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, Q4 2023
Institutional positions in Lloyds Banking Group plc as of Dec 31, 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
- 392
- +47 vs. Q3 2023
- Shares held
- 376.6M
- +58.7M (+18.5%) vs. Q3 2023
- Total value
- $869.0M
- +$192.0M (+28.3%) vs. Q3 2023
- New holders
- 76
- 151 more added
- Sold out
- 29
- 108 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | 64,597,267 | $154.4M | 2.44% | +35,465,811+121.7% | Added |
| Goldman Sachs Group Inc | 22,166,362 | $53.0M | 0.01% | +1,180,775+5.6% | Added |
| Morningstar Investment Services LLC | 21,147,627 | $51.0M | 0.29% | +10,406,673+96.9% | Added |
| Morgan Stanley | 19,198,754 | $45.9M | 0.00% | −161,926−0.8% | Reduced |
| Dimensional Fund Advisors LP | 18,625,679 | $44.5M | 0.01% | +439,009+2.4% | Added |
| Macquarie Group Ltd | 17,355,452 | $41.5M | 0.05% | −8,702,300−33.4% | Reduced |
| CIBC Private Wealth Group, LLC | 29,696,591 | $39.8M | 0.08% | +17,814,615+149.9% | Added |
| FMR LLC | 16,619,338 | $39.7M | 0.00% | +1,678,784+11.2% | Added |
| Arrowstreet Capital, Limited Partnership | 14,266,424 | $34.1M | 0.04% | −2,711,527−16.0% | Reduced |
| Northern Trust Corp | 9,834,063 | $23.5M | 0.00% | +85,325+0.9% | Added |
| Bank of America Corp | 9,102,888 | $21.8M | 0.00% | +120,200+1.3% | Added |
| Natixis Advisors, L.P. | 7,122,268 | $17.0M | 0.04% | +1,840,413+34.8% | Added |
| BlackRock Inc. | 6,609,966 | $15.8M | 0.00% | +695,009+11.8% | Added |
| Millennium Management LLC | 5,990,313 | $14.3M | 0.01% | +1,824,648+43.8% | Added |
| Envestnet Asset Management Inc | 5,668,785 | $13.5M | 0.01% | +1,387,853+32.4% | Added |
| Crossmark Global Holdings, Inc. | 5,100,518 | $12.2M | 0.25% | −159,733−3.0% | Reduced |
| Janney Capital Management LLC | 4,924,025 | $11.8M | 0.79% | −433,726−8.1% | Reduced |
| Cowen Investment Management LLC | 4,421,183 | $10.6M | 12.96% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,282,633 | $10.2M | 0.00% | +373,410+9.6% | Added |
| American Century Companies Inc | 4,269,259 | $10.2M | 0.01% | +282,831+7.1% | Added |
| Wells Fargo & Company | 4,119,012 | $9.84M | 0.00% | −171,326−4.0% | Reduced |
| First Eagle Investment Management, LLC | 3,716,987 | $8.88M | 0.02% | +336,581+10.0% | Added |
| CIBC World Markets Inc. | 3,385,679 | $8.09M | 0.02% | +576,901+20.5% | Added |
| Ameriprise Financial Inc | 2,919,936 | $6.99M | 0.00% | +121,339+4.3% | Added |
| Neuberger Berman Group LLC | 2,732,656 | $6.55M | 0.01% | +37,212+1.4% | Added |
| Raymond James & Associates | 2,443,769 | $5.84M | 0.00% | +471,656+23.9% | Added |
| Bard Financial Services, Inc. | 2,408,470 | $5.76M | 0.65% | +44,150+1.9% | Added |
| Optiver Holding B.V. | 2,368,229 | $5.75M | 0.17% | −4,169,665−63.8% | Reduced |
| UBS Group AG | 2,296,475 | $5.49M | 0.00% | +11,428+0.5% | Added |
| Renaissance Technologies LLC | 2,256,235 | $5.39M | 0.01% | −749,565−24.9% | Reduced |
