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 |
|---|---|---|---|---|---|
| Catalina Capital Group, LLC | 16,150 | $41.8K | 0.02% | +16,150 | New |
| Summit Trail Advisors, LLC | 16,601 | $43.0K | 0.00% | +1,431+9.4% | Added |
| HB Wealth Management, LLC | 16,780 | $43.5K | 0.00% | +927+5.8% | Added |
| Cooper Financial Group | 16,932 | $43.9K | 0.01% | +16,932 | New |
| Keybank National Association | 16,999 | $44.0K | 0.00% | −3,841−18.4% | Reduced |
| Nemes Rush Group LLC | 17,679 | $45.8K | 0.01% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 17,727 | $45.9K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 18,020 | $46.7K | 0.00% | −3,096−14.7% | Reduced |
| Raymond James Trust N.A. | 18,232 | $47.2K | 0.00% | −23,517−56.3% | Reduced |
| First Horizon Advisors, Inc. | 18,431 | $47.7K | 0.00% | +184+1.0% | Added |
| Lido Advisors, LLC | 18,721 | $48.5K | 0.00% | +1,358+7.8% | Added |
| Seven Mile Advisory | 18,765 | $48.6K | 0.04% | −658−3.4% | Reduced |
| Keel Point, LLC | 18,917 | $49.0K | 0.01% | −2,395−11.2% | Reduced |
| TCG Advisory Services, LLC | 18,963 | $49.1K | 0.00% | +8,513+81.5% | Added |
| Retirement Planning Co of New England, Inc. | 19,046 | $49.3K | 0.03% | +19,046 | New |
| Wedmont Private Capital | 19,058 | $50.5K | 0.00% | +1,514+8.6% | Added |
| Bleakley Financial Group, LLC | 19,566 | $50.7K | 0.00% | −1,209−5.8% | Reduced |
| Simplicity Wealth,LLC | 19,566 | $50.7K | 0.00% | +19,566 | New |
| Moody National Bank Trust Division | 19,757 | $51.2K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 19,850 | $51.4K | 0.04% | +2,226+12.6% | Added |
| Axxcess Wealth Management, LLC | 19,851 | $51.4K | 0.00% | −1,727−8.0% | Reduced |
| Park Circle Co | 20,000 | $51.8K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 20,067 | $52.0K | 0.00% | +11,834+143.7% | Added |
| Sterling Financial Group, Inc. | 20,203 | $52.3K | 0.02% | +7,352+57.2% | Added |
| Centurion Wealth Management LLC | 20,270 | $52.5K | 0.02% | +788+4.0% | Added |
| Spire Wealth Management | 20,271 | $52.5K | 0.00% | +788+4.0% | Added |
| Capital Asset Advisory Services LLC | 19,851 | $52.6K | 0.00% | −1,727−8.0% | Reduced |
| IFP Advisors, Inc | 20,436 | $52.9K | 0.00% | +6,533+47.0% | Added |
| Kestra Private Wealth Services, LLC | 20,628 | $53.4K | 0.00% | −378−1.8% | Reduced |
| Warren Street Wealth Advisors, LLC | 20,720 | $53.7K | 0.03% | +8,392+68.1% | Added |
| West Family Investments, Inc. | 21,281 | $55.1K | 0.02% | +659+3.2% | Added |
| Allworth Financial LP | 21,434 | $55.5K | 0.00% | +402+1.9% | Added |
| Cidel Asset Management Inc | 21,601 | $55.9K | 0.00% | −7,405−25.5% | Reduced |
| Peapack Gladstone Financial Corp | 22,001 | $57.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 22,402 | $58.0K | 0.00% | −6,083−21.4% | Reduced |
| Assetmark, Inc | 22,693 | $58.8K | 0.00% | +10.0% | Added |
| AlphaMark Advisors, LLC | 22,867 | $59.0K | 0.02% | +11,315+97.9% | Added |
| Sage Mountain Advisors LLC | 23,006 | $59.6K | 0.01% | +143+0.6% | Added |
| Octavia Wealth Advisors, LLC | 23,194 | $60.1K | 0.01% | −1,520−6.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 23,447 | $60.5K | 0.00% | +756+3.3% | Added |
| Rehmann Capital Advisory Group | 23,732 | $61.5K | 0.00% | −19,490−45.1% | Reduced |
| Beacon Pointe Advisors, LLC | 23,765 | $61.6K | 0.00% | +948+4.2% | Added |
| ProVise Management Group, LLC | 23,801 | $61.6K | 0.01% | −9,000−27.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 24,114 | $62.5K | 0.01% | +24,114 | New |
| Virtue Capital Management, LLC | 24,916 | $62.6K | 0.01% | −432−1.7% | Reduced |
| Marino, Stram & Associates LLC | 24,503 | $63.5K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 24,600 | $63.7K | 0.05% | +24,600 | New |
| GAMMA Investing LLC | 24,976 | $64.7K | 0.01% | +4,455+21.7% | Added |
| Traveka Wealth, LLC | 25,909 | $67.1K | 0.03% | +2,109+8.9% | Added |
