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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 0 | $0 | 0.00% | −21,739−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −20,160−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,870−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −15,540−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −13,578−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −13,287−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −12,988−100.0% | Sold out |
| WorthPointe, LLC | 0 | $0 | 0.00% | −12,913−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −12,953−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,804−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −12,690−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −12,418−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Fortune Financial Advisors, LLC | 0 | $0 | 0.00% | −12,337−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Auxier Asset Management | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −11,109−100.0% | Sold out |
| PFW Advisors LLC | 0 | $0 | 0.00% | −10,688−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −10,534−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −10,193−100.0% | Sold out |
| AIFG Consultants Ltd. | 0 | $0 | 0.00% | −10,135−100.0% | Sold out |
| Foster Group, Inc. | 0 | $0 | 0.00% | −10,544−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −1,935−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Platform Technology Partners | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |