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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, 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.

Institutional holdersQ2 2023: 342 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 heldQ2 2023: $769.2M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q1 2023.

Institutions holding LYG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
NEIRG Wealth Management, LLC18,311$40.3K0.01%+3,190+21.1%Added
McDonald Partners LLC18,348$40.4K0.01%−1,189−6.1%Reduced
International Assets Investment Management, LLC18,630$41.0K0.01%−1,164−5.9%Reduced
Moody National Bank Trust Division19,492$42.9K0.00%−7,636−28.1%Reduced
Centurion Wealth Management LLC19,514$42.9K0.02%+4,670+31.5%Added
Spire Wealth Management19,515$42.9K0.00%+4,670+31.5%Added
Seven Mile Advisory19,587$43.1K0.05%+19,587New
Savant Capital, LLC19,960$43.9K0.00%−1,599−7.4%Reduced
Park Circle Co20,000$44.0K0.04%00.0%Unchanged
Great Diamond Partners, LLC20,877$45.9K0.01%+6,306+43.3%Added
Peapack Gladstone Financial Corp22,001$48.0K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc22,325$49.1K0.00%00.0%Unchanged
New Republic Capital, LLC22,913$50.4K0.04%+3,204+16.3%Added
Sage Mountain Advisors LLC23,228$51.1K0.01%−1,633−6.6%Reduced
Pitcairn Co23,266$51.2K0.00%+1,189+5.4%Added
Beacon Pointe Advisors, LLC24,479$53.9K0.00%−4,223−14.7%Reduced
Marino, Stram & Associates LLC24,503$53.9K0.02%00.0%Unchanged
Octavia Wealth Advisors, LLC24,714$54.4K0.01%00.0%Unchanged
Colonial Trust Co25,000$55.0K0.01%00.0%Unchanged
Breakwater Capital Group25,460$56.0K0.02%00.0%Unchanged
Arkadios Wealth Advisors25,554$56.2K0.01%+1,650+6.9%Added
Copperleaf Capital, LLC25,593$56.3K0.05%+7,965+45.2%Added
Perigon Wealth Management, LLC26,006$57.2K0.00%+3,712+16.7%Added
Personal Cfo Solutions, LLC26,017$57.2K0.01%00.0%Unchanged
Crumly & Associates Inc.26,306$57.9K0.02%+26,306New
Parallel Advisors, LLC26,930$59.2K0.00%+5,264+24.3%Added
PDS Planning, Inc26,971$59.3K0.01%−3,394−11.2%Reduced
Aigen Investment Management, LP27,591$60.7K0.01%+27,591New
O'Keefe Stevens Advisory, Inc.27,609$60.7K0.03%+11,388+70.2%Added
Keel Point, LLC27,783$61.1K0.01%+3,227+13.1%Added
Addison Advisors LLC27,831$61.2K0.03%+341+1.2%Added
Sawtooth Solutions, LLC27,907$61.4K0.00%+650+2.4%Added
Bleakley Financial Group, LLC27,907$61.4K0.00%+650+2.4%Added
Tranquilli Financial Advisor LLC28,044$61.7K0.04%+2,192+8.5%Added
Lindbrook Capital, LLC28,473$62.6K0.01%−3,588−11.2%Reduced
Wealthstream Advisors, Inc.28,545$62.8K0.03%+5,230+22.4%Added
Five Oceans Advisors29,106$64.0K0.04%00.0%Unchanged
Ronald Blue Trust, Inc.27,822$65.0K0.00%−64,958−70.0%Reduced
U.S. Capital Wealth Advisors, LLC30,000$66.0K0.00%00.0%Unchanged
Engineers Gate Manager LP31,195$68.6K0.00%+31,195New
Werba Rubin Papier Wealth Management31,520$69.3K0.02%+618+2.0%Added
Sage Rhino Capital LLC31,603$69.5K0.02%+436+1.4%Added
Holistic Financial Partners32,058$70.5K0.05%−9,428−22.7%Reduced
Lincoln National Corp32,489$71.5K0.00%+7,427+29.6%Added
Gsa Capital Partners LLP32,647$72.0K0.01%+6,830+26.5%Added
Drive Wealth Management, LLC33,401$73.5K0.03%+4,974+17.5%Added
Avantax Advisory Services, Inc.33,402$73.5K0.00%−2,915−8.0%Reduced
Apollon Wealth Management, LLC34,232$75.3K0.00%+1,792+5.5%Added
