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 |
|---|---|---|---|---|---|
| Grey Street Capital, LLC | 189,451 | $490.7K | 0.07% | +189,451 | New |
| Voya Financial Advisors, Inc. | 185,954 | $489.1K | 0.06% | +11,580+6.6% | Added |
| Private Advisor Group, LLC | 187,999 | $486.9K | 0.00% | −23,705−11.2% | Reduced |
| Captrust Financial Advisors | 185,197 | $479.7K | 0.00% | −67,027−26.6% | Reduced |
| Groupama Asset Managment | 711,144 | $465.0K | 0.01% | +711,144 | New |
| Vident Advisory, LLC | 178,291 | $461.8K | 0.01% | +22,941+14.8% | Added |
| CAPROCK Group, Inc. | 175,745 | $455.2K | 0.03% | +621+0.4% | Added |
| Gallacher Capital Management LLC | 170,953 | $442.8K | 0.22% | +2,665+1.6% | Added |
| Cresset Asset Management, LLC | 169,035 | $437.8K | 0.00% | −9,129−5.1% | Reduced |
| HF Advisory Group, LLC | 167,883 | $434.8K | 0.24% | +167,883 | New |
| Rhumbline Advisers | 160,439 | $415.5K | 0.00% | +11,212+7.5% | Added |
| Pinnacle Associates Ltd | 157,205 | $407.2K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 154,449 | $400.0K | 0.00% | −264,586−63.1% | 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 |
| Quadrant Capital Group LLC | 151,209 | $391.6K | 0.03% | −9,790−6.1% | Reduced |
| Cable Hill Partners, LLC | 160,713 | $382.5K | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 146,373 | $379.1K | 0.00% | −7,470−4.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 143,716 | $372.2K | 0.00% | +59,816+71.3% | Added |
| Apollon Wealth Management, LLC | 137,715 | $356.7K | 0.01% | +13,541+10.9% | Added |
| Eagle Asset Management Inc | 138,411 | $355.7K | 0.00% | −3,518−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 135,494 | $351.0K | 0.00% | −797,482−85.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 131,684 | $341.1K | 0.05% | +1,752+1.3% | Added |
| Park Avenue Securities LLC | 131,417 | $340.0K | 0.00% | +7,182+5.8% | Added |
| United Capital Financial Advisers, LLC | 126,463 | $327.5K | 0.00% | −11,902−8.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 124,368 | $312.2K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 117,310 | $303.8K | 0.01% | +6,196+5.6% | Added |
| Glenmede Trust Co NA | 117,163 | $303.5K | 0.00% | +9,688+9.0% | Added |
| Syon Capital LLC | 115,456 | $299.0K | 0.03% | +36,482+46.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 113,636 | $294.0K | 0.00% | +5,991+5.6% | Added |
| First Affirmative Financial Network | 108,546 | $281.1K | 0.21% | +315+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 107,643 | $278.8K | 0.02% | −5,761−5.1% | Reduced |
| Integrated Wealth Concepts LLC | 107,029 | $277.2K | 0.00% | −488−0.5% | Reduced |
| Ballentine Partners, LLC | 105,634 | $273.6K | 0.01% | +26,556+33.6% | Added |
| Anchor Investment Management, LLC | 103,000 | $266.8K | 0.03% | −1,500−1.4% | Reduced |
| Stephens Inc | 96,832 | $250.8K | 0.00% | +11,993+14.1% | Added |
| Eqis Capital Management, Inc. | 94,544 | $244.9K | 0.02% | −8,183−8.0% | Reduced |
| Aaron Wealth Advisors | 93,948 | $243.3K | 0.03% | +93,948 | New |
| Sepio Capital, LP | 93,484 | $242.1K | 0.02% | +93,484 | New |
| Cypress Wealth Services, LLC | 93,049 | $241.0K | 0.06% | −13,814−12.9% | Reduced |
| Advisory Services Network, LLC | 92,286 | $239.0K | 0.01% | +6,982+8.2% | Added |
| Cetera Trust Company, N.A | 89,475 | $231.7K | 0.14% | −14,345−13.8% | Reduced |
| Continuum Advisory, LLC | 85,163 | $230.8K | 0.03% | −41,900−33.0% | Reduced |
| Kathmere Capital Management, LLC | 89,069 | $230.7K | 0.03% | +53,927+153.5% | Added |
| Prosperity Consulting Group, LLC | 87,958 | $227.8K | 0.03% | +40,783+86.5% | Added |
| We Are One Seven, LLC | 85,458 | $221.3K | 0.01% | −16,551−16.2% | Reduced |
| Atomi Financial Group, Inc. | 85,187 | $220.6K | 0.02% | +40,828+92.0% | Added |
| Northwestern Mutual Wealth Management Co | 84,456 | $218.7K | 0.00% | +14,981+21.6% | Added |
| Earnest Partners LLC | 82,504 | $213.7K | 0.00% | −7,196−8.0% | Reduced |
