Lloyds Banking Group plc
LYG- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0001160106
No open-market purchases or sales by Lloyds Banking Group plc insiders were filed in the last 90 days; 613 institutions reported holding it in 13F filings for Q2 2026, worth $3.45B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Lloyds Banking Group plc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 243
- +17 vs. Q1 2021
- Shares held
- 271.4M
- +25.0M (+10.1%) vs. Q1 2021
- Total value
- $688.5M
- +$115.3M (+20.1%) vs. Q1 2021
- New holders
- 38
- 101 more added
- Sold out
- 21
- 50 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LYG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 613 | $3.45B |
| Q1 2026 | 572 | $3.07B |
| Q4 2025 | 517 | $2.69B |
| Q3 2025 | 480 | $2.40B |
| Q2 2025 | 478 | $2.15B |
| Q1 2025 | 455 | $2.05B |
| Q4 2024 | 456 | $1.14B |
| Q3 2024 | 431 | $1.26B |
| Q2 2024 | 425 | $1.05B |
| Q1 2024 | 389 | $961.5M |
| Q4 2023 | 392 | $869.0M |
| Q3 2023 | 351 | $677.7M |
| Q2 2023 | 342 | $769.2M |
| Q1 2023 | 330 | $809.7M |
| Q4 2022 | 320 | $781.1M |
| Q3 2022 | 298 | $656.4M |
| Q2 2022 | 298 | $668.1M |
| Q1 2022 | 298 | $748.6M |
| Q4 2021 | 282 | $708.3M |
| Q3 2021 | 255 | $612.5M |
| Q2 2021 | 243 | $688.5M |
| Q1 2021 | 228 | $573.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 333 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 190 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 263 | $671 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 345 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 474 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 263 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 487 | $1.00K | 0.00% | −1−0.2% | Reduced |
| Retirement Group, LLC | 290 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 225 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 741 | $2.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 688 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 594 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 843 | $2.00K | 0.00% | +605+254.2% | Added |
| Sofos Investments, Inc. | 2,833 | $3.00K | 0.00% | −217−7.1% | Reduced |
| Freedman Financial Associates, Inc. | 1,012 | $3.00K | 0.00% | −500−33.1% | Reduced |
| Whittier Trust Co | 1,353 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,007 | $3.00K | 0.00% | +1,007 | New |
| Evolution Wealth Advisors, LLC | 1,200 | $3.00K | 0.00% | +1,200 | New |
| Asset Dedication, LLC | 1,671 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,471 | $4.00K | 0.00% | +1+0.1% | Added |
| Albion Financial Group | 1,553 | $4.00K | 0.00% | +1,553 | New |
| CWM, LLC | 2,048 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,834 | $5.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1,811 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,222 | $5.67K | 0.00% | +194+9.6% | Added |
| Captrust Financial Advisors | 2,489 | $6.00K | 0.00% | −114−4.4% | Reduced |
| First Manhattan Co | 2,408 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,227 | $8.00K | 0.00% | +644+24.9% | Added |
| Bessemer Group Inc | 3,538 | $9.00K | 0.00% | +3,538 | New |
| Wolff Wiese Magana LLC | 4,294 | $11.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 4,358 | $11.0K | 0.00% | +4,358 | New |
| Steward Partners Investment Advisory, LLC | 4,538 | $12.0K | 0.00% | +1,625+55.8% | Added |
| Hexagon Capital Partners LLC | 5,813 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 6,010 | $15.0K | 0.00% | +6,010 | New |
| Concord Wealth Partners | 8,042 | $21.0K | 0.01% | −1,245−13.4% | Reduced |
| D'Orazio & Associates, Inc. | 8,547 | $22.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10,049 | $25.0K | 0.00% | +10,049 | New |
| Peapack Gladstone Financial Corp | 10,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,196 | $26.0K | 0.00% | +282+2.8% | Added |
| Kistler-Tiffany Companies, LLC | 10,118 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 10,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 10,250 | $26.0K | 0.00% | +10,250 | New |
| Onyx Bridge Wealth Group LLC | 11,100 | $27.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,613 | $27.0K | 0.00% | +14+0.1% | Added |
| Claro Advisors LLC | 10,597 | $27.0K | 0.01% | +47+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 10,557 | $27.0K | 0.00% | +10,557 | New |
| American Portfolios Advisors | 10,714 | $27.3K | 0.00% | +115+1.1% | Added |
| Harbour Investments, Inc. | 10,968 | $28.0K | 0.00% | −35−0.3% | Reduced |
| Pacifica Partners Inc. | 11,175 | $28.0K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,120 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 10,967 | $28.0K | 0.02% | −50.0% | Reduced |
| Avantax Planning Partners, Inc. | 11,551 | $29.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,438 | $29.0K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 11,249 | $29.0K | 0.00% | +11,249 | New |
| Franklin Resources Inc | 11,616 | $30.0K | 0.00% | +11,616 | New |
| PDS Planning, Inc | 11,893 | $30.0K | 0.01% | +11,893 | New |
| Gateway Advisory, LLC | 12,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 12,500 | $32.0K | 0.01% | −4,500−26.5% | Reduced |
| Bank Hapoalim BM | 13,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 12,837 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,923 | $33.0K | 0.00% | +206+1.6% | Added |
| Boston Private Wealth LLC | 12,999 | $33.0K | 0.00% | +1,390+12.0% | Added |
| Pinnacle Associates Ltd | 13,300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 13,369 | $34.0K | 0.00% | +13,369 | New |
| Nuveen Asset Management, LLC | 13,283 | $34.0K | 0.00% | +13,283 | New |
| Keel Point, LLC | 13,585 | $35.0K | 0.00% | +425+3.2% | Added |
| Lake Street Advisors Group, LLC | 13,939 | $35.0K | 0.00% | +2,196+18.7% | Added |
| Enterprise Financial Services Corp | 14,603 | $37.0K | 0.01% | +13,745+1,602.0% | Added |
| Foundations Investment Advisors, LLC | 14,409 | $37.0K | 0.00% | +14,409 | New |
| Sage Rhino Capital LLC | 15,086 | $38.0K | 0.01% | +15,086 | New |
| Raymond James Trust N.A. | 15,482 | $39.0K | 0.00% | −1,540−9.0% | Reduced |
| Clarius Group, LLC | 15,693 | $40.0K | 0.00% | +341+2.2% | Added |
| Capital Investment Advisory Services, LLC | 16,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 16,213 | $41.0K | 0.00% | +16,213 | New |
| Auxier Asset Management | 16,500 | $42.0K | 0.01% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 16,868 | $43.0K | 0.00% | +16,868 | New |
| Pathstone Family Office, LLC | 17,269 | $44.0K | 0.00% | +4,583+36.1% | Added |
| Fisher Asset Management, LLC | 17,742 | $45.0K | 0.00% | +270+1.5% | Added |
| Grove Bank & Trust | 18,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 18,361 | $47.0K | 0.00% | −3,293−15.2% | Reduced |
| Summit X, LLC | 17,616 | $48.0K | 0.01% | +540+3.2% | Added |
| Focused Wealth Management, Inc | 19,032 | $49.0K | 0.01% | +208+1.1% | Added |
| Aaron Wealth Advisors | 19,260 | $49.0K | 0.02% | +19,260 | New |
| Independent Advisor Alliance | 19,491 | $50.0K | 0.00% | +19,491 | New |
| Park Circle Co | 20,000 | $51.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,858 | $51.0K | 0.00% | +3,686+22.8% | Added |
| Valeo Financial Advisors, LLC | 20,206 | $52.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 21,039 | $53.0K | 0.00% | 00.0% | Unchanged |
| BSW Wealth Partners | 20,899 | $53.0K | 0.01% | +20,899 | New |
| Spire Wealth Management | 21,378 | $55.0K | 0.00% | −21,575−50.2% | Reduced |
| Kestra Advisory Services, LLC | 21,593 | $55.0K | 0.00% | −2,741−11.3% | Reduced |
| United Capital Financial Advisers, LLC | 21,466 | $55.0K | 0.00% | +21,466 | New |
| Platform Technology Partners | 21,630 | $55.0K | 0.02% | +21,630 | New |
| Janney Montgomery Scott LLC | 22,000 | $56.0K | 0.00% | −11,333−34.0% | Reduced |
| Virtue Capital Management, LLC | 21,882 | $56.0K | 0.01% | −1,226−5.3% | Reduced |
| M&T Bank Corp | 22,257 | $56.0K | 0.00% | −260−1.2% | Reduced |
| Brown Advisory Inc | 22,246 | $57.0K | 0.00% | +1,728+8.4% | Added |
| Personal Cfo Solutions, LLC | 22,243 | $57.0K | 0.01% | +2,000+9.9% | Added |