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 |
|---|---|---|---|---|---|
| Comerica Bank | 301,813 | $815.0K | 0.00% | −696,950−69.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 335,738 | $823.0K | 0.00% | +55,545+19.8% | Added |
| Raymond James & Associates | 340,653 | $835.0K | 0.00% | +22,772+7.2% | Added |
| Marshall Wace North America L.P. | 391,206 | $959.0K | 0.00% | −1,628,529−80.6% | Reduced |
| New York Life Investments Alternatives | 1,653,154 | $1.04M | 0.67% | −151,844−8.4% | Reduced |
| Cetera Advisors LLC | 426,507 | $1.04M | 0.02% | −5,300−1.2% | Reduced |
| Citigroup Inc | 521,518 | $1.28M | 0.00% | −1,045,321−66.7% | Reduced |
| Susquehanna International Group, LLP | 546,995 | $1.34M | 0.00% | +77,244+16.4% | Added |
| Brasada Capital Management, LP | 548,302 | $1.34M | 0.26% | +8,152+1.5% | Added |
| Semmax Financial Advisors Inc. | 585,648 | $1.44M | 0.50% | −36,222−5.8% | Reduced |
| Ameriprise Financial Inc | 633,952 | $1.55M | 0.00% | +107,945+20.5% | Added |
| Natixis Advisors, L.P. | 698,257 | $1.71M | 0.01% | +77,398+12.5% | Added |
| Henry James International Management, Inc. | 700,000 | $1.72M | 0.54% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 747,696 | $1.83M | 0.00% | +81,493+12.2% | Added |
| Silvercrest Asset Management Group LLC | 793,010 | $1.94M | 0.01% | −2000.0% | Reduced |
| Calamos Wealth Management LLC | 796,167 | $1.95M | 0.16% | +9,713+1.2% | Added |
| Oppenheimer Asset Management Inc. | 832,023 | $2.04M | 0.03% | −26,407−3.1% | Reduced |
| Royal Bank of Canada | 898,850 | $2.20M | 0.00% | −132,504−12.8% | Reduced |
| FNY Investment Advisers, LLC | 920,449 | $2.25M | 1.05% | −116,409−11.2% | Reduced |
| Crossmark Global Holdings, Inc. | 958,579 | $2.35M | 0.06% | −4,716−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 980,854 | $2.40M | 0.01% | +27,635+2.9% | Added |
| Susquehanna Fundamental Investments, LLC | 1,011,331 | $2.48M | 0.05% | +1,011,331 | New |
| American Century Companies Inc | 1,021,768 | $2.50M | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,088,134 | $2.67M | 0.79% | 00.0% | Unchanged |
| Millennium Management LLC | 1,113,838 | $2.73M | 0.00% | −2,333,536−67.7% | Reduced |
| First Trust Advisors LP | 1,145,456 | $2.81M | 0.00% | +311,923+37.4% | Added |
| Advisors Management Group Inc | 1,153,384 | $2.83M | 0.88% | +7,798+0.7% | Added |
| CIBC World Markets Inc. | 1,252,133 | $3.07M | 0.01% | −391,362−23.8% | Reduced |
| Balyasny Asset Management LLC | 1,406,757 | $3.45M | 0.02% | +1,406,757 | New |
| Rockefeller Capital Management L.P. | 1,459,220 | $3.57M | 0.02% | −100.0% | Reduced |
| Citadel Advisors LLC | 1,593,083 | $3.90M | 0.00% | +422,182+36.1% | Added |
| Maven Securities LTD | 1,691,581 | $4.14M | 0.47% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,708,800 | $4.19M | 0.01% | +966,554+130.2% | Added |
| UBS Group AG | 1,860,421 | $4.56M | 0.00% | −66,713−3.5% | Reduced |
| Bard Financial Services, Inc. | 1,962,575 | $4.81M | 0.43% | +39,320+2.0% | Added |
| The PNC Financial Services Group, Inc. | 2,409,005 | $5.90M | 0.01% | −2,630−0.1% | Reduced |
| Morgan Stanley | 2,768,811 | $6.78M | 0.00% | −11,011,142−79.9% | Reduced |
| Bank of Montreal | 2,787,152 | $6.86M | 0.00% | +1,676,239+150.9% | Added |
| Bank of America Corp | 2,943,983 | $7.21M | 0.00% | −2,798,173−48.7% | Reduced |
| Wells Fargo & Company | 3,043,135 | $7.46M | 0.00% | −184,351−5.7% | Reduced |
| Verition Fund Management LLC | 3,417,158 | $8.37M | 0.13% | 00.0% | Unchanged |
| BlackRock Inc. | 3,807,831 | $9.33M | 0.00% | +238,211+6.7% | Added |
| Cowen Investment Management LLC | 4,960,083 | $12.2M | 2.90% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 5,827,687 | $14.3M | 0.17% | +86,075+1.5% | Added |
| Optiver Holding B.V. | 6,253,732 | $15.7M | 0.02% | +619,385+11.0% | Added |
| Dimensional Fund Advisors LP | 6,741,926 | $16.5M | 0.01% | −348,412−4.9% | Reduced |
| Parametric Portfolio Associates LLC | 8,027,099 | $19.7M | 0.01% | +1,587,540+24.7% | Added |
| FMR LLC | 8,161,651 | $20.0M | 0.00% | +1,081,822+15.3% | Added |
| Northern Trust Corp | 9,078,273 | $22.2M | 0.00% | −3,863,217−29.9% | Reduced |
| Jane Street Group, LLC | 10,253,479 | $25.1M | 0.06% | +1,692,207+19.8% | Added |
| CIBC Private Wealth Group, LLC | 13,498,773 | $33.1M | 0.08% | +409,977+3.1% | Added |
| Goldman Sachs Group Inc | 14,857,627 | $36.4M | 0.01% | +954,258+6.9% | Added |
| Mondrian Investment Partners LTD | 25,967,456 | $63.6M | 1.28% | +2,6820.0% | Added |
| Macquarie Group Ltd | 32,593,603 | $79.9M | 0.07% | −298,075−0.9% | Reduced |
| JPMorgan Chase & Co | 38,381,714 | $94.0M | 0.01% | −415,448−1.1% | Reduced |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,442,139−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −420,716−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −392,264−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −117,546−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −49,766−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −39,398−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −29,917−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −20,899−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −16,868−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,369−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −13,283−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −11,616−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −11,120−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −10,557−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −10,049−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |