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 |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 30,672 | $65.3K | 0.02% | −931−2.9% | Reduced |
| Copperleaf Capital, LLC | 30,071 | $64.1K | 0.07% | +4,478+17.5% | Added |
| O'Keefe Stevens Advisory, Inc. | 30,003 | $63.9K | 0.03% | +2,394+8.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 30,000 | $63.9K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 31,522 | $63.0K | 0.00% | −3,145−9.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 29,475 | $62.8K | 0.06% | −20,842−41.4% | Reduced |
| Five Oceans Advisors | 29,123 | $62.0K | 0.04% | +17+0.1% | Added |
| Prospera Financial Services Inc | 28,403 | $60.5K | 0.00% | +14,789+108.6% | Added |
| Crumly & Associates Inc. | 27,806 | $59.2K | 0.02% | +1,500+5.7% | Added |
| Glenmede Trust Co NA | 27,731 | $59.1K | 0.00% | −7,910−22.2% | Reduced |
| Addison Advisors LLC | 27,489 | $58.6K | 0.03% | −342−1.2% | Reduced |
| Moreno Evelyn V | 26,955 | $57.4K | 0.01% | +26,955 | New |
| Centiva Capital, LP | 26,446 | $56.3K | 0.00% | +26,446 | New |
| Personal Cfo Solutions, LLC | 26,120 | $55.6K | 0.01% | +103+0.4% | Added |
| Pathstone Family Office, LLC | 26,090 | $55.6K | 0.00% | −8,160−23.8% | Reduced |
| Beacon Pointe Advisors, LLC | 25,069 | $53.4K | 0.00% | +590+2.4% | Added |
| Colonial Trust Co | 25,000 | $53.3K | 0.01% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 24,950 | $53.1K | 0.03% | −3,595−12.6% | Reduced |
| Octavia Wealth Advisors, LLC | 24,714 | $52.6K | 0.01% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 24,503 | $52.2K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 24,379 | $51.9K | 0.01% | −2,592−9.6% | Reduced |
| Engineers Gate Manager LP | 23,719 | $50.5K | 0.00% | −7,476−24.0% | Reduced |
| Keel Point, LLC | 23,489 | $50.0K | 0.01% | −4,294−15.5% | Reduced |
| Stratos Wealth Partners, LTD. | 23,333 | $49.7K | 0.00% | +9,942+74.2% | Added |
| Walleye Trading LLC | 23,243 | $49.5K | 0.00% | +23,243 | New |
| Sage Mountain Advisors LLC | 23,032 | $49.1K | 0.01% | −196−0.8% | Reduced |
| Assetmark, Inc | 22,692 | $48.3K | 0.00% | −96,760−81.0% | Reduced |
| Parallel Advisors, LLC | 22,417 | $47.7K | 0.00% | −4,513−16.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,325 | $47.3K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 22,001 | $47.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 21,479 | $45.7K | 0.00% | +7,538+54.1% | Added |
| Great Diamond Partners, LLC | 21,260 | $45.3K | 0.01% | +383+1.8% | Added |
| Choate Investment Advisors | 21,228 | $45.2K | 0.00% | +21,228 | New |
| Arkadios Wealth Advisors | 21,075 | $44.9K | 0.00% | −4,479−17.5% | Reduced |
| Savant Capital, LLC | 20,483 | $43.6K | 0.00% | +523+2.6% | Added |
| Davenport & Co LLC | 20,160 | $42.9K | 0.00% | +20,160 | New |
| Park Circle Co | 20,000 | $42.6K | 0.04% | 00.0% | Unchanged |
| David Loasby | 20,965 | $42.6K | 0.00% | +7,089+51.1% | Added |
| Spire Wealth Management | 19,960 | $42.5K | 0.00% | +445+2.3% | Added |
| Centurion Wealth Management LLC | 19,959 | $42.5K | 0.02% | +445+2.3% | Added |
| Moody National Bank Trust Division | 19,492 | $41.5K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 19,319 | $41.1K | 0.00% | +6,253+47.9% | Added |
| 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 |
| International Assets Investment Management, LLC | 18,630 | $39.7K | 0.01% | 00.0% | Unchanged |
| Breakwater Capital Group | 20,455 | $39.5K | 0.01% | −5,005−19.7% | Reduced |
| XTX Topco Ltd | 18,122 | $38.6K | 0.01% | −88,354−83.0% | Reduced |
