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 |
|---|---|---|---|---|---|
| Cable Hill Partners, LLC | 21,166 | $52.0K | 0.01% | +21,166 | New |
| Brown Advisory Inc | 21,668 | $53.0K | 0.00% | −578−2.6% | Reduced |
| Virtue Capital Management, LLC | 21,814 | $53.0K | 0.01% | −68−0.3% | Reduced |
| Cutler Group LP | 21,990 | $53.0K | 0.00% | +15,980+265.9% | Added |
| Squarepoint Ops LLC | 23,044 | $56.0K | 0.00% | −162,662−87.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 23,091 | $57.0K | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 23,502 | $58.0K | 0.00% | +12,253+108.9% | Added |
| Federation des caisses Desjardins du Quebec | 23,902 | $58.6K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 24,131 | $59.0K | 0.00% | +3,925+19.4% | Added |
| Sigma Planning Corp | 24,392 | $60.0K | 0.00% | −4,472−15.5% | Reduced |
| Kestra Advisory Services, LLC | 25,460 | $62.0K | 0.00% | +3,867+17.9% | Added |
| Bokf, NA | 25,240 | $62.0K | 0.00% | +25,240 | New |
| State Street Corp | 25,804 | $63.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26,469 | $65.0K | 0.02% | +1,359+5.4% | Added |
| Marcum Wealth, LLC | 27,153 | $67.0K | 0.01% | +74+0.3% | Added |
| Fisher Asset Management, LLC | 28,147 | $69.0K | 0.00% | +10,405+58.6% | Added |
| McDonald Partners LLC | 28,629 | $70.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 28,922 | $71.0K | 0.00% | +11,653+67.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 29,432 | $72.0K | 0.02% | −138−0.5% | Reduced |
| Optas, LLC | 29,447 | $72.0K | 0.02% | −184−0.6% | Reduced |
| Parallel Advisors, LLC | 31,003 | $76.0K | 0.00% | +5,074+19.6% | Added |
| Calamos Advisors LLC | 32,231 | $79.0K | 0.00% | −821−2.5% | Reduced |
| Cetera Investment Advisers | 32,067 | $79.0K | 0.00% | +20+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 33,275 | $82.0K | 0.01% | +7,327+28.2% | Added |
| Lake Street Advisors Group, LLC | 33,644 | $82.0K | 0.01% | +19,705+141.4% | Added |
| Simplex Trading, LLC | 32,095 | $83.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 34,000 | $83.0K | 0.00% | +34,000 | New |
| International Assets Investment Management, LLC | 33,710 | $83.0K | 0.01% | +33,710 | New |
| M&R Capital Management Inc | 35,000 | $85.0K | 0.02% | −5,000−12.5% | Reduced |
| Cypress Wealth Services, LLC | 35,106 | $86.0K | 0.03% | −2,274−6.1% | Reduced |
| Checchi Capital Advisers, LLC | 35,986 | $88.0K | 0.01% | −1,053−2.8% | Reduced |
| Rhumbline Advisers | 35,796 | $88.0K | 0.00% | +35,796 | New |
| Ballentine Partners, LLC | 40,752 | $100.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 41,676 | $102.0K | 0.09% | +370+0.9% | Added |
| CFO4Life Group, LLC | 41,509 | $102.0K | 0.02% | +1,589+4.0% | Added |
| XTX Topco Ltd | 44,299 | $109.0K | 0.04% | +44,299 | New |
| Mercer Global Advisors Inc | 45,725 | $112.0K | 0.00% | +4,513+11.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,050 | $113.0K | 0.00% | +1,302+2.9% | Added |
| HighPoint Advisor Group LLC | 47,454 | $116.0K | 0.01% | +38+0.1% | Added |
| Advisory Services Network, LLC | 47,365 | $116.0K | 0.00% | +4,151+9.6% | Added |
| CAPROCK Group, Inc. | 48,037 | $118.0K | 0.01% | +13,605+39.5% | Added |
| Botty Investors LLC | 48,735 | $119.0K | 0.04% | +48,735 | New |
| Scotia Capital Inc. | 49,252 | $121.0K | 0.00% | −3,400−6.5% | Reduced |
| KCS Wealth Advisory | 53,238 | $130.0K | 0.06% | −4,995−8.6% | Reduced |
| Creative Planning | 53,415 | $131.0K | 0.00% | +7,282+15.8% | Added |
| Two Sigma Securities, LLC | 54,427 | $133.0K | 0.03% | +54,427 | New |
| Ellevest, Inc. | 55,320 | $136.0K | 0.01% | −27,391−33.1% | Reduced |
| Evergreen Capital Management LLC | 55,919 | $137.0K | 0.01% | +4,021+7.7% | Added |
| King Luther Capital Management Corp | 65,000 | $159.0K | 0.00% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 66,654 | $163.0K | 0.01% | −3,627−5.2% | Reduced |
| Prelude Capital Management, LLC | 68,000 | $167.0K | 0.01% | +68,000 | New |
