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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 27,490 | $63.8K | 0.04% | +1,941+7.6% | Added |
| Bleakley Financial Group, LLC | 27,257 | $63.2K | 0.00% | +1,465+5.7% | Added |
| Sawtooth Solutions, LLC | 27,257 | $63.2K | 0.00% | +10,728+64.9% | Added |
| Moody National Bank Trust Division | 27,128 | $62.9K | 0.01% | −106−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 26,017 | $60.4K | 0.01% | −4,550−14.9% | Reduced |
| Gsa Capital Partners LLP | 25,817 | $60.0K | 0.01% | +25,817 | New |
| Tranquilli Financial Advisor LLC | 25,852 | $60.0K | 0.04% | −1,357−5.0% | Reduced |
| Breakwater Capital Group | 25,460 | $59.1K | 0.02% | +1,809+7.6% | Added |
| Rehmann Capital Advisory Group | 25,401 | $58.9K | 0.01% | +98+0.4% | Added |
| Lincoln National Corp | 25,062 | $58.1K | 0.00% | −5,179−17.1% | Reduced |
| Colonial Trust Co | 25,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 24,861 | $57.7K | 0.01% | +24,861 | New |
| Octavia Wealth Advisors, LLC | 24,714 | $57.3K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 24,556 | $57.0K | 0.01% | +490+2.0% | Added |
| Marino, Stram & Associates LLC | 24,503 | $56.8K | 0.02% | +4,678+23.6% | Added |
| Arkadios Wealth Advisors | 23,904 | $55.5K | 0.01% | −4,713−16.5% | Reduced |
| Stephens Inc | 23,550 | $54.6K | 0.00% | +23,550 | New |
| Wealthstream Advisors, Inc. | 23,315 | $54.1K | 0.03% | +1,417+6.5% | Added |
| Perigon Wealth Management, LLC | 22,294 | $51.7K | 0.00% | +2,007+9.9% | Added |
| Whittier Trust Co of Nevada Inc | 22,325 | $51.6K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 22,077 | $51.2K | 0.00% | +9,848+80.5% | Added |
| Peapack Gladstone Financial Corp | 22,001 | $51.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,666 | $50.3K | 0.00% | +3,378+18.5% | Added |
| Savant Capital, LLC | 21,559 | $50.0K | 0.00% | −188−0.9% | Reduced |
| Park Circle Co | 20,000 | $46.4K | 0.05% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 20,000 | $46.4K | 0.06% | +1,500+8.1% | Added |
| International Assets Investment Management, LLC | 19,794 | $45.9K | 0.01% | −2,743−12.2% | Reduced |
| New Republic Capital, LLC | 19,709 | $45.7K | 0.03% | +1,318+7.2% | Added |
| McDonald Partners LLC | 19,537 | $45.3K | 0.01% | −548−2.7% | Reduced |
| Proequities, Inc. | 19,015 | $44.1K | 0.00% | −3,348−15.0% | Reduced |
| West Family Investments, Inc. | 18,093 | $42.0K | 0.02% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 17,628 | $40.9K | 0.04% | +17,628 | New |
| Advisors Asset Management, Inc. | 17,207 | $39.9K | 0.00% | −60.0% | Reduced |
| Kestra Private Wealth Services, LLC | 16,451 | $38.2K | 0.00% | +16,451 | New |
| Claro Advisors LLC | 16,394 | $38.0K | 0.01% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 16,221 | $37.6K | 0.02% | +16,221 | New |
| National Bank of Canada | 15,881 | $37.0K | 0.00% | +1,000+6.7% | Added |
| Flputnam Investment Management Co | 15,870 | $36.8K | 0.00% | +15,870 | New |
| NEIRG Wealth Management, LLC | 15,121 | $35.1K | 0.01% | +2,150+16.6% | Added |
| Spire Wealth Management | 14,845 | $34.4K | 0.00% | +13,123+762.1% | Added |
| Centurion Wealth Management LLC | 14,844 | $34.4K | 0.02% | +2,036+15.9% | Added |
| Financial Network Wealth Management LLC | 14,840 | $34.4K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 14,608 | $33.9K | 0.00% | +3,660+33.4% | Added |
| Great Diamond Partners, LLC | 14,571 | $33.8K | 0.01% | +3,249+28.7% | Added |
| Sigma Planning Corp | 14,390 | $33.4K | 0.00% | +14,390 | 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 |
| StoneX Group Inc. | 13,970 | $32.4K | 0.00% | +13,970 | New |
