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
IFP Advisors, Inc119,917$405.3K0.02%+227+0.2%Added
Ritholtz Wealth Management183,393$403.5K0.02%+86,735+89.7%Added
Cerity Partners LLC177,255$390.0K0.00%+17,710+11.1%Added
Cresset Asset Management, LLC175,412$385.9K0.00%+175,412New
Anchor Investment Management, LLC162,500$357.5K0.05%00.0%Unchanged
Signaturefd, LLC161,493$355.3K0.01%−10,895−6.3%Reduced
Gallacher Capital Management LLC161,316$354.9K0.20%+13,935+9.5%Added
Voya Financial Advisors, Inc.164,202$349.8K0.04%−574−0.3%Reduced
Rhumbline Advisers152,802$336.2K0.00%+152,802New
Eagle Asset Management Inc152,518$335.5K0.00%−5,711−3.6%Reduced
Pinnacle Associates Ltd145,605$320.3K0.01%00.0%Unchanged
Pacer Advisors, Inc.144,687$318.3K0.00%+14,106+10.8%Added
Foundations Investment Advisors, LLC144,096$317.0K0.01%−41,865−22.5%Reduced
Two Sigma Securities, LLC137,618$302.8K0.02%+15,617+12.8%Added
Quantbot Technologies LP136,728$300.8K0.02%−44,727−24.6%Reduced
Vident Investment Advisory, LLC133,788$294.0K0.01%+52,109+63.8%Added
Assetmark, Inc119,452$262.8K0.00%−73,282−38.0%Reduced
Patriot Financial Group Insurance Agency, LLC116,117$255.5K0.05%−2,616−2.2%Reduced
Cypress Wealth Services, LLC108,983$253.9K0.07%+21,067+24.0%Added
Foster Victor Wealth Advisors, LLC111,320$243.8K0.03%+6,480+6.2%Added
Knights of Columbus Asset Advisors LLC107,453$236.4K0.02%+4,153+4.0%Added
XTX Topco Ltd106,476$234.2K0.04%+106,476New
CAPROCK Group, Inc.103,850$228.5K0.02%−8,219−7.3%Reduced
Continuum Advisory, LLC103,064$226.7K0.04%+2,203+2.2%Added
Cambridge Investment Research Advisors, Inc.102,782$226.0K0.00%+14,407+16.3%Added
Cable Hill Partners, LLC101,909$224.2K0.03%−30,664−23.1%Reduced
Qtron Investments LLC99,222$218.3K0.04%+99,222New
Forum Financial Management, LP98,913$217.6K0.00%−282−0.3%Reduced
CI Private Wealth, LLC95,979$208.4K0.00%+2,277+2.4%Added
Quadrant Capital Group LLC93,324$205.3K0.02%−8,362−8.2%Reduced
Evergreen Capital Management LLC91,123$200.5K0.01%−5,071−5.3%Reduced
Advisory Services Network, LLC87,982$193.6K0.01%+91+0.1%Added
Earnest Partners LLC87,009$191.4K0.00%+34,785+66.6%Added
Flow Traders U.S. LLC84,816$187.0K0.01%+84,816New
Marcum Wealth, LLC81,764$179.9K0.02%−215−0.3%Reduced
HSBC Holdings PLC80,333$176.7K0.00%+1,236+1.6%Added
First Affirmative Financial Network79,994$176.0K0.18%+34,336+75.2%Added
Captrust Financial Advisors79,525$175.0K0.00%−1,768−2.2%Reduced
Cetera Investment Advisers77,626$170.8K0.00%+587+0.8%Added
Alliance Wealth Advisors, LLC76,437$168.2K0.12%00.0%Unchanged
Stephens Inc76,074$167.4K0.00%+52,524+223.0%Added
Synovus Financial Corp73,805$162.4K0.00%−7,560−9.3%Reduced
Sequoia Financial Advisors, LLC72,815$160.2K0.00%−3,989−5.2%Reduced
Independent Advisor Alliance71,133$156.5K0.01%+1,231+1.8%Added
Toronto Dominion Bank69,605$153.0K0.00%+10,734+18.2%Added
CarsonAllaria Wealth Management, Ltd.69,375$152.6K0.12%+1,251+1.8%Added
Koss-Olinger Consulting, LLC68,834$151.0K0.02%+12,918+23.1%Added
Cidel Asset Management Inc68,533$150.8K0.01%−2,496−3.5%Reduced
Gitterman Wealth Management, LLC67,830$149.2K0.07%−4,714−6.5%Reduced
