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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 80,963 | $198.0K | 0.00% | −2,938−3.5% | Reduced |
| Private Advisor Group, LLC | 79,369 | $195.0K | 0.00% | +39,099+97.1% | Added |
| JustInvest LLC | 72,011 | $176.0K | 0.02% | +72,011 | New |
| Barclays PLC | 70,483 | $173.0K | 0.00% | −109,408−60.8% | Reduced |
| Prelude Capital Management, LLC | 68,000 | $167.0K | 0.01% | +68,000 | New |
| Corient Capital Partners, LLC | 66,654 | $163.0K | 0.01% | −3,627−5.2% | Reduced |
| King Luther Capital Management Corp | 65,000 | $159.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 55,919 | $137.0K | 0.01% | +4,021+7.7% | Added |
| Ellevest, Inc. | 55,320 | $136.0K | 0.01% | −27,391−33.1% | Reduced |
| Two Sigma Securities, LLC | 54,427 | $133.0K | 0.03% | +54,427 | New |
| Creative Planning | 53,415 | $131.0K | 0.00% | +7,282+15.8% | Added |
| KCS Wealth Advisory | 53,238 | $130.0K | 0.06% | −4,995−8.6% | Reduced |
| Scotia Capital Inc. | 49,252 | $121.0K | 0.00% | −3,400−6.5% | Reduced |
| Botty Investors LLC | 48,735 | $119.0K | 0.04% | +48,735 | New |
| CAPROCK Group, Inc. | 48,037 | $118.0K | 0.01% | +13,605+39.5% | 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 |
| Cambridge Investment Research Advisors, Inc. | 46,050 | $113.0K | 0.00% | +1,302+2.9% | Added |
| Mercer Global Advisors Inc | 45,725 | $112.0K | 0.00% | +4,513+11.0% | Added |
| XTX Topco Ltd | 44,299 | $109.0K | 0.04% | +44,299 | New |
| 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 |
| Ballentine Partners, LLC | 40,752 | $100.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cypress Wealth Services, LLC | 35,106 | $86.0K | 0.03% | −2,274−6.1% | Reduced |
| M&R Capital Management Inc | 35,000 | $85.0K | 0.02% | −5,000−12.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Parallel Advisors, LLC | 31,003 | $76.0K | 0.00% | +5,074+19.6% | 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 |
| Pathstone Family Office, LLC | 28,922 | $71.0K | 0.00% | +11,653+67.5% | Added |
| McDonald Partners LLC | 28,629 | $70.0K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 28,147 | $69.0K | 0.00% | +10,405+58.6% | Added |
| Marcum Wealth, LLC | 27,153 | $67.0K | 0.01% | +74+0.3% | Added |
| Lindbrook Capital, LLC | 26,469 | $65.0K | 0.02% | +1,359+5.4% | Added |
| State Street Corp | 25,804 | $63.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sigma Planning Corp | 24,392 | $60.0K | 0.00% | −4,472−15.5% | Reduced |
| Valeo Financial Advisors, LLC | 24,131 | $59.0K | 0.00% | +3,925+19.4% | Added |
| Federation des caisses Desjardins du Quebec | 23,902 | $58.6K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 23,502 | $58.0K | 0.00% | +12,253+108.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 23,091 | $57.0K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 23,044 | $56.0K | 0.00% | −162,662−87.6% | Reduced |
| 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 |
| 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 |
| Cable Hill Partners, LLC | 21,166 | $52.0K | 0.01% | +21,166 | New |
| 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 |
| Summit X, LLC | 19,300 | $50.0K | 0.01% | +1,684+9.6% | Added |
| Park Circle Co | 20,000 | $49.0K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 19,617 | $48.0K | 0.01% | −2,626−11.8% | Reduced |
| 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 |
| 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 |
| Foundations Investment Advisors, LLC | 18,059 | $45.0K | 0.00% | +3,650+25.3% | Added |
| Baker Tilly Wealth Management, LLC | 17,921 | $44.0K | 0.01% | −6,825−27.6% | Reduced |
| United Capital Financial Advisers, LLC | 17,366 | $43.0K | 0.00% | −4,100−19.1% | Reduced |
| Latitude Advisors, LLC | 16,630 | $41.0K | 0.01% | +16,630 | New |
| 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 |
| Capital Investment Advisory Services, LLC | 16,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Two Sigma Investments, LP | 13,366 | $33.0K | 0.00% | −21,631−61.8% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 11,176 | $27.4K | 0.00% | +462+4.3% | Added |