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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 10,029 | $21.4K | 0.00% | +10,029 | New |
| 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 |
| CWM, LLC | 9,659 | $21.0K | 0.00% | −3,383−25.9% | Reduced |
| AlphaMark Advisors, LLC | 9,572 | $20.0K | 0.01% | +9,572 | New |
| First Manhattan Co | 9,229 | $19.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,126 | $17.0K | 0.00% | +8,126 | New |
| TD Waterhouse Canada Inc. | 7,100 | $16.9K | 0.00% | −874−11.0% | Reduced |
| Fifth Third Bancorp | 6,580 | $14.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,470 | $13.8K | 0.01% | −8,308−56.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,338 | $9.24K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,000 | $8.52K | 0.00% | +4,000 | New |
| Russell Investments Group, Ltd. | 3,322 | $7.08K | 0.00% | +1,447+77.2% | Added |
| Private Trust Co NA | 3,131 | $6.67K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,090 | $6.58K | 0.00% | −2,553−45.2% | Reduced |
| HHM Wealth Advisors, LLC | 2,877 | $6.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,865 | $6.10K | 0.00% | −352−10.9% | Reduced |
| Raffa Wealth Management, LLC | 2,712 | $5.78K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,638 | $5.62K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,450 | $5.22K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,538 | $5.00K | 0.00% | +2,538 | New |
| Investors Research Corp | 2,135 | $4.55K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,050 | $4.37K | 0.00% | −15,467−88.3% | Reduced |
| GW&K Investment Management, LLC | 1,677 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,667 | $3.55K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,547 | $3.29K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,231 | $2.62K | 0.00% | +172+16.2% | Added |
| Jones Financial Companies LLLP | 1,206 | $2.57K | 0.00% | +1,206 | New |
| HighMark Wealth Management LLC | 1,047 | $2.23K | 0.00% | +11+1.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 967 | $2.06K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 824 | $1.75K | 0.00% | −11,139−93.1% | Reduced |
| TFC Financial Management | 800 | $1.70K | 0.00% | +800 | New |
| Umb Bank N A | 718 | $1.53K | 0.00% | −8,280−92.0% | Reduced |
| Farther Finance Advisors, LLC | 636 | $1.35K | 0.00% | +168+35.9% | Added |
| Bellevue Asset Management, LLC | 630 | $1.34K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 540 | $1.15K | 0.00% | +540 | New |
| HBC Financial Services, PLLC | 500 | $1.00K | 0.00% | +500 | New |
| Antonetti Capital Management LLC | 454 | $968 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 450 | $959 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 375 | $799 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 322 | $686 | 0.00% | +322 | New |
| Sofos Investments, Inc. | 317 | $617 | 0.00% | +315+15,750.0% | Added |
| Abound Wealth Management | 251 | $535 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 250 | $533 | 0.00% | +140+127.3% | Added |
| Bell Investment Advisors, Inc | 249 | $531 | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 205 | $434 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 174 | $371 | 0.00% | +174 | New |
| Householder Group Estate & Retirement Specialist, LLC | 142 | $304 | 0.00% | +142 | New |
| Rosenberg Matthew Hamilton | 44 | $94 | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 34 | $72 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $2 | 0.00% | −1,102−99.9% | Reduced |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −4,282,360−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −232,318−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −216,301−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −204,998−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −133,788−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −68,834−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −66,604−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −54,030−100.0% | Sold out |
| Palladiem, LLC | 0 | $0 | 0.00% | −46,195−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −42,781−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −32,647−100.0% | Sold out |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −31,520−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −27,591−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −18,348−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −18,311−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −14,890−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −13,902−100.0% | Sold out |
| Avenue 1 Advisors, LLC | 0 | $0 | 0.00% | −12,866−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −11,716−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −11,449−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −11,251−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −10,919−100.0% | Sold out |
| Blue Investment Partners LLC | 0 | $0 | 0.00% | −10,474−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −10,372−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −10,101−100.0% | Sold out |
| SFE Investment Counsel | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −10,072−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −9,328−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5,307−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −3,631−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,168−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |