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 |
|---|---|---|---|---|---|
| Edge Wealth Management LLC | 200,000 | $478.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Avantax Advisory Services, Inc. | 196,371 | $469.3K | 0.00% | +117,919+150.3% | Added |
| Legacy Wealth Asset Management, LLC | 194,084 | $463.9K | 0.15% | +3,074+1.6% | Added |
| Cresset Asset Management, LLC | 178,164 | $425.8K | 0.00% | −16,356−8.4% | Reduced |
| Voya Financial Advisors, Inc. | 174,374 | $420.2K | 0.05% | −2,126−1.2% | Reduced |
| CAPROCK Group, Inc. | 175,124 | $418.5K | 0.03% | +80,177+84.4% | Added |
| Gallacher Capital Management LLC | 168,288 | $402.2K | 0.22% | +517+0.3% | Added |
| Quadrant Capital Group LLC | 160,999 | $384.8K | 0.03% | +43,626+37.2% | Added |
| Cable Hill Partners, LLC | 160,713 | $382.5K | 0.05% | +33,329+26.2% | Added |
| Pinnacle Associates Ltd | 157,205 | $375.7K | 0.01% | +11,600+8.0% | Added |
| CI Private Wealth, LLC | 155,630 | $372.0K | 0.00% | +55,861+56.0% | Added |
| Vident Advisory, LLC | 155,350 | $371.3K | 0.01% | +16,741+12.1% | Added |
| Pacer Advisors, Inc. | 153,843 | $367.7K | 0.00% | −3,528−2.2% | Reduced |
| Rhumbline Advisers | 149,227 | $356.6K | 0.00% | −1,920−1.3% | Reduced |
| Eagle Asset Management Inc | 141,929 | $339.2K | 0.00% | −6,407−4.3% | Reduced |
| United Capital Financial Advisers, LLC | 138,365 | $330.7K | 0.00% | +138,365 | New |
| Virtu Financial LLC | 136,993 | $327.0K | 0.03% | +136,993 | New |
| Patriot Financial Group Insurance Agency, LLC | 129,932 | $310.5K | 0.06% | −1,130−0.9% | Reduced |
| Continuum Advisory, LLC | 127,063 | $303.7K | 0.04% | +20,703+19.5% | Added |
| Foster Victor Wealth Advisors, LLC | 124,368 | $303.5K | 0.03% | +1,116+0.9% | Added |
| Park Avenue Securities LLC | 124,235 | $297.0K | 0.00% | +24,331+24.4% | Added |
| Apollon Wealth Management, LLC | 124,174 | $296.8K | 0.01% | +77,886+168.3% | Added |
| Knights of Columbus Asset Advisors LLC | 113,404 | $271.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 111,114 | $265.6K | 0.01% | +32,020+40.5% | Added |
| First Affirmative Financial Network | 108,231 | $258.7K | 0.21% | −1,238−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 107,645 | $257.0K | 0.00% | −14,995−12.2% | Reduced |
| Integrated Wealth Concepts LLC | 107,517 | $257.0K | 0.00% | −751,913−87.5% | Reduced |
| Glenmede Trust Co NA | 107,475 | $256.9K | 0.00% | +79,744+287.6% | Added |
| Jump Financial, LLC | 107,080 | $255.9K | 0.01% | +107,080 | New |
| Cypress Wealth Services, LLC | 106,863 | $255.4K | 0.06% | −2,120−1.9% | Reduced |
| Anchor Investment Management, LLC | 104,500 | $249.8K | 0.03% | −56,750−35.2% | Reduced |
| Cetera Trust Company, N.A | 103,820 | $248.1K | 0.15% | +103,820 | New |
| Eqis Capital Management, Inc. | 102,727 | $245.5K | 0.02% | −18,810−15.5% | Reduced |
| We Are One Seven, LLC | 102,009 | $243.8K | 0.01% | −5,386−5.0% | Reduced |
| BSW Wealth Partners | 95,247 | $227.6K | 0.05% | +11,636+13.9% | Added |
| XTX Topco Ltd | 93,028 | $222.3K | 0.05% | +74,906+413.3% | Added |
| Earnest Partners LLC | 89,700 | $214.4K | 0.00% | −2,009−2.2% | Reduced |
| Independent Advisor Alliance | 88,566 | $211.7K | 0.01% | −887−1.0% | Reduced |
| Advisory Services Network, LLC | 85,304 | $203.9K | 0.00% | −2,756−3.1% | Reduced |
| Stephens Inc | 84,839 | $202.8K | 0.00% | +3,840+4.7% | Added |
| Schonfeld Strategic Advisors LLC | 83,900 | $200.5K | 0.00% | +25,100+42.7% | Added |
| Foundations Investment Advisors, LLC | 90,921 | $195.5K | 0.01% | +1,959+2.2% | Added |
| New York State Common Retirement Fund | 80,404 | $192.2K | 0.00% | +80,404 | New |
| Marcum Wealth, LLC | 80,062 | $191.3K | 0.02% | −3,366−4.0% | Reduced |
| Ballentine Partners, LLC | 79,078 | $189.0K | 0.00% | +412+0.5% | Added |
| Syon Capital LLC | 78,974 | $188.7K | 0.02% | −39,056−33.1% | Reduced |
| Prudential Financial Inc | 74,910 | $179.0K | 0.00% | +30,084+67.1% | Added |
