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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 2,177,259 | $5.05M | 0.00% | −24,789−1.1% | Reduced |
| Bard Financial Services, Inc. | 2,285,270 | $5.30M | 0.42% | +36,140+1.6% | Added |
| CIBC World Markets Inc. | 2,353,354 | $5.46M | 0.02% | +1,062,950+82.4% | Added |
| First Eagle Investment Management, LLC | 2,676,142 | $6.21M | 0.02% | +498,144+22.9% | Added |
| Stamos Capital Partners, L.P. | 3,283,630 | $7.62M | 1.97% | +258,790+8.6% | Added |
| Envestnet Asset Management Inc | 3,342,347 | $7.75M | 0.00% | −368,890−9.9% | Reduced |
| Neuberger Berman Group LLC | 4,078,554 | $9.51M | 0.01% | +210,936+5.5% | Added |
| American Century Companies Inc | 4,107,442 | $9.53M | 0.01% | +504,184+14.0% | Added |
| Wells Fargo & Company | 4,371,712 | $10.1M | 0.00% | +213,729+5.1% | Added |
| Cowen Investment Management LLC | 4,421,183 | $10.3M | 2.68% | 00.0% | Unchanged |
| Janney Capital Management LLC | 5,316,297 | $12.3M | 0.93% | +365,792+7.4% | Added |
| Millennium Management LLC | 5,895,201 | $13.7M | 0.02% | −2,434,189−29.2% | Reduced |
| BlackRock Inc. | 5,932,799 | $13.8M | 0.00% | +1,090,666+22.5% | Added |
| Optiver Holding B.V. | 6,988,595 | $16.4M | 0.76% | +6,988,595 | New |
| Balyasny Asset Management LLC | 7,627,412 | $17.7M | 0.06% | +826,186+12.1% | Added |
| Bank of America Corp | 8,663,405 | $20.1M | 0.00% | +2,690,404+45.0% | Added |
| Northern Trust Corp | 10,777,644 | $25.0M | 0.00% | +284,896+2.7% | Added |
| Morningstar Investment Services LLC | 10,787,616 | $25.3M | 0.34% | +502,709+4.9% | Added |
| Dimensional Fund Advisors LP | 15,658,856 | $36.4M | 0.01% | +1,053,102+7.2% | Added |
| FMR LLC | 16,808,510 | $39.0M | 0.00% | +635,339+3.9% | Added |
| Arrowstreet Capital, Limited Partnership | 18,034,431 | $41.8M | 0.05% | −596,270−3.2% | Reduced |
| Morgan Stanley | 18,605,143 | $43.2M | 0.00% | +4,522,518+32.1% | Added |
| Goldman Sachs Group Inc | 20,777,373 | $48.2M | 0.01% | +1,239,015+6.3% | Added |
| Mondrian Investment Partners LTD | 26,795,456 | $62.2M | 1.37% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 26,817,298 | $62.2M | 0.01% | −4,343,476−13.9% | Reduced |
| Macquarie Group Ltd | 27,050,491 | $62.8M | 0.07% | +236,934+0.9% | Added |
| Jane Street Group, LLC | 27,932,545 | $64.8M | 0.11% | −7,147,250−20.4% | Reduced |
| CIBC Private Wealth Group, LLC | 15,091,643 | – | – | +1,228,489+8.9% | Added |
| Cerity Partners LLC | 159,545 | – | – | +29,905+23.1% | Added |
| Sofos Investments, Inc. | 2 | – | – | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −811,584−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −139,052−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −53,973−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −39,161−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −37,015−100.0% | Sold out |
| Tanager Wealth Management LLP | 0 | $0 | 0.00% | −27,575−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −26,021−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,585−100.0% | Sold out |
| Guardian Capital Advisors LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −16,093−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −14,575−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −11,388−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −10,653−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −10,193−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −10,237−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −10,152−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −3,507−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Semmax Financial Advisors Inc. | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Zeke Capital Advisors, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| CFO4Life, L.P. | – | – | – | – | Not filed |