Marshall Wace’s Lloyds Banking Group LYG Stock Holding History

Marshall Wace’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.6M	Buy	+4,885,905	New	+$26.8M	0.02%	626
2025 Q3	–	Sell	-341,760	Closed	-$1.45M	–	3183
2025 Q2	$1.45M	Sell	341,760 -305,652	-47%	-$1.21M	﹤0.01%	1701
2025 Q1	$2.47M	Buy	+647,412	New	+$2.14M	﹤0.01%	1381
2024 Q2	–	Sell	-493,464	Closed	-$1.28M	–	2776
2024 Q1	$1.28M	Buy	+493,464	New	+$1.13M	﹤0.01%	1549
2023 Q3	–	Sell	-232,318	Closed	-$511K	–	2484
2023 Q2	$511K	Buy	+232,318	New	+$533K	﹤0.01%	1974
2022 Q2	–	Sell	-3,450,066	Closed	-$8.31M	–	3680
2022 Q1	$8.31M	Buy	3,450,066 +2,747,440	+391%	+$7.31M	0.02%	1009
2021 Q4	$1.79M	Buy	+702,626	New	+$1.79M	﹤0.01%	2110
2021 Q3	–	Sell	-13,369	Closed	-$34K	–	3261
2021 Q2	$34K	Buy	+13,369	New	+$34.3K	﹤0.01%	2579

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace's LYG Position: Q1 2026 in Review

Marshall Wace opened a new position in Lloyds Banking Group (LYG) in Q1 2026: 4,885,905 shares worth $24.6M. The stake represents 0.02% of the portfolio and ranks #626 among its holdings. This is a return to the name: Marshall Wace previously reported a position in LYG as recently as Q2 2025.

Marshall Wace first reported a position in LYG in Q2 2021 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Marshall Wace held 4,885,905 shares of Lloyds Banking Group worth $24.6M as of Q1 2026.
Lloyds Banking Group was a new Marshall Wace position in Q1 2026.
Lloyds Banking Group made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #626 holding.
Marshall Wace first reported a position in Lloyds Banking Group in Q2 2021 and has held it in 8 quarters since.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.