| Old Mission Capital LLC | 2,243,706 | $5.36M | 0.15% | +1,358,806+153.6% | Added |
| Norges Bank | 2,000,000 | $4.78M | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 1,747,733 | $4.18M | 0.12% | +378,773+27.7% | Added |
| QRG Capital Management, Inc. | 1,537,062 | $3.67M | 0.05% | +688,570+81.2% | Added |
| Franklin Resources Inc | 1,505,728 | $3.60M | 0.00% | +7,363+0.5% | Added |
| Price T Rowe Associates Inc | 1,480,127 | $3.54M | 0.00% | +95,471+6.9% | Added |
| Meritage Portfolio Management | 1,451,800 | $3.47M | 0.23% | +1,451,800 | New |
| Citadel Advisors LLC | 1,398,028 | $3.34M | 0.00% | +1,228,059+722.5% | Added |
| Timber Creek Capital Management LLC | 1,319,215 | $3.15M | 1.07% | −1,373−0.1% | Reduced |
| LPL Financial LLC | 1,135,670 | $2.71M | 0.00% | +146,304+14.8% | Added |
| Advisors Management Group Inc | 1,076,105 | $2.57M | 0.70% | −19,742−1.8% | Reduced |
| MML Investors Services, LLC | 1,040,731 | $2.49M | 0.01% | +272,547+35.5% | Added |
| Mercer Global Advisors Inc | 1,004,469 | $2.40M | 0.01% | +549,417+120.7% | Added |
| Mesirow Financial Investment Management, Inc. | 1,001,522 | $2.39M | 0.09% | +1,001,522 | New |
| O'Shaughnessy Asset Management, LLC | 957,858 | $2.29M | 0.03% | +421,094+78.5% | Added |
| Commonwealth Equity Services, LLC | 932,976 | $2.23M | 0.00% | −1,143−0.1% | Reduced |
| Henry James International Management, Inc. | 917,665 | $2.19M | 0.82% | −18,508−2.0% | Reduced |
| Cetera Advisor Networks LLC | 886,392 | $2.12M | 0.01% | −20,408−2.3% | Reduced |
| Citigroup Inc | 796,905 | $1.90M | 0.00% | −83,156−9.4% | Reduced |
| Semmax Financial Advisors Inc. | 920,469 | $1.86M | 0.68% | −103,560−10.1% | Reduced |
| Rockefeller Capital Management L.P. | 709,163 | $1.69M | 0.01% | −54,465−7.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 685,682 | $1.64M | 0.00% | −22,317−3.2% | Reduced |
| Oppenheimer Asset Management Inc. | 654,409 | $1.56M | 0.02% | −42,343−6.1% | Reduced |
| DRW Securities, LLC | 647,536 | $1.55M | 0.05% | −77,205−10.7% | Reduced |
| SEI Investments Co | 631,445 | $1.51M | 0.00% | +6,585+1.1% | Added |
| English Capital Management LLC | 629,115 | $1.50M | 1.29% | +629,115 | New |
| First Trust Advisors LP | 619,502 | $1.48M | 0.00% | −52,193−7.8% | Reduced |
| HighTower Advisors, LLC | 612,386 | $1.47M | 0.00% | +58,781+10.6% | Added |
| Bank of New York Mellon Corp | 611,407 | $1.46M | 0.00% | +60,069+10.9% | Added |
| Squarepoint Ops LLC | 606,969 | $1.45M | 0.01% | −146,166−19.4% | Reduced |
| Stifel Financial Corp | 591,039 | $1.41M | 0.00% | +93,949+18.9% | Added |
| Jane Street Group, LLC | 589,466 | $1.41M | 0.00% | −4,690,107−88.8% | Reduced |
| Creative Planning | 583,972 | $1.40M | 0.00% | +226,208+63.2% | Added |
| Advisor Group Holdings, Inc. | 486,907 | $1.16M | 0.00% | −292,999−37.6% | Reduced |
