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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $2 | 0.00% | −9,501−100.0% | Reduced |
| WealthPLAN Partners, LLC | 168 | $390 | 0.00% | +168 | New |
| Russell Investments Group, Ltd. | 202 | $469 | 0.00% | +202 | New |
| Norwood Financial Corp | 205 | $473 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 415 | $963 | 0.00% | +415 | New |
| Hantz Financial Services, Inc. | 474 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 454 | $1.05K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 468 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 471 | $1.09K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 533 | $1.24K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 599 | $1.41K | 0.00% | +599 | New |
| Umb Bank N A | 718 | $1.67K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 668 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,000 | $2.32K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,313 | $3.00K | 0.00% | −5,489−80.7% | Reduced |
| Bellevue Asset Management, LLC | 1,479 | $3.43K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,510 | $3.50K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 1,532 | $3.56K | 0.00% | +1,236+417.6% | Added |
| Column Capital Advisors, LLC | 1,547 | $3.59K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,718 | $3.99K | 0.00% | +1,241+260.2% | Added |
| Fifth Third Bancorp | 1,984 | $4.60K | 0.00% | +1,116+128.6% | Added |
| GWM Advisors LLC | 1,996 | $4.63K | 0.00% | −9,308−82.3% | Reduced |
| Barclays PLC | 2,050 | $4.76K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,078 | $4.82K | 0.00% | −6,598−76.0% | Reduced |
| Investors Research Corp | 2,135 | $4.95K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,296 | $5.33K | 0.00% | −2,545−52.6% | Reduced |
| RFP Financial Group LLC | 2,450 | $5.68K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,712 | $6.29K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,131 | $7.26K | 0.00% | −1,127−26.5% | Reduced |
| Cook Wealth Management Group LLC | 11,517 | $7.28K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,233 | $7.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,293 | $7.64K | 0.00% | +428+14.9% | Added |
| Hexagon Capital Partners LLC | 3,432 | $7.96K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,338 | $10.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,512 | $10.5K | 0.00% | −6,107−57.5% | Reduced |
| Syverson Strege & Co | 4,605 | $10.7K | 0.00% | +4,605 | New |
| BDO Wealth Advisors, LLC | 4,946 | $11.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,000 | $11.6K | 0.00% | +5,000 | New |
| EverSource Wealth Advisors, LLC | 5,126 | $11.9K | 0.00% | −1,755−25.5% | Reduced |
| Financial Management Professionals, Inc. | 5,682 | $13.0K | 0.00% | +5,682 | New |
| SRS Capital Advisors, Inc. | 7,062 | $16.4K | 0.00% | +7,062 | New |
| Bokf, NA | 8,078 | $18.7K | 0.00% | −34,874−81.2% | Reduced |
| Glassman Wealth Services | 8,792 | $20.4K | 0.00% | +210+2.4% | Added |
| TD Waterhouse Canada Inc. | 7,974 | $20.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9,081 | $21.1K | 0.00% | −102−1.1% | Reduced |
| First Manhattan Co | 9,229 | $21.4K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9,800 | $22.7K | 0.01% | +9,800 | New |
| GM Advisory Group, Inc. | 10,000 | $23.2K | 0.00% | −3,000−23.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 10,000 | $23.2K | 0.01% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $23.2K | 0.00% | +10,000 | New |
| Ieq Capital, LLC | 10,176 | $23.6K | 0.00% | −29,614−74.4% | Reduced |
