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, Q3 2022
Institutional positions in Lloyds Banking Group plc as of Sep 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
- +6 vs. Q2 2022
- Shares held
- 365.0M
- +39.5M (+12.1%) vs. Q2 2022
- Total value
- $656.4M
- −$8.99M (−1.4%) vs. Q2 2022
- New holders
- 40
- 129 more added
- Sold out
- 34
- 73 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 37,669 | $0 | 0.00% | +5,903+18.6% | Added |
| Huntington National Bank | 222 | $0 | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 205 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 540 | $1.00K | 0.00% | −2,149−79.9% | Reduced |
| Allworth Financial LP | 828 | $1.00K | 0.00% | −97−10.5% | Reduced |
| Hantz Financial Services, Inc. | 474 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 454 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 718 | $1.00K | 0.00% | +718 | New |
| Evoke Wealth, LLC | 330 | $1.00K | 0.00% | +330 | New |
| Bell Investment Advisors, Inc | 626 | $1.00K | 0.00% | +626 | New |
| Albion Financial Group | 866 | $2.00K | 0.00% | +16+1.9% | Added |
| Spire Wealth Management | 1,579 | $3.00K | 0.00% | −12,142−88.5% | Reduced |
| Meeder Asset Management Inc | 1,602 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,479 | $3.00K | 0.00% | +2+0.1% | Added |
| HighMark Wealth Management LLC | 1,510 | $3.00K | 0.00% | +14+0.9% | Added |
| Schubert & Co | 1,512 | $3.00K | 0.00% | +218+16.8% | Added |
| Column Capital Advisors, LLC | 1,547 | $3.00K | 0.00% | +1,547 | New |
| Atlas Capital Advisors LLC | 2,097 | $3.75K | 0.00% | +2,097 | New |
| Barclays PLC | 2,050 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,135 | $4.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,222 | $4.00K | 0.00% | +2,222 | New |
| Raffa Wealth Management, LLC | 2,712 | $4.85K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,703 | $5.00K | 0.00% | −4,153−60.6% | Reduced |
| JFS Wealth Advisors, LLC | 2,520 | $5.00K | 0.00% | −1,388−35.5% | Reduced |
| HHM Wealth Advisors, LLC | 3,013 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,432 | $6.00K | 0.00% | −2,381−41.0% | Reduced |
| RWM Asset Management, LLC | 3,507 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 11,517 | $6.00K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 4,441 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,338 | $8.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,946 | $9.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 5,778 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,586 | $14.0K | 0.00% | +7,586 | New |
| Glassman Wealth Services | 8,567 | $15.0K | 0.00% | +4,050+89.7% | Added |
| First Manhattan Co | 9,229 | $16.0K | 0.00% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 12,633 | $18.0K | 0.01% | +379+3.1% | Added |
| First Horizon Advisors, Inc. | 10,060 | $18.0K | 0.00% | −1,332−11.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 10,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 10,152 | $18.0K | 0.01% | +10,152 | New |
| GWM Advisors LLC | 10,613 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 8,974 | $19.2K | 0.00% | +1,000+12.5% | Added |
| Thrivent Financial for Lutherans | 11,233 | $20.0K | 0.00% | −364−3.1% | Reduced |
| Avenue 1 Advisors, LLC | 11,441 | $20.0K | 0.01% | −118−1.0% | Reduced |
| National Asset Management, Inc. | 10,603 | $20.0K | 0.00% | −10−0.1% | Reduced |
| Radnor Capital Management, LLC | 11,000 | $20.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 11,358 | $20.3K | 0.00% | +194+1.7% | Added |
| Bulltick Wealth Management, LLC | 11,700 | $20.9K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 11,825 | $21.0K | 0.00% | −516−4.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 11,805 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 11,175 | $21.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 11,583 | $21.0K | 0.00% | +194+1.7% | Added |
