198	one8zero8, LLC	$252K	50,000	0	NO CHANGE
199	World Investment Advisors	$247K	49,055	+14,806	ADD
200	Envestnet Portfolio Solutions, Inc.	$246K	48,997	−30,757	TRIM
201	Indivisible Partners	$246K	48,989	+48,989	NEW
202	Checchi Capital Advisers, LLC	$243K	48,315	−4,044	TRIM
203	EVOLVE PRIVATE WEALTH, LLC	$243K	48,275	−134	TRIM
204	SAGE RHINO CAPITAL LLC	$243K	48,242	+90	ADD
205	DRIVE WEALTH MANAGEMENT, LLC	$239K	47,532	−2,888	TRIM
206	Fielder Capital Group LLC	$235K	46,743	0	NO CHANGE
207	Focus Partners Advisor Solutions, LLC	$234K	46,571	+13,969	ADD
208	Perigon Wealth Management, LLC	$232K	46,144	−831	TRIM
209	West Family Investments, Inc.	$228K	45,381	−3,353	TRIM
210	CHICAGO TRUST Co NA	$211K	42,000	0	NO CHANGE
211	Cromwell Holdings LLC	$211K	41,924	0	NO CHANGE
212	Beverly Hills Private Wealth, LLC	$210K	41,680	−3,615	TRIM
213	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$203K	36,965	+11,817	ADD
214	Bleakley Financial Group, LLC	$203K	40,305	+40,305	NEW
215	HUB Investment Partners, LLC	$202K	40,138	+5,487	ADD
216	Aspen Grove Capital, LLC	$201K	40,002	+40,002	NEW
217	ANGELES WEALTH MANAGEMENT, LLC	$200K	39,787	+19,190	ADD
218	Portside Wealth Group, LLC	$200K	39,706	+8,978	ADD
219	Purkiss Capital Advisors LLC	$197K	39,260	0	NO CHANGE
220	EntryPoint Capital, LLC	$195K	38,846	+38,846	NEW
221	Wedmont Private Capital	$185K	33,405	+1,141	ADD
222	Pathfinder Wealth Consulting, Inc.	$184K	36,529	−567	TRIM
223	LVW Advisors, LLC	$181K	35,971	+35,971	NEW
224	Ausdal Financial Partners, Inc.	$179K	35,488	+2,517	ADD
225	Addison Advisors LLC	$178K	35,430	−193	TRIM
226	Platform Technology Partners	$168K	33,489	−152	TRIM
227	Gateway Wealth Partners, LLC	$167K	33,237	+33,237	NEW
228	Granite Group Advisors, LLC	$166K	32,018	+32,018	NEW
229	GTS SECURITIES LLC	$165K	32,841	+32,841	NEW
230	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$164K	32,634	+8,331	ADD
231	SPWM Advisors LLC	$164K	31,474	−597	TRIM
232	Optas, LLC	$163K	32,412	−3,215	TRIM
233	FIFTH THIRD BANCORP	$163K	32,356	+22,056	ADD
234	Summit Financial, LLC	$158K	31,495	+208	ADD
235	Savvy Advisors, Inc.	$158K	31,319	+4,515	ADD
236	RIVERSEDGE ADVISORS, LLC	$148K	29,445	+406	ADD
237	NewEdge Advisors, LLC	$146K	28,997	+28,997	NEW
238	CacheTech Inc.	$142K	28,246	+28,246	NEW
239	Prosperity Consulting Group, LLC	$142K	28,200	−367	TRIM
240	GUGGENHEIM CAPITAL LLC	$140K	27,859	−318	TRIM
241	Keel Point, LLC	$138K	27,462	−8,656	TRIM
242	Continuum Advisory, LLC	$138K	27,436	+27,436	NEW
243	Keebeck Wealth Management	$138K	27,387	+27,387	NEW
244	HSBC HOLDINGS PLC	$138K	27,341	−5,127	TRIM
