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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 50,272 | $130.6K | 0.00% | −4,315−7.9% | Reduced |
| Claro Advisors LLC | 50,737 | $131.4K | 0.02% | +1,206+2.4% | Added |
| CWM, LLC | 51,514 | $133.0K | 0.00% | +29,444+133.4% | Added |
| Boston Private Wealth LLC | 51,658 | $133.8K | 0.00% | +6,000+13.1% | Added |
| Callan Capital, LLC | 51,918 | $134.5K | 0.01% | +11,391+28.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 52,352 | $135.6K | 0.00% | +10,865+26.2% | Added |
| Fort Point Capital Partners LLC | 52,368 | $135.6K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 52,564 | $136.1K | 0.01% | +1,792+3.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 55,012 | $142.5K | 0.09% | −8,239−13.0% | Reduced |
| Wedbush Securities Inc | 56,019 | $145.0K | 0.01% | +56,019 | New |
| O'Keefe Stevens Advisory, Inc. | 56,491 | $146.3K | 0.05% | +22,750+67.4% | Added |
| State Street Corp | 56,854 | $147.3K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 57,392 | $148.6K | 0.00% | −273,239−82.6% | Reduced |
| Lake Street Advisors Group, LLC | 59,102 | $153.1K | 0.01% | +1,561+2.7% | Added |
| Tower Research Capital LLC (TRC) | 60,503 | $156.7K | 0.00% | +37,702+165.4% | Added |
| Cape Investment Advisory, Inc. | 60,800 | $157.5K | 0.07% | +3,147+5.5% | Added |
| Ronald Blue Trust, Inc. | 60,883 | $157.7K | 0.00% | −227−0.4% | Reduced |
| MAI Capital Management | 60,888 | $157.7K | 0.00% | +60,888 | New |
| Bruce G. Allen Investments, LLC | 61,412 | $159.1K | 0.13% | +3,986+6.9% | Added |
| Pitcairn Co | 62,089 | $160.8K | 0.01% | +13,643+28.2% | Added |
| Bank of Montreal | 62,044 | $161.3K | 0.00% | −4,126−6.2% | Reduced |
| Synovus Financial Corp | 65,205 | $168.9K | 0.00% | −469−0.7% | Reduced |
| Forum Financial Management, LP | 66,294 | $171.7K | 0.00% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 66,855 | $173.2K | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 67,358 | $174.5K | 0.00% | +25,609+61.3% | Added |
| Dynamic Advisor Solutions LLC | 67,641 | $175.2K | 0.01% | +241+0.4% | Added |
| Sivia Capital Partners, LLC | 68,946 | $178.6K | 0.12% | +374+0.5% | Added |
| Toronto Dominion Bank | 69,605 | $180.3K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 70,742 | $183.2K | 0.00% | −4,168−5.6% | Reduced |
| Marcum Wealth, LLC | 71,240 | $184.5K | 0.02% | −8,822−11.0% | Reduced |
| Alliance Wealth Advisors, LLC | 71,697 | $185.7K | 0.12% | +73+0.1% | Added |
| Kestra Advisory Services, LLC | 73,054 | $189.2K | 0.00% | +33,879+86.5% | Added |
| Independent Advisor Alliance | 73,237 | $189.7K | 0.01% | −15,329−17.3% | Reduced |
| Two Sigma Investments, LP | 76,472 | $198.1K | 0.00% | +34,600+82.6% | Added |
| Foundations Investment Advisors, LLC | 76,727 | $198.7K | 0.01% | −14,194−15.6% | Reduced |
| Two Sigma Securities, LLC | 79,695 | $206.4K | 0.01% | +79,695 | New |
| CI Private Wealth, LLC | 80,334 | $208.1K | 0.00% | −75,296−48.4% | Reduced |
| New York State Common Retirement Fund | 80,404 | $208.2K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 80,445 | $208.4K | 0.00% | +34,179+73.9% | Added |
| XTX Topco Ltd | 81,546 | $211.2K | 0.03% | −11,482−12.3% | Reduced |
| Earnest Partners LLC | 82,504 | $213.7K | 0.00% | −7,196−8.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 84,456 | $218.7K | 0.00% | +14,981+21.6% | Added |
| Atomi Financial Group, Inc. | 85,187 | $220.6K | 0.02% | +40,828+92.0% | Added |
| We Are One Seven, LLC | 85,458 | $221.3K | 0.01% | −16,551−16.2% | Reduced |
| Prosperity Consulting Group, LLC | 87,958 | $227.8K | 0.03% | +40,783+86.5% | Added |
| Kathmere Capital Management, LLC | 89,069 | $230.7K | 0.03% | +53,927+153.5% | Added |
| Continuum Advisory, LLC | 85,163 | $230.8K | 0.03% | −41,900−33.0% | Reduced |
| Cetera Trust Company, N.A | 89,475 | $231.7K | 0.14% | −14,345−13.8% | Reduced |
| Advisory Services Network, LLC | 92,286 | $239.0K | 0.01% | +6,982+8.2% | Added |
| Cypress Wealth Services, LLC | 93,049 | $241.0K | 0.06% | −13,814−12.9% | Reduced |