| Barclays PLC | 70,483 | $173.0K | 0.00% | −109,408−60.8% | Reduced |
| JustInvest LLC | 72,011 | $176.0K | 0.02% | +72,011 | New |
| Private Advisor Group, LLC | 79,369 | $195.0K | 0.00% | +39,099+97.1% | Added |
| Earnest Partners LLC | 80,963 | $198.0K | 0.00% | −2,938−3.5% | Reduced |
| Synovus Financial Corp | 84,153 | $207.0K | 0.00% | −10,286−10.9% | Reduced |
| Intrust Bank NA | 86,633 | $212.0K | 0.03% | +22,348+34.8% | Added |
| Henshaw Capital LLC | 87,246 | $213.8K | 0.01% | −91,213−51.1% | Reduced |
| West Family Investments, Inc. | 87,496 | $214.0K | 0.06% | −187−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 90,656 | $223.0K | 0.03% | −1,432−1.6% | Reduced |
| Virtu Financial LLC | 91,161 | $223.0K | 0.02% | +91,161 | New |
| Quadrant Capital Group LLC | 91,500 | $224.0K | 0.03% | +7,128+8.4% | Added |
| Signaturefd, LLC | 93,070 | $228.0K | 0.01% | +13,553+17.0% | Added |
| Strategic Wealth Advisors Group, LLC | 93,663 | $229.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 94,744 | $233.0K | 0.00% | +57,705+155.8% | Added |
| Wetherby Asset Management Inc | 98,076 | $240.0K | 0.01% | +3,412+3.6% | Added |
| Group One Trading, L.P. | 104,132 | $255.0K | 0.01% | +104,132 | New |
| Cresset Asset Management, LLC | 105,087 | $258.0K | 0.00% | +19,926+23.4% | Added |
| Vanguard Capital Wealth Advisors | 108,046 | $264.0K | 0.20% | −104,978−49.3% | Reduced |
| New York State Common Retirement Fund | 120,228 | $295.0K | 0.00% | +120,228 | New |
| Qtron Investments LLC | 121,489 | $298.0K | 0.08% | +121,489 | New |
| Qube Research & Technologies Ltd | 127,920 | $313.0K | 0.00% | −255,349−66.6% | Reduced |
| Cubist Systematic Strategies, LLC | 131,108 | $321.0K | 0.00% | +53,576+69.1% | Added |
| Anchor Investment Management, LLC | 135,500 | $332.0K | 0.05% | +33,000+32.2% | Added |
| Pacer Advisors, Inc. | 141,281 | $346.0K | 0.00% | +4,413+3.2% | Added |
| Eqis Capital Management, Inc. | 143,727 | $352.0K | 0.03% | +685+0.5% | Added |
| Altium Wealth Management LLC | 148,731 | $364.0K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 156,000 | $382.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 164,398 | $401.0K | 0.00% | −9,201−5.3% | Reduced |
| Ritholtz Wealth Management | 167,163 | $410.0K | 0.03% | −6,291−3.6% | Reduced |
| MML Investors Services, LLC | 169,209 | $415.0K | 0.00% | +29,031+20.7% | Added |
| Eagle Asset Management Inc | 178,125 | $436.0K | 0.00% | +25,585+16.8% | Added |
| Global Retirement Partners, LLC | 198,664 | $487.0K | 0.05% | +6,346+3.3% | Added |
| LPL Financial LLC | 198,883 | $487.0K | 0.00% | +20,387+11.4% | Added |
| Edge Wealth Management LLC | 200,000 | $490.0K | 0.10% | −30,000−13.0% | Reduced |
| Truist Financial Corp | 201,672 | $494.0K | 0.00% | +33,601+20.0% | Added |
| HRT Financial LP | 226,730 | $555.0K | 0.00% | −220,652−49.3% | Reduced |
| Cetera Advisor Networks LLC | 227,387 | $557.0K | 0.01% | +18,409+8.8% | Added |
| Exencial Wealth Advisors, LLC | 230,839 | $566.0K | 0.02% | +32,459+16.4% | Added |
| US Bancorp | 281,150 | $690.0K | 0.00% | +115,700+69.9% | Added |
| Veriti Management LLC | 284,930 | $698.0K | 0.10% | +104,006+57.5% | Added |
| Bank of New York Mellon Corp | 287,373 | $704.0K | 0.00% | +28,052+10.8% | Added |
| First Eagle Investment Management, LLC | 294,955 | $723.0K | 0.00% | +117,044+65.8% | Added |
| O'Shaughnessy Asset Management, LLC | 295,546 | $724.0K | 0.01% | −25,306−7.9% | Reduced |
| Ethic Inc. | 295,395 | $724.0K | 0.07% | +20,109+7.3% | Added |
| Advisor Partners LLC | 305,050 | $747.0K | 0.05% | +9,628+3.3% | Added |
| SG Americas Securities, LLC | 311,332 | $763.0K | 0.00% | −3,830,222−92.5% | Reduced |
| HighTower Advisors, LLC | 313,985 | $772.0K | 0.00% | −1,312−0.4% | Reduced |
| Compagnie Lombard Odier SCmA | 328,433 | $805.0K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 330,259 | $809.0K | 0.00% | −10,737−3.1% | Reduced |