245	Kestra Advisory Services, LLC	$136K	27,032	−22,077	TRIM
246	Traveka Wealth, LLC	$133K	26,401	0	NO CHANGE
247	Ariadne Wealth Management, LP	$133K	26,381	0	NO CHANGE
248	XPONANCE LLC	$132K	26,306	+6,168	ADD
249	Meriwether Wealth & Planning, LLC	$132K	26,244	−3,370	TRIM
250	Integrity Financial Corp /WA	$129K	25,696	+25,696	NEW
251	New Republic Capital, LLC	$129K	25,572	−19,812	TRIM
252	STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	$128K	25,518	+25,518	NEW
253	Crumly & Associates Inc.	$128K	25,404	+1,789	ADD
254	ProVise Management Group, LLC	$127K	25,280	+453	ADD
255	Retirement Planning Co of New England, Inc.	$127K	25,218	+12	ADD
256	EP Wealth Advisors, LLC	$126K	25,096	−4,044	TRIM
257	Livet Wealth, LLC	$125K	24,931	−3,022	TRIM
258	Lifeworks Advisors, LLC	$125K	24,866	+631	ADD
259	55 North Private Wealth, LLC	$125K	24,798	−1,830	TRIM
260	Epoch Investment Partners, Inc.	$124K	24,694	+12,322	ADD
261	AIGEN INVESTMENT MANAGEMENT, LP	$124K	24,596	+24,596	NEW
262	OPPENHEIMER & CO INC	$124K	24,558	−781	TRIM
263	Flatrock Wealth Partners LLC	$123K	24,463	—	NO PRIOR
264	KEYNOTE FINANCIAL SERVICES LLC	$123K	24,400	0	NO CHANGE
265	Cooper Financial Group	$123K	24,377	+571	ADD
266	EVOKE WEALTH, LLC	$122K	24,257	+3,885	ADD
267	BALDWIN WEALTH PARTNERS LLC/MA	$121K	24,074	+1,883	ADD
268	Quintet Private Bank (Europe) S.A.	$121K	24,000	+24,000	NEW
269	PFG Advisors	$120K	23,764	−820	TRIM
270	TOWNSQUARE CAPITAL LLC	$118K	23,429	−3,624	TRIM
271	Equitable Holdings, Inc.	$117K	22,166	+22,166	NEW
272	CPA Asset Management Group, LLC	$117K	23,185	−1,289	TRIM
273	Choate Investment Advisors	$117K	23,163	0	NO CHANGE
274	CFO4Life Group, LLC	$115K	22,828	−4,331	TRIM
275	Steward Partners Investment Advisory, LLC	$109K	21,710	+4,002	ADD
276	Centurion Wealth Management LLC	$108K	21,544	−91	TRIM
277	Curated Wealth Partners LLC	$107K	21,353	0	NO CHANGE
278	D'Orazio & Associates, Inc.	$107K	21,190	0	NO CHANGE
279	Breakwater Capital Group	$106K	21,006	0	NO CHANGE
280	SCOTIA CAPITAL INC.	$105K	20,837	−292	TRIM
281	Paladin Wealth, LLC	$104K	20,612	+20,612	NEW
282	Pure Financial Advisors, LLC	$102K	20,296	+5,637	ADD
283	Impact Capital Partners LLC	$102K	20,204	+3,965	ADD
284	WEALTH ALLIANCE, LLC	$101K	20,058	−1,086	TRIM
285	71 West Capital Partners	$99.6K	19,799	+3,927	ADD
286	Berger Financial Group, Inc	$98.3K	19,547	0	NO CHANGE
287	Iron Gate Global Advisors LLC	$97.3K	19,336	+19,336	NEW
288	Warren Street Wealth Advisors, LLC	$96.5K	19,177	+3,088	ADD
289	Sage Investment Counsel LLC	$94.1K	18,700	−6,100	TRIM
290	SILVER OAK SECURITIES, INCORPORATED	$93.0K	18,491	+1,046	ADD
291	SteelPeak Wealth, LLC	$92.6K	18,416	+285	ADD
