Who holds LYGticker 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 ↗

430

holders13F filers reporting this class for the quarter ended 2026-03-31

$1.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

256

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$1K–$15K

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed LYG — the congressional view ↗