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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Ten Capital Wealth Advisors, LLC | 10,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 8,547 | $21.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 7,622 | $19.0K | 0.01% | −420−5.2% | Reduced |
| First Horizon Advisors, Inc. | 7,865 | $18.0K | 0.00% | +7,271+1,224.1% | Added |
| Wolff Wiese Magana LLC | 6,997 | $17.0K | 0.01% | +2,703+62.9% | Added |
| 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 |
| Central Trust Co | 4,358 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,885 | $10.0K | 0.00% | +658+20.4% | Added |
| Koshinski Asset Management, Inc. | 3,927 | $9.62K | 0.00% | +3,927 | New |
| Bessemer Group Inc | 3,538 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,103 | $8.00K | 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 |
| Captrust Financial Advisors | 2,489 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,222 | $5.44K | 0.00% | 00.0% | Unchanged |
| 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 |
| Atlas Capital Advisors LLC | 2,000 | $4.90K | 0.00% | +2,000 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |