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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 23,091 | $59.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 23,902 | $61.0K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 24,746 | $63.0K | 0.01% | +13,283+115.9% | Added |
| Lindbrook Capital, LLC | 25,110 | $64.0K | 0.01% | +307+1.2% | Added |
| State Street Corp | 25,804 | $66.0K | 0.00% | +4,350+20.3% | Added |
| Parallel Advisors, LLC | 25,929 | $66.0K | 0.00% | +4,964+23.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 25,948 | $66.0K | 0.01% | +9,252+55.4% | Added |
| Marcum Wealth, LLC | 27,079 | $69.0K | 0.01% | +902+3.4% | Added |
| McDonald Partners LLC | 28,629 | $73.0K | 0.02% | −2,000−6.5% | Reduced |
| Sigma Planning Corp | 28,864 | $74.0K | 0.00% | +18,500+178.5% | Added |
| Optas, LLC | 29,631 | $75.0K | 0.02% | +928+3.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 29,570 | $75.0K | 0.02% | +17,774+150.7% | Added |
| Wolverine Trading, LLC | 29,917 | $76.0K | 0.00% | −14,025−31.9% | Reduced |
| Simplex Trading, LLC | 32,095 | $81.0K | 0.00% | −31,783−49.8% | Reduced |
| Cetera Investment Advisers | 32,047 | $82.0K | 0.00% | +5,010+18.5% | Added |
| Calamos Advisors LLC | 33,052 | $84.0K | 0.00% | +33,052 | New |
| CAPROCK Group, Inc. | 34,432 | $88.0K | 0.01% | −11,728−25.4% | Reduced |
| PNC Managed Account Solutions, Inc. | 34,548 | $88.0K | 0.02% | +34,548 | New |
| Two Sigma Investments, LP | 34,997 | $89.0K | 0.00% | −1,458,691−97.7% | Reduced |
| Checchi Capital Advisers, LLC | 37,039 | $94.0K | 0.01% | −677−1.8% | Reduced |
| IFP Advisors, Inc | 37,039 | $95.0K | 0.00% | +2,339+6.7% | Added |
| Cypress Wealth Services, LLC | 37,380 | $95.0K | 0.03% | +6,621+21.5% | Added |
| Paloma Partners Management Co | 39,398 | $101.0K | 0.00% | +39,398 | New |
| M&R Capital Management Inc | 40,000 | $102.0K | 0.02% | −5,075−11.3% | Reduced |
| Usca Ria LLC | 40,000 | $102.0K | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 39,920 | $102.0K | 0.02% | +197+0.5% | Added |
| Private Advisor Group, LLC | 40,270 | $103.0K | 0.00% | +9,440+30.6% | Added |
| Ballentine Partners, LLC | 40,752 | $104.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 41,306 | $105.0K | 0.09% | −529−1.3% | Reduced |
| Mercer Global Advisors Inc | 41,212 | $105.0K | 0.00% | +1,123+2.8% | Added |
| Advisory Services Network, LLC | 43,214 | $110.0K | 0.00% | −7,399−14.6% | Reduced |
| Eaton Vance Management | 43,103 | $110.0K | 0.00% | +29,854+225.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 44,748 | $114.0K | 0.00% | −5,802−11.5% | Reduced |
| Creative Planning | 46,133 | $118.0K | 0.00% | −18,993−29.2% | Reduced |
| HighPoint Advisor Group LLC | 47,416 | $121.0K | 0.01% | −1,956−4.0% | Reduced |
| Deutsche Bank AG | 49,766 | $127.0K | 0.00% | +49,766 | New |
| Evergreen Capital Management LLC | 51,898 | $132.0K | 0.01% | +5,581+12.0% | Added |
| Scotia Capital Inc. | 52,652 | $134.0K | 0.00% | +33,159+170.1% | Added |
| KCS Wealth Advisory | 58,233 | $148.0K | 0.07% | −18,015−23.6% | Reduced |
| Intrust Bank NA | 64,285 | $164.0K | 0.02% | +3,887+6.4% | Added |
| King Luther Capital Management Corp | 65,000 | $166.0K | 0.00% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 70,281 | $179.0K | 0.01% | +40,222+133.8% | Added |
| Cubist Systematic Strategies, LLC | 77,532 | $198.0K | 0.00% | +51,532+198.2% | Added |
| Signaturefd, LLC | 79,517 | $203.0K | 0.01% | +13,692+20.8% | Added |
| Ellevest, Inc. | 82,711 | $211.0K | 0.02% | +48,015+138.4% | Added |
| Earnest Partners LLC | 83,901 | $214.0K | 0.00% | −28,009−25.0% | Reduced |
| Quadrant Capital Group LLC | 84,372 | $215.0K | 0.03% | +9,154+12.2% | Added |
| Cresset Asset Management, LLC | 85,161 | $217.0K | 0.00% | +9,150+12.0% | Added |
| West Family Investments, Inc. | 87,683 | $224.0K | 0.06% | +87,683 | New |
| Voya Financial Advisors, Inc. | 92,088 | $234.0K | 0.03% | −395,566−81.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 93,663 | $239.0K | 0.01% | +117+0.1% | Added |
