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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 1,997 | $4.39K | 0.00% | +1,997 | New |
| Spire Wealth Management | 1,722 | $4.00K | 0.00% | +143+9.1% | Added |
| Column Capital Advisors, LLC | 1,547 | $3.40K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,510 | $3.32K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,479 | $3.25K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 718 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,000 | $2.00K | 0.00% | +1,000 | New |
| Fifth Third Bancorp | 868 | $1.91K | 0.00% | +868 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 825 | $1.81K | 0.00% | +825 | New |
| Financial Synergies Wealth Advisors, Inc. | 533 | $1.17K | 0.00% | +533 | New |
| TD Private Client Wealth LLC | 477 | $1.05K | 0.00% | +477 | New |
| Bell Investment Advisors, Inc | 471 | $1.04K | 0.00% | −155−24.8% | Reduced |
| Farther Finance Advisors, LLC | 468 | $1.03K | 0.00% | +468 | New |
| Hantz Financial Services, Inc. | 474 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 668 | $1.00K | 0.00% | +668 | New |
| Antonetti Capital Management LLC | 454 | $999 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 408 | $954 | 0.00% | +408 | New |
| Schubert & Co | 296 | $651 | 0.00% | −1,216−80.4% | Reduced |
| Norwood Financial Corp | 205 | $451 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | – | – | −40−95.2% | Reduced |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −116,877−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −104,077−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −53,572−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −45,203−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −43,459−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −40,094−100.0% | Sold out |
| Garrett Investment Advisors LLC | 0 | $0 | 0.00% | −23,831−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −22,937−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −21,160−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −20,035−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −15,144−100.0% | Sold out |
| Copperleaf Capital, LLC | 0 | $0 | 0.00% | −15,280−100.0% | Sold out |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −14,689−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −12,578−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −11,825−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,603−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −12,633−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −7,586−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −5,778−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −2,097−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| DRW Securities, L.L.C. | – | – | – | – | Not filed |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Balasa Dinverno & Foltz LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |