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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 142 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 210 | $0 | 0.00% | +210 | New |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 44 | $105 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 125 | $299 | 0.00% | +125 | New |
| Fairfield, Bush & Co. | 137 | $327 | 0.00% | +137 | New |
| Provenance Wealth Advisors, LLC | 174 | $416 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 237 | $566 | 0.00% | +237 | New |
| Cornerstone Planning Group LLC | 250 | $598 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 262 | $631 | 0.00% | +262 | New |
| Abound Wealth Management | 268 | $641 | 0.00% | +17+6.8% | Added |
| Sofos Investments, Inc. | 285 | $682 | 0.00% | −32−10.1% | Reduced |
| Tennessee Valley Asset Management Partners | 360 | $860 | 0.00% | +360 | New |
| Hexagon Capital Partners LLC | 375 | $897 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 463 | $1.11K | 0.00% | −743−61.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 533 | $1.17K | 0.00% | +83+18.4% | Added |
| CVA Family Office, LLC | 493 | $1.18K | 0.00% | +493 | New |
| FinTrust Capital Advisors, LLC | 540 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 576 | $1.38K | 0.00% | +254+78.9% | Added |
| Frazier Financial Advisors, LLC | 698 | $1.67K | 0.00% | +698 | New |
| Focused Wealth Management, Inc | 824 | $1.97K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 870 | $2.08K | 0.00% | +870 | New |
| HighMark Wealth Management LLC | 1,047 | $2.50K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,177 | $2.81K | 0.00% | +210+21.7% | Added |
| Bell Investment Advisors, Inc | 1,494 | $3.57K | 0.00% | +1,245+500.0% | Added |
| Zions Bancorporation, N.A. | 1,667 | $3.98K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,677 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,691 | $4.04K | 0.00% | +1,691 | New |
| Country Trust Bank | 1,935 | $4.63K | 0.00% | +1,935 | New |
| GWM Advisors LLC | 1,985 | $4.74K | 0.00% | +1,985 | New |
| Barclays PLC | 2,050 | $4.90K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2,135 | $5.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,237 | $5.35K | 0.00% | +2,237 | New |
| RFP Financial Group LLC | 2,450 | $5.86K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,487 | $5.94K | 0.00% | +2,487 | New |
| NBC Securities, Inc. | 2,538 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,516 | $6.01K | 0.00% | −122−4.6% | Reduced |
| Raffa Wealth Management, LLC | 2,712 | $6.48K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,877 | $6.88K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,917 | $6.97K | 0.00% | +2,281+358.6% | Added |
| JFS Wealth Advisors, LLC | 3,007 | $7.19K | 0.00% | +142+5.0% | Added |
| Private Trust Co NA | 3,080 | $7.36K | 0.00% | −51−1.6% | Reduced |
| Parkside Financial Bank & Trust | 3,369 | $8.05K | 0.00% | +2,138+173.7% | Added |
| Concord Wealth Partners | 3,630 | $8.68K | 0.00% | −8,419−69.9% | Reduced |
| Umb Bank N A | 3,936 | $9.41K | 0.00% | +3,218+448.2% | Added |
| Glen Eagle Advisors, LLC | 4,000 | $9.56K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,338 | $10.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,470 | $15.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,100 | $19.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,233 | $20.0K | 0.00% | +107+1.3% | Added |
| Fifth Third Bancorp | 8,629 | $20.6K | 0.00% | +2,049+31.1% | Added |
