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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 81,391 | $179.0K | 0.00% | −24,428−23.1% | Reduced |
| Synovus Financial Corp | 81,365 | $179.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 83,147 | $182.9K | 0.01% | −3,402−3.9% | Reduced |
| Cypress Wealth Services, LLC | 86,804 | $191.0K | 0.06% | −2,481−2.8% | Reduced |
| Evergreen Capital Management LLC | 87,726 | $193.0K | 0.01% | +12,940+17.3% | Added |
| Quadrant Capital Group LLC | 94,659 | $208.3K | 0.02% | −41,493−30.5% | Reduced |
| Continuum Advisory, LLC | 98,641 | $217.0K | 0.04% | +32,271+48.6% | Added |
| Knights of Columbus Asset Advisors LLC | 100,959 | $222.1K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 102,704 | $225.9K | 0.02% | −1,721−1.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 103,528 | $227.8K | 0.05% | +6,127+6.3% | Added |
| Ritholtz Wealth Management | 103,638 | $228.0K | 0.01% | −6,458−5.9% | Reduced |
| Brinker Capital Investments, LLC | 106,330 | $233.9K | 0.00% | −22,876−17.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 104,481 | $244.5K | 0.03% | +6,696+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 111,137 | $245.0K | 0.00% | +5,363+5.1% | Added |
| Cable Hill Partners, LLC | 119,103 | $262.0K | 0.05% | +119,103 | New |
| Forum Financial Management, LP | 119,569 | $263.1K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 126,369 | $278.0K | 0.00% | +126,369 | New |
| Cerity Partners LLC | 129,640 | $286.7K | 0.00% | −32,492−20.0% | Reduced |
| HighTower Advisors, LLC | 130,818 | $288.0K | 0.00% | −12,395−8.7% | Reduced |
| Gallacher Capital Management LLC | 132,556 | $291.6K | 0.18% | +132,556 | New |
| Signaturefd, LLC | 135,061 | $297.1K | 0.01% | −75,074−35.7% | Reduced |
| XY Capital Ltd | 139,052 | $305.9K | 0.25% | +139,052 | New |
| Creative Planning | 152,404 | $335.3K | 0.00% | −41,099−21.2% | Reduced |
| Assetmark, Inc | 155,534 | $342.2K | 0.00% | +7,390+5.0% | Added |
| Foundations Investment Advisors, LLC | 155,835 | $342.8K | 0.01% | +65,218+72.0% | Added |
| JustInvest LLC | 158,972 | $349.7K | 0.01% | −167,873−51.4% | Reduced |
| Eagle Asset Management Inc | 157,435 | $352.0K | 0.00% | −3,324−2.1% | Reduced |
| Anchor Investment Management, LLC | 162,500 | $357.5K | 0.05% | −3,000−1.8% | Reduced |
| Susquehanna International Group, LLP | 184,268 | $405.4K | 0.00% | −77,431−29.6% | Reduced |
| Zeke Capital Advisors, LLC | 187,979 | $413.6K | 0.03% | +187,979 | New |
| Ellevest, Inc. | 195,398 | $429.9K | 0.04% | +44,635+29.6% | Added |
| Edge Wealth Management LLC | 200,000 | $440.0K | 0.10% | 00.0% | Unchanged |
| Intrust Bank NA | 202,249 | $444.9K | 0.06% | −25,148−11.1% | Reduced |
| Wetherby Asset Management Inc | 206,247 | $453.7K | 0.03% | −62,910−23.4% | Reduced |
| Voya Financial Advisors, Inc. | 210,585 | $467.5K | 0.06% | −40,372−16.1% | Reduced |
| Truist Financial Corp | 215,088 | $473.2K | 0.00% | −4,476−2.0% | Reduced |
| Naviter Wealth, LLC | 193,595 | $474.3K | 0.13% | +18,234+10.4% | Added |
| Legacy Wealth Asset Management, LLC | 217,968 | $479.5K | 0.18% | −634−0.3% | Reduced |
| Cetera Advisors LLC | 228,763 | $503.3K | 0.01% | +2,253+1.0% | Added |
| Compagnie Lombard Odier SCmA | 229,903 | $506.0K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 238,407 | $524.5K | 0.03% | −11,134−4.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 239,810 | $527.6K | 0.01% | −30,193−11.2% | Reduced |
| US Bancorp | 267,788 | $589.1K | 0.00% | −60,185−18.4% | Reduced |
| Mariner, LLC | 275,819 | $607.0K | 0.00% | −179,488−39.4% | Reduced |
| Yousif Capital Management, LLC | 286,562 | $630.4K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 290,540 | $639.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 291,130 | $640.5K | 0.04% | −35,193−10.8% | Reduced |
| Comerica Bank | 289,605 | $698.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 209,192 | $705.0K | 0.02% | +6,973+3.4% | Added |
| Eqis Capital Management, Inc. | 322,876 | $710.3K | 0.08% | +3,256+1.0% | Added |
| Veriti Management LLC | 355,461 | $782.0K | 0.10% | −14,984−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 403,593 | $886.4K | 0.00% | +2,069+0.5% | Added |
| NewEdge Wealth, LLC | 418,761 | $921.3K | 0.04% | −14,954−3.4% | Reduced |
| MML Investors Services, LLC | 429,453 | $945.0K | 0.01% | +23,777+5.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 441,862 | $972.1K | 0.00% | −3,336−0.7% | Reduced |
| Royal Bank of Canada | 460,676 | $1.01M | 0.00% | −166,911−26.6% | Reduced |
| Private Advisor Group, LLC | 484,444 | $1.04M | 0.05% | +10,785+2.3% | Added |
| DRW Securities, LLC | 511,995 | $1.13M | 0.23% | +511,995 | New |
| HRT Financial LP | 522,146 | $1.15M | 0.02% | +522,146 | New |
| Cubist Systematic Strategies, LLC | 527,166 | $1.16M | 0.01% | +70,959+15.6% | Added |
| Mercer Global Advisors Inc | 575,617 | $1.27M | 0.01% | +36,364+6.7% | Added |
| LPL Financial LLC | 575,745 | $1.27M | 0.00% | −30,078−5.0% | Reduced |
| Timber Creek Capital Management LLC | 597,571 | $1.31M | 0.50% | +13,493+2.3% | Added |
| Vestmark Advisory Solutions, Inc. | 631,583 | $1.39M | 0.07% | +30,804+5.1% | Added |
| Renaissance Technologies LLC | 632,600 | $1.39M | 0.00% | −252,900−28.6% | Reduced |
| SEI Investments Co | 641,895 | $1.41M | 0.00% | +19,715+3.2% | Added |
| Oppenheimer Asset Management Inc. | 653,243 | $1.44M | 0.02% | −86,155−11.7% | Reduced |
| Bank of New York Mellon Corp | 655,988 | $1.44M | 0.00% | +353,303+116.7% | Added |
| Raymond James & Associates | 792,696 | $1.74M | 0.00% | −382,837−32.6% | Reduced |
| Cetera Advisor Networks LLC | 809,251 | $1.78M | 0.01% | +399,239+97.4% | Added |
| Silvercrest Asset Management Group LLC | 811,584 | $1.79M | 0.01% | +120,575+17.4% | Added |
| Susquehanna Fundamental Investments, LLC | 814,776 | $1.79M | 0.03% | −862,944−51.4% | Reduced |
| Rockefeller Capital Management L.P. | 820,059 | $1.80M | 0.01% | −15,247−1.8% | Reduced |
| First Trust Advisors LP | 825,583 | $1.82M | 0.00% | −151,562−15.5% | Reduced |
| Henry James International Management, Inc. | 849,837 | $1.87M | 0.90% | −8,925−1.0% | Reduced |
| Credit Suisse AG | 926,560 | $2.05M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 931,509 | $2.05M | 0.00% | −44,479−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 946,003 | $2.08M | 0.01% | −9,452−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 1,016,618 | $2.24M | 0.06% | −52,832−4.9% | Reduced |
| Price T Rowe Associates Inc | 1,116,901 | $2.46M | 0.00% | +78,664+7.6% | Added |
| Advisors Management Group Inc | 1,124,632 | $2.47M | 0.93% | −6,815−0.6% | Reduced |
| Acadian Asset Management LLC | 1,229,053 | $2.70M | 0.01% | +274,588+28.8% | Added |
| Ethic Inc. | 1,252,324 | $2.76M | 0.15% | +146,486+13.2% | Added |
| CIBC World Markets Inc. | 1,290,404 | $2.84M | 0.01% | +51,841+4.2% | Added |
| Semmax Financial Advisors Inc. | 1,193,558 | $2.88M | 1.15% | −4,117−0.3% | Reduced |
| Ameriprise Financial Inc | 1,639,313 | $3.61M | 0.00% | +152,874+10.3% | Added |
| Franklin Resources Inc | 1,649,506 | $3.63M | 0.00% | −96,939−5.6% | Reduced |
| Natixis Advisors, L.P. | 1,681,673 | $3.70M | 0.01% | +133,469+8.6% | Added |
| UBS Group AG | 1,699,828 | $3.74M | 0.00% | +18,329+1.1% | Added |
| Boston Common Asset Management, LLC | 1,785,362 | $3.93M | 0.19% | −291,809−14.0% | Reduced |
| Norges Bank | 2,000,000 | $4.40M | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 2,177,998 | $4.79M | 0.01% | +384,750+21.5% | Added |
| The PNC Financial Services Group, Inc. | 2,202,048 | $4.84M | 0.00% | −50,129−2.2% | Reduced |
| Bard Financial Services, Inc. | 2,249,130 | $4.95M | 0.42% | +62,000+2.8% | Added |
| Qube Research & Technologies Ltd | 2,375,264 | $5.23M | 0.03% | +249,988+11.8% | Added |
| Stamos Capital Partners, L.P. | 3,024,840 | $6.65M | 2.11% | +376,580+14.2% | Added |
| American Century Companies Inc | 3,603,258 | $7.93M | 0.01% | +1,324,756+58.1% | Added |
| Envestnet Asset Management Inc | 3,711,237 | $8.16M | 0.00% | −49,039−1.3% | Reduced |
| Neuberger Berman Group LLC | 3,867,618 | $8.53M | 0.01% | −252,102−6.1% | Reduced |
| Wells Fargo & Company | 4,157,983 | $9.15M | 0.00% | +41,167+1.0% | Added |