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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 20,002 | $44.0K | 0.01% | −55,215−73.4% | Reduced |
| McDonald Partners LLC | 20,085 | $44.2K | 0.02% | −4,148−17.1% | Reduced |
| Perigon Wealth Management, LLC | 20,287 | $44.6K | 0.00% | +434+2.2% | Added |
| First Affirmative Financial Network | 20,433 | $45.0K | 0.05% | +3,856+23.3% | Added |
| Glenmede Trust Co NA | 21,528 | $47.4K | 0.00% | +8,526+65.6% | Added |
| Peapack Gladstone Financial Corp | 22,001 | $48.0K | 0.00% | +6,000+37.5% | Added |
| Wealthstream Advisors, Inc. | 21,898 | $48.2K | 0.03% | +3,564+19.4% | Added |
| Whittier Trust Co of Nevada Inc | 22,325 | $49.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 22,363 | $49.2K | 0.00% | −4,708−17.4% | Reduced |
| International Assets Investment Management, LLC | 22,537 | $49.6K | 0.01% | +870+4.0% | Added |
| Virtu Financial LLC | 22,585 | $50.0K | 0.01% | +22,585 | New |
| Breakwater Capital Group | 23,651 | $52.0K | 0.03% | +23,651 | New |
| Beacon Pointe Advisors, LLC | 24,050 | $52.9K | 0.00% | −477−1.9% | Reduced |
| Keel Point, LLC | 24,066 | $52.9K | 0.01% | −432−1.8% | Reduced |
| Octavia Wealth Advisors, LLC | 24,714 | $54.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 25,000 | $55.0K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 25,303 | $55.7K | 0.01% | −4,764−15.8% | Reduced |
| Jump Financial, LLC | 25,538 | $56.2K | 0.00% | +25,538 | New |
| Addison Advisors LLC | 25,549 | $56.2K | 0.03% | +6,309+32.8% | Added |
| Bleakley Financial Group, LLC | 25,792 | $56.7K | 0.00% | +25,792 | New |
| Wealthspire Advisors, LLC | 26,021 | $57.2K | 0.00% | +26,021 | New |
| Moody National Bank Trust Division | 27,234 | $59.0K | 0.01% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 27,209 | $59.9K | 0.05% | +756+2.9% | Added |
| Tanager Wealth Management LLP | 27,575 | $60.7K | 0.02% | +27,575 | New |
| Sage Rhino Capital LLC | 28,182 | $62.0K | 0.02% | +1,783+6.8% | Added |
| Two Sigma Investments, LP | 28,600 | $62.9K | 0.00% | +28,600 | New |
| Arkadios Wealth Advisors | 28,617 | $63.0K | 0.01% | −440−1.5% | Reduced |
| Drive Wealth Management, LLC | 28,788 | $63.3K | 0.03% | +14,346+99.3% | Added |
| Lindbrook Capital, LLC | 28,929 | $63.6K | 0.01% | −1,643−5.4% | Reduced |
| Five Oceans Advisors | 29,106 | $64.0K | 0.04% | −40.0% | Reduced |
| Chicago Capital, LLC | 30,000 | $66.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 30,000 | $66.0K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 30,241 | $66.5K | 0.00% | +30,241 | New |
| Personal Cfo Solutions, LLC | 30,567 | $67.2K | 0.01% | +1,529+5.3% | Added |
| Valeo Financial Advisors, LLC | 30,892 | $68.0K | 0.00% | +30,892 | New |
| Werba Rubin Papier Wealth Management | 30,902 | $68.0K | 0.03% | +30,902 | New |
| Apollon Wealth Management, LLC | 32,107 | $70.6K | 0.01% | −1,024−3.1% | Reduced |
| Raymond James Trust N.A. | 32,602 | $72.0K | 0.00% | +1,154+3.7% | Added |
| Brookstone Capital Management | 31,102 | $72.8K | 0.00% | +1,006+3.3% | Added |
| Legacy Financial Advisors, Inc. | 34,810 | $76.6K | 0.02% | +3,457+11.0% | Added |
| Dynamic Technology Lab Private Ltd | 35,329 | $78.0K | 0.01% | +35,329 | New |
| CFO4Life Group, LLC | 35,909 | $79.0K | 0.02% | −5,805−13.9% | Reduced |
| CFO4Life, L.P. | 35,909 | $79.0K | 0.02% | +35,909 | New |
| Summit X, LLC | 39,014 | $79.6K | 0.02% | −3,541−8.3% | Reduced |
| Stifel Financial Corp | 36,300 | $79.9K | 0.00% | −6,902−16.0% | Reduced |
| Park Avenue Securities LLC | 37,015 | $81.0K | 0.00% | +7,967+27.4% | Added |
| Northwestern Mutual Wealth Management Co | 38,570 | $84.9K | 0.00% | +2,550+7.1% | Added |
| Centiva Capital, LP | 39,161 | $86.2K | 0.01% | +23,123+144.2% | Added |
| Ronald Blue Trust, Inc. | 48,827 | $87.0K | 0.00% | +17,089+53.8% | Added |
| Ieq Capital, LLC | 39,790 | $87.5K | 0.00% | −11,474−22.4% | Reduced |