292	LAZARI CAPITAL MANAGEMENT, INC.	$90.3K	17,949	−42	TRIM
293	Capital Asset Advisory Services LLC	$89.4K	15,909	−666	TRIM
294	Aptus Capital Advisors, LLC	$89.4K	17,775	−1,094	TRIM
295	Federation des caisses Desjardins du Quebec	$87.6K	17,469	0	NO CHANGE
296	EARNED WEALTH ADVISORS, LLC	$87.4K	17,385	+4,025	ADD
297	Baird Financial Group, Inc.	$87.3K	17,348	+17,348	NEW
298	SYM FINANCIAL Corp	$84.5K	16,794	0	NO CHANGE
299	Intergy Private Wealth, LLC	$81.2K	16,137	+1,449	ADD
300	FIDUCIARY FINANCIAL GROUP, LLC	$81.2K	16,137	+1,027	ADD
301	RMR Wealth Builders	$80.8K	16,063	+16,063	NEW
302	Quantinno Capital Management LP	$80.1K	15,928	−53,931	TRIM
303	MAI Capital Management	$79.6K	15,826	+1,962	ADD
304	INSIGNEO ADVISORY SERVICES, LLC	$76.5K	15,199	+2,533	ADD
305	Resonant Capital Advisors, LLC	$76.1K	15,130	+15,130	NEW
306	Morningstar Investment Management LLC	$75.7K	15,050	−6,630	TRIM
307	Destiny Wealth Partners, LLC	$74.6K	14,840	0	NO CHANGE
308	Avior Wealth Management, LLC	$73.8K	14,673	+14,673	NEW
309	PharVision Advisers, LLC	$73.6K	14,629	+14,629	NEW
310	Clark Capital Management Group, Inc.	$73.5K	14,604	+14,604	NEW
311	Opal Wealth Advisors, LLC	$73.2K	14,552	+14,552	NEW
312	Octavia Wealth Advisors, LLC	$72.8K	14,478	−11,178	TRIM
313	August Group Capital Ltd	$72.5K	14,424	+293	ADD
314	MOODY NATIONAL BANK TRUST DIVISION	$72.5K	14,405	0	NO CHANGE
315	Simplicity Wealth,LLC	$71.9K	14,289	−2,242	TRIM
316	Robertson Stephens Wealth Management, LLC	$71.8K	14,280	+740	ADD
317	Cresset Asset Management, LLC	$71.7K	14,251	+14,251	NEW
318	BROWN ADVISORY INC	$71.3K	14,177	−7,018	TRIM
319	Rehmann Capital Advisory Group	$70.0K	13,916	+13,916	NEW
320	IMC-Chicago, LLC	$68.9K	13,703	+13,703	NEW
321	KINTRA WEALTH, LLC	$68.8K	13,675	−1,056	TRIM
322	HBK Sorce Advisory LLC	$68.6K	12,641	+866	ADD
323	LEGACY FINANCIAL GROUP, INC.	$68.3K	13,581	0	NO CHANGE
324	James Hambro & Partners LLP	$67.6K	13,473	0	NO CHANGE
325	ZACKS INVESTMENT MANAGEMENT	$67.3K	13,387	+1,212	ADD
326	Tanager Wealth Management LLP	$66.2K	13,170	+13,170	NEW
327	Rothschild Wealth LLC	$65.7K	13,071	+28	ADD
328	Great Diamond Partners, LLC	$65.6K	13,041	+196	ADD
329	Vann Equity Management LLC	$65.4K	12,994	—	NO PRIOR
330	Advisor OS, LLC	$65.2K	12,970	+12,970	NEW
331	Stonebrook Private Inc.	$63.6K	12,646	+12,646	NEW
332	Sowell Financial Services LLC	$63.4K	12,599	+1,273	ADD
333	Waverly Advisors, LLC	$62.5K	12,423	+2,138	ADD
334	Foster Group, Inc.	$62.3K	12,376	0	NO CHANGE
335	Diversified Enterprises, LLC	$61.9K	12,316	0	NO CHANGE
336	PFG Investments, LLC	$61.9K	12,313	0	NO CHANGE
