Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lloyds Banking Group plc (LYG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +60
Streak
8Q ▲
Buyers last Q
63%

Smart Money Signals — LYG

Based on 570 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
570 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.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+124 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 63% buying

342 buying198 selling
Last quarter: 342 funds were net buyers (117 opened a brand new position + 225 added to an existing one). Only 198 were sellers (141 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new LYG position: 86 → 54 → 92 → 117. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 25% new
298 out of 570 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.
📈

Growing discovery — still being found

58 → 86 → 54 → 92 → 117 new funds/Q
New funds entering each quarter: 86 → 54 → 92 → 117. A growing number of institutions are discovering LYG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 30% newcomers

■ 57% veterans ■ 12% 1-2yr ■ 30% new
Entry-cohort mix of 582 holders: 334 (57%) are 2+ year veterans, 71 entered 1–2 years ago, and 177 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
41 of 566 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — LYG

In 2026 Q1, 342 hedge funds were net buyers of LYG (117 opened a new position, 225 added to an existing one), while 198 reduced or exited (141 trimmed, 57 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in LYG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +60 funds (more new holders than closures). Total institutional holders: 570.

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.

Is It Too Late to Buy Lloyds Banking Group plc (LYG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LYG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
LYG
nan%
XLF
+9.5%

LYG outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
LYG
nan%
XLF
+5.8%

Since the filing became public, LYG outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: LYG
565 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 565 510 10.78%
13F Shares 591M 508M 16.47%
Total Value $2.93B $2.70B 8.59%
New Positions 114 92 +22
Increased Positions 222 206 +16
Closed Positions 59 54 +5
Reduced Positions 136 122 +14
Total Calls 10 4 150.0%
Total Puts 6 4 50.0%
PUT/CALL Ratio 0.6 1.0 Bullish

Statistics: LYG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

565 + investors

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

QUARTER:
Top 25 LYG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mondrian Investment Partners LTD 3.90% 51,869,580 $260.9M
2 Royal Palms Capital LLC 1.87% 375,661 $1.9M
3 Twin City Private Wealth, LLC 1.34% 350,118 $1.8M
4 Henry James International Management Inc. 1.24% 680,994 $3.4M
5 Symmetry Investments LP 1.10% 2,002,600 $10.1M
6 Beck Bode, LLC 0.96% 1,124,456 $5.7M
7 Integrated Quantitative Investments LLC 0.83% 904,608 $4.6M
8 HF Advisory Group, LLC 0.67% 388,376 $2.0M
9 JCIC Asset Management Inc. 0.64% 416,850 $2.1M
10 Symmetry Investments LP 0.50% 911,500 $4.6M
11 Van Diest Capital, LLC 0.50% 126,384 $636K
12 Crossmark Global Holdings, Inc. 0.36% 4,853,365 $24.4M
13 Revisor Wealth Management LLC 0.34% 246,146 $1.2M
14 Papamarkou Wellner Asset Management inc. 0.32% 104,100 $524K
15 Gallacher Capital Management LLC 0.32% 164,292 $826K
16 Wcm Investment Management, LLC 0.29% 26,548,234 $128.2M
17 Cetera Trust Company, N.A 0.28% 99,725 $502K
18 Logan Capital Management Inc 0.27% 1,212,342 $6.1M
19 Traub Capital Management LLC 0.26% 53,050 $267K
20 Fisher Asset Management, LLC 0.26% 153,508,612 $772.1M
21 Tranquilli Financial Advisor LLC 0.24% 80,161 $403K
22 Naviter Wealth, LLC 0.23% 367,861 $1.9M
23 Legacy Wealth Asset Management, LLC 0.21% 174,017 $875K
24 Stronghold Wealth Management L.L.C. 0.20% 26,775 $135K
25 Sivia Capital Partners, LLC 0.20% 207,900 $1.0M
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 — 8 quarters in a row: For 8 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: 342 funds were net buyers (117 opened a brand new position + 225 added to an existing one). Only 198 were sellers (141 trimmed + 57 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: 41 of 566 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?

52% of holders stayed for 2+ years: 298 out of 570 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.

Is it too late to buy Lloyds Banking Group plc (LYG) following the 2026 Q1 hedge fund 13F filings?

As of today, LYG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), LYG has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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