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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 12,408 | $29.7K | 0.00% | −3,409−21.6% | Reduced |
| LM Advisors LLC | 12,400 | $29.6K | 0.01% | +12,400 | New |
| Fortune Financial Advisors, LLC | 12,337 | $29.5K | 0.02% | +254+2.1% | Added |
| Warren Street Wealth Advisors, LLC | 12,328 | $29.5K | 0.02% | +12,328 | New |
| Bayesian Capital Management, LP | 12,300 | $29.4K | 0.00% | +12,300 | New |
| SRS Capital Advisors, Inc. | 12,257 | $29.3K | 0.00% | +2,203+21.9% | Added |
| Cherrydale Wealth Management, LLC | 12,233 | $29.2K | 0.02% | +12,233 | New |
| Brighton Jones LLC | 12,215 | $29.2K | 0.00% | +12,215 | New |
| Colonial Trust Co | 12,000 | $28.7K | 0.01% | −13,000−52.0% | Reduced |
| FMB Wealth Management | 11,905 | $28.5K | 0.03% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 11,880 | $28.4K | 0.00% | −700−5.6% | Reduced |
| National Philanthropic Trust | 11,767 | $28.1K | 0.00% | +11,767 | New |
| AlphaMark Advisors, LLC | 11,552 | $28.0K | 0.01% | +1,980+20.7% | Added |
| Exencial Wealth Advisors, LLC | 11,704 | $28.0K | 0.00% | +11,704 | New |
| Auxier Asset Management | 11,500 | $27.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 11,448 | $27.4K | 0.01% | +11,448 | New |
| RSM US Wealth Management LLC | 11,246 | $26.9K | 0.00% | +11,246 | New |
| EverSource Wealth Advisors, LLC | 11,117 | $26.6K | 0.00% | +8,027+259.8% | Added |
| Riversedge Advisors, LLC | 11,115 | $26.6K | 0.01% | +11,115 | New |
| Choate Investment Advisors | 11,109 | $26.6K | 0.00% | −10,119−47.7% | Reduced |
| Russell Investments Group, Ltd. | 11,105 | $26.5K | 0.00% | +7,783+234.3% | Added |
| Boston Common Asset Management, LLC | 10,864 | $26.0K | 0.00% | −213,473−95.2% | Reduced |
| D'Orazio & Associates, Inc. | 10,874 | $26.0K | 0.00% | +10,874 | New |
| Atria Wealth Solutions, Inc. | 10,838 | $25.9K | 0.00% | +10,838 | New |
| PFW Advisors LLC | 10,688 | $25.5K | 0.01% | −43,947−80.4% | Reduced |
| Corundum Group, Inc. | 10,581 | $25.3K | 0.01% | −161−1.5% | Reduced |
| Naples Money Management LLC | 10,534 | $25.2K | 0.02% | +10,534 | New |
| Hoxton Planning & Management, LLC | 10,657 | $25.0K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,450 | $25.0K | 0.00% | +10,450 | New |
| Pacifica Partners Inc. | 11,175 | $24.9K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 10,193 | $24.4K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 10,144 | $24.2K | 0.00% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 10,135 | $24.2K | 0.02% | +10,135 | New |
| Robertson Stephens Wealth Management, LLC | 10,076 | $24.1K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10,057 | $24.0K | 0.02% | +10,057 | New |
| GM Advisory Group, Inc. | 10,000 | $23.9K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $23.9K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 11,426 | $23.4K | 0.00% | +11,426 | New |
| Foster Group, Inc. | 10,544 | $22.5K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 9,229 | $22.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,629 | $20.6K | 0.00% | +2,049+31.1% | Added |
| GeoWealth Management, LLC | 8,233 | $20.0K | 0.00% | +107+1.3% | Added |
| TD Waterhouse Canada Inc. | 7,100 | $19.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,470 | $15.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,338 | $10.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,000 | $9.56K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,936 | $9.41K | 0.00% | +3,218+448.2% | Added |
| Concord Wealth Partners | 3,630 | $8.68K | 0.00% | −8,419−69.9% | Reduced |
| Parkside Financial Bank & Trust | 3,369 | $8.05K | 0.00% | +2,138+173.7% | Added |
| Private Trust Co NA | 3,080 | $7.36K | 0.00% | −51−1.6% | Reduced |
| JFS Wealth Advisors, LLC | 3,007 | $7.19K | 0.00% | +142+5.0% | Added |
| Farther Finance Advisors, LLC | 2,917 | $6.97K | 0.00% | +2,281+358.6% | Added |
| HHM Wealth Advisors, LLC | 2,877 | $6.88K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,712 | $6.48K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,516 | $6.01K | 0.00% | −122−4.6% | Reduced |
| NBC Securities, Inc. | 2,538 | $6.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,487 | $5.94K | 0.00% | +2,487 | New |
| RFP Financial Group LLC | 2,450 | $5.86K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,237 | $5.35K | 0.00% | +2,237 | New |
| Investors Research Corp | 2,135 | $5.10K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,050 | $4.90K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,985 | $4.74K | 0.00% | +1,985 | New |
| Country Trust Bank | 1,935 | $4.63K | 0.00% | +1,935 | New |
| Fortitude Family Office, LLC | 1,691 | $4.04K | 0.00% | +1,691 | New |
| GW&K Investment Management, LLC | 1,677 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,667 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,494 | $3.57K | 0.00% | +1,245+500.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,177 | $2.81K | 0.00% | +210+21.7% | Added |
| HighMark Wealth Management LLC | 1,047 | $2.50K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 870 | $2.08K | 0.00% | +870 | New |
| Focused Wealth Management, Inc | 824 | $1.97K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 698 | $1.67K | 0.00% | +698 | New |
| Bourgeon Capital Management LLC | 576 | $1.38K | 0.00% | +254+78.9% | Added |
| FinTrust Capital Advisors, LLC | 540 | $1.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 493 | $1.18K | 0.00% | +493 | New |
| Financial Synergies Wealth Advisors, Inc. | 533 | $1.17K | 0.00% | +83+18.4% | Added |
| Jones Financial Companies LLLP | 463 | $1.11K | 0.00% | −743−61.6% | Reduced |
| HBC Financial Services, PLLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 375 | $897 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 360 | $860 | 0.00% | +360 | New |
| Sofos Investments, Inc. | 285 | $682 | 0.00% | −32−10.1% | Reduced |
| Abound Wealth Management | 268 | $641 | 0.00% | +17+6.8% | Added |
| ClariVest Asset Management LLC | 262 | $631 | 0.00% | +262 | New |
| Cornerstone Planning Group LLC | 250 | $598 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 237 | $566 | 0.00% | +237 | New |
| Provenance Wealth Advisors, LLC | 174 | $416 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 137 | $327 | 0.00% | +137 | New |
| Horizon Investments, LLC | 125 | $299 | 0.00% | +125 | New |
| Rosenberg Matthew Hamilton | 44 | $105 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 142 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 210 | $0 | 0.00% | +210 | New |
| 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 |