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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 243,183 | $629.8K | 0.00% | −243,724−50.1% | Reduced |
| Veriti Management LLC | 256,913 | $665.4K | 0.05% | −52,866−17.1% | Reduced |
| Principal Securities, Inc. | 260,720 | $675.3K | 0.02% | +14,353+5.8% | Added |
| Yousif Capital Management, LLC | 265,182 | $686.8K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 266,603 | $691.0K | 0.00% | +43,150+19.3% | Added |
| Signaturefd, LLC | 269,593 | $698.2K | 0.01% | +17,867+7.1% | Added |
| Avantax Advisory Services, Inc. | 292,670 | $758.0K | 0.01% | +96,299+49.0% | Added |
| Truist Financial Corp | 316,933 | $820.9K | 0.00% | +57,206+22.0% | Added |
| Jane Street Group, LLC | 329,489 | $853.4K | 0.00% | −259,977−44.1% | Reduced |
| Naviter Wealth, LLC | 354,858 | $919.1K | 0.15% | +78,195+28.3% | Added |
| Global Retirement Partners, LLC | 358,192 | $927.7K | 0.03% | +27,498+8.3% | Added |
| DRW Securities, LLC | 364,710 | $944.6K | 0.05% | −282,826−43.7% | Reduced |
| Qtron Investments LLC | 369,351 | $956.6K | 0.14% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 374,249 | $969.3K | 0.95% | +374,249 | New |
| Pathstone Holdings, LLC | 388,868 | $1.01M | 0.00% | +170,433+78.0% | Added |
| US Bancorp | 406,443 | $1.05M | 0.00% | +82,735+25.6% | Added |
| Cerity Partners LLC | 434,852 | $1.13M | 0.00% | +229,368+111.6% | Added |
| Vestmark Advisory Solutions, Inc. | 435,998 | $1.13M | 0.05% | +3,101+0.7% | Added |
| NewEdge Wealth, LLC | 444,107 | $1.15M | 0.03% | +11,210+2.6% | Added |
| JustInvest LLC | 457,222 | $1.18M | 0.03% | +59,603+15.0% | Added |
| First Trust Advisors LP | 481,382 | $1.25M | 0.00% | −138,120−22.3% | Reduced |
| Mariner, LLC | 492,216 | $1.27M | 0.00% | +21,585+4.6% | Added |
| Marshall Wace, LLP | 493,464 | $1.28M | 0.00% | +493,464 | New |
| Squarepoint Ops LLC | 502,058 | $1.30M | 0.01% | −104,911−17.3% | Reduced |
| Bank of New York Mellon Corp | 528,256 | $1.37M | 0.00% | −83,151−13.6% | Reduced |
| Royal Bank of Canada | 529,726 | $1.37M | 0.00% | +54,584+11.5% | Added |
| Charles Schwab Investment Management Inc | 597,057 | $1.55M | 0.00% | +197,878+49.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 623,707 | $1.62M | 0.00% | −61,975−9.0% | Reduced |
| English Capital Management LLC | 629,115 | $1.63M | 1.28% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 643,240 | $1.67M | 0.02% | −11,169−1.7% | Reduced |
| Creative Planning | 659,940 | $1.71M | 0.00% | +75,968+13.0% | Added |
| SEI Investments Co | 663,745 | $1.72M | 0.00% | +32,300+5.1% | Added |
| Rockefeller Capital Management L.P. | 668,171 | $1.73M | 0.01% | −40,992−5.8% | Reduced |
| HighTower Advisors, LLC | 694,909 | $1.79M | 0.00% | +82,523+13.5% | Added |
| TownSquare Capital, LLC | 696,234 | $1.80M | 0.03% | +696,234 | New |
| Ritholtz Wealth Management | 751,354 | $1.95M | 0.07% | +406,646+118.0% | Added |
| Point72 Asset Management, L.P. | 831,800 | $2.15M | 0.01% | +527,800+173.6% | Added |
| Semmax Financial Advisors Inc. | 795,634 | $2.21M | 0.73% | −124,835−13.6% | Reduced |
| Virtu Financial LLC | 895,221 | $2.32M | 0.18% | +758,228+553.5% | Added |
| Mercer Global Advisors Inc | 901,869 | $2.34M | 0.01% | −102,600−10.2% | Reduced |
| Henry James International Management, Inc. | 919,039 | $2.38M | 0.73% | +1,374+0.1% | Added |
| Citigroup Inc | 948,050 | $2.46M | 0.00% | +151,145+19.0% | Added |
| HRT Financial LP | 958,759 | $2.48M | 0.02% | +547,423+133.1% | Added |
| AMG National Trust Bank | 997,099 | $2.58M | 0.08% | +997,099 | New |
| Stifel Financial Corp | 1,001,279 | $2.59M | 0.00% | +410,240+69.4% | Added |
| Mesirow Financial Investment Management, Inc. | 1,003,630 | $2.60M | 0.06% | +2,108+0.2% | Added |
| MML Investors Services, LLC | 1,024,135 | $2.65M | 0.01% | −16,596−1.6% | Reduced |
| Logan Capital Management Inc | 1,050,378 | $2.72M | 0.12% | +1,050,378 | New |
| Advisors Management Group Inc | 1,067,408 | $2.77M | 0.69% | −8,697−0.8% | Reduced |
