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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 110,163 | $265.0K | 0.03% | +14,184+14.8% | Added |
| DCM Advisors, LLC | 109,200 | $263.0K | 0.09% | +109,200 | New |
| Alterna Wealth Management, Inc | 108,768 | $262.0K | 0.22% | +24,532+29.1% | Added |
| Evergreen Capital Management LLC | 94,429 | $228.0K | 0.01% | +24,239+34.5% | Added |
| 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 |
| Strategic Wealth Advisors Group, LLC | 85,449 | $209.0K | 0.01% | −8,214−8.8% | Reduced |
| Alliance Wealth Advisors, LLC | 86,499 | $208.0K | 0.17% | +44,823+107.6% | Added |
| D.A. Davidson & Co. | 86,000 | $207.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 85,133 | $204.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Earnest Partners LLC | 79,713 | $192.0K | 0.00% | −1,250−1.5% | Reduced |
| Corient Capital Partners, LLC | 79,238 | $191.0K | 0.01% | +8,115+11.4% | 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 |
| Prudential Financial Inc | 76,455 | $184.0K | 0.00% | +52,371+217.5% | Added |
| Creative Planning | 75,325 | $182.0K | 0.00% | −7,914−9.5% | Reduced |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 73,541 | $177.0K | 0.00% | +20,390+38.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 70,266 | $169.0K | 0.03% | +36,025+105.2% | Added |
| Ieq Capital, LLC | 69,076 | $166.0K | 0.00% | +49,022+244.4% | Added |
| Cidel Asset Management Inc | 68,533 | $165.0K | 0.01% | +11,497+20.2% | Added |
| Ballentine Partners, LLC | 66,844 | $161.0K | 0.01% | +26,092+64.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 66,236 | $160.0K | 0.14% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 66,133 | $159.0K | 0.00% | +66,133 | New |
| King Luther Capital Management Corp | 65,000 | $157.0K | 0.00% | −3,306−4.8% | Reduced |
| Cetera Investment Advisers | 63,205 | $152.0K | 0.00% | +26,871+74.0% | Added |
| Cypress Wealth Services, LLC | 60,064 | $145.0K | 0.04% | +14,530+31.9% | Added |
| Foundations Investment Advisors, LLC | 61,567 | $143.0K | 0.01% | +12,153+24.6% | Added |
| BSW Wealth Partners | 58,499 | $141.0K | 0.04% | +38,187+188.0% | Added |
| Private Advisor Group, LLC | 57,581 | $138.0K | 0.00% | +12,242+27.0% | Added |
| ExodusPoint Capital Management, LP | 56,727 | $137.0K | 0.00% | +56,727 | New |
| Pathstone Family Office, LLC | 56,531 | $136.0K | 0.00% | +3,993+7.6% | Added |
| Marcum Wealth, LLC | 54,760 | $132.0K | 0.02% | +12,553+29.7% | Added |
| Cottonwood Capital Advisors, LLC | 53,864 | $130.0K | 0.10% | +10,504+24.2% | Added |
| Mercer Global Advisors Inc | 53,312 | $128.0K | 0.00% | +645+1.2% | Added |
| Brown Brothers Harriman & Co | 50,757 | $122.0K | 0.00% | +49,750+4,940.4% | Added |
| Eaton Vance Management | 48,193 | $116.0K | 0.00% | −7,922−14.1% | Reduced |
| Lake Street Advisors Group, LLC | 46,243 | $111.0K | 0.01% | +5,178+12.6% | Added |
| Avantax Advisory Services, Inc. | 43,675 | $105.0K | 0.00% | +16,110+58.4% | 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 |
| 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 |
| 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 |
| 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 |
| Intrua Financial, LLC | 38,900 | $94.0K | 0.02% | +38,900 | New |
| Latitude Advisors, LLC | 37,734 | $91.0K | 0.02% | +12,578+50.0% | Added |
| Checchi Capital Advisers, LLC | 37,375 | $90.0K | 0.01% | +3,390+10.0% | Added |
| Clarius Group, LLC | 34,921 | $89.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Virtue Capital Management, LLC | 35,119 | $85.0K | 0.01% | +1,372+4.1% | Added |
| Parallel Advisors, LLC | 33,874 | $84.0K | 0.00% | −12,502−27.0% | Reduced |
| Sequoia Financial Advisors, LLC | 34,291 | $83.0K | 0.00% | +4,326+14.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 34,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 33,496 | $81.0K | 0.01% | −8,958−21.1% | 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 |
| KCS Wealth Advisory | 31,877 | $77.0K | 0.04% | −12,500−28.2% | Reduced |
| Burns Matteson Capital Management, LLC | 30,909 | $74.5K | 0.05% | +30,909 | 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 |
| 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 |
| Boston Private Wealth LLC | 29,910 | $72.0K | 0.00% | +11,014+58.3% | Added |
| Captrust Financial Advisors | 29,095 | $70.0K | 0.00% | +19,270+196.1% | Added |
| Arkadios Wealth Advisors | 28,515 | $69.0K | 0.01% | +28,515 | 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 |
| Continuum Advisory, LLC | 29,478 | $66.0K | 0.01% | +29,478 | New |
| Principal Street Partners, LLC | 26,448 | $64.0K | 0.01% | +26,448 | New |
| 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 |
| Cerity Partners LLC | 24,508 | $61.0K | 0.00% | −44,090−64.3% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Rehmann Capital Advisory Group | 21,594 | $52.0K | 0.00% | +9,875+84.3% | Added |
| Northwestern Mutual Wealth Management Co | 21,452 | $52.0K | 0.00% | −5,436−20.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,800 | $50.1K | 0.00% | −1,902−8.4% | Reduced |
| M&R Capital Management Inc | 21,000 | $50.0K | 0.01% | 00.0% | Unchanged |