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, Q3 2023
Institutional positions in Lloyds Banking Group plc as of Sep 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
- 351
- +12 vs. Q2 2023
- Shares held
- 318.2M
- −31.4M (−9.0%) vs. Q2 2023
- Total value
- $677.7M
- −$91.4M (−11.9%) vs. Q2 2023
- New holders
- 50
- 122 more added
- Sold out
- 38
- 116 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | 29,131,456 | $62.1M | 1.28% | +2,336,000+8.7% | Added |
| Macquarie Group Ltd | 26,057,752 | $55.5M | 0.07% | −515,359−1.9% | Reduced |
| Goldman Sachs Group Inc | 20,985,587 | $44.7M | 0.01% | +680,344+3.4% | Added |
| Morgan Stanley | 19,360,680 | $41.2M | 0.00% | −10,054−0.1% | Reduced |
| Dimensional Fund Advisors LP | 18,186,670 | $38.7M | 0.01% | +256,987+1.4% | Added |
| Arrowstreet Capital, Limited Partnership | 16,977,951 | $36.2M | 0.04% | −2,797,596−14.1% | Reduced |
| FMR LLC | 14,940,554 | $31.8M | 0.00% | −1,690,252−10.2% | Reduced |
| CIBC Private Wealth Group, LLC | 11,881,976 | $25.3M | 0.06% | +374,746+3.3% | Added |
| Morningstar Investment Services LLC | 10,740,954 | $23.0M | 0.29% | −70,315−0.7% | Reduced |
| Northern Trust Corp | 9,748,738 | $20.8M | 0.00% | −204,824−2.1% | Reduced |
| Bank of America Corp | 8,982,688 | $19.1M | 0.00% | +1,120,901+14.3% | Added |
| Optiver Holding B.V. | 6,537,894 | $14.2M | 0.40% | +98,095+1.5% | Added |
| BlackRock Inc. | 5,914,957 | $12.6M | 0.00% | +418,528+7.6% | Added |
| Janney Capital Management LLC | 5,357,751 | $11.4M | 0.88% | +56,406+1.1% | Added |
| Natixis Advisors, L.P. | 5,281,855 | $11.3M | 0.03% | +735,219+16.2% | Added |
| Jane Street Group, LLC | 5,279,573 | $11.2M | 0.02% | −872,673−14.2% | Reduced |
| Crossmark Global Holdings, Inc. | 5,260,251 | $11.0M | 0.25% | +17,371+0.3% | Added |
| Cowen Investment Management LLC | 4,421,183 | $9.42M | 12.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,290,338 | $9.14M | 0.00% | −83,745−1.9% | Reduced |
| Envestnet Asset Management Inc | 4,280,932 | $9.12M | 0.00% | +209,486+5.1% | Added |
| Millennium Management LLC | 4,165,665 | $8.87M | 0.01% | −5,696,288−57.8% | Reduced |
| American Century Companies Inc | 3,986,428 | $8.49M | 0.01% | +228,359+6.1% | Added |
| JPMorgan Chase & Co | 3,909,223 | $8.33M | 0.00% | −19,165,572−83.1% | Reduced |
| First Eagle Investment Management, LLC | 3,380,406 | $7.20M | 0.02% | +240,390+7.7% | Added |
| Renaissance Technologies LLC | 3,005,800 | $6.40M | 0.01% | +1,427,900+90.5% | Added |
| CIBC World Markets Inc. | 2,808,778 | $5.98M | 0.02% | +35,538+1.3% | Added |
| Ameriprise Financial Inc | 2,798,597 | $5.96M | 0.00% | +605,451+27.6% | Added |
| Neuberger Berman Group LLC | 2,695,444 | $5.75M | 0.01% | +25,563+1.0% | Added |
| Bard Financial Services, Inc. | 2,364,320 | $5.04M | 0.62% | +22,750+1.0% | Added |
| UBS Group AG | 2,285,047 | $4.87M | 0.00% | +411,188+21.9% | Added |
| The PNC Financial Services Group, Inc. | 2,089,237 | $4.45M | 0.00% | −36,564−1.7% | Reduced |
| Norges Bank | 2,000,000 | $4.26M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 1,972,113 | $4.20M | 0.00% | +12,851+0.7% | Added |
| Bank of Montreal | 1,716,326 | $3.64M | 0.00% | −612,800−26.3% | Reduced |
| Franklin Resources Inc | 1,498,365 | $3.19M | 0.00% | −157,569−9.5% | Reduced |
| Price T Rowe Associates Inc | 1,384,656 | $2.95M | 0.00% | +114,040+9.0% | Added |
| Ethic Inc. | 1,368,960 | $2.92M | 0.10% | +114,545+9.1% | Added |
| Timber Creek Capital Management LLC | 1,320,588 | $2.81M | 1.02% | +273,526+26.1% | Added |
| Advisors Management Group Inc | 1,095,847 | $2.33M | 0.70% | −2,672−0.2% | Reduced |
| LPL Financial LLC | 989,366 | $2.11M | 0.00% | +43,906+4.6% | Added |
| Semmax Financial Advisors Inc. | 1,024,029 | $2.08M | 0.83% | +1,024,029 | New |
| Henry James International Management, Inc. | 936,173 | $1.99M | 0.86% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 934,119 | $1.99M | 0.00% | −43,715−4.5% | Reduced |
| Cetera Advisor Networks LLC | 906,800 | $1.93M | 0.01% | +35,004+4.0% | Added |
| Old Mission Capital LLC | 884,900 | $1.88M | 0.06% | −356,063−28.7% | Reduced |
| Citigroup Inc | 880,061 | $1.87M | 0.00% | −193,026−18.0% | Reduced |
| Integrated Wealth Concepts LLC | 859,430 | $1.83M | 0.03% | +38,122+4.6% | Added |
