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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 41,749 | $99.8K | 0.00% | +135+0.3% | Added |
| Ieq Capital, LLC | 41,749 | $99.8K | 0.00% | +20,270+94.4% | Added |
| Two Sigma Investments, LP | 41,872 | $100.1K | 0.00% | −440,425−91.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 42,074 | $100.6K | 0.00% | +42,074 | New |
| Rehmann Capital Advisory Group | 43,222 | $103.3K | 0.01% | −631−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 43,345 | $103.6K | 0.01% | −2,356−5.2% | Reduced |
| Atomi Financial Group, Inc. | 44,359 | $106.0K | 0.01% | +44,359 | New |
| Clarius Group, LLC | 44,780 | $107.0K | 0.01% | +12,679+39.5% | Added |
| Boston Private Wealth LLC | 45,658 | $109.1K | 0.00% | +2,407+5.6% | Added |
| HSBC Holdings PLC | 46,266 | $110.6K | 0.00% | −33,240−41.8% | Reduced |
| Perigon Wealth Management, LLC | 46,691 | $111.6K | 0.00% | −5,585−10.7% | Reduced |
| Prosperity Consulting Group, LLC | 47,175 | $112.7K | 0.04% | +47,175 | New |
| HighPoint Advisor Group LLC | 43,748 | $113.0K | 0.01% | +43,748 | New |
| Pitcairn Co | 48,446 | $115.8K | 0.01% | +35,594+277.0% | Added |
| Claro Advisors LLC | 49,531 | $118.4K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 49,625 | $118.6K | 0.07% | +4,140+9.1% | Added |
| Schechter Investment Advisors, LLC | 49,903 | $119.3K | 0.01% | +3,522+7.6% | Added |
| Lincoln National Corp | 49,987 | $119.5K | 0.00% | +2,974+6.3% | Added |
| Dorsey & Whitney Trust CO LLC | 50,772 | $121.3K | 0.01% | −5,167−9.2% | Reduced |
| Fort Point Capital Partners LLC | 52,368 | $125.2K | 0.02% | +1,765+3.5% | Added |
| Capstone Investment Advisors, LLC | 52,993 | $126.7K | 0.00% | +52,993 | New |
| Two Sigma Advisers, LP | 54,000 | $129.1K | 0.00% | +39,300+267.3% | Added |
| Legacy Financial Advisors, Inc. | 54,126 | $129.4K | 0.02% | +13,587+33.5% | Added |
| Ronald Blue Trust, Inc. | 61,110 | $130.0K | 0.00% | −2,665−4.2% | Reduced |
| M&T Bank Corp | 54,587 | $130.8K | 0.00% | +8,806+19.2% | Added |
| State Street Corp | 56,854 | $135.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 57,426 | $137.2K | 0.12% | +57,426 | New |
| Lake Street Advisors Group, LLC | 57,541 | $137.5K | 0.01% | +3,423+6.3% | Added |
| Cape Investment Advisory, Inc. | 57,653 | $137.8K | 0.07% | +1,148+2.0% | Added |
| Optas, LLC | 60,474 | $144.5K | 0.04% | +13,100+27.7% | Added |
| EFG Asset Management (Americas) Corp. | 60,750 | $145.2K | 0.03% | +60,750 | New |
| CarsonAllaria Wealth Management, Ltd. | 63,251 | $151.2K | 0.11% | +2,608+4.3% | Added |
| Synovus Financial Corp | 65,674 | $157.0K | 0.00% | +167+0.3% | Added |
| Forum Financial Management, LP | 66,294 | $158.4K | 0.00% | −32,619−33.0% | Reduced |
| Aspen Grove Capital, LLC | 66,855 | $159.8K | 0.05% | +6,188+10.2% | Added |
| Dynamic Advisor Solutions LLC | 67,400 | $160.4K | 0.01% | +1,650+2.5% | Added |
| Bank of Montreal | 66,170 | $161.5K | 0.00% | −1,650,156−96.1% | Reduced |
| Sivia Capital Partners, LLC | 68,572 | $163.9K | 0.12% | +68,572 | New |
| Cetera Investment Advisers | 69,277 | $165.6K | 0.00% | −22,049−24.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 69,475 | $166.0K | 0.00% | +11,071+19.0% | Added |
| Toronto Dominion Bank | 69,605 | $166.4K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 71,624 | $171.2K | 0.11% | −4,813−6.3% | Reduced |
| Flow Traders U.S. LLC | 72,956 | $174.0K | 0.01% | −62,963−46.3% | Reduced |
| Prudential Financial Inc | 74,910 | $179.0K | 0.00% | +30,084+67.1% | Added |
| Syon Capital LLC | 78,974 | $188.7K | 0.02% | −39,056−33.1% | Reduced |
| Ballentine Partners, LLC | 79,078 | $189.0K | 0.00% | +412+0.5% | Added |
| Marcum Wealth, LLC | 80,062 | $191.3K | 0.02% | −3,366−4.0% | Reduced |
| New York State Common Retirement Fund | 80,404 | $192.2K | 0.00% | +80,404 | New |
| Foundations Investment Advisors, LLC | 90,921 | $195.5K | 0.01% | +1,959+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 83,900 | $200.5K | 0.00% | +25,100+42.7% | Added |
| Stephens Inc | 84,839 | $202.8K | 0.00% | +3,840+4.7% | Added |
| Advisory Services Network, LLC | 85,304 | $203.9K | 0.00% | −2,756−3.1% | Reduced |
| Independent Advisor Alliance | 88,566 | $211.7K | 0.01% | −887−1.0% | Reduced |
| Earnest Partners LLC | 89,700 | $214.4K | 0.00% | −2,009−2.2% | Reduced |
| XTX Topco Ltd | 93,028 | $222.3K | 0.05% | +74,906+413.3% | Added |
| BSW Wealth Partners | 95,247 | $227.6K | 0.05% | +11,636+13.9% | Added |
| We Are One Seven, LLC | 102,009 | $243.8K | 0.01% | −5,386−5.0% | Reduced |
| Eqis Capital Management, Inc. | 102,727 | $245.5K | 0.02% | −18,810−15.5% | Reduced |
| Cetera Trust Company, N.A | 103,820 | $248.1K | 0.15% | +103,820 | New |
| Anchor Investment Management, LLC | 104,500 | $249.8K | 0.03% | −56,750−35.2% | Reduced |
| Cypress Wealth Services, LLC | 106,863 | $255.4K | 0.06% | −2,120−1.9% | Reduced |
| Jump Financial, LLC | 107,080 | $255.9K | 0.01% | +107,080 | New |
| Glenmede Trust Co NA | 107,475 | $256.9K | 0.00% | +79,744+287.6% | Added |
| Integrated Wealth Concepts LLC | 107,517 | $257.0K | 0.00% | −751,913−87.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 107,645 | $257.0K | 0.00% | −14,995−12.2% | Reduced |
| First Affirmative Financial Network | 108,231 | $258.7K | 0.21% | −1,238−1.1% | Reduced |
| Evergreen Capital Management LLC | 111,114 | $265.6K | 0.01% | +32,020+40.5% | Added |
| Knights of Columbus Asset Advisors LLC | 113,404 | $271.0K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 124,174 | $296.8K | 0.01% | +77,886+168.3% | Added |
| Park Avenue Securities LLC | 124,235 | $297.0K | 0.00% | +24,331+24.4% | Added |
| Foster Victor Wealth Advisors, LLC | 124,368 | $303.5K | 0.03% | +1,116+0.9% | Added |
| Continuum Advisory, LLC | 127,063 | $303.7K | 0.04% | +20,703+19.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 129,932 | $310.5K | 0.06% | −1,130−0.9% | Reduced |
| Virtu Financial LLC | 136,993 | $327.0K | 0.03% | +136,993 | New |
| United Capital Financial Advisers, LLC | 138,365 | $330.7K | 0.00% | +138,365 | New |
| Eagle Asset Management Inc | 141,929 | $339.2K | 0.00% | −6,407−4.3% | Reduced |
| Rhumbline Advisers | 149,227 | $356.6K | 0.00% | −1,920−1.3% | Reduced |
| Pacer Advisors, Inc. | 153,843 | $367.7K | 0.00% | −3,528−2.2% | Reduced |
| Vident Advisory, LLC | 155,350 | $371.3K | 0.01% | +16,741+12.1% | Added |
| CI Private Wealth, LLC | 155,630 | $372.0K | 0.00% | +55,861+56.0% | Added |
| Pinnacle Associates Ltd | 157,205 | $375.7K | 0.01% | +11,600+8.0% | Added |
| Cable Hill Partners, LLC | 160,713 | $382.5K | 0.05% | +33,329+26.2% | Added |
| Quadrant Capital Group LLC | 160,999 | $384.8K | 0.03% | +43,626+37.2% | Added |
| Gallacher Capital Management LLC | 168,288 | $402.2K | 0.22% | +517+0.3% | Added |
| CAPROCK Group, Inc. | 175,124 | $418.5K | 0.03% | +80,177+84.4% | Added |
| Voya Financial Advisors, Inc. | 174,374 | $420.2K | 0.05% | −2,126−1.2% | Reduced |
| Cresset Asset Management, LLC | 178,164 | $425.8K | 0.00% | −16,356−8.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 194,084 | $463.9K | 0.15% | +3,074+1.6% | Added |
| Avantax Advisory Services, Inc. | 196,371 | $469.3K | 0.00% | +117,919+150.3% | Added |
| Brinker Capital Investments, LLC | 192,390 | $469.4K | 0.01% | −37,351−16.3% | Reduced |
| Orion Portfolio Solutions, LLC | 192,390 | $469.4K | 0.01% | −37,351−16.3% | Reduced |
| Edge Wealth Management LLC | 200,000 | $478.0K | 0.10% | 00.0% | Unchanged |
| Cerity Partners LLC | 205,484 | $491.1K | 0.00% | +89,059+76.5% | Added |
| Private Advisor Group, LLC | 211,704 | $506.0K | 0.00% | −36,028−14.5% | Reduced |
| Pathstone Holdings, LLC | 218,435 | $522.1K | 0.00% | +218,435 | New |
| Janney Montgomery Scott LLC | 223,453 | $534.0K | 0.00% | +13,956+6.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 227,169 | $542.9K | 0.00% | −2,107−0.9% | Reduced |
| Wetherby Asset Management Inc | 231,775 | $553.9K | 0.03% | +38,257+19.8% | Added |
| Cetera Advisors LLC | 239,291 | $571.9K | 0.01% | +6,205+2.7% | Added |
| Principal Securities, Inc. | 246,367 | $588.8K | 0.02% | +246,367 | New |