| Zacks Investment Management | 13,892 | $32.2K | 0.00% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 13,748 | $31.9K | 0.02% | −39−0.3% | Reduced |
| Capital Investment Advisory Services, LLC | 13,500 | $31.3K | 0.00% | 00.0% | Unchanged |
| David Loasby | 12,648 | $30.2K | 0.00% | −477−3.6% | Reduced |
| Straight Path Wealth Management | 13,013 | $30.2K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 12,960 | $30.1K | 0.00% | −4,378−25.3% | Reduced |
| Bank Hapoalim BM | 13,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 12,869 | $29.9K | 0.01% | +1,241+10.7% | Added |
| RMR Wealth Builders | 12,700 | $29.5K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,999 | $29.2K | 0.01% | +499+4.0% | Added |
| Latitude Advisors, LLC | 12,578 | $29.2K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 12,443 | $28.9K | 0.00% | +1,617+14.9% | Added |
| Ascent Group, LLC | 12,141 | $28.2K | 0.00% | +12,141 | New |
| FMB Wealth Management | 11,978 | $27.8K | 0.03% | −40.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 11,805 | $27.4K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 11,583 | $26.9K | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 11,500 | $26.7K | 0.00% | −5,000−30.3% | Reduced |
| Corundum Group, Inc. | 11,459 | $26.6K | 0.01% | +30.0% | Added |
| Pacifica Partners Inc. | 11,175 | $26.5K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 11,407 | $26.5K | 0.01% | −1,996−14.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 11,208 | $26.0K | 0.00% | +863+8.3% | Added |
| Stratos Wealth Partners, LTD. | 11,108 | $25.8K | 0.00% | −411−3.6% | Reduced |
| Waldron Private Wealth LLC | 10,972 | $25.5K | 0.00% | +10,972 | New |
| Hoxton Planning & Management, LLC | 10,657 | $24.7K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,514 | $24.4K | 0.00% | +10,514 | New |
| Blue Investment Partners LLC | 10,474 | $24.3K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 10,357 | $24.0K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 10,228 | $23.7K | 0.01% | +10,228 | New |
| Ieq Capital, LLC | 10,176 | $23.6K | 0.00% | −29,614−74.4% | Reduced |
| 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 |
| Tucker Asset Management LLC | 9,800 | $22.7K | 0.01% | +9,800 | New |
| First Manhattan Co | 9,229 | $21.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9,081 | $21.1K | 0.00% | −102−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 7,974 | $20.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8,792 | $20.4K | 0.00% | +210+2.4% | Added |
| Bokf, NA | 8,078 | $18.7K | 0.00% | −34,874−81.2% | Reduced |
| SRS Capital Advisors, Inc. | 7,062 | $16.4K | 0.00% | +7,062 | New |
| Financial Management Professionals, Inc. | 5,682 | $13.0K | 0.00% | +5,682 | New |
| EverSource Wealth Advisors, LLC | 5,126 | $11.9K | 0.00% | −1,755−25.5% | Reduced |
| Parkside Financial Bank & Trust | 5,000 | $11.6K | 0.00% | +5,000 | New |
| BDO Wealth Advisors, LLC | 4,946 | $11.5K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,605 | $10.7K | 0.00% | +4,605 | New |
| Group One Trading, L.P. | 4,512 | $10.5K | 0.00% | −6,107−57.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,338 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,432 | $7.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,293 | $7.64K | 0.00% | +428+14.9% | Added |
| HHM Wealth Advisors, LLC | 3,233 | $7.50K | 0.00% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 11,517 | $7.28K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 3,131 | $7.26K | 0.00% | −1,127−26.5% | Reduced |
| Raffa Wealth Management, LLC | 2,712 | $6.29K | 0.00% | 00.0% | Unchanged |