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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 77,532 | $198.0K | 0.00% | +51,532+198.2% | Added |
| Corient Capital Partners, LLC | 70,281 | $179.0K | 0.01% | +40,222+133.8% | Added |
| King Luther Capital Management Corp | 65,000 | $166.0K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 64,285 | $164.0K | 0.02% | +3,887+6.4% | Added |
| KCS Wealth Advisory | 58,233 | $148.0K | 0.07% | −18,015−23.6% | Reduced |
| Scotia Capital Inc. | 52,652 | $134.0K | 0.00% | +33,159+170.1% | Added |
| Evergreen Capital Management LLC | 51,898 | $132.0K | 0.01% | +5,581+12.0% | Added |
| Deutsche Bank AG | 49,766 | $127.0K | 0.00% | +49,766 | New |
| HighPoint Advisor Group LLC | 47,416 | $121.0K | 0.01% | −1,956−4.0% | Reduced |
| Creative Planning | 46,133 | $118.0K | 0.00% | −18,993−29.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 44,748 | $114.0K | 0.00% | −5,802−11.5% | Reduced |
| 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 |
| 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 |
| Ballentine Partners, LLC | 40,752 | $104.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 40,270 | $103.0K | 0.00% | +9,440+30.6% | Added |
| 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 |
| Paloma Partners Management Co | 39,398 | $101.0K | 0.00% | +39,398 | New |
| 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 |
| Checchi Capital Advisers, LLC | 37,039 | $94.0K | 0.01% | −677−1.8% | Reduced |
| Two Sigma Investments, LP | 34,997 | $89.0K | 0.00% | −1,458,691−97.7% | Reduced |
| 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 |
| Calamos Advisors LLC | 33,052 | $84.0K | 0.00% | +33,052 | New |
| Cetera Investment Advisers | 32,047 | $82.0K | 0.00% | +5,010+18.5% | Added |
| Simplex Trading, LLC | 32,095 | $81.0K | 0.00% | −31,783−49.8% | Reduced |
| Wolverine Trading, LLC | 29,917 | $76.0K | 0.00% | −14,025−31.9% | Reduced |
| 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 |
| Sigma Planning Corp | 28,864 | $74.0K | 0.00% | +18,500+178.5% | Added |
| McDonald Partners LLC | 28,629 | $73.0K | 0.02% | −2,000−6.5% | Reduced |
| Marcum Wealth, LLC | 27,079 | $69.0K | 0.01% | +902+3.4% | 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 |
| Lindbrook Capital, LLC | 25,110 | $64.0K | 0.01% | +307+1.2% | Added |
| Baker Tilly Wealth Management, LLC | 24,746 | $63.0K | 0.01% | +13,283+115.9% | Added |
| Federation des caisses Desjardins du Quebec | 23,902 | $61.0K | 0.00% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 23,091 | $59.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Valeo Financial Advisors, LLC | 20,206 | $52.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Independent Advisor Alliance | 19,491 | $50.0K | 0.00% | +19,491 | New |
| 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 |
| Summit X, LLC | 17,616 | $48.0K | 0.01% | +540+3.2% | Added |
| Brookstone Capital Management | 18,361 | $47.0K | 0.00% | −3,293−15.2% | Reduced |
| Grove Bank & Trust | 18,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 17,742 | $45.0K | 0.00% | +270+1.5% | Added |
| Pathstone Family Office, LLC | 17,269 | $44.0K | 0.00% | +4,583+36.1% | Added |
| Kore Private Wealth LLC | 16,868 | $43.0K | 0.00% | +16,868 | New |
| Auxier Asset Management | 16,500 | $42.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Clarius Group, LLC | 15,693 | $40.0K | 0.00% | +341+2.2% | Added |
| Raymond James Trust N.A. | 15,482 | $39.0K | 0.00% | −1,540−9.0% | Reduced |
| Sage Rhino Capital LLC | 15,086 | $38.0K | 0.01% | +15,086 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Radnor Capital Management, LLC | 12,500 | $32.0K | 0.01% | −4,500−26.5% | Reduced |
| Gateway Advisory, LLC | 12,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,616 | $30.0K | 0.00% | +11,616 | New |
| PDS Planning, Inc | 11,893 | $30.0K | 0.01% | +11,893 | New |
| 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 |
| 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 |
| American Portfolios Advisors | 10,714 | $27.3K | 0.00% | +115+1.1% | Added |
| 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 |
| Peapack Gladstone Financial Corp | 10,000 | $26.0K | 0.00% | 00.0% | Unchanged |