Morgan Stanley
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Morgan Stanley’s Lloyds Banking Group LYG Stock Holding History

Morgan Stanley’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 		$128M Buy
25,369,793
+1,684,249
+7% +$9.24M 0.01% 1243
2025
Q4 		$126M Sell
23,685,544
-1,777,282
-7% -$8.61M 0.01% 1255
2025
Q3 		$116M Buy
25,462,826
+818,611
+3% +$3.58M 0.01% 1288
2025
Q2 		$105M Buy
24,644,215
+4,054,888
+20% +$16.1M 0.01% 1283
2025
Q1 		$78.7M Sell
20,589,327
-1,168,293
-5% -$3.86M 0.01% 1428
2024
Q4 		$59.2M Buy
21,757,620
+2,001,751
+10% +$5.72M ﹤0.01% 1683
2024
Q3 		$61.6M Buy
19,755,869
+1,368,470
+7% +$4.11M ﹤0.01% 1640
2024
Q2 		$50.2M Buy
18,387,399
+1,188,704
+7% +$3.19M ﹤0.01% 1750
2024
Q1 		$44.5M Sell
17,198,695
-21,198,813
-55% -$48.6M ﹤0.01% 1872
2023
Q4 		$91.8M Buy
38,397,508
+19,036,828
+98% +$40.8M ﹤0.01% 1816
2023
Q3 		$41.2M Sell
19,360,680
-10,054
-0.1% -$21.8K ﹤0.01% 1760
2023
Q2 		$42.6M Buy
19,370,734
+765,591
+4% +$1.76M ﹤0.01% 1716
2023
Q1 		$43.2M Buy
18,605,143
+4,522,518
+32% +$10.9M ﹤0.01% 1678
2022
Q4 		$31M Sell
14,082,625
-1,144,637
-8% -$2.35M ﹤0.01% 1930
2022
Q3 		$27.3M Buy
15,227,262
+2,392,791
+19% +$4.97M ﹤0.01% 1869
2022
Q2 		$26.2M Buy
12,834,471
+11,381,424
+783% +$25.1M ﹤0.01% 1996
2022
Q1 		$3.5M Sell
1,453,047
-1,337,804
-48% -$3.56M ﹤0.01% 4052
2021
Q4 		$7.12M Buy
2,790,851
+22,040
+0.8% +$56.2K ﹤0.01% 3340
2021
Q3 		$6.78M Sell
2,768,811
-11,011,142
-80% -$27M ﹤0.01% 3358
2021
Q2 		$35.1M Buy
13,779,953
+11,458,529
+494% +$29.4M ﹤0.01% 1596
2021
Q1 		$5.39M Buy
2,321,424
+1,273,217
+121% +$2.64M ﹤0.01% 3328
2020
Q4 		$2.06M Buy
1,048,207
+266,112
+34% +$448K ﹤0.01% 4134
2020
Q3 		$1.02M Sell
782,095
-130,122
-14% -$182K ﹤0.01% 4205
2020
Q2 		$1.37M Sell
912,217
-653,562
-42% -$980K ﹤0.01% 3926
2020
Q1 		$2.36M Buy
1,565,779
+319,517
+26% +$823K ﹤0.01% 3221
2019
Q4 		$4.13M Buy
1,246,262
+252,495
+25% +$764K ﹤0.01% 3405
2019
Q3 		$2.62M Sell
993,767
-228,860
-19% -$594K ﹤0.01% 3547
2019
Q2 		$3.47M Sell
1,222,627
-243,802
-17% -$754K ﹤0.01% 3292
2019
Q1 		$4.71M Buy
1,466,429
+236,138
+19% +$722K ﹤0.01% 2774
2018
Q4 		$3.15M Sell
1,230,291
-460,974
-27% -$1.31M ﹤0.01% 3379
2018
Q3 		$5.14M Buy
1,691,265
+470,198
+39% +$1.51M ﹤0.01% 3151
2018
Q2 		$4.07M Sell
1,221,067
-62,213
-5% -$221K ﹤0.01% 3385
2018
Q1 		$4.77M Buy
1,283,280
+30,973
+2% +$120K ﹤0.01% 3072
2017
Q4 		$4.7M Buy
1,252,307
+85,091
+7% +$307K ﹤0.01% 3175
2017
Q3 		$4.27M Buy
1,167,216
+163,724
+16% +$570K ﹤0.01% 3133
2017
Q2 		$3.54M Sell
1,003,492
-40,369
-4% -$143K ﹤0.01% 3250
2017
Q1 		$3.55M Buy
1,043,861
+228,765
+28% +$771K ﹤0.01% 3239
2016
Q4 		$2.53M Buy
815,096
+63,254
+8% +$185K ﹤0.01% 3718
2016
Q3 		$2.16M Sell
751,842
-1,155,015
-61% -$3.43M ﹤0.01% 3444
2016
Q2 		$5.66M Sell
1,906,857
-169,753
-8% -$664K ﹤0.01% 2501
2016
Q1 		$8.2M Sell
2,076,610
-1,101,578
-35% -$4.27M ﹤0.01% 2034
2015
Q4 		$13.9M Sell
3,178,188
-2,190,828
-41% -$9.93M 0.01% 1711
2015
Q3 		$24.7M Sell
5,369,016
-21,790
-0.4% -$109K 0.01% 1225
2015
Q2 		$29.3M Buy
5,390,806
+56,641
+1% +$295K 0.01% 1197
2015
Q1 		$24.9M Buy
5,334,165
+195,592
+4% +$911K 0.01% 1285
2014
Q4 		$23.8M Sell
5,138,573
-930,042
-15% -$4.5M 0.01% 1332
2014
Q3 		$30.6M Sell
6,068,615
-124,761
-2% -$628K 0.01% 1116
2014
Q2 		$31.8M Buy
6,193,376
+218,563
+4% +$1.13M 0.01% 1072
2014
Q1 		$30.4M Buy
5,974,813
+2,405,795
+67% +$13.1M 0.01% 1064
2013
Q4 		$19M Buy
3,569,018
+2,461,060
+222% +$12.3M 0.01% 1389
2013
Q3 		$5.33M Buy
1,107,958
+928,595
+518% +$4.19M ﹤0.01% 2371
2013
Q2 		$689K Buy
+179,363
New +$624K ﹤0.01% 4024

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley's LYG Position: Q1 2026 in Review

Morgan Stanley increased its Lloyds Banking Group (LYG) stake by 7.1% in Q1 2026, buying an estimated $9.24M and bringing the position to 25,369,793 shares worth $128M. The position accounts for 0.01% of the portfolio, ranked #1243.

Morgan Stanley first reported a position in LYG in Q2 2013 and has held it in 52 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Morgan Stanley held 25,369,793 shares of Lloyds Banking Group worth $128M as of Q1 2026.
  • Morgan Stanley bought 1,684,249 Lloyds Banking Group shares in Q1 2026, an estimated $9.24M.
  • Lloyds Banking Group made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1243 holding.
  • Morgan Stanley first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 52 quarters since.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.