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Livermore
ZHEN

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.

Other share classesLLDTFLLOBF

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.

Institutional holdersQ3 2023: 351 institutions
Q1 2021: 228 institutionsQ2 2021: 243 institutionsQ3 2021: 255 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 298 institutionsQ3 2022: 298 institutionsQ4 2022: 320 institutionsQ1 2023: 330 institutionsQ2 2023: 342 institutionsQ3 2023: 351 institutionsQ4 2023: 392 institutionsQ1 2024: 389 institutionsQ2 2024: 425 institutionsQ3 2024: 431 institutionsQ4 2024: 456 institutionsQ1 2025: 455 institutionsQ2 2025: 478 institutionsQ3 2025: 480 institutionsQ4 2025: 517 institutionsQ1 2026: 572 institutionsQ2 2026: 613 institutions
Value heldQ3 2023: $677.7M
Q1 2021: $573.3MQ2 2021: $688.5MQ3 2021: $612.5MQ4 2021: $708.3MQ1 2022: $748.6MQ2 2022: $668.1MQ3 2022: $656.4MQ4 2022: $781.1MQ1 2023: $809.7MQ2 2023: $769.2MQ3 2023: $677.7MQ4 2023: $869.0MQ1 2024: $961.5MQ2 2024: $1.05BQ3 2024: $1.26BQ4 2024: $1.14BQ1 2025: $2.05BQ2 2025: $2.15BQ3 2025: $2.40BQ4 2025: $2.69BQ1 2026: $3.07BQ2 2026: $3.45B
Institutions holding LYG and their total value by quarter
QuarterHoldersValue
Q2 2026613$3.45B
Q1 2026572$3.07B
Q4 2025517$2.69B
Q3 2025480$2.40B
Q2 2025478$2.15B
Q1 2025455$2.05B
Q4 2024456$1.14B
Q3 2024431$1.26B
Q2 2024425$1.05B
Q1 2024389$961.5M
Q4 2023392$869.0M
Q3 2023351$677.7M
Q2 2023342$769.2M
Q1 2023330$809.7M
Q4 2022320$781.1M
Q3 2022298$656.4M
Q2 2022298$668.1M
Q1 2022298$748.6M
Q4 2021282$708.3M
Q3 2021255$612.5M
Q2 2021243$688.5M
Q1 2021228$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.

