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, Q1 2023
Institutional positions in Lloyds Banking Group plc as of Mar 31, 2023. 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
- 330
- +15 vs. Q4 2022
- Shares held
- 363.9M
- +6.59M (+1.8%) vs. Q4 2022
- Total value
- $809.7M
- +$32.8M (+4.2%) vs. Q4 2022
- New holders
- 37
- 149 more added
- Sold out
- 22
- 72 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 27,932,545 | $64.8M | 0.11% | −7,147,250−20.4% | Reduced |
| Macquarie Group Ltd | 27,050,491 | $62.8M | 0.07% | +236,934+0.9% | Added |
| JPMorgan Chase & Co | 26,817,298 | $62.2M | 0.01% | −4,343,476−13.9% | Reduced |
| Mondrian Investment Partners LTD | 26,795,456 | $62.2M | 1.37% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 20,777,373 | $48.2M | 0.01% | +1,239,015+6.3% | Added |
| Morgan Stanley | 18,605,143 | $43.2M | 0.00% | +4,522,518+32.1% | Added |
| Arrowstreet Capital, Limited Partnership | 18,034,431 | $41.8M | 0.05% | −596,270−3.2% | Reduced |
| FMR LLC | 16,808,510 | $39.0M | 0.00% | +635,339+3.9% | Added |
| Dimensional Fund Advisors LP | 15,658,856 | $36.4M | 0.01% | +1,053,102+7.2% | Added |
| Morningstar Investment Services LLC | 10,787,616 | $25.3M | 0.34% | +502,709+4.9% | Added |
| Northern Trust Corp | 10,777,644 | $25.0M | 0.00% | +284,896+2.7% | Added |
| Bank of America Corp | 8,663,405 | $20.1M | 0.00% | +2,690,404+45.0% | Added |
| Balyasny Asset Management LLC | 7,627,412 | $17.7M | 0.06% | +826,186+12.1% | Added |
| Optiver Holding B.V. | 6,988,595 | $16.4M | 0.76% | +6,988,595 | New |
| BlackRock Inc. | 5,932,799 | $13.8M | 0.00% | +1,090,666+22.5% | Added |
| Millennium Management LLC | 5,895,201 | $13.7M | 0.02% | −2,434,189−29.2% | Reduced |
| Janney Capital Management LLC | 5,316,297 | $12.3M | 0.93% | +365,792+7.4% | Added |
| Cowen Investment Management LLC | 4,421,183 | $10.3M | 2.68% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,371,712 | $10.1M | 0.00% | +213,729+5.1% | Added |
| American Century Companies Inc | 4,107,442 | $9.53M | 0.01% | +504,184+14.0% | Added |
| Neuberger Berman Group LLC | 4,078,554 | $9.51M | 0.01% | +210,936+5.5% | Added |
| Envestnet Asset Management Inc | 3,342,347 | $7.75M | 0.00% | −368,890−9.9% | Reduced |
| Stamos Capital Partners, L.P. | 3,283,630 | $7.62M | 1.97% | +258,790+8.6% | Added |
| First Eagle Investment Management, LLC | 2,676,142 | $6.21M | 0.02% | +498,144+22.9% | Added |
| CIBC World Markets Inc. | 2,353,354 | $5.46M | 0.02% | +1,062,950+82.4% | Added |
| Bard Financial Services, Inc. | 2,285,270 | $5.30M | 0.42% | +36,140+1.6% | Added |
| The PNC Financial Services Group, Inc. | 2,177,259 | $5.05M | 0.00% | −24,789−1.1% | Reduced |
| Norges Bank | 2,000,000 | $4.64M | 0.00% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 1,968,993 | $4.57M | 0.10% | +183,631+10.3% | Added |
| Natixis Advisors, L.P. | 1,928,727 | $4.47M | 0.02% | +247,054+14.7% | Added |
| Ameriprise Financial Inc | 1,821,016 | $4.22M | 0.00% | +181,703+11.1% | Added |
| Franklin Resources Inc | 1,628,626 | $3.78M | 0.00% | −20,880−1.3% | Reduced |
| UBS Group AG | 1,495,697 | $3.47M | 0.00% | −204,131−12.0% | Reduced |
| Bank of Montreal | 1,339,489 | $3.21M | 0.00% | +1,272,409+1,896.9% | Added |
| Acadian Asset Management LLC | 1,256,716 | $2.91M | 0.01% | +27,663+2.3% | Added |
| Ethic Inc. | 1,232,617 | $2.86M | 0.12% | −19,707−1.6% | Reduced |
| Renaissance Technologies LLC | 1,230,700 | $2.85M | 0.00% | +598,100+94.5% | Added |
| Price T Rowe Associates Inc | 1,196,277 | $2.78M | 0.00% | +79,376+7.1% | Added |
| Advisors Management Group Inc | 1,112,015 | $2.58M | 0.82% | −12,617−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 1,017,417 | $2.36M | 0.06% | +799+0.1% | Added |
| Henry James International Management, Inc. | 1,011,770 | $2.35M | 0.99% | +161,933+19.1% | Added |
| Citigroup Inc | 985,891 | $2.29M | 0.00% | +54,382+5.8% | Added |
| Timber Creek Capital Management LLC | 963,953 | $2.24M | 0.80% | +366,382+61.3% | Added |
| Commonwealth Equity Services, LLC | 939,563 | $2.18M | 0.00% | −6,440−0.7% | Reduced |
| Credit Suisse AG | 926,560 | $2.16M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 909,980 | $2.11M | 0.00% | +117,284+14.8% | Added |
