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 |
|---|---|---|---|---|---|
| Werba Rubin Papier Wealth Management | 31,520 | $69.3K | 0.02% | +618+2.0% | Added |
| Engineers Gate Manager LP | 31,195 | $68.6K | 0.00% | +31,195 | New |
| U.S. Capital Wealth Advisors, LLC | 30,000 | $66.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 27,822 | $65.0K | 0.00% | −64,958−70.0% | Reduced |
| Five Oceans Advisors | 29,106 | $64.0K | 0.04% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 28,545 | $62.8K | 0.03% | +5,230+22.4% | Added |
| Lindbrook Capital, LLC | 28,473 | $62.6K | 0.01% | −3,588−11.2% | Reduced |
| Tranquilli Financial Advisor LLC | 28,044 | $61.7K | 0.04% | +2,192+8.5% | Added |
| Sawtooth Solutions, LLC | 27,907 | $61.4K | 0.00% | +650+2.4% | Added |
| Bleakley Financial Group, LLC | 27,907 | $61.4K | 0.00% | +650+2.4% | Added |
| Addison Advisors LLC | 27,831 | $61.2K | 0.03% | +341+1.2% | Added |
| Keel Point, LLC | 27,783 | $61.1K | 0.01% | +3,227+13.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 27,609 | $60.7K | 0.03% | +11,388+70.2% | Added |
| Aigen Investment Management, LP | 27,591 | $60.7K | 0.01% | +27,591 | New |
| PDS Planning, Inc | 26,971 | $59.3K | 0.01% | −3,394−11.2% | Reduced |
| Parallel Advisors, LLC | 26,930 | $59.2K | 0.00% | +5,264+24.3% | Added |
| Crumly & Associates Inc. | 26,306 | $57.9K | 0.02% | +26,306 | New |
| Personal Cfo Solutions, LLC | 26,017 | $57.2K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 26,006 | $57.2K | 0.00% | +3,712+16.7% | Added |
| Copperleaf Capital, LLC | 25,593 | $56.3K | 0.05% | +7,965+45.2% | Added |
| Arkadios Wealth Advisors | 25,554 | $56.2K | 0.01% | +1,650+6.9% | Added |
| Breakwater Capital Group | 25,460 | $56.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 25,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 24,714 | $54.4K | 0.01% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 24,503 | $53.9K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 24,479 | $53.9K | 0.00% | −4,223−14.7% | Reduced |
| Pitcairn Co | 23,266 | $51.2K | 0.00% | +1,189+5.4% | Added |
| Sage Mountain Advisors LLC | 23,228 | $51.1K | 0.01% | −1,633−6.6% | Reduced |
| New Republic Capital, LLC | 22,913 | $50.4K | 0.04% | +3,204+16.3% | Added |
| Whittier Trust Co of Nevada Inc | 22,325 | $49.1K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 22,001 | $48.0K | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 20,877 | $45.9K | 0.01% | +6,306+43.3% | Added |
| Park Circle Co | 20,000 | $44.0K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 19,960 | $43.9K | 0.00% | −1,599−7.4% | Reduced |
| Seven Mile Advisory | 19,587 | $43.1K | 0.05% | +19,587 | New |
| Spire Wealth Management | 19,515 | $42.9K | 0.00% | +4,670+31.5% | Added |
| Centurion Wealth Management LLC | 19,514 | $42.9K | 0.02% | +4,670+31.5% | Added |
| Moody National Bank Trust Division | 19,492 | $42.9K | 0.00% | −7,636−28.1% | Reduced |
| International Assets Investment Management, LLC | 18,630 | $41.0K | 0.01% | −1,164−5.9% | Reduced |
| McDonald Partners LLC | 18,348 | $40.4K | 0.01% | −1,189−6.1% | Reduced |
| NEIRG Wealth Management, LLC | 18,311 | $40.3K | 0.01% | +3,190+21.1% | Added |
| West Family Investments, Inc. | 18,093 | $39.8K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 17,679 | $38.9K | 0.01% | +17,679 | New |
| Barclays PLC | 17,517 | $38.5K | 0.00% | +15,467+754.5% | Added |
| Proequities, Inc. | 17,231 | $37.9K | 0.00% | −1,784−9.4% | Reduced |
| Kestra Private Wealth Services, LLC | 16,949 | $37.3K | 0.00% | +498+3.0% | Added |
| Advisors Asset Management, Inc. | 16,915 | $37.2K | 0.00% | −292−1.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,038 | $36.6K | 0.01% | +17,038 | New |