| Synovus Financial Corp | 94,439 | $241.0K | 0.00% | −5,873−5.9% | Reduced |
| Wetherby Asset Management Inc | 94,664 | $241.0K | 0.01% | +3,298+3.6% | Added |
| Parallax Volatility Advisers, L.P. | 100,000 | $255.0K | 0.00% | +100,000 | New |
| Anchor Investment Management, LLC | 102,500 | $261.4K | 0.04% | +102,500 | New |
| Dynamic Technology Lab Private Ltd | 117,546 | $300.0K | 0.03% | +117,546 | New |
| Pacer Advisors, Inc. | 136,868 | $349.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 140,178 | $357.0K | 0.00% | +17,173+14.0% | Added |
| Eqis Capital Management, Inc. | 143,042 | $365.0K | 0.03% | +491+0.3% | Added |
| Altium Wealth Management LLC | 148,731 | $379.0K | 0.03% | −5,360−3.5% | Reduced |
| Eagle Asset Management Inc | 152,540 | $388.0K | 0.00% | +13,012+9.3% | Added |
| D.A. Davidson & Co. | 156,000 | $398.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 165,450 | $422.0K | 0.00% | −2,095−1.3% | Reduced |
| Truist Financial Corp | 168,071 | $429.0K | 0.00% | +12,384+8.0% | Added |
| Ritholtz Wealth Management | 173,454 | $442.0K | 0.03% | −35,188−16.9% | Reduced |
| Advisor Group Holdings, Inc. | 173,599 | $443.0K | 0.00% | +30,646+21.4% | Added |
| First Eagle Investment Management, LLC | 177,911 | $454.0K | 0.00% | +167,743+1,649.7% | Added |
| LPL Financial LLC | 178,496 | $455.0K | 0.00% | +30,153+20.3% | Added |
| Henshaw Capital LLC | 178,459 | $455.1K | 0.03% | +178,459 | New |
| Barclays PLC | 179,891 | $458.0K | 0.00% | +177,841+8,675.2% | Added |
| Veriti Management LLC | 180,924 | $461.0K | 0.07% | +49,432+37.6% | Added |
| Squarepoint Ops LLC | 185,706 | $474.0K | 0.00% | +185,706 | New |
| Global Retirement Partners, LLC | 192,318 | $490.0K | 0.05% | +7,985+4.3% | Added |
| Exencial Wealth Advisors, LLC | 198,380 | $506.0K | 0.03% | +20,121+11.3% | Added |
| Cetera Advisor Networks LLC | 208,978 | $533.0K | 0.01% | +208,978 | New |
| Vanguard Capital Wealth Advisors | 213,024 | $543.0K | 0.41% | −345,371−61.9% | Reduced |
| Edge Wealth Management LLC | 230,000 | $583.0K | 0.12% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 259,321 | $661.0K | 0.00% | +76,074+41.5% | Added |
| Ethic Inc. | 275,286 | $702.0K | 0.09% | +144,856+111.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 280,193 | $714.0K | 0.00% | +239,985+596.9% | Added |
| Advisor Partners LLC | 295,422 | $753.0K | 0.05% | +9,545+3.3% | Added |
| HighTower Advisors, LLC | 315,297 | $805.0K | 0.00% | −1,180−0.4% | Reduced |
| Raymond James & Associates | 317,881 | $811.0K | 0.00% | +24,476+8.3% | Added |
| O'Shaughnessy Asset Management, LLC | 320,852 | $818.0K | 0.02% | −92,571−22.4% | Reduced |
| Compagnie Lombard Odier SCmA | 328,433 | $838.0K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 340,996 | $869.0K | 0.00% | +16,083+4.9% | Added |
| Qube Research & Technologies Ltd | 383,269 | $977.0K | 0.01% | +383,269 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 392,264 | $1.00M | 0.01% | +392,264 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 420,716 | $1.07M | 0.01% | +420,716 | New |
| Cetera Advisors LLC | 431,807 | $1.10M | 0.03% | +27,247+6.7% | Added |
| HRT Financial LP | 447,382 | $1.14M | 0.01% | +99,861+28.7% | Added |
| New York Life Investments Alternatives | 1,804,998 | $1.17M | 0.78% | −47,002−2.5% | Reduced |
| Susquehanna International Group, LLP | 469,751 | $1.20M | 0.00% | −68,469−12.7% | Reduced |
| Ameriprise Financial Inc | 526,007 | $1.34M | 0.00% | +85,697+19.5% | Added |
| Brasada Capital Management, LP | 540,150 | $1.38M | 0.27% | +540,150 | New |
| Natixis Advisors, L.P. | 620,859 | $1.58M | 0.01% | +62,677+11.2% | Added |
| Semmax Financial Advisors Inc. | 621,870 | $1.59M | 0.51% | +17,366+2.9% | Added |
| Envestnet Asset Management Inc | 666,203 | $1.70M | 0.00% | +245,165+58.2% | Added |
| Henry James International Management, Inc. | 700,000 | $1.78M | 0.51% | +431,000+160.2% | Added |
| Renaissance Technologies LLC | 742,246 | $1.89M | 0.00% | −948,074−56.1% | Reduced |