Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lloyds Banking Group plc (LYG)

607 + 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
↑ +42
Streak
9Q ▲
Buyers last Q
64%

Smart Money Signals — LYG

Based on 614 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
614 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 — +30% more funds vs a year ago

fund count last 6Q
+142 new funds entered over the past year (+30% 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 — 64% buying

367 buying208 selling
Last quarter: 367 funds were net buyers (100 opened a brand new position + 267 added to an existing one). Only 208 were sellers (150 trimmed + 58 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 54 → 93 → 118 → 100. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 20% medium ■ 26% new
330 out of 614 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.
💰

Value +17% but shares only +1% — price-driven

Value
+16%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +17%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

87 → 54 → 93 → 118 → 100 new funds/Q
New funds entering each quarter: 54 → 93 → 118 → 100. A growing number of institutions are discovering LYG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 31% newcomers

■ 58% veterans ■ 12% 1-2yr ■ 31% new
Entry-cohort mix of 624 holders: 361 (58%) are 2+ year veterans, 72 entered 1–2 years ago, and 191 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
42 of 610 holders are among the 100 largest funds by AUM, controlling 59% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q2, 367 hedge funds were net buyers of LYG (100 opened a new position, 267 added to an existing one), while 208 reduced or exited (150 trimmed, 58 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in LYG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 614.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 4 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: LYG
607 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 607 572 6.12%
13F Shares 598M 592M 1.03%
Total Value $3.43B $2.94B 16.8%
New Positions 100 118 -18
Increased Positions 265 223 +42
Closed Positions 61 58 +3
Reduced Positions 144 138 +6
Total Calls 9 10 -10.0%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 0.56 0.6 Bullish

Statistics: LYG

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Financial Highlights

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Institutional Holders (2026 Q2)

607 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Farringdon Capital, Ltd. 5.19% 1,797,519 $10.5M
2 Mondrian Investment Partners LTD 4.49% 49,945,225 $291.2M
3 Abc Arbitrage SA 3.58% 5,689,418 $33.2M
4 Henry James International Management Inc. 2.02% 1,157,361 $6.7M
5 Royal Palms Capital LLC 1.92% 374,661 $2.2M
6 Symmetry Investments LP 1.46% 3,702,600 $21.6M
7 Twin City Private Wealth, LLC 1.45% 355,605 $2.1M
8 Beck Bode, LLC 1.00% 1,138,120 $6.6M
9 Integrated Quantitative Investments LLC 0.98% 1,029,049 $6.0M
10 NINE MASTS CAPITAL Ltd 0.81% 1,384,610 $8.1M
11 HF Advisory Group, LLC 0.80% 445,833 $2.6M
12 JCIC Asset Management Inc. 0.64% 416,850 $2.1M
13 Aquatic Capital Management LLC 0.39% 1,964,677 $11.5M
14 Papamarkou Wellner Asset Management inc. 0.38% 104,100 $607K
15 Crossmark Global Holdings, Inc. 0.37% 4,844,087 $28.2M
16 Gallacher Capital Management LLC 0.35% 107,239 $625K
17 Revisor Wealth Management LLC 0.34% 243,650 $1.4M
18 Van Diest Capital, LLC 0.32% 61,605 $359K
19 Logan Capital Management Inc 0.30% 1,374,230 $8.0M
20 Cetera Trust Company, N.A 0.29% 99,725 $581K
21 Traub Capital Management LLC 0.28% 53,050 $309K
22 Larry Mathis Financial Planning, LLC 0.28% 58,725 $342K
23 Symmetry Investments LP 0.27% 693,000 $4.0M
24 Wcm Investment Management, LLC 0.27% 26,155,105 $150.4M
25 Tranquilli Financial Advisor LLC 0.26% 83,749 $488K
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 — 9 quarters in a row: For 9 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 — 64% buying: Last quarter: 367 funds were net buyers (100 opened a brand new position + 267 added to an existing one). Only 208 were sellers (150 trimmed + 58 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LYG holders?

Elite ownership — 59% AUM from top-100 funds: 42 of 610 holders are among the 100 largest funds by AUM, controlling 59% 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?

54% of holders stayed for 2+ years: 330 out of 614 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.

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