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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 191,010 | $406.9K | 0.15% | +6,399+3.5% | Added |
| Ritholtz Wealth Management | 183,098 | $390.0K | 0.02% | −295−0.2% | Reduced |
| HRT Financial LP | 179,025 | $381.0K | 0.00% | −1,188,167−86.9% | Reduced |
| Voya Financial Advisors, Inc. | 176,500 | $377.7K | 0.05% | +12,298+7.5% | Added |
| Signaturefd, LLC | 172,581 | $367.6K | 0.01% | +11,088+6.9% | Added |
| Citadel Advisors LLC | 169,969 | $362.0K | 0.00% | −4,697,704−96.5% | Reduced |
| Gallacher Capital Management LLC | 167,771 | $357.4K | 0.22% | +6,455+4.0% | Added |
| Anchor Investment Management, LLC | 161,250 | $343.5K | 0.04% | −1,250−0.8% | Reduced |
| Pacer Advisors, Inc. | 157,371 | $335.2K | 0.00% | +12,684+8.8% | Added |
| Rhumbline Advisers | 151,147 | $321.9K | 0.00% | −1,655−1.1% | Reduced |
| Eagle Asset Management Inc | 148,336 | $316.0K | 0.00% | −4,182−2.7% | Reduced |
| Pinnacle Associates Ltd | 145,605 | $310.1K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 138,609 | $295.2K | 0.01% | +138,609 | New |
| Flow Traders U.S. LLC | 135,919 | $290.0K | 0.01% | +51,103+60.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 131,062 | $279.2K | 0.06% | +14,945+12.9% | Added |
| Cable Hill Partners, LLC | 127,384 | $271.3K | 0.04% | +25,475+25.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 122,640 | $261.0K | 0.00% | +19,858+19.3% | Added |
| Eqis Capital Management, Inc. | 121,537 | $258.9K | 0.03% | −102,400−45.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 123,252 | $255.1K | 0.03% | +11,932+10.7% | Added |
| Syon Capital LLC | 118,030 | $251.4K | 0.03% | +118,030 | New |
| Quadrant Capital Group LLC | 117,373 | $250.0K | 0.03% | +24,049+25.8% | Added |
| Cerity Partners LLC | 116,425 | $248.0K | 0.00% | −60,830−34.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 113,404 | $241.6K | 0.02% | +5,951+5.5% | Added |
| First Affirmative Financial Network | 109,469 | $233.2K | 0.23% | +29,475+36.8% | Added |
| Cypress Wealth Services, LLC | 108,983 | $232.1K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 107,395 | $228.8K | 0.02% | +44,162+69.8% | Added |
| Continuum Advisory, LLC | 106,360 | $226.5K | 0.04% | +3,296+3.2% | Added |
| Park Avenue Securities LLC | 99,904 | $213.0K | 0.00% | +99,904 | New |
| CI Private Wealth, LLC | 99,769 | $211.5K | 0.00% | +3,790+3.9% | Added |
| Qtron Investments LLC | 99,222 | $211.3K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 98,913 | $210.7K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 94,947 | $202.2K | 0.02% | −8,903−8.6% | Reduced |
| Earnest Partners LLC | 91,709 | $195.3K | 0.00% | +4,700+5.4% | Added |
| Cetera Investment Advisers | 91,326 | $194.5K | 0.00% | +13,700+17.6% | Added |
| Independent Advisor Alliance | 89,453 | $190.5K | 0.01% | +18,320+25.8% | Added |
| Foundations Investment Advisors, LLC | 88,962 | $189.5K | 0.01% | −55,134−38.3% | Reduced |
| Advisory Services Network, LLC | 88,060 | $187.6K | 0.01% | +78+0.1% | Added |
| Tower Research Capital LLC (TRC) | 86,322 | $183.9K | 0.01% | +48,519+128.3% | Added |
| BSW Wealth Partners | 83,611 | $178.1K | 0.04% | +35,599+74.1% | Added |
| Marcum Wealth, LLC | 83,428 | $177.7K | 0.02% | +1,664+2.0% | Added |
| Stephens Inc | 80,999 | $172.5K | 0.00% | +4,925+6.5% | Added |
| HSBC Holdings PLC | 79,506 | $169.3K | 0.00% | −827−1.0% | Reduced |
| Evergreen Capital Management LLC | 79,094 | $168.5K | 0.01% | −12,029−13.2% | Reduced |
| Ballentine Partners, LLC | 78,666 | $167.6K | 0.00% | +22,911+41.1% | Added |
| Avantax Advisory Services, Inc. | 78,452 | $167.1K | 0.00% | +45,050+134.9% | Added |
| Rodgers Brothers Inc. | 77,000 | $164.0K | 0.03% | +77,000 | New |
| Alliance Wealth Advisors, LLC | 76,437 | $162.8K | 0.12% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 72,486 | $154.4K | 0.07% | +4,656+6.9% | Added |
| Toronto Dominion Bank | 69,605 | $148.3K | 0.00% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 68,533 | $146.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 65,750 | $140.0K | 0.01% | +65,750 | New |
