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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 120 | $311 | 0.00% | −2,367−95.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 142 | $370 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 174 | $451 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 201 | $521 | 0.00% | −67−25.0% | Reduced |
| Geneos Wealth Management Inc. | 237 | $614 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 238 | $626 | 0.00% | −24−9.2% | Reduced |
| Cornerstone Planning Group LLC | 309 | $804 | 0.00% | +59+23.6% | Added |
| Hexagon Capital Partners LLC | 375 | $971 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 450 | $1.17K | 0.00% | −83−15.6% | Reduced |
| TD Private Client Wealth LLC | 477 | $1.24K | 0.00% | −2,039−81.0% | Reduced |
| CVA Family Office, LLC | 493 | $1.28K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 698 | $1.81K | 0.00% | +413+144.9% | Added |
| Harbour Investments, Inc. | 822 | $2.13K | 0.00% | +822 | New |
| EntryPoint Capital, LLC | 866 | $2.24K | 0.00% | +866 | New |
| Rothschild Investment LLC | 900 | $2.33K | 0.00% | −1,337−59.8% | Reduced |
| RFP Financial Group LLC | 976 | $2.53K | 0.00% | −1,474−60.2% | Reduced |
| Tradewinds Capital Management, LLC | 1,000 | $2.59K | 0.00% | +1,000 | New |
| HighMark Wealth Management LLC | 1,047 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,077 | $3.00K | 0.00% | +1,077 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,177 | $3.05K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,444 | $3.45K | 0.00% | +1,444 | New |
| Bell Investment Advisors, Inc | 1,494 | $3.87K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,667 | $4.32K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,691 | $4.38K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,106 | $5.00K | 0.00% | +429+25.6% | Added |
| Glen Eagle Advisors, LLC | 2,000 | $5.18K | 0.00% | −2,000−50.0% | Reduced |
| Barclays PLC | 2,050 | $5.31K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,250 | $5.83K | 0.00% | +2,250 | New |
| Cutler Group LP | 2,332 | $6.00K | 0.00% | +2,122+1,010.5% | Added |
| Raffa Wealth Management, LLC | 2,712 | $7.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,783 | $7.15K | 0.00% | −134−4.6% | Reduced |
| Redmont Wealth Advisors LLC | 2,771 | $7.18K | 0.01% | +2,771 | New |
| Umb Bank N A | 2,804 | $7.26K | 0.00% | −1,132−28.8% | Reduced |
| HHM Wealth Advisors, LLC | 2,877 | $7.45K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,080 | $7.98K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3,233 | $8.37K | 0.01% | +2,535+363.2% | Added |
| NBC Securities, Inc. | 3,538 | $9.00K | 0.00% | +1,000+39.4% | Added |
| Parkside Financial Bank & Trust | 3,558 | $9.22K | 0.00% | +189+5.6% | Added |
| Huntington National Bank | 3,952 | $10.2K | 0.00% | +3,951+395,100.0% | Added |
| JFS Wealth Advisors, LLC | 4,209 | $10.9K | 0.00% | +1,202+40.0% | Added |
| Pacifica Partners Inc. | 5,000 | $12.9K | 0.01% | −6,175−55.3% | Reduced |
| Eagle Bay Advisors LLC | 6,470 | $16.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7,001 | $18.1K | 0.01% | +7,001 | New |
| Headlands Technologies LLC | 7,507 | $19.4K | 0.00% | −3,941−34.4% | Reduced |
| TD Waterhouse Canada Inc. | 7,100 | $21.1K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 9,229 | $23.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9,418 | $24.4K | 0.00% | +5,788+159.4% | Added |
| Shepherd Financial Partners LLC | 10,000 | $25.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10,057 | $26.0K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 10,076 | $26.1K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 10,163 | $26.3K | 0.00% | +19+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,260 | $26.6K | 0.00% | +10,260 | New |
