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 |
|---|---|---|---|---|---|
| Sweet Financial Partners, LLC | 15,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 15,000 | $41.0K | 0.00% | +15,000 | New |
| Brighton Jones LLC | 15,186 | $41.5K | 0.00% | +2,097+16.0% | Added |
| Engineers Gate Manager LP | 15,250 | $41.6K | 0.00% | +15,250 | New |
| Angeles Investment Advisors, LLC | 15,290 | $41.7K | 0.00% | +4,262+38.6% | Added |
| Insigneo Advisory Services, LLC | 15,353 | $41.9K | 0.00% | +15,353 | New |
| First Horizon Advisors, Inc. | 15,436 | $42.1K | 0.00% | −2,995−16.2% | Reduced |
| D.A. Davidson & Co. | 15,438 | $42.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,900 | $43.4K | 0.00% | +900+6.0% | Added |
| Waldron Private Wealth LLC | 15,925 | $43.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,932 | $43.5K | 0.00% | +1,981+14.2% | Added |
| Riversedge Advisors, LLC | 16,080 | $43.9K | 0.01% | +1,425+9.7% | Added |
| Retirement Planning Co of New England, Inc. | 16,310 | $44.5K | 0.02% | −2,736−14.4% | Reduced |
| Cooper Financial Group | 16,755 | $45.7K | 0.01% | −177−1.0% | Reduced |
| HB Wealth Management, LLC | 16,780 | $45.8K | 0.00% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 17,020 | $46.5K | 0.02% | +17,020 | New |
| Keybank National Association | 17,028 | $46.5K | 0.00% | +29+0.2% | Added |
| Catalina Capital Group, LLC | 17,116 | $46.7K | 0.02% | +966+6.0% | Added |
| Sterling Financial Group, Inc. | 17,206 | $47.0K | 0.02% | −2,997−14.8% | Reduced |
| Diversify Advisory Services, LLC | 16,079 | $47.3K | 0.00% | +16,079 | New |
| Tower Research Capital LLC (TRC) | 17,409 | $47.5K | 0.00% | −43,094−71.2% | Reduced |
| Summit X, LLC | 16,065 | $47.7K | 0.01% | +16,065 | New |
| Laird Norton Trust Company, LLC | 17,727 | $48.4K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,829 | $48.7K | 0.00% | +2,228+14.3% | Added |
| New Republic Capital, LLC | 17,836 | $48.7K | 0.02% | +2,501+16.3% | Added |
| Savvy Advisors, Inc. | 18,356 | $50.1K | 0.02% | +3,870+26.7% | Added |
| Salem Investment Counselors Inc | 18,500 | $50.5K | 0.00% | +6,000+48.0% | Added |
| Seven Mile Advisory | 19,099 | $52.1K | 0.04% | +334+1.8% | Added |
| EverSource Wealth Advisors, LLC | 17,549 | $53.2K | 0.00% | +1,477+9.2% | Added |
| Moody National Bank Trust Division | 19,757 | $53.9K | 0.00% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 18,365 | $54.0K | 0.00% | −1,486−7.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 19,787 | $54.0K | 0.00% | +19,787 | New |
| Simplicity Wealth,LLC | 19,854 | $54.2K | 0.00% | +288+1.5% | Added |
| Bleakley Financial Group, LLC | 19,854 | $54.2K | 0.00% | +288+1.5% | Added |
| Park Circle Co | 20,000 | $54.6K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 20,231 | $55.2K | 0.00% | −397−1.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 20,397 | $55.7K | 0.02% | +20,397 | New |
| Financial Advocates Investment Management | 21,156 | $57.8K | 0.00% | +21,156 | New |
| West Family Investments, Inc. | 21,281 | $58.1K | 0.02% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 21,396 | $58.4K | 0.01% | −66,562−75.7% | Reduced |
| Norden Group LLC | 21,470 | $58.6K | 0.01% | +21,470 | New |
| Stratos Wealth Partners, LTD. | 21,488 | $58.7K | 0.00% | −914−4.1% | Reduced |
| Abel Hall, LLC | 21,541 | $58.8K | 0.04% | +1,691+8.5% | Added |
| Wallace Advisory Group, LLC | 21,543 | $58.8K | 0.04% | +21,543 | New |
| Cidel Asset Management Inc | 21,601 | $59.0K | 0.00% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 21,771 | $59.4K | 0.03% | +1,051+5.1% | Added |
| Peapack Gladstone Financial Corp | 22,001 | $60.0K | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 22,088 | $60.3K | 0.01% | −4,256−16.2% | Reduced |
| Snowden Capital Advisors LLC | 22,200 | $60.6K | 0.00% | +10,999+98.2% | Added |
| Gibbs Wealth Management | 22,623 | $61.8K | 0.02% | +22,623 | New |
