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, Q2 2023
Institutional positions in Lloyds Banking Group plc as of Jun 30, 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
- 342
- +12 vs. Q1 2023
- Shares held
- 349.6M
- −14.3M (−3.9%) vs. Q1 2023
- Total value
- $769.2M
- −$40.5M (−5.0%) vs. Q1 2023
- New holders
- 45
- 140 more added
- Sold out
- 33
- 101 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | 26,795,456 | $59.0M | 1.18% | 00.0% | Unchanged |
| Macquarie Group Ltd | 26,573,111 | $58.5M | 0.07% | −477,380−1.8% | Reduced |
| JPMorgan Chase & Co | 23,074,795 | $50.8M | 0.01% | −3,742,503−14.0% | Reduced |
| Goldman Sachs Group Inc | 20,305,243 | $44.7M | 0.01% | −472,130−2.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 19,775,547 | $43.5M | 0.05% | +1,741,116+9.7% | Added |
| Morgan Stanley | 19,370,734 | $42.6M | 0.00% | +765,591+4.1% | Added |
| Dimensional Fund Advisors LP | 17,929,683 | $39.4M | 0.01% | +2,270,827+14.5% | Added |
| FMR LLC | 16,630,806 | $36.6M | 0.00% | −177,704−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 11,507,230 | $25.3M | 0.06% | −3,584,413−23.8% | Reduced |
| Morningstar Investment Services LLC | 10,811,269 | $23.0M | 0.30% | +23,653+0.2% | Added |
| Northern Trust Corp | 9,953,562 | $21.9M | 0.00% | −824,082−7.6% | Reduced |
| Millennium Management LLC | 9,861,953 | $21.7M | 0.02% | +3,966,752+67.3% | Added |
| Bank of America Corp | 7,861,787 | $17.3M | 0.00% | −801,618−9.3% | Reduced |
| Optiver Holding B.V. | 6,439,799 | $14.3M | 0.41% | −548,796−7.9% | Reduced |
| Jane Street Group, LLC | 6,152,246 | $13.5M | 0.02% | −21,780,299−78.0% | Reduced |
| BlackRock Inc. | 5,496,429 | $12.1M | 0.00% | −436,370−7.4% | Reduced |
| Crossmark Global Holdings, Inc. | 5,242,880 | $12.0M | 0.26% | +4,225,463+415.3% | Added |
| Janney Capital Management LLC | 5,301,345 | $11.7M | 0.81% | −14,952−0.3% | Reduced |
| Citadel Advisors LLC | 4,867,673 | $10.7M | 0.01% | +4,175,558+603.3% | Added |
| Natixis Advisors, L.P. | 4,546,636 | $10.0M | 0.03% | +2,617,909+135.7% | Added |
| Cowen Investment Management LLC | 4,421,183 | $9.73M | 5.85% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,374,083 | $9.62M | 0.00% | +2,371+0.1% | Added |
| Stamos Capital Partners, L.P. | 4,282,360 | $9.42M | 2.20% | +998,730+30.4% | Added |
| Envestnet Asset Management Inc | 4,071,446 | $8.96M | 0.00% | +729,099+21.8% | Added |
| American Century Companies Inc | 3,758,069 | $8.27M | 0.01% | −349,373−8.5% | Reduced |
| First Eagle Investment Management, LLC | 3,140,016 | $6.91M | 0.02% | +463,874+17.3% | Added |
| CIBC World Markets Inc. | 2,773,240 | $6.10M | 0.02% | +419,886+17.8% | Added |
| Neuberger Berman Group LLC | 2,669,881 | $5.84M | 0.01% | −1,408,673−34.5% | Reduced |
| Bank of Montreal | 2,329,126 | $5.29M | 0.00% | +989,637+73.9% | Added |
| Bard Financial Services, Inc. | 2,341,570 | $5.15M | 0.40% | +56,300+2.5% | Added |
| Ameriprise Financial Inc | 2,193,146 | $4.82M | 0.00% | +372,130+20.4% | Added |
| The PNC Financial Services Group, Inc. | 2,125,801 | $4.68M | 0.00% | −51,458−2.4% | Reduced |
| Norges Bank | 2,000,000 | $4.40M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 1,959,262 | $4.31M | 0.00% | +1,049,282+115.3% | Added |
| UBS Group AG | 1,873,859 | $4.12M | 0.00% | +378,162+25.3% | Added |
| Franklin Resources Inc | 1,655,934 | $3.64M | 0.00% | +27,308+1.7% | Added |
| Renaissance Technologies LLC | 1,577,900 | $3.47M | 0.01% | +347,200+28.2% | Added |
| HRT Financial LP | 1,367,192 | $3.01M | 0.03% | +1,179,531+628.5% | Added |
| Boston Common Asset Management, LLC | 1,350,500 | $2.97M | 0.06% | −618,493−31.4% | Reduced |
| Price T Rowe Associates Inc | 1,270,616 | $2.80M | 0.00% | +74,339+6.2% | Added |
| Ethic Inc. | 1,254,415 | $2.76M | 0.10% | +21,798+1.8% | Added |
| Old Mission Capital LLC | 1,240,963 | $2.73M | 0.10% | +540,607+77.2% | Added |
| Advisors Management Group Inc | 1,098,519 | $2.42M | 0.72% | −13,496−1.2% | Reduced |
| Citigroup Inc | 1,073,087 | $2.36M | 0.00% | +87,196+8.8% | Added |
| Timber Creek Capital Management LLC | 1,047,062 | $2.30M | 0.79% | +83,109+8.6% | Added |
| Commonwealth Equity Services, LLC | 977,834 | $2.15M | 0.00% | +38,271+4.1% | Added |
| LPL Financial LLC | 945,460 | $2.08M | 0.00% | +38,457+4.2% | Added |