| Brown Advisory Inc | 10,268 | $26.6K | 0.00% | +10,268 | New |
| Exencial Wealth Advisors, LLC | 10,493 | $27.2K | 0.00% | −1,211−10.3% | Reduced |
| Hoxton Planning & Management, LLC | 10,657 | $27.6K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 10,797 | $28.0K | 0.01% | +216+2.0% | Added |
| Boston Common Asset Management, LLC | 10,864 | $28.0K | 0.00% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 11,028 | $28.6K | 0.00% | +11,028 | New |
| National Philanthropic Trust | 11,099 | $28.7K | 0.00% | −668−5.7% | Reduced |
| Snowden Capital Advisors LLC | 11,201 | $29.0K | 0.00% | +11,201 | New |
| RSM US Wealth Management LLC | 11,246 | $29.1K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 11,294 | $29.3K | 0.00% | +11,294 | New |
| Susquehanna International Securities, Ltd. | 11,693 | $30.3K | 0.01% | +11,693 | New |
| FMB Wealth Management | 11,906 | $30.8K | 0.02% | +10.0% | Added |
| Colonial Trust Co | 12,000 | $31.1K | 0.01% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 12,030 | $31.2K | 0.00% | +2,030+20.3% | Added |
| Proequities, Inc. | 12,050 | $31.2K | 0.00% | −358−2.9% | Reduced |
| Cherrydale Wealth Management, LLC | 12,104 | $31.3K | 0.01% | −129−1.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 12,180 | $31.5K | 0.00% | +300+2.5% | Added |
| Salem Investment Counselors Inc | 12,500 | $32.4K | 0.00% | −24,200−65.9% | Reduced |
| SRS Capital Advisors, Inc. | 12,568 | $32.6K | 0.00% | +311+2.5% | Added |
| Johnson Investment Counsel Inc | 12,632 | $32.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 12,462 | $33.5K | 0.00% | −461−3.6% | Reduced |
| Brighton Jones LLC | 13,089 | $33.9K | 0.00% | +874+7.2% | Added |
| Beverly Hills Private Wealth, LLC | 13,114 | $34.0K | 0.01% | +13,114 | New |
| Dynamic Technology Lab Private Ltd | 12,939 | $34.0K | 0.00% | −1,600−11.0% | Reduced |
| Bank Hapoalim BM | 13,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 13,261 | $34.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 13,283 | $34.4K | 0.00% | +4,654+53.9% | Added |
| Capital Investment Advisory Services, LLC | 13,500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,506 | $35.0K | 0.00% | +2,668+24.6% | Added |
| Enterprise Financial Services Corp | 13,761 | $35.6K | 0.02% | −35,864−72.3% | Reduced |
| GWM Advisors LLC | 13,951 | $36.1K | 0.00% | +11,966+602.8% | Added |
| Coppell Advisory Solutions Corp. | 14,392 | $37.3K | 0.01% | +14,392 | New |
| Savvy Advisors, Inc. | 14,486 | $37.5K | 0.02% | +1,906+15.2% | Added |
| Riversedge Advisors, LLC | 14,655 | $38.0K | 0.01% | +3,540+31.8% | Added |
| Breakwater Capital Group | 14,729 | $38.1K | 0.01% | −4,181−22.1% | Reduced |
| Sweet Financial Partners, LLC | 15,000 | $38.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,000 | $38.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 14,840 | $39.0K | 0.02% | 00.0% | Unchanged |
| New Republic Capital, LLC | 15,335 | $39.7K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 15,386 | $39.9K | 0.00% | +15,386 | New |
| D.A. Davidson & Co. | 15,438 | $40.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 15,481 | $40.1K | 0.01% | +4,607+42.4% | Added |
| Concurrent Investment Advisors, LLC | 15,601 | $40.4K | 0.00% | −325−2.0% | Reduced |
| Radnor Capital Management, LLC | 16,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16,072 | $41.1K | 0.00% | +4,955+44.6% | Added |
| Two Sigma Advisers, LP | 15,900 | $41.2K | 0.00% | −38,100−70.6% | Reduced |
| Waldron Private Wealth LLC | 15,925 | $41.2K | 0.00% | +3,185+25.0% | Added |