| Corundum Group, Inc. | 12,028 | $22.0K | 0.01% | +1,938+19.2% | Added |
| Bank Hapoalim BM | 13,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 13,085 | $23.0K | 0.00% | +40.0% | Added |
| GM Advisory Group, Inc. | 13,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 12,610 | $23.0K | 0.00% | −336−2.6% | Reduced |
| RMR Wealth Builders | 12,700 | $23.0K | 0.01% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,578 | $23.0K | 0.02% | 00.0% | Unchanged |
| Straight Path Wealth Management | 13,013 | $23.0K | 0.02% | +234+1.8% | Added |
| Glenmede Trust Co NA | 13,002 | $23.0K | 0.00% | +13,002 | New |
| Hartline Investment Corp | 12,578 | $23.0K | 0.02% | +12,578 | New |
| Group One Trading, L.P. | 13,619 | $24.0K | 0.00% | −4,345−24.2% | Reduced |
| Fisher Asset Management, LLC | 13,238 | $24.0K | 0.00% | +242+1.9% | Added |
| Concord Wealth Partners | 13,403 | $24.0K | 0.01% | +1,370+11.4% | Added |
| Cedar Brook Financial Partners, LLC | 13,762 | $24.6K | 0.01% | +13,762 | New |
| Mitchell & Pahl Private Wealth, LLC | 14,689 | $26.0K | 0.02% | −2,206−13.1% | Reduced |
| EverSource Wealth Advisors, LLC | 14,026 | $26.0K | 0.01% | +11,108+380.7% | Added |
| Advisors Asset Management, Inc. | 14,511 | $26.0K | 0.00% | +14,511 | New |
| Stratos Wealth Partners, LTD. | 14,520 | $26.0K | 0.00% | +14,520 | New |
| Drive Wealth Management, LLC | 14,442 | $26.0K | 0.02% | +14,442 | New |
| National Bank of Canada | 14,881 | $27.0K | 0.00% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 15,280 | $27.0K | 0.03% | +563+3.8% | Added |
| Financial Network Wealth Management LLC | 14,840 | $27.0K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,223 | $27.0K | 0.00% | +1,176+8.4% | Added |
| Greenleaf Trust | 15,144 | $27.0K | 0.00% | +1,315+9.5% | Added |
| Sawtooth Solutions, LLC | 14,830 | $27.0K | 0.00% | +4,735+46.9% | Added |
| IFG Advisory, LLC | 15,824 | $28.0K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 16,001 | $29.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 16,038 | $29.0K | 0.00% | +16,038 | New |
| CWM, LLC | 16,612 | $30.0K | 0.00% | −8,163−32.9% | Reduced |
| Auxier Asset Management | 16,500 | $30.0K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 16,577 | $30.0K | 0.04% | +448+2.8% | Added |
| Change Path, LLC | 17,452 | $31.0K | 0.00% | −2,439−12.3% | Reduced |
| Capital Investment Advisory Services, LLC | 17,500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 18,292 | $33.0K | 0.00% | −59−0.3% | Reduced |
| Claro Advisors LLC | 16,314 | $33.0K | 0.01% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 18,334 | $33.0K | 0.04% | +18,334 | New |
| Eagle Harbor Asset Management Inc | 18,500 | $33.1K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 19,240 | $34.0K | 0.02% | +10,863+129.7% | Added |
| Marino, Stram & Associates LLC | 19,825 | $35.0K | 0.01% | +19,825 | New |
| Stephens Inc | 20,035 | $36.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 20,000 | $36.0K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 19,853 | $36.0K | 0.00% | +43+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 20,800 | $37.2K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 21,160 | $38.0K | 0.00% | +10,518+98.8% | Added |
| International Assets Investment Management, LLC | 21,667 | $39.0K | 0.01% | +1,127+5.5% | Added |
| Whittier Trust Co of Nevada Inc | 22,325 | $40.0K | 0.00% | −1,066−4.6% | Reduced |
| West Family Investments, Inc. | 22,290 | $40.0K | 0.02% | +4,197+23.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 22,937 | $41.0K | 0.01% | −15,477−40.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 23,083 | $41.0K | 0.00% | +23,083 | New |