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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 45,268 | $117.2K | 0.02% | −49,979−52.5% | Reduced |
| Checchi Capital Advisers, LLC | 44,233 | $114.6K | 0.01% | +888+2.0% | Added |
| Clarius Group, LLC | 43,816 | $113.5K | 0.01% | −964−2.2% | Reduced |
| Trust Point Inc. | 40,720 | $105.5K | 0.01% | +22,268+120.7% | Added |
| Lincoln National Corp | 40,536 | $105.0K | 0.00% | −9,451−18.9% | Reduced |
| Parallel Advisors, LLC | 39,912 | $103.4K | 0.00% | +3,140+8.5% | Added |
| Invesco Ltd. | 39,205 | $101.5K | 0.00% | +9,604+32.4% | Added |
| Rodgers Brothers Inc. | 39,000 | $101.0K | 0.01% | +6,000+18.2% | Added |
| Brookstone Capital Management | 38,516 | $99.8K | 0.00% | +4,167+12.1% | Added |
| CFO4Life Group, LLC | 38,478 | $99.7K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 38,307 | $99.2K | 0.00% | −3,767−9.0% | Reduced |
| Sage Rhino Capital LLC | 37,909 | $98.2K | 0.02% | +2,688+7.6% | Added |
| Drive Wealth Management, LLC | 37,556 | $97.3K | 0.03% | −2,324−5.8% | Reduced |
| Wealthstream Advisors, Inc. | 36,428 | $94.3K | 0.04% | +1,888+5.5% | Added |
| Blue Barn Wealth, LLC | 35,044 | $90.8K | 0.05% | +35,044 | New |
| Scotia Capital Inc. | 34,450 | $89.2K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 34,326 | $88.9K | 0.03% | −7,337−17.6% | Reduced |
| Savant Capital, LLC | 34,305 | $88.9K | 0.00% | +5,032+17.2% | Added |
| Smartleaf Asset Management LLC | 33,600 | $88.4K | 0.02% | +1,961+6.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 33,932 | $87.9K | 0.00% | +1,043+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 33,552 | $86.9K | 0.00% | +33,552 | New |
| Lindbrook Capital, LLC | 32,862 | $85.1K | 0.01% | +1,032+3.2% | Added |
| PDS Planning, Inc | 32,286 | $83.6K | 0.01% | −1,483−4.4% | Reduced |
| AQR Capital Management LLC | 32,273 | $83.6K | 0.00% | +32,273 | New |
| Holistic Financial Partners | 32,058 | $83.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 31,831 | $82.4K | 0.03% | +98+0.3% | Added |
| Five Oceans Advisors | 31,667 | $82.0K | 0.04% | +30.0% | Added |
| Steward Partners Investment Advisory, LLC | 31,633 | $81.9K | 0.00% | +27,295+629.2% | Added |
| Vicus Capital | 30,483 | $79.0K | 0.01% | +30,483 | New |
| Ascent Group, LLC | 30,300 | $78.5K | 0.01% | +18,874+165.2% | Added |
| Copperleaf Capital, LLC | 29,744 | $77.0K | 0.07% | +1,516+5.4% | Added |
| Capstone Investment Advisors, LLC | 28,184 | $73.0K | 0.00% | −24,809−46.8% | Reduced |
| Unique Wealth Strategies, LLC | 28,162 | $72.9K | 0.04% | +501+1.8% | Added |
| Crumly & Associates Inc. | 27,779 | $71.9K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 27,135 | $70.3K | 0.02% | +25,000+1,171.0% | Added |
| Lifeworks Advisors, LLC | 26,611 | $68.9K | 0.02% | +26,611 | New |
| Russell Investments Group, Ltd. | 26,453 | $68.5K | 0.00% | +15,348+138.2% | Added |
| Great Diamond Partners, LLC | 26,344 | $68.2K | 0.02% | −4,124−13.5% | Reduced |
| Personal Cfo Solutions, LLC | 26,128 | $67.7K | 0.01% | +4,135+18.8% | Added |
| Prospera Financial Services Inc | 25,949 | $67.2K | 0.00% | −5,513−17.5% | Reduced |
| Traveka Wealth, LLC | 25,909 | $67.1K | 0.03% | +2,109+8.9% | Added |
| GAMMA Investing LLC | 24,976 | $64.7K | 0.01% | +4,455+21.7% | Added |
| Keynote Financial Services LLC | 24,600 | $63.7K | 0.05% | +24,600 | New |
| Marino, Stram & Associates LLC | 24,503 | $63.5K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 24,916 | $62.6K | 0.01% | −432−1.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 24,114 | $62.5K | 0.01% | +24,114 | New |
| ProVise Management Group, LLC | 23,801 | $61.6K | 0.01% | −9,000−27.4% | Reduced |
| Beacon Pointe Advisors, LLC | 23,765 | $61.6K | 0.00% | +948+4.2% | Added |
| Rehmann Capital Advisory Group | 23,732 | $61.5K | 0.00% | −19,490−45.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 23,447 | $60.5K | 0.00% | +756+3.3% | Added |
| Octavia Wealth Advisors, LLC | 23,194 | $60.1K | 0.01% | −1,520−6.2% | Reduced |
| Sage Mountain Advisors LLC | 23,006 | $59.6K | 0.01% | +143+0.6% | Added |
| AlphaMark Advisors, LLC | 22,867 | $59.0K | 0.02% | +11,315+97.9% | Added |
| Assetmark, Inc | 22,693 | $58.8K | 0.00% | +10.0% | Added |
| Stratos Wealth Partners, LTD. | 22,402 | $58.0K | 0.00% | −6,083−21.4% | Reduced |
| Peapack Gladstone Financial Corp | 22,001 | $57.0K | 0.00% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 21,601 | $55.9K | 0.00% | −7,405−25.5% | Reduced |
| Allworth Financial LP | 21,434 | $55.5K | 0.00% | +402+1.9% | Added |
| West Family Investments, Inc. | 21,281 | $55.1K | 0.02% | +659+3.2% | Added |
| Warren Street Wealth Advisors, LLC | 20,720 | $53.7K | 0.03% | +8,392+68.1% | Added |
| Kestra Private Wealth Services, LLC | 20,628 | $53.4K | 0.00% | −378−1.8% | Reduced |
| IFP Advisors, Inc | 20,436 | $52.9K | 0.00% | +6,533+47.0% | Added |
| Capital Asset Advisory Services LLC | 19,851 | $52.6K | 0.00% | −1,727−8.0% | Reduced |
| Spire Wealth Management | 20,271 | $52.5K | 0.00% | +788+4.0% | Added |
| Centurion Wealth Management LLC | 20,270 | $52.5K | 0.02% | +788+4.0% | Added |
| Sterling Financial Group, Inc. | 20,203 | $52.3K | 0.02% | +7,352+57.2% | Added |
| GeoWealth Management, LLC | 20,067 | $52.0K | 0.00% | +11,834+143.7% | Added |
| Park Circle Co | 20,000 | $51.8K | 0.05% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 19,851 | $51.4K | 0.00% | −1,727−8.0% | Reduced |
| Abel Hall, LLC | 19,850 | $51.4K | 0.04% | +2,226+12.6% | Added |
| Moody National Bank Trust Division | 19,757 | $51.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wedmont Private Capital | 19,058 | $50.5K | 0.00% | +1,514+8.6% | Added |
| Retirement Planning Co of New England, Inc. | 19,046 | $49.3K | 0.03% | +19,046 | New |
| TCG Advisory Services, LLC | 18,963 | $49.1K | 0.00% | +8,513+81.5% | Added |
| Keel Point, LLC | 18,917 | $49.0K | 0.01% | −2,395−11.2% | Reduced |
| Seven Mile Advisory | 18,765 | $48.6K | 0.04% | −658−3.4% | Reduced |
| Lido Advisors, LLC | 18,721 | $48.5K | 0.00% | +1,358+7.8% | Added |
| First Horizon Advisors, Inc. | 18,431 | $47.7K | 0.00% | +184+1.0% | Added |
| Raymond James Trust N.A. | 18,232 | $47.2K | 0.00% | −23,517−56.3% | Reduced |
| Coldstream Capital Management Inc | 18,020 | $46.7K | 0.00% | −3,096−14.7% | Reduced |
| Laird Norton Trust Company, LLC | 17,727 | $45.9K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 17,679 | $45.8K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 16,999 | $44.0K | 0.00% | −3,841−18.4% | Reduced |
| Cooper Financial Group | 16,932 | $43.9K | 0.01% | +16,932 | New |
| HB Wealth Management, LLC | 16,780 | $43.5K | 0.00% | +927+5.8% | Added |
| Summit Trail Advisors, LLC | 16,601 | $43.0K | 0.00% | +1,431+9.4% | Added |
| Catalina Capital Group, LLC | 16,150 | $41.8K | 0.02% | +16,150 | New |
| Waldron Private Wealth LLC | 15,925 | $41.2K | 0.00% | +3,185+25.0% | Added |
| Two Sigma Advisers, LP | 15,900 | $41.2K | 0.00% | −38,100−70.6% | Reduced |
| EverSource Wealth Advisors, LLC | 16,072 | $41.1K | 0.00% | +4,955+44.6% | Added |
| Radnor Capital Management, LLC | 16,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,601 | $40.4K | 0.00% | −325−2.0% | Reduced |
| D'Orazio & Associates, Inc. | 15,481 | $40.1K | 0.01% | +4,607+42.4% | Added |
| D.A. Davidson & Co. | 15,438 | $40.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 15,386 | $39.9K | 0.00% | +15,386 | New |
| New Republic Capital, LLC | 15,335 | $39.7K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 14,840 | $39.0K | 0.02% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 15,000 | $38.9K | 0.01% | 00.0% | Unchanged |