| West Family Investments, Inc. | 18,093 | $38.5K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 18,020 | $38.4K | 0.00% | +18,020 | New |
| Nemes Rush Group LLC | 17,679 | $37.7K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 16,240 | $34.6K | 0.00% | −675−4.0% | Reduced |
| Kestra Private Wealth Services, LLC | 16,193 | $34.5K | 0.00% | −756−4.5% | Reduced |
| Proequities, Inc. | 15,817 | $33.7K | 0.00% | −1,414−8.2% | Reduced |
| IFP Advisors, Inc | 15,800 | $33.7K | 0.00% | −104,117−86.8% | Reduced |
| D.A. Davidson & Co. | 15,501 | $33.0K | 0.00% | +15,501 | New |
| Dynamic Technology Lab Private Ltd | 15,439 | $33.0K | 0.00% | −600−3.7% | Reduced |
| Allworth Financial LP | 15,423 | $32.9K | 0.00% | +15,132+5,200.0% | Added |
| First Horizon Advisors, Inc. | 15,171 | $32.3K | 0.00% | +4,958+48.5% | Added |
| Comerica Securities,inc. | 15,089 | $32.1K | 0.00% | −676−4.3% | Reduced |
| Seven Mile Advisory | 14,806 | $31.5K | 0.03% | −4,781−24.4% | Reduced |
| Two Sigma Advisers, LP | 14,700 | $31.3K | 0.00% | +14,700 | New |
| Financial Network Wealth Management LLC | 14,840 | $30.0K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 14,052 | $29.9K | 0.02% | −8,861−38.7% | Reduced |
| National Bank of Canada | 14,523 | $29.7K | 0.00% | −358−2.4% | Reduced |
| Vista Wealth Management Group, LLC | 13,578 | $28.9K | 0.00% | +13,578 | New |
| Newport Capital Group, LLC | 13,554 | $28.9K | 0.03% | +13,554 | New |
| Capital Investment Advisory Services, LLC | 13,500 | $28.8K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 13,496 | $28.7K | 0.00% | +13,496 | New |
| PFG Advisors | 13,261 | $28.2K | 0.00% | +13,261 | New |
| Sterling Financial Group, Inc. | 13,200 | $28.1K | 0.02% | +13,200 | New |
| Bank Hapoalim BM | 13,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 13,093 | $27.9K | 0.00% | +1,170+9.8% | Added |
| Pitcairn Co | 12,852 | $27.4K | 0.00% | −10,414−44.8% | Reduced |
| RMR Wealth Builders | 12,700 | $27.1K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 12,632 | $26.9K | 0.00% | +12,632 | New |
| 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 |
| Latitude Advisors, LLC | 12,578 | $26.8K | 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 |
| Fortune Financial Advisors, LLC | 12,083 | $26.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 12,049 | $25.7K | 0.01% | −466−3.7% | Reduced |
| FMB Wealth Management | 11,905 | $25.4K | 0.03% | −70−0.6% | Reduced |
| Auxier Asset Management | 11,500 | $24.5K | 0.00% | 00.0% | Unchanged |
| Callan Capital, LLC | 11,391 | $24.3K | 0.00% | +11,391 | New |
| AQR Capital Management LLC | 11,184 | $23.8K | 0.00% | +11,184 | New |
| Summit Trail Advisors, LLC | 10,926 | $23.3K | 0.00% | −3,096−22.1% | Reduced |
| Hoxton Planning & Management, LLC | 10,657 | $23.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 10,749 | $22.9K | 0.00% | +1,314+13.9% | Added |
| Corundum Group, Inc. | 10,742 | $22.9K | 0.01% | −717−6.3% | Reduced |
| Pacifica Partners Inc. | 11,175 | $22.6K | 0.01% | 00.0% | Unchanged |
| Foster Group, Inc. | 10,544 | $22.5K | 0.00% | +10,544 | New |
| Park Place Capital Corp | 10,357 | $22.1K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 10,228 | $21.8K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 10,193 | $21.7K | 0.00% | −6,083−37.4% | Reduced |
| Snowden Capital Advisors LLC | 10,182 | $21.7K | 0.00% | +10,182 | New |
| Good Life Advisors, LLC | 10,166 | $21.7K | 0.00% | +10,166 | New |
| Xponance, Inc. | 10,144 | $21.6K | 0.00% | +10,144 | New |
| Robertson Stephens Wealth Management, LLC | 10,076 | $21.5K | 0.00% | +10,076 | New |
| SRS Capital Advisors, Inc. | 10,054 | $21.4K | 0.00% | +163+1.6% | Added |