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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 16,240 | $34.6K | 0.00% | −675−4.0% | Reduced |
| Nemes Rush Group LLC | 17,679 | $37.7K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 18,020 | $38.4K | 0.00% | +18,020 | New |
| West Family Investments, Inc. | 18,093 | $38.5K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,122 | $38.6K | 0.01% | −88,354−83.0% | Reduced |
| Breakwater Capital Group | 20,455 | $39.5K | 0.01% | −5,005−19.7% | Reduced |
| International Assets Investment Management, LLC | 18,630 | $39.7K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 19,053 | $40.6K | 0.00% | −8,854−31.7% | Reduced |
| Bleakley Financial Group, LLC | 19,053 | $40.6K | 0.00% | −8,854−31.7% | Reduced |
| Fisher Asset Management, LLC | 19,319 | $41.1K | 0.00% | +6,253+47.9% | Added |
| Moody National Bank Trust Division | 19,492 | $41.5K | 0.00% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 19,959 | $42.5K | 0.02% | +445+2.3% | Added |
| Spire Wealth Management | 19,960 | $42.5K | 0.00% | +445+2.3% | Added |
| David Loasby | 20,965 | $42.6K | 0.00% | +7,089+51.1% | Added |
| Park Circle Co | 20,000 | $42.6K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 20,160 | $42.9K | 0.00% | +20,160 | New |
| Savant Capital, LLC | 20,483 | $43.6K | 0.00% | +523+2.6% | Added |
| Arkadios Wealth Advisors | 21,075 | $44.9K | 0.00% | −4,479−17.5% | Reduced |
| Choate Investment Advisors | 21,228 | $45.2K | 0.00% | +21,228 | New |
| Great Diamond Partners, LLC | 21,260 | $45.3K | 0.01% | +383+1.8% | Added |
| Ieq Capital, LLC | 21,479 | $45.7K | 0.00% | +7,538+54.1% | Added |
| Peapack Gladstone Financial Corp | 22,001 | $47.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 22,325 | $47.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22,417 | $47.7K | 0.00% | −4,513−16.8% | Reduced |
| Assetmark, Inc | 22,692 | $48.3K | 0.00% | −96,760−81.0% | Reduced |
| Sage Mountain Advisors LLC | 23,032 | $49.1K | 0.01% | −196−0.8% | Reduced |
| Walleye Trading LLC | 23,243 | $49.5K | 0.00% | +23,243 | New |
| Stratos Wealth Partners, LTD. | 23,333 | $49.7K | 0.00% | +9,942+74.2% | Added |
| Keel Point, LLC | 23,489 | $50.0K | 0.01% | −4,294−15.5% | Reduced |
| Engineers Gate Manager LP | 23,719 | $50.5K | 0.00% | −7,476−24.0% | Reduced |
| PDS Planning, Inc | 24,379 | $51.9K | 0.01% | −2,592−9.6% | Reduced |
| Marino, Stram & Associates LLC | 24,503 | $52.2K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 24,714 | $52.6K | 0.01% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 24,950 | $53.1K | 0.03% | −3,595−12.6% | Reduced |
| Colonial Trust Co | 25,000 | $53.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 25,069 | $53.4K | 0.00% | +590+2.4% | Added |
| Pathstone Family Office, LLC | 26,090 | $55.6K | 0.00% | −8,160−23.8% | Reduced |
| Personal Cfo Solutions, LLC | 26,120 | $55.6K | 0.01% | +103+0.4% | Added |
| Centiva Capital, LP | 26,446 | $56.3K | 0.00% | +26,446 | New |
| Moreno Evelyn V | 26,955 | $57.4K | 0.01% | +26,955 | New |
| Addison Advisors LLC | 27,489 | $58.6K | 0.03% | −342−1.2% | Reduced |
| Glenmede Trust Co NA | 27,731 | $59.1K | 0.00% | −7,910−22.2% | Reduced |
| Crumly & Associates Inc. | 27,806 | $59.2K | 0.02% | +1,500+5.7% | Added |
| Prospera Financial Services Inc | 28,403 | $60.5K | 0.00% | +14,789+108.6% | Added |
| Five Oceans Advisors | 29,123 | $62.0K | 0.04% | +17+0.1% | Added |
| Cottonwood Capital Advisors, LLC | 29,475 | $62.8K | 0.06% | −20,842−41.4% | Reduced |
| Brookstone Capital Management | 31,522 | $63.0K | 0.00% | −3,145−9.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 30,000 | $63.9K | 0.00% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 30,003 | $63.9K | 0.03% | +2,394+8.7% | Added |
| Copperleaf Capital, LLC | 30,071 | $64.1K | 0.07% | +4,478+17.5% | Added |
| Sage Rhino Capital LLC | 30,672 | $65.3K | 0.02% | −931−2.9% | Reduced |
