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, Q1 2024
Institutional positions in Lloyds Banking Group plc as of Mar 31, 2024. 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
- 389
- 0 vs. Q4 2023
- Shares held
- 371.6M
- −4.91M (−1.3%) vs. Q4 2023
- Total value
- $961.5M
- +$92.7M (+10.7%) vs. Q4 2023
- New holders
- 44
- 163 more added
- Sold out
- 44
- 121 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | 89,948,537 | $233.0M | 3.20% | +25,351,270+39.2% | Added |
| Goldman Sachs Group Inc | 22,193,207 | $57.5M | 0.01% | +26,845+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 20,327,826 | $52.6M | 0.05% | +6,061,402+42.5% | Added |
| Dimensional Fund Advisors LP | 17,874,484 | $46.3M | 0.01% | −751,195−4.0% | Reduced |
| Morgan Stanley | 17,198,695 | $44.5M | 0.00% | −2,000,059−10.4% | Reduced |
| FMR LLC | 16,347,830 | $42.3M | 0.00% | −271,508−1.6% | Reduced |
| Macquarie Group Ltd | 15,545,439 | $40.3M | 0.05% | −1,810,013−10.4% | Reduced |
| CIBC Private Wealth Group, LLC | 12,259,027 | $31.5M | 0.06% | −17,437,564−58.7% | Reduced |
| Morningstar Investment Services LLC | 9,947,897 | $26.2M | 0.29% | −11,199,730−53.0% | Reduced |
| Northern Trust Corp | 9,839,686 | $25.5M | 0.00% | +5,623+0.1% | Added |
| Bank of America Corp | 8,583,862 | $22.2M | 0.00% | −519,026−5.7% | Reduced |
| BlackRock Inc. | 6,915,140 | $17.9M | 0.00% | +305,174+4.6% | Added |
| Millennium Management LLC | 5,736,271 | $14.9M | 0.01% | −254,042−4.2% | Reduced |
| Envestnet Asset Management Inc | 5,735,145 | $14.9M | 0.01% | +66,360+1.2% | Added |
| Janney Capital Management LLC | 5,024,685 | $13.0M | 0.87% | +100,660+2.0% | Added |
| Crossmark Global Holdings, Inc. | 4,959,010 | $12.8M | 0.25% | −141,508−2.8% | Reduced |
| JPMorgan Chase & Co | 4,824,258 | $12.5M | 0.00% | +541,625+12.6% | Added |
| American Century Companies Inc | 4,668,136 | $12.1M | 0.01% | +398,877+9.3% | Added |
| Cowen Investment Management LLC | 4,421,183 | $11.5M | 14.11% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 4,060,740 | $10.5M | 0.02% | +343,753+9.2% | Added |
| Wells Fargo & Company | 3,853,109 | $9.98M | 0.00% | −265,903−6.5% | Reduced |
| CIBC World Markets Inc. | 3,463,652 | $8.97M | 0.02% | +77,973+2.3% | Added |
| Ameriprise Financial Inc | 3,161,827 | $8.20M | 0.00% | +241,891+8.3% | Added |
| O'Shaughnessy Asset Management, LLC | 2,833,546 | $7.34M | 0.08% | +1,875,688+195.8% | Added |
| Neuberger Berman Group LLC | 2,779,783 | $7.24M | 0.01% | +47,127+1.7% | Added |
| Bard Financial Services, Inc. | 2,536,805 | $6.57M | 0.70% | +128,335+5.3% | Added |
| Optiver Holding B.V. | 2,252,522 | $5.89M | 0.24% | −115,707−4.9% | Reduced |
| Norges Bank | 2,000,000 | $5.18M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,939,423 | $5.02M | 0.00% | −357,052−15.5% | Reduced |
| Renaissance Technologies LLC | 1,649,106 | $4.27M | 0.01% | −607,129−26.9% | Reduced |
| Old Mission Capital LLC | 1,621,375 | $4.20M | 0.10% | −622,331−27.7% | Reduced |
| Ethic Inc. | 1,596,619 | $4.14M | 0.10% | −151,114−8.6% | Reduced |
| Franklin Resources Inc | 1,590,404 | $4.12M | 0.00% | +84,676+5.6% | Added |
| QRG Capital Management, Inc. | 1,539,088 | $3.99M | 0.05% | +2,026+0.1% | Added |
| Citadel Advisors LLC | 1,473,867 | $3.82M | 0.00% | +75,839+5.4% | Added |
| Natixis Advisors, L.P. | 1,393,398 | $3.61M | 0.01% | −5,728,870−80.4% | Reduced |
| LPL Financial LLC | 1,374,061 | $3.56M | 0.00% | +238,391+21.0% | Added |
| Timber Creek Capital Management LLC | 1,366,230 | $3.54M | 1.11% | +47,015+3.6% | Added |
| Cetera Investment Advisers | 1,214,920 | $3.15M | 0.01% | +1,145,643+1,653.7% | Added |
| Raymond James & Associates | 1,159,417 | $3.00M | 0.00% | −1,284,352−52.6% | Reduced |
| Advisors Management Group Inc | 1,067,408 | $2.77M | 0.69% | −8,697−0.8% | Reduced |
| Logan Capital Management Inc | 1,050,378 | $2.72M | 0.12% | +1,050,378 | New |
| MML Investors Services, LLC | 1,024,135 | $2.65M | 0.01% | −16,596−1.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,003,630 | $2.60M | 0.06% | +2,108+0.2% | Added |
| Stifel Financial Corp | 1,001,279 | $2.59M | 0.00% | +410,240+69.4% | Added |
| AMG National Trust Bank | 997,099 | $2.58M | 0.08% | +997,099 | New |
| HRT Financial LP | 958,759 | $2.48M | 0.02% | +547,423+133.1% | Added |
