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 |
|---|---|---|---|---|---|
| WorthPointe, LLC | 12,913 | $30.9K | 0.02% | +12,913 | New |
| National Bank of Canada | 12,923 | $30.9K | 0.00% | −1,600−11.0% | Reduced |
| Bank Hapoalim BM | 13,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 12,988 | $31.0K | 0.00% | −5,032−27.9% | Reduced |
| PFG Advisors | 13,261 | $31.7K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13,287 | $31.8K | 0.00% | +2,538+23.6% | Added |
| Capital Investment Advisory Services, LLC | 13,500 | $32.3K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 13,578 | $32.5K | 0.00% | +13,578 | New |
| IFP Advisors, Inc | 13,903 | $33.2K | 0.00% | −1,897−12.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,539 | $35.0K | 0.00% | −900−5.8% | Reduced |
| Financial Network Wealth Management LLC | 14,840 | $35.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,000 | $35.9K | 0.00% | −35,800−70.5% | Reduced |
| Sweet Financial Partners, LLC | 15,000 | $35.9K | 0.01% | +15,000 | New |
| Summit Trail Advisors, LLC | 15,170 | $36.3K | 0.00% | +4,244+38.8% | Added |
| New Republic Capital, LLC | 15,335 | $36.7K | 0.03% | +1,283+9.1% | Added |
| D.A. Davidson & Co. | 15,438 | $36.9K | 0.00% | −63−0.4% | Reduced |
| International Assets Investment Management, LLC | 15,540 | $37.1K | 0.00% | −3,090−16.6% | Reduced |
| HB Wealth Management, LLC | 15,853 | $37.9K | 0.00% | +15,853 | New |
| Aigen Investment Management, LP | 15,870 | $37.9K | 0.01% | +15,870 | New |
| Radnor Capital Management, LLC | 16,000 | $38.0K | 0.01% | +4,000+33.3% | Added |
| Concurrent Investment Advisors, LLC | 15,926 | $38.1K | 0.00% | +15,926 | New |
| Breakwater Capital Group | 18,910 | $41.4K | 0.01% | −1,545−7.6% | Reduced |
| Lido Advisors, LLC | 17,363 | $41.5K | 0.00% | +4,270+32.6% | Added |
| Change Path, LLC | 17,738 | $42.0K | 0.00% | +5,447+44.3% | Added |
| Abel Hall, LLC | 17,624 | $42.1K | 0.04% | +17,624 | New |
| Nemes Rush Group LLC | 17,679 | $42.3K | 0.01% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 17,727 | $42.4K | 0.01% | +17,727 | New |
| Spire Wealth Management | 19,483 | $42.7K | 0.00% | −477−2.4% | Reduced |
| Wedmont Private Capital | 17,544 | $42.8K | 0.00% | +17,544 | New |
| GAMMA Investing LLC | 20,521 | $43.3K | 0.01% | +20,521 | New |
| Coppell Advisory Solutions LLC | 18,233 | $43.6K | 0.01% | +18,233 | New |
| First Horizon Advisors, Inc. | 18,247 | $43.6K | 0.00% | +3,076+20.3% | Added |
| Trust Point Inc. | 18,452 | $44.1K | 0.00% | +18,452 | New |
| Seven Mile Advisory | 19,423 | $46.4K | 0.04% | +4,617+31.2% | Added |
| Centurion Wealth Management LLC | 19,482 | $46.6K | 0.02% | −477−2.4% | Reduced |
| Moody National Bank Trust Division | 19,757 | $47.2K | 0.00% | +265+1.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 20,000 | $47.8K | 0.00% | −10,000−33.3% | Reduced |
| Park Circle Co | 20,000 | $47.8K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 20,160 | $48.2K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 20,622 | $49.3K | 0.02% | +2,529+14.0% | Added |
| Sawtooth Solutions, LLC | 20,775 | $49.7K | 0.00% | +1,722+9.0% | Added |
| Bleakley Financial Group, LLC | 20,775 | $49.7K | 0.00% | +1,722+9.0% | Added |
| Keybank National Association | 20,840 | $49.8K | 0.00% | +20,840 | New |
| Kestra Private Wealth Services, LLC | 21,006 | $50.2K | 0.00% | +4,813+29.7% | Added |
| Allworth Financial LP | 21,032 | $50.3K | 0.00% | +5,609+36.4% | Added |
| Coldstream Capital Management Inc | 21,116 | $50.5K | 0.00% | +21,116 | New |
| Keel Point, LLC | 21,312 | $50.9K | 0.01% | −2,177−9.3% | Reduced |
| Capital Asset Advisory Services LLC | 21,578 | $51.6K | 0.00% | −16,085−42.7% | Reduced |
| Axxcess Wealth Management, LLC | 21,578 | $51.6K | 0.00% | −13,273−38.1% | Reduced |
| Scientech Research LLC | 21,739 | $51.8K | 0.05% | +21,739 | New |
