Morningstar Investment Management LLC
Position in LYG — Lloyds Banking Group plc
CIK 1673385
CHICAGO, IL
Position in LYG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$87,741
+$12,040 QoQ
Shares Held
15,050
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#406
of 608 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Morningstar Investment Management LLC holds $14,877,220 across 6 Banks - Regional names. LYG ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
107,519 | $6,494,147 | |
| 2 | FITB |
Fifth Third Bancorp
|
49,983 | $2,817,541 | |
| 3 | KEY |
Keycorp /New/
|
120,607 | $2,779,991 | |
| 4 | TFC |
Truist Financial Corp
|
47,479 | $2,365,403 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,350 | $332,397 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
15,050 | $87,741 |
All Filings in LYG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,741 | 15,050 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $75,701 | 15,050 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $114,904 | 21,680 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $98,427 | 21,680 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||