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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 130,818 | $288.0K | 0.00% | −12,395−8.7% | Reduced |
| Cerity Partners LLC | 129,640 | $286.7K | 0.00% | −32,492−20.0% | Reduced |
| Pacer Advisors, Inc. | 126,369 | $278.0K | 0.00% | +126,369 | New |
| Forum Financial Management, LP | 119,569 | $263.1K | 0.01% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 119,103 | $262.0K | 0.05% | +119,103 | New |
| Cambridge Investment Research Advisors, Inc. | 111,137 | $245.0K | 0.00% | +5,363+5.1% | Added |
| Foster Victor Wealth Advisors, LLC | 104,481 | $244.5K | 0.03% | +6,696+6.8% | Added |
| Brinker Capital Investments, LLC | 106,330 | $233.9K | 0.00% | −22,876−17.7% | Reduced |
| Ritholtz Wealth Management | 103,638 | $228.0K | 0.01% | −6,458−5.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 103,528 | $227.8K | 0.05% | +6,127+6.3% | Added |
| We Are One Seven, LLC | 102,704 | $225.9K | 0.02% | −1,721−1.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 100,959 | $222.1K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 98,641 | $217.0K | 0.04% | +32,271+48.6% | Added |
| Quadrant Capital Group LLC | 94,659 | $208.3K | 0.02% | −41,493−30.5% | Reduced |
| Evergreen Capital Management LLC | 87,726 | $193.0K | 0.01% | +12,940+17.3% | Added |
| Cypress Wealth Services, LLC | 86,804 | $191.0K | 0.06% | −2,481−2.8% | Reduced |
| Advisory Services Network, LLC | 83,147 | $182.9K | 0.01% | −3,402−3.9% | Reduced |
| Synovus Financial Corp | 81,365 | $179.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 81,391 | $179.0K | 0.00% | −24,428−23.1% | Reduced |
| Alliance Wealth Advisors, LLC | 78,811 | $173.4K | 0.14% | −3,318−4.0% | Reduced |
| Scotia Capital Inc. | 78,269 | $172.2K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 76,347 | $167.7K | 0.00% | +76,347 | New |
| Cetera Investment Advisers | 75,688 | $166.5K | 0.00% | +1,891+2.6% | Added |
| Single Point Partners, LLC | 75,622 | $166.0K | 0.04% | +21,746+40.4% | Added |
| Aspen Grove Capital, LLC | 71,512 | $157.3K | 0.07% | +71,512 | New |
| Charles Schwab Investment Management Inc | 71,272 | $156.8K | 0.00% | +71,272 | New |
| Cidel Asset Management Inc | 71,029 | $156.3K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 70,809 | $155.8K | 0.08% | +696+1.0% | Added |
| Bank of Montreal | 67,080 | $151.3K | 0.00% | −22,115,942−99.7% | Reduced |
| 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 |
| Marcum Wealth, LLC | 68,554 | $150.8K | 0.02% | +5,575+8.9% | Added |
| Capital Asset Advisory Services LLC | 61,418 | $149.4K | 0.01% | −152,497−71.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 66,757 | $146.9K | 0.00% | +38,063+132.7% | Added |
| BSW Wealth Partners | 65,779 | $145.0K | 0.03% | −31,014−32.0% | Reduced |
| Captrust Financial Advisors | 65,312 | $143.7K | 0.00% | +30,134+85.7% | Added |
| King Luther Capital Management Corp | 65,000 | $143.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 114,855 | $141.7K | 0.00% | +34,057+42.2% | Added |
| Vanguard Capital Wealth Advisors | 63,774 | $140.3K | 0.16% | −10,153−13.7% | Reduced |
| Kestra Advisory Services, LLC | 61,623 | $135.6K | 0.00% | −3,300−5.1% | Reduced |
| Sequoia Financial Advisors, LLC | 60,759 | $133.7K | 0.00% | +15,105+33.1% | Added |
| Heritage Wealth Management, LLC | 58,054 | $127.7K | 0.02% | +32,668+128.7% | Added |
| State Street Corp | 56,854 | $125.1K | 0.00% | +21,700+61.7% | Added |
| Cottonwood Capital Advisors, LLC | 54,994 | $121.0K | 0.11% | 00.0% | Unchanged |
| Old Mission Capital LLC | 54,279 | $119.4K | 0.01% | +54,279 | New |
| Simplex Trading, LLC | 53,973 | $118.0K | 0.01% | +15,461+40.1% | Added |
| Bayesian Capital Management, LP | 53,300 | $117.3K | 0.02% | +53,300 | New |
| M&T Bank Corp | 52,636 | $116.3K | 0.00% | +83+0.2% | Added |