337	NICOLET BANKSHARES INC	$61.4K	11,759	+11,759	NEW
338	First Pacific Financial	$61.2K	12,157	0	NO CHANGE
339	XXI WEALTH, LLC	$57.7K	11,472	+11,472	NEW
340	Klingman & Associates, LLC	$57.0K	11,332	+411	ADD
341	Tower Research Capital LLC (TRC)	$56.8K	11,287	+11,287	NEW
342	Gotham Asset Management, LLC	$55.9K	11,118	0	NO CHANGE
343	Everhart Financial Group, Inc.	$55.7K	11,065	+11,065	NEW
344	VestGen Advisors, LLC	$54.8K	10,522	+10,522	NEW
345	Holistic Financial Partners	$54.7K	10,874	0	NO CHANGE
346	JOURNEY STRATEGIC WEALTH LLC	$54.6K	10,846	+10,846	NEW
347	Owl Creek Wealth Partners LLC	$54.4K	10,807	—	NO PRIOR
348	CHERRYDALE WEALTH MANAGEMENT, LLC	$53.8K	10,694	0	NO CHANGE
349	Hoxton Planning & Management, LLC	$53.6K	10,657	0	NO CHANGE
350	Baron Wealth Management LLC	$53.2K	10,577	−64	TRIM
351	CRUX WEALTH ADVISORS	$53.2K	10,574	+384	ADD
352	DIVERSIFIED MANAGEMENT INC	$53.1K	10,548	+10,548	NEW
353	Dynamic Advisor Solutions LLC	$52.4K	10,421	−312	TRIM
354	OpenArc Corporate Advisory, LLC	$51.5K	10,239	+10,239	NEW
355	HALBERT HARGROVE GLOBAL ADVISORS, LLC	$50.8K	10,096	0	NO CHANGE
356	Soltis Investment Advisors LLC	$50.7K	10,076	+10,076	NEW
357	Legacy Capital Wealth Partners, LLC	$50.6K	10,051	+10,051	NEW
358	ENTERPRISE FINANCIAL SERVICES CORP	$50.3K	10,009	0	NO CHANGE
359	Shepherd Financial Partners LLC	$50.3K	10,000	0	NO CHANGE
360	Beaird Harris Wealth Management, LLC	$49.7K	9,886	+9,300	ADD
361	True Wealth Design, LLC	$47.7K	9,478	+3,913	ADD
362	Manchester Capital Management LLC	$41.1K	8,163	0	NO CHANGE
363	Parkside Financial Bank & Trust	$38.1K	7,570	+172	ADD
364	HM PAYSON & CO	$36.0K	7,150	0	NO CHANGE
365	SALEM INVESTMENT COUNSELORS INC	$35.2K	7,000	+7,000	NEW
366	Larson Financial Group LLC	$33.2K	6,605	+1,533	ADD
367	MATHER GROUP, LLC.	$29.7K	5,900	+5,900	NEW
368	JFS WEALTH ADVISORS, LLC	$21.2K	4,209	0	NO CHANGE
369	Acumen Wealth Advisors, LLC	$19.5K	3,883	+2,843	ADD
370	BROWN, LISLE/CUMMINGS, INC.	$17.2K	3,428	0	NO CHANGE
371	SHP Wealth Management	$17.0K	3,379	−1,039	TRIM
372	Harbor Asset Planning, Inc.	$14.8K	2,940	0	NO CHANGE
373	UMB Bank, n.a.	$14.1K	2,804	0	NO CHANGE
374	Bell Investment Advisors, Inc	$11.3K	2,248	−215	TRIM
375	SJS Investment Consulting Inc.	$10.6K	2,102	0	NO CHANGE
376	Glen Eagle Advisors, LLC	$10.6K	2,100	0	NO CHANGE
377	Retirement Wealth Solutions LLC	$9.5K	1,891	+264	ADD
378	Annis Gardner Whiting Capital Advisors, LLC	$9.5K	1,888	−910	TRIM
379	Intentional Wealth Strategies, LLC	$8.9K	1,776	—	NO PRIOR
380	Financial Freedom, LLC	$8.2K	1,622	+1,622	NEW
381	PROFFITT & GOODSON INC	$7.7K	1,539	0	NO CHANGE
382	Signature Equity Partners, LLC	$7.5K	1,485	+1,485	NEW