| First Manhattan Co | 9,229 | $22.1K | 0.00% | 00.0% | Unchanged |
| Foster Group, Inc. | 10,544 | $22.5K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 11,426 | $23.4K | 0.00% | +11,426 | New |
| GM Advisory Group, Inc. | 10,000 | $23.9K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $23.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10,057 | $24.0K | 0.02% | +10,057 | New |
| Robertson Stephens Wealth Management, LLC | 10,076 | $24.1K | 0.00% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 10,135 | $24.2K | 0.02% | +10,135 | New |
| Xponance, Inc. | 10,144 | $24.2K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 10,193 | $24.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 11,175 | $24.9K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,450 | $25.0K | 0.00% | +10,450 | New |
| Hoxton Planning & Management, LLC | 10,657 | $25.0K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 10,534 | $25.2K | 0.02% | +10,534 | New |
| Corundum Group, Inc. | 10,581 | $25.3K | 0.01% | −161−1.5% | Reduced |
| PFW Advisors LLC | 10,688 | $25.5K | 0.01% | −43,947−80.4% | Reduced |
| Atria Wealth Solutions, Inc. | 10,838 | $25.9K | 0.00% | +10,838 | New |
| D'Orazio & Associates, Inc. | 10,874 | $26.0K | 0.00% | +10,874 | New |
| Boston Common Asset Management, LLC | 10,864 | $26.0K | 0.00% | −213,473−95.2% | Reduced |
| Russell Investments Group, Ltd. | 11,105 | $26.5K | 0.00% | +7,783+234.3% | Added |
| Choate Investment Advisors | 11,109 | $26.6K | 0.00% | −10,119−47.7% | Reduced |
| Riversedge Advisors, LLC | 11,115 | $26.6K | 0.01% | +11,115 | New |
| EverSource Wealth Advisors, LLC | 11,117 | $26.6K | 0.00% | +8,027+259.8% | Added |
| RSM US Wealth Management LLC | 11,246 | $26.9K | 0.00% | +11,246 | New |
| Headlands Technologies LLC | 11,448 | $27.4K | 0.01% | +11,448 | New |
| Auxier Asset Management | 11,500 | $27.5K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 11,704 | $28.0K | 0.00% | +11,704 | New |
| AlphaMark Advisors, LLC | 11,552 | $28.0K | 0.01% | +1,980+20.7% | Added |
| National Philanthropic Trust | 11,767 | $28.1K | 0.00% | +11,767 | New |
| Hotchkis & Wiley Capital Management LLC | 11,880 | $28.4K | 0.00% | −700−5.6% | Reduced |
| FMB Wealth Management | 11,905 | $28.5K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 12,000 | $28.7K | 0.01% | −13,000−52.0% | Reduced |
| Brighton Jones LLC | 12,215 | $29.2K | 0.00% | +12,215 | New |
| Cherrydale Wealth Management, LLC | 12,233 | $29.2K | 0.02% | +12,233 | New |
| SRS Capital Advisors, Inc. | 12,257 | $29.3K | 0.00% | +2,203+21.9% | Added |
| Bayesian Capital Management, LP | 12,300 | $29.4K | 0.00% | +12,300 | New |
| Warren Street Wealth Advisors, LLC | 12,328 | $29.5K | 0.02% | +12,328 | New |
| Fortune Financial Advisors, LLC | 12,337 | $29.5K | 0.02% | +254+2.1% | Added |
| LM Advisors LLC | 12,400 | $29.6K | 0.01% | +12,400 | New |
| Proequities, Inc. | 12,408 | $29.7K | 0.00% | −3,409−21.6% | Reduced |
| Transcend Wealth Collective, LLC | 12,418 | $29.7K | 0.00% | −1,078−8.0% | Reduced |
| Savvy Advisors, Inc. | 12,580 | $30.1K | 0.03% | +12,580 | New |
| Johnson Investment Counsel Inc | 12,632 | $30.2K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 12,690 | $30.3K | 0.00% | −6,629−34.3% | Reduced |
| Waldron Private Wealth LLC | 12,740 | $30.4K | 0.00% | +12,740 | New |
| Balyasny Asset Management LLC | 12,804 | $30.6K | 0.00% | −44,741−77.7% | Reduced |
| Sterling Financial Group, Inc. | 12,851 | $30.7K | 0.02% | −349−2.6% | Reduced |
| David Loasby | 12,953 | $30.8K | 0.00% | −8,012−38.2% | Reduced |