| Ronald Blue Trust, Inc. | 63,775 | $140.0K | 0.00% | +35,953+129.2% | Added |
| Synovus Financial Corp | 65,507 | $139.5K | 0.00% | −8,298−11.2% | Reduced |
| Aspen Grove Capital, LLC | 60,667 | $129.2K | 0.05% | +68+0.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 60,643 | $129.2K | 0.10% | −8,732−12.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 60,549 | $129.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 59,259 | $126.2K | 0.00% | −13,556−18.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 58,800 | $125.2K | 0.00% | +58,800 | New |
| Northwestern Mutual Wealth Management Co | 58,404 | $124.4K | 0.00% | +7,675+15.1% | Added |
| Balyasny Asset Management LLC | 57,545 | $122.6K | 0.00% | −321,303−84.8% | Reduced |
| State Street Corp | 56,854 | $121.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 56,505 | $120.4K | 0.07% | +2,539+4.7% | Added |
| Dorsey & Whitney Trust CO LLC | 55,939 | $119.2K | 0.01% | +6,428+13.0% | Added |
| Buckingham Strategic Wealth, LLC | 55,878 | $119.0K | 0.00% | −8,004−12.5% | Reduced |
| Two Sigma Securities, LLC | 55,743 | $118.7K | 0.01% | −81,875−59.5% | Reduced |
| PFW Advisors LLC | 54,635 | $116.4K | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 54,118 | $115.0K | 0.01% | +4,915+10.0% | Added |
| Valeo Financial Advisors, LLC | 52,340 | $111.5K | 0.01% | −2,972−5.4% | Reduced |
| Perigon Wealth Management, LLC | 52,276 | $111.3K | 0.00% | +26,270+101.0% | Added |
| Federation des caisses Desjardins du Quebec | 50,800 | $108.2K | 0.00% | −1,500−2.9% | Reduced |
| Fort Point Capital Partners LLC | 50,603 | $107.8K | 0.02% | +603+1.2% | Added |
| Claro Advisors LLC | 49,531 | $105.5K | 0.03% | −2,606−5.0% | Reduced |
| Prudent Man Advisors, LLC | 49,314 | $105.0K | 0.04% | −1,703−3.3% | Reduced |
| Optas, LLC | 47,374 | $100.9K | 0.03% | +5,636+13.5% | Added |
| Virtue Capital Management, LLC | 46,075 | $100.9K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 47,013 | $100.1K | 0.00% | +14,524+44.7% | Added |
| Schechter Investment Advisors, LLC | 46,381 | $98.8K | 0.01% | −13,054−22.0% | Reduced |
| Apollon Wealth Management, LLC | 46,288 | $98.6K | 0.00% | +12,056+35.2% | Added |
| Checchi Capital Advisers, LLC | 45,701 | $97.3K | 0.01% | −14,128−23.6% | Reduced |
| M&T Bank Corp | 45,781 | $97.3K | 0.00% | −864−1.9% | Reduced |
| Enterprise Financial Services Corp | 45,485 | $96.9K | 0.07% | −2,090−4.4% | Reduced |
| Prudential Financial Inc | 44,826 | $95.5K | 0.00% | +1,051+2.4% | Added |
| Rehmann Capital Advisory Group | 43,853 | $93.4K | 0.01% | −2,952−6.3% | Reduced |
| Boston Private Wealth LLC | 43,251 | $92.1K | 0.00% | +2,573+6.3% | Added |
| Raymond James Trust N.A. | 41,614 | $88.6K | 0.00% | −9,260−18.2% | Reduced |
| Kestra Advisory Services, LLC | 41,068 | $87.5K | 0.00% | +2,158+5.5% | Added |
| Legacy Financial Advisors, Inc. | 40,539 | $86.3K | 0.02% | +4,545+12.6% | Added |
| CFO4Life Group, LLC | 40,128 | $85.5K | 0.02% | −6,172−13.3% | Reduced |
| GTS Securities LLC | 39,366 | $83.8K | 0.00% | +39,366 | New |
| Capital Asset Advisory Services LLC | 37,663 | $79.5K | 0.01% | −9,139−19.5% | Reduced |
| Tranquilli Financial Advisor LLC | 36,916 | $78.6K | 0.06% | +8,872+31.6% | Added |
| Drive Wealth Management, LLC | 36,810 | $78.4K | 0.03% | +3,409+10.2% | Added |
| Platform Technology Partners | 36,565 | $77.9K | 0.04% | −2,031−5.3% | Reduced |
| Axxcess Wealth Management, LLC | 34,851 | $74.2K | 0.00% | +34,851 | New |
| Scotia Capital Inc. | 34,450 | $73.4K | 0.00% | −11,195−24.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,208 | $72.9K | 0.00% | +34,208 | New |
| ProVise Management Group, LLC | 32,801 | $69.9K | 0.01% | −7,122−17.8% | Reduced |
| Clarius Group, LLC | 32,101 | $68.4K | 0.01% | +32,101 | New |
| Holistic Financial Partners | 32,058 | $68.3K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30,676 | $65.3K | 0.01% | +2,203+7.7% | Added |