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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 36,772 | $87.9K | 0.00% | +14,355+64.0% | Added |
| Salem Investment Counselors Inc | 36,700 | $87.7K | 0.00% | +36,700 | New |
| SageView Advisory Group, LLC | 40,601 | $85.7K | 0.00% | +40,601 | New |
| Sage Rhino Capital LLC | 35,221 | $84.2K | 0.02% | +4,549+14.8% | Added |
| Kathmere Capital Management, LLC | 35,142 | $84.0K | 0.01% | +35,142 | New |
| Wealthstream Advisors, Inc. | 34,540 | $82.6K | 0.03% | +9,590+38.4% | Added |
| Scotia Capital Inc. | 34,450 | $82.3K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 34,349 | $82.1K | 0.00% | +2,827+9.0% | Added |
| PDS Planning, Inc | 33,769 | $80.7K | 0.01% | +9,390+38.5% | Added |
| O'Keefe Stevens Advisory, Inc. | 33,741 | $80.6K | 0.03% | +3,738+12.5% | Added |
| Rodgers Brothers Inc. | 33,000 | $78.9K | 0.01% | −44,000−57.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 32,889 | $78.6K | 0.00% | +32,889 | New |
| ProVise Management Group, LLC | 32,801 | $78.4K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 32,058 | $76.6K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 31,639 | $76.2K | 0.02% | +31,639 | New |
| Lindbrook Capital, LLC | 31,830 | $76.1K | 0.01% | +1,154+3.8% | Added |
| Addison Advisors LLC | 31,733 | $75.8K | 0.03% | +4,244+15.4% | Added |
| Five Oceans Advisors | 31,664 | $75.7K | 0.04% | +2,541+8.7% | Added |
| Platform Technology Partners | 36,779 | $75.4K | 0.03% | +214+0.6% | Added |
| Prospera Financial Services Inc | 31,462 | $75.2K | 0.00% | +3,059+10.8% | Added |
| Great Diamond Partners, LLC | 30,468 | $72.8K | 0.02% | +9,208+43.3% | Added |
| Invesco Ltd. | 29,601 | $70.7K | 0.00% | −173,710−85.4% | Reduced |
| Savant Capital, LLC | 29,273 | $70.0K | 0.00% | +8,790+42.9% | Added |
| Cidel Asset Management Inc | 29,006 | $69.3K | 0.00% | −39,527−57.7% | Reduced |
| Stratos Wealth Partners, LTD. | 28,485 | $68.1K | 0.00% | +5,152+22.1% | Added |
| Copperleaf Capital, LLC | 28,228 | $67.5K | 0.07% | −1,843−6.1% | Reduced |
| Crumly & Associates Inc. | 27,779 | $66.4K | 0.02% | −27−0.1% | Reduced |
| Aprio Wealth Management, LLC | 27,756 | $66.3K | 0.01% | +27,756 | New |
| Unique Wealth Strategies, LLC | 27,661 | $66.1K | 0.04% | +27,661 | New |
| Sapient Capital LLC | 25,395 | $60.7K | 0.00% | +25,395 | New |
| Virtue Capital Management, LLC | 25,348 | $60.5K | 0.01% | −20,727−45.0% | Reduced |
| Octavia Wealth Advisors, LLC | 24,714 | $59.1K | 0.01% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 24,503 | $58.6K | 0.02% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 23,800 | $56.9K | 0.03% | +23,800 | New |
| Sage Mountain Advisors LLC | 22,863 | $54.6K | 0.01% | −169−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 22,817 | $54.5K | 0.00% | −2,252−9.0% | Reduced |
| Tower Research Capital LLC (TRC) | 22,801 | $54.5K | 0.00% | −63,521−73.6% | Reduced |
| Assetmark, Inc | 22,692 | $54.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 22,691 | $54.0K | 0.00% | +366+1.6% | Added |
| 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 |
| Personal Cfo Solutions, LLC | 21,993 | $52.6K | 0.01% | −4,127−15.8% | Reduced |
| Scientech Research LLC | 21,739 | $51.8K | 0.05% | +21,739 | New |
| 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 |
| Keel Point, LLC | 21,312 | $50.9K | 0.01% | −2,177−9.3% | Reduced |
| Coldstream Capital Management Inc | 21,116 | $50.5K | 0.00% | +21,116 | New |
| Allworth Financial LP | 21,032 | $50.3K | 0.00% | +5,609+36.4% | Added |
