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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $2 | 0.00% | −1,102−99.9% | Reduced |
| Intrepid Capital Management Inc | 34 | $72 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 44 | $94 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 142 | $304 | 0.00% | +142 | New |
| Provenance Wealth Advisors, LLC | 174 | $371 | 0.00% | +174 | New |
| Norwood Financial Corp | 205 | $434 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 249 | $531 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 250 | $533 | 0.00% | +140+127.3% | Added |
| Abound Wealth Management | 251 | $535 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 317 | $617 | 0.00% | +315+15,750.0% | Added |
| Bourgeon Capital Management LLC | 322 | $686 | 0.00% | +322 | New |
| Hexagon Capital Partners LLC | 375 | $799 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 450 | $959 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 454 | $968 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 500 | $1.00K | 0.00% | +500 | New |
| FinTrust Capital Advisors, LLC | 540 | $1.15K | 0.00% | +540 | New |
| Bellevue Asset Management, LLC | 630 | $1.34K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 636 | $1.35K | 0.00% | +168+35.9% | Added |
| Umb Bank N A | 718 | $1.53K | 0.00% | −8,280−92.0% | Reduced |
| TFC Financial Management | 800 | $1.70K | 0.00% | +800 | New |
| Focused Wealth Management, Inc | 824 | $1.75K | 0.00% | −11,139−93.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 967 | $2.06K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,047 | $2.23K | 0.00% | +11+1.1% | Added |
| Jones Financial Companies LLLP | 1,206 | $2.57K | 0.00% | +1,206 | New |
| Parkside Financial Bank & Trust | 1,231 | $2.62K | 0.00% | +172+16.2% | Added |
| Column Capital Advisors, LLC | 1,547 | $3.29K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,667 | $3.55K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,677 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,050 | $4.37K | 0.00% | −15,467−88.3% | Reduced |
| Investors Research Corp | 2,135 | $4.55K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,538 | $5.00K | 0.00% | +2,538 | New |
| RFP Financial Group LLC | 2,450 | $5.22K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,638 | $5.62K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,712 | $5.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,865 | $6.10K | 0.00% | −352−10.9% | Reduced |
| HHM Wealth Advisors, LLC | 2,877 | $6.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,090 | $6.58K | 0.00% | −2,553−45.2% | Reduced |
| Private Trust Co NA | 3,131 | $6.67K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,322 | $7.08K | 0.00% | +1,447+77.2% | Added |
| Glen Eagle Advisors, LLC | 4,000 | $8.52K | 0.00% | +4,000 | New |
| Steward Partners Investment Advisory, LLC | 4,338 | $9.24K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,470 | $13.8K | 0.01% | −8,308−56.2% | Reduced |
| Fifth Third Bancorp | 6,580 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,100 | $16.9K | 0.00% | −874−11.0% | Reduced |
| GeoWealth Management, LLC | 8,126 | $17.0K | 0.00% | +8,126 | New |
| First Manhattan Co | 9,229 | $19.7K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 9,572 | $20.0K | 0.01% | +9,572 | New |
| CWM, LLC | 9,659 | $21.0K | 0.00% | −3,383−25.9% | Reduced |
| GM Advisory Group, Inc. | 10,000 | $21.3K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $21.3K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 10,029 | $21.4K | 0.00% | +10,029 | New |
