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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 134,044 | $365.9K | 0.01% | +67,750+102.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 135,436 | $369.7K | 0.05% | +3,752+2.8% | Added |
| Stephens Inc | 135,636 | $370.3K | 0.01% | +38,804+40.1% | Added |
| Apollon Wealth Management, LLC | 135,940 | $371.1K | 0.01% | −1,775−1.3% | Reduced |
| AQR Capital Management LLC | 136,599 | $372.9K | 0.00% | +104,326+323.3% | Added |
| Kathmere Capital Management, LLC | 138,625 | $378.4K | 0.04% | +49,556+55.6% | Added |
| Pacer Advisors, Inc. | 139,538 | $380.9K | 0.00% | −6,835−4.7% | Reduced |
| Eagle Asset Management Inc | 138,804 | $387.3K | 0.00% | +393+0.3% | Added |
| Commonwealth Equity Services, LLC | 144,252 | $394.0K | 0.00% | +8,758+6.5% | Added |
| Bank of Montreal | 140,574 | $395.0K | 0.00% | +78,530+126.6% | Added |
| Pinnacle Associates Ltd | 152,116 | $415.3K | 0.01% | −5,089−3.2% | Reduced |
| Atomi Financial Group, Inc. | 153,531 | $419.1K | 0.03% | +68,344+80.2% | Added |
| Rhumbline Advisers | 154,172 | $420.9K | 0.00% | −6,267−3.9% | Reduced |
| Quadrant Capital Group LLC | 155,684 | $425.0K | 0.03% | +4,475+3.0% | Added |
| Citadel Advisors LLC | 166,615 | $454.9K | 0.00% | −1,307,252−88.7% | Reduced |
| Cable Hill Partners, LLC | 167,976 | $458.6K | 0.05% | +7,263+4.5% | Added |
| HSBC Holdings PLC | 169,014 | $461.4K | 0.00% | +88,569+110.1% | Added |
| Gallacher Capital Management LLC | 169,145 | $461.8K | 0.24% | −1,808−1.1% | Reduced |
| Glenmede Trust Co NA | 176,416 | $481.6K | 0.00% | +59,253+50.6% | Added |
| Advisor Group Holdings, Inc. | 180,210 | $492.0K | 0.00% | −62,973−25.9% | Reduced |
| The PNC Financial Services Group, Inc. | 186,494 | $509.1K | 0.00% | −19,926−9.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 190,523 | $520.1K | 0.04% | −1,091−0.6% | Reduced |
| Cresset Asset Management, LLC | 193,989 | $529.6K | 0.00% | +24,954+14.8% | Added |
| Edge Wealth Management LLC | 200,000 | $546.0K | 0.11% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 196,569 | $554.3K | 0.06% | +10,615+5.7% | Added |
| Legacy Wealth Asset Management, LLC | 204,224 | $557.5K | 0.16% | +3,695+1.8% | Added |
| Private Advisor Group, LLC | 211,658 | $577.8K | 0.00% | +23,659+12.6% | 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 |
| MAI Capital Management | 220,291 | $601.4K | 0.01% | +159,403+261.8% | Added |
| Wetherby Asset Management Inc | 220,886 | $603.0K | 0.03% | −3,837−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 222,699 | $608.0K | 0.00% | −4,470−2.0% | Reduced |
| Intrust Bank NA | 225,233 | $614.9K | 0.07% | −11,053−4.7% | Reduced |
| Vident Advisory, LLC | 235,823 | $643.8K | 0.02% | +57,532+32.3% | Added |
| Jane Street Group, LLC | 248,675 | $678.9K | 0.00% | −80,814−24.5% | Reduced |
| Yousif Capital Management, LLC | 253,652 | $692.5K | 0.01% | −11,530−4.3% | Reduced |
| Atria Investments LLC | 257,649 | $703.4K | 0.01% | +257,649 | New |
| Invesco Ltd. | 263,433 | $719.2K | 0.00% | +224,228+571.9% | Added |
| Ellevest, Inc. | 272,382 | $743.6K | 0.04% | +36,876+15.7% | Added |
| Principal Securities, Inc. | 275,274 | $751.5K | 0.02% | +14,554+5.6% | Added |
| Veriti Management LLC | 280,004 | $764.4K | 0.05% | +23,091+9.0% | Added |
| Signaturefd, LLC | 281,153 | $767.5K | 0.02% | +11,560+4.3% | Added |
| HF Advisory Group, LLC | 282,252 | $770.5K | 0.40% | +114,369+68.1% | Added |
| Qtron Investments LLC | 288,947 | $788.8K | 0.11% | −80,404−21.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 289,916 | $791.5K | 0.00% | +93,041+47.3% | Added |
