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, Q2 2024
Institutional positions in Lloyds Banking Group plc as of Jun 30, 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
- 425
- +40 vs. Q1 2024
- Shares held
- 375.2M
- +3.75M (+1.0%) vs. Q1 2024
- Total value
- $1.05B
- +$90.1M (+9.4%) vs. Q1 2024
- New holders
- 68
- 198 more added
- Sold out
- 28
- 102 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | 74,716,427 | $226.4M | 3.49% | −15,232,110−16.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 24,065,234 | $65.7M | 0.06% | +3,737,408+18.4% | Added |
| Goldman Sachs Group Inc | 22,605,229 | $61.7M | 0.01% | +412,022+1.9% | Added |
| Morgan Stanley | 18,387,399 | $50.2M | 0.00% | +1,188,704+6.9% | Added |
| FMR LLC | 16,807,771 | $45.9M | 0.00% | +459,941+2.8% | Added |
| Dimensional Fund Advisors LP | 16,411,038 | $44.8M | 0.01% | −1,463,446−8.2% | Reduced |
| Bank of America Corp | 14,537,827 | $39.7M | 0.00% | +5,953,965+69.4% | Added |
| CIBC Private Wealth Group, LLC | 12,411,168 | $37.1M | 0.07% | +152,141+1.2% | Added |
| Clearbridge Investments, LLC | 13,279,295 | $36.3M | 0.03% | +13,279,295 | New |
| Northern Trust Corp | 10,564,299 | $28.8M | 0.00% | +724,613+7.4% | Added |
| Morningstar Investment Services LLC | 9,714,422 | $27.4M | 0.30% | −233,475−2.3% | Reduced |
| Envestnet Asset Management Inc | 8,577,101 | $23.4M | 0.01% | +2,841,956+49.6% | Added |
| BlackRock Inc. | 7,445,742 | $20.3M | 0.00% | +530,602+7.7% | Added |
| Macquarie Group Ltd | 7,227,644 | $19.7M | 0.02% | −8,317,795−53.5% | Reduced |
| American Century Companies Inc | 5,472,171 | $14.9M | 0.01% | +804,035+17.2% | Added |
| Wells Fargo & Company | 5,289,929 | $14.4M | 0.00% | +1,436,820+37.3% | Added |
| First Eagle Investment Management, LLC | 5,087,379 | $13.9M | 0.03% | +1,026,639+25.3% | Added |
| Crossmark Global Holdings, Inc. | 4,875,569 | $13.3M | 0.25% | −83,441−1.7% | Reduced |
| Janney Capital Management LLC | 4,841,939 | $13.2M | 0.93% | −182,746−3.6% | Reduced |
| Cowen Investment Management LLC | 4,421,183 | $12.1M | 18.20% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,272,387 | $11.7M | 0.12% | +1,438,841+50.8% | Added |
| JPMorgan Chase & Co | 4,202,715 | $11.5M | 0.00% | −621,543−12.9% | Reduced |
| CIBC World Markets Inc. | 3,461,057 | $9.45M | 0.02% | −2,595−0.1% | Reduced |
| Millennium Management LLC | 3,433,596 | $9.37M | 0.01% | −2,302,675−40.1% | Reduced |
| Bard Financial Services, Inc. | 2,572,305 | $7.02M | 0.73% | +35,500+1.4% | Added |
| Raymond James & Associates | 2,487,006 | $6.79M | 0.00% | +1,327,589+114.5% | Added |
| Norges Bank | 2,000,000 | $5.46M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,874,282 | $5.12M | 0.00% | −1,287,545−40.7% | Reduced |
| Neuberger Berman Group LLC | 1,835,765 | $5.01M | 0.00% | −944,018−34.0% | Reduced |
| Optiver Holding B.V. | 1,747,560 | $4.84M | 0.09% | −504,962−22.4% | Reduced |
| QRG Capital Management, Inc. | 1,705,469 | $4.66M | 0.06% | +166,381+10.8% | Added |
| LPL Financial LLC | 1,613,830 | $4.41M | 0.00% | +239,769+17.4% | Added |
| Ethic Inc. | 1,580,790 | $4.32M | 0.10% | −15,829−1.0% | Reduced |
| Franklin Resources Inc | 1,555,394 | $4.25M | 0.00% | −35,010−2.2% | Reduced |
| Natixis Advisors, L.P. | 1,454,414 | $3.97M | 0.01% | +61,016+4.4% | Added |
| Timber Creek Capital Management LLC | 1,374,914 | $3.75M | 1.13% | +8,684+0.6% | Added |
| Ritholtz Wealth Management | 1,226,609 | $3.35M | 0.11% | +475,255+63.3% | Added |
| Cetera Investment Advisers | 1,221,301 | $3.33M | 0.01% | +6,381+0.5% | Added |
| Old Mission Capital LLC | 1,193,950 | $3.26M | 0.09% | −427,425−26.4% | Reduced |
| TownSquare Capital, LLC | 1,115,113 | $3.04M | 0.04% | +418,879+60.2% | Added |
| MML Investors Services, LLC | 1,088,428 | $2.97M | 0.01% | +64,293+6.3% | Added |
| Citigroup Inc | 1,076,351 | $2.94M | 0.00% | +128,301+13.5% | Added |
| Stifel Financial Corp | 1,071,339 | $2.92M | 0.00% | +70,060+7.0% | Added |
| Advisors Management Group Inc | 1,061,134 | $2.90M | 0.72% | −6,274−0.6% | Reduced |
| UBS Group AG | 1,057,595 | $2.89M | 0.00% | −881,828−45.5% | Reduced |
| Logan Capital Management Inc | 1,014,208 | $2.77M | 0.12% | −36,170−3.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,004,980 | $2.74M | 0.06% | +1,350+0.1% | Added |
| AMG National Trust Bank | 1,001,075 | $2.73M | 0.07% | +3,976+0.4% | Added |
| Mercer Global Advisors Inc | 1,000,521 | $2.73M | 0.01% | +98,652+10.9% | Added |
| Henry James International Management, Inc. | 968,851 | $2.64M | 0.94% | +49,812+5.4% | Added |
| Charles Schwab Investment Management Inc | 875,406 | $2.39M | 0.00% | +278,349+46.6% | Added |
| Semmax Financial Advisors Inc. | 779,586 | $2.32M | 0.70% | −16,048−2.0% | Reduced |
| SEI Investments Co | 840,209 | $2.29M | 0.00% | +176,464+26.6% | Added |
| Oppenheimer Asset Management Inc. | 836,234 | $2.28M | 0.03% | +192,994+30.0% | Added |
| Creative Planning | 822,309 | $2.24M | 0.00% | +162,369+24.6% | Added |
| Drucker Wealth 3.0, LLC | 754,340 | $2.06M | 0.55% | +754,340 | New |
| Rockefeller Capital Management L.P. | 708,379 | $1.93M | 0.01% | +40,208+6.0% | Added |
| Royal Bank of Canada | 668,271 | $1.82M | 0.00% | +138,545+26.2% | Added |
| Bank of New York Mellon Corp | 648,513 | $1.77M | 0.00% | +120,257+22.8% | Added |
| HighTower Advisors, LLC | 644,572 | $1.76M | 0.00% | −50,337−7.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 641,053 | $1.75M | 0.00% | +17,346+2.8% | Added |
| English Capital Management LLC | 629,115 | $1.72M | 1.44% | 00.0% | Unchanged |
| Mariner, LLC | 562,864 | $1.54M | 0.00% | +70,648+14.4% | Added |
| Lockheed Martin Investment Management Co | 555,000 | $1.52M | 0.09% | +555,000 | New |
| US Bancorp | 554,474 | $1.51M | 0.00% | +148,031+36.4% | Added |
| Brinker Capital Investments, LLC | 548,126 | $1.50M | 0.02% | +396,044+260.4% | Added |
| Orion Portfolio Solutions, LLC | 548,126 | $1.50M | 0.02% | +396,044+260.4% | Added |
| JustInvest LLC | 541,625 | $1.48M | 0.03% | +84,403+18.5% | Added |
| Pathstone Holdings, LLC | 478,376 | $1.31M | 0.01% | +89,508+23.0% | Added |
| Avantax Advisory Services, Inc. | 472,726 | $1.29M | 0.01% | +180,056+61.5% | Added |
| First Trust Advisors LP | 468,049 | $1.28M | 0.00% | −13,333−2.8% | Reduced |
| CAPROCK Group, Inc. | 454,613 | $1.24M | 0.05% | +278,868+158.7% | Added |
| Vestmark Advisory Solutions, Inc. | 447,211 | $1.22M | 0.05% | +11,213+2.6% | Added |
| NewEdge Wealth, LLC | 442,801 | $1.21M | 0.03% | −1,306−0.3% | Reduced |
| DRW Securities, LLC | 404,791 | $1.11M | 0.07% | +40,081+11.0% | Added |
| Global Retirement Partners, LLC | 404,520 | $1.10M | 0.03% | +46,328+12.9% | Added |
| Cerity Partners LLC | 396,906 | $1.08M | 0.00% | −37,946−8.7% | Reduced |
| Truist Financial Corp | 389,410 | $1.06M | 0.00% | +72,477+22.9% | Added |
| Naviter Wealth, LLC | 379,401 | $1.04M | 0.15% | +24,543+6.9% | Added |
| Twin City Private Wealth, LLC | 355,863 | $971.5K | 0.92% | −18,386−4.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 289,916 | $791.5K | 0.00% | +93,041+47.3% | Added |
| Qtron Investments LLC | 288,947 | $788.8K | 0.11% | −80,404−21.8% | Reduced |
| HF Advisory Group, LLC | 282,252 | $770.5K | 0.40% | +114,369+68.1% | Added |
| Signaturefd, LLC | 281,153 | $767.5K | 0.02% | +11,560+4.3% | Added |
| Veriti Management LLC | 280,004 | $764.4K | 0.05% | +23,091+9.0% | Added |
| Principal Securities, Inc. | 275,274 | $751.5K | 0.02% | +14,554+5.6% | Added |
| Ellevest, Inc. | 272,382 | $743.6K | 0.04% | +36,876+15.7% | Added |
| Invesco Ltd. | 263,433 | $719.2K | 0.00% | +224,228+571.9% | Added |
| Atria Investments LLC | 257,649 | $703.4K | 0.01% | +257,649 | New |
| Yousif Capital Management, LLC | 253,652 | $692.5K | 0.01% | −11,530−4.3% | Reduced |
| Jane Street Group, LLC | 248,675 | $678.9K | 0.00% | −80,814−24.5% | Reduced |
| Vident Advisory, LLC | 235,823 | $643.8K | 0.02% | +57,532+32.3% | Added |
| Intrust Bank NA | 225,233 | $614.9K | 0.07% | −11,053−4.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 222,699 | $608.0K | 0.00% | −4,470−2.0% | Reduced |
| Wetherby Asset Management Inc | 220,886 | $603.0K | 0.03% | −3,837−1.7% | Reduced |
| MAI Capital Management | 220,291 | $601.4K | 0.01% | +159,403+261.8% | Added |
| Janney Montgomery Scott LLC | 213,173 | $582.0K | 0.00% | −53,430−20.0% | Reduced |
| Park Avenue Securities LLC | 213,240 | $582.0K | 0.01% | +81,823+62.3% | Added |
| Private Advisor Group, LLC | 211,658 | $577.8K | 0.00% | +23,659+12.6% | Added |
| Legacy Wealth Asset Management, LLC | 204,224 | $557.5K | 0.16% | +3,695+1.8% | Added |