| LPL Financial LLC | 907,003 | $2.10M | 0.00% | +331,258+57.5% | Added |
| Integrated Wealth Concepts LLC | 830,936 | $1.93M | 0.04% | +830,936 | New |
| Cetera Advisor Networks LLC | 828,976 | $1.92M | 0.01% | +19,725+2.4% | Added |
| Rockefeller Capital Management L.P. | 820,392 | $1.90M | 0.01% | +3330.0% | Added |
| Susquehanna Fundamental Investments, LLC | 814,776 | $1.89M | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 714,743 | $1.66M | 0.03% | +61,500+9.4% | Added |
| Old Mission Capital LLC | 700,356 | $1.62M | 0.05% | +646,077+1,190.3% | Added |
| First Trust Advisors LP | 693,794 | $1.61M | 0.00% | −131,789−16.0% | Reduced |
| Citadel Advisors LLC | 692,115 | $1.61M | 0.00% | −7,642,360−91.7% | Reduced |
| SEI Investments Co | 681,040 | $1.58M | 0.00% | +39,145+6.1% | Added |
| Bank of New York Mellon Corp | 675,942 | $1.57M | 0.00% | +19,954+3.0% | Added |
| Vestmark Advisory Solutions, Inc. | 655,566 | $1.52M | 0.07% | +23,983+3.8% | Added |
| DRW Securities, LLC | 605,590 | $1.41M | 0.21% | +93,595+18.3% | Added |
| Two Sigma Investments, LP | 559,297 | $1.30M | 0.00% | +530,697+1,855.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 556,325 | $1.29M | 0.00% | +114,463+25.9% | Added |
| Advisor Group Holdings, Inc. | 465,871 | $1.08M | 0.00% | +62,278+15.4% | Added |
| MML Investors Services, LLC | 461,180 | $1.07M | 0.01% | +31,727+7.4% | Added |
| Private Advisor Group, LLC | 455,607 | $1.06M | 0.01% | −28,837−6.0% | Reduced |
| Qube Research & Technologies Ltd | 441,084 | $1.02M | 0.01% | −1,934,180−81.4% | Reduced |
| NewEdge Wealth, LLC | 437,178 | $1.01M | 0.04% | +18,417+4.4% | Added |
| Mariner, LLC | 432,120 | $1.00M | 0.00% | +156,301+56.7% | Added |
| Veriti Management LLC | 388,690 | $901.8K | 0.11% | +33,229+9.3% | Added |
| Royal Bank of Canada | 379,107 | $879.0K | 0.00% | −81,569−17.7% | Reduced |
| Squarepoint Ops LLC | 366,597 | $850.5K | 0.01% | +366,597 | New |
| Mercer Global Advisors Inc | 348,181 | $808.0K | 0.00% | −227,436−39.5% | Reduced |
| Creative Planning | 329,897 | $765.4K | 0.00% | +177,493+116.5% | Added |
| Global Retirement Partners, LLC | 313,292 | $711.2K | 0.04% | +22,162+7.6% | Added |
| US Bancorp | 298,534 | $692.6K | 0.00% | +30,746+11.5% | Added |
| JustInvest LLC | 294,169 | $682.8K | 0.02% | +135,197+85.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 290,540 | $674.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 290,142 | $673.1K | 0.01% | +50,332+21.0% | Added |
| Yousif Capital Management, LLC | 286,562 | $664.8K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 276,039 | $640.4K | 0.04% | +37,632+15.8% | Added |
| Intrust Bank NA | 272,360 | $631.9K | 0.08% | +70,111+34.7% | Added |
| Eqis Capital Management, Inc. | 244,584 | $567.4K | 0.06% | −78,292−24.2% | Reduced |
| Invesco Ltd. | 237,628 | $551.3K | 0.00% | +237,628 | New |
| Susquehanna International Group, LLP | 237,158 | $550.2K | 0.00% | +52,890+28.7% | Added |
| Wetherby Asset Management Inc | 233,676 | $542.1K | 0.03% | +27,429+13.3% | Added |
| Cetera Advisors LLC | 230,880 | $535.6K | 0.01% | +2,117+0.9% | Added |
| Compagnie Lombard Odier SCmA | 229,903 | $533.4K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 219,520 | $509.0K | 0.00% | +138,129+169.7% | Added |
| Truist Financial Corp | 216,755 | $502.9K | 0.00% | +1,667+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 216,215 | $501.6K | 0.00% | +216,215 | New |
| Edge Wealth Management LLC | 200,000 | $465.0K | 0.11% | 00.0% | Unchanged |
| Ellevest, Inc. | 200,108 | $464.3K | 0.04% | +4,710+2.4% | Added |
| Naviter Wealth, LLC | 197,868 | $459.1K | 0.16% | +4,273+2.2% | Added |
| Assetmark, Inc | 192,734 | $447.1K | 0.00% | +37,200+23.9% | Added |
| HRT Financial LP | 187,661 | $435.0K | 0.01% | −334,485−64.1% | Reduced |
| Foundations Investment Advisors, LLC | 185,961 | $431.4K | 0.02% | +30,126+19.3% | Added |
| Legacy Wealth Asset Management, LLC | 183,429 | $425.6K | 0.15% | −34,539−15.8% | Reduced |
| Quantbot Technologies LP | 181,455 | $421.0K | 0.03% | +181,455 | New |
| Schonfeld Strategic Advisors LLC | 180,000 | $417.6K | 0.00% | +167,200+1,306.3% | Added |
| IFP Advisors, Inc | 119,690 | $404.6K | 0.02% | −89,502−42.8% | Reduced |
| Signaturefd, LLC | 172,388 | $399.9K | 0.01% | +37,327+27.6% | Added |