| Lindbrook Capital, LLC | 30,676 | $65.3K | 0.01% | +2,203+7.7% | Added |
| Holistic Financial Partners | 32,058 | $68.3K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 32,101 | $68.4K | 0.01% | +32,101 | New |
| ProVise Management Group, LLC | 32,801 | $69.9K | 0.01% | −7,122−17.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,208 | $72.9K | 0.00% | +34,208 | New |
| Scotia Capital Inc. | 34,450 | $73.4K | 0.00% | −11,195−24.5% | Reduced |
| Axxcess Wealth Management, LLC | 34,851 | $74.2K | 0.00% | +34,851 | New |
| Platform Technology Partners | 36,565 | $77.9K | 0.04% | −2,031−5.3% | Reduced |
| Drive Wealth Management, LLC | 36,810 | $78.4K | 0.03% | +3,409+10.2% | Added |
| Tranquilli Financial Advisor LLC | 36,916 | $78.6K | 0.06% | +8,872+31.6% | Added |
| Capital Asset Advisory Services LLC | 37,663 | $79.5K | 0.01% | −9,139−19.5% | Reduced |
| GTS Securities LLC | 39,366 | $83.8K | 0.00% | +39,366 | New |
| CFO4Life Group, LLC | 40,128 | $85.5K | 0.02% | −6,172−13.3% | Reduced |
| Legacy Financial Advisors, Inc. | 40,539 | $86.3K | 0.02% | +4,545+12.6% | Added |
| Kestra Advisory Services, LLC | 41,068 | $87.5K | 0.00% | +2,158+5.5% | Added |
| Raymond James Trust N.A. | 41,614 | $88.6K | 0.00% | −9,260−18.2% | Reduced |
| Boston Private Wealth LLC | 43,251 | $92.1K | 0.00% | +2,573+6.3% | Added |
| Rehmann Capital Advisory Group | 43,853 | $93.4K | 0.01% | −2,952−6.3% | Reduced |
| Prudential Financial Inc | 44,826 | $95.5K | 0.00% | +1,051+2.4% | Added |
| Enterprise Financial Services Corp | 45,485 | $96.9K | 0.07% | −2,090−4.4% | Reduced |
| M&T Bank Corp | 45,781 | $97.3K | 0.00% | −864−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 45,701 | $97.3K | 0.01% | −14,128−23.6% | Reduced |
| Apollon Wealth Management, LLC | 46,288 | $98.6K | 0.00% | +12,056+35.2% | Added |
| Schechter Investment Advisors, LLC | 46,381 | $98.8K | 0.01% | −13,054−22.0% | Reduced |
| Lincoln National Corp | 47,013 | $100.1K | 0.00% | +14,524+44.7% | Added |
| Virtue Capital Management, LLC | 46,075 | $100.9K | 0.02% | 00.0% | Unchanged |
| Optas, LLC | 47,374 | $100.9K | 0.03% | +5,636+13.5% | Added |
| Prudent Man Advisors, LLC | 49,314 | $105.0K | 0.04% | −1,703−3.3% | Reduced |
| Claro Advisors LLC | 49,531 | $105.5K | 0.03% | −2,606−5.0% | Reduced |
| Fort Point Capital Partners LLC | 50,603 | $107.8K | 0.02% | +603+1.2% | Added |
| Federation des caisses Desjardins du Quebec | 50,800 | $108.2K | 0.00% | −1,500−2.9% | Reduced |
| Perigon Wealth Management, LLC | 52,276 | $111.3K | 0.00% | +26,270+101.0% | Added |
| Valeo Financial Advisors, LLC | 52,340 | $111.5K | 0.01% | −2,972−5.4% | Reduced |
| Lake Street Advisors Group, LLC | 54,118 | $115.0K | 0.01% | +4,915+10.0% | Added |
| PFW Advisors LLC | 54,635 | $116.4K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 55,743 | $118.7K | 0.01% | −81,875−59.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 55,878 | $119.0K | 0.00% | −8,004−12.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 55,939 | $119.2K | 0.01% | +6,428+13.0% | Added |
| Cape Investment Advisory, Inc. | 56,505 | $120.4K | 0.07% | +2,539+4.7% | Added |
| State Street Corp | 56,854 | $121.1K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 57,545 | $122.6K | 0.00% | −321,303−84.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 58,404 | $124.4K | 0.00% | +7,675+15.1% | Added |
| Schonfeld Strategic Advisors LLC | 58,800 | $125.2K | 0.00% | +58,800 | New |
| Sequoia Financial Advisors, LLC | 59,259 | $126.2K | 0.00% | −13,556−18.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 60,549 | $129.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60,643 | $129.2K | 0.10% | −8,732−12.6% | Reduced |
| Aspen Grove Capital, LLC | 60,667 | $129.2K | 0.05% | +68+0.1% | Added |
| Synovus Financial Corp | 65,507 | $139.5K | 0.00% | −8,298−11.2% | Reduced |
| Ronald Blue Trust, Inc. | 63,775 | $140.0K | 0.00% | +35,953+129.2% | Added |