| Platform Technology Partners | 40,270 | $88.6K | 0.05% | −9,196−18.6% | Reduced |
| Optas, LLC | 41,534 | $91.4K | 0.04% | −5,613−11.9% | Reduced |
| Ballentine Partners, LLC | 41,584 | $91.5K | 0.00% | −49,544−54.4% | Reduced |
| Holistic Financial Partners | 41,714 | $91.8K | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 41,795 | $91.9K | 0.00% | +404+1.0% | Added |
| Bokf, NA | 42,952 | $94.5K | 0.00% | −34,021−44.2% | Reduced |
| ProVise Management Group, LLC | 43,923 | $96.6K | 0.01% | +28,700+188.5% | Added |
| Enterprise Financial Services Corp | 45,428 | $99.9K | 0.07% | −4,555−9.1% | Reduced |
| Palladiem, LLC | 46,195 | $101.6K | 0.11% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 47,029 | $103.5K | 0.01% | +6,289+15.4% | Added |
| Prudential Financial Inc | 47,505 | $104.5K | 0.00% | −2,780−5.5% | Reduced |
| Schechter Investment Advisors, LLC | 48,208 | $106.1K | 0.01% | +6,455+15.5% | Added |
| Lake Street Advisors Group, LLC | 48,812 | $107.0K | 0.01% | −18,946−28.0% | Reduced |
| Boston Private Wealth LLC | 49,086 | $108.0K | 0.00% | −9,049−15.6% | Reduced |
| Toronto Dominion Bank | 48,871 | $108.0K | 0.00% | +8,871+22.2% | Added |
| Brown Brothers Harriman & Co | 49,750 | $109.5K | 0.00% | −696−1.4% | Reduced |
| Fort Point Capital Partners LLC | 50,000 | $110.0K | 0.02% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 51,017 | $112.0K | 0.05% | +14,964+41.5% | Added |
| Checchi Capital Advisers, LLC | 50,946 | $112.1K | 0.01% | +10,960+27.4% | Added |
| Earnest Partners LLC | 52,224 | $114.9K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 52,537 | $115.6K | 0.00% | +14,868+39.5% | Added |
| M&T Bank Corp | 52,636 | $116.3K | 0.00% | +83+0.2% | Added |
| Bayesian Capital Management, LP | 53,300 | $117.3K | 0.02% | +53,300 | New |
| Simplex Trading, LLC | 53,973 | $118.0K | 0.01% | +15,461+40.1% | Added |
| Old Mission Capital LLC | 54,279 | $119.4K | 0.01% | +54,279 | New |
| Cottonwood Capital Advisors, LLC | 54,994 | $121.0K | 0.11% | 00.0% | Unchanged |
| State Street Corp | 56,854 | $125.1K | 0.00% | +21,700+61.7% | Added |
| Heritage Wealth Management, LLC | 58,054 | $127.7K | 0.02% | +32,668+128.7% | Added |
| Sequoia Financial Advisors, LLC | 60,759 | $133.7K | 0.00% | +15,105+33.1% | Added |
| Kestra Advisory Services, LLC | 61,623 | $135.6K | 0.00% | −3,300−5.1% | Reduced |
| Vanguard Capital Wealth Advisors | 63,774 | $140.3K | 0.16% | −10,153−13.7% | Reduced |
| Pathstone Family Office, LLC | 114,855 | $141.7K | 0.00% | +34,057+42.2% | Added |
| King Luther Capital Management Corp | 65,000 | $143.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 65,312 | $143.7K | 0.00% | +30,134+85.7% | Added |
| BSW Wealth Partners | 65,779 | $145.0K | 0.03% | −31,014−32.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 66,757 | $146.9K | 0.00% | +38,063+132.7% | Added |
| Capital Asset Advisory Services LLC | 61,418 | $149.4K | 0.01% | −152,497−71.3% | Reduced |
| Marcum Wealth, LLC | 68,554 | $150.8K | 0.02% | +5,575+8.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 68,764 | $151.0K | 0.13% | 00.0% | Unchanged |
| Independent Advisor Alliance | 68,590 | $151.0K | 0.02% | +1,878+2.8% | Added |
| Bank of Montreal | 67,080 | $151.3K | 0.00% | −22,115,942−99.7% | Reduced |
| Gitterman Wealth Management, LLC | 70,809 | $155.8K | 0.08% | +696+1.0% | Added |
| Cidel Asset Management Inc | 71,029 | $156.3K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 71,272 | $156.8K | 0.00% | +71,272 | New |
| Aspen Grove Capital, LLC | 71,512 | $157.3K | 0.07% | +71,512 | New |
| Single Point Partners, LLC | 75,622 | $166.0K | 0.04% | +21,746+40.4% | Added |
| Cetera Investment Advisers | 75,688 | $166.5K | 0.00% | +1,891+2.6% | Added |
| CI Private Wealth, LLC | 76,347 | $167.7K | 0.00% | +76,347 | New |
| Scotia Capital Inc. | 78,269 | $172.2K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 78,811 | $173.4K | 0.14% | −3,318−4.0% | Reduced |