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 |
|---|---|---|---|---|---|
| Intrepid Capital Management Inc | 34 | $75 | 0.00% | +34 | New |
| Rosenberg Matthew Hamilton | 44 | $97 | 0.00% | +44 | New |
| Creative Financial Designs Inc | 100 | $220 | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 110 | $242 | 0.00% | +110 | New |
| Fairfield, Bush & Co. | 134 | $294 | 0.00% | +134 | New |
| WealthPLAN Partners, LLC | 168 | $370 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $432 | 0.00% | +200 | New |
| Norwood Financial Corp | 205 | $451 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 249 | $548 | 0.00% | −222−47.1% | Reduced |
| Abound Wealth Management | 251 | $553 | 0.00% | +251 | New |
| Allworth Financial LP | 291 | $641 | 0.00% | +291 | New |
| Hexagon Capital Partners LLC | 375 | $825 | 0.00% | −3,057−89.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 450 | $990 | 0.00% | −83−15.6% | Reduced |
| Antonetti Capital Management LLC | 454 | $999 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 468 | $1.03K | 0.00% | 00.0% | Unchanged |
| Motco | 498 | $1.10K | 0.00% | +498 | New |
| Bellevue Asset Management, LLC | 630 | $1.39K | 0.00% | −849−57.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 967 | $2.13K | 0.00% | +967 | New |
| HighMark Wealth Management LLC | 1,036 | $2.28K | 0.00% | −474−31.4% | Reduced |
| Parkside Financial Bank & Trust | 1,059 | $2.33K | 0.00% | −3,941−78.8% | Reduced |
| Huntington National Bank | 1,103 | $2.43K | 0.00% | +1,102+110,200.0% | Added |
| Column Capital Advisors, LLC | 1,547 | $3.40K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,667 | $3.67K | 0.00% | −629−27.4% | Reduced |
| GW&K Investment Management, LLC | 1,677 | $4.00K | 0.00% | +1,677 | New |
| Russell Investments Group, Ltd. | 1,875 | $4.13K | 0.00% | +1,673+828.2% | Added |
| Investors Research Corp | 2,135 | $4.70K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,450 | $5.39K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,604 | $5.60K | 0.00% | +2,604 | New |
| TD Private Client Wealth LLC | 2,638 | $5.80K | 0.00% | +920+53.6% | Added |
| Raffa Wealth Management, LLC | 2,712 | $5.97K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,168 | $6.00K | 0.00% | +3,168 | New |
| Bollard Group LLC | 2,637 | $6.00K | 0.00% | +2,637 | New |
| HHM Wealth Advisors, LLC | 2,877 | $6.33K | 0.00% | −356−11.0% | Reduced |
| Private Trust Co NA | 3,131 | $6.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,217 | $7.08K | 0.00% | −76−2.3% | Reduced |
| Financial Management Professionals, Inc. | 3,631 | $8.00K | 0.00% | −2,051−36.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,338 | $9.54K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,946 | $10.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,307 | $11.7K | 0.00% | +5,307 | New |
| EverSource Wealth Advisors, LLC | 5,643 | $12.4K | 0.00% | +517+10.1% | Added |
| Fifth Third Bancorp | 6,580 | $14.5K | 0.00% | +4,596+231.7% | Added |
| TD Waterhouse Canada Inc. | 7,974 | $19.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 8,998 | $19.8K | 0.00% | +8,280+1,153.2% | Added |
| First Manhattan Co | 9,229 | $20.3K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9,328 | $20.5K | 0.01% | −472−4.8% | Reduced |
| Glassman Wealth Services | 9,435 | $20.8K | 0.00% | +643+7.3% | Added |
| Thrivent Financial for Lutherans | 10,072 | $21.0K | 0.00% | +10,072 | New |
| SRS Capital Advisors, Inc. | 9,891 | $21.8K | 0.00% | +2,829+40.1% | Added |
| GM Advisory Group, Inc. | 10,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| SFE Investment Counsel | 10,000 | $22.0K | 0.01% | +10,000 | New |
| SageView Advisory Group, LLC | 10,101 | $22.2K | 0.00% | +10,101 | New |
| First Horizon Advisors, Inc. | 10,213 | $22.5K | 0.00% | +1,132+12.5% | Added |
| Boltwood Capital Management | 10,228 | $22.5K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 10,357 | $22.8K | 0.01% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 10,372 | $22.8K | 0.02% | −102,465−90.8% | Reduced |
| Blue Investment Partners LLC | 10,474 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 10,657 | $23.4K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 10,919 | $24.0K | 0.00% | +10,919 | New |
| Pacifica Partners Inc. | 11,175 | $24.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 11,251 | $25.0K | 0.00% | +11,251 | New |
| Cedar Brook Financial Partners, LLC | 11,449 | $25.2K | 0.01% | −1,420−11.0% | Reduced |
| Corundum Group, Inc. | 11,459 | $25.2K | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 11,500 | $25.3K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 11,716 | $25.8K | 0.00% | −727−5.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 11,805 | $26.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,923 | $26.2K | 0.00% | +11,923 | New |
| Focused Wealth Management, Inc | 11,963 | $26.3K | 0.00% | +380+3.3% | Added |
| FMB Wealth Management | 11,975 | $26.3K | 0.03% | −30.0% | Reduced |
| Fortune Financial Advisors, LLC | 12,083 | $26.6K | 0.02% | +12,083 | New |
| Concord Wealth Partners | 12,515 | $27.5K | 0.01% | +1,108+9.7% | Added |
| Latitude Advisors, LLC | 12,578 | $27.7K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 12,700 | $27.9K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 13,039 | $28.0K | 0.01% | +3,039+30.4% | Added |
| Avenue 1 Advisors, LLC | 12,866 | $28.3K | 0.01% | −882−6.4% | Reduced |
| Fisher Asset Management, LLC | 13,066 | $28.7K | 0.00% | +106+0.8% | Added |
| CWM, LLC | 13,042 | $29.0K | 0.00% | −1,133−8.0% | Reduced |
| Bank Hapoalim BM | 13,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,391 | $29.5K | 0.00% | +2,283+20.6% | Added |
| Capital Investment Advisory Services, LLC | 13,500 | $29.7K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,614 | $29.9K | 0.00% | +13,614 | New |
| Change Path, LLC | 13,739 | $30.0K | 0.00% | −478−3.4% | Reduced |
| David Loasby | 13,876 | $30.4K | 0.00% | +1,228+9.7% | Added |
| Zacks Investment Management | 13,902 | $30.6K | 0.00% | +10+0.1% | Added |
| Ieq Capital, LLC | 13,941 | $30.7K | 0.00% | +3,765+37.0% | Added |
| Summit Trail Advisors, LLC | 14,022 | $30.8K | 0.00% | +14,022 | New |
| Eagle Bay Advisors LLC | 14,778 | $32.5K | 0.02% | +14,778 | New |
| National Bank of Canada | 14,881 | $32.6K | 0.00% | −1,000−6.3% | Reduced |
| Greenleaf Trust | 14,890 | $32.8K | 0.00% | +14,890 | New |
| Financial Network Wealth Management LLC | 14,840 | $33.0K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 15,765 | $34.7K | 0.00% | +15,765 | New |
| Dynamic Technology Lab Private Ltd | 16,039 | $35.0K | 0.00% | −33,658−67.7% | Reduced |
| BCJ Capital Management, LLC | 16,276 | $35.8K | 0.00% | +16,276 | New |
| Beverly Hills Private Wealth, LLC | 17,038 | $36.6K | 0.01% | +17,038 | New |
| Advisors Asset Management, Inc. | 16,915 | $37.2K | 0.00% | −292−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 16,949 | $37.3K | 0.00% | +498+3.0% | Added |
| Proequities, Inc. | 17,231 | $37.9K | 0.00% | −1,784−9.4% | Reduced |
| Barclays PLC | 17,517 | $38.5K | 0.00% | +15,467+754.5% | Added |
| Nemes Rush Group LLC | 17,679 | $38.9K | 0.01% | +17,679 | New |
| West Family Investments, Inc. | 18,093 | $39.8K | 0.02% | 00.0% | Unchanged |