Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LLOYDS BANKING GROUP PLC (LYG)

493 + Investors. Track Smart Money conviction in LYG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
7Q ▲
Buyers last Q
63%

Smart Money Signals — LYG

Based on 485 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added LYG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
485 hedge funds hold LYG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

287 buying171 selling
Last quarter: 287 funds were net buyers (88 opened a brand new position + 199 added to an existing one). Only 171 were sellers (119 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new LYG position: 55 → 78 → 53 → 88. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 22% medium 22% new
272 out of 485 hedge funds have held LYG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+12% value, -4% shares)

Value
+12%
Shares
-3%
Last quarter: total value of institutional LYG holdings rose +12% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~88 new funds/quarter

50 → 55 → 78 → 53 → 88 new funds/Q
New funds entering each quarter: 55 → 78 → 53 → 88. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 16% 1-2yr 27% new
Of 493 current holders: 284 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
29 of 485 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in LYG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LYG

How many hedge funds hold LYG — quarterly history vs. share price
Quarterly hedge fund ownership of LYG vs. share price

Market Analysis: LYG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LYG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: LYG
2026 Q1 Stats Unlock in 15 days 493 + Investors

Track Smart Money conviction in LYG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 493 455 8.35%
13F Shares 507M 526M -3.72%
Total Value $2.69B $2.39B 12.46%
New Positions 88 53 +35
Increased Positions 213 195 +18
Closed Positions 52 50 +2
Reduced Positions 125 146 -21
Total Calls 4 3 33.33%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: LYG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

493 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LYG. Verified SEC 13F-HR filings.

Top 25 institutional holders of LYG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mondrian Investment Partners LTD 3.90% 51,869,580 $260.9M
2 TWIN CITY PRIVATE WEALTH, LLC 1.34% 350,118 $1.8M
3 Henry James International Management Inc. 1.24% 680,994 $3.4M
4 HF Advisory Group, LLC 0.67% 388,376 $2.0M
5 JCIC Asset Management Inc. 0.64% 416,850 $2.1M
6 Revisor Wealth Management LLC 0.34% 246,146 $1.2M
7 Traub Capital Management LLC 0.26% 53,050 $267K
8 Naviter Wealth, LLC 0.23% 367,861 $1.9M
9 Legacy Wealth Asset Management, LLC 0.21% 174,017 $875K
10 Stronghold Wealth Management L.L.C. 0.20% 26,775 $135K
11 Aegis Wealth Management LLC 0.19% 66,532 $335K
12 Arlington Capital Management, Inc. 0.16% 56,043 $282K
13 Hilton Head Capital Partners, LLC 0.15% 52,625 $265K
14 BTC Capital Management, Inc. 0.14% 414,883 $2.1M
15 MARINO, STRAM & ASSOCIATES LLC 0.14% 151,840 $764K
16 Quantum Portfolio Management LLC 0.14% 62,279 $313K
17 SmartHarvest Portfolios, LLC 0.13% 64,156 $323K
18 Pathfinder Wealth Consulting, Inc. 0.12% 36,529 $184K
19 Cromwell Holdings LLC 0.12% 41,924 $211K
20 Ethic Inc. 0.12% 1,478,629 $7.4M
21 Patriot Financial Group Insurance Agency, LLC 0.11% 390,092 $2.0M
22 FDx Advisors, Inc. 0.11% 66,378
23 Sage Investment Counsel LLC 0.10% 18,700 $94K
24 Granite Group Advisors, LLC 0.10% 32,018 $166K
25 Five Oceans Advisors 0.10% 54,791 $276K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LLOYDS BANKING GROUP PLC (LYG)

What does the Smart Money Trend signal show for LYG?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added LYG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LYG?

More buyers than sellers — 63% buying: Last quarter: 287 funds were net buyers (88 opened a brand new position + 199 added to an existing one). Only 171 were sellers (119 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LYG holders?

Elite ownership — 65% AUM from top-100 funds: 29 of 485 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in LYG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LYG?

56% of holders stayed for 2+ years: 272 out of 485 hedge funds have held LYG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.