| SRS Capital Advisors, Inc. | 10,054 | $21.4K | 0.00% | +163+1.6% | Added |
| Robertson Stephens Wealth Management, LLC | 10,076 | $21.5K | 0.00% | +10,076 | New |
| Xponance, Inc. | 10,144 | $21.6K | 0.00% | +10,144 | New |
| Good Life Advisors, LLC | 10,166 | $21.7K | 0.00% | +10,166 | New |
| Snowden Capital Advisors LLC | 10,182 | $21.7K | 0.00% | +10,182 | New |
| BCJ Capital Management, LLC | 10,193 | $21.7K | 0.00% | −6,083−37.4% | Reduced |
| Boltwood Capital Management | 10,228 | $21.8K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 10,357 | $22.1K | 0.01% | 00.0% | Unchanged |
| Foster Group, Inc. | 10,544 | $22.5K | 0.00% | +10,544 | New |
| Pacifica Partners Inc. | 11,175 | $22.6K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 10,742 | $22.9K | 0.01% | −717−6.3% | Reduced |
| Glassman Wealth Services | 10,749 | $22.9K | 0.00% | +1,314+13.9% | Added |
| Hoxton Planning & Management, LLC | 10,657 | $23.0K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,926 | $23.3K | 0.00% | −3,096−22.1% | Reduced |
| AQR Capital Management LLC | 11,184 | $23.8K | 0.00% | +11,184 | New |
| Callan Capital, LLC | 11,391 | $24.3K | 0.00% | +11,391 | New |
| Auxier Asset Management | 11,500 | $24.5K | 0.00% | 00.0% | Unchanged |
| FMB Wealth Management | 11,905 | $25.4K | 0.03% | −70−0.6% | Reduced |
| Concord Wealth Partners | 12,049 | $25.7K | 0.01% | −466−3.7% | Reduced |
| Fortune Financial Advisors, LLC | 12,083 | $26.0K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 12,291 | $26.0K | 0.00% | −1,448−10.5% | Reduced |
| Radnor Capital Management, LLC | 12,000 | $26.0K | 0.01% | +12,000 | New |
| Latitude Advisors, LLC | 12,578 | $26.8K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 12,580 | $26.8K | 0.01% | −4,458−26.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 12,580 | $26.8K | 0.00% | +12,580 | New |
| Johnson Investment Counsel Inc | 12,632 | $26.9K | 0.00% | +12,632 | New |
| RMR Wealth Builders | 12,700 | $27.1K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 12,852 | $27.4K | 0.00% | −10,414−44.8% | Reduced |
| Lido Advisors, LLC | 13,093 | $27.9K | 0.00% | +1,170+9.8% | Added |
| Bank Hapoalim BM | 13,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 13,200 | $28.1K | 0.02% | +13,200 | New |
| PFG Advisors | 13,261 | $28.2K | 0.00% | +13,261 | New |
| Transcend Wealth Collective, LLC | 13,496 | $28.7K | 0.00% | +13,496 | New |
| Capital Investment Advisory Services, LLC | 13,500 | $28.8K | 0.00% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 13,554 | $28.9K | 0.03% | +13,554 | New |
| Vista Wealth Management Group, LLC | 13,578 | $28.9K | 0.00% | +13,578 | New |
| National Bank of Canada | 14,523 | $29.7K | 0.00% | −358−2.4% | Reduced |
| New Republic Capital, LLC | 14,052 | $29.9K | 0.02% | −8,861−38.7% | Reduced |
| Financial Network Wealth Management LLC | 14,840 | $30.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 14,700 | $31.3K | 0.00% | +14,700 | New |
| Seven Mile Advisory | 14,806 | $31.5K | 0.03% | −4,781−24.4% | Reduced |
| Comerica Securities,inc. | 15,089 | $32.1K | 0.00% | −676−4.3% | Reduced |
| First Horizon Advisors, Inc. | 15,171 | $32.3K | 0.00% | +4,958+48.5% | Added |
| Allworth Financial LP | 15,423 | $32.9K | 0.00% | +15,132+5,200.0% | Added |
| Dynamic Technology Lab Private Ltd | 15,439 | $33.0K | 0.00% | −600−3.7% | Reduced |
| D.A. Davidson & Co. | 15,501 | $33.0K | 0.00% | +15,501 | New |
| IFP Advisors, Inc | 15,800 | $33.7K | 0.00% | −104,117−86.8% | Reduced |
| Proequities, Inc. | 15,817 | $33.7K | 0.00% | −1,414−8.2% | Reduced |
| Kestra Private Wealth Services, LLC | 16,193 | $34.5K | 0.00% | −756−4.5% | Reduced |