| Citigroup Inc | 948,050 | $2.46M | 0.00% | +151,145+19.0% | Added |
| Henry James International Management, Inc. | 919,039 | $2.38M | 0.73% | +1,374+0.1% | Added |
| Mercer Global Advisors Inc | 901,869 | $2.34M | 0.01% | −102,600−10.2% | Reduced |
| Virtu Financial LLC | 895,221 | $2.32M | 0.18% | +758,228+553.5% | Added |
| Semmax Financial Advisors Inc. | 795,634 | $2.21M | 0.73% | −124,835−13.6% | Reduced |
| Point72 Asset Management, L.P. | 831,800 | $2.15M | 0.01% | +527,800+173.6% | Added |
| Ritholtz Wealth Management | 751,354 | $1.95M | 0.07% | +406,646+118.0% | Added |
| TownSquare Capital, LLC | 696,234 | $1.80M | 0.03% | +696,234 | New |
| HighTower Advisors, LLC | 694,909 | $1.79M | 0.00% | +82,523+13.5% | Added |
| Rockefeller Capital Management L.P. | 668,171 | $1.73M | 0.01% | −40,992−5.8% | Reduced |
| SEI Investments Co | 663,745 | $1.72M | 0.00% | +32,300+5.1% | Added |
| Creative Planning | 659,940 | $1.71M | 0.00% | +75,968+13.0% | Added |
| Oppenheimer Asset Management Inc. | 643,240 | $1.67M | 0.02% | −11,169−1.7% | Reduced |
| English Capital Management LLC | 629,115 | $1.63M | 1.28% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 623,707 | $1.62M | 0.00% | −61,975−9.0% | Reduced |
| Charles Schwab Investment Management Inc | 597,057 | $1.55M | 0.00% | +197,878+49.6% | Added |
| Royal Bank of Canada | 529,726 | $1.37M | 0.00% | +54,584+11.5% | Added |
| Bank of New York Mellon Corp | 528,256 | $1.37M | 0.00% | −83,151−13.6% | Reduced |
| Squarepoint Ops LLC | 502,058 | $1.30M | 0.01% | −104,911−17.3% | Reduced |
| Marshall Wace, LLP | 493,464 | $1.28M | 0.00% | +493,464 | New |
| Mariner, LLC | 492,216 | $1.27M | 0.00% | +21,585+4.6% | Added |
| First Trust Advisors LP | 481,382 | $1.25M | 0.00% | −138,120−22.3% | Reduced |
| JustInvest LLC | 457,222 | $1.18M | 0.03% | +59,603+15.0% | Added |
| NewEdge Wealth, LLC | 444,107 | $1.15M | 0.03% | +11,210+2.6% | Added |
| Vestmark Advisory Solutions, Inc. | 435,998 | $1.13M | 0.05% | +3,101+0.7% | Added |
| Cerity Partners LLC | 434,852 | $1.13M | 0.00% | +229,368+111.6% | Added |
| US Bancorp | 406,443 | $1.05M | 0.00% | +82,735+25.6% | Added |
| Pathstone Holdings, LLC | 388,868 | $1.01M | 0.00% | +170,433+78.0% | Added |
| Twin City Private Wealth, LLC | 374,249 | $969.3K | 0.95% | +374,249 | New |
| Qtron Investments LLC | 369,351 | $956.6K | 0.14% | 00.0% | Unchanged |
| DRW Securities, LLC | 364,710 | $944.6K | 0.05% | −282,826−43.7% | Reduced |
| Global Retirement Partners, LLC | 358,192 | $927.7K | 0.03% | +27,498+8.3% | Added |
| Naviter Wealth, LLC | 354,858 | $919.1K | 0.15% | +78,195+28.3% | Added |
| Jane Street Group, LLC | 329,489 | $853.4K | 0.00% | −259,977−44.1% | Reduced |
| Truist Financial Corp | 316,933 | $820.9K | 0.00% | +57,206+22.0% | Added |
| Avantax Advisory Services, Inc. | 292,670 | $758.0K | 0.01% | +96,299+49.0% | Added |
| Signaturefd, LLC | 269,593 | $698.2K | 0.01% | +17,867+7.1% | Added |
| Janney Montgomery Scott LLC | 266,603 | $691.0K | 0.00% | +43,150+19.3% | Added |
| Yousif Capital Management, LLC | 265,182 | $686.8K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 260,720 | $675.3K | 0.02% | +14,353+5.8% | Added |
| Veriti Management LLC | 256,913 | $665.4K | 0.05% | −52,866−17.1% | Reduced |
| Advisor Group Holdings, Inc. | 243,183 | $629.8K | 0.00% | −243,724−50.1% | Reduced |
| Quantbot Technologies LP | 240,532 | $623.0K | 0.04% | −48,887−16.9% | Reduced |
| Intrust Bank NA | 236,286 | $612.0K | 0.07% | −44,206−15.8% | Reduced |
| Ellevest, Inc. | 235,506 | $610.0K | 0.04% | −47,138−16.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 227,169 | $588.4K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 224,723 | $582.0K | 0.03% | −7,052−3.0% | Reduced |
| Susquehanna International Group, LLP | 207,613 | $537.7K | 0.00% | −118,263−36.3% | Reduced |
| The PNC Financial Services Group, Inc. | 206,420 | $534.6K | 0.00% | −46,796−18.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 200,529 | $519.4K | 0.14% | +6,445+3.3% | Added |
| Edge Wealth Management LLC | 200,000 | $518.0K | 0.11% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 196,875 | $509.9K | 0.00% | −57,607−22.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 191,614 | $496.3K | 0.04% | +191,614 | New |