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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 148,244 | $377.0K | 0.04% | +57,588+63.5% | Added |
| Altium Wealth Management LLC | 150,780 | $384.0K | 0.02% | +2,049+1.4% | Added |
| BNP Paribas Arbitrage, SA | 158,675 | $404.6K | 0.00% | +158,675 | New |
| National Bank of Canada | 162,231 | $412.0K | 0.00% | +162,231 | New |
| Ritholtz Wealth Management | 165,697 | $423.0K | 0.03% | −1,466−0.9% | Reduced |
| Paloma Partners Management Co | 166,520 | $425.0K | 0.01% | +166,520 | New |
| Eagle Asset Management Inc | 183,990 | $467.0K | 0.00% | +5,865+3.3% | Added |
| Edge Wealth Management LLC | 200,000 | $510.0K | 0.09% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 211,600 | $540.0K | 0.01% | +80,492+61.4% | Added |
| Cetera Advisors LLC | 226,510 | $578.0K | 0.01% | −199,997−46.9% | Reduced |
| Cetera Advisor Networks LLC | 242,049 | $617.0K | 0.01% | +14,662+6.4% | Added |
| MML Investors Services, LLC | 255,866 | $652.0K | 0.00% | +86,657+51.2% | Added |
| Advisor Group Holdings, Inc. | 262,171 | $669.0K | 0.00% | +97,773+59.5% | Added |
| Bank of New York Mellon Corp | 273,182 | $696.0K | 0.00% | −14,191−4.9% | Reduced |
| Yousif Capital Management, LLC | 274,842 | $701.0K | 0.01% | +274,842 | New |
| SEI Investments Co | 272,894 | $715.0K | 0.00% | +259,413+1,924.3% | Added |
| Comerica Bank | 281,042 | $773.0K | 0.01% | −20,771−6.9% | Reduced |
| US Bancorp | 307,718 | $784.0K | 0.00% | +26,568+9.4% | Added |
| Veriti Management LLC | 309,940 | $790.0K | 0.10% | +25,010+8.8% | Added |
| Advisor Partners LLC | 311,111 | $794.0K | 0.05% | +6,061+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 319,152 | $814.0K | 0.01% | +23,606+8.0% | Added |
| Truist Financial Corp | 321,232 | $819.0K | 0.00% | +119,560+59.3% | Added |
| Geode Capital Management, LLC | 325,440 | $829.0K | 0.00% | −4,819−1.5% | Reduced |
| Compagnie Lombard Odier SCmA | 328,433 | $838.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 329,135 | $839.0K | 0.00% | +15,150+4.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 392,610 | $1.00M | 0.00% | +56,872+16.9% | Added |
| LPL Financial LLC | 413,567 | $1.05M | 0.00% | +214,684+107.9% | Added |
| HRT Financial LP | 420,426 | $1.07M | 0.01% | +193,696+85.4% | Added |
| Susquehanna International Group, LLP | 491,236 | $1.25M | 0.00% | −55,759−10.2% | Reduced |
| Ethic Inc. | 506,715 | $1.29M | 0.10% | +211,320+71.5% | Added |
| First Eagle Investment Management, LLC | 635,874 | $1.62M | 0.00% | +340,919+115.6% | Added |
| Calamos Wealth Management LLC | 678,915 | $1.73M | 0.13% | −117,252−14.7% | Reduced |
| Henry James International Management, Inc. | 700,000 | $1.78M | 0.55% | 00.0% | Unchanged |
| Marshall Wace, LLP | 702,626 | $1.79M | 0.00% | +702,626 | New |
| Brasada Capital Management, LP | 649,277 | $1.95M | 0.37% | +100,975+18.4% | Added |
| Natixis Advisors, L.P. | 783,967 | $2.00M | 0.01% | +85,710+12.3% | Added |
| Oppenheimer Asset Management Inc. | 791,598 | $2.02M | 0.03% | −40,425−4.9% | Reduced |
| Silvercrest Asset Management Group LLC | 805,395 | $2.05M | 0.01% | +12,385+1.6% | Added |
| Ameriprise Financial Inc | 824,962 | $2.10M | 0.00% | +191,010+30.1% | Added |
| Citigroup Inc | 827,676 | $2.11M | 0.00% | +306,158+58.7% | Added |
| Royal Bank of Canada | 837,028 | $2.13M | 0.00% | −61,822−6.9% | Reduced |
| Semmax Financial Advisors Inc. | 848,765 | $2.16M | 0.80% | +263,117+44.9% | Added |
| Raymond James & Associates | 876,554 | $2.23M | 0.00% | +535,901+157.3% | Added |
| Commonwealth Equity Services, LLC | 972,897 | $2.48M | 0.01% | −7,957−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 1,062,463 | $2.71M | 0.06% | +103,884+10.8% | Added |
| DRW Securities, LLC | 1,078,134 | $2.75M | 0.24% | −10,000−0.9% | Reduced |
| Advisors Management Group Inc | 1,149,296 | $2.93M | 0.88% | −4,088−0.4% | Reduced |
| First Trust Advisors LP | 1,166,005 | $2.97M | 0.00% | +20,549+1.8% | Added |
