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, Q4 2022
Institutional positions in Lloyds Banking Group plc as of Dec 31, 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
- 320
- +27 vs. Q3 2022
- Shares held
- 359.1M
- −5.27M (−1.4%) vs. Q3 2022
- Total value
- $781.1M
- +$125.8M (+19.2%) vs. Q3 2022
- New holders
- 54
- 99 more added
- Sold out
- 27
- 107 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norwood Financial Corp | 205 | $451 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 296 | $651 | 0.00% | −1,216−80.4% | Reduced |
| Accurate Wealth Management, LLC | 408 | $954 | 0.00% | +408 | New |
| Antonetti Capital Management LLC | 454 | $999 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 474 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 668 | $1.00K | 0.00% | +668 | New |
| Farther Finance Advisors, LLC | 468 | $1.03K | 0.00% | +468 | New |
| Bell Investment Advisors, Inc | 471 | $1.04K | 0.00% | −155−24.8% | Reduced |
| TD Private Client Wealth LLC | 477 | $1.05K | 0.00% | +477 | New |
| Financial Synergies Wealth Advisors, Inc. | 533 | $1.17K | 0.00% | +533 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 825 | $1.81K | 0.00% | +825 | New |
| Fifth Third Bancorp | 868 | $1.91K | 0.00% | +868 | New |
| Umb Bank N A | 718 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,000 | $2.00K | 0.00% | +1,000 | New |
| Bellevue Asset Management, LLC | 1,479 | $3.25K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,510 | $3.32K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,547 | $3.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,722 | $4.00K | 0.00% | +143+9.1% | Added |
| Money Concepts Capital Corp | 1,997 | $4.39K | 0.00% | +1,997 | New |
| Barclays PLC | 2,050 | $4.51K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,135 | $4.70K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,450 | $5.39K | 0.00% | +2,450 | New |
| Raffa Wealth Management, LLC | 2,712 | $5.97K | 0.00% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 11,517 | $6.16K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,865 | $6.30K | 0.00% | +345+13.7% | Added |
| HHM Wealth Advisors, LLC | 3,233 | $7.11K | 0.00% | +220+7.3% | Added |
| Hexagon Capital Partners LLC | 3,432 | $7.55K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3,507 | $7.71K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,258 | $9.00K | 0.00% | −183−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,338 | $9.54K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4,841 | $10.7K | 0.00% | +4,301+796.5% | Added |
| BDO Wealth Advisors, LLC | 4,946 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,802 | $15.0K | 0.00% | −32,999−82.9% | Reduced |
| EverSource Wealth Advisors, LLC | 6,881 | $15.1K | 0.00% | −7,145−50.9% | Reduced |
| Glassman Wealth Services | 8,582 | $18.9K | 0.00% | +15+0.2% | Added |
| Belpointe Asset Management LLC | 8,676 | $19.1K | 0.00% | +8,676 | New |
| TD Waterhouse Canada Inc. | 7,974 | $19.9K | 0.00% | −1,000−11.1% | Reduced |
| First Horizon Advisors, Inc. | 9,183 | $20.2K | 0.00% | −877−8.7% | Reduced |
| First Manhattan Co | 9,229 | $20.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9,502 | $20.9K | 0.00% | +9,280+4,180.2% | Added |
| Ten Capital Wealth Advisors, LLC | 10,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 10,152 | $22.3K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,237 | $22.5K | 0.00% | +10,237 | New |
| Halbert Hargrove Global Advisors, LLC | 10,345 | $22.8K | 0.00% | +10,345 | New |
| Thrivent Financial for Lutherans | 10,193 | $23.0K | 0.00% | −1,040−9.3% | Reduced |
| Park Place Capital Corp | 10,357 | $23.0K | 0.01% | +10,357 | New |
| Blue Investment Partners LLC | 10,474 | $23.0K | 0.03% | +10,474 | New |
| Group One Trading, L.P. | 10,619 | $23.4K | 0.00% | −3,000−22.0% | Reduced |
| SYSTM Wealth Solutions LLC | 10,653 | $23.4K | 0.00% | +10,653 | New |
| Hoxton Planning & Management, LLC | 10,657 | $23.4K | 0.01% | +10,657 | New |
| Keybank National Association | 10,826 | $23.8K | 0.00% | −1,784−14.1% | Reduced |
| United Capital Financial Advisers, LLC | 10,948 | $24.1K | 0.00% | −15,288−58.3% | Reduced |
| GWM Advisors LLC | 11,304 | $24.9K | 0.00% | +691+6.5% | Added |
| Great Diamond Partners, LLC | 11,322 | $24.9K | 0.01% | +11,322 | New |
| Corundum Group, Inc. | 11,456 | $25.0K | 0.01% | −572−4.8% | Reduced |
| Koshinski Asset Management, Inc. | 11,388 | $25.1K | 0.00% | +11,388 | New |
| Pacifica Partners Inc. | 11,175 | $25.1K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,519 | $25.3K | 0.00% | −3,001−20.7% | Reduced |
| Focused Wealth Management, Inc | 11,583 | $25.5K | 0.01% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 11,628 | $25.6K | 0.01% | −2,134−15.5% | Reduced |
| Bulltick Wealth Management, LLC | 11,700 | $25.7K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 11,805 | $26.0K | 0.01% | 00.0% | Unchanged |
| FMB Wealth Management | 11,982 | $26.4K | 0.03% | +11,982 | New |
| Pitcairn Co | 12,229 | $26.9K | 0.00% | +12,229 | New |
| Latitude Advisors, LLC | 12,578 | $27.7K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 12,700 | $27.9K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 12,800 | $28.2K | 0.00% | +12,800 | New |
| Centurion Wealth Management LLC | 12,808 | $28.2K | 0.02% | +12,808 | New |
| NEIRG Wealth Management, LLC | 12,971 | $28.5K | 0.01% | +12,971 | New |
| GM Advisory Group, Inc. | 13,000 | $28.6K | 0.00% | 00.0% | Unchanged |
| Straight Path Wealth Management | 13,013 | $28.6K | 0.03% | 00.0% | Unchanged |
| Bank Hapoalim BM | 13,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13,403 | $29.5K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 13,500 | $29.7K | 0.00% | −4,000−22.9% | Reduced |
| CWM, LLC | 13,830 | $30.0K | 0.00% | −2,782−16.7% | Reduced |
| Intrua Financial, LLC | 12,500 | $30.3K | 0.01% | +12,500 | New |
| Avenue 1 Advisors, LLC | 13,787 | $30.3K | 0.02% | +2,346+20.5% | Added |
| Zacks Investment Management | 13,892 | $30.6K | 0.00% | +807+6.2% | Added |
| David Loasby | 13,125 | $30.7K | 0.00% | +13,125 | New |
| BCJ Capital Management, LLC | 14,575 | $32.1K | 0.00% | +14,575 | New |
| Financial Network Wealth Management LLC | 14,840 | $32.6K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 14,881 | $32.7K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 15,361 | $34.0K | 0.00% | −2,091−12.0% | Reduced |
| IFG Advisory, LLC | 16,093 | $35.0K | 0.00% | +269+1.7% | Added |
| Savant Capital, LLC | 21,747 | $35.0K | 0.00% | +21,747 | New |
| Guardian Capital Advisors LP | 15,000 | $35.7K | 0.00% | +15,000 | New |
| Claro Advisors LLC | 16,394 | $36.1K | 0.01% | +80+0.5% | Added |
| Auxier Asset Management | 16,500 | $36.3K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 16,529 | $36.4K | 0.00% | +1,699+11.5% | Added |
| Advisors Asset Management, Inc. | 17,213 | $37.9K | 0.00% | +2,702+18.6% | Added |
| Clarius Group, LLC | 17,467 | $38.0K | 0.00% | −825−4.5% | Reduced |
| Fisher Asset Management, LLC | 17,338 | $38.0K | 0.00% | +4,100+31.0% | Added |
| PDS Planning, Inc | 17,681 | $38.9K | 0.01% | −16,359−48.1% | Reduced |
| West Family Investments, Inc. | 18,093 | $39.8K | 0.01% | −4,197−18.8% | Reduced |
| Parallel Advisors, LLC | 18,288 | $40.2K | 0.00% | −20,419−52.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,300 | $40.3K | 0.00% | −2,500−12.0% | Reduced |
| New Republic Capital, LLC | 18,391 | $40.5K | 0.03% | +18,391 | New |
| Eagle Harbor Asset Management Inc | 18,500 | $40.7K | 0.06% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 19,825 | $43.6K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 20,000 | $44.0K | 0.04% | 00.0% | Unchanged |