| Flow Traders U.S. LLC | 23,139 | $63.0K | 0.00% | +23,139 | New |
| Hoxton Planning & Management, LLC | 23,523 | $64.2K | 0.03% | +12,866+120.7% | Added |
| ProVise Management Group, LLC | 23,801 | $65.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 24,055 | $65.7K | 0.00% | +3,988+19.9% | Added |
| Marino, Stram & Associates LLC | 24,503 | $66.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 22,122 | $67.0K | 0.00% | +688+3.2% | Added |
| Keynote Financial Services LLC | 24,600 | $67.2K | 0.06% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 24,714 | $67.5K | 0.01% | +1,520+6.6% | Added |
| D'Orazio & Associates, Inc. | 25,111 | $68.6K | 0.01% | +9,630+62.2% | Added |
| Sym Financial Corp | 25,251 | $68.9K | 0.01% | +25,251 | New |
| National Asset Management, Inc. | 25,337 | $69.2K | 0.00% | +25,337 | New |
| TCG Advisory Services, LLC | 25,586 | $69.8K | 0.00% | +6,623+34.9% | Added |
| Whittier Trust Co of Nevada Inc | 25,753 | $70.3K | 0.00% | +2,306+9.8% | Added |
| Assetmark, Inc | 26,233 | $71.6K | 0.00% | +3,540+15.6% | Added |
| Lifeworks Advisors, LLC | 26,365 | $72.0K | 0.02% | −246−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 26,551 | $72.5K | 0.00% | +2,786+11.7% | Added |
| Unique Wealth Strategies, LLC | 28,162 | $72.9K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 24,394 | $73.7K | 0.00% | +5,336+28.0% | Added |
| Investors Research Corp | 27,135 | $74.1K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 24,536 | $74.2K | 0.01% | −380−1.5% | Reduced |
| Crumly & Associates Inc. | 27,337 | $74.6K | 0.02% | −442−1.6% | Reduced |
| Diversify Wealth Management, LLC | 27,425 | $74.9K | 0.01% | +27,425 | New |
| Sage Mountain Advisors LLC | 27,526 | $75.1K | 0.01% | +4,520+19.6% | Added |
| Copperleaf Capital, LLC | 27,591 | $75.3K | 0.06% | −2,153−7.2% | Reduced |
| Keel Point, LLC | 26,017 | $76.0K | 0.01% | +7,100+37.5% | Added |
| AlphaMark Advisors, LLC | 27,912 | $76.0K | 0.03% | +5,045+22.1% | Added |
| Traveka Wealth, LLC | 29,024 | $79.2K | 0.04% | +3,115+12.0% | Added |
| Rehmann Capital Advisory Group | 29,502 | $80.7K | 0.01% | +5,770+24.3% | Added |
| Holistic Financial Partners | 30,041 | $82.0K | 0.04% | −2,017−6.3% | Reduced |
| Summit Trail Advisors, LLC | 30,109 | $82.2K | 0.00% | +13,508+81.4% | Added |
| Steward Partners Investment Advisory, LLC | 30,551 | $83.4K | 0.00% | −1,082−3.4% | Reduced |
| Personal Cfo Solutions, LLC | 31,837 | $86.9K | 0.01% | +5,709+21.9% | Added |
| Lido Advisors, LLC | 31,940 | $87.2K | 0.00% | +13,219+70.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,862 | $89.7K | 0.00% | +8,748+36.3% | Added |
| Trust Point Inc. | 33,198 | $90.6K | 0.01% | −7,522−18.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 33,932 | $92.6K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 34,326 | $93.7K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 34,572 | $94.4K | 0.00% | −41,900−54.8% | Reduced |
| Lindbrook Capital, LLC | 34,821 | $95.1K | 0.01% | +1,959+6.0% | Added |
| Addison Advisors LLC | 34,991 | $95.5K | 0.03% | +3,160+9.9% | Added |
| Coldstream Capital Management Inc | 35,245 | $96.2K | 0.00% | +17,225+95.6% | Added |
| PDS Planning, Inc | 35,432 | $96.7K | 0.01% | +3,146+9.7% | Added |
| SageView Advisory Group, LLC | 35,675 | $97.4K | 0.00% | +35,675 | New |
| GAMMA Investing LLC | 35,806 | $97.8K | 0.01% | +10,830+43.4% | Added |
| Platform Technology Partners | 35,857 | $97.9K | 0.03% | +35,857 | New |
| Raymond James Trust N.A. | 35,934 | $98.1K | 0.00% | +17,702+97.1% | Added |
| IFP Advisors, Inc | 36,057 | $98.4K | 0.00% | +15,621+76.4% | Added |
| Prospera Financial Services Inc | 37,693 | $102.9K | 0.00% | +11,744+45.3% | Added |
| Vicus Capital | 37,873 | $103.4K | 0.01% | +7,390+24.2% | Added |
| BSW Wealth Partners | 38,732 | $105.7K | 0.02% | −6,536−14.4% | Reduced |