| Raymond James & Associates | 1,159,417 | $3.00M | 0.00% | −1,284,352−52.6% | Reduced |
| Cetera Investment Advisers | 1,214,920 | $3.15M | 0.01% | +1,145,643+1,653.7% | Added |
| Timber Creek Capital Management LLC | 1,366,230 | $3.54M | 1.11% | +47,015+3.6% | Added |
| LPL Financial LLC | 1,374,061 | $3.56M | 0.00% | +238,391+21.0% | Added |
| Natixis Advisors, L.P. | 1,393,398 | $3.61M | 0.01% | −5,728,870−80.4% | Reduced |
| Citadel Advisors LLC | 1,473,867 | $3.82M | 0.00% | +75,839+5.4% | Added |
| QRG Capital Management, Inc. | 1,539,088 | $3.99M | 0.05% | +2,026+0.1% | Added |
| Franklin Resources Inc | 1,590,404 | $4.12M | 0.00% | +84,676+5.6% | Added |
| Ethic Inc. | 1,596,619 | $4.14M | 0.10% | −151,114−8.6% | Reduced |
| Old Mission Capital LLC | 1,621,375 | $4.20M | 0.10% | −622,331−27.7% | Reduced |
| Renaissance Technologies LLC | 1,649,106 | $4.27M | 0.01% | −607,129−26.9% | Reduced |
| UBS Group AG | 1,939,423 | $5.02M | 0.00% | −357,052−15.5% | Reduced |
| Norges Bank | 2,000,000 | $5.18M | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,252,522 | $5.89M | 0.24% | −115,707−4.9% | Reduced |
| Bard Financial Services, Inc. | 2,536,805 | $6.57M | 0.70% | +128,335+5.3% | Added |
| Neuberger Berman Group LLC | 2,779,783 | $7.24M | 0.01% | +47,127+1.7% | Added |
| O'Shaughnessy Asset Management, LLC | 2,833,546 | $7.34M | 0.08% | +1,875,688+195.8% | Added |
| Ameriprise Financial Inc | 3,161,827 | $8.20M | 0.00% | +241,891+8.3% | Added |
| CIBC World Markets Inc. | 3,463,652 | $8.97M | 0.02% | +77,973+2.3% | Added |
| Wells Fargo & Company | 3,853,109 | $9.98M | 0.00% | −265,903−6.5% | Reduced |
| First Eagle Investment Management, LLC | 4,060,740 | $10.5M | 0.02% | +343,753+9.2% | Added |
| Cowen Investment Management LLC | 4,421,183 | $11.5M | 14.11% | 00.0% | Unchanged |
| American Century Companies Inc | 4,668,136 | $12.1M | 0.01% | +398,877+9.3% | Added |
| JPMorgan Chase & Co | 4,824,258 | $12.5M | 0.00% | +541,625+12.6% | Added |
| Crossmark Global Holdings, Inc. | 4,959,010 | $12.8M | 0.25% | −141,508−2.8% | Reduced |
| Janney Capital Management LLC | 5,024,685 | $13.0M | 0.87% | +100,660+2.0% | Added |
| Envestnet Asset Management Inc | 5,735,145 | $14.9M | 0.01% | +66,360+1.2% | Added |
| Millennium Management LLC | 5,736,271 | $14.9M | 0.01% | −254,042−4.2% | Reduced |
| BlackRock Inc. | 6,915,140 | $17.9M | 0.00% | +305,174+4.6% | Added |
| Bank of America Corp | 8,583,862 | $22.2M | 0.00% | −519,026−5.7% | Reduced |
| Northern Trust Corp | 9,839,686 | $25.5M | 0.00% | +5,623+0.1% | Added |
| Morningstar Investment Services LLC | 9,947,897 | $26.2M | 0.29% | −11,199,730−53.0% | Reduced |
| CIBC Private Wealth Group, LLC | 12,259,027 | $31.5M | 0.06% | −17,437,564−58.7% | Reduced |
| Macquarie Group Ltd | 15,545,439 | $40.3M | 0.05% | −1,810,013−10.4% | Reduced |
| FMR LLC | 16,347,830 | $42.3M | 0.00% | −271,508−1.6% | Reduced |
| Morgan Stanley | 17,198,695 | $44.5M | 0.00% | −2,000,059−10.4% | Reduced |
| Dimensional Fund Advisors LP | 17,874,484 | $46.3M | 0.01% | −751,195−4.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 20,327,826 | $52.6M | 0.05% | +6,061,402+42.5% | Added |
| Goldman Sachs Group Inc | 22,193,207 | $57.5M | 0.01% | +26,845+0.1% | Added |
| Mondrian Investment Partners LTD | 89,948,537 | $233.0M | 3.20% | +25,351,270+39.2% | Added |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −1,480,127−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −1,451,800−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −886,392−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −473,636−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −286,740−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −239,291−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −107,080−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −72,956−100.0% | Sold out |
| EFG Asset Management (Americas) Corp. | 0 | $0 | 0.00% | −60,750−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −40,601−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −25,395−100.0% | Sold out |