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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 6,580 | $14.5K | 0.00% | +4,596+231.7% | Added |
| EverSource Wealth Advisors, LLC | 5,643 | $12.4K | 0.00% | +517+10.1% | Added |
| AdvisorNet Financial, Inc | 5,307 | $11.7K | 0.00% | +5,307 | New |
| BDO Wealth Advisors, LLC | 4,946 | $10.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,338 | $9.54K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,631 | $8.00K | 0.00% | −2,051−36.1% | Reduced |
| JFS Wealth Advisors, LLC | 3,217 | $7.08K | 0.00% | −76−2.3% | Reduced |
| Private Trust Co NA | 3,131 | $6.89K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,877 | $6.33K | 0.00% | −356−11.0% | Reduced |
| Simplex Trading, LLC | 3,168 | $6.00K | 0.00% | +3,168 | New |
| Bollard Group LLC | 2,637 | $6.00K | 0.00% | +2,637 | New |
| Raffa Wealth Management, LLC | 2,712 | $5.97K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,638 | $5.80K | 0.00% | +920+53.6% | Added |
| GHP Investment Advisors, Inc. | 2,604 | $5.60K | 0.00% | +2,604 | New |
| RFP Financial Group LLC | 2,450 | $5.39K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,135 | $4.70K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,875 | $4.13K | 0.00% | +1,673+828.2% | Added |
| GW&K Investment Management, LLC | 1,677 | $4.00K | 0.00% | +1,677 | New |
| Zions Bancorporation, N.A. | 1,667 | $3.67K | 0.00% | −629−27.4% | Reduced |
| Column Capital Advisors, LLC | 1,547 | $3.40K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,103 | $2.43K | 0.00% | +1,102+110,200.0% | Added |
| Parkside Financial Bank & Trust | 1,059 | $2.33K | 0.00% | −3,941−78.8% | Reduced |
| HighMark Wealth Management LLC | 1,036 | $2.28K | 0.00% | −474−31.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 967 | $2.13K | 0.00% | +967 | New |
| Bellevue Asset Management, LLC | 630 | $1.39K | 0.00% | −849−57.4% | Reduced |
| Motco | 498 | $1.10K | 0.00% | +498 | New |
| Farther Finance Advisors, LLC | 468 | $1.03K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 454 | $999 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 450 | $990 | 0.00% | −83−15.6% | Reduced |
| Hexagon Capital Partners LLC | 375 | $825 | 0.00% | −3,057−89.1% | Reduced |
| Allworth Financial LP | 291 | $641 | 0.00% | +291 | New |
| Abound Wealth Management | 251 | $553 | 0.00% | +251 | New |
| Bell Investment Advisors, Inc | 249 | $548 | 0.00% | −222−47.1% | Reduced |
| Norwood Financial Corp | 205 | $451 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $432 | 0.00% | +200 | New |
| WealthPLAN Partners, LLC | 168 | $370 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 134 | $294 | 0.00% | +134 | New |
| Cornerstone Planning Group LLC | 110 | $242 | 0.00% | +110 | New |
| Creative Financial Designs Inc | 100 | $220 | 0.00% | +100 | New |
| Rosenberg Matthew Hamilton | 44 | $97 | 0.00% | +44 | New |
| Intrepid Capital Management Inc | 34 | $75 | 0.00% | +34 | New |
| 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 |