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, Q4 2021
Institutional positions in Lloyds Banking Group plc as of Dec 31, 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
- 282
- +30 vs. Q3 2021
- Shares held
- 291.6M
- +40.9M (+16.3%) vs. Q3 2021
- Total value
- $708.3M
- +$96.8M (+15.8%) vs. Q3 2021
- New holders
- 63
- 121 more added
- Sold out
- 33
- 53 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 20,367 | $52.0K | 0.00% | +4,885+31.6% | Added |
| BSW Wealth Partners | 20,312 | $52.0K | 0.01% | +20,312 | New |
| M&R Capital Management Inc | 21,000 | $53.0K | 0.01% | −14,000−40.0% | Reduced |
| M&T Bank Corp | 20,873 | $53.0K | 0.00% | −614−2.9% | Reduced |
| Ascent Group, LLC | 19,573 | $54.0K | 0.01% | +19,573 | New |
| Independent Advisor Alliance | 21,977 | $56.0K | 0.00% | +3,134+16.6% | Added |
| Sage Rhino Capital LLC | 21,813 | $56.0K | 0.02% | +2,971+15.8% | Added |
| Brown Advisory Inc | 22,113 | $57.0K | 0.00% | +445+2.1% | Added |
| Aaron Wealth Advisors | 22,473 | $57.0K | 0.02% | +11,826+111.1% | Added |
| Federation des caisses Desjardins du Quebec | 22,702 | $57.9K | 0.00% | −1,200−5.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 23,091 | $59.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 23,391 | $59.0K | 0.00% | +10,827+86.2% | Added |
| MAI Capital Management | 24,059 | $61.0K | 0.00% | +24,059 | New |
| Sigma Planning Corp | 24,392 | $62.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 24,084 | $62.0K | 0.00% | +24,084 | New |
| Latitude Advisors, LLC | 25,156 | $64.0K | 0.02% | +8,526+51.3% | Added |
| Glenmede Trust Co NA | 25,273 | $64.0K | 0.00% | +25,273 | New |
| State Street Corp | 25,804 | $66.0K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 26,282 | $67.0K | 0.00% | −5,949−18.5% | Reduced |
| Lindbrook Capital, LLC | 26,364 | $67.0K | 0.01% | −105−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,888 | $68.0K | 0.00% | +5,564+26.1% | Added |
| Holistic Financial Partners | 26,574 | $68.0K | 0.04% | +26,574 | New |
| Avantax Advisory Services, Inc. | 27,565 | $70.0K | 0.00% | +16,790+155.8% | Added |
| Personal Cfo Solutions, LLC | 27,746 | $71.0K | 0.01% | +8,129+41.4% | Added |
| Stifel Financial Corp | 27,611 | $71.0K | 0.00% | +27,611 | New |
| Cresset Asset Management, LLC | 28,093 | $72.0K | 0.00% | −76,994−73.3% | Reduced |
| Sequoia Financial Advisors, LLC | 29,965 | $76.0K | 0.00% | +29,965 | New |
| Cable Hill Partners, LLC | 31,071 | $79.0K | 0.02% | +9,905+46.8% | Added |
| Summit X, LLC | 32,559 | $83.0K | 0.02% | +13,259+68.7% | Added |
| International Assets Investment Management, LLC | 33,040 | $84.0K | 0.01% | −670−2.0% | Reduced |
| Virtue Capital Management, LLC | 33,747 | $86.0K | 0.01% | +11,933+54.7% | Added |
| Checchi Capital Advisers, LLC | 33,985 | $87.0K | 0.01% | −2,001−5.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 34,000 | $87.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 34,241 | $87.0K | 0.01% | +966+2.9% | Added |
| Enterprise Financial Services Corp | 34,257 | $87.0K | 0.01% | +14,931+77.3% | Added |
| Brookstone Capital Management | 31,297 | $89.0K | 0.00% | +11,542+58.4% | Added |
| Clarius Group, LLC | 34,921 | $89.0K | 0.01% | +19,547+127.1% | Added |
| Optas, LLC | 35,629 | $91.0K | 0.03% | +6,182+21.0% | Added |
| Cetera Investment Advisers | 36,334 | $93.0K | 0.00% | +4,267+13.3% | Added |
| Freestone Capital Holdings, LLC | 40,070 | $102.0K | 0.00% | +16,568+70.5% | Added |
| Fort Point Capital Partners LLC | 40,000 | $102.0K | 0.01% | +40,000 | New |
| Ballentine Partners, LLC | 40,752 | $104.0K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 41,065 | $105.0K | 0.01% | +7,421+22.1% | Added |
| Alliance Wealth Advisors, LLC | 41,676 | $106.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 42,454 | $108.0K | 0.02% | +13,022+44.2% | Added |
| Marcum Wealth, LLC | 42,207 | $108.0K | 0.02% | +15,054+55.4% | Added |
| Spire Wealth Management | 42,278 | $108.0K | 0.00% | +21,630+104.8% | Added |
| CFO4Life Group, LLC | 42,582 | $109.0K | 0.02% | +1,073+2.6% | Added |
