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 |
|---|---|---|---|---|---|
| Lynx Investment Advisory | 155 | $423 | 0.00% | +155 | New |
| Sound Income Strategies, LLC | 161 | $440 | 0.00% | +161 | New |
| Provenance Wealth Advisors, LLC | 174 | $475 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 201 | $549 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 232 | $634 | 0.00% | +232 | New |
| Geneos Wealth Management Inc. | 237 | $647 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 238 | $671 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 327 | $893 | 0.00% | +327 | New |
| HBC Financial Services, PLLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 375 | $1.02K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 403 | $1.10K | 0.00% | +403 | New |
| CVA Family Office, LLC | 493 | $1.35K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 566 | $1.55K | 0.00% | +566 | New |
| Opal Wealth Advisors, LLC | 583 | $1.59K | 0.00% | +583 | New |
| Family Firm, Inc. | 667 | $1.82K | 0.00% | +667 | New |
| Cornerstone Planning Group LLC | 763 | $2.08K | 0.00% | +454+146.9% | Added |
| Spire Wealth Management | 801 | $2.19K | 0.00% | −19,470−96.0% | Reduced |
| Harbour Investments, Inc. | 822 | $2.24K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 884 | $2.41K | 0.00% | +884 | New |
| Tradewinds Capital Management, LLC | 1,033 | $2.82K | 0.00% | +33+3.3% | Added |
| Mather Group, LLC. | 1,105 | $2.86K | 0.00% | −339−23.5% | Reduced |
| HighMark Wealth Management LLC | 1,064 | $2.90K | 0.00% | +17+1.6% | Added |
| Bessemer Group Inc | 1,077 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,178 | $3.22K | 0.00% | +701+147.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,220 | $3.33K | 0.00% | +43+3.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,325 | $3.62K | 0.00% | −8,935−87.1% | Reduced |
| Huntington National Bank | 1,400 | $3.82K | 0.00% | −2,552−64.6% | Reduced |
| Bell Investment Advisors, Inc | 1,494 | $4.08K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,691 | $4.62K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,734 | $4.73K | 0.00% | +758+77.7% | Added |
| Crewe Advisors LLC | 1,765 | $4.82K | 0.00% | +1,765 | New |
| Benjamin F. Edwards & Company, Inc. | 1,684 | $5.00K | 0.00% | +1,684 | New |
| Barclays PLC | 2,050 | $5.60K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,379 | $6.50K | 0.00% | +712+42.7% | Added |
| GW&K Investment Management, LLC | 2,519 | $7.00K | 0.00% | +413+19.6% | Added |
| Raffa Wealth Management, LLC | 2,712 | $7.40K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,771 | $7.57K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,804 | $7.66K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,538 | $9.00K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,407 | $9.30K | 0.00% | +3,407 | New |
| Parkside Financial Bank & Trust | 3,558 | $9.71K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,788 | $10.3K | 0.00% | +708+23.0% | Added |
| Glen Eagle Advisors, LLC | 4,000 | $10.9K | 0.00% | +2,000+100.0% | Added |
| Manchester Capital Management LLC | 4,051 | $11.1K | 0.00% | +4,051 | New |
| JFS Wealth Advisors, LLC | 4,209 | $11.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,472 | $12.2K | 0.00% | +4,472 | New |
| Horizon Investments, LLC | 4,868 | $13.0K | 0.00% | +4,868 | New |
| Farther Finance Advisors, LLC | 4,962 | $13.8K | 0.00% | +2,179+78.3% | Added |
| Pacifica Partners Inc. | 5,000 | $14.1K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,456 | $14.9K | 0.00% | +5,456 | New |
| Simplex Trading, LLC | 6,569 | $17.0K | 0.00% | +6,569 | New |
