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, Q3 2021
Institutional positions in Lloyds Banking Group plc as of Sep 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
- 255
- +15 vs. Q2 2021
- Shares held
- 251.2M
- −20.2M (−7.4%) vs. Q2 2021
- Total value
- $612.5M
- −$75.8M (−11.0%) vs. Q2 2021
- New holders
- 39
- 98 more added
- Sold out
- 24
- 69 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 53,214 | $0 | 0.00% | +10,111+23.5% | Added |
| Huntington National Bank | 333 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 190 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 242 | $0 | 0.00% | +242 | New |
| Meridian Wealth Partners, LLC | 140 | $0 | 0.00% | +140 | New |
| Consolidated Planning Corp | 8 | $0 | 0.00% | +8 | New |
| Kowal Investment Group, LLC | 27 | $0 | 0.00% | +27 | New |
| Hantz Financial Services, Inc. | 474 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 290 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 454 | $1.00K | 0.00% | +454 | New |
| Brown Brothers Harriman & Co | 1,007 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,849 | $2.00K | 0.00% | +16+0.6% | Added |
| Freedman Financial Associates, Inc. | 1,012 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 981 | $2.00K | 0.00% | +138+16.4% | Added |
| Private Capital Group, LLC | 910 | $2.00K | 0.00% | +169+22.8% | Added |
| Toth Financial Advisory Corp | 400 | $2.00K | 0.00% | +400 | New |
| Whittier Trust Co | 1,353 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 1,200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,834 | $4.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1,811 | $4.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,576 | $4.00K | 0.00% | +23+1.5% | Added |
| Asset Dedication, LLC | 1,671 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,473 | $4.00K | 0.00% | +2+0.1% | Added |
| Berman Capital Advisors, LLC | 2,011 | $4.00K | 0.00% | +1,524+312.9% | Added |
| Atlas Capital Advisors LLC | 2,000 | $4.90K | 0.00% | +2,000 | New |
| Investors Research Corp | 2,135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,873 | $5.00K | 0.00% | +1,873 | New |
| Raffa Wealth Management, LLC | 2,222 | $5.44K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,489 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,913 | $7.00K | 0.00% | −1,625−35.8% | Reduced |
| First Manhattan Co | 3,079 | $7.00K | 0.00% | +671+27.9% | Added |
| Syverson Strege & Co | 2,851 | $7.00K | 0.01% | +2,851 | New |
| AdvisorNet Financial, Inc | 3,103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,538 | $9.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,927 | $9.62K | 0.00% | +3,927 | New |
| Glassman Wealth Services | 3,885 | $10.0K | 0.00% | +658+20.4% | Added |
| Central Trust Co | 4,358 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,813 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5,588 | $14.0K | 0.00% | +5,588 | New |
| Wolff Wiese Magana LLC | 6,997 | $17.0K | 0.01% | +2,703+62.9% | Added |
| First Horizon Advisors, Inc. | 7,865 | $18.0K | 0.00% | +7,271+1,224.1% | Added |
| Concord Wealth Partners | 7,622 | $19.0K | 0.01% | −420−5.2% | Reduced |
| D'Orazio & Associates, Inc. | 8,547 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 10,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,204 | $25.0K | 0.00% | +8+0.1% | Added |
| Aaron Wealth Advisors | 10,647 | $26.0K | 0.01% | −8,613−44.7% | Reduced |
| Harbour Investments, Inc. | 10,807 | $26.0K | 0.00% | −161−1.5% | Reduced |
| Claro Advisors LLC | 10,659 | $26.0K | 0.01% | +62+0.6% | Added |
| Avantax Advisory Services, Inc. | 10,775 | $26.0K | 0.00% | +10,775 | New |
| Vista Wealth Management Group, LLC | 10,760 | $26.0K | 0.00% | +10,760 | New |
