Skip to main content
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, 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
Stephens Inc76,074$167.4K0.00%+52,524+223.0%Added
Alliance Wealth Advisors, LLC76,437$168.2K0.12%00.0%Unchanged
Cetera Investment Advisers77,626$170.8K0.00%+587+0.8%Added
Captrust Financial Advisors79,525$175.0K0.00%−1,768−2.2%Reduced
First Affirmative Financial Network79,994$176.0K0.18%+34,336+75.2%Added
HSBC Holdings PLC80,333$176.7K0.00%+1,236+1.6%Added
Marcum Wealth, LLC81,764$179.9K0.02%−215−0.3%Reduced
Flow Traders U.S. LLC84,816$187.0K0.01%+84,816New
Earnest Partners LLC87,009$191.4K0.00%+34,785+66.6%Added
Advisory Services Network, LLC87,982$193.6K0.01%+91+0.1%Added
Evergreen Capital Management LLC91,123$200.5K0.01%−5,071−5.3%Reduced
Quadrant Capital Group LLC93,324$205.3K0.02%−8,362−8.2%Reduced
CI Private Wealth, LLC95,979$208.4K0.00%+2,277+2.4%Added
Forum Financial Management, LP98,913$217.6K0.00%−282−0.3%Reduced
Qtron Investments LLC99,222$218.3K0.04%+99,222New
Cable Hill Partners, LLC101,909$224.2K0.03%−30,664−23.1%Reduced
Cambridge Investment Research Advisors, Inc.102,782$226.0K0.00%+14,407+16.3%Added
Continuum Advisory, LLC103,064$226.7K0.04%+2,203+2.2%Added
CAPROCK Group, Inc.103,850$228.5K0.02%−8,219−7.3%Reduced
XTX Topco Ltd106,476$234.2K0.04%+106,476New
Knights of Columbus Asset Advisors LLC107,453$236.4K0.02%+4,153+4.0%Added
Foster Victor Wealth Advisors, LLC111,320$243.8K0.03%+6,480+6.2%Added
Cypress Wealth Services, LLC108,983$253.9K0.07%+21,067+24.0%Added
Patriot Financial Group Insurance Agency, LLC116,117$255.5K0.05%−2,616−2.2%Reduced
Assetmark, Inc119,452$262.8K0.00%−73,282−38.0%Reduced
Vident Investment Advisory, LLC133,788$294.0K0.01%+52,109+63.8%Added
Quantbot Technologies LP136,728$300.8K0.02%−44,727−24.6%Reduced
Two Sigma Securities, LLC137,618$302.8K0.02%+15,617+12.8%Added
Foundations Investment Advisors, LLC144,096$317.0K0.01%−41,865−22.5%Reduced
Pacer Advisors, Inc.144,687$318.3K0.00%+14,106+10.8%Added
Pinnacle Associates Ltd145,605$320.3K0.01%00.0%Unchanged
Eagle Asset Management Inc152,518$335.5K0.00%−5,711−3.6%Reduced
Rhumbline Advisers152,802$336.2K0.00%+152,802New
Voya Financial Advisors, Inc.164,202$349.8K0.04%−574−0.3%Reduced
Gallacher Capital Management LLC161,316$354.9K0.20%+13,935+9.5%Added
Signaturefd, LLC161,493$355.3K0.01%−10,895−6.3%Reduced
Anchor Investment Management, LLC162,500$357.5K0.05%00.0%Unchanged
Cresset Asset Management, LLC175,412$385.9K0.00%+175,412New
Cerity Partners LLC177,255$390.0K0.00%+17,710+11.1%Added
Ritholtz Wealth Management183,393$403.5K0.02%+86,735+89.7%Added
IFP Advisors, Inc119,917$405.3K0.02%+227+0.2%Added
Legacy Wealth Asset Management, LLC184,611$406.1K0.14%+1,182+0.6%Added
Charles Schwab Investment Management Inc192,865$424.3K0.00%+54,666+39.6%Added
Edge Wealth Management LLC200,000$440.0K0.10%00.0%Unchanged
Ellevest, Inc.202,333$445.1K0.03%+2,225+1.1%Added
Qube Research & Technologies Ltd204,998$451.0K0.00%−236,086−53.5%Reduced
Janney Montgomery Scott LLC210,257$463.0K0.00%−9,263−4.2%Reduced
Jump Financial, LLC216,301$475.9K0.02%+175,831+434.5%Added
Brinker Capital Investments, LLC222,466$489.4K0.01%+114,042+105.2%Added
