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 |
|---|---|---|---|---|---|
| McDonald Partners LLC | 24,233 | $43.0K | 0.02% | −3,000−11.0% | Reduced |
| Garrett Investment Advisors LLC | 23,831 | $43.0K | 0.01% | +23,831 | New |
| Keel Point, LLC | 24,498 | $44.0K | 0.01% | −11,774−32.5% | Reduced |
| Octavia Wealth Advisors, LLC | 24,714 | $44.0K | 0.01% | +24,714 | New |
| Beacon Pointe Advisors, LLC | 24,527 | $45.0K | 0.00% | −5,645−18.7% | Reduced |
| Heritage Wealth Management, LLC | 25,386 | $45.0K | 0.01% | −327−1.3% | Reduced |
| Colonial Trust Co | 25,000 | $45.0K | 0.01% | +25,000 | New |
| Tranquilli Financial Advisor LLC | 26,453 | $47.0K | 0.04% | +2,259+9.3% | Added |
| Sage Rhino Capital LLC | 26,399 | $47.0K | 0.02% | +3,041+13.0% | Added |
| United Capital Financial Advisers, LLC | 26,236 | $47.0K | 0.00% | +4,756+22.1% | Added |
| Proequities, Inc. | 27,071 | $48.0K | 0.00% | −376−1.4% | Reduced |
| Moody National Bank Trust Division | 27,234 | $49.0K | 0.01% | −2,214−7.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 28,694 | $51.0K | 0.00% | −21,452−42.8% | Reduced |
| Brookstone Capital Management | 30,096 | $51.0K | 0.00% | +1,030+3.5% | Added |
| Personal Cfo Solutions, LLC | 29,038 | $52.0K | 0.01% | −2,873−9.0% | Reduced |
| Arkadios Wealth Advisors | 29,057 | $52.0K | 0.01% | −301−1.0% | Reduced |
| Five Oceans Advisors | 29,110 | $52.0K | 0.04% | +6,581+29.2% | Added |
| Park Avenue Securities LLC | 29,048 | $52.0K | 0.00% | +13,975+92.7% | Added |
| Rehmann Capital Advisory Group | 30,067 | $53.8K | 0.01% | +13,949+86.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 30,000 | $54.0K | 0.00% | −4,000−11.8% | Reduced |
| Chicago Capital, LLC | 30,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30,572 | $55.0K | 0.01% | +4,393+16.8% | Added |
| Raymond James Trust N.A. | 31,448 | $56.0K | 0.00% | +9,959+46.3% | Added |
| Legacy Financial Advisors, Inc. | 31,353 | $56.0K | 0.01% | +31,353 | New |
| Apollon Wealth Management, LLC | 33,131 | $59.0K | 0.00% | +33,131 | New |
| PDS Planning, Inc | 34,040 | $61.0K | 0.01% | +3,638+12.0% | Added |
| State Street Corp | 35,154 | $63.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 35,178 | $63.0K | 0.00% | +4,462+14.5% | Added |
| Northwestern Mutual Wealth Management Co | 36,020 | $65.0K | 0.00% | +6,847+23.5% | Added |
| Ronald Blue Trust, Inc. | 31,738 | $65.0K | 0.00% | +20,794+190.0% | Added |
| Prudent Man Advisors, LLC | 36,053 | $65.0K | 0.03% | +36,053 | New |
| Simplex Trading, LLC | 38,512 | $68.0K | 0.00% | +2,118+5.8% | Added |
| Wipfli Financial Advisors LLC, | 38,244 | $68.0K | 0.00% | +38,244 | New |
| Parallel Advisors, LLC | 38,707 | $69.0K | 0.00% | −525−1.3% | Reduced |
| Toronto Dominion Bank | 40,000 | $71.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 39,801 | $71.0K | 0.00% | +39,801 | New |
| Checchi Capital Advisers, LLC | 39,986 | $72.0K | 0.01% | +3,358+9.2% | Added |
| Dorsey & Whitney Trust CO LLC | 40,740 | $73.0K | 0.01% | +40,740 | New |
| Avantax Advisory Services, Inc. | 41,391 | $74.0K | 0.00% | −438−1.0% | Reduced |
| Holistic Financial Partners | 41,714 | $75.0K | 0.07% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 41,753 | $75.0K | 0.01% | −58−0.1% | Reduced |
| CFO4Life Group, LLC | 41,714 | $75.0K | 0.02% | +344+0.8% | Added |
| Summit X, LLC | 42,555 | $76.0K | 0.02% | +3,541+9.1% | Added |
| Stifel Financial Corp | 43,202 | $77.0K | 0.00% | +2,150+5.2% | Added |
| WCG Wealth Advisors LLC | 40,094 | $78.0K | 0.01% | +3,462+9.5% | Added |
| Cresset Asset Management, LLC | 43,459 | $78.0K | 0.00% | +17,321+66.3% | Added |
| Virtue Capital Management, LLC | 45,203 | $81.0K | 0.01% | −52−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 45,654 | $82.0K | 0.00% | +1,524+3.5% | Added |
| Optas, LLC | 47,147 | $83.0K | 0.04% | +4,583+10.8% | Added |
| Palladiem, LLC | 46,195 | $83.0K | 0.09% | +26,605+135.8% | Added |