Brookstone Capital Management34,667$75.6K0.00%+2,071+6.4%Added
Pathstone Family Office, LLC34,250$76.5K0.00%−30,342−47.0%Reduced
Legacy Financial Advisors, Inc.35,994$79.2K0.01%−1,898−5.0%Reduced
Glenmede Trust Co NA35,641$82.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)37,803$83.2K0.00%+36,490+2,779.1%Added
Susquehanna International Group, LLP38,512$84.7K0.00%−198,646−83.8%Reduced
Platform Technology Partners38,596$85.3K0.04%−1,674−4.2%Reduced
Kestra Advisory Services, LLC38,910$85.6K0.00%+750+2.0%Added
ProVise Management Group, LLC39,923$87.8K0.01%00.0%Unchanged
Boston Private Wealth LLC40,678$89.5K0.00%−10,689−20.8%Reduced
Optas, LLC41,738$91.8K0.03%+4,066+10.8%Added
Headlands Technologies LLC42,781$94.1K0.03%+42,781New
Prudential Financial Inc43,775$96.3K0.00%−4,409−9.2%Reduced
Scotia Capital Inc.45,645$100.4K0.00%−32,624−41.7%Reduced
Virtue Capital Management, LLC46,075$100.9K0.02%+730+1.6%Added
Palladiem, LLC46,195$101.6K0.10%00.0%Unchanged
CFO4Life Group, LLC46,300$101.9K0.02%+807+1.8%Added
M&T Bank Corp46,645$102.7K0.00%−416−0.9%Reduced
Rehmann Capital Advisory Group46,805$103.0K0.01%+21,404+84.3%Added
Enterprise Financial Services Corp47,575$104.7K0.07%+2,850+6.4%Added
BSW Wealth Partners48,012$105.6K0.02%−984−2.0%Reduced
Capital Asset Advisory Services LLC46,802$106.7K0.01%−9,383−16.7%Reduced
Lake Street Advisors Group, LLC49,203$108.0K0.01%+395+0.8%Added
Dorsey & Whitney Trust CO LLC49,511$108.9K0.01%−11,958−19.5%Reduced
Fort Point Capital Partners LLC50,000$110.0K0.02%00.0%Unchanged
Cottonwood Capital Advisors, LLC50,317$110.7K0.10%−8,566−14.5%Reduced
Northwestern Mutual Wealth Management Co50,729$111.6K0.00%+2,826+5.9%Added
Prudent Man Advisors, LLC51,017$112.0K0.04%00.0%Unchanged
Raymond James Trust N.A.50,874$112.0K0.00%+18,007+54.8%Added
Claro Advisors LLC52,137$114.7K0.03%+35,743+218.0%Added
Federation des caisses Desjardins du Quebec52,300$115.1K0.00%00.0%Unchanged
PFW Advisors LLC54,635$117.5K0.04%+54,635New
Cape Investment Advisory, Inc.53,966$118.7K0.07%+5,015+10.2%Added
Summit X, LLC54,030$118.9K0.03%+8,353+18.3%Added
Valeo Financial Advisors, LLC55,312$121.7K0.01%+23,720+75.1%Added
Ballentine Partners, LLC55,755$122.7K0.00%+14,171+34.1%Added
State Street Corp56,854$125.1K0.00%00.0%Unchanged
Schechter Investment Advisors, LLC59,435$130.8K0.01%+7,448+14.3%Added
Checchi Capital Advisers, LLC59,829$131.6K0.01%+9,926+19.9%Added
Susquehanna Fundamental Investments, LLC60,549$133.2K0.00%−754,227−92.6%Reduced
Aspen Grove Capital, LLC60,599$133.3K0.04%−17,833−22.7%Reduced
We Are One Seven, LLC63,233$139.1K0.01%−50,796−44.5%Reduced
Buckingham Strategic Wealth, LLC63,882$140.5K0.00%−2,875−4.3%Reduced
Virtu Financial LLC66,604$147.0K0.01%+66,604New
Gitterman Wealth Management, LLC67,830$149.2K0.07%−4,714−6.5%Reduced
Cidel Asset Management Inc68,533$150.8K0.01%−2,496−3.5%Reduced
Koss-Olinger Consulting, LLC68,834$151.0K0.02%+12,918+23.1%Added
CarsonAllaria Wealth Management, Ltd.69,375$152.6K0.12%+1,251+1.8%Added
Toronto Dominion Bank69,605$153.0K0.00%+10,734+18.2%Added
Independent Advisor Alliance71,133$156.5K0.01%+1,231+1.8%Added
Sequoia Financial Advisors, LLC72,815$160.2K0.00%−3,989−5.2%Reduced
Synovus Financial Corp73,805$162.4K0.00%−7,560−9.3%Reduced