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, Q2 2022
Institutional positions in Lloyds Banking Group plc as of Jun 30, 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
- +3 vs. Q1 2022
- Shares held
- 326.8M
- +30.6M (+10.3%) vs. Q1 2022
- Total value
- $668.1M
- −$48.6M (−6.8%) vs. Q1 2022
- New holders
- 45
- 109 more added
- Sold out
- 42
- 92 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 21,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20,800 | $42.4K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 19,573 | $43.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 21,489 | $44.0K | 0.00% | −696−3.1% | Reduced |
| United Capital Financial Advisers, LLC | 21,480 | $44.0K | 0.00% | +2,849+15.3% | Added |
| Quantinno Capital Management LP | 21,470 | $44.0K | 0.01% | +21,470 | New |
| Five Oceans Advisors | 22,529 | $46.0K | 0.03% | +2,730+13.8% | Added |
| Whittier Trust Co of Nevada Inc | 23,391 | $47.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 23,667 | $48.0K | 0.01% | −102,630−81.3% | Reduced |
| Sage Rhino Capital LLC | 23,358 | $48.0K | 0.02% | −4,372−15.8% | Reduced |
| Engineers Gate Manager LP | 23,744 | $48.0K | 0.00% | +23,744 | New |
| Aaron Wealth Advisors | 23,888 | $48.0K | 0.01% | −50,581−67.9% | Reduced |
| Tranquilli Financial Advisor LLC | 24,194 | $49.0K | 0.04% | +7,140+41.9% | Added |
| Balentine LLC | 24,298 | $50.0K | 0.00% | +9,558+64.8% | Added |
| CWM, LLC | 24,775 | $51.0K | 0.00% | +6,484+35.4% | Added |
| Heritage Wealth Management, LLC | 25,713 | $52.5K | 0.02% | −210−0.8% | Reduced |
| Cresset Asset Management, LLC | 26,138 | $53.0K | 0.00% | −9,271−26.2% | Reduced |
| Lindbrook Capital, LLC | 26,179 | $53.0K | 0.01% | −1,594−5.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 26,917 | $55.0K | 0.01% | +26,917 | New |
| Proequities, Inc. | 27,447 | $56.0K | 0.00% | −2,955−9.7% | Reduced |
| McDonald Partners LLC | 27,233 | $56.0K | 0.01% | −387−1.4% | Reduced |
| Brookstone Capital Management | 29,066 | $59.0K | 0.00% | −3,143−9.8% | Reduced |
| HRT Financial LP | 29,594 | $60.0K | 0.00% | −102,919−77.7% | Reduced |
| Arkadios Wealth Advisors | 29,358 | $60.0K | 0.01% | +843+3.0% | Added |
| Moody National Bank Trust Division | 29,448 | $60.0K | 0.01% | +4,365+17.4% | Added |
| Northwestern Mutual Wealth Management Co | 29,173 | $60.0K | 0.00% | +7,721+36.0% | Added |
| Chicago Capital, LLC | 30,000 | $61.0K | 0.00% | +30,000 | New |
| Beacon Pointe Advisors, LLC | 30,172 | $62.0K | 0.00% | −43,706−59.2% | Reduced |
| PDS Planning, Inc | 30,402 | $62.0K | 0.01% | +4,542+17.6% | Added |
| Captrust Financial Advisors | 30,716 | $63.0K | 0.00% | +1,621+5.6% | Added |
| Advisor Resource Council | 30,920 | $63.0K | 0.01% | +30,920 | New |
| Vident Investment Advisory, LLC | 31,766 | $64.0K | 0.00% | +31,766 | New |
| Personal Cfo Solutions, LLC | 31,911 | $65.0K | 0.02% | +1,167+3.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 34,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 35,154 | $72.0K | 0.00% | +9,350+36.2% | Added |
| Platform Technology Partners | 35,413 | $72.0K | 0.04% | +15,147+74.7% | Added |
| Simplex Trading, LLC | 36,394 | $74.0K | 0.00% | −42,335−53.8% | Reduced |
| HighPoint Advisor Group LLC | 37,880 | $75.0K | 0.01% | +37,880 | New |
| WCG Wealth Advisors LLC | 36,632 | $75.0K | 0.01% | +36,632 | New |
| Independent Advisor Alliance | 37,053 | $76.0K | 0.00% | +3,785+11.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 38,414 | $78.0K | 0.01% | +4,918+14.7% | Added |
| Evergreen Capital Management LLC | 38,989 | $80.0K | 0.00% | −55,440−58.7% | Reduced |
| Parallel Advisors, LLC | 39,232 | $80.0K | 0.00% | +5,358+15.8% | Added |
| Two Sigma Advisers, LP | 39,032 | $80.0K | 0.00% | +6,000+18.2% | Added |
| Checchi Capital Advisers, LLC | 36,628 | $81.0K | 0.01% | −747−2.0% | Reduced |
| Keel Point, LLC | 36,272 | $81.0K | 0.01% | +11,652+47.3% | Added |
| Toronto Dominion Bank | 40,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 41,052 | $83.0K | 0.00% | +1,182+3.0% | Added |
| CFO4Life Group, LLC | 41,370 | $84.0K | 0.02% | −1,212−2.8% | Reduced |
| Summit X, LLC | 39,014 | $84.0K | 0.02% | +3,487+9.8% | Added |
| Avantax Advisory Services, Inc. | 41,829 | $85.0K | 0.00% | −1,846−4.2% | Reduced |
| Holistic Financial Partners | 41,714 | $85.0K | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 41,811 | $85.0K | 0.01% | −93−0.2% | Reduced |
| Optas, LLC | 42,564 | $86.0K | 0.04% | −414−1.0% | Reduced |
| Ieq Capital, LLC | 42,559 | $87.0K | 0.00% | −26,517−38.4% | Reduced |
| Sequoia Financial Advisors, LLC | 44,130 | $90.0K | 0.00% | +9,839+28.7% | Added |
| Virtue Capital Management, LLC | 45,255 | $92.0K | 0.01% | +10,136+28.9% | Added |
| Prudential Financial Inc | 46,898 | $97.0K | 0.00% | −29,557−38.7% | Reduced |
| Mercer Global Advisors Inc | 47,960 | $98.0K | 0.00% | −5,352−10.0% | Reduced |
| Enterprise Financial Services Corp | 48,547 | $99.0K | 0.02% | +6,585+15.7% | Added |
| Brown Brothers Harriman & Co | 49,750 | $101.0K | 0.00% | −1,007−2.0% | Reduced |
| Boston Private Wealth LLC | 49,351 | $101.0K | 0.00% | +19,441+65.0% | Added |
| Fort Point Capital Partners LLC | 50,000 | $102.0K | 0.02% | +25,000+100.0% | Added |
| Buckingham Strategic Wealth, LLC | 50,146 | $102.0K | 0.00% | +50,146 | New |
| Marcum Wealth, LLC | 55,029 | $112.0K | 0.02% | +269+0.5% | Added |
| Cottonwood Capital Advisors, LLC | 54,994 | $112.0K | 0.10% | +1,130+2.1% | Added |
| M&T Bank Corp | 56,892 | $112.0K | 0.00% | +34,752+157.0% | Added |
| Quantbot Technologies LP | 56,133 | $114.0K | 0.01% | +56,133 | New |
| Private Advisor Group, LLC | 58,161 | $118.0K | 0.00% | +580+1.0% | Added |
| Kestra Advisory Services, LLC | 59,857 | $122.0K | 0.00% | +29,492+97.1% | Added |
| Prelude Capital Management, LLC | 60,000 | $122.0K | 0.01% | +60,000 | New |
| Pathstone Family Office, LLC | 61,201 | $124.6K | 0.00% | +4,670+8.3% | Added |
| King Luther Capital Management Corp | 65,000 | $133.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 65,301 | $133.0K | 0.00% | +2,096+3.3% | Added |
| Lake Street Advisors Group, LLC | 65,881 | $134.0K | 0.01% | +19,638+42.5% | Added |
| Corient Capital Partners, LLC | 65,973 | $135.0K | 0.01% | −13,265−16.7% | Reduced |
| BSW Wealth Partners | 66,949 | $137.0K | 0.03% | +8,450+14.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 67,793 | $138.0K | 0.13% | +1,557+2.4% | Added |
| Bokf, NA | 68,732 | $140.0K | 0.00% | −9,633−12.3% | Reduced |
| Continuum Advisory, LLC | 68,695 | $140.0K | 0.03% | +39,217+133.0% | Added |
| Cidel Asset Management Inc | 71,029 | $145.0K | 0.01% | +2,496+3.6% | Added |
| Earnest Partners LLC | 75,184 | $153.0K | 0.00% | −4,529−5.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 78,945 | $156.0K | 0.02% | −5,819−6.9% | Reduced |
| Scotia Capital Inc. | 78,269 | $160.0K | 0.00% | −154−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 81,277 | $166.0K | 0.00% | +24,550+43.3% | Added |
| Synovus Financial Corp | 82,844 | $168.0K | 0.00% | −2,289−2.7% | Reduced |
| Advisory Services Network, LLC | 84,649 | $173.0K | 0.01% | +10,734+14.5% | Added |
| Foundations Investment Advisors, LLC | 87,457 | $173.0K | 0.01% | +25,890+42.1% | Added |
| D.A. Davidson & Co. | 86,000 | $175.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 86,499 | $176.0K | 0.15% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 86,445 | $176.0K | 0.01% | +19,601+29.3% | Added |
| Cypress Wealth Services, LLC | 87,169 | $178.0K | 0.06% | +27,105+45.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 93,468 | $191.0K | 0.04% | +23,202+33.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 95,493 | $195.0K | 0.00% | +21,952+29.9% | Added |
| Janney Montgomery Scott LLC | 97,318 | $202.0K | 0.00% | +7,710+8.6% | Added |
| Quadrant Capital Group LLC | 106,182 | $217.0K | 0.03% | −3,981−3.6% | Reduced |
| XTX Topco Ltd | 108,691 | $222.0K | 0.09% | +108,691 | New |
| Henshaw Capital LLC | 116,877 | $238.4K | 0.02% | −59,707−33.8% | Reduced |
| Forum Financial Management, LP | 119,569 | $244.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 122,714 | $250.0K | 0.02% | +33,206+37.1% | Added |