383	New England Capital Financial Advisors LLC	$6.6K	1,319	0	NO CHANGE
384	Truvestments Capital LLC	$6.5K	1,284	+1,284	NEW
385	Wilmington Savings Fund Society, FSB	$6.0K	1,184	−139	TRIM
386	WealthCollab, LLC	$5.3K	1,046	0	NO CHANGE
387	Hilltop National Bank	$5.0K	1,000	0	NO CHANGE
388	Spire Wealth Management	$4.0K	800	−129	TRIM
389	JNBA Financial Advisors	$3.9K	773	0	NO CHANGE
390	Physician Wealth Advisors, Inc.	$3.8K	746	0	NO CHANGE
391	FINANCIAL CONSULATE, INC	$3.7K	744	+529	ADD
392	Financial Network Wealth Advisors LLC	$3.7K	742	—	NO PRIOR
393	Abound Wealth Management	$3.1K	610	−268	TRIM
394	TD Capital Management LLC	$2.8K	550	−99	TRIM
395	Kilter Group LLC	$2.6K	512	+169	ADD
396	DecisionPoint Financial, LLC	$2.5K	500	0	NO CHANGE
397	JPL Wealth Management, LLC	$2.4K	474	+474	NEW
398	MV CAPITAL MANAGEMENT, INC.	$2.2K	437	+277	ADD
399	Burk Holdings LLC	$2.1K	427	+427	NEW
400	Transamerica Financial Advisors, LLC	$1.9K	381	−2,415	TRIM
401	Triumph Capital Management	$1.7K	343	+207	ADD
402	PARK AVENUE SECURITIES LLC	$1.7K	331,866	+8,479	ADD
403	MidFirst Bank	$1.6K	322	+322	NEW
404	Raleigh Capital Management Inc.	$1.4K	269	+269	NEW
405	CVA Family Office, LLC	$1.3K	255	0	NO CHANGE
406	Elevated Capital Advisors, LLC	$1.3K	253	0	NO CHANGE
407	Frazier Financial Advisors, LLC	$1.2K	242	+242	NEW
408	Geneos Wealth Management Inc.	$1.2K	237	0	NO CHANGE
409	WPG Advisers, LLC	$1.1K	223	0	NO CHANGE
410	Grove Bank & Trust	$1.1K	219	+219	NEW
411	American Capital Advisory, LLC	$1.1K	212	0	NO CHANGE
412	CENTRAL TRUST Co	$976	194	−70	TRIM
413	Key Capital Management, INC	$800	159	+159	NEW
414	Caitong International Asset Management Co., Ltd	$624	124	−17,396	TRIM
415	ACADIAN ASSET MANAGEMENT LLC	$555	110,572	−64,799	TRIM
416	Stone House Investment Management, LLC	$518	103	+103	NEW
417	Godfrey Financial Associates, Inc.	$478	95	0	NO CHANGE
418	Cassaday & Co Wealth Management LLC	$468	93	+93	NEW
419	GHP Investment Advisors, Inc.	$448	89	+89	NEW
420	TOTH FINANCIAL ADVISORY CORP	$353	70	0	NO CHANGE
421	NATURAL INVESTMENTS, LLC	$309	61,511	+397	ADD
422	Murphy & Mullick Capital Management Corp	$151	30	+30	NEW
423	ADVISORS MANAGEMENT GROUP INC /ADV	$129	25,691	+5,543	ADD
424	CHASE INVESTMENT COUNSEL CORP	$126	25,181	+25,181	NEW
425	Virtu Financial LLC	$122	24,166	+24,166	NEW
426	THRIVENT FINANCIAL FOR LUTHERANS	$93	18,555	+18,555	NEW
427	BANK HAPOALIM BM	$65	13,000	0	NO CHANGE
428	Walleye Capital LLC	$65	13	+13	NEW
429	Smithfield Trust Co	$2	497	0	NO CHANGE
430	NOMURA ASSET MANAGEMENT CO LTD	$0	0	0	NO CHANGE
431	Jefferies Financial Group Inc.	—	—	−14,851	EXIT