| QRG Capital Management, Inc. | 848,492 | $1.81M | 0.03% | +848,492 | New |
| Advisor Group Holdings, Inc. | 779,906 | $1.66M | 0.00% | +287,800+58.5% | Added |
| MML Investors Services, LLC | 768,184 | $1.64M | 0.01% | +47,111+6.5% | Added |
| Rockefeller Capital Management L.P. | 763,628 | $1.63M | 0.01% | −62,432−7.6% | Reduced |
| Squarepoint Ops LLC | 753,135 | $1.60M | 0.01% | +486,746+182.7% | Added |
| DRW Securities, LLC | 724,741 | $1.54M | 0.12% | −19,479−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 707,999 | $1.51M | 0.00% | +134,075+23.4% | Added |
| Oppenheimer Asset Management Inc. | 696,752 | $1.48M | 0.02% | −22,043−3.1% | Reduced |
| First Trust Advisors LP | 671,695 | $1.43M | 0.00% | +49,113+7.9% | Added |
| Acadian Asset Management LLC | 640,298 | $1.36M | 0.01% | +640,298 | New |
| SEI Investments Co | 624,860 | $1.33M | 0.00% | −52,784−7.8% | Reduced |
| HighTower Advisors, LLC | 553,605 | $1.18M | 0.00% | +84,885+18.1% | Added |
| Bank of New York Mellon Corp | 551,338 | $1.17M | 0.00% | −84,029−13.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 536,764 | $1.14M | 0.02% | +145,059+37.0% | Added |
| Stifel Financial Corp | 497,090 | $1.06M | 0.00% | +34,697+7.5% | Added |
| Two Sigma Investments, LP | 482,297 | $1.03M | 0.00% | −202,000−29.5% | Reduced |
| Mercer Global Advisors Inc | 455,052 | $969.0K | 0.00% | +80,782+21.6% | Added |
| Massachusetts Financial Services Co | 436,080 | $928.9K | 0.00% | +56,658+14.9% | Added |
| Vestmark Advisory Solutions, Inc. | 432,976 | $922.2K | 0.07% | −204,850−32.1% | Reduced |
| NewEdge Wealth, LLC | 432,976 | $922.2K | 0.03% | +6,025+1.4% | Added |
| Mariner, LLC | 403,184 | $858.8K | 0.00% | −166,587−29.2% | Reduced |
| Royal Bank of Canada | 402,167 | $855.0K | 0.00% | +32,624+8.8% | Added |
| Cubist Systematic Strategies, LLC | 397,805 | $847.3K | 0.01% | −386,143−49.3% | Reduced |
| Susquehanna International Securities, Ltd. | 361,343 | $769.7K | 0.65% | +15,363+4.4% | Added |
| Creative Planning | 357,764 | $762.0K | 0.00% | −19,586−5.2% | Reduced |
| JustInvest LLC | 313,027 | $666.7K | 0.02% | −27,129−8.0% | Reduced |
| Global Retirement Partners, LLC | 321,276 | $652.2K | 0.03% | −22,988−6.7% | Reduced |
| Veriti Management LLC | 297,445 | $633.6K | 0.07% | −90,435−23.3% | Reduced |
| US Bancorp | 287,840 | $613.1K | 0.00% | −6,816−2.3% | Reduced |
| Quantbot Technologies LP | 287,358 | $612.1K | 0.04% | +150,630+110.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 286,740 | $611.0K | 0.01% | +286,740 | New |
| Intrust Bank NA | 284,385 | $605.7K | 0.08% | −164−0.1% | Reduced |
| Truist Financial Corp | 266,567 | $567.8K | 0.00% | +42,084+18.7% | Added |
| Yousif Capital Management, LLC | 265,182 | $564.8K | 0.01% | −7,760−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 260,350 | $554.5K | 0.00% | +67,485+35.0% | Added |
| Captrust Financial Advisors | 254,356 | $541.8K | 0.00% | +174,831+219.8% | Added |
| Advisor Partners II, LLC | 249,040 | $530.5K | 0.02% | +3,764+1.5% | Added |
| Private Advisor Group, LLC | 247,732 | $527.7K | 0.00% | −360,033−59.2% | Reduced |
| Naviter Wealth, LLC | 247,290 | $526.9K | 0.13% | +23,981+10.7% | Added |
| Cetera Advisors LLC | 233,086 | $496.5K | 0.01% | +2,206+1.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 230,226 | $490.4K | 0.00% | +230,226 | New |
| Compagnie Lombard Odier SCmA | 229,903 | $489.7K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 229,741 | $489.3K | 0.01% | +7,275+3.3% | Added |
| Orion Portfolio Solutions, LLC | 229,741 | $489.3K | 0.01% | +7,275+3.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 229,276 | $488.4K | 0.00% | −144−0.1% | Reduced |
| Boston Common Asset Management, LLC | 224,337 | $478.0K | 0.01% | −1,126,163−83.4% | Reduced |
| Ellevest, Inc. | 221,439 | $471.7K | 0.04% | +19,106+9.4% | Added |
| Susquehanna International Group, LLP | 218,253 | $464.9K | 0.00% | +179,741+466.7% | Added |
| Janney Montgomery Scott LLC | 209,497 | $446.0K | 0.00% | −760−0.4% | Reduced |
| Invesco Ltd. | 203,311 | $433.1K | 0.00% | −121,592−37.4% | Reduced |
| Edge Wealth Management LLC | 200,000 | $426.0K | 0.10% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 194,520 | $414.3K | 0.00% | +19,108+10.9% | Added |
| Wetherby Asset Management Inc | 193,518 | $412.2K | 0.02% | −31,576−14.0% | Reduced |