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 |
|---|---|---|---|---|---|
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −29,475−100.0% | Sold out |
| Moreno Evelyn V | 0 | $0 | 0.00% | −26,955−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −26,446−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,719−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −23,243−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −21,075−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −16,240−100.0% | Sold out |
| Vista Wealth Management Group, LLC | 0 | $0 | 0.00% | −13,578−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −12,580−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −12,578−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −11,184−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −10,357−100.0% | Sold out |
| Boltwood Capital Management | 0 | $0 | 0.00% | −10,228−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10,182−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −10,166−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −10,029−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Norwood Financial Corp | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Comerica Securities,inc. | – | – | – | – | Not filed |
| Newport Capital Group, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |