LYG — Lloyds Banking Group PLC Institutional Holders · Q3 2026

Name: Who Owns LYG? 28 Institutions Hold $12.4M (Q3 2026)
Creator: ko.io

Who owns Lloyds Banking Group PLC (LYG)? 28 institutions reported holding $12.40M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($5.7M), HF Advisory Group, LLC ($2.6M), Legacy Wealth Asset Management, LLC ($950,085).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$5.7M	1.0M	Trimmed
2	HF Advisory Group, LLC	$2.6M	453,004	Added
3	Legacy Wealth Asset Management, LLC	$950,085	168,754	Trimmed
4	Farther Finance Advisors, LLC	$615,787	109,376	Added
5	GAMMA Investing LLC	$578,421	102,739	Added
6	Valeo Financial Advisors, LLC	$332,071	58,982	Added
7	RIVERSEDGE ADVISORS, LLC	$251,453	44,663	Added
8	Cooper Financial Group	$229,378	40,742	Added
9	Crumly & Associates Inc.	$141,217	25,083	Added
10	Versant Capital Management, Inc	$138,121	24,533	Added
11	Wedmont Private Capital	$137,785	25,611	Trimmed
12	Breakwater Capital Group	$117,870	20,936	Trimmed
13	Avidian Wealth Enterprises, LLC	$83,940	14,909	Added
14	PARK NATIONAL CORP /OH/	$81,866	14,541	Trimmed
15	MOODY NATIONAL BANK TRUST DIVISION	$81,100	14,405	Hold
16	LifeGoal Investments, LLC	$78,758	13,989	New
17	Aletheian Wealth Advisors LLC	$69,654	12,372	Added
18	Vann Equity Management LLC	$67,820	12,046	Trimmed
19	Everhart Financial Group, Inc.	$67,785	12,040	Added
20	EASTERN BANK	$43,160	7,666	New
21	Planning Strategies Inc.	$13,732	2,439	Added
22	Retirement Wealth Solutions LLC	$10,225	1,816	Trimmed
23	Grove Bank & Trust	$9,183	1,631	Added
24	GK Wealth Management LLC	$6,355	1,129	New
25	CX Institutional	$5,000	880	Added

Source: SEC Form 13F filings · as of 2026-09-30