| Boltwood Capital Management | 10,228 | $23.7K | 0.01% | +10,228 | New |
| Park Place Capital Corp | 10,357 | $24.0K | 0.01% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 10,474 | $24.3K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,514 | $24.4K | 0.00% | +10,514 | New |
| Hoxton Planning & Management, LLC | 10,657 | $24.7K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 10,972 | $25.5K | 0.00% | +10,972 | New |
| Stratos Wealth Partners, LTD. | 11,108 | $25.8K | 0.00% | −411−3.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 11,208 | $26.0K | 0.00% | +863+8.3% | Added |
| Concord Wealth Partners | 11,407 | $26.5K | 0.01% | −1,996−14.9% | Reduced |
| Pacifica Partners Inc. | 11,175 | $26.5K | 0.02% | 00.0% | Unchanged |
| Corundum Group, Inc. | 11,459 | $26.6K | 0.01% | +30.0% | Added |
| Auxier Asset Management | 11,500 | $26.7K | 0.00% | −5,000−30.3% | Reduced |
| Focused Wealth Management, Inc | 11,583 | $26.9K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 11,805 | $27.4K | 0.01% | 00.0% | Unchanged |
| FMB Wealth Management | 11,978 | $27.8K | 0.03% | −40.0% | Reduced |
| Ascent Group, LLC | 12,141 | $28.2K | 0.00% | +12,141 | New |
| Keybank National Association | 12,443 | $28.9K | 0.00% | +1,617+14.9% | Added |
| Latitude Advisors, LLC | 12,578 | $29.2K | 0.02% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,999 | $29.2K | 0.01% | +499+4.0% | Added |
| RMR Wealth Builders | 12,700 | $29.5K | 0.01% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 12,869 | $29.9K | 0.01% | +1,241+10.7% | Added |
| Bank Hapoalim BM | 13,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 12,960 | $30.1K | 0.00% | −4,378−25.3% | Reduced |
| Straight Path Wealth Management | 13,013 | $30.2K | 0.02% | 00.0% | Unchanged |
| David Loasby | 12,648 | $30.2K | 0.00% | −477−3.6% | Reduced |
| Capital Investment Advisory Services, LLC | 13,500 | $31.3K | 0.00% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 13,748 | $31.9K | 0.02% | −39−0.3% | Reduced |
| Zacks Investment Management | 13,892 | $32.2K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,970 | $32.4K | 0.00% | +13,970 | New |
| Change Path, LLC | 14,217 | $33.0K | 0.00% | −1,144−7.4% | Reduced |
| CWM, LLC | 14,175 | $33.0K | 0.00% | +345+2.5% | Added |
| Sigma Planning Corp | 14,390 | $33.4K | 0.00% | +14,390 | New |
| Great Diamond Partners, LLC | 14,571 | $33.8K | 0.01% | +3,249+28.7% | Added |
| United Capital Financial Advisers, LLC | 14,608 | $33.9K | 0.00% | +3,660+33.4% | Added |
| Financial Network Wealth Management LLC | 14,840 | $34.4K | 0.02% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 14,844 | $34.4K | 0.02% | +2,036+15.9% | Added |
| Spire Wealth Management | 14,845 | $34.4K | 0.00% | +13,123+762.1% | Added |
| NEIRG Wealth Management, LLC | 15,121 | $35.1K | 0.01% | +2,150+16.6% | Added |
| Flputnam Investment Management Co | 15,870 | $36.8K | 0.00% | +15,870 | New |
| National Bank of Canada | 15,881 | $37.0K | 0.00% | +1,000+6.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 16,221 | $37.6K | 0.02% | +16,221 | New |
| Claro Advisors LLC | 16,394 | $38.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 16,451 | $38.2K | 0.00% | +16,451 | New |
| Advisors Asset Management, Inc. | 17,207 | $39.9K | 0.00% | −60.0% | Reduced |
| Copperleaf Capital, LLC | 17,628 | $40.9K | 0.04% | +17,628 | New |
| West Family Investments, Inc. | 18,093 | $42.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 19,015 | $44.1K | 0.00% | −3,348−15.0% | Reduced |
| McDonald Partners LLC | 19,537 | $45.3K | 0.01% | −548−2.7% | Reduced |
| New Republic Capital, LLC | 19,709 | $45.7K | 0.03% | +1,318+7.2% | Added |