| Cottonwood Capital Advisors, LLC | 43,360 | $111.0K | 0.09% | +43,360 | New |
| KCS Wealth Advisory | 44,377 | $113.0K | 0.05% | −8,861−16.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 39,114 | $113.0K | 0.02% | +39,114 | New |
| Private Advisor Group, LLC | 45,339 | $115.0K | 0.00% | −34,030−42.9% | Reduced |
| Cypress Wealth Services, LLC | 45,534 | $116.0K | 0.03% | +10,428+29.7% | Added |
| Parallel Advisors, LLC | 46,376 | $118.0K | 0.00% | +15,373+49.6% | Added |
| Scotia Capital Inc. | 47,719 | $122.0K | 0.00% | −1,533−3.1% | Reduced |
| Schechter Investment Advisors, LLC | 49,124 | $125.0K | 0.01% | +49,124 | New |
| Millennium Management LLC | 50,114 | $128.0K | 0.00% | −1,063,724−95.5% | Reduced |
| Two Sigma Securities, LLC | 52,626 | $134.0K | 0.03% | −1,801−3.3% | Reduced |
| Mercer Global Advisors Inc | 52,667 | $134.0K | 0.00% | +6,942+15.2% | Added |
| Pathstone Family Office, LLC | 52,538 | $134.0K | 0.00% | +23,616+81.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,151 | $136.0K | 0.00% | +7,101+15.4% | Added |
| Two Sigma Investments, LP | 54,266 | $138.0K | 0.00% | +40,900+306.0% | Added |
| Foundations Investment Advisors, LLC | 49,414 | $143.0K | 0.01% | +31,355+173.6% | Added |
| Eaton Vance Management | 56,115 | $143.0K | 0.00% | +2,901+5.5% | Added |
| Cidel Asset Management Inc | 57,036 | $145.0K | 0.01% | +57,036 | New |
| Vanguard Capital Wealth Advisors | 61,533 | $156.0K | 0.11% | −46,513−43.0% | Reduced |
| Advisory Services Network, LLC | 64,481 | $164.0K | 0.00% | +17,116+36.1% | Added |
| Winning Points Advisors, LLC | 58,000 | $165.0K | 0.12% | +58,000 | New |
| CarsonAllaria Wealth Management, Ltd. | 66,236 | $169.0K | 0.15% | +66,236 | New |
| King Luther Capital Management Corp | 68,306 | $174.0K | 0.00% | +3,306+5.1% | Added |
| Evergreen Capital Management LLC | 70,190 | $179.0K | 0.01% | +14,271+25.5% | Added |
| Cerity Partners LLC | 68,598 | $180.0K | 0.00% | +55,431+421.0% | Added |
| Corient Capital Partners, LLC | 71,123 | $181.0K | 0.01% | +4,469+6.7% | Added |
| West Family Investments, Inc. | 76,631 | $195.0K | 0.05% | −10,865−12.4% | Reduced |
| Bokf, NA | 78,848 | $201.0K | 0.00% | +53,608+212.4% | Added |
| Earnest Partners LLC | 80,963 | $206.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 83,239 | $212.0K | 0.00% | +29,824+55.8% | Added |
| Alterna Wealth Management, Inc | 84,236 | $215.0K | 0.18% | +84,236 | New |
| Synovus Financial Corp | 85,133 | $217.0K | 0.00% | +980+1.2% | Added |
| D.A. Davidson & Co. | 86,000 | $219.0K | 0.00% | −70,000−44.9% | Reduced |
| CAPROCK Group, Inc. | 86,950 | $222.0K | 0.02% | +38,913+81.0% | Added |
| Susquehanna Fundamental Investments, LLC | 95,582 | $244.0K | 0.01% | −915,749−90.5% | Reduced |
| Strategic Wealth Advisors Group, LLC | 93,663 | $244.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 95,752 | $244.0K | 0.00% | +95,752 | New |
| Quadrant Capital Group LLC | 95,979 | $245.0K | 0.03% | +4,479+4.9% | Added |
| Leuthold Group, LLC | 98,223 | $250.0K | 0.03% | +98,223 | New |
| JustInvest LLC | 102,264 | $261.0K | 0.02% | +30,253+42.0% | Added |
| Ellevest, Inc. | 104,515 | $267.0K | 0.02% | +49,195+88.9% | Added |
| Wetherby Asset Management Inc | 105,591 | $269.0K | 0.02% | +7,515+7.7% | Added |
| Simplex Trading, LLC | 105,829 | $269.0K | 0.01% | +73,734+229.7% | Added |
| Assetmark, Inc | 106,026 | $270.0K | 0.00% | +106,026 | New |
| Signaturefd, LLC | 110,776 | $282.0K | 0.01% | +17,706+19.0% | Added |
| Squarepoint Ops LLC | 110,934 | $283.0K | 0.00% | +87,890+381.4% | Added |
| Intrust Bank NA | 119,065 | $303.0K | 0.04% | +32,432+37.4% | Added |
| Forum Financial Management, LP | 119,569 | $305.0K | 0.02% | +119,569 | New |
| Henshaw Capital LLC | 125,671 | $320.5K | 0.02% | +38,425+44.0% | Added |
| IFP Advisors, Inc | 131,760 | $341.0K | 0.01% | +37,016+39.1% | Added |
| Eqis Capital Management, Inc. | 137,098 | $350.0K | 0.03% | −6,629−4.6% | Reduced |
| Pacer Advisors, Inc. | 139,772 | $356.0K | 0.00% | −1,509−1.1% | Reduced |
| Anchor Investment Management, LLC | 142,500 | $363.4K | 0.05% | +7,000+5.2% | Added |