| Henry James International Management, Inc. | 936,173 | $2.06M | 0.89% | −75,597−7.5% | Reduced |
| Cetera Advisor Networks LLC | 871,796 | $1.92M | 0.01% | +42,820+5.2% | Added |
| Rockefeller Capital Management L.P. | 826,060 | $1.82M | 0.01% | +5,668+0.7% | Added |
| Integrated Wealth Concepts LLC | 821,308 | $1.81M | 0.03% | −9,628−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 783,948 | $1.72M | 0.02% | +723,333+1,193.3% | Added |
| DRW Securities, LLC | 744,220 | $1.64M | 0.13% | +138,630+22.9% | Added |
| MML Investors Services, LLC | 721,073 | $1.59M | 0.01% | +259,893+56.4% | Added |
| Oppenheimer Asset Management Inc. | 718,795 | $1.58M | 0.02% | +4,052+0.6% | Added |
| Two Sigma Investments, LP | 684,297 | $1.51M | 0.00% | +125,000+22.3% | Added |
| SEI Investments Co | 677,644 | $1.49M | 0.00% | −3,396−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 637,826 | $1.40M | 0.05% | −17,740−2.7% | Reduced |
| Bank of New York Mellon Corp | 635,367 | $1.40M | 0.00% | −40,575−6.0% | Reduced |
| Private Advisor Group, LLC | 607,765 | $1.39M | 0.01% | +152,158+33.4% | Added |
| First Trust Advisors LP | 622,582 | $1.37M | 0.00% | −71,212−10.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 573,924 | $1.26M | 0.00% | +17,599+3.2% | Added |
| Mariner, LLC | 569,771 | $1.25M | 0.00% | +137,651+31.9% | Added |
| Advisor Group Holdings, Inc. | 492,106 | $1.08M | 0.00% | +26,235+5.6% | Added |
| HighTower Advisors, LLC | 468,720 | $1.04M | 0.00% | +341,625+268.8% | Added |
| Stifel Financial Corp | 462,393 | $1.02M | 0.00% | +363,812+369.0% | Added |
| NewEdge Wealth, LLC | 426,951 | $939.3K | 0.03% | −10,227−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 391,705 | $861.8K | 0.01% | +101,563+35.0% | Added |
| Veriti Management LLC | 387,880 | $853.3K | 0.10% | −810−0.2% | Reduced |
| Massachusetts Financial Services Co | 379,422 | $834.7K | 0.00% | +379,422 | New |
| Balyasny Asset Management LLC | 378,848 | $833.5K | 0.00% | −7,248,564−95.0% | Reduced |
| Creative Planning | 377,350 | $830.2K | 0.00% | +47,453+14.4% | Added |
| Mercer Global Advisors Inc | 374,270 | $823.0K | 0.00% | +26,089+7.5% | Added |
| Royal Bank of Canada | 369,543 | $814.0K | 0.00% | −9,564−2.5% | Reduced |
| Susquehanna International Securities, Ltd. | 345,980 | $761.2K | 0.71% | +345,980 | New |
| Global Retirement Partners, LLC | 344,264 | $757.4K | 0.04% | +30,972+9.9% | Added |
| JustInvest LLC | 340,156 | $748.3K | 0.02% | +45,987+15.6% | Added |
| Invesco Ltd. | 324,903 | $714.8K | 0.00% | +87,275+36.7% | Added |
| US Bancorp | 294,656 | $648.2K | 0.00% | −3,878−1.3% | Reduced |
| Intrust Bank NA | 284,549 | $626.0K | 0.08% | +12,189+4.5% | Added |
| Yousif Capital Management, LLC | 272,942 | $600.5K | 0.01% | −13,620−4.8% | Reduced |
| Squarepoint Ops LLC | 266,389 | $586.1K | 0.00% | −100,208−27.3% | Reduced |
| Advisor Partners II, LLC | 245,276 | $539.6K | 0.03% | −30,763−11.1% | Reduced |
| Marshall Wace, LLP | 232,318 | $511.1K | 0.00% | +232,318 | New |
| Cetera Advisors LLC | 230,880 | $507.9K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 229,903 | $505.8K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 229,420 | $504.7K | 0.00% | +13,205+6.1% | Added |
| Wetherby Asset Management Inc | 225,094 | $495.2K | 0.03% | −8,582−3.7% | Reduced |
| Truist Financial Corp | 224,483 | $493.9K | 0.00% | +7,728+3.6% | Added |
| Eqis Capital Management, Inc. | 223,937 | $492.7K | 0.06% | −20,647−8.4% | Reduced |
| Naviter Wealth, LLC | 223,309 | $491.3K | 0.12% | +25,441+12.9% | Added |
| Brinker Capital Investments, LLC | 222,466 | $489.4K | 0.01% | +114,042+105.2% | Added |
| Orion Portfolio Solutions, LLC | 222,466 | $489.4K | 0.01% | +114,042+105.2% | Added |
| Jump Financial, LLC | 216,301 | $475.9K | 0.02% | +175,831+434.5% | Added |
| Janney Montgomery Scott LLC | 210,257 | $463.0K | 0.00% | −9,263−4.2% | Reduced |
| Qube Research & Technologies Ltd | 204,998 | $451.0K | 0.00% | −236,086−53.5% | Reduced |
| Ellevest, Inc. | 202,333 | $445.1K | 0.03% | +2,225+1.1% | Added |
| Edge Wealth Management LLC | 200,000 | $440.0K | 0.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 192,865 | $424.3K | 0.00% | +54,666+39.6% | Added |
| Legacy Wealth Asset Management, LLC | 184,611 | $406.1K | 0.14% | +1,182+0.6% | Added |