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 |
|---|---|---|---|---|---|
| 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 |
| Platform Technology Partners | 20,266 | $49.0K | 0.02% | +3,750+22.7% | Added |
| Park Circle Co | 20,000 | $48.0K | 0.04% | 00.0% | Unchanged |
| Five Oceans Advisors | 19,799 | $48.0K | 0.04% | +19,799 | New |
| 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 |
| United Capital Financial Advisers, LLC | 18,631 | $45.0K | 0.00% | +336+1.8% | Added |
| Eagle Harbor Asset Management Inc | 18,500 | $44.6K | 0.06% | +5,500+42.3% | 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 |
| 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 |
| 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 |
| 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 |
| Peapack Gladstone Financial Corp | 16,001 | $39.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 15,824 | $38.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Addison Advisors LLC | 14,486 | $35.0K | 0.02% | +14,486 | New |
| 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 |
| ProVise Management Group, LLC | 13,743 | $33.0K | 0.00% | +22+0.2% | Added |
| 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 |
| 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 |
| Dorsey & Whitney Trust CO LLC | 12,419 | $30.0K | 0.00% | +891+7.7% | Added |
| 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 |
| Bulltick Wealth Management, LLC | 11,700 | $28.2K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 11,805 | $28.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 10,867 | $26.2K | 0.00% | −309−2.8% | Reduced |
| GWM Advisors LLC | 10,613 | $26.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,453 | $25.0K | 0.00% | +10,453 | New |
| Ten Capital Wealth Advisors, LLC | 10,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 9,229 | $22.0K | 0.00% | +2,050+28.6% | Added |
| Koshinski Asset Management, Inc. | 8,764 | $21.1K | 0.00% | +4,477+104.4% | Added |
| Front Row Advisors LLC | 7,848 | $19.0K | 0.01% | −64−0.8% | Reduced |
| 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 |
| 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 |
| TD Waterhouse Canada Inc. | 5,374 | $13.2K | 0.00% | +1,374+34.4% | Added |
| TCWP LLC | 5,151 | $12.0K | 0.00% | +5,151 | 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 |
| 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 |
| First Horizon Advisors, Inc. | 3,153 | $8.00K | 0.00% | −8,185−72.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,918 | $7.00K | 0.00% | −1,723−37.1% | Reduced |
| Raffa Wealth Management, LLC | 2,712 | $6.54K | 0.00% | +490+22.1% | Added |
| 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 |
| Barclays PLC | 2,050 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,000 | $4.82K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Cook Wealth Management Group LLC | 11,517 | $0 | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 205 | $0 | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 74,469 | – | – | +51,996+231.4% | Added |
| Sofos Investments, Inc. | 82 | – | – | +1+1.2% | Added |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −18,460,183−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3,991,355−100.0% | Sold out |