| Pacifica Partners Inc. | 11,175 | $27.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,970 | $27.0K | 0.00% | +357+3.4% | Added |
| Brighton Jones LLC | 11,085 | $27.0K | 0.00% | +11,085 | New |
| Octavia Wealth Advisors, LLC | 10,481 | $27.0K | 0.01% | +10,481 | New |
| American Portfolios Advisors | 11,176 | $27.4K | 0.00% | +462+4.3% | Added |
| Avantax Planning Partners, Inc. | 11,551 | $28.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,438 | $28.0K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 11,935 | $29.0K | 0.01% | +42+0.4% | Added |
| Tranquilli Financial Advisor LLC | 11,969 | $29.0K | 0.02% | +1,002+9.1% | Added |
| Kistler-Tiffany Companies, LLC | 11,805 | $29.0K | 0.01% | +1,687+16.7% | Added |
| Gateway Advisory, LLC | 12,127 | $30.0K | 0.01% | +127+1.1% | Added |
| Onyx Bridge Wealth Group LLC | 11,100 | $30.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 13,481 | $30.0K | 0.00% | +13,481 | New |
| Zacks Investment Management | 12,837 | $31.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12,564 | $31.0K | 0.00% | +12,564 | New |
| Bank Hapoalim BM | 13,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,167 | $32.0K | 0.00% | +244+1.9% | Added |
| Boston Private Wealth LLC | 12,957 | $32.0K | 0.00% | −42−0.3% | Reduced |
| Keybank National Association | 12,963 | $32.0K | 0.00% | +2,713+26.5% | Added |
| Two Sigma Investments, LP | 13,366 | $33.0K | 0.00% | −21,631−61.8% | Reduced |
| Oppenheimer & Co Inc | 13,901 | $34.0K | 0.00% | +13,901 | New |
| Sandbox Financial Partners, LLC | 91,950 | $34.0K | 0.02% | +91,950 | New |
| IFG Advisory, LLC | 15,824 | $38.0K | 0.00% | −389−2.4% | Reduced |
| Clarius Group, LLC | 15,374 | $38.0K | 0.00% | −319−2.0% | Reduced |
| Raymond James Trust N.A. | 15,482 | $38.0K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 15,550 | $38.0K | 0.01% | +1,965+14.5% | Added |
| Capital Investment Advisory Services, LLC | 16,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Platform Technology Partners | 16,516 | $40.0K | 0.02% | −5,114−23.6% | Reduced |
| Auxier Asset Management | 16,500 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,171 | $40.0K | 0.00% | +16,171 | New |
| Latitude Advisors, LLC | 16,630 | $41.0K | 0.01% | +16,630 | New |
| United Capital Financial Advisers, LLC | 17,366 | $43.0K | 0.00% | −4,100−19.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 17,921 | $44.0K | 0.01% | −6,825−27.6% | Reduced |
| Foundations Investment Advisors, LLC | 18,059 | $45.0K | 0.00% | +3,650+25.3% | Added |
| Independent Advisor Alliance | 18,843 | $46.0K | 0.00% | −648−3.3% | Reduced |
| Sage Rhino Capital LLC | 18,842 | $46.0K | 0.01% | +3,756+24.9% | Added |
| Focused Wealth Management, Inc | 19,307 | $47.0K | 0.01% | +275+1.4% | Added |
| Enterprise Financial Services Corp | 19,326 | $47.0K | 0.01% | +4,723+32.3% | Added |
| Personal Cfo Solutions, LLC | 19,617 | $48.0K | 0.01% | −2,626−11.8% | Reduced |
| Park Circle Co | 20,000 | $49.0K | 0.04% | 00.0% | Unchanged |
| Summit X, LLC | 19,300 | $50.0K | 0.01% | +1,684+9.6% | Added |
| Janney Montgomery Scott LLC | 20,931 | $51.0K | 0.00% | −1,069−4.9% | Reduced |
| Spire Wealth Management | 20,648 | $51.0K | 0.00% | −730−3.4% | Reduced |
| Geneos Wealth Management Inc. | 21,039 | $51.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 19,755 | $51.0K | 0.00% | +1,394+7.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 20,762 | $51.0K | 0.00% | +20,762 | New |
| M&T Bank Corp | 21,487 | $52.0K | 0.00% | −770−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,324 | $52.0K | 0.00% | +1,466+7.4% | Added |
| Wealthspire Advisors, LLC | 21,326 | $52.0K | 0.00% | +21,326 | New |