| Personal Cfo Solutions, LLC | 21,993 | $52.6K | 0.01% | −4,127−15.8% | Reduced |
| Peapack Gladstone Financial Corp | 22,001 | $53.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 22,070 | $53.0K | 0.00% | +12,411+128.5% | Added |
| Whittier Trust Co of Nevada Inc | 22,691 | $54.0K | 0.00% | +366+1.6% | Added |
| Assetmark, Inc | 22,692 | $54.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22,801 | $54.5K | 0.00% | −63,521−73.6% | Reduced |
| Beacon Pointe Advisors, LLC | 22,817 | $54.5K | 0.00% | −2,252−9.0% | Reduced |
| Sage Mountain Advisors LLC | 22,863 | $54.6K | 0.01% | −169−0.7% | Reduced |
| Traveka Wealth, LLC | 23,800 | $56.9K | 0.03% | +23,800 | New |
| Marino, Stram & Associates LLC | 24,503 | $58.6K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 24,714 | $59.1K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 25,348 | $60.5K | 0.01% | −20,727−45.0% | Reduced |
| Sapient Capital LLC | 25,395 | $60.7K | 0.00% | +25,395 | New |
| Unique Wealth Strategies, LLC | 27,661 | $66.1K | 0.04% | +27,661 | New |
| Aprio Wealth Management, LLC | 27,756 | $66.3K | 0.01% | +27,756 | New |
| Crumly & Associates Inc. | 27,779 | $66.4K | 0.02% | −27−0.1% | Reduced |
| Copperleaf Capital, LLC | 28,228 | $67.5K | 0.07% | −1,843−6.1% | Reduced |
| Stratos Wealth Partners, LTD. | 28,485 | $68.1K | 0.00% | +5,152+22.1% | Added |
| Cidel Asset Management Inc | 29,006 | $69.3K | 0.00% | −39,527−57.7% | Reduced |
| Savant Capital, LLC | 29,273 | $70.0K | 0.00% | +8,790+42.9% | Added |
| Invesco Ltd. | 29,601 | $70.7K | 0.00% | −173,710−85.4% | Reduced |
| Great Diamond Partners, LLC | 30,468 | $72.8K | 0.02% | +9,208+43.3% | Added |
| Prospera Financial Services Inc | 31,462 | $75.2K | 0.00% | +3,059+10.8% | Added |
| Platform Technology Partners | 36,779 | $75.4K | 0.03% | +214+0.6% | Added |
| Five Oceans Advisors | 31,664 | $75.7K | 0.04% | +2,541+8.7% | Added |
| Addison Advisors LLC | 31,733 | $75.8K | 0.03% | +4,244+15.4% | Added |
| Lindbrook Capital, LLC | 31,830 | $76.1K | 0.01% | +1,154+3.8% | Added |
| Smartleaf Asset Management LLC | 31,639 | $76.2K | 0.02% | +31,639 | New |
| Holistic Financial Partners | 32,058 | $76.6K | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 32,801 | $78.4K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 32,889 | $78.6K | 0.00% | +32,889 | New |
| Rodgers Brothers Inc. | 33,000 | $78.9K | 0.01% | −44,000−57.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 33,741 | $80.6K | 0.03% | +3,738+12.5% | Added |
| PDS Planning, Inc | 33,769 | $80.7K | 0.01% | +9,390+38.5% | Added |
| Brookstone Capital Management | 34,349 | $82.1K | 0.00% | +2,827+9.0% | Added |
| Scotia Capital Inc. | 34,450 | $82.3K | 0.00% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 34,540 | $82.6K | 0.03% | +9,590+38.4% | Added |
| Kathmere Capital Management, LLC | 35,142 | $84.0K | 0.01% | +35,142 | New |
| Sage Rhino Capital LLC | 35,221 | $84.2K | 0.02% | +4,549+14.8% | Added |
| SageView Advisory Group, LLC | 40,601 | $85.7K | 0.00% | +40,601 | New |
| Salem Investment Counselors Inc | 36,700 | $87.7K | 0.00% | +36,700 | New |
| Parallel Advisors, LLC | 36,772 | $87.9K | 0.00% | +14,355+64.0% | Added |
| Tranquilli Financial Advisor LLC | 37,771 | $90.3K | 0.06% | +855+2.3% | Added |
| CFO4Life Group, LLC | 38,478 | $92.0K | 0.02% | −1,650−4.1% | Reduced |
| Kestra Advisory Services, LLC | 39,175 | $93.6K | 0.00% | −1,893−4.6% | Reduced |
| Valeo Financial Advisors, LLC | 39,871 | $95.3K | 0.00% | −12,469−23.8% | Reduced |
| Drive Wealth Management, LLC | 39,880 | $95.3K | 0.03% | +3,070+8.3% | Added |
| Callan Capital, LLC | 40,527 | $96.9K | 0.01% | +29,136+255.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 41,487 | $99.2K | 0.00% | +7,279+21.3% | Added |
| Prudent Man Advisors, LLC | 41,663 | $99.6K | 0.04% | −7,651−15.5% | Reduced |