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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
RFP Financial Group LLC2,450$5.68K0.01%00.0%Unchanged
Zions Bancorporation, N.A.2,296$5.33K0.00%−2,545−52.6%Reduced
Investors Research Corp2,135$4.95K0.00%00.0%Unchanged
Belpointe Asset Management LLC2,078$4.82K0.00%−6,598−76.0%Reduced
Barclays PLC2,050$4.76K0.00%00.0%Unchanged
GWM Advisors LLC1,996$4.63K0.00%−9,308−82.3%Reduced
Fifth Third Bancorp1,984$4.60K0.00%+1,116+128.6%Added
TD Private Client Wealth LLC1,718$3.99K0.00%+1,241+260.2%Added
Column Capital Advisors, LLC1,547$3.59K0.00%00.0%Unchanged
Schubert & Co1,532$3.56K0.00%+1,236+417.6%Added
HighMark Wealth Management LLC1,510$3.50K0.00%00.0%Unchanged
Bellevue Asset Management, LLC1,479$3.43K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,313$3.00K0.00%−5,489−80.7%Reduced
Grove Bank & Trust1,000$2.32K0.00%00.0%Unchanged
Old North State Trust, LLC668$2.00K0.00%00.0%Unchanged
Umb Bank N A718$1.67K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC599$1.41K0.00%+599New
Financial Synergies Wealth Advisors, Inc.533$1.24K0.00%00.0%Unchanged
Bell Investment Advisors, Inc471$1.09K0.00%00.0%Unchanged
Farther Finance Advisors, LLC468$1.09K0.00%00.0%Unchanged
Antonetti Capital Management LLC454$1.05K0.00%00.0%Unchanged
Hantz Financial Services, Inc.474$1.00K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP415$9630.00%+415New
Norwood Financial Corp205$4730.00%00.0%Unchanged
Russell Investments Group, Ltd.202$4690.00%+202New
WealthPLAN Partners, LLC168$3900.00%+168New
Huntington National Bank1$20.00%−9,501−100.0%Reduced
CIBC Private Wealth Group, LLC15,091,643––+1,228,489+8.9%Added
Cerity Partners LLC159,545––+29,905+23.1%Added
Sofos Investments, Inc.2––00.0%Unchanged
Silvercrest Asset Management Group LLC0$00.00%−811,584−100.0%Sold out
XY Capital Ltd0$00.00%−139,052−100.0%Sold out
King Luther Capital Management Corp0$00.00%−65,000−100.0%Sold out
Simplex Trading, LLC0$00.00%−53,973−100.0%Sold out
Centiva Capital, LP0$00.00%−39,161−100.0%Sold out
Park Avenue Securities LLC0$00.00%−37,015−100.0%Sold out
Tanager Wealth Management LLP0$00.00%−27,575−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−26,021−100.0%Sold out
Virtu Financial LLC0$00.00%−22,585−100.0%Sold out
Guardian Capital Advisors LP0$00.00%−15,000−100.0%Sold out
IFG Advisory, LLC0$00.00%−16,093−100.0%Sold out
BCJ Capital Management, LLC0$00.00%−14,575−100.0%Sold out
Bulltick Wealth Management, LLC0$00.00%−11,700−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−11,388−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−10,653−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−10,193−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−10,237−100.0%Sold out
O'Dell Group, LLC0$00.00%−10,152−100.0%Sold out
RWM Asset Management, LLC0$00.00%−3,507−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,997−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−825−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−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