Institutions holding LYG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dynamic Advisor Solutions LLC65,750$140.0K0.01%+65,750New
Cidel Asset Management Inc68,533$146.0K0.01%00.0%Unchanged
Toronto Dominion Bank69,605$148.3K0.00%00.0%Unchanged
Gitterman Wealth Management, LLC72,486$154.4K0.07%+4,656+6.9%Added
Alliance Wealth Advisors, LLC76,437$162.8K0.12%00.0%Unchanged
Rodgers Brothers Inc.77,000$164.0K0.03%+77,000New
Avantax Advisory Services, Inc.78,452$167.1K0.00%+45,050+134.9%Added
Ballentine Partners, LLC78,666$167.6K0.00%+22,911+41.1%Added
Evergreen Capital Management LLC79,094$168.5K0.01%−12,029−13.2%Reduced
HSBC Holdings PLC79,506$169.3K0.00%−827−1.0%Reduced
Stephens Inc80,999$172.5K0.00%+4,925+6.5%Added
Marcum Wealth, LLC83,428$177.7K0.02%+1,664+2.0%Added
BSW Wealth Partners83,611$178.1K0.04%+35,599+74.1%Added
Tower Research Capital LLC (TRC)86,322$183.9K0.01%+48,519+128.3%Added
Advisory Services Network, LLC88,060$187.6K0.01%+78+0.1%Added
Foundations Investment Advisors, LLC88,962$189.5K0.01%−55,134−38.3%Reduced
Independent Advisor Alliance89,453$190.5K0.01%+18,320+25.8%Added
Cetera Investment Advisers91,326$194.5K0.00%+13,700+17.6%Added
Earnest Partners LLC91,709$195.3K0.00%+4,700+5.4%Added
CAPROCK Group, Inc.94,947$202.2K0.02%−8,903−8.6%Reduced
Forum Financial Management, LP98,913$210.7K0.00%00.0%Unchanged
Qtron Investments LLC99,222$211.3K0.04%00.0%Unchanged
CI Private Wealth, LLC99,769$211.5K0.00%+3,790+3.9%Added
Park Avenue Securities LLC99,904$213.0K0.00%+99,904New
Continuum Advisory, LLC106,360$226.5K0.04%+3,296+3.2%Added
We Are One Seven, LLC107,395$228.8K0.02%+44,162+69.8%Added
Cypress Wealth Services, LLC108,983$232.1K0.06%00.0%Unchanged
First Affirmative Financial Network109,469$233.2K0.23%+29,475+36.8%Added
Knights of Columbus Asset Advisors LLC113,404$241.6K0.02%+5,951+5.5%Added
Cerity Partners LLC116,425$248.0K0.00%−60,830−34.3%Reduced
Quadrant Capital Group LLC117,373$250.0K0.03%+24,049+25.8%Added
Syon Capital LLC118,030$251.4K0.03%+118,030New
Foster Victor Wealth Advisors, LLC123,252$255.1K0.03%+11,932+10.7%Added
Eqis Capital Management, Inc.121,537$258.9K0.03%−102,400−45.7%Reduced
Cambridge Investment Research Advisors, Inc.122,640$261.0K0.00%+19,858+19.3%Added
Cable Hill Partners, LLC127,384$271.3K0.04%+25,475+25.0%Added
Patriot Financial Group Insurance Agency, LLC131,062$279.2K0.06%+14,945+12.9%Added
Flow Traders U.S. LLC135,919$290.0K0.01%+51,103+60.3%Added
Vident Advisory, LLC138,609$295.2K0.01%+138,609New
Pinnacle Associates Ltd145,605$310.1K0.01%00.0%Unchanged
Eagle Asset Management Inc148,336$316.0K0.00%−4,182−2.7%Reduced
Rhumbline Advisers151,147$321.9K0.00%−1,655−1.1%Reduced
Pacer Advisors, Inc.157,371$335.2K0.00%+12,684+8.8%Added
Anchor Investment Management, LLC161,250$343.5K0.04%−1,250−0.8%Reduced
Gallacher Capital Management LLC167,771$357.4K0.22%+6,455+4.0%Added
Citadel Advisors LLC169,969$362.0K0.00%−4,697,704−96.5%Reduced
Signaturefd, LLC172,581$367.6K0.01%+11,088+6.9%Added
Voya Financial Advisors, Inc.176,500$377.7K0.05%+12,298+7.5%Added
HRT Financial LP179,025$381.0K0.00%−1,188,167−86.9%Reduced
Ritholtz Wealth Management183,098$390.0K0.02%−295−0.2%Reduced
Legacy Wealth Asset Management, LLC191,010$406.9K0.15%+6,399+3.5%Added
Wetherby Asset Management Inc193,518$412.2K0.02%−31,576−14.0%Reduced
Cresset Asset Management, LLC194,520$414.3K0.00%+19,108+10.9%Added
Edge Wealth Management LLC200,000$426.0K0.10%00.0%Unchanged
Invesco Ltd.203,311$433.1K0.00%−121,592−37.4%Reduced
Janney Montgomery Scott LLC209,497$446.0K0.00%−760−0.4%Reduced
Susquehanna International Group, LLP218,253$464.9K0.00%+179,741+466.7%Added
Ellevest, Inc.221,439$471.7K0.04%+19,106+9.4%Added
Boston Common Asset Management, LLC224,337$478.0K0.01%−1,126,163−83.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.229,276$488.4K0.00%−144−0.1%Reduced
Brinker Capital Investments, LLC229,741$489.3K0.01%+7,275+3.3%Added
Orion Portfolio Solutions, LLC229,741$489.3K0.01%+7,275+3.3%Added
Compagnie Lombard Odier SCmA229,903$489.7K0.01%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.230,226$490.4K0.00%+230,226New
Cetera Advisors LLC233,086$496.5K0.01%+2,206+1.0%Added
Naviter Wealth, LLC247,290$526.9K0.13%+23,981+10.7%Added
Private Advisor Group, LLC247,732$527.7K0.00%−360,033−59.2%Reduced
Advisor Partners II, LLC249,040$530.5K0.02%+3,764+1.5%Added
Captrust Financial Advisors254,356$541.8K0.00%+174,831+219.8%Added
Charles Schwab Investment Management Inc260,350$554.5K0.00%+67,485+35.0%Added
Yousif Capital Management, LLC265,182$564.8K0.01%−7,760−2.8%Reduced
Truist Financial Corp266,567$567.8K0.00%+42,084+18.7%Added
Intrust Bank NA284,385$605.7K0.08%−164−0.1%Reduced
Harel Insurance Investments & Financial Services Ltd.286,740$611.0K0.01%+286,740New
Quantbot Technologies LP287,358$612.1K0.04%+150,630+110.2%Added
US Bancorp287,840$613.1K0.00%−6,816−2.3%Reduced
Veriti Management LLC297,445$633.6K0.07%−90,435−23.3%Reduced
Global Retirement Partners, LLC321,276$652.2K0.03%−22,988−6.7%Reduced
JustInvest LLC313,027$666.7K0.02%−27,129−8.0%Reduced
Creative Planning357,764$762.0K0.00%−19,586−5.2%Reduced
Susquehanna International Securities, Ltd.361,343$769.7K0.65%+15,363+4.4%Added
Cubist Systematic Strategies, LLC397,805$847.3K0.01%−386,143−49.3%Reduced
Royal Bank of Canada402,167$855.0K0.00%+32,624+8.8%Added
Mariner, LLC403,184$858.8K0.00%−166,587−29.2%Reduced
Vestmark Advisory Solutions, Inc.432,976$922.2K0.07%−204,850−32.1%Reduced
NewEdge Wealth, LLC432,976$922.2K0.03%+6,025+1.4%Added
Massachusetts Financial Services Co436,080$928.9K0.00%+56,658+14.9%Added
Mercer Global Advisors Inc455,052$969.0K0.00%+80,782+21.6%Added
Two Sigma Investments, LP482,297$1.03M0.00%−202,000−29.5%Reduced
Stifel Financial Corp497,090$1.06M0.00%+34,697+7.5%Added
O'Shaughnessy Asset Management, LLC536,764$1.14M0.02%+145,059+37.0%Added
Bank of New York Mellon Corp551,338$1.17M0.00%−84,029−13.2%Reduced
HighTower Advisors, LLC553,605$1.18M0.00%+84,885+18.1%Added
SEI Investments Co624,860$1.33M0.00%−52,784−7.8%Reduced
Acadian Asset Management LLC640,298$1.36M0.01%+640,298New
First Trust Advisors LP671,695$1.43M0.00%+49,113+7.9%Added
Oppenheimer Asset Management Inc.696,752$1.48M0.02%−22,043−3.1%Reduced
Raymond James Financial Services Advisors, Inc.707,999$1.51M0.00%+134,075+23.4%Added
DRW Securities, LLC724,741$1.54M0.12%−19,479−2.6%Reduced
Squarepoint Ops LLC753,135$1.60M0.01%+486,746+182.7%Added