| American Century Companies Inc | 1,205,489 | $3.07M | 0.00% | +183,721+18.0% | Added |
| Boston Common Asset Management, LLC | 1,209,921 | $3.08M | 0.12% | +1,209,921 | New |
| CIBC World Markets Inc. | 1,242,924 | $3.17M | 0.01% | −9,209−0.7% | Reduced |
| Envestnet Asset Management Inc | 1,363,850 | $3.48M | 0.00% | +616,154+82.4% | Added |
| Rockefeller Capital Management L.P. | 1,472,584 | $3.75M | 0.02% | +13,364+0.9% | Added |
| Maven Securities LTD | 1,691,581 | $4.31M | 0.54% | 00.0% | Unchanged |
| UBS Group AG | 1,763,957 | $4.50M | 0.00% | −96,464−5.2% | Reduced |
| Franklin Resources Inc | 1,814,849 | $4.63M | 0.00% | +1,814,849 | New |
| Bard Financial Services, Inc. | 1,936,785 | $4.94M | 0.40% | −25,790−1.3% | Reduced |
| Neuberger Berman Group LLC | 2,346,190 | $5.37M | 0.00% | +2,346,190 | New |
| The PNC Financial Services Group, Inc. | 2,376,068 | $6.06M | 0.01% | −32,937−1.4% | Reduced |
| Morgan Stanley | 2,790,851 | $7.12M | 0.00% | +22,040+0.8% | Added |
| Bank of Montreal | 2,835,721 | $7.23M | 0.00% | +48,569+1.7% | Added |
| Verition Fund Management LLC | 3,417,158 | $8.71M | 0.11% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,569,020 | $9.10M | 0.00% | +525,885+17.3% | Added |
| BlackRock Inc. | 3,930,461 | $10.0M | 0.00% | +122,630+3.2% | Added |
| Deutsche Bank AG | 3,991,355 | $10.2M | 0.00% | +3,991,355 | New |
| Citadel Advisors LLC | 4,079,808 | $10.4M | 0.01% | +2,486,725+156.1% | Added |
| Cowen Investment Management LLC | 4,610,383 | $11.8M | 2.54% | −349,700−7.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 18,460,183 | $11.9M | 0.49% | +18,460,183 | New |
| Bank of America Corp | 6,602,005 | $16.8M | 0.00% | +3,658,022+124.3% | Added |
| Dimensional Fund Advisors LP | 7,926,528 | $20.2M | 0.01% | +1,184,602+17.6% | Added |
| Morningstar Investment Services LLC | 8,846,517 | $22.6M | 0.25% | +3,018,830+51.8% | Added |
| Parametric Portfolio Associates LLC | 9,644,474 | $24.6M | 0.01% | +1,617,375+20.1% | Added |
| Jane Street Group, LLC | 10,481,635 | $26.7M | 0.05% | +228,156+2.2% | Added |
| FMR LLC | 10,642,210 | $27.1M | 0.00% | +2,480,559+30.4% | Added |
| Northern Trust Corp | 10,649,272 | $27.2M | 0.00% | +1,570,999+17.3% | Added |
| Optiver Holding B.V. | 12,947,453 | $33.0M | 0.04% | +6,693,721+107.0% | Added |
| CIBC Private Wealth Group, LLC | 14,161,763 | $36.1M | 0.07% | +662,990+4.9% | Added |
| Goldman Sachs Group Inc | 15,559,047 | $39.7M | 0.01% | +701,420+4.7% | Added |
| Mondrian Investment Partners LTD | 25,967,456 | $66.2M | 1.31% | 00.0% | Unchanged |
| Macquarie Group Ltd | 28,442,224 | $72.5M | 0.06% | −4,151,379−12.7% | Reduced |
| JPMorgan Chase & Co | 33,313,277 | $84.9M | 0.01% | −5,068,437−13.2% | Reduced |
| Sofos Investments, Inc. | 81 | – | – | −2,768−97.2% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,708,800−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,406,757−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −920,449−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −1,653,154−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −198,664−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −127,920−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −121,489−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −120,228−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −91,161−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −68,000−100.0% | Sold out |
| Botty Investors LLC | 0 | $0 | 0.00% | −48,735−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −44,299−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −35,796−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −28,629−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −24,131−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −20,762−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −13,901−100.0% | Sold out |
| Sandbox Financial Partners, LLC | 0 | $0 | 0.00% | −91,950−100.0% | Sold out |