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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 15,000 | $38.9K | 0.00% | 00.0% | Unchanged |
| Breakwater Capital Group | 14,729 | $38.1K | 0.01% | −4,181−22.1% | Reduced |
| Riversedge Advisors, LLC | 14,655 | $38.0K | 0.01% | +3,540+31.8% | Added |
| Savvy Advisors, Inc. | 14,486 | $37.5K | 0.02% | +1,906+15.2% | Added |
| Coppell Advisory Solutions Corp. | 14,392 | $37.3K | 0.01% | +14,392 | New |
| GWM Advisors LLC | 13,951 | $36.1K | 0.00% | +11,966+602.8% | Added |
| Enterprise Financial Services Corp | 13,761 | $35.6K | 0.02% | −35,864−72.3% | Reduced |
| Atria Wealth Solutions, Inc. | 13,506 | $35.0K | 0.00% | +2,668+24.6% | Added |
| Capital Investment Advisory Services, LLC | 13,500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 13,283 | $34.4K | 0.00% | +4,654+53.9% | Added |
| PFG Advisors | 13,261 | $34.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 12,939 | $34.0K | 0.00% | −1,600−11.0% | Reduced |
| Bank Hapoalim BM | 13,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 13,114 | $34.0K | 0.01% | +13,114 | New |
| Brighton Jones LLC | 13,089 | $33.9K | 0.00% | +874+7.2% | Added |
| National Bank of Canada | 12,462 | $33.5K | 0.00% | −461−3.6% | Reduced |
| Johnson Investment Counsel Inc | 12,632 | $32.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12,568 | $32.6K | 0.00% | +311+2.5% | Added |
| Salem Investment Counselors Inc | 12,500 | $32.4K | 0.00% | −24,200−65.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 12,180 | $31.5K | 0.00% | +300+2.5% | Added |
| Cherrydale Wealth Management, LLC | 12,104 | $31.3K | 0.01% | −129−1.1% | Reduced |
| Proequities, Inc. | 12,050 | $31.2K | 0.00% | −358−2.9% | Reduced |
| GM Advisory Group, Inc. | 12,030 | $31.2K | 0.00% | +2,030+20.3% | Added |
| Colonial Trust Co | 12,000 | $31.1K | 0.01% | 00.0% | Unchanged |
| FMB Wealth Management | 11,906 | $30.8K | 0.02% | +10.0% | Added |
| Susquehanna International Securities, Ltd. | 11,693 | $30.3K | 0.01% | +11,693 | New |
| PFG Investments, LLC | 11,294 | $29.3K | 0.00% | +11,294 | New |
| RSM US Wealth Management LLC | 11,246 | $29.1K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11,201 | $29.0K | 0.00% | +11,201 | New |
| National Philanthropic Trust | 11,099 | $28.7K | 0.00% | −668−5.7% | Reduced |
| Angeles Investment Advisors, LLC | 11,028 | $28.6K | 0.00% | +11,028 | New |
| Boston Common Asset Management, LLC | 10,864 | $28.0K | 0.00% | 00.0% | Unchanged |
| Corundum Group, Inc. | 10,797 | $28.0K | 0.01% | +216+2.0% | Added |
| Hoxton Planning & Management, LLC | 10,657 | $27.6K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 10,493 | $27.2K | 0.00% | −1,211−10.3% | Reduced |
| Brown Advisory Inc | 10,268 | $26.6K | 0.00% | +10,268 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,260 | $26.6K | 0.00% | +10,260 | New |
| Xponance, Inc. | 10,163 | $26.3K | 0.00% | +19+0.2% | Added |
| Robertson Stephens Wealth Management, LLC | 10,076 | $26.1K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10,057 | $26.0K | 0.02% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $25.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9,418 | $24.4K | 0.00% | +5,788+159.4% | Added |
| First Manhattan Co | 9,229 | $23.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,100 | $21.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 7,507 | $19.4K | 0.00% | −3,941−34.4% | Reduced |
| Rise Advisors, LLC | 7,001 | $18.1K | 0.01% | +7,001 | New |
| Eagle Bay Advisors LLC | 6,470 | $16.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 5,000 | $12.9K | 0.01% | −6,175−55.3% | Reduced |
| JFS Wealth Advisors, LLC | 4,209 | $10.9K | 0.00% | +1,202+40.0% | Added |
| Huntington National Bank | 3,952 | $10.2K | 0.00% | +3,951+395,100.0% | Added |
| Parkside Financial Bank & Trust | 3,558 | $9.22K | 0.00% | +189+5.6% | Added |
| NBC Securities, Inc. | 3,538 | $9.00K | 0.00% | +1,000+39.4% | Added |
| Frazier Financial Advisors, LLC | 3,233 | $8.37K | 0.01% | +2,535+363.2% | Added |
| Private Trust Co NA | 3,080 | $7.98K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,877 | $7.45K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,804 | $7.26K | 0.00% | −1,132−28.8% | Reduced |
| Redmont Wealth Advisors LLC | 2,771 | $7.18K | 0.01% | +2,771 | New |
| Farther Finance Advisors, LLC | 2,783 | $7.15K | 0.00% | −134−4.6% | Reduced |
| Raffa Wealth Management, LLC | 2,712 | $7.02K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2,332 | $6.00K | 0.00% | +2,122+1,010.5% | Added |
| Pathway Financial Advisers, LLC | 2,250 | $5.83K | 0.00% | +2,250 | New |
| Barclays PLC | 2,050 | $5.31K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,000 | $5.18K | 0.00% | −2,000−50.0% | Reduced |
| GW&K Investment Management, LLC | 2,106 | $5.00K | 0.00% | +429+25.6% | Added |
| Fortitude Family Office, LLC | 1,691 | $4.38K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,667 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,494 | $3.87K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,444 | $3.45K | 0.00% | +1,444 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,177 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,077 | $3.00K | 0.00% | +1,077 | New |
| HighMark Wealth Management LLC | 1,047 | $2.71K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $2.59K | 0.00% | +1,000 | New |
| RFP Financial Group LLC | 976 | $2.53K | 0.00% | −1,474−60.2% | Reduced |
| Rothschild Investment LLC | 900 | $2.33K | 0.00% | −1,337−59.8% | Reduced |
| EntryPoint Capital, LLC | 866 | $2.24K | 0.00% | +866 | New |
| Harbour Investments, Inc. | 822 | $2.13K | 0.00% | +822 | New |
| Sofos Investments, Inc. | 698 | $1.81K | 0.00% | +413+144.9% | Added |
| CVA Family Office, LLC | 493 | $1.28K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 477 | $1.24K | 0.00% | −2,039−81.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 450 | $1.17K | 0.00% | −83−15.6% | Reduced |
| HBC Financial Services, PLLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 375 | $971 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 309 | $804 | 0.00% | +59+23.6% | Added |
| ClariVest Asset Management LLC | 238 | $626 | 0.00% | −24−9.2% | Reduced |
| Geneos Wealth Management Inc. | 237 | $614 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 201 | $521 | 0.00% | −67−25.0% | Reduced |
| Provenance Wealth Advisors, LLC | 174 | $451 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 142 | $370 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 120 | $311 | 0.00% | −2,367−95.2% | Reduced |
| 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 |