| BCJ Capital Management, LLC | 16,276 | $35.8K | 0.00% | +16,276 | New |
| Dynamic Technology Lab Private Ltd | 16,039 | $35.0K | 0.00% | −33,658−67.7% | Reduced |
| Comerica Securities,inc. | 15,765 | $34.7K | 0.00% | +15,765 | New |
| Financial Network Wealth Management LLC | 14,840 | $33.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 14,890 | $32.8K | 0.00% | +14,890 | New |
| National Bank of Canada | 14,881 | $32.6K | 0.00% | −1,000−6.3% | Reduced |
| Eagle Bay Advisors LLC | 14,778 | $32.5K | 0.02% | +14,778 | New |
| Summit Trail Advisors, LLC | 14,022 | $30.8K | 0.00% | +14,022 | New |
| Ieq Capital, LLC | 13,941 | $30.7K | 0.00% | +3,765+37.0% | Added |
| Zacks Investment Management | 13,902 | $30.6K | 0.00% | +10+0.1% | Added |
| David Loasby | 13,876 | $30.4K | 0.00% | +1,228+9.7% | Added |
| Change Path, LLC | 13,739 | $30.0K | 0.00% | −478−3.4% | Reduced |
| Prospera Financial Services Inc | 13,614 | $29.9K | 0.00% | +13,614 | New |
| Capital Investment Advisory Services, LLC | 13,500 | $29.7K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,391 | $29.5K | 0.00% | +2,283+20.6% | 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 |
| Fisher Asset Management, LLC | 13,066 | $28.7K | 0.00% | +106+0.8% | Added |
| Avenue 1 Advisors, LLC | 12,866 | $28.3K | 0.01% | −882−6.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 13,039 | $28.0K | 0.01% | +3,039+30.4% | Added |
| RMR Wealth Builders | 12,700 | $27.9K | 0.00% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,578 | $27.7K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 12,515 | $27.5K | 0.01% | +1,108+9.7% | Added |
| Fortune Financial Advisors, LLC | 12,083 | $26.6K | 0.02% | +12,083 | New |
| FMB Wealth Management | 11,975 | $26.3K | 0.03% | −30.0% | Reduced |
| Focused Wealth Management, Inc | 11,963 | $26.3K | 0.00% | +380+3.3% | Added |
| Lido Advisors, LLC | 11,923 | $26.2K | 0.00% | +11,923 | New |
| Kistler-Tiffany Companies, LLC | 11,805 | $26.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 11,716 | $25.8K | 0.00% | −727−5.8% | Reduced |
| Auxier Asset Management | 11,500 | $25.3K | 0.00% | 00.0% | Unchanged |
| Corundum Group, Inc. | 11,459 | $25.2K | 0.01% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 11,449 | $25.2K | 0.01% | −1,420−11.0% | Reduced |
| Bessemer Group Inc | 11,251 | $25.0K | 0.00% | +11,251 | New |
| Pacifica Partners Inc. | 11,175 | $24.5K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 10,919 | $24.0K | 0.00% | +10,919 | New |
| Hoxton Planning & Management, LLC | 10,657 | $23.4K | 0.01% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 10,474 | $23.0K | 0.02% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 10,372 | $22.8K | 0.02% | −102,465−90.8% | Reduced |
| Park Place Capital Corp | 10,357 | $22.8K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 10,228 | $22.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10,213 | $22.5K | 0.00% | +1,132+12.5% | Added |
| SageView Advisory Group, LLC | 10,101 | $22.2K | 0.00% | +10,101 | New |
| 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 |
| SRS Capital Advisors, Inc. | 9,891 | $21.8K | 0.00% | +2,829+40.1% | Added |
| Thrivent Financial for Lutherans | 10,072 | $21.0K | 0.00% | +10,072 | New |
| Glassman Wealth Services | 9,435 | $20.8K | 0.00% | +643+7.3% | Added |
| Tucker Asset Management LLC | 9,328 | $20.5K | 0.01% | −472−4.8% | Reduced |
| First Manhattan Co | 9,229 | $20.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 8,998 | $19.8K | 0.00% | +8,280+1,153.2% | Added |
| TD Waterhouse Canada Inc. | 7,974 | $19.6K | 0.00% | 00.0% | Unchanged |