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Joel Greenblatt’s LYG Holdings & Trades

First Buy
Q4 2025
Duration Held
3 Quarters
Largest Add
Q4 2025
+11,118 Shares
Current Position
11,118 Shares
$64,818 Value

Joel Greenblatt's LYG Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 11,118 shares of Lloyds Banking Group plc (LYG) worth $64,818, representing 0.00% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.

Based on 13F filings, Joel Greenblatt has maintained this position in LYG for several quarters, showing initial confidence in the investment.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Lloyds Banking Group plc (LYG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Lloyds Banking Group plc (LYG) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +11,118 New Buy 11,118 $5.30

Joel Greenblatt's Lloyds Banking Group plc Investment FAQs

Joel Greenblatt first purchased Lloyds Banking Group plc (LYG) in Q4 2025, acquiring 11,118 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Lloyds Banking Group plc (LYG) for 3 quarters since Q4 2025.

Joel Greenblatt's largest addition to Lloyds Banking Group plc (LYG) was in Q4 2025, adding 11,118 shares worth $58,925.

According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 11,118 shares of Lloyds Banking Group plc (LYG), valued at approximately $64,818.

As of the Q2 2026 filing, Lloyds Banking Group plc (LYG) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Lloyds Banking Group plc (LYG) was 11,118 shares, as reported at the end of Q4 2025.