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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 21,890 | $53.0K | 0.00% | −20,388−48.2% | Reduced |
| M&T Bank Corp | 22,140 | $53.0K | 0.00% | +1,267+6.1% | Added |
| Raymond James Trust N.A. | 22,185 | $53.0K | 0.00% | +1,818+8.9% | Added |
| Telos Capital Management, Inc. | 21,794 | $53.0K | 0.01% | +21,794 | New |
| MAI Capital Management | 23,365 | $56.0K | 0.00% | −694−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 23,391 | $56.0K | 0.00% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 23,091 | $56.0K | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 24,658 | $59.0K | 0.00% | −615−2.4% | Reduced |
| Keel Point, LLC | 24,620 | $59.0K | 0.01% | +8,869+56.3% | Added |
| Fort Point Capital Partners LLC | 25,000 | $60.0K | 0.01% | −15,000−37.5% | Reduced |
| Moody National Bank Trust Division | 25,083 | $60.0K | 0.00% | +7,806+45.2% | Added |
| Cerity Partners LLC | 24,508 | $61.0K | 0.00% | −44,090−64.3% | Reduced |
| State Street Corp | 25,804 | $62.0K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 25,860 | $62.0K | 0.01% | +14,471+127.1% | Added |
| Heritage Wealth Management, LLC | 25,923 | $62.0K | 0.02% | +25,923 | New |
| Principal Street Partners, LLC | 26,448 | $64.0K | 0.01% | +26,448 | New |
| Continuum Advisory, LLC | 29,478 | $66.0K | 0.01% | +29,478 | New |
| Lindbrook Capital, LLC | 27,773 | $67.0K | 0.01% | +1,409+5.3% | Added |
| Sage Rhino Capital LLC | 27,730 | $67.0K | 0.02% | +5,917+27.1% | Added |
| McDonald Partners LLC | 27,620 | $67.0K | 0.01% | +27,620 | New |
| Arkadios Wealth Advisors | 28,515 | $69.0K | 0.01% | +28,515 | New |
| Captrust Financial Advisors | 29,095 | $70.0K | 0.00% | +19,270+196.1% | Added |
| Boston Private Wealth LLC | 29,910 | $72.0K | 0.00% | +11,014+58.3% | Added |
| Kestra Advisory Services, LLC | 30,365 | $73.0K | 0.00% | +12,411+69.1% | Added |
| Proequities, Inc. | 30,402 | $73.0K | 0.01% | +30,402 | New |
| Brookstone Capital Management | 32,209 | $74.0K | 0.00% | +912+2.9% | Added |
| Personal Cfo Solutions, LLC | 30,744 | $74.0K | 0.01% | +2,998+10.8% | Added |
| Change Path, LLC | 30,858 | $74.0K | 0.00% | +30,858 | New |
| Burns Matteson Capital Management, LLC | 30,909 | $74.5K | 0.05% | +30,909 | New |
| KCS Wealth Advisory | 31,877 | $77.0K | 0.04% | −12,500−28.2% | Reduced |
| International Assets Investment Management, LLC | 33,040 | $80.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 33,268 | $80.0K | 0.00% | +11,291+51.4% | Added |
| Two Sigma Advisers, LP | 33,032 | $80.0K | 0.00% | +33,032 | New |
| Pinnacle Wealth Planning Services, Inc. | 33,496 | $81.0K | 0.01% | −8,958−21.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 34,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 34,291 | $83.0K | 0.00% | +4,326+14.4% | Added |
| Parallel Advisors, LLC | 33,874 | $84.0K | 0.00% | −12,502−27.0% | Reduced |
| Virtue Capital Management, LLC | 35,119 | $85.0K | 0.01% | +1,372+4.1% | Added |
| Summit X, LLC | 35,527 | $86.0K | 0.02% | +2,968+9.1% | Added |
| Cresset Asset Management, LLC | 35,409 | $86.0K | 0.00% | +7,316+26.0% | Added |
| Clarius Group, LLC | 34,921 | $89.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 37,375 | $90.0K | 0.01% | +3,390+10.0% | Added |
| Latitude Advisors, LLC | 37,734 | $91.0K | 0.02% | +12,578+50.0% | Added |
| Intrua Financial, LLC | 38,900 | $94.0K | 0.02% | +38,900 | New |
| Stifel Financial Corp | 39,870 | $96.0K | 0.00% | +12,259+44.4% | Added |
| Toronto Dominion Bank | 40,000 | $96.0K | 0.00% | +40,000 | New |
| Schechter Investment Advisors, LLC | 41,904 | $101.0K | 0.01% | −7,220−14.7% | Reduced |
| Enterprise Financial Services Corp | 41,962 | $101.0K | 0.02% | +7,705+22.5% | Added |
| Holistic Financial Partners | 41,714 | $101.0K | 0.06% | +15,140+57.0% | Added |
| CFO4Life Group, LLC | 42,582 | $103.0K | 0.02% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 42,681 | $103.0K | 0.07% | +11,610+37.4% | Added |
