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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 86,950 | $222.0K | 0.02% | +38,913+81.0% | Added |
| D.A. Davidson & Co. | 86,000 | $219.0K | 0.00% | −70,000−44.9% | Reduced |
| Synovus Financial Corp | 85,133 | $217.0K | 0.00% | +980+1.2% | Added |
| Alterna Wealth Management, Inc | 84,236 | $215.0K | 0.18% | +84,236 | New |
| Creative Planning | 83,239 | $212.0K | 0.00% | +29,824+55.8% | Added |
| Earnest Partners LLC | 80,963 | $206.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 78,848 | $201.0K | 0.00% | +53,608+212.4% | Added |
| West Family Investments, Inc. | 76,631 | $195.0K | 0.05% | −10,865−12.4% | Reduced |
| Corient Capital Partners, LLC | 71,123 | $181.0K | 0.01% | +4,469+6.7% | Added |
| Cerity Partners LLC | 68,598 | $180.0K | 0.00% | +55,431+421.0% | Added |
| Evergreen Capital Management LLC | 70,190 | $179.0K | 0.01% | +14,271+25.5% | Added |
| King Luther Capital Management Corp | 68,306 | $174.0K | 0.00% | +3,306+5.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 66,236 | $169.0K | 0.15% | +66,236 | New |
| Winning Points Advisors, LLC | 58,000 | $165.0K | 0.12% | +58,000 | New |
| Advisory Services Network, LLC | 64,481 | $164.0K | 0.00% | +17,116+36.1% | Added |
| Vanguard Capital Wealth Advisors | 61,533 | $156.0K | 0.11% | −46,513−43.0% | Reduced |
| Cidel Asset Management Inc | 57,036 | $145.0K | 0.01% | +57,036 | New |
| 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 |
| Two Sigma Investments, LP | 54,266 | $138.0K | 0.00% | +40,900+306.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,151 | $136.0K | 0.00% | +7,101+15.4% | Added |
| 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 |
| Millennium Management LLC | 50,114 | $128.0K | 0.00% | −1,063,724−95.5% | Reduced |
| Schechter Investment Advisors, LLC | 49,124 | $125.0K | 0.01% | +49,124 | New |
| Scotia Capital Inc. | 47,719 | $122.0K | 0.00% | −1,533−3.1% | Reduced |
| Parallel Advisors, LLC | 46,376 | $118.0K | 0.00% | +15,373+49.6% | Added |
| Cypress Wealth Services, LLC | 45,534 | $116.0K | 0.03% | +10,428+29.7% | Added |
| Private Advisor Group, LLC | 45,339 | $115.0K | 0.00% | −34,030−42.9% | Reduced |
| 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 |
| Cottonwood Capital Advisors, LLC | 43,360 | $111.0K | 0.09% | +43,360 | New |
| CFO4Life Group, LLC | 42,582 | $109.0K | 0.02% | +1,073+2.6% | Added |
| 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 |
| Alliance Wealth Advisors, LLC | 41,676 | $106.0K | 0.09% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 41,065 | $105.0K | 0.01% | +7,421+22.1% | Added |
| Ballentine Partners, LLC | 40,752 | $104.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cetera Investment Advisers | 36,334 | $93.0K | 0.00% | +4,267+13.3% | Added |
| Optas, LLC | 35,629 | $91.0K | 0.03% | +6,182+21.0% | 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 |
| 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 |
| Virtue Capital Management, LLC | 33,747 | $86.0K | 0.01% | +11,933+54.7% | Added |
| International Assets Investment Management, LLC | 33,040 | $84.0K | 0.01% | −670−2.0% | Reduced |
| Summit X, LLC | 32,559 | $83.0K | 0.02% | +13,259+68.7% | Added |
| Cable Hill Partners, LLC | 31,071 | $79.0K | 0.02% | +9,905+46.8% | Added |
| Sequoia Financial Advisors, LLC | 29,965 | $76.0K | 0.00% | +29,965 | New |
| Cresset Asset Management, LLC | 28,093 | $72.0K | 0.00% | −76,994−73.3% | Reduced |
| 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 |
| Avantax Advisory Services, Inc. | 27,565 | $70.0K | 0.00% | +16,790+155.8% | Added |
| 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 |
| 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 |
| State Street Corp | 25,804 | $66.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sigma Planning Corp | 24,392 | $62.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 24,084 | $62.0K | 0.00% | +24,084 | New |
| MAI Capital Management | 24,059 | $61.0K | 0.00% | +24,059 | New |
| 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 |
| Federation des caisses Desjardins du Quebec | 22,702 | $57.9K | 0.00% | −1,200−5.0% | Reduced |
| 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 |
| 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 |
| Ascent Group, LLC | 19,573 | $54.0K | 0.01% | +19,573 | 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 |
| Wealthspire Advisors, LLC | 20,202 | $52.0K | 0.00% | −1,124−5.3% | Reduced |
| Janney Montgomery Scott LLC | 20,532 | $52.0K | 0.00% | −399−1.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 20,416 | $52.0K | 0.01% | +2,495+13.9% | Added |
| 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 |
| Park Circle Co | 20,000 | $51.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 20,054 | $51.0K | 0.00% | +3,883+24.0% | Added |
| Geneos Wealth Management Inc. | 19,975 | $50.0K | 0.00% | −1,064−5.1% | Reduced |
| Focused Wealth Management, Inc | 19,307 | $49.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 18,295 | $47.0K | 0.00% | +929+5.3% | Added |
| Boston Private Wealth LLC | 18,896 | $47.0K | 0.00% | +5,939+45.8% | Added |
| Stephens Inc | 18,483 | $47.0K | 0.00% | +18,483 | New |
| Fisher Asset Management, LLC | 17,848 | $46.0K | 0.00% | −10,299−36.6% | Reduced |
| Kestra Advisory Services, LLC | 17,954 | $46.0K | 0.00% | −7,506−29.5% | Reduced |
| Capital Investment Advisory Services, LLC | 17,500 | $45.0K | 0.01% | +1,500+9.4% | Added |
| Moody National Bank Trust Division | 17,277 | $44.0K | 0.00% | +17,277 | New |
| Arrowstreet Capital, Limited Partnership | 16,790 | $43.0K | 0.00% | +16,790 | New |
| Auxier Asset Management | 16,500 | $42.0K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 16,516 | $42.0K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 16,489 | $42.0K | 0.00% | +3,526+27.2% | Added |
| Peapack Gladstone Financial Corp | 16,001 | $41.0K | 0.00% | +6,001+60.0% | Added |