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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 22,290 | $40.0K | 0.02% | +4,197+23.2% | Added |
| International Assets Investment Management, LLC | 21,667 | $39.0K | 0.01% | +1,127+5.5% | Added |
| Kestra Private Wealth Services, LLC | 21,160 | $38.0K | 0.00% | +10,518+98.8% | Added |
| Federation des caisses Desjardins du Quebec | 20,800 | $37.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Marino, Stram & Associates LLC | 19,825 | $35.0K | 0.01% | +19,825 | New |
| Addison Advisors LLC | 19,240 | $34.0K | 0.02% | +10,863+129.7% | Added |
| Eagle Harbor Asset Management Inc | 18,500 | $33.1K | 0.06% | 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 |
| 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 |
| 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 |
| 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 |
| IFG Advisory, LLC | 15,824 | $28.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Cedar Brook Financial Partners, LLC | 13,762 | $24.6K | 0.01% | +13,762 | 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 |
| 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 |
| Corundum Group, Inc. | 12,028 | $22.0K | 0.01% | +1,938+19.2% | Added |
| 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 |
| Bulltick Wealth Management, LLC | 11,700 | $20.9K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 11,358 | $20.3K | 0.00% | +194+1.7% | 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 |
| TD Waterhouse Canada Inc. | 8,974 | $19.2K | 0.00% | +1,000+12.5% | Added |
| GWM Advisors LLC | 10,613 | $19.0K | 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 |
| First Manhattan Co | 9,229 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8,567 | $15.0K | 0.00% | +4,050+89.7% | Added |
| Bessemer Group Inc | 7,586 | $14.0K | 0.00% | +7,586 | New |
| Howe & Rusling Inc | 5,778 | $10.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,946 | $9.00K | 0.00% | 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 2,712 | $4.85K | 0.00% | 00.0% | Unchanged |
| 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 |
| Atlas Capital Advisors LLC | 2,097 | $3.75K | 0.00% | +2,097 | New |
| 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 |
| Albion Financial Group | 866 | $2.00K | 0.00% | +16+1.9% | Added |
| 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 |
| 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 |
| Sofos Investments, Inc. | 42 | – | – | −4−8.7% | Reduced |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,691,581−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −594,745−100.0% | Sold out |