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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 15,751 | $40.0K | 0.01% | +201+1.3% | Added |
| IFG Advisory, LLC | 15,824 | $40.0K | 0.00% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 15,544 | $40.0K | 0.01% | +5,063+48.3% | Added |
| Beacon Pointe Advisors, LLC | 15,649 | $40.0K | 0.00% | +15,649 | New |
| SG Americas Securities, LLC | 15,132 | $39.0K | 0.00% | −296,200−95.1% | Reduced |
| Tranquilli Financial Advisor LLC | 15,398 | $39.0K | 0.03% | +3,429+28.6% | Added |
| Avantax Planning Partners, Inc. | 14,695 | $37.0K | 0.00% | +3,144+27.2% | Added |
| ProVise Management Group, LLC | 13,721 | $35.0K | 0.00% | +13,721 | New |
| Claro Advisors LLC | 13,458 | $34.0K | 0.01% | +2,799+26.3% | Added |
| Eagle Harbor Asset Management Inc | 13,000 | $33.1K | 0.04% | +13,000 | New |
| Bank Hapoalim BM | 13,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 12,837 | $33.0K | 0.00% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 13,000 | $33.0K | 0.00% | +13,000 | New |
| Pacifica Partners Inc. | 11,175 | $32.0K | 0.02% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 12,000 | $31.0K | 0.01% | −127−1.0% | Reduced |
| Concord Wealth Partners | 12,033 | $31.0K | 0.01% | +4,411+57.9% | Added |
| Park Avenue Securities LLC | 11,986 | $31.0K | 0.00% | +11,986 | New |
| Cutler Group LP | 11,970 | $30.0K | 0.00% | −10,020−45.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 11,805 | $30.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 11,870 | $30.0K | 0.00% | +11,870 | New |
| Rehmann Capital Advisory Group | 11,719 | $29.9K | 0.00% | +11,719 | New |
| Bulltick Wealth Management, LLC | 11,700 | $29.8K | 0.01% | +11,700 | New |
| PDS Planning, Inc | 11,389 | $29.0K | 0.01% | −546−4.6% | Reduced |
| Brighton Jones LLC | 11,502 | $29.0K | 0.00% | +417+3.8% | Added |
| Perigon Wealth Management, LLC | 11,337 | $29.0K | 0.00% | +367+3.3% | Added |
| First Horizon Advisors, Inc. | 11,338 | $29.0K | 0.00% | +3,473+44.2% | Added |
| Dorsey & Whitney Trust CO LLC | 11,528 | $29.0K | 0.00% | +11,528 | New |
| American Portfolios Advisors | 11,176 | $28.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,613 | $27.0K | 0.00% | −825−7.2% | Reduced |
| Kestra Private Wealth Services, LLC | 10,623 | $27.0K | 0.00% | +10,623 | New |
| Exencial Wealth Advisors, LLC | 10,369 | $26.0K | 0.00% | −220,470−95.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 10,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,092 | $26.0K | 0.00% | +10,092 | New |
| Captrust Financial Advisors | 9,825 | $25.0K | 0.00% | +7,336+294.7% | Added |
| Tower Research Capital LLC (TRC) | 8,854 | $23.0K | 0.00% | +8,854 | New |
| CWM, LLC | 8,491 | $22.0K | 0.00% | +8,491 | New |
| Front Row Advisors LLC | 7,912 | $20.0K | 0.01% | +7,912 | New |
| Wolff Wiese Magana LLC | 6,997 | $18.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 7,179 | $18.0K | 0.00% | +4,100+133.2% | Added |
| Group One Trading, L.P. | 6,533 | $17.0K | 0.00% | −97,599−93.7% | Reduced |
| Hexagon Capital Partners LLC | 5,813 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5,446 | $14.0K | 0.00% | +1,561+40.2% | Added |
| EverSource Wealth Advisors, LLC | 4,641 | $12.0K | 0.00% | +4,641 | New |
| Central Trust Co | 4,358 | $11.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,287 | $10.9K | 0.00% | +360+9.2% | Added |
| TD Waterhouse Canada Inc. | 4,000 | $10.6K | 0.00% | +4,000 | New |
| AdvisorNet Financial, Inc | 3,983 | $10.0K | 0.00% | +880+28.4% | Added |
| Widmann Financial Services, Inc. | 4,100 | $10.0K | 0.01% | +4,100 | New |
| Bessemer Group Inc | 3,538 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3,682 | $9.00K | 0.00% | +2,772+304.6% | Added |
| Howe & Rusling Inc | 3,695 | $9.00K | 0.00% | +3,695 | New |
| Cook Wealth Management Group LLC | 11,517 | $8.00K | 0.01% | +11,517 | New |
| Steward Partners Investment Advisory, LLC | 2,913 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,445 | $6.00K | 0.00% | +2,445 | New |
| Raffa Wealth Management, LLC | 2,222 | $5.67K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,050 | $5.00K | 0.00% | −68,433−97.1% | Reduced |
| Investors Research Corp | 2,135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,873 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,834 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,831 | $5.00K | 0.00% | +1,831 | New |
| Arlington Partners LLC | 1,902 | $5.00K | 0.00% | +1,902 | New |
| Bellevue Asset Management, LLC | 1,473 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,602 | $4.00K | 0.00% | +1,602 | New |
| Whittier Trust Co | 1,353 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,007 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 981 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 991 | $3.00K | 0.00% | +991 | New |
| HighMark Wealth Management LLC | 992 | $3.00K | 0.00% | +992 | New |
| Albion Financial Group | 826 | $2.00K | 0.00% | −750−47.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 667 | $2.00K | 0.00% | +667 | New |
| TD Private Client Wealth LLC | 776 | $1.98K | 0.00% | +776 | New |
| Hantz Financial Services, Inc. | 474 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 454 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 290 | $1.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 205 | $1.00K | 0.00% | +205 | New |
| Snowden Capital Advisors LLC | 778 | $1.00K | 0.00% | +778 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 475 | $1.00K | 0.00% | +475 | New |
| Huntington National Bank | 333 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 242 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 190 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |