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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 251,726 | $601.6K | 0.01% | +79,145+45.9% | Added |
| Captrust Financial Advisors | 252,224 | $602.8K | 0.00% | −2,132−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 253,216 | $605.2K | 0.00% | −1,836,021−87.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 254,482 | $608.2K | 0.00% | +24,256+10.5% | Added |
| Truist Financial Corp | 259,727 | $620.7K | 0.00% | −6,840−2.6% | Reduced |
| Yousif Capital Management, LLC | 265,182 | $633.8K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 276,663 | $661.2K | 0.13% | +29,373+11.9% | Added |
| Intrust Bank NA | 280,492 | $670.4K | 0.08% | −3,893−1.4% | Reduced |
| Ellevest, Inc. | 282,644 | $675.5K | 0.05% | +61,205+27.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 286,740 | $685.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 289,419 | $691.7K | 0.04% | +2,061+0.7% | Added |
| Global Retirement Partners, LLC | 330,694 | $711.0K | 0.03% | +9,418+2.9% | Added |
| Point72 Asset Management, L.P. | 304,000 | $726.6K | 0.00% | +304,000 | New |
| Veriti Management LLC | 309,779 | $740.4K | 0.07% | +12,334+4.1% | Added |
| US Bancorp | 323,708 | $773.7K | 0.00% | +35,868+12.5% | Added |
| Susquehanna International Group, LLP | 325,876 | $778.8K | 0.00% | +107,623+49.3% | Added |
| Sequoia Financial Advisors, LLC | 330,631 | $790.2K | 0.01% | +271,372+457.9% | Added |
| Ritholtz Wealth Management | 344,708 | $823.9K | 0.03% | +161,610+88.3% | Added |
| Qtron Investments LLC | 369,351 | $882.7K | 0.14% | +270,129+272.2% | Added |
| JustInvest LLC | 397,619 | $950.3K | 0.02% | +84,592+27.0% | Added |
| Charles Schwab Investment Management Inc | 399,179 | $954.0K | 0.00% | +138,829+53.3% | Added |
| HRT Financial LP | 411,336 | $983.0K | 0.01% | +232,311+129.8% | Added |
| Cubist Systematic Strategies, LLC | 419,035 | $1.00M | 0.01% | +21,230+5.3% | 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 |
| Mariner, LLC | 470,631 | $1.12M | 0.00% | +67,447+16.7% | Added |
| Massachusetts Financial Services Co | 473,636 | $1.13M | 0.00% | +37,556+8.6% | Added |
| Royal Bank of Canada | 475,142 | $1.14M | 0.00% | +72,975+18.1% | Added |
| Advisor Group Holdings, Inc. | 486,907 | $1.16M | 0.00% | −292,999−37.6% | Reduced |
| Creative Planning | 583,972 | $1.40M | 0.00% | +226,208+63.2% | Added |
| Jane Street Group, LLC | 589,466 | $1.41M | 0.00% | −4,690,107−88.8% | Reduced |
| Stifel Financial Corp | 591,039 | $1.41M | 0.00% | +93,949+18.9% | Added |
| Squarepoint Ops LLC | 606,969 | $1.45M | 0.01% | −146,166−19.4% | Reduced |
| Bank of New York Mellon Corp | 611,407 | $1.46M | 0.00% | +60,069+10.9% | Added |
| HighTower Advisors, LLC | 612,386 | $1.47M | 0.00% | +58,781+10.6% | Added |
| First Trust Advisors LP | 619,502 | $1.48M | 0.00% | −52,193−7.8% | Reduced |
| English Capital Management LLC | 629,115 | $1.50M | 1.29% | +629,115 | New |
| SEI Investments Co | 631,445 | $1.51M | 0.00% | +6,585+1.1% | Added |
| DRW Securities, LLC | 647,536 | $1.55M | 0.05% | −77,205−10.7% | Reduced |
| Oppenheimer Asset Management Inc. | 654,409 | $1.56M | 0.02% | −42,343−6.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 685,682 | $1.64M | 0.00% | −22,317−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 709,163 | $1.69M | 0.01% | −54,465−7.1% | Reduced |
| Semmax Financial Advisors Inc. | 920,469 | $1.86M | 0.68% | −103,560−10.1% | Reduced |
| Citigroup Inc | 796,905 | $1.90M | 0.00% | −83,156−9.4% | Reduced |
| Cetera Advisor Networks LLC | 886,392 | $2.12M | 0.01% | −20,408−2.3% | Reduced |
| Henry James International Management, Inc. | 917,665 | $2.19M | 0.82% | −18,508−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 932,976 | $2.23M | 0.00% | −1,143−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 957,858 | $2.29M | 0.03% | +421,094+78.5% | Added |
| Mesirow Financial Investment Management, Inc. | 1,001,522 | $2.39M | 0.09% | +1,001,522 | New |
| Mercer Global Advisors Inc | 1,004,469 | $2.40M | 0.01% | +549,417+120.7% | Added |
| MML Investors Services, LLC | 1,040,731 | $2.49M | 0.01% | +272,547+35.5% | Added |
| Advisors Management Group Inc | 1,076,105 | $2.57M | 0.70% | −19,742−1.8% | Reduced |
| LPL Financial LLC | 1,135,670 | $2.71M | 0.00% | +146,304+14.8% | Added |
| Timber Creek Capital Management LLC | 1,319,215 | $3.15M | 1.07% | −1,373−0.1% | Reduced |
| Citadel Advisors LLC | 1,398,028 | $3.34M | 0.00% | +1,228,059+722.5% | Added |
| Meritage Portfolio Management | 1,451,800 | $3.47M | 0.23% | +1,451,800 | New |
| Price T Rowe Associates Inc | 1,480,127 | $3.54M | 0.00% | +95,471+6.9% | Added |
| Franklin Resources Inc | 1,505,728 | $3.60M | 0.00% | +7,363+0.5% | Added |
| QRG Capital Management, Inc. | 1,537,062 | $3.67M | 0.05% | +688,570+81.2% | Added |
| Ethic Inc. | 1,747,733 | $4.18M | 0.12% | +378,773+27.7% | Added |
| Norges Bank | 2,000,000 | $4.78M | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 2,243,706 | $5.36M | 0.15% | +1,358,806+153.6% | Added |
| Renaissance Technologies LLC | 2,256,235 | $5.39M | 0.01% | −749,565−24.9% | Reduced |
| UBS Group AG | 2,296,475 | $5.49M | 0.00% | +11,428+0.5% | Added |
| Optiver Holding B.V. | 2,368,229 | $5.75M | 0.17% | −4,169,665−63.8% | Reduced |
| Bard Financial Services, Inc. | 2,408,470 | $5.76M | 0.65% | +44,150+1.9% | Added |
| Raymond James & Associates | 2,443,769 | $5.84M | 0.00% | +471,656+23.9% | Added |
| Neuberger Berman Group LLC | 2,732,656 | $6.55M | 0.01% | +37,212+1.4% | Added |
| Ameriprise Financial Inc | 2,919,936 | $6.99M | 0.00% | +121,339+4.3% | Added |
| CIBC World Markets Inc. | 3,385,679 | $8.09M | 0.02% | +576,901+20.5% | Added |
| First Eagle Investment Management, LLC | 3,716,987 | $8.88M | 0.02% | +336,581+10.0% | Added |
| Wells Fargo & Company | 4,119,012 | $9.84M | 0.00% | −171,326−4.0% | Reduced |
| American Century Companies Inc | 4,269,259 | $10.2M | 0.01% | +282,831+7.1% | Added |
| JPMorgan Chase & Co | 4,282,633 | $10.2M | 0.00% | +373,410+9.6% | Added |
| Cowen Investment Management LLC | 4,421,183 | $10.6M | 12.96% | 00.0% | Unchanged |
| Janney Capital Management LLC | 4,924,025 | $11.8M | 0.79% | −433,726−8.1% | Reduced |
| Crossmark Global Holdings, Inc. | 5,100,518 | $12.2M | 0.25% | −159,733−3.0% | Reduced |
| Envestnet Asset Management Inc | 5,668,785 | $13.5M | 0.01% | +1,387,853+32.4% | Added |
| Millennium Management LLC | 5,990,313 | $14.3M | 0.01% | +1,824,648+43.8% | Added |
| BlackRock Inc. | 6,609,966 | $15.8M | 0.00% | +695,009+11.8% | Added |
| Natixis Advisors, L.P. | 7,122,268 | $17.0M | 0.04% | +1,840,413+34.8% | Added |
| Bank of America Corp | 9,102,888 | $21.8M | 0.00% | +120,200+1.3% | Added |
| Northern Trust Corp | 9,834,063 | $23.5M | 0.00% | +85,325+0.9% | Added |
| Arrowstreet Capital, Limited Partnership | 14,266,424 | $34.1M | 0.04% | −2,711,527−16.0% | Reduced |
| FMR LLC | 16,619,338 | $39.7M | 0.00% | +1,678,784+11.2% | Added |
| CIBC Private Wealth Group, LLC | 29,696,591 | $39.8M | 0.08% | +17,814,615+149.9% | Added |
| Macquarie Group Ltd | 17,355,452 | $41.5M | 0.05% | −8,702,300−33.4% | Reduced |
| Dimensional Fund Advisors LP | 18,625,679 | $44.5M | 0.01% | +439,009+2.4% | Added |
| Morgan Stanley | 19,198,754 | $45.9M | 0.00% | −161,926−0.8% | Reduced |
| Morningstar Investment Services LLC | 21,147,627 | $51.0M | 0.29% | +10,406,673+96.9% | Added |
| Goldman Sachs Group Inc | 22,166,362 | $53.0M | 0.01% | +1,180,775+5.6% | Added |
| Mondrian Investment Partners LTD | 64,597,267 | $154.4M | 2.44% | +35,465,811+121.7% | Added |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −640,298−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −361,343−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −229,903−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −72,486−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −60,549−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −55,878−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −55,743−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −39,366−100.0% | Sold out |