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 |
|---|---|---|---|---|---|
| Wealthstream Advisors, Inc. | 38,772 | $105.8K | 0.04% | +2,344+6.4% | Added |
| Parallel Advisors, LLC | 39,005 | $106.5K | 0.00% | −907−2.3% | Reduced |
| Axxcess Wealth Management, LLC | 39,251 | $107.2K | 0.00% | +19,400+97.7% | Added |
| Sage Rhino Capital LLC | 39,421 | $107.6K | 0.03% | +1,512+4.0% | Added |
| Drive Wealth Management, LLC | 39,431 | $107.6K | 0.03% | +1,875+5.0% | Added |
| CFO4Life Group, LLC | 39,678 | $108.3K | 0.02% | +1,200+3.1% | Added |
| Prime Capital Investment Advisors, LLC | 39,737 | $108.5K | 0.00% | +1,430+3.7% | Added |
| Savant Capital, LLC | 40,474 | $110.5K | 0.00% | +6,169+18.0% | Added |
| Smartleaf Asset Management LLC | 39,851 | $112.4K | 0.02% | +6,251+18.6% | Added |
| Portside Wealth Group, LLC | 41,291 | $112.7K | 0.02% | +41,291 | New |
| Cromwell Holdings LLC | 41,924 | $114.5K | 0.07% | +41,924 | New |
| Brookstone Capital Management | 37,821 | $114.6K | 0.00% | −695−1.8% | Reduced |
| Icon Wealth Advisors, LLC | 38,788 | $117.5K | 0.01% | +38,788 | New |
| Decatur Capital Management, Inc. | 43,232 | $118.0K | 0.06% | +43,232 | New |
| Virtu Financial LLC | 43,420 | $119.0K | 0.01% | −851,801−95.1% | Reduced |
| Change Path, LLC | 43,561 | $119.0K | 0.01% | −3,663−7.8% | Reduced |
| Clarius Group, LLC | 43,816 | $119.6K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 44,513 | $121.5K | 0.02% | −6,224−12.3% | Reduced |
| Legacy Financial Advisors, Inc. | 45,683 | $124.7K | 0.02% | −1,713−3.6% | Reduced |
| Optas, LLC | 45,764 | $124.9K | 0.03% | −2,684−5.5% | Reduced |
| Atria Wealth Solutions, Inc. | 46,072 | $125.8K | 0.00% | +32,566+241.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 46,236 | $126.2K | 0.08% | −8,776−16.0% | Reduced |
| Checchi Capital Advisers, LLC | 47,016 | $128.4K | 0.01% | +2,783+6.3% | Added |
| Valeo Financial Advisors, LLC | 48,973 | $133.7K | 0.00% | +1,838+3.9% | Added |
| Scotia Capital Inc. | 49,127 | $134.1K | 0.00% | +14,677+42.6% | Added |
| Wealth Alliance | 49,564 | $135.3K | 0.02% | +49,564 | New |
| Fort Point Capital Partners LLC | 50,000 | $136.5K | 0.02% | −2,368−4.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 50,490 | $137.8K | 0.00% | +3,400+7.2% | Added |
| Schechter Investment Advisors, LLC | 50,965 | $139.1K | 0.01% | +5,175+11.3% | Added |
| Resources Investment Advisors, LLC. | 51,084 | $139.5K | 0.00% | +51,084 | New |
| Boston Private Wealth LLC | 51,271 | $140.0K | 0.00% | −387−0.7% | Reduced |
| Tranquilli Financial Advisor LLC | 50,333 | $140.4K | 0.09% | +2,633+5.5% | Added |
| Ascent Group, LLC | 51,912 | $141.7K | 0.01% | +21,612+71.3% | Added |
| HighPoint Advisor Group LLC | 47,645 | $143.0K | 0.01% | +3,106+7.0% | Added |
| Perigon Wealth Management, LLC | 53,648 | $146.5K | 0.00% | +3,835+7.7% | Added |
| Centiva Capital, LP | 54,462 | $148.7K | 0.01% | +6,919+14.6% | Added |
| Dorsey & Whitney Trust CO LLC | 54,933 | $150.0K | 0.01% | +2,369+4.5% | Added |
| M&T Bank Corp | 55,149 | $150.6K | 0.00% | +4,877+9.7% | Added |
| Five Oceans Advisors | 55,712 | $152.1K | 0.08% | +24,045+75.9% | Added |
| Blue Barn Wealth, LLC | 56,133 | $153.2K | 0.09% | +21,089+60.2% | Added |
| Russell Investments Group, Ltd. | 56,149 | $153.3K | 0.00% | +29,696+112.3% | Added |
| Lake Street Advisors Group, LLC | 56,499 | $154.2K | 0.01% | −2,603−4.4% | Reduced |
| Fielder Capital Group LLC | 56,627 | $154.6K | 0.06% | +56,627 | New |
| State Street Corp | 57,244 | $156.3K | 0.00% | +390+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 58,191 | $158.9K | 0.00% | +5,839+11.2% | Added |
| Synovus Financial Corp | 58,936 | $160.9K | 0.00% | −6,269−9.6% | Reduced |
| Cape Investment Advisory, Inc. | 60,217 | $164.4K | 0.07% | −583−1.0% | Reduced |
| Susquehanna International Group, LLP | 60,675 | $165.6K | 0.00% | −146,938−70.8% | Reduced |
| Bruce G. Allen Investments, LLC | 61,391 | $167.6K | 0.14% | −210.0% | Reduced |
| Sequoia Financial Advisors, LLC | 61,586 | $168.1K | 0.00% | +4,194+7.3% | Added |