| Millennium Management LLC | 43,107 | $104.0K | 0.00% | −7,007−14.0% | Reduced |
| Optas, LLC | 42,978 | $104.0K | 0.03% | +7,349+20.6% | Added |
| Avantax Advisory Services, Inc. | 43,675 | $105.0K | 0.00% | +16,110+58.4% | Added |
| Lake Street Advisors Group, LLC | 46,243 | $111.0K | 0.01% | +5,178+12.6% | Added |
| Eaton Vance Management | 48,193 | $116.0K | 0.00% | −7,922−14.1% | Reduced |
| Brown Brothers Harriman & Co | 50,757 | $122.0K | 0.00% | +49,750+4,940.4% | Added |
| Mercer Global Advisors Inc | 53,312 | $128.0K | 0.00% | +645+1.2% | Added |
| Cottonwood Capital Advisors, LLC | 53,864 | $130.0K | 0.10% | +10,504+24.2% | Added |
| Marcum Wealth, LLC | 54,760 | $132.0K | 0.02% | +12,553+29.7% | Added |
| Pathstone Family Office, LLC | 56,531 | $136.0K | 0.00% | +3,993+7.6% | Added |
| ExodusPoint Capital Management, LP | 56,727 | $137.0K | 0.00% | +56,727 | New |
| Private Advisor Group, LLC | 57,581 | $138.0K | 0.00% | +12,242+27.0% | Added |
| BSW Wealth Partners | 58,499 | $141.0K | 0.04% | +38,187+188.0% | Added |
| Foundations Investment Advisors, LLC | 61,567 | $143.0K | 0.01% | +12,153+24.6% | Added |
| Cypress Wealth Services, LLC | 60,064 | $145.0K | 0.04% | +14,530+31.9% | Added |
| Cetera Investment Advisers | 63,205 | $152.0K | 0.00% | +26,871+74.0% | Added |
| King Luther Capital Management Corp | 65,000 | $157.0K | 0.00% | −3,306−4.8% | Reduced |
| Thrivent Financial for Lutherans | 66,133 | $159.0K | 0.00% | +66,133 | New |
| CarsonAllaria Wealth Management, Ltd. | 66,236 | $160.0K | 0.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 66,844 | $161.0K | 0.01% | +26,092+64.0% | Added |
| Cidel Asset Management Inc | 68,533 | $165.0K | 0.01% | +11,497+20.2% | Added |
| Ieq Capital, LLC | 69,076 | $166.0K | 0.00% | +49,022+244.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 70,266 | $169.0K | 0.03% | +36,025+105.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 73,541 | $177.0K | 0.00% | +20,390+38.4% | Added |
| Advisory Services Network, LLC | 73,915 | $178.0K | 0.01% | +9,434+14.6% | Added |
| Beacon Pointe Advisors, LLC | 73,878 | $178.0K | 0.00% | +58,229+372.1% | Added |
| Creative Planning | 75,325 | $182.0K | 0.00% | −7,914−9.5% | Reduced |
| Prudential Financial Inc | 76,455 | $184.0K | 0.00% | +52,371+217.5% | Added |
| Simplex Trading, LLC | 78,729 | $189.0K | 0.01% | −27,100−25.6% | Reduced |
| Bokf, NA | 78,365 | $189.0K | 0.00% | −483−0.6% | Reduced |
| Scotia Capital Inc. | 78,423 | $189.0K | 0.00% | +30,704+64.3% | Added |
| Corient Capital Partners, LLC | 79,238 | $191.0K | 0.01% | +8,115+11.4% | Added |
| Earnest Partners LLC | 79,713 | $192.0K | 0.00% | −1,250−1.5% | Reduced |
| West Family Investments, Inc. | 81,755 | $197.0K | 0.06% | +5,124+6.7% | Added |
| Foster Victor Wealth Advisors, LLC | 84,764 | $197.0K | 0.03% | +45,650+116.7% | Added |
| Synovus Financial Corp | 85,133 | $204.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 86,000 | $207.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 86,499 | $208.0K | 0.17% | +44,823+107.6% | Added |
| Strategic Wealth Advisors Group, LLC | 85,449 | $209.0K | 0.01% | −8,214−8.8% | Reduced |
| CAPROCK Group, Inc. | 89,508 | $216.0K | 0.02% | +2,558+2.9% | Added |
| Janney Montgomery Scott LLC | 89,608 | $216.0K | 0.00% | +69,076+336.4% | Added |
| Evergreen Capital Management LLC | 94,429 | $228.0K | 0.01% | +24,239+34.5% | Added |
| Alterna Wealth Management, Inc | 108,768 | $262.0K | 0.22% | +24,532+29.1% | Added |
| DCM Advisors, LLC | 109,200 | $263.0K | 0.09% | +109,200 | New |
| Quadrant Capital Group LLC | 110,163 | $265.0K | 0.03% | +14,184+14.8% | Added |
| Wetherby Asset Management Inc | 116,123 | $280.0K | 0.02% | +10,532+10.0% | Added |
| Forum Financial Management, LP | 119,569 | $288.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 126,297 | $304.0K | 0.04% | +73,671+140.0% | Added |
| HRT Financial LP | 132,513 | $319.0K | 0.00% | −287,913−68.5% | Reduced |