Stock ownership · SEC 13F · Q4 2025

LLOYDS BANKING GROUP PLC

Who owns LLOYDS BANKING GROUP PLC (CUSIP 539439109)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$303K
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $303K in LLOYDS BANKING GROUP PLC positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$303K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 539439109 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $0.3M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - LLOYDS BANKING GROUP PLC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of LLOYDS BANKING GROUP PLC
  1. 1
    Anchor Investment Management, LLC $286K
  2. 2
    Bell Investment Advisors, Inc $13K
  3. 3
    TD Capital Management LLC $3K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a LLOYDS BANKING GROUP PLC position has risen from 2 to 3 over the last 8 quarters of 13F filings.

0246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding LLOYDS BANKING GROUP PLC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Anchor Investment Management, LLC 54,000 $286K 94.6%
2 Bell Investment Advisors, Inc 2,463 $13K 4.3%
3 TD Capital Management LLC 649 $3K 1.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among LLOYDS BANKING GROUP PLC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

Anchor Investment Management, LLC $286K

Complete exits (6)

Ariadne Wealth Management, LP exited
Asset Dedication, LLC exited
CIBC Private Wealth Group LLC exited
Strategic Advocates LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold LLOYDS BANKING GROUP PLC?▼
LLOYDS BANKING GROUP PLC is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of LLOYDS BANKING GROUP PLC?▼
Institutions report $303K of LLOYDS BANKING GROUP PLC as of Q4 2025.
How concentrated is ownership of LLOYDS BANKING GROUP PLC?▼
The top five institutional holders account for 100% of the reported institutional value in LLOYDS BANKING GROUP PLC, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of LLOYDS BANKING GROUP PLC?▼
Anchor Investment Management, LLC is the largest reported holder of LLOYDS BANKING GROUP PLC with $286K across 54,000 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.