| Earnest Partners LLC | 62,826 | $171.5K | 0.00% | −19,678−23.9% | Reduced |
| Toronto Dominion Bank | 63,475 | $173.3K | 0.00% | −6,130−8.8% | Reduced |
| Alliance Wealth Advisors, LLC | 63,861 | $174.3K | 0.11% | −7,836−10.9% | Reduced |
| Aprio Wealth Management, LLC | 64,134 | $175.1K | 0.03% | +16,521+34.7% | Added |
| Advisors Preferred, LLC | 63,601 | $177.4K | 0.03% | +63,601 | New |
| Independent Advisor Alliance | 66,001 | $180.2K | 0.01% | −7,236−9.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 67,347 | $183.9K | 0.06% | +10,856+19.2% | Added |
| Aspen Grove Capital, LLC | 67,494 | $184.3K | 0.04% | +639+1.0% | Added |
| Sivia Capital Partners, LLC | 69,032 | $188.5K | 0.13% | +86+0.1% | Added |
| Pitcairn Co | 69,126 | $188.7K | 0.01% | +7,037+11.3% | Added |
| RSM US Wealth Management LLC | 67,857 | $188.9K | 0.00% | +56,611+503.4% | Added |
| CWM, LLC | 71,039 | $194.0K | 0.00% | +19,525+37.9% | Added |
| Kestra Advisory Services, LLC | 100,218 | $200.0K | 0.00% | +27,164+37.2% | Added |
| Allspring Global Investments Holdings, LLC | 74,351 | $203.0K | 0.00% | +40,799+121.6% | Added |
| Walleye Trading LLC | 74,537 | $203.5K | 0.00% | +74,537 | New |
| Foster Victor Wealth Advisors, LLC | 67,502 | $205.2K | 0.02% | −56,866−45.7% | Reduced |
| Anchor Investment Management, LLC | 78,000 | $212.9K | 0.02% | −25,000−24.3% | Reduced |
| XTX Topco Ltd | 79,404 | $216.8K | 0.02% | −2,142−2.6% | Reduced |
| Eqis Capital Management, Inc. | 80,401 | $219.5K | 0.02% | −14,143−15.0% | Reduced |
| Foundations Investment Advisors, LLC | 81,254 | $221.8K | 0.01% | +4,527+5.9% | Added |
| Marcum Wealth, LLC | 82,780 | $226.0K | 0.02% | +11,540+16.2% | Added |
| Capstone Investment Advisors, LLC | 83,507 | $228.0K | 0.00% | +55,323+196.3% | Added |
| Wedbush Securities Inc | 85,282 | $233.0K | 0.01% | +29,263+52.2% | Added |
| Ieq Capital, LLC | 85,696 | $234.0K | 0.00% | +18,338+27.2% | Added |
| Continuum Advisory, LLC | 85,941 | $234.6K | 0.03% | +778+0.9% | Added |
| Callan Capital, LLC | 86,322 | $235.7K | 0.02% | +34,404+66.3% | Added |
| Sanctuary Advisors, LLC | 90,692 | $236.7K | 0.00% | +90,692 | New |
| Squarepoint Ops LLC | 87,077 | $237.7K | 0.00% | −414,981−82.7% | Reduced |
| Jones Financial Companies LLLP | 87,659 | $239.3K | 0.00% | +87,659 | New |
| Advisory Services Network, LLC | 88,634 | $242.0K | 0.01% | −3,652−4.0% | Reduced |
| Cetera Trust Company, N.A | 89,475 | $244.3K | 0.15% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 90,799 | $247.9K | 0.00% | −16,230−15.2% | Reduced |
| Cypress Wealth Services, LLC | 92,528 | $252.6K | 0.06% | −521−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 92,921 | $253.7K | 0.01% | +25,280+37.4% | Added |
| Ronald Blue Trust, Inc. | 98,224 | $254.4K | 0.00% | +37,341+61.3% | Added |
| Sepio Capital, LP | 93,484 | $255.0K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 93,436 | $255.1K | 0.03% | +93,436 | New |
| CI Private Wealth, LLC | 98,979 | $270.2K | 0.00% | +18,645+23.2% | Added |
| Aaron Wealth Advisors | 99,629 | $272.0K | 0.04% | +5,681+6.0% | Added |
| Northwestern Mutual Wealth Management Co | 106,165 | $289.8K | 0.00% | +21,709+25.7% | Added |
| First Affirmative Financial Network | 106,928 | $291.9K | 0.20% | −1,618−1.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 107,643 | $293.9K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 110,868 | $302.7K | 0.01% | +25,410+29.7% | Added |
| Syon Capital LLC | 119,983 | $327.6K | 0.03% | +4,527+3.9% | Added |
| Evergreen Capital Management LLC | 120,124 | $327.9K | 0.01% | +2,814+2.4% | Added |
| Prudential Financial Inc | 121,811 | $332.5K | 0.00% | +51,069+72.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 122,952 | $336.0K | 0.00% | +9,316+8.2% | Added |
| United Capital Financial Advisers, LLC | 125,527 | $342.7K | 0.00% | −936−0.7% | Reduced |
| Ballentine Partners, LLC | 126,217 | $344.6K | 0.01% | +20,583+19.5% | Added |
| Captrust Financial Advisors | 129,550 | $353.7K | 0.00% | −55,647−30.0% | Reduced |