Ken Fisher's LYG Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 21.5 M shares of Lloyds Banking Group plc (LYG) worth $125.37 M, representing 0.04% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in LYG, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 132.12 M shares. Largest reduction occurred in Q2 2026, reducing 132 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -132 M | Reduce 85.99% | 21.5 M | $5.83 |
| Q1 2026 | +2.25 M | Add 1.49% | 153.51 M | $5.03 |
| Q4 2025 | +1.3 M | Add 0.87% | 151.26 M | $5.30 |
| Q3 2025 | +1.13 M | Add 0.76% | 149.96 M | $4.54 |
| Q2 2025 | +16.71 M | Add 12.64% | 148.83 M | $4.25 |
| Q1 2025 | +132.12 M | New Buy | 132.12 M | $3.82 |
| Q1 2024 | -12,690 | Sold Out | 0 | $0.00 |
| Q4 2023 | -6,629 | Reduce 34.31% | 12,690 | $2.39 |
| Q3 2023 | +6,253 | Add 47.86% | 19,319 | $2.13 |
| Q2 2023 | +106 | Add 0.82% | 13,066 | $2.20 |
| Q1 2023 | -4,378 | Reduce 25.25% | 12,960 | $2.32 |
| Q4 2022 | +4,100 | Add 30.97% | 17,338 | $2.19 |
| Q3 2022 | +242 | Add 1.86% | 13,238 | $1.81 |
| Q2 2022 | -293 | Reduce 2.20% | 12,996 | $2.08 |
| Q1 2022 | -4,559 | Reduce 25.54% | 13,289 | $2.41 |
| Q4 2021 | -10,299 | Reduce 36.59% | 17,848 | $2.58 |
| Q3 2021 | +10,405 | Add 58.65% | 28,147 | $2.45 |
| Q2 2021 | +270 | Add 1.55% | 17,742 | $2.54 |
| Q1 2021 | -21,348 | Reduce 54.99% | 17,472 | $2.35 |
| Q4 2020 | +20,397 | Add 110.71% | 38,820 | $1.96 |
| Q3 2020 | -358 | Reduce 1.91% | 18,423 | $1.30 |
| Q2 2020 | -20,860 | Reduce 52.62% | 18,781 | $1.49 |
| Q1 2020 | -3,202 | Reduce 7.47% | 39,641 | $1.51 |
| Q4 2019 | -21,141 | Reduce 33.04% | 42,843 | $3.31 |
| Q3 2019 | -19,326 | Reduce 23.20% | 63,984 | $2.64 |
| Q2 2019 | -119,890 | Reduce 59.00% | 83,310 | $2.84 |
| Q1 2019 | -203,164 | Reduce 50.00% | 203,200 | $3.21 |
| Q4 2018 | -88.6 M | Reduce 99.54% | 406,364 | $2.56 |
| Q3 2018 | -29.44 M | Reduce 24.85% | 89 M | $3.04 |
| Q2 2018 | +2.84 M | Add 2.46% | 118.44 M | $3.33 |
| Q1 2018 | -7.41 M | Reduce 6.02% | 115.6 M | $3.72 |
| Q4 2017 | +3.74 M | Add 3.14% | 123.01 M | $3.75 |
| Q3 2017 | +2.67 M | Add 2.29% | 119.27 M | $3.66 |
| Q2 2017 | +13.26 M | Add 12.83% | 116.59 M | $3.53 |
| Q1 2017 | -1.92 M | Reduce 1.83% | 103.34 M | $3.40 |
| Q4 2016 | -2.15 M | Reduce 2.00% | 105.26 M | $3.10 |
| Q3 2016 | +23.82 M | Add 28.50% | 107.41 M | $2.87 |
| Q2 2016 | -684,325 | Reduce 0.81% | 83.59 M | $2.87 |
| Q1 2016 | -1.62 M | Reduce 1.89% | 84.27 M | $3.93 |
| Q4 2015 | +667,347 | Add 0.78% | 85.89 M | $4.36 |
| Q3 2015 | -553,825 | Reduce 0.65% | 85.23 M | $4.60 |
| Q2 2015 | -705,117 | Reduce 0.82% | 85.78 M | $5.43 |
| Q1 2015 | -1.54 M | Reduce 1.75% | 86.48 M | $4.67 |
| Q4 2014 | -47.65 M | Reduce 35.12% | 88.03 M | $4.64 |
| Q3 2014 | +1.15 M | Add 0.85% | 135.68 M | $5.04 |
| Q2 2014 | +53.06 M | Add 65.13% | 134.53 M | $5.14 |
| Q1 2014 | +7.5 M | Add 10.15% | 81.47 M | $5.09 |
| Q4 2013 | +73.97 M | New Buy | 73.97 M | $5.32 |
Ken Fisher's Lloyds Banking Group plc Investment FAQs
Ken Fisher first purchased Lloyds Banking Group plc (LYG) in Q4 2013, acquiring 73,965,265 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Lloyds Banking Group plc (LYG) for 48 quarters since Q4 2013.
Ken Fisher's largest addition to Lloyds Banking Group plc (LYG) was in Q1 2025, adding 132,122,777 shares worth $504.71 M.
According to the latest 13F filing for Q2 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 21,504,433 shares of Lloyds Banking Group plc (LYG), valued at approximately $125.37 M.
As of the Q2 2026 filing, Lloyds Banking Group plc (LYG) represents approximately 0.04% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Lloyds Banking Group plc (LYG) was 153,508,612 shares, as reported at the end of Q1 2026.