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 |
|---|---|---|---|---|---|
| Ethic Inc. | 1,254,415 | $2.76M | 0.10% | +21,798+1.8% | Added |
| Price T Rowe Associates Inc | 1,270,616 | $2.80M | 0.00% | +74,339+6.2% | Added |
| Boston Common Asset Management, LLC | 1,350,500 | $2.97M | 0.06% | −618,493−31.4% | Reduced |
| HRT Financial LP | 1,367,192 | $3.01M | 0.03% | +1,179,531+628.5% | Added |
| Renaissance Technologies LLC | 1,577,900 | $3.47M | 0.01% | +347,200+28.2% | Added |
| Franklin Resources Inc | 1,655,934 | $3.64M | 0.00% | +27,308+1.7% | Added |
| UBS Group AG | 1,873,859 | $4.12M | 0.00% | +378,162+25.3% | Added |
| Raymond James & Associates | 1,959,262 | $4.31M | 0.00% | +1,049,282+115.3% | Added |
| Norges Bank | 2,000,000 | $4.40M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,125,801 | $4.68M | 0.00% | −51,458−2.4% | Reduced |
| Ameriprise Financial Inc | 2,193,146 | $4.82M | 0.00% | +372,130+20.4% | Added |
| Bard Financial Services, Inc. | 2,341,570 | $5.15M | 0.40% | +56,300+2.5% | Added |
| Bank of Montreal | 2,329,126 | $5.29M | 0.00% | +989,637+73.9% | Added |
| Neuberger Berman Group LLC | 2,669,881 | $5.84M | 0.01% | −1,408,673−34.5% | Reduced |
| CIBC World Markets Inc. | 2,773,240 | $6.10M | 0.02% | +419,886+17.8% | Added |
| First Eagle Investment Management, LLC | 3,140,016 | $6.91M | 0.02% | +463,874+17.3% | Added |
| American Century Companies Inc | 3,758,069 | $8.27M | 0.01% | −349,373−8.5% | Reduced |
| Envestnet Asset Management Inc | 4,071,446 | $8.96M | 0.00% | +729,099+21.8% | Added |
| Stamos Capital Partners, L.P. | 4,282,360 | $9.42M | 2.20% | +998,730+30.4% | Added |
| Wells Fargo & Company | 4,374,083 | $9.62M | 0.00% | +2,371+0.1% | Added |
| Cowen Investment Management LLC | 4,421,183 | $9.73M | 5.85% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 4,546,636 | $10.0M | 0.03% | +2,617,909+135.7% | Added |
| Citadel Advisors LLC | 4,867,673 | $10.7M | 0.01% | +4,175,558+603.3% | Added |
| Janney Capital Management LLC | 5,301,345 | $11.7M | 0.81% | −14,952−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,242,880 | $12.0M | 0.26% | +4,225,463+415.3% | Added |
| BlackRock Inc. | 5,496,429 | $12.1M | 0.00% | −436,370−7.4% | Reduced |
| Jane Street Group, LLC | 6,152,246 | $13.5M | 0.02% | −21,780,299−78.0% | Reduced |
| Optiver Holding B.V. | 6,439,799 | $14.3M | 0.41% | −548,796−7.9% | Reduced |
| Bank of America Corp | 7,861,787 | $17.3M | 0.00% | −801,618−9.3% | Reduced |
| Millennium Management LLC | 9,861,953 | $21.7M | 0.02% | +3,966,752+67.3% | Added |
| Northern Trust Corp | 9,953,562 | $21.9M | 0.00% | −824,082−7.6% | Reduced |
| Morningstar Investment Services LLC | 10,811,269 | $23.0M | 0.30% | +23,653+0.2% | Added |
| CIBC Private Wealth Group, LLC | 11,507,230 | $25.3M | 0.06% | −3,584,413−23.8% | Reduced |
| FMR LLC | 16,630,806 | $36.6M | 0.00% | −177,704−1.1% | Reduced |
| Dimensional Fund Advisors LP | 17,929,683 | $39.4M | 0.01% | +2,270,827+14.5% | Added |
| Morgan Stanley | 19,370,734 | $42.6M | 0.00% | +765,591+4.1% | Added |
| Arrowstreet Capital, Limited Partnership | 19,775,547 | $43.5M | 0.05% | +1,741,116+9.7% | Added |
| Goldman Sachs Group Inc | 20,305,243 | $44.7M | 0.01% | −472,130−2.3% | Reduced |
| JPMorgan Chase & Co | 23,074,795 | $50.8M | 0.01% | −3,742,503−14.0% | Reduced |
| Macquarie Group Ltd | 26,573,111 | $58.5M | 0.07% | −477,380−1.8% | Reduced |
| Mondrian Investment Partners LTD | 26,795,456 | $59.0M | 1.18% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | – | – | 00.0% | Unchanged |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,256,716−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −926,560−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −290,540−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −75,622−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −58,359−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −53,700−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −49,750−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −30,072−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Eagle Harbor Asset Management Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −15,870−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −14,608−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −14,390−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −13,970−100.0% | Sold out |
| Straight Path Wealth Management | 0 | $0 | 0.00% | −13,013−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −12,999−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −12,141−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −11,208−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10,514−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −8,078−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −4,605−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Cook Wealth Management Group LLC | 0 | $0 | 0.00% | −11,517−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −415−100.0% | Sold out |