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Livermore
Livermore
ZHEN

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.

Other share classesLLDTFLLOBF

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.

Institutional holdersQ1 2023: 330 institutions
Q1 2021: 228 institutionsQ2 2021: 243 institutionsQ3 2021: 255 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 298 institutionsQ3 2022: 298 institutionsQ4 2022: 320 institutionsQ1 2023: 330 institutionsQ2 2023: 342 institutionsQ3 2023: 351 institutionsQ4 2023: 392 institutionsQ1 2024: 389 institutionsQ2 2024: 425 institutionsQ3 2024: 431 institutionsQ4 2024: 456 institutionsQ1 2025: 455 institutionsQ2 2025: 478 institutionsQ3 2025: 480 institutionsQ4 2025: 517 institutionsQ1 2026: 572 institutionsQ2 2026: 613 institutions
Value heldQ1 2023: $809.7M
Q1 2021: $573.3MQ2 2021: $688.5MQ3 2021: $612.5MQ4 2021: $708.3MQ1 2022: $748.6MQ2 2022: $668.1MQ3 2022: $656.4MQ4 2022: $781.1MQ1 2023: $809.7MQ2 2023: $769.2MQ3 2023: $677.7MQ4 2023: $869.0MQ1 2024: $961.5MQ2 2024: $1.05BQ3 2024: $1.26BQ4 2024: $1.14BQ1 2025: $2.05BQ2 2025: $2.15BQ3 2025: $2.40BQ4 2025: $2.69BQ1 2026: $3.07BQ2 2026: $3.45B
Institutions holding LYG and their total value by quarter
QuarterHoldersValue
Q2 2026613$3.45B
Q1 2026572$3.07B
Q4 2025517$2.69B
Q3 2025480$2.40B
Q2 2025478$2.15B
Q1 2025455$2.05B
Q4 2024456$1.14B
Q3 2024431$1.26B
Q2 2024425$1.05B
Q1 2024389$961.5M
Q4 2023392$869.0M
Q3 2023351$677.7M
Q2 2023342$769.2M
Q1 2023330$809.7M
Q4 2022320$781.1M
Q3 2022298$656.4M
Q2 2022298$668.1M
Q1 2022298$748.6M
Q4 2021282$708.3M
Q3 2021255$612.5M
Q2 2021243$688.5M
Q1 2021228$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.

