Skip to main content
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
Voya Financial Advisors, Inc.164,776$388.9K0.05%−45,809−21.8%Reduced
Anchor Investment Management, LLC162,500$377.0K0.05%00.0%Unchanged
Eagle Asset Management Inc158,229$367.0K0.00%+794+0.5%Added
Gallacher Capital Management LLC147,381$341.9K0.21%+14,825+11.2%Added
Pinnacle Associates Ltd145,605$337.8K0.01%+145,605New
Charles Schwab Investment Management Inc138,199$320.6K0.00%+66,927+93.9%Added
Cable Hill Partners, LLC132,573$307.6K0.05%+13,470+11.3%Added
Pacer Advisors, Inc.130,581$302.9K0.00%+4,212+3.3%Added
HighTower Advisors, LLC127,095$294.0K0.00%−3,723−2.8%Reduced
Two Sigma Securities, LLC122,001$283.0K0.02%+101,999+509.9%Added
Patriot Financial Group Insurance Agency, LLC118,733$275.5K0.06%+15,205+14.7%Added
We Are One Seven, LLC114,029$264.5K0.02%+11,325+11.0%Added
Vanguard Capital Wealth Advisors112,837$261.8K0.26%+49,063+76.9%Added
CAPROCK Group, Inc.112,069$260.0K0.02%+112,069New
Brinker Capital Investments, LLC108,424$251.5K0.00%+2,094+2.0%Added
Orion Portfolio Solutions, LLC108,424$251.5K0.00%+108,424New
Foster Victor Wealth Advisors, LLC104,840$247.4K0.03%+359+0.3%Added
Knights of Columbus Asset Advisors LLC103,300$239.7K0.02%+2,341+2.3%Added
Quadrant Capital Group LLC101,686$235.9K0.02%+7,027+7.4%Added
Continuum Advisory, LLC100,861$234.0K0.04%+2,220+2.3%Added
Forum Financial Management, LP99,195$230.1K0.01%−20,374−17.0%Reduced
Stifel Financial Corp98,581$228.7K0.00%+62,281+171.6%Added
Ritholtz Wealth Management96,658$224.2K0.01%−6,980−6.7%Reduced
Evergreen Capital Management LLC96,194$223.2K0.01%+8,468+9.7%Added
CI Private Wealth, LLC93,702$217.4K0.00%+17,355+22.7%Added
Cambridge Investment Research Advisors, Inc.88,375$205.0K0.00%−22,762−20.5%Reduced
Ronald Blue Trust, Inc.92,780$204.0K0.00%+43,953+90.0%Added
Cypress Wealth Services, LLC87,916$204.0K0.06%+1,112+1.3%Added
Advisory Services Network, LLC87,891$203.9K0.01%+4,744+5.7%Added
Marcum Wealth, LLC81,979$190.2K0.02%+13,425+19.6%Added
Vident Investment Advisory, LLC81,679$189.5K0.01%+29,142+55.5%Added
Synovus Financial Corp81,365$188.8K0.00%00.0%Unchanged
Captrust Financial Advisors81,293$188.6K0.00%+15,981+24.5%Added
HSBC Holdings PLC79,097$183.5K0.00%+79,097New
Aspen Grove Capital, LLC78,432$182.0K0.08%+6,920+9.7%Added
Scotia Capital Inc.78,269$181.6K0.00%00.0%Unchanged
Cetera Investment Advisers77,039$178.7K0.00%+1,351+1.8%Added
Sequoia Financial Advisors, LLC76,804$178.2K0.00%+16,045+26.4%Added
Alliance Wealth Advisors, LLC76,437$177.3K0.13%−2,374−3.0%Reduced
Single Point Partners, LLC75,622$175.0K0.04%00.0%Unchanged
Gitterman Wealth Management, LLC72,544$168.3K0.08%+1,735+2.5%Added
Cidel Asset Management Inc71,029$164.8K0.01%00.0%Unchanged
Independent Advisor Alliance69,902$162.2K0.01%+1,312+1.9%Added
CarsonAllaria Wealth Management, Ltd.68,124$158.0K0.13%−640−0.9%Reduced
Pathstone Family Office, LLC64,592$149.9K0.00%−50,263−43.8%Reduced
Buckingham Strategic Wealth, LLC66,757$146.9K0.00%00.0%Unchanged
Dorsey & Whitney Trust CO LLC61,469$142.6K0.01%+14,440+30.7%Added
Cubist Systematic Strategies, LLC60,615$140.6K0.00%−466,551−88.5%Reduced
Toronto Dominion Bank58,871$137.0K0.00%+10,000+20.5%Added
Cottonwood Capital Advisors, LLC58,883$136.6K0.13%+3,889+7.1%Added
Clarius Group, LLC58,359$135.4K0.01%+40,892+234.1%Added
State Street Corp56,854$131.9K0.00%00.0%Unchanged
Capital Asset Advisory Services LLC56,185$130.3K0.01%−5,233−8.5%Reduced
Koss-Olinger Consulting, LLC55,916$130.0K0.02%+55,916New
Bayesian Capital Management, LP53,700$124.6K0.02%+400+0.8%Added
Federation des caisses Desjardins du Quebec52,300$121.3K0.00%+34,000+185.8%Added
Earnest Partners LLC52,224$121.2K0.00%00.0%Unchanged
Schechter Investment Advisors, LLC51,987$120.6K0.01%+3,779+7.8%Added
Boston Private Wealth LLC51,367$119.2K0.00%+2,281+4.6%Added
Prudent Man Advisors, LLC51,017$118.0K0.05%00.0%Unchanged
Fort Point Capital Partners LLC50,000$116.0K0.02%00.0%Unchanged
Checchi Capital Advisers, LLC49,903$115.8K0.01%−1,043−2.0%Reduced
Brown Brothers Harriman & Co49,750$115.4K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd49,697$115.0K0.01%+14,368+40.7%Added
BSW Wealth Partners48,996$113.7K0.02%−16,783−25.5%Reduced
Cape Investment Advisory, Inc.48,951$113.6K0.07%+48,951New
Lake Street Advisors Group, LLC48,808$113.0K0.01%−40.0%Reduced
Prudential Financial Inc48,184$111.8K0.00%+679+1.4%Added
Northwestern Mutual Wealth Management Co47,903$111.1K0.00%+9,333+24.2%Added
M&T Bank Corp47,061$109.1K0.00%−5,575−10.6%Reduced
Virtue Capital Management, LLC45,345$108.8K0.02%+45,345New
Palladiem, LLC46,195$107.2K0.11%00.0%Unchanged
Summit X, LLC45,677$106.0K0.03%+6,663+17.1%Added
First Affirmative Financial Network45,658$105.9K0.12%+25,225+123.5%Added
CFO4Life Group, LLC45,493$105.5K0.02%+9,584+26.7%Added
Enterprise Financial Services Corp44,725$103.8K0.07%−703−1.5%Reduced
Ballentine Partners, LLC41,584$96.5K0.00%00.0%Unchanged
Holistic Financial Partners41,486$96.2K0.08%−228−0.5%Reduced
Jump Financial, LLC40,470$93.9K0.00%+14,932+58.5%Added
Platform Technology Partners40,270$93.4K0.05%00.0%Unchanged
ProVise Management Group, LLC39,923$92.6K0.01%−4,000−9.1%Reduced
Kestra Advisory Services, LLC38,160$88.5K0.00%−23,463−38.1%Reduced
Legacy Financial Advisors, Inc.37,892$87.9K0.02%+3,082+8.9%Added
Optas, LLC37,672$87.4K0.03%−3,862−9.3%Reduced
Avantax Advisory Services, Inc.36,317$84.3K0.00%−5,478−13.1%Reduced
Glenmede Trust Co NA35,641$82.7K0.00%+14,113+65.6%Added
Brookstone Capital Management32,596$77.6K0.00%+1,494+4.8%Added
Raymond James Trust N.A.32,867$76.0K0.00%+265+0.8%Added
Apollon Wealth Management, LLC32,440$75.3K0.00%+333+1.0%Added
Lindbrook Capital, LLC32,061$74.4K0.01%+3,132+10.8%Added
Valeo Financial Advisors, LLC31,592$73.3K0.00%+700+2.3%Added
Sage Rhino Capital LLC31,167$72.3K0.02%+2,985+10.6%Added
Werba Rubin Papier Wealth Management30,902$71.7K0.03%00.0%Unchanged
PDS Planning, Inc30,365$70.4K0.01%+12,684+71.7%Added
Haverford Trust Co30,072$69.8K0.00%+30,072New
Chicago Capital, LLC30,000$69.6K0.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC30,000$69.6K0.00%00.0%Unchanged
Five Oceans Advisors29,106$67.5K0.04%00.0%Unchanged
Beacon Pointe Advisors, LLC28,702$66.6K0.00%+4,652+19.3%Added
Drive Wealth Management, LLC28,427$66.0K0.03%−361−1.3%Reduced