Orion Portfolio Solutions, LLC222,466$489.4K0.01%+114,042+105.2%Added
Naviter Wealth, LLC223,309$491.3K0.12%+25,441+12.9%Added
Eqis Capital Management, Inc.223,937$492.7K0.06%−20,647−8.4%Reduced
Truist Financial Corp224,483$493.9K0.00%+7,728+3.6%Added
Wetherby Asset Management Inc225,094$495.2K0.03%−8,582−3.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.229,420$504.7K0.00%+13,205+6.1%Added
Compagnie Lombard Odier SCmA229,903$505.8K0.01%00.0%Unchanged
Cetera Advisors LLC230,880$507.9K0.01%00.0%Unchanged
Marshall Wace, LLP232,318$511.1K0.00%+232,318New
Advisor Partners II, LLC245,276$539.6K0.03%−30,763−11.1%Reduced
Squarepoint Ops LLC266,389$586.1K0.00%−100,208−27.3%Reduced
Yousif Capital Management, LLC272,942$600.5K0.01%−13,620−4.8%Reduced
Intrust Bank NA284,549$626.0K0.08%+12,189+4.5%Added
US Bancorp294,656$648.2K0.00%−3,878−1.3%Reduced
Invesco Ltd.324,903$714.8K0.00%+87,275+36.7%Added
JustInvest LLC340,156$748.3K0.02%+45,987+15.6%Added
Global Retirement Partners, LLC344,264$757.4K0.04%+30,972+9.9%Added
Susquehanna International Securities, Ltd.345,980$761.2K0.71%+345,980New
Royal Bank of Canada369,543$814.0K0.00%−9,564−2.5%Reduced
Mercer Global Advisors Inc374,270$823.0K0.00%+26,089+7.5%Added
Creative Planning377,350$830.2K0.00%+47,453+14.4%Added
Balyasny Asset Management LLC378,848$833.5K0.00%−7,248,564−95.0%Reduced
Massachusetts Financial Services Co379,422$834.7K0.00%+379,422New
Veriti Management LLC387,880$853.3K0.10%−810−0.2%Reduced
O'Shaughnessy Asset Management, LLC391,705$861.8K0.01%+101,563+35.0%Added
NewEdge Wealth, LLC426,951$939.3K0.03%−10,227−2.3%Reduced
Stifel Financial Corp462,393$1.02M0.00%+363,812+369.0%Added
HighTower Advisors, LLC468,720$1.04M0.00%+341,625+268.8%Added
Advisor Group Holdings, Inc.492,106$1.08M0.00%+26,235+5.6%Added
Mariner, LLC569,771$1.25M0.00%+137,651+31.9%Added
Raymond James Financial Services Advisors, Inc.573,924$1.26M0.00%+17,599+3.2%Added
First Trust Advisors LP622,582$1.37M0.00%−71,212−10.3%Reduced
Private Advisor Group, LLC607,765$1.39M0.01%+152,158+33.4%Added
Bank of New York Mellon Corp635,367$1.40M0.00%−40,575−6.0%Reduced
Vestmark Advisory Solutions, Inc.637,826$1.40M0.05%−17,740−2.7%Reduced
SEI Investments Co677,644$1.49M0.00%−3,396−0.5%Reduced
Two Sigma Investments, LP684,297$1.51M0.00%+125,000+22.3%Added
Oppenheimer Asset Management Inc.718,795$1.58M0.02%+4,052+0.6%Added
MML Investors Services, LLC721,073$1.59M0.01%+259,893+56.4%Added
DRW Securities, LLC744,220$1.64M0.13%+138,630+22.9%Added
Cubist Systematic Strategies, LLC783,948$1.72M0.02%+723,333+1,193.3%Added
Integrated Wealth Concepts LLC821,308$1.81M0.03%−9,628−1.2%Reduced
Rockefeller Capital Management L.P.826,060$1.82M0.01%+5,668+0.7%Added
Cetera Advisor Networks LLC871,796$1.92M0.01%+42,820+5.2%Added
Henry James International Management, Inc.936,173$2.06M0.89%−75,597−7.5%Reduced
LPL Financial LLC945,460$2.08M0.00%+38,457+4.2%Added
Commonwealth Equity Services, LLC977,834$2.15M0.00%+38,271+4.1%Added
Timber Creek Capital Management LLC1,047,062$2.30M0.79%+83,109+8.6%Added
Citigroup Inc1,073,087$2.36M0.00%+87,196+8.8%Added
Advisors Management Group Inc1,098,519$2.42M0.72%−13,496−1.2%Reduced
Old Mission Capital LLC1,240,963$2.73M0.10%+540,607+77.2%Added