Institutions holding LYG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
International Assets Investment Management, LLC19,794$45.9K0.01%−2,743−12.2%Reduced
Park Circle Co20,000$46.4K0.05%00.0%Unchanged
Eagle Harbor Asset Management Inc20,000$46.4K0.06%+1,500+8.1%Added
Savant Capital, LLC21,559$50.0K0.00%−188−0.9%Reduced
Parallel Advisors, LLC21,666$50.3K0.00%+3,378+18.5%Added
Peapack Gladstone Financial Corp22,001$51.0K0.00%00.0%Unchanged
Pitcairn Co22,077$51.2K0.00%+9,848+80.5%Added
Whittier Trust Co of Nevada Inc22,325$51.6K0.00%00.0%Unchanged
Perigon Wealth Management, LLC22,294$51.7K0.00%+2,007+9.9%Added
Wealthstream Advisors, Inc.23,315$54.1K0.03%+1,417+6.5%Added
Stephens Inc23,550$54.6K0.00%+23,550New
Arkadios Wealth Advisors23,904$55.5K0.01%−4,713−16.5%Reduced
Marino, Stram & Associates LLC24,503$56.8K0.02%+4,678+23.6%Added
Keel Point, LLC24,556$57.0K0.01%+490+2.0%Added
Octavia Wealth Advisors, LLC24,714$57.3K0.01%00.0%Unchanged
Sage Mountain Advisors LLC24,861$57.7K0.01%+24,861New
Colonial Trust Co25,000$58.0K0.01%00.0%Unchanged
Lincoln National Corp25,062$58.1K0.00%−5,179−17.1%Reduced
Rehmann Capital Advisory Group25,401$58.9K0.01%+98+0.4%Added
Breakwater Capital Group25,460$59.1K0.02%+1,809+7.6%Added
Tranquilli Financial Advisor LLC25,852$60.0K0.04%−1,357−5.0%Reduced
Gsa Capital Partners LLP25,817$60.0K0.01%+25,817New
Personal Cfo Solutions, LLC26,017$60.4K0.01%−4,550−14.9%Reduced
Moody National Bank Trust Division27,128$62.9K0.01%−106−0.4%Reduced
Bleakley Financial Group, LLC27,257$63.2K0.00%+1,465+5.7%Added
Sawtooth Solutions, LLC27,257$63.2K0.00%+10,728+64.9%Added
Addison Advisors LLC27,490$63.8K0.04%+1,941+7.6%Added
Drive Wealth Management, LLC28,427$66.0K0.03%−361−1.3%Reduced
Beacon Pointe Advisors, LLC28,702$66.6K0.00%+4,652+19.3%Added
Five Oceans Advisors29,106$67.5K0.04%00.0%Unchanged
Chicago Capital, LLC30,000$69.6K0.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC30,000$69.6K0.00%00.0%Unchanged
Haverford Trust Co30,072$69.8K0.00%+30,072New
PDS Planning, Inc30,365$70.4K0.01%+12,684+71.7%Added
Werba Rubin Papier Wealth Management30,902$71.7K0.03%00.0%Unchanged
Sage Rhino Capital LLC31,167$72.3K0.02%+2,985+10.6%Added
Valeo Financial Advisors, LLC31,592$73.3K0.00%+700+2.3%Added
Lindbrook Capital, LLC32,061$74.4K0.01%+3,132+10.8%Added
Apollon Wealth Management, LLC32,440$75.3K0.00%+333+1.0%Added
Raymond James Trust N.A.32,867$76.0K0.00%+265+0.8%Added
Brookstone Capital Management32,596$77.6K0.00%+1,494+4.8%Added
Glenmede Trust Co NA35,641$82.7K0.00%+14,113+65.6%Added
Avantax Advisory Services, Inc.36,317$84.3K0.00%−5,478−13.1%Reduced
Optas, LLC37,672$87.4K0.03%−3,862−9.3%Reduced
Legacy Financial Advisors, Inc.37,892$87.9K0.02%+3,082+8.9%Added
Kestra Advisory Services, LLC38,160$88.5K0.00%−23,463−38.1%Reduced
ProVise Management Group, LLC39,923$92.6K0.01%−4,000−9.1%Reduced
Platform Technology Partners40,270$93.4K0.05%00.0%Unchanged
Jump Financial, LLC40,470$93.9K0.00%+14,932+58.5%Added
Holistic Financial Partners41,486$96.2K0.08%−228−0.5%Reduced
Ballentine Partners, LLC41,584$96.5K0.00%00.0%Unchanged
Enterprise Financial Services Corp44,725$103.8K0.07%−703−1.5%Reduced
CFO4Life Group, LLC45,493$105.5K0.02%+9,584+26.7%Added
First Affirmative Financial Network45,658$105.9K0.12%+25,225+123.5%Added
Summit X, LLC45,677$106.0K0.03%+6,663+17.1%Added
Palladiem, LLC46,195$107.2K0.11%00.0%Unchanged
Virtue Capital Management, LLC45,345$108.8K0.02%+45,345New
M&T Bank Corp47,061$109.1K0.00%−5,575−10.6%Reduced
Northwestern Mutual Wealth Management Co47,903$111.1K0.00%+9,333+24.2%Added
Prudential Financial Inc48,184$111.8K0.00%+679+1.4%Added
Lake Street Advisors Group, LLC48,808$113.0K0.01%−40.0%Reduced
Cape Investment Advisory, Inc.48,951$113.6K0.07%+48,951New
BSW Wealth Partners48,996$113.7K0.02%−16,783−25.5%Reduced
Dynamic Technology Lab Private Ltd49,697$115.0K0.01%+14,368+40.7%Added
Brown Brothers Harriman & Co49,750$115.4K0.00%00.0%Unchanged
Checchi Capital Advisers, LLC49,903$115.8K0.01%−1,043−2.0%Reduced
Fort Point Capital Partners LLC50,000$116.0K0.02%00.0%Unchanged
Prudent Man Advisors, LLC51,017$118.0K0.05%00.0%Unchanged
Boston Private Wealth LLC51,367$119.2K0.00%+2,281+4.6%Added
Schechter Investment Advisors, LLC51,987$120.6K0.01%+3,779+7.8%Added
Earnest Partners LLC52,224$121.2K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec52,300$121.3K0.00%+34,000+185.8%Added
Bayesian Capital Management, LP53,700$124.6K0.02%+400+0.8%Added
Koss-Olinger Consulting, LLC55,916$130.0K0.02%+55,916New
Capital Asset Advisory Services LLC56,185$130.3K0.01%−5,233−8.5%Reduced
State Street Corp56,854$131.9K0.00%00.0%Unchanged
Clarius Group, LLC58,359$135.4K0.01%+40,892+234.1%Added
Cottonwood Capital Advisors, LLC58,883$136.6K0.13%+3,889+7.1%Added
Toronto Dominion Bank58,871$137.0K0.00%+10,000+20.5%Added
Cubist Systematic Strategies, LLC60,615$140.6K0.00%−466,551−88.5%Reduced
Dorsey & Whitney Trust CO LLC61,469$142.6K0.01%+14,440+30.7%Added
Buckingham Strategic Wealth, LLC66,757$146.9K0.00%00.0%Unchanged
Pathstone Family Office, LLC64,592$149.9K0.00%−50,263−43.8%Reduced
CarsonAllaria Wealth Management, Ltd.68,124$158.0K0.13%−640−0.9%Reduced
Independent Advisor Alliance69,902$162.2K0.01%+1,312+1.9%Added
Cidel Asset Management Inc71,029$164.8K0.01%00.0%Unchanged
Gitterman Wealth Management, LLC72,544$168.3K0.08%+1,735+2.5%Added
Single Point Partners, LLC75,622$175.0K0.04%00.0%Unchanged
Alliance Wealth Advisors, LLC76,437$177.3K0.13%−2,374−3.0%Reduced
Sequoia Financial Advisors, LLC76,804$178.2K0.00%+16,045+26.4%Added
Cetera Investment Advisers77,039$178.7K0.00%+1,351+1.8%Added
Scotia Capital Inc.78,269$181.6K0.00%00.0%Unchanged
Aspen Grove Capital, LLC78,432$182.0K0.08%+6,920+9.7%Added
HSBC Holdings PLC79,097$183.5K0.00%+79,097New
Captrust Financial Advisors81,293$188.6K0.00%+15,981+24.5%Added
Synovus Financial Corp81,365$188.8K0.00%00.0%Unchanged
Vident Investment Advisory, LLC81,679$189.5K0.01%+29,142+55.5%Added
Marcum Wealth, LLC81,979$190.2K0.02%+13,425+19.6%Added
Advisory Services Network, LLC87,891$203.9K0.01%+4,744+5.7%Added
Cypress Wealth Services, LLC87,916$204.0K0.06%+1,112+1.3%Added