Virtu Financial LLC66,604$147.0K0.01%+66,604New
Buckingham Strategic Wealth, LLC63,882$140.5K0.00%−2,875−4.3%Reduced
We Are One Seven, LLC63,233$139.1K0.01%−50,796−44.5%Reduced
Aspen Grove Capital, LLC60,599$133.3K0.04%−17,833−22.7%Reduced
Susquehanna Fundamental Investments, LLC60,549$133.2K0.00%−754,227−92.6%Reduced
Checchi Capital Advisers, LLC59,829$131.6K0.01%+9,926+19.9%Added
Schechter Investment Advisors, LLC59,435$130.8K0.01%+7,448+14.3%Added
State Street Corp56,854$125.1K0.00%00.0%Unchanged
Ballentine Partners, LLC55,755$122.7K0.00%+14,171+34.1%Added
Valeo Financial Advisors, LLC55,312$121.7K0.01%+23,720+75.1%Added
Summit X, LLC54,030$118.9K0.03%+8,353+18.3%Added
Cape Investment Advisory, Inc.53,966$118.7K0.07%+5,015+10.2%Added
PFW Advisors LLC54,635$117.5K0.04%+54,635New
Federation des caisses Desjardins du Quebec52,300$115.1K0.00%00.0%Unchanged
Claro Advisors LLC52,137$114.7K0.03%+35,743+218.0%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
Northwestern Mutual Wealth Management Co50,729$111.6K0.00%+2,826+5.9%Added
Cottonwood Capital Advisors, LLC50,317$110.7K0.10%−8,566−14.5%Reduced
Fort Point Capital Partners LLC50,000$110.0K0.02%00.0%Unchanged
Dorsey & Whitney Trust CO LLC49,511$108.9K0.01%−11,958−19.5%Reduced
Lake Street Advisors Group, LLC49,203$108.0K0.01%+395+0.8%Added
Capital Asset Advisory Services LLC46,802$106.7K0.01%−9,383−16.7%Reduced
BSW Wealth Partners48,012$105.6K0.02%−984−2.0%Reduced
Enterprise Financial Services Corp47,575$104.7K0.07%+2,850+6.4%Added
Rehmann Capital Advisory Group46,805$103.0K0.01%+21,404+84.3%Added
M&T Bank Corp46,645$102.7K0.00%−416−0.9%Reduced
CFO4Life Group, LLC46,300$101.9K0.02%+807+1.8%Added
Palladiem, LLC46,195$101.6K0.10%00.0%Unchanged
Virtue Capital Management, LLC46,075$100.9K0.02%+730+1.6%Added
Scotia Capital Inc.45,645$100.4K0.00%−32,624−41.7%Reduced
Prudential Financial Inc43,775$96.3K0.00%−4,409−9.2%Reduced
Headlands Technologies LLC42,781$94.1K0.03%+42,781New
Optas, LLC41,738$91.8K0.03%+4,066+10.8%Added
Boston Private Wealth LLC40,678$89.5K0.00%−10,689−20.8%Reduced
ProVise Management Group, LLC39,923$87.8K0.01%00.0%Unchanged
Kestra Advisory Services, LLC38,910$85.6K0.00%+750+2.0%Added
Platform Technology Partners38,596$85.3K0.04%−1,674−4.2%Reduced
Susquehanna International Group, LLP38,512$84.7K0.00%−198,646−83.8%Reduced
Tower Research Capital LLC (TRC)37,803$83.2K0.00%+36,490+2,779.1%Added
Glenmede Trust Co NA35,641$82.7K0.00%00.0%Unchanged
Legacy Financial Advisors, Inc.35,994$79.2K0.01%−1,898−5.0%Reduced
Pathstone Family Office, LLC34,250$76.5K0.00%−30,342−47.0%Reduced
Brookstone Capital Management34,667$75.6K0.00%+2,071+6.4%Added
Apollon Wealth Management, LLC34,232$75.3K0.00%+1,792+5.5%Added
Avantax Advisory Services, Inc.33,402$73.5K0.00%−2,915−8.0%Reduced
Drive Wealth Management, LLC33,401$73.5K0.03%+4,974+17.5%Added
Gsa Capital Partners LLP32,647$72.0K0.01%+6,830+26.5%Added
Lincoln National Corp32,489$71.5K0.00%+7,427+29.6%Added
Holistic Financial Partners32,058$70.5K0.05%−9,428−22.7%Reduced
Sage Rhino Capital LLC31,603$69.5K0.02%+436+1.4%Added