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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 129,206 | $231.0K | 0.00% | −11,882−8.4% | Reduced |
| Forum Financial Management, LP | 119,569 | $214.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 116,877 | $209.2K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 110,096 | $197.0K | 0.01% | −12,913−10.5% | Reduced |
| 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 |
| 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 |
| Knights of Columbus Asset Advisors LLC | 100,959 | $181.0K | 0.02% | +100,959 | New |
| Patriot Financial Group Insurance Agency, LLC | 97,401 | $174.0K | 0.04% | +3,933+4.2% | Added |
| BSW Wealth Partners | 96,793 | $173.0K | 0.04% | +29,844+44.6% | Added |
| Cypress Wealth Services, LLC | 89,285 | $168.0K | 0.06% | +2,116+2.4% | Added |
| Ballentine Partners, LLC | 91,128 | $163.0K | 0.01% | +4,683+5.4% | Added |
| Foundations Investment Advisors, LLC | 90,617 | $162.0K | 0.01% | +3,160+3.6% | Added |
| Advisory Services Network, LLC | 86,549 | $155.0K | 0.01% | +1,900+2.2% | Added |
| Alliance Wealth Advisors, LLC | 82,129 | $147.0K | 0.14% | −4,370−5.1% | Reduced |
| Synovus Financial Corp | 81,365 | $145.0K | 0.00% | −1,479−1.8% | Reduced |
| Pathstone Family Office, LLC | 80,798 | $144.6K | 0.00% | +19,597+32.0% | Added |
| Scotia Capital Inc. | 78,269 | $140.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 76,973 | $137.0K | 0.00% | +8,241+12.0% | 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 |
| Evergreen Capital Management LLC | 74,786 | $134.0K | 0.01% | +35,797+91.8% | Added |
| 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 |
| Cidel Asset Management Inc | 71,029 | $127.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| CarsonAllaria Wealth Management, Ltd. | 68,764 | $123.0K | 0.11% | +971+1.4% | Added |
| Lake Street Advisors Group, LLC | 67,758 | $121.0K | 0.01% | +1,877+2.8% | 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 |
| 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 |
| Marcum Wealth, LLC | 62,979 | $113.0K | 0.02% | +7,950+14.4% | Added |
| Boston Private Wealth LLC | 58,135 | $104.0K | 0.00% | +8,784+17.8% | Added |
| Cottonwood Capital Advisors, LLC | 54,994 | $98.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| 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 |
| Ieq Capital, LLC | 51,264 | $92.0K | 0.00% | +8,705+20.5% | Added |
| Prudential Financial Inc | 50,285 | $91.0K | 0.00% | +3,387+7.2% | 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 |
| 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 |
| 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 |
| Sequoia Financial Advisors, LLC | 45,654 | $82.0K | 0.00% | +1,524+3.5% | Added |
| Virtue Capital Management, LLC | 45,203 | $81.0K | 0.01% | −52−0.1% | Reduced |
| 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 |
| Stifel Financial Corp | 43,202 | $77.0K | 0.00% | +2,150+5.2% | Added |
| Summit X, LLC | 42,555 | $76.0K | 0.02% | +3,541+9.1% | Added |
| 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 |
| Avantax Advisory Services, Inc. | 41,391 | $74.0K | 0.00% | −438−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 40,740 | $73.0K | 0.01% | +40,740 | New |
| Checchi Capital Advisers, LLC | 39,986 | $72.0K | 0.01% | +3,358+9.2% | Added |
| 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 |
| Parallel Advisors, LLC | 38,707 | $69.0K | 0.00% | −525−1.3% | Reduced |
| 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 |
| 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 |
| 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 |
| PDS Planning, Inc | 34,040 | $61.0K | 0.01% | +3,638+12.0% | Added |
| Apollon Wealth Management, LLC | 33,131 | $59.0K | 0.00% | +33,131 | New |
| 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 |
| Lindbrook Capital, LLC | 30,572 | $55.0K | 0.01% | +4,393+16.8% | 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 |
| Rehmann Capital Advisory Group | 30,067 | $53.8K | 0.01% | +13,949+86.5% | 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 |
| 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 |
| Moody National Bank Trust Division | 27,234 | $49.0K | 0.01% | −2,214−7.5% | Reduced |
| Proequities, Inc. | 27,071 | $48.0K | 0.00% | −376−1.4% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Whittier Trust Co of Nevada Inc | 22,325 | $40.0K | 0.00% | −1,066−4.6% | Reduced |