| Eagle Bay Advisors LLC | 6,681 | $18.2K | 0.01% | +211+3.3% | Added |
| Rise Advisors, LLC | 7,230 | $19.7K | 0.01% | +229+3.3% | Added |
| Fifth Third Bancorp | 8,629 | $23.6K | 0.00% | −4,654−35.0% | Reduced |
| Coppell Advisory Solutions LLC | 9,287 | $25.4K | 0.00% | +9,287 | New |
| TD Waterhouse Canada Inc. | 9,573 | $26.8K | 0.00% | +2,473+34.8% | Added |
| GM Advisory Group, Inc. | 10,000 | $27.3K | 0.00% | −2,030−16.9% | Reduced |
| Shepherd Financial Partners LLC | 10,000 | $27.3K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10,057 | $27.5K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,190 | $27.8K | 0.00% | +10,190 | New |
| Interchange Capital Partners, LLC | 10,222 | $27.9K | 0.01% | +10,222 | New |
| National Bank of Canada | 10,012 | $27.9K | 0.00% | −2,450−19.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,106 | $28.0K | 0.00% | −2,833−21.9% | Reduced |
| Brown Advisory Inc | 10,268 | $28.0K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 10,493 | $28.6K | 0.00% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 10,616 | $29.0K | 0.01% | +10,616 | New |
| Corundum Group, Inc. | 10,763 | $29.4K | 0.01% | −34−0.3% | Reduced |
| Good Life Advisors, LLC | 10,881 | $29.7K | 0.00% | +10,881 | New |
| Hotchkis & Wiley Capital Management LLC | 10,910 | $29.8K | 0.00% | −1,270−10.4% | Reduced |
| Boston Common Asset Management, LLC | 10,864 | $30.0K | 0.00% | 00.0% | Unchanged |
| National Philanthropic Trust | 11,099 | $30.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,204 | $30.6K | 0.00% | +11,204 | New |
| Boston Partners | 10,248 | $30.9K | 0.00% | +10,248 | New |
| Frazier Financial Advisors, LLC | 11,596 | $31.7K | 0.03% | +8,363+258.7% | Added |
| PFG Investments, LLC | 11,660 | $31.8K | 0.00% | +366+3.2% | Added |
| TCWP LLC | 11,712 | $32.0K | 0.08% | +11,712 | New |
| FMB Wealth Management | 11,815 | $32.3K | 0.02% | −91−0.8% | Reduced |
| Colonial Trust Co | 12,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 12,050 | $32.9K | 0.00% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 12,104 | $33.0K | 0.01% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 12,354 | $33.7K | 0.00% | +12,354 | New |
| Xponance, Inc. | 12,430 | $33.9K | 0.00% | +2,267+22.3% | Added |
| Rothschild Investment LLC | 12,657 | $34.6K | 0.00% | +11,757+1,306.3% | Added |
| Capital Investment Advisory Services, LLC | 12,746 | $34.8K | 0.00% | −754−5.6% | Reduced |
| Bank Hapoalim BM | 13,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 12,868 | $35.1K | 0.00% | +12,868 | New |
| Baron Wealth Management LLC | 12,882 | $35.2K | 0.02% | +12,882 | New |
| Johnson Investment Counsel Inc | 13,022 | $35.5K | 0.00% | +390+3.1% | Added |
| Capital Advisors Inc | 13,123 | $35.8K | 0.00% | +13,123 | New |
| SRS Capital Advisors, Inc. | 13,159 | $35.9K | 0.00% | +591+4.7% | Added |
| Thrivent Financial for Lutherans | 13,347 | $36.0K | 0.00% | +13,347 | New |
| Robertson Stephens Wealth Management, LLC | 13,254 | $36.2K | 0.00% | +3,178+31.5% | Added |
| PFG Advisors | 13,261 | $36.2K | 0.00% | 00.0% | Unchanged |
| Pale Fire Capital SE | 13,510 | $36.9K | 0.00% | +13,510 | New |
| Aptus Capital Advisors, LLC | 13,690 | $37.4K | 0.00% | +13,690 | New |
| Mutual Advisors, LLC | 12,095 | $37.5K | 0.00% | −3,291−21.4% | Reduced |
| Enterprise Financial Services Corp | 13,761 | $37.6K | 0.02% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 13,934 | $38.0K | 0.06% | +13,934 | New |
| Fiduciary Financial Group, LLC | 12,797 | $38.9K | 0.01% | +12,797 | New |
| Breakwater Capital Group | 14,729 | $40.2K | 0.01% | 00.0% | Unchanged |