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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 92,780 | $204.0K | 0.00% | +43,953+90.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,375 | $205.0K | 0.00% | −22,762−20.5% | Reduced |
| CI Private Wealth, LLC | 93,702 | $217.4K | 0.00% | +17,355+22.7% | Added |
| Evergreen Capital Management LLC | 96,194 | $223.2K | 0.01% | +8,468+9.7% | Added |
| Ritholtz Wealth Management | 96,658 | $224.2K | 0.01% | −6,980−6.7% | Reduced |
| Stifel Financial Corp | 98,581 | $228.7K | 0.00% | +62,281+171.6% | Added |
| Forum Financial Management, LP | 99,195 | $230.1K | 0.01% | −20,374−17.0% | Reduced |
| Continuum Advisory, LLC | 100,861 | $234.0K | 0.04% | +2,220+2.3% | Added |
| Quadrant Capital Group LLC | 101,686 | $235.9K | 0.02% | +7,027+7.4% | Added |
| Knights of Columbus Asset Advisors LLC | 103,300 | $239.7K | 0.02% | +2,341+2.3% | Added |
| Foster Victor Wealth Advisors, LLC | 104,840 | $247.4K | 0.03% | +359+0.3% | Added |
| Brinker Capital Investments, LLC | 108,424 | $251.5K | 0.00% | +2,094+2.0% | Added |
| Orion Portfolio Solutions, LLC | 108,424 | $251.5K | 0.00% | +108,424 | New |
| CAPROCK Group, Inc. | 112,069 | $260.0K | 0.02% | +112,069 | New |
| Vanguard Capital Wealth Advisors | 112,837 | $261.8K | 0.26% | +49,063+76.9% | Added |
| We Are One Seven, LLC | 114,029 | $264.5K | 0.02% | +11,325+11.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 118,733 | $275.5K | 0.06% | +15,205+14.7% | Added |
| Two Sigma Securities, LLC | 122,001 | $283.0K | 0.02% | +101,999+509.9% | Added |
| HighTower Advisors, LLC | 127,095 | $294.0K | 0.00% | −3,723−2.8% | Reduced |
| Pacer Advisors, Inc. | 130,581 | $302.9K | 0.00% | +4,212+3.3% | Added |
| Cable Hill Partners, LLC | 132,573 | $307.6K | 0.05% | +13,470+11.3% | Added |
| Charles Schwab Investment Management Inc | 138,199 | $320.6K | 0.00% | +66,927+93.9% | Added |
| Pinnacle Associates Ltd | 145,605 | $337.8K | 0.01% | +145,605 | New |
| Gallacher Capital Management LLC | 147,381 | $341.9K | 0.21% | +14,825+11.2% | Added |
| Eagle Asset Management Inc | 158,229 | $367.0K | 0.00% | +794+0.5% | Added |
| Anchor Investment Management, LLC | 162,500 | $377.0K | 0.05% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 164,776 | $388.9K | 0.05% | −45,809−21.8% | Reduced |
| Signaturefd, LLC | 172,388 | $399.9K | 0.01% | +37,327+27.6% | Added |
| IFP Advisors, Inc | 119,690 | $404.6K | 0.02% | −89,502−42.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 180,000 | $417.6K | 0.00% | +167,200+1,306.3% | Added |
| Quantbot Technologies LP | 181,455 | $421.0K | 0.03% | +181,455 | New |
| Legacy Wealth Asset Management, LLC | 183,429 | $425.6K | 0.15% | −34,539−15.8% | Reduced |
| Foundations Investment Advisors, LLC | 185,961 | $431.4K | 0.02% | +30,126+19.3% | Added |
| HRT Financial LP | 187,661 | $435.0K | 0.01% | −334,485−64.1% | Reduced |
| Assetmark, Inc | 192,734 | $447.1K | 0.00% | +37,200+23.9% | Added |
| Naviter Wealth, LLC | 197,868 | $459.1K | 0.16% | +4,273+2.2% | Added |
| Ellevest, Inc. | 200,108 | $464.3K | 0.04% | +4,710+2.4% | Added |
| Edge Wealth Management LLC | 200,000 | $465.0K | 0.11% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 216,215 | $501.6K | 0.00% | +216,215 | New |
| Truist Financial Corp | 216,755 | $502.9K | 0.00% | +1,667+0.8% | Added |
| Janney Montgomery Scott LLC | 219,520 | $509.0K | 0.00% | +138,129+169.7% | Added |
| Compagnie Lombard Odier SCmA | 229,903 | $533.4K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 230,880 | $535.6K | 0.01% | +2,117+0.9% | Added |
| Wetherby Asset Management Inc | 233,676 | $542.1K | 0.03% | +27,429+13.3% | Added |
| Susquehanna International Group, LLP | 237,158 | $550.2K | 0.00% | +52,890+28.7% | Added |
| Invesco Ltd. | 237,628 | $551.3K | 0.00% | +237,628 | New |
| Eqis Capital Management, Inc. | 244,584 | $567.4K | 0.06% | −78,292−24.2% | Reduced |
| Intrust Bank NA | 272,360 | $631.9K | 0.08% | +70,111+34.7% | Added |
| Advisor Partners II, LLC | 276,039 | $640.4K | 0.04% | +37,632+15.8% | Added |
| Yousif Capital Management, LLC | 286,562 | $664.8K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 290,142 | $673.1K | 0.01% | +50,332+21.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 290,540 | $674.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 294,169 | $682.8K | 0.02% | +135,197+85.0% | Added |
| US Bancorp | 298,534 | $692.6K | 0.00% | +30,746+11.5% | Added |
| Global Retirement Partners, LLC | 313,292 | $711.2K | 0.04% | +22,162+7.6% | Added |
| Creative Planning | 329,897 | $765.4K | 0.00% | +177,493+116.5% | Added |
| Mercer Global Advisors Inc | 348,181 | $808.0K | 0.00% | −227,436−39.5% | Reduced |
| Squarepoint Ops LLC | 366,597 | $850.5K | 0.01% | +366,597 | New |
| Royal Bank of Canada | 379,107 | $879.0K | 0.00% | −81,569−17.7% | Reduced |
| Veriti Management LLC | 388,690 | $901.8K | 0.11% | +33,229+9.3% | Added |
| Mariner, LLC | 432,120 | $1.00M | 0.00% | +156,301+56.7% | Added |
| NewEdge Wealth, LLC | 437,178 | $1.01M | 0.04% | +18,417+4.4% | Added |
| Qube Research & Technologies Ltd | 441,084 | $1.02M | 0.01% | −1,934,180−81.4% | Reduced |
| Private Advisor Group, LLC | 455,607 | $1.06M | 0.01% | −28,837−6.0% | Reduced |
| MML Investors Services, LLC | 461,180 | $1.07M | 0.01% | +31,727+7.4% | Added |
| Advisor Group Holdings, Inc. | 465,871 | $1.08M | 0.00% | +62,278+15.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 556,325 | $1.29M | 0.00% | +114,463+25.9% | Added |
| Two Sigma Investments, LP | 559,297 | $1.30M | 0.00% | +530,697+1,855.6% | Added |
| DRW Securities, LLC | 605,590 | $1.41M | 0.21% | +93,595+18.3% | Added |
| Vestmark Advisory Solutions, Inc. | 655,566 | $1.52M | 0.07% | +23,983+3.8% | Added |
| Bank of New York Mellon Corp | 675,942 | $1.57M | 0.00% | +19,954+3.0% | Added |
| SEI Investments Co | 681,040 | $1.58M | 0.00% | +39,145+6.1% | Added |
| Citadel Advisors LLC | 692,115 | $1.61M | 0.00% | −7,642,360−91.7% | Reduced |
| First Trust Advisors LP | 693,794 | $1.61M | 0.00% | −131,789−16.0% | Reduced |
| Old Mission Capital LLC | 700,356 | $1.62M | 0.05% | +646,077+1,190.3% | Added |
| Oppenheimer Asset Management Inc. | 714,743 | $1.66M | 0.03% | +61,500+9.4% | Added |
| Susquehanna Fundamental Investments, LLC | 814,776 | $1.89M | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 820,392 | $1.90M | 0.01% | +3330.0% | Added |
| Cetera Advisor Networks LLC | 828,976 | $1.92M | 0.01% | +19,725+2.4% | Added |
| Integrated Wealth Concepts LLC | 830,936 | $1.93M | 0.04% | +830,936 | New |
| LPL Financial LLC | 907,003 | $2.10M | 0.00% | +331,258+57.5% | Added |
| Raymond James & Associates | 909,980 | $2.11M | 0.00% | +117,284+14.8% | Added |
| Credit Suisse AG | 926,560 | $2.16M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 939,563 | $2.18M | 0.00% | −6,440−0.7% | Reduced |
| Timber Creek Capital Management LLC | 963,953 | $2.24M | 0.80% | +366,382+61.3% | Added |
| Citigroup Inc | 985,891 | $2.29M | 0.00% | +54,382+5.8% | Added |
| Henry James International Management, Inc. | 1,011,770 | $2.35M | 0.99% | +161,933+19.1% | Added |
| Crossmark Global Holdings, Inc. | 1,017,417 | $2.36M | 0.06% | +799+0.1% | Added |
| Advisors Management Group Inc | 1,112,015 | $2.58M | 0.82% | −12,617−1.1% | Reduced |
| Price T Rowe Associates Inc | 1,196,277 | $2.78M | 0.00% | +79,376+7.1% | Added |
| Renaissance Technologies LLC | 1,230,700 | $2.85M | 0.00% | +598,100+94.5% | Added |
| Ethic Inc. | 1,232,617 | $2.86M | 0.12% | −19,707−1.6% | Reduced |
| Acadian Asset Management LLC | 1,256,716 | $2.91M | 0.01% | +27,663+2.3% | Added |
| Bank of Montreal | 1,339,489 | $3.21M | 0.00% | +1,272,409+1,896.9% | Added |
| UBS Group AG | 1,495,697 | $3.47M | 0.00% | −204,131−12.0% | Reduced |
| Franklin Resources Inc | 1,628,626 | $3.78M | 0.00% | −20,880−1.3% | Reduced |
| Ameriprise Financial Inc | 1,821,016 | $4.22M | 0.00% | +181,703+11.1% | Added |
| Natixis Advisors, L.P. | 1,928,727 | $4.47M | 0.02% | +247,054+14.7% | Added |
| Boston Common Asset Management, LLC | 1,968,993 | $4.57M | 0.10% | +183,631+10.3% | Added |
| Norges Bank | 2,000,000 | $4.64M | 0.00% | 00.0% | Unchanged |