| Royal Bank of Canada | 475,142 | $1.14M | 0.00% | +72,975+18.1% | Added |
| Massachusetts Financial Services Co | 473,636 | $1.13M | 0.00% | +37,556+8.6% | Added |
| Mariner, LLC | 470,631 | $1.12M | 0.00% | +67,447+16.7% | Added |
| Vestmark Advisory Solutions, Inc. | 432,897 | $1.03M | 0.05% | −790.0% | Reduced |
| NewEdge Wealth, LLC | 432,897 | $1.03M | 0.03% | −790.0% | Reduced |
| Cubist Systematic Strategies, LLC | 419,035 | $1.00M | 0.01% | +21,230+5.3% | Added |
| HRT Financial LP | 411,336 | $983.0K | 0.01% | +232,311+129.8% | Added |
| Charles Schwab Investment Management Inc | 399,179 | $954.0K | 0.00% | +138,829+53.3% | Added |
| JustInvest LLC | 397,619 | $950.3K | 0.02% | +84,592+27.0% | Added |
| Qtron Investments LLC | 369,351 | $882.7K | 0.14% | +270,129+272.2% | Added |
| Ritholtz Wealth Management | 344,708 | $823.9K | 0.03% | +161,610+88.3% | Added |
| Sequoia Financial Advisors, LLC | 330,631 | $790.2K | 0.01% | +271,372+457.9% | Added |
| Susquehanna International Group, LLP | 325,876 | $778.8K | 0.00% | +107,623+49.3% | Added |
| US Bancorp | 323,708 | $773.7K | 0.00% | +35,868+12.5% | Added |
| Veriti Management LLC | 309,779 | $740.4K | 0.07% | +12,334+4.1% | Added |
| Point72 Asset Management, L.P. | 304,000 | $726.6K | 0.00% | +304,000 | New |
| Global Retirement Partners, LLC | 330,694 | $711.0K | 0.03% | +9,418+2.9% | Added |
| Quantbot Technologies LP | 289,419 | $691.7K | 0.04% | +2,061+0.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 286,740 | $685.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 282,644 | $675.5K | 0.05% | +61,205+27.6% | Added |
| Intrust Bank NA | 280,492 | $670.4K | 0.08% | −3,893−1.4% | Reduced |
| Naviter Wealth, LLC | 276,663 | $661.2K | 0.13% | +29,373+11.9% | Added |
| Yousif Capital Management, LLC | 265,182 | $633.8K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 259,727 | $620.7K | 0.00% | −6,840−2.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 254,482 | $608.2K | 0.00% | +24,256+10.5% | Added |
| The PNC Financial Services Group, Inc. | 253,216 | $605.2K | 0.00% | −1,836,021−87.9% | Reduced |
| Captrust Financial Advisors | 252,224 | $602.8K | 0.00% | −2,132−0.8% | Reduced |
| Signaturefd, LLC | 251,726 | $601.6K | 0.01% | +79,145+45.9% | Added |
| Principal Securities, Inc. | 246,367 | $588.8K | 0.02% | +246,367 | New |
| Cetera Advisors LLC | 239,291 | $571.9K | 0.01% | +6,205+2.7% | Added |
| Wetherby Asset Management Inc | 231,775 | $553.9K | 0.03% | +38,257+19.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 227,169 | $542.9K | 0.00% | −2,107−0.9% | Reduced |
| Janney Montgomery Scott LLC | 223,453 | $534.0K | 0.00% | +13,956+6.7% | Added |
| Pathstone Holdings, LLC | 218,435 | $522.1K | 0.00% | +218,435 | New |
| Private Advisor Group, LLC | 211,704 | $506.0K | 0.00% | −36,028−14.5% | Reduced |
| Cerity Partners LLC | 205,484 | $491.1K | 0.00% | +89,059+76.5% | Added |