| Kestra Private Wealth Services, LLC | 21,006 | $50.2K | 0.00% | +4,813+29.7% | Added |
| Keybank National Association | 20,840 | $49.8K | 0.00% | +20,840 | New |
| 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 |
| West Family Investments, Inc. | 20,622 | $49.3K | 0.02% | +2,529+14.0% | Added |
| Davenport & Co LLC | 20,160 | $48.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Moody National Bank Trust Division | 19,757 | $47.2K | 0.00% | +265+1.4% | Added |
| Centurion Wealth Management LLC | 19,482 | $46.6K | 0.02% | −477−2.4% | Reduced |
| Seven Mile Advisory | 19,423 | $46.4K | 0.04% | +4,617+31.2% | Added |
| Trust Point Inc. | 18,452 | $44.1K | 0.00% | +18,452 | New |
| First Horizon Advisors, Inc. | 18,247 | $43.6K | 0.00% | +3,076+20.3% | Added |
| Coppell Advisory Solutions LLC | 18,233 | $43.6K | 0.01% | +18,233 | New |
| GAMMA Investing LLC | 20,521 | $43.3K | 0.01% | +20,521 | New |
| Wedmont Private Capital | 17,544 | $42.8K | 0.00% | +17,544 | New |
| Spire Wealth Management | 19,483 | $42.7K | 0.00% | −477−2.4% | Reduced |
| Laird Norton Trust Company, LLC | 17,727 | $42.4K | 0.01% | +17,727 | New |
| Nemes Rush Group LLC | 17,679 | $42.3K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 17,624 | $42.1K | 0.04% | +17,624 | New |
| Change Path, LLC | 17,738 | $42.0K | 0.00% | +5,447+44.3% | Added |
| Lido Advisors, LLC | 17,363 | $41.5K | 0.00% | +4,270+32.6% | Added |
| Breakwater Capital Group | 18,910 | $41.4K | 0.01% | −1,545−7.6% | Reduced |
| Concurrent Investment Advisors, LLC | 15,926 | $38.1K | 0.00% | +15,926 | New |
| Radnor Capital Management, LLC | 16,000 | $38.0K | 0.01% | +4,000+33.3% | Added |
| Aigen Investment Management, LP | 15,870 | $37.9K | 0.01% | +15,870 | New |
| HB Wealth Management, LLC | 15,853 | $37.9K | 0.00% | +15,853 | New |
| International Assets Investment Management, LLC | 15,540 | $37.1K | 0.00% | −3,090−16.6% | Reduced |
| D.A. Davidson & Co. | 15,438 | $36.9K | 0.00% | −63−0.4% | Reduced |
| New Republic Capital, LLC | 15,335 | $36.7K | 0.03% | +1,283+9.1% | Added |
| Summit Trail Advisors, LLC | 15,170 | $36.3K | 0.00% | +4,244+38.8% | Added |
| 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 |
| 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 |
| IFP Advisors, Inc | 13,903 | $33.2K | 0.00% | −1,897−12.0% | Reduced |
| Greenleaf Trust | 13,578 | $32.5K | 0.00% | +13,578 | New |
| Capital Investment Advisory Services, LLC | 13,500 | $32.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13,287 | $31.8K | 0.00% | +2,538+23.6% | Added |
| PFG Advisors | 13,261 | $31.7K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 12,988 | $31.0K | 0.00% | −5,032−27.9% | Reduced |
| Bank Hapoalim BM | 13,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 12,923 | $30.9K | 0.00% | −1,600−11.0% | Reduced |
| WorthPointe, LLC | 12,913 | $30.9K | 0.02% | +12,913 | New |
| David Loasby | 12,953 | $30.8K | 0.00% | −8,012−38.2% | Reduced |
| Sterling Financial Group, Inc. | 12,851 | $30.7K | 0.02% | −349−2.6% | Reduced |
| Balyasny Asset Management LLC | 12,804 | $30.6K | 0.00% | −44,741−77.7% | Reduced |
| Waldron Private Wealth LLC | 12,740 | $30.4K | 0.00% | +12,740 | New |
| Fisher Asset Management, LLC | 12,690 | $30.3K | 0.00% | −6,629−34.3% | Reduced |
| Johnson Investment Counsel Inc | 12,632 | $30.2K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 12,580 | $30.1K | 0.03% | +12,580 | New |
| Transcend Wealth Collective, LLC | 12,418 | $29.7K | 0.00% | −1,078−8.0% | Reduced |