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, Q1 2022
Institutional positions in Lloyds Banking Group plc as of Mar 31, 2022. 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
- 298
- +18 vs. Q4 2021
- Shares held
- 309.5M
- +17.9M (+6.1%) vs. Q4 2021
- Total value
- $748.6M
- +$40.3M (+5.7%) vs. Q4 2021
- New holders
- 44
- 145 more added
- Sold out
- 26
- 56 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cook Wealth Management Group LLC | 11,517 | $0 | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 205 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| Dixon Hughes Goodman Wealth Advisors LLC | 475 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 554 | $1.00K | 0.00% | +221+66.4% | Added |
| Marquette Asset Management, LLC | 225 | $1.00K | 0.00% | +225 | New |
| Financial Management Professionals, Inc. | 601 | $1.00K | 0.00% | +601 | New |
| Albion Financial Group | 826 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 697 | $2.00K | 0.00% | +697 | New |
| Prospera Financial Services Inc | 934 | $2.00K | 0.00% | +934 | New |
| NVWM, LLC | 1,010 | $2.00K | 0.00% | +1,010 | New |
| Whittier Trust Co | 1,353 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,055 | $3.00K | 0.00% | +388+58.2% | Added |
| Umb Bank N A | 1,831 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,834 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,602 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,473 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,677 | $4.00K | 0.00% | +696+70.9% | Added |
| HighMark Wealth Management LLC | 1,655 | $4.00K | 0.00% | +663+66.8% | Added |
| Joseph P. Lucia & Associates, LLC | 1,811 | $4.00K | 0.00% | +1,811 | New |
| Atlas Capital Advisors LLC | 2,000 | $4.82K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,050 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,889 | $6.00K | 0.00% | −17,086−85.5% | Reduced |
| Cutler Group LP | 2,520 | $6.00K | 0.00% | −9,450−78.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,445 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,712 | $6.54K | 0.00% | +490+22.1% | Added |
| EverSource Wealth Advisors, LLC | 2,918 | $7.00K | 0.00% | −1,723−37.1% | Reduced |
| First Horizon Advisors, Inc. | 3,153 | $8.00K | 0.00% | −8,185−72.2% | Reduced |
| Bessemer Group Inc | 3,538 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,739 | $9.00K | 0.00% | +3,739 | New |
| Central Trust Co | 4,300 | $10.0K | 0.00% | −58−1.3% | Reduced |
| AdvisorNet Financial, Inc | 3,983 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 4,270 | $10.0K | 0.00% | +588+16.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,338 | $10.0K | 0.00% | +1,425+48.9% | Added |
| TCWP LLC | 5,151 | $12.0K | 0.00% | +5,151 | New |
| TD Waterhouse Canada Inc. | 5,374 | $13.2K | 0.00% | +1,374+34.4% | Added |
| Hexagon Capital Partners LLC | 5,813 | $14.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 5,778 | $14.0K | 0.00% | +2,083+56.4% | Added |
| Wolff Wiese Magana LLC | 6,856 | $17.0K | 0.01% | −141−2.0% | Reduced |
| Glassman Wealth Services | 6,900 | $17.0K | 0.00% | +1,454+26.7% | Added |
| Front Row Advisors LLC | 7,848 | $19.0K | 0.01% | −64−0.8% | Reduced |
| Koshinski Asset Management, Inc. | 8,764 | $21.1K | 0.00% | +4,477+104.4% | Added |
| First Manhattan Co | 9,229 | $22.0K | 0.00% | +2,050+28.6% | Added |
| Ten Capital Wealth Advisors, LLC | 10,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,453 | $25.0K | 0.00% | +10,453 | New |
| GWM Advisors LLC | 10,613 | $26.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 10,867 | $26.2K | 0.00% | −309−2.8% | Reduced |
| Focused Wealth Management, Inc | 11,092 | $27.0K | 0.00% | −8,215−42.5% | Reduced |
| Pacifica Partners Inc. | 11,175 | $27.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,380 | $27.0K | 0.00% | +757+7.1% | Added |
| Radnor Capital Management, LLC | 11,000 | $27.0K | 0.01% | +11,000 | New |
| Kistler-Tiffany Companies, LLC | 11,805 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 11,700 | $28.2K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 12,228 | $29.0K | 0.00% | −8,188−40.1% | Reduced |
| Gateway Advisory, LLC | 12,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 12,033 | $29.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 12,419 | $30.0K | 0.00% | +891+7.7% | Added |
| Bank Hapoalim BM | 13,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 12,837 | $31.0K | 0.00% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 13,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| RMR Wealth Builders | 12,700 | $31.0K | 0.01% | +12,700 | New |
| Fisher Asset Management, LLC | 13,289 | $32.0K | 0.00% | −4,559−25.5% | Reduced |
| Park Avenue Securities LLC | 13,410 | $32.0K | 0.00% | +1,424+11.9% | Added |
| Perigon Wealth Management, LLC | 13,485 | $32.0K | 0.00% | +2,148+18.9% | Added |
| ProVise Management Group, LLC | 13,743 | $33.0K | 0.00% | +22+0.2% | Added |
| Calamos Advisors LLC | 14,073 | $34.0K | 0.00% | −12,209−46.5% | Reduced |
| Claro Advisors LLC | 13,458 | $34.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 14,241 | $34.0K | 0.00% | +14,241 | New |
| Addison Advisors LLC | 14,486 | $35.0K | 0.02% | +14,486 | New |
| Blair William & Co | 14,825 | $36.0K | 0.00% | +14,825 | New |
| Balentine LLC | 14,740 | $36.0K | 0.00% | +14,740 | New |
| Financial Network Wealth Management LLC | 14,840 | $36.0K | 0.02% | +14,840 | New |
| National Bank of Canada | 15,231 | $37.0K | 0.00% | −147,000−90.6% | Reduced |
| Octavia Wealth Advisors, LLC | 15,544 | $37.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 15,824 | $38.0K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 16,001 | $39.0K | 0.00% | 00.0% | Unchanged |
| Auxier Asset Management | 16,500 | $40.0K | 0.01% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 16,551 | $40.0K | 0.02% | +16,551 | New |
| Tranquilli Financial Advisor LLC | 17,054 | $41.0K | 0.03% | +1,656+10.8% | Added |
| Group One Trading, L.P. | 17,164 | $41.0K | 0.00% | +10,631+162.7% | Added |
| Capital Investment Advisory Services, LLC | 17,500 | $42.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 17,429 | $42.0K | 0.00% | +940+5.7% | Added |
| CWM, LLC | 18,291 | $44.0K | 0.00% | +9,800+115.4% | Added |
| Legacy Financial Advisors, Inc. | 18,327 | $44.0K | 0.01% | +18,327 | New |
| Eagle Harbor Asset Management Inc | 18,500 | $44.6K | 0.06% | +5,500+42.3% | Added |
| United Capital Financial Advisers, LLC | 18,631 | $45.0K | 0.00% | +336+1.8% | Added |
| Sigma Planning Corp | 19,527 | $47.0K | 0.00% | −4,865−19.9% | Reduced |
| Ascent Group, LLC | 19,573 | $47.0K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 20,000 | $48.0K | 0.04% | 00.0% | Unchanged |
| Five Oceans Advisors | 19,799 | $48.0K | 0.04% | +19,799 | New |
| Platform Technology Partners | 20,266 | $49.0K | 0.02% | +3,750+22.7% | Added |
| M&R Capital Management Inc | 21,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 20,706 | $50.0K | 0.00% | +2,223+12.0% | Added |
| Tower Research Capital LLC (TRC) | 20,844 | $50.0K | 0.00% | +11,990+135.4% | Added |
| Federation des caisses Desjardins du Quebec | 20,800 | $50.1K | 0.00% | −1,902−8.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,452 | $52.0K | 0.00% | −5,436−20.2% | Reduced |
| Rehmann Capital Advisory Group | 21,594 | $52.0K | 0.00% | +9,875+84.3% | Added |