| XTX Topco Ltd | 81,546 | $211.2K | 0.03% | −11,482−12.3% | Reduced |
| HSBC Holdings PLC | 80,445 | $208.4K | 0.00% | +34,179+73.9% | Added |
| New York State Common Retirement Fund | 80,404 | $208.2K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 80,334 | $208.1K | 0.00% | −75,296−48.4% | Reduced |
| Two Sigma Securities, LLC | 79,695 | $206.4K | 0.01% | +79,695 | New |
| Foundations Investment Advisors, LLC | 76,727 | $198.7K | 0.01% | −14,194−15.6% | Reduced |
| Two Sigma Investments, LP | 76,472 | $198.1K | 0.00% | +34,600+82.6% | Added |
| Independent Advisor Alliance | 73,237 | $189.7K | 0.01% | −15,329−17.3% | Reduced |
| Kestra Advisory Services, LLC | 73,054 | $189.2K | 0.00% | +33,879+86.5% | Added |
| Alliance Wealth Advisors, LLC | 71,697 | $185.7K | 0.12% | +73+0.1% | Added |
| Marcum Wealth, LLC | 71,240 | $184.5K | 0.02% | −8,822−11.0% | Reduced |
| Prudential Financial Inc | 70,742 | $183.2K | 0.00% | −4,168−5.6% | Reduced |
| Toronto Dominion Bank | 69,605 | $180.3K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 68,946 | $178.6K | 0.12% | +374+0.5% | Added |
| Dynamic Advisor Solutions LLC | 67,641 | $175.2K | 0.01% | +241+0.4% | Added |
| Ieq Capital, LLC | 67,358 | $174.5K | 0.00% | +25,609+61.3% | Added |
| Aspen Grove Capital, LLC | 66,855 | $173.2K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 66,294 | $171.7K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 65,205 | $168.9K | 0.00% | −469−0.7% | Reduced |
| Bank of Montreal | 62,044 | $161.3K | 0.00% | −4,126−6.2% | Reduced |
| Pitcairn Co | 62,089 | $160.8K | 0.01% | +13,643+28.2% | Added |
| Bruce G. Allen Investments, LLC | 61,412 | $159.1K | 0.13% | +3,986+6.9% | Added |
| MAI Capital Management | 60,888 | $157.7K | 0.00% | +60,888 | New |
| Ronald Blue Trust, Inc. | 60,883 | $157.7K | 0.00% | −227−0.4% | Reduced |
| Cape Investment Advisory, Inc. | 60,800 | $157.5K | 0.07% | +3,147+5.5% | Added |
| Tower Research Capital LLC (TRC) | 60,503 | $156.7K | 0.00% | +37,702+165.4% | Added |
| Lake Street Advisors Group, LLC | 59,102 | $153.1K | 0.01% | +1,561+2.7% | Added |
| Sequoia Financial Advisors, LLC | 57,392 | $148.6K | 0.00% | −273,239−82.6% | Reduced |
| State Street Corp | 56,854 | $147.3K | 0.00% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 56,491 | $146.3K | 0.05% | +22,750+67.4% | Added |
| Wedbush Securities Inc | 56,019 | $145.0K | 0.01% | +56,019 | New |
| CarsonAllaria Wealth Management, Ltd. | 55,012 | $142.5K | 0.09% | −8,239−13.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 52,564 | $136.1K | 0.01% | +1,792+3.5% | Added |
| Fort Point Capital Partners LLC | 52,368 | $135.6K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 52,352 | $135.6K | 0.00% | +10,865+26.2% | Added |
| Callan Capital, LLC | 51,918 | $134.5K | 0.01% | +11,391+28.1% | Added |
| Boston Private Wealth LLC | 51,658 | $133.8K | 0.00% | +6,000+13.1% | Added |
| CWM, LLC | 51,514 | $133.0K | 0.00% | +29,444+133.4% | Added |
| Claro Advisors LLC | 50,737 | $131.4K | 0.02% | +1,206+2.4% | Added |
| M&T Bank Corp | 50,272 | $130.6K | 0.00% | −4,315−7.9% | Reduced |
| Perigon Wealth Management, LLC | 49,813 | $129.0K | 0.00% | +3,122+6.7% | Added |
| Optas, LLC | 48,448 | $125.5K | 0.03% | −12,026−19.9% | Reduced |
| Tranquilli Financial Advisor LLC | 47,700 | $123.5K | 0.08% | +9,929+26.3% | Added |
| Aprio Wealth Management, LLC | 47,613 | $123.3K | 0.02% | +19,857+71.5% | Added |
| Centiva Capital, LP | 47,543 | $123.1K | 0.01% | +47,543 | New |
| Legacy Financial Advisors, Inc. | 47,396 | $122.8K | 0.02% | −6,730−12.4% | Reduced |
| Change Path, LLC | 47,224 | $122.0K | 0.00% | +29,486+166.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 47,090 | $122.0K | 0.00% | +47,090 | New |
| Valeo Financial Advisors, LLC | 47,135 | $119.7K | 0.00% | +7,264+18.2% | Added |
| HighPoint Advisor Group LLC | 44,539 | $119.0K | 0.01% | +791+1.8% | Added |
| Schechter Investment Advisors, LLC | 45,790 | $118.6K | 0.01% | −4,113−8.2% | Reduced |