| Flow Traders U.S. LLC | 72,956 | $174.0K | 0.01% | −62,963−46.3% | Reduced |
| Alliance Wealth Advisors, LLC | 71,624 | $171.2K | 0.11% | −4,813−6.3% | Reduced |
| Toronto Dominion Bank | 69,605 | $166.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 69,475 | $166.0K | 0.00% | +11,071+19.0% | Added |
| Cetera Investment Advisers | 69,277 | $165.6K | 0.00% | −22,049−24.1% | Reduced |
| Sivia Capital Partners, LLC | 68,572 | $163.9K | 0.12% | +68,572 | New |
| Bank of Montreal | 66,170 | $161.5K | 0.00% | −1,650,156−96.1% | Reduced |
| Dynamic Advisor Solutions LLC | 67,400 | $160.4K | 0.01% | +1,650+2.5% | Added |
| Aspen Grove Capital, LLC | 66,855 | $159.8K | 0.05% | +6,188+10.2% | Added |
| Forum Financial Management, LP | 66,294 | $158.4K | 0.00% | −32,619−33.0% | Reduced |
| Synovus Financial Corp | 65,674 | $157.0K | 0.00% | +167+0.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 63,251 | $151.2K | 0.11% | +2,608+4.3% | Added |
| EFG Asset Management (Americas) Corp. | 60,750 | $145.2K | 0.03% | +60,750 | New |
| Optas, LLC | 60,474 | $144.5K | 0.04% | +13,100+27.7% | Added |
| Cape Investment Advisory, Inc. | 57,653 | $137.8K | 0.07% | +1,148+2.0% | Added |
| Lake Street Advisors Group, LLC | 57,541 | $137.5K | 0.01% | +3,423+6.3% | Added |
| Bruce G. Allen Investments, LLC | 57,426 | $137.2K | 0.12% | +57,426 | New |
| State Street Corp | 56,854 | $135.9K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 54,587 | $130.8K | 0.00% | +8,806+19.2% | Added |
| Ronald Blue Trust, Inc. | 61,110 | $130.0K | 0.00% | −2,665−4.2% | Reduced |
| Legacy Financial Advisors, Inc. | 54,126 | $129.4K | 0.02% | +13,587+33.5% | Added |
| Two Sigma Advisers, LP | 54,000 | $129.1K | 0.00% | +39,300+267.3% | Added |
| Capstone Investment Advisors, LLC | 52,993 | $126.7K | 0.00% | +52,993 | New |
| Fort Point Capital Partners LLC | 52,368 | $125.2K | 0.02% | +1,765+3.5% | Added |
| Dorsey & Whitney Trust CO LLC | 50,772 | $121.3K | 0.01% | −5,167−9.2% | Reduced |
| Lincoln National Corp | 49,987 | $119.5K | 0.00% | +2,974+6.3% | Added |
| Schechter Investment Advisors, LLC | 49,903 | $119.3K | 0.01% | +3,522+7.6% | Added |
| Enterprise Financial Services Corp | 49,625 | $118.6K | 0.07% | +4,140+9.1% | Added |
| Claro Advisors LLC | 49,531 | $118.4K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 48,446 | $115.8K | 0.01% | +35,594+277.0% | Added |
| HighPoint Advisor Group LLC | 43,748 | $113.0K | 0.01% | +43,748 | New |
| Prosperity Consulting Group, LLC | 47,175 | $112.7K | 0.04% | +47,175 | New |
| Perigon Wealth Management, LLC | 46,691 | $111.6K | 0.00% | −5,585−10.7% | Reduced |
| HSBC Holdings PLC | 46,266 | $110.6K | 0.00% | −33,240−41.8% | Reduced |
| Boston Private Wealth LLC | 45,658 | $109.1K | 0.00% | +2,407+5.6% | Added |
| Clarius Group, LLC | 44,780 | $107.0K | 0.01% | +12,679+39.5% | Added |
| Atomi Financial Group, Inc. | 44,359 | $106.0K | 0.01% | +44,359 | New |
| Checchi Capital Advisers, LLC | 43,345 | $103.6K | 0.01% | −2,356−5.2% | Reduced |
| Rehmann Capital Advisory Group | 43,222 | $103.3K | 0.01% | −631−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 42,074 | $100.6K | 0.00% | +42,074 | New |
| Two Sigma Investments, LP | 41,872 | $100.1K | 0.00% | −440,425−91.3% | Reduced |
| 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 |
| Prudent Man Advisors, LLC | 41,663 | $99.6K | 0.04% | −7,651−15.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 41,487 | $99.2K | 0.00% | +7,279+21.3% | Added |
| Callan Capital, LLC | 40,527 | $96.9K | 0.01% | +29,136+255.8% | Added |
| Drive Wealth Management, LLC | 39,880 | $95.3K | 0.03% | +3,070+8.3% | Added |
| Valeo Financial Advisors, LLC | 39,871 | $95.3K | 0.00% | −12,469−23.8% | Reduced |
| Kestra Advisory Services, LLC | 39,175 | $93.6K | 0.00% | −1,893−4.6% | Reduced |
| CFO4Life Group, LLC | 38,478 | $92.0K | 0.02% | −1,650−4.1% | Reduced |
| Tranquilli Financial Advisor LLC | 37,771 | $90.3K | 0.06% | +855+2.3% | Added |