432	GLENMEDE TRUST CO NA	—	—	−122,364	EXIT
433	HARBOUR INVESTMENTS, INC.	—	—	−6,386	EXIT
434	JOHNSON INVESTMENT COUNSEL INC	—	—	−11,460	EXIT
435	NATIONAL BANK OF CANADA /FI/	—	—	−85,602	EXIT
436	OSTERWEIS CAPITAL MANAGEMENT INC	—	—	−2,532	EXIT
437	PALISADE CAPITAL MANAGEMENT, LP	—	—	−11,553	EXIT
438	EARNEST PARTNERS LLC	—	—	−36,814	EXIT
439	LOGAN CAPITAL MANAGEMENT INC	—	—	−1,258,776	EXIT
440	Hilltop Holdings Inc.	—	—	−24,084	EXIT
441	CIBC Private Wealth Group LLC	—	—	−14,802,992	EXIT
442	Magnetar Financial LLC	—	—	−23,645	EXIT
443	Walleye Trading LLC	—	—	−719	EXIT
444	AMG National Trust Bank	—	—	−38,263	EXIT
445	J.W. COLE ADVISORS, INC.	—	—	−12,338	EXIT
446	TWO SIGMA SECURITIES, LLC	—	—	−45,429	EXIT
447	OLD MISSION CAPITAL LLC	—	—	−104,383	EXIT
448	B. Riley Wealth Advisors, Inc.	—	—	−15,114	EXIT
449	HRT FINANCIAL LP	—	—	−314,721	EXIT
450	TWO SIGMA ADVISERS, LP	—	—	−332,200	EXIT
451	Genus Capital Management Inc.	—	—	−13,365	EXIT
452	FOX RUN MANAGEMENT, L.L.C.	—	—	−41,594	EXIT
453	Wealthspire Advisors, LLC	—	—	−22,749	EXIT
454	Clarius Group, LLC	—	—	−49,760	EXIT
455	SIMON QUICK ADVISORS, LLC	—	—	−10,253	EXIT
456	AlphaCore Capital LLC	—	—	−68,955	EXIT
457	Crewe Advisors LLC	—	—	−734	EXIT
458	Quaker Wealth Management, LLC	—	—	−573	EXIT
459	CreativeOne Wealth, LLC	—	—	−44,928	EXIT
460	Brio Consultants, LLC	—	—	−20,876	EXIT
461	Global Retirement Partners, LLC	—	—	−476,637	EXIT
462	Magnus Financial Group LLC	—	—	−15,711	EXIT
463	NICOLET ADVISORY SERVICES, LLC	—	—	−12,659	EXIT
464	CERTUITY, LLC	—	—	−13,737	EXIT
465	Concord Wealth Partners	—	—	−7,203	EXIT
466	Sage Mountain Advisors LLC	—	—	−24,681	EXIT
467	AlTi Global, Inc.	—	—	−15,794	EXIT
468	DV EQUITIES, LLC	—	—	−12,300	EXIT
469	Koss-Olinger Consulting, LLC	—	—	−231,342	EXIT
470	TUCKER ASSET MANAGEMENT LLC	—	—	−5,111	EXIT
471	AXXCESS WEALTH MANAGEMENT, LLC	—	—	−16,575	EXIT
472	Forum Financial Management, LP	—	—	−181,796	EXIT
473	SageView Advisory Group, LLC	—	—	−11,612	EXIT
474	Trajan Wealth LLC	—	—	−12,683	EXIT
475	TFB Advisors LLC	—	—	−21,524	EXIT
476	SAPIENT CAPITAL LLC	—	—	−20,314	EXIT
477	a16z Perennial Management, L.P.	—	—	−12,345	EXIT
478	FMB WEALTH MANAGEMENT	—	—	−11,812	EXIT
479	Wealth Watch Advisors, INC	—	—	−106	EXIT
480	J. Derek Lewis & Associates Inc.	—	—	−15,000	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · LYG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · LLOYDS BANKING GROUP PLC

Merged timeline of congressional filings and notable-manager moves on LYG
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed LYG — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).