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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 25,549 | $56.2K | 0.03% | +6,309+32.8% | Added |
| Jump Financial, LLC | 25,538 | $56.2K | 0.00% | +25,538 | New |
| Rehmann Capital Advisory Group | 25,303 | $55.7K | 0.01% | −4,764−15.8% | Reduced |
| Colonial Trust Co | 25,000 | $55.0K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 24,714 | $54.4K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 24,066 | $52.9K | 0.01% | −432−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 24,050 | $52.9K | 0.00% | −477−1.9% | Reduced |
| Breakwater Capital Group | 23,651 | $52.0K | 0.03% | +23,651 | New |
| Virtu Financial LLC | 22,585 | $50.0K | 0.01% | +22,585 | New |
| International Assets Investment Management, LLC | 22,537 | $49.6K | 0.01% | +870+4.0% | Added |
| Proequities, Inc. | 22,363 | $49.2K | 0.00% | −4,708−17.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,325 | $49.1K | 0.00% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 21,898 | $48.2K | 0.03% | +3,564+19.4% | Added |
| Peapack Gladstone Financial Corp | 22,001 | $48.0K | 0.00% | +6,000+37.5% | Added |
| Glenmede Trust Co NA | 21,528 | $47.4K | 0.00% | +8,526+65.6% | Added |
| First Affirmative Financial Network | 20,433 | $45.0K | 0.05% | +3,856+23.3% | Added |
| Perigon Wealth Management, LLC | 20,287 | $44.6K | 0.00% | +434+2.2% | Added |
| McDonald Partners LLC | 20,085 | $44.2K | 0.02% | −4,148−17.1% | Reduced |
| Two Sigma Securities, LLC | 20,002 | $44.0K | 0.01% | −55,215−73.4% | Reduced |
| Park Circle Co | 20,000 | $44.0K | 0.04% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 19,825 | $43.6K | 0.01% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 18,500 | $40.7K | 0.06% | 00.0% | Unchanged |
| New Republic Capital, LLC | 18,391 | $40.5K | 0.03% | +18,391 | New |
| Federation des caisses Desjardins du Quebec | 18,300 | $40.3K | 0.00% | −2,500−12.0% | Reduced |
| Parallel Advisors, LLC | 18,288 | $40.2K | 0.00% | −20,419−52.8% | Reduced |
| West Family Investments, Inc. | 18,093 | $39.8K | 0.01% | −4,197−18.8% | Reduced |
| PDS Planning, Inc | 17,681 | $38.9K | 0.01% | −16,359−48.1% | Reduced |
| 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 |
| Advisors Asset Management, Inc. | 17,213 | $37.9K | 0.00% | +2,702+18.6% | Added |
| Sawtooth Solutions, LLC | 16,529 | $36.4K | 0.00% | +1,699+11.5% | Added |
| Auxier Asset Management | 16,500 | $36.3K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 16,394 | $36.1K | 0.01% | +80+0.5% | Added |
| Guardian Capital Advisors LP | 15,000 | $35.7K | 0.00% | +15,000 | New |
| Savant Capital, LLC | 21,747 | $35.0K | 0.00% | +21,747 | New |
| IFG Advisory, LLC | 16,093 | $35.0K | 0.00% | +269+1.7% | Added |
| Change Path, LLC | 15,361 | $34.0K | 0.00% | −2,091−12.0% | Reduced |
| National Bank of Canada | 14,881 | $32.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 14,840 | $32.6K | 0.02% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 14,575 | $32.1K | 0.00% | +14,575 | New |
| David Loasby | 13,125 | $30.7K | 0.00% | +13,125 | New |
| Zacks Investment Management | 13,892 | $30.6K | 0.00% | +807+6.2% | Added |
| Avenue 1 Advisors, LLC | 13,787 | $30.3K | 0.02% | +2,346+20.5% | Added |
| Intrua Financial, LLC | 12,500 | $30.3K | 0.01% | +12,500 | New |
| CWM, LLC | 13,830 | $30.0K | 0.00% | −2,782−16.7% | Reduced |
| Capital Investment Advisory Services, LLC | 13,500 | $29.7K | 0.00% | −4,000−22.9% | Reduced |
| Concord Wealth Partners | 13,403 | $29.5K | 0.01% | 00.0% | Unchanged |
| Bank Hapoalim BM | 13,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Straight Path Wealth Management | 13,013 | $28.6K | 0.03% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 13,000 | $28.6K | 0.00% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 12,971 | $28.5K | 0.01% | +12,971 | New |
| Centurion Wealth Management LLC | 12,808 | $28.2K | 0.02% | +12,808 | New |
| Schonfeld Strategic Advisors LLC | 12,800 | $28.2K | 0.00% | +12,800 | New |
| RMR Wealth Builders | 12,700 | $27.9K | 0.01% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,578 | $27.7K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 12,229 | $26.9K | 0.00% | +12,229 | New |
| FMB Wealth Management | 11,982 | $26.4K | 0.03% | +11,982 | New |
| Kistler-Tiffany Companies, LLC | 11,805 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 11,700 | $25.7K | 0.01% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 11,628 | $25.6K | 0.01% | −2,134−15.5% | Reduced |
| Focused Wealth Management, Inc | 11,583 | $25.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,519 | $25.3K | 0.00% | −3,001−20.7% | Reduced |
| Pacifica Partners Inc. | 11,175 | $25.1K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 11,388 | $25.1K | 0.00% | +11,388 | New |
| Corundum Group, Inc. | 11,456 | $25.0K | 0.01% | −572−4.8% | Reduced |
| Great Diamond Partners, LLC | 11,322 | $24.9K | 0.01% | +11,322 | New |
| GWM Advisors LLC | 11,304 | $24.9K | 0.00% | +691+6.5% | Added |
| United Capital Financial Advisers, LLC | 10,948 | $24.1K | 0.00% | −15,288−58.3% | Reduced |
| Keybank National Association | 10,826 | $23.8K | 0.00% | −1,784−14.1% | Reduced |
| Hoxton Planning & Management, LLC | 10,657 | $23.4K | 0.01% | +10,657 | New |
| SYSTM Wealth Solutions LLC | 10,653 | $23.4K | 0.00% | +10,653 | New |
| Group One Trading, L.P. | 10,619 | $23.4K | 0.00% | −3,000−22.0% | Reduced |
| Blue Investment Partners LLC | 10,474 | $23.0K | 0.03% | +10,474 | 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 |
| Halbert Hargrove Global Advisors, LLC | 10,345 | $22.8K | 0.00% | +10,345 | New |
| Coldstream Capital Management Inc | 10,237 | $22.5K | 0.00% | +10,237 | New |
| O'Dell Group, LLC | 10,152 | $22.3K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 10,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 9,502 | $20.9K | 0.00% | +9,280+4,180.2% | Added |
| First Manhattan Co | 9,229 | $20.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9,183 | $20.2K | 0.00% | −877−8.7% | Reduced |
| TD Waterhouse Canada Inc. | 7,974 | $19.9K | 0.00% | −1,000−11.1% | Reduced |
| Belpointe Asset Management LLC | 8,676 | $19.1K | 0.00% | +8,676 | New |
| Glassman Wealth Services | 8,582 | $18.9K | 0.00% | +15+0.2% | Added |
| EverSource Wealth Advisors, LLC | 6,881 | $15.1K | 0.00% | −7,145−50.9% | Reduced |
| Tower Research Capital LLC (TRC) | 6,802 | $15.0K | 0.00% | −32,999−82.9% | Reduced |
| BDO Wealth Advisors, LLC | 4,946 | $10.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4,841 | $10.7K | 0.00% | +4,301+796.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,338 | $9.54K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,258 | $9.00K | 0.00% | −183−4.1% | Reduced |
| RWM Asset Management, LLC | 3,507 | $7.71K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,432 | $7.55K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,233 | $7.11K | 0.00% | +220+7.3% | Added |
| JFS Wealth Advisors, LLC | 2,865 | $6.30K | 0.00% | +345+13.7% | Added |
| Cook Wealth Management Group LLC | 11,517 | $6.16K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,712 | $5.97K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,450 | $5.39K | 0.00% | +2,450 | New |
| Investors Research Corp | 2,135 | $4.70K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,050 | $4.51K | 0.00% | 00.0% | Unchanged |