| Sepio Capital, LP | 93,484 | $242.1K | 0.02% | +93,484 | New |
| Aaron Wealth Advisors | 93,948 | $243.3K | 0.03% | +93,948 | New |
| Eqis Capital Management, Inc. | 94,544 | $244.9K | 0.02% | −8,183−8.0% | Reduced |
| Stephens Inc | 96,832 | $250.8K | 0.00% | +11,993+14.1% | Added |
| Anchor Investment Management, LLC | 103,000 | $266.8K | 0.03% | −1,500−1.4% | Reduced |
| Ballentine Partners, LLC | 105,634 | $273.6K | 0.01% | +26,556+33.6% | Added |
| Integrated Wealth Concepts LLC | 107,029 | $277.2K | 0.00% | −488−0.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 107,643 | $278.8K | 0.02% | −5,761−5.1% | Reduced |
| First Affirmative Financial Network | 108,546 | $281.1K | 0.21% | +315+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 113,636 | $294.0K | 0.00% | +5,991+5.6% | Added |
| Syon Capital LLC | 115,456 | $299.0K | 0.03% | +36,482+46.2% | Added |
| Glenmede Trust Co NA | 117,163 | $303.5K | 0.00% | +9,688+9.0% | Added |
| Evergreen Capital Management LLC | 117,310 | $303.8K | 0.01% | +6,196+5.6% | Added |
| Foster Victor Wealth Advisors, LLC | 124,368 | $312.2K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 126,463 | $327.5K | 0.00% | −11,902−8.6% | Reduced |
| Park Avenue Securities LLC | 131,417 | $340.0K | 0.00% | +7,182+5.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 131,684 | $341.1K | 0.05% | +1,752+1.3% | Added |
| Commonwealth Equity Services, LLC | 135,494 | $351.0K | 0.00% | −797,482−85.5% | Reduced |
| Eagle Asset Management Inc | 138,411 | $355.7K | 0.00% | −3,518−2.5% | Reduced |
| Apollon Wealth Management, LLC | 137,715 | $356.7K | 0.01% | +13,541+10.9% | Added |
| Schonfeld Strategic Advisors LLC | 143,716 | $372.2K | 0.00% | +59,816+71.3% | Added |
| Pacer Advisors, Inc. | 146,373 | $379.1K | 0.00% | −7,470−4.9% | Reduced |
| Cable Hill Partners, LLC | 160,713 | $382.5K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 151,209 | $391.6K | 0.03% | −9,790−6.1% | Reduced |
| Brinker Capital Investments, LLC | 152,082 | $393.9K | 0.00% | −40,308−21.0% | Reduced |
| Orion Portfolio Solutions, LLC | 152,082 | $393.9K | 0.00% | −40,308−21.0% | Reduced |
| Cubist Systematic Strategies, LLC | 154,449 | $400.0K | 0.00% | −264,586−63.1% | Reduced |
| Pinnacle Associates Ltd | 157,205 | $407.2K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 160,439 | $415.5K | 0.00% | +11,212+7.5% | Added |
| HF Advisory Group, LLC | 167,883 | $434.8K | 0.24% | +167,883 | New |
| Cresset Asset Management, LLC | 169,035 | $437.8K | 0.00% | −9,129−5.1% | Reduced |
| Gallacher Capital Management LLC | 170,953 | $442.8K | 0.22% | +2,665+1.6% | Added |
| CAPROCK Group, Inc. | 175,745 | $455.2K | 0.03% | +621+0.4% | Added |
| Vident Advisory, LLC | 178,291 | $461.8K | 0.01% | +22,941+14.8% | Added |
| Groupama Asset Managment | 711,144 | $465.0K | 0.01% | +711,144 | New |
| Captrust Financial Advisors | 185,197 | $479.7K | 0.00% | −67,027−26.6% | Reduced |
| Private Advisor Group, LLC | 187,999 | $486.9K | 0.00% | −23,705−11.2% | Reduced |
| Voya Financial Advisors, Inc. | 185,954 | $489.1K | 0.06% | +11,580+6.6% | Added |
| Grey Street Capital, LLC | 189,451 | $490.7K | 0.07% | +189,451 | New |
| Mount Yale Investment Advisors, LLC | 191,614 | $496.3K | 0.04% | +191,614 | New |
| Envestnet Portfolio Solutions, Inc. | 196,875 | $509.9K | 0.00% | −57,607−22.6% | Reduced |
| Edge Wealth Management LLC | 200,000 | $518.0K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 200,529 | $519.4K | 0.14% | +6,445+3.3% | Added |
| The PNC Financial Services Group, Inc. | 206,420 | $534.6K | 0.00% | −46,796−18.5% | Reduced |
| Susquehanna International Group, LLP | 207,613 | $537.7K | 0.00% | −118,263−36.3% | Reduced |
| Wetherby Asset Management Inc | 224,723 | $582.0K | 0.03% | −7,052−3.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 227,169 | $588.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 235,506 | $610.0K | 0.04% | −47,138−16.7% | Reduced |
| Intrust Bank NA | 236,286 | $612.0K | 0.07% | −44,206−15.8% | Reduced |
| Quantbot Technologies LP | 240,532 | $623.0K | 0.04% | −48,887−16.9% | Reduced |