| Prospera Financial Services Inc | 25,949 | $67.2K | 0.00% | −5,513−17.5% | Reduced |
| Personal Cfo Solutions, LLC | 26,128 | $67.7K | 0.01% | +4,135+18.8% | Added |
| Great Diamond Partners, LLC | 26,344 | $68.2K | 0.02% | −4,124−13.5% | Reduced |
| Russell Investments Group, Ltd. | 26,453 | $68.5K | 0.00% | +15,348+138.2% | Added |
| Lifeworks Advisors, LLC | 26,611 | $68.9K | 0.02% | +26,611 | New |
| Investors Research Corp | 27,135 | $70.3K | 0.02% | +25,000+1,171.0% | Added |
| Crumly & Associates Inc. | 27,779 | $71.9K | 0.02% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 28,162 | $72.9K | 0.04% | +501+1.8% | Added |
| Capstone Investment Advisors, LLC | 28,184 | $73.0K | 0.00% | −24,809−46.8% | Reduced |
| Copperleaf Capital, LLC | 29,744 | $77.0K | 0.07% | +1,516+5.4% | Added |
| Ascent Group, LLC | 30,300 | $78.5K | 0.01% | +18,874+165.2% | Added |
| Vicus Capital | 30,483 | $79.0K | 0.01% | +30,483 | New |
| Steward Partners Investment Advisory, LLC | 31,633 | $81.9K | 0.00% | +27,295+629.2% | Added |
| Five Oceans Advisors | 31,667 | $82.0K | 0.04% | +30.0% | Added |
| Addison Advisors LLC | 31,831 | $82.4K | 0.03% | +98+0.3% | Added |
| Holistic Financial Partners | 32,058 | $83.0K | 0.04% | 00.0% | Unchanged |
| AQR Capital Management LLC | 32,273 | $83.6K | 0.00% | +32,273 | New |
| PDS Planning, Inc | 32,286 | $83.6K | 0.01% | −1,483−4.4% | Reduced |
| Lindbrook Capital, LLC | 32,862 | $85.1K | 0.01% | +1,032+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 33,552 | $86.9K | 0.00% | +33,552 | New |
| Sanibel Captiva Trust Company, Inc. | 33,932 | $87.9K | 0.00% | +1,043+3.2% | Added |
| Smartleaf Asset Management LLC | 33,600 | $88.4K | 0.02% | +1,961+6.2% | Added |
| Savant Capital, LLC | 34,305 | $88.9K | 0.00% | +5,032+17.2% | Added |
| Prudent Man Advisors, LLC | 34,326 | $88.9K | 0.03% | −7,337−17.6% | Reduced |
| Scotia Capital Inc. | 34,450 | $89.2K | 0.00% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 35,044 | $90.8K | 0.05% | +35,044 | New |
| Wealthstream Advisors, Inc. | 36,428 | $94.3K | 0.04% | +1,888+5.5% | Added |
| Drive Wealth Management, LLC | 37,556 | $97.3K | 0.03% | −2,324−5.8% | Reduced |
| Sage Rhino Capital LLC | 37,909 | $98.2K | 0.02% | +2,688+7.6% | Added |
| Prime Capital Investment Advisors, LLC | 38,307 | $99.2K | 0.00% | −3,767−9.0% | Reduced |
| CFO4Life Group, LLC | 38,478 | $99.7K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 38,516 | $99.8K | 0.00% | +4,167+12.1% | Added |
| Rodgers Brothers Inc. | 39,000 | $101.0K | 0.01% | +6,000+18.2% | Added |
| Invesco Ltd. | 39,205 | $101.5K | 0.00% | +9,604+32.4% | Added |
| Parallel Advisors, LLC | 39,912 | $103.4K | 0.00% | +3,140+8.5% | Added |
| Lincoln National Corp | 40,536 | $105.0K | 0.00% | −9,451−18.9% | Reduced |
| Trust Point Inc. | 40,720 | $105.5K | 0.01% | +22,268+120.7% | Added |
| Clarius Group, LLC | 43,816 | $113.5K | 0.01% | −964−2.2% | Reduced |
| Checchi Capital Advisers, LLC | 44,233 | $114.6K | 0.01% | +888+2.0% | Added |
| BSW Wealth Partners | 45,268 | $117.2K | 0.02% | −49,979−52.5% | Reduced |
| Schechter Investment Advisors, LLC | 45,790 | $118.6K | 0.01% | −4,113−8.2% | Reduced |
| HighPoint Advisor Group LLC | 44,539 | $119.0K | 0.01% | +791+1.8% | Added |
| Valeo Financial Advisors, LLC | 47,135 | $119.7K | 0.00% | +7,264+18.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 47,090 | $122.0K | 0.00% | +47,090 | New |
| Change Path, LLC | 47,224 | $122.0K | 0.00% | +29,486+166.2% | Added |
| Legacy Financial Advisors, Inc. | 47,396 | $122.8K | 0.02% | −6,730−12.4% | Reduced |
| Centiva Capital, LP | 47,543 | $123.1K | 0.01% | +47,543 | New |
| Aprio Wealth Management, LLC | 47,613 | $123.3K | 0.02% | +19,857+71.5% | Added |
| Tranquilli Financial Advisor LLC | 47,700 | $123.5K | 0.08% | +9,929+26.3% | Added |
| Optas, LLC | 48,448 | $125.5K | 0.03% | −12,026−19.9% | Reduced |
| Perigon Wealth Management, LLC | 49,813 | $129.0K | 0.00% | +3,122+6.7% | Added |