| Vident Investment Advisory, LLC | 52,537 | $115.6K | 0.00% | +14,868+39.5% | Added |
| Earnest Partners LLC | 52,224 | $114.9K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 50,946 | $112.1K | 0.01% | +10,960+27.4% | Added |
| Prudent Man Advisors, LLC | 51,017 | $112.0K | 0.05% | +14,964+41.5% | Added |
| Fort Point Capital Partners LLC | 50,000 | $110.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 49,750 | $109.5K | 0.00% | −696−1.4% | Reduced |
| Toronto Dominion Bank | 48,871 | $108.0K | 0.00% | +8,871+22.2% | Added |
| Boston Private Wealth LLC | 49,086 | $108.0K | 0.00% | −9,049−15.6% | Reduced |
| Lake Street Advisors Group, LLC | 48,812 | $107.0K | 0.01% | −18,946−28.0% | Reduced |
| Schechter Investment Advisors, LLC | 48,208 | $106.1K | 0.01% | +6,455+15.5% | Added |
| Prudential Financial Inc | 47,505 | $104.5K | 0.00% | −2,780−5.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 47,029 | $103.5K | 0.01% | +6,289+15.4% | Added |
| Palladiem, LLC | 46,195 | $101.6K | 0.11% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 45,428 | $99.9K | 0.07% | −4,555−9.1% | Reduced |
| ProVise Management Group, LLC | 43,923 | $96.6K | 0.01% | +28,700+188.5% | Added |
| Bokf, NA | 42,952 | $94.5K | 0.00% | −34,021−44.2% | Reduced |
| Avantax Advisory Services, Inc. | 41,795 | $91.9K | 0.00% | +404+1.0% | Added |
| Holistic Financial Partners | 41,714 | $91.8K | 0.08% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 41,584 | $91.5K | 0.00% | −49,544−54.4% | Reduced |
| Optas, LLC | 41,534 | $91.4K | 0.04% | −5,613−11.9% | Reduced |
| Platform Technology Partners | 40,270 | $88.6K | 0.05% | −9,196−18.6% | Reduced |
| Ieq Capital, LLC | 39,790 | $87.5K | 0.00% | −11,474−22.4% | Reduced |
| Ronald Blue Trust, Inc. | 48,827 | $87.0K | 0.00% | +17,089+53.8% | Added |
| Centiva Capital, LP | 39,161 | $86.2K | 0.01% | +23,123+144.2% | Added |
| Northwestern Mutual Wealth Management Co | 38,570 | $84.9K | 0.00% | +2,550+7.1% | Added |
| Park Avenue Securities LLC | 37,015 | $81.0K | 0.00% | +7,967+27.4% | Added |
| Stifel Financial Corp | 36,300 | $79.9K | 0.00% | −6,902−16.0% | Reduced |
| Summit X, LLC | 39,014 | $79.6K | 0.02% | −3,541−8.3% | Reduced |
| 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 |
| Dynamic Technology Lab Private Ltd | 35,329 | $78.0K | 0.01% | +35,329 | New |
| Legacy Financial Advisors, Inc. | 34,810 | $76.6K | 0.02% | +3,457+11.0% | Added |
| Brookstone Capital Management | 31,102 | $72.8K | 0.00% | +1,006+3.3% | Added |
| Raymond James Trust N.A. | 32,602 | $72.0K | 0.00% | +1,154+3.7% | Added |
| Apollon Wealth Management, LLC | 32,107 | $70.6K | 0.01% | −1,024−3.1% | Reduced |
| Werba Rubin Papier Wealth Management | 30,902 | $68.0K | 0.03% | +30,902 | New |
| Valeo Financial Advisors, LLC | 30,892 | $68.0K | 0.00% | +30,892 | New |
| Personal Cfo Solutions, LLC | 30,567 | $67.2K | 0.01% | +1,529+5.3% | Added |
| Lincoln National Corp | 30,241 | $66.5K | 0.00% | +30,241 | New |
| 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 |
| Five Oceans Advisors | 29,106 | $64.0K | 0.04% | −40.0% | Reduced |
| Lindbrook Capital, LLC | 28,929 | $63.6K | 0.01% | −1,643−5.4% | Reduced |
| Drive Wealth Management, LLC | 28,788 | $63.3K | 0.03% | +14,346+99.3% | Added |
| Arkadios Wealth Advisors | 28,617 | $63.0K | 0.01% | −440−1.5% | Reduced |
| Two Sigma Investments, LP | 28,600 | $62.9K | 0.00% | +28,600 | New |
| Sage Rhino Capital LLC | 28,182 | $62.0K | 0.02% | +1,783+6.8% | Added |
| Tanager Wealth Management LLP | 27,575 | $60.7K | 0.02% | +27,575 | New |
| Tranquilli Financial Advisor LLC | 27,209 | $59.9K | 0.05% | +756+2.9% | Added |
| Moody National Bank Trust Division | 27,234 | $59.0K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 26,021 | $57.2K | 0.00% | +26,021 | New |
| Bleakley Financial Group, LLC | 25,792 | $56.7K | 0.00% | +25,792 | New |