| Enterprise Financial Services Corp | 49,983 | $89.0K | 0.07% | +1,436+3.0% | Added |
| Platform Technology Partners | 49,466 | $89.0K | 0.05% | +14,053+39.7% | Added |
| Fort Point Capital Partners LLC | 50,000 | $90.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 50,446 | $90.0K | 0.00% | +696+1.4% | Added |
| Prudential Financial Inc | 50,285 | $91.0K | 0.00% | +3,387+7.2% | Added |
| Ieq Capital, LLC | 51,264 | $92.0K | 0.00% | +8,705+20.5% | Added |
| Earnest Partners LLC | 52,224 | $93.0K | 0.00% | −22,960−30.5% | Reduced |
| M&T Bank Corp | 52,553 | $93.0K | 0.00% | −4,339−7.6% | Reduced |
| Aaron Wealth Advisors | 53,572 | $96.0K | 0.02% | +29,684+124.3% | Added |
| Single Point Partners, LLC | 53,876 | $96.0K | 0.03% | +53,876 | New |
| Cottonwood Capital Advisors, LLC | 54,994 | $98.0K | 0.09% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 58,135 | $104.0K | 0.00% | +8,784+17.8% | Added |
| Marcum Wealth, LLC | 62,979 | $113.0K | 0.02% | +7,950+14.4% | Added |
| King Luther Capital Management Corp | 65,000 | $116.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 64,923 | $116.0K | 0.00% | +5,066+8.5% | Added |
| Continuum Advisory, LLC | 66,370 | $119.0K | 0.02% | −2,325−3.4% | Reduced |
| Independent Advisor Alliance | 66,712 | $119.0K | 0.01% | +29,659+80.0% | Added |
| Lake Street Advisors Group, LLC | 67,758 | $121.0K | 0.01% | +1,877+2.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 68,764 | $123.0K | 0.11% | +971+1.4% | Added |
| We Are One Seven, LLC | 104,425 | $125.0K | 0.01% | +104,425 | New |
| Gitterman Wealth Management, LLC | 70,113 | $125.0K | 0.13% | +70,113 | New |
| Cidel Asset Management Inc | 71,029 | $127.0K | 0.01% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 73,927 | $132.0K | 0.16% | −79,597−51.8% | Reduced |
| Cetera Investment Advisers | 73,797 | $132.0K | 0.00% | +8,496+13.0% | Added |
| Evergreen Capital Management LLC | 74,786 | $134.0K | 0.01% | +35,797+91.8% | Added |
| Corient Capital Partners, LLC | 65,973 | $135.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 75,217 | $135.0K | 0.02% | +51,550+217.8% | Added |
| Bokf, NA | 76,973 | $137.0K | 0.00% | +8,241+12.0% | Added |
| Scotia Capital Inc. | 78,269 | $140.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 80,798 | $144.6K | 0.00% | +19,597+32.0% | Added |
| Synovus Financial Corp | 81,365 | $145.0K | 0.00% | −1,479−1.8% | Reduced |
| Alliance Wealth Advisors, LLC | 82,129 | $147.0K | 0.14% | −4,370−5.1% | Reduced |
| Advisory Services Network, LLC | 86,549 | $155.0K | 0.01% | +1,900+2.2% | Added |
| Foundations Investment Advisors, LLC | 90,617 | $162.0K | 0.01% | +3,160+3.6% | Added |
| Ballentine Partners, LLC | 91,128 | $163.0K | 0.01% | +4,683+5.4% | Added |
| Cypress Wealth Services, LLC | 89,285 | $168.0K | 0.06% | +2,116+2.4% | Added |
| BSW Wealth Partners | 96,793 | $173.0K | 0.04% | +29,844+44.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 97,401 | $174.0K | 0.04% | +3,933+4.2% | Added |
| Knights of Columbus Asset Advisors LLC | 100,959 | $181.0K | 0.02% | +100,959 | New |
| CAPROCK Group, Inc. | 104,077 | $186.0K | 0.02% | −18,637−15.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 97,785 | $186.0K | 0.03% | +18,840+23.9% | Added |
| Janney Montgomery Scott LLC | 105,819 | $189.0K | 0.00% | +8,501+8.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 105,774 | $189.0K | 0.00% | +10,281+10.8% | Added |
| Ritholtz Wealth Management | 110,096 | $197.0K | 0.01% | −12,913−10.5% | Reduced |
| Henshaw Capital LLC | 116,877 | $209.2K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 119,569 | $214.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 129,206 | $231.0K | 0.00% | −11,882−8.4% | Reduced |
| Quadrant Capital Group LLC | 136,152 | $244.0K | 0.03% | +29,970+28.2% | Added |
| HighTower Advisors, LLC | 143,213 | $255.0K | 0.00% | −214,857−60.0% | Reduced |
| Assetmark, Inc | 148,144 | $265.0K | 0.00% | −1,858−1.2% | Reduced |