| Twin City Private Wealth, LLC | 355,863 | $971.5K | 0.92% | −18,386−4.9% | Reduced |
| Naviter Wealth, LLC | 379,401 | $1.04M | 0.15% | +24,543+6.9% | Added |
| Truist Financial Corp | 389,410 | $1.06M | 0.00% | +72,477+22.9% | Added |
| Cerity Partners LLC | 396,906 | $1.08M | 0.00% | −37,946−8.7% | Reduced |
| Global Retirement Partners, LLC | 404,520 | $1.10M | 0.03% | +46,328+12.9% | Added |
| DRW Securities, LLC | 404,791 | $1.11M | 0.07% | +40,081+11.0% | Added |
| NewEdge Wealth, LLC | 442,801 | $1.21M | 0.03% | −1,306−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 447,211 | $1.22M | 0.05% | +11,213+2.6% | Added |
| CAPROCK Group, Inc. | 454,613 | $1.24M | 0.05% | +278,868+158.7% | Added |
| First Trust Advisors LP | 468,049 | $1.28M | 0.00% | −13,333−2.8% | Reduced |
| Avantax Advisory Services, Inc. | 472,726 | $1.29M | 0.01% | +180,056+61.5% | Added |
| Pathstone Holdings, LLC | 478,376 | $1.31M | 0.01% | +89,508+23.0% | Added |
| JustInvest LLC | 541,625 | $1.48M | 0.03% | +84,403+18.5% | 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 |
| US Bancorp | 554,474 | $1.51M | 0.00% | +148,031+36.4% | Added |
| Lockheed Martin Investment Management Co | 555,000 | $1.52M | 0.09% | +555,000 | New |
| Mariner, LLC | 562,864 | $1.54M | 0.00% | +70,648+14.4% | Added |
| English Capital Management LLC | 629,115 | $1.72M | 1.44% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 641,053 | $1.75M | 0.00% | +17,346+2.8% | Added |
| HighTower Advisors, LLC | 644,572 | $1.76M | 0.00% | −50,337−7.2% | Reduced |
| Bank of New York Mellon Corp | 648,513 | $1.77M | 0.00% | +120,257+22.8% | Added |
| Royal Bank of Canada | 668,271 | $1.82M | 0.00% | +138,545+26.2% | Added |
| Rockefeller Capital Management L.P. | 708,379 | $1.93M | 0.01% | +40,208+6.0% | Added |
| Drucker Wealth 3.0, LLC | 754,340 | $2.06M | 0.55% | +754,340 | New |
| Creative Planning | 822,309 | $2.24M | 0.00% | +162,369+24.6% | Added |
| Oppenheimer Asset Management Inc. | 836,234 | $2.28M | 0.03% | +192,994+30.0% | Added |
| SEI Investments Co | 840,209 | $2.29M | 0.00% | +176,464+26.6% | Added |
| Semmax Financial Advisors Inc. | 779,586 | $2.32M | 0.70% | −16,048−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 875,406 | $2.39M | 0.00% | +278,349+46.6% | Added |
| Henry James International Management, Inc. | 968,851 | $2.64M | 0.94% | +49,812+5.4% | Added |
| Mercer Global Advisors Inc | 1,000,521 | $2.73M | 0.01% | +98,652+10.9% | Added |
| AMG National Trust Bank | 1,001,075 | $2.73M | 0.07% | +3,976+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 1,004,980 | $2.74M | 0.06% | +1,350+0.1% | Added |
| Logan Capital Management Inc | 1,014,208 | $2.77M | 0.12% | −36,170−3.4% | Reduced |
| UBS Group AG | 1,057,595 | $2.89M | 0.00% | −881,828−45.5% | Reduced |
| Advisors Management Group Inc | 1,061,134 | $2.90M | 0.72% | −6,274−0.6% | Reduced |
| Stifel Financial Corp | 1,071,339 | $2.92M | 0.00% | +70,060+7.0% | Added |
| Citigroup Inc | 1,076,351 | $2.94M | 0.00% | +128,301+13.5% | Added |
| MML Investors Services, LLC | 1,088,428 | $2.97M | 0.01% | +64,293+6.3% | Added |
| TownSquare Capital, LLC | 1,115,113 | $3.04M | 0.04% | +418,879+60.2% | Added |
| Old Mission Capital LLC | 1,193,950 | $3.26M | 0.09% | −427,425−26.4% | Reduced |
| Cetera Investment Advisers | 1,221,301 | $3.33M | 0.01% | +6,381+0.5% | Added |
| Ritholtz Wealth Management | 1,226,609 | $3.35M | 0.11% | +475,255+63.3% | Added |
| Timber Creek Capital Management LLC | 1,374,914 | $3.75M | 1.13% | +8,684+0.6% | Added |
| Natixis Advisors, L.P. | 1,454,414 | $3.97M | 0.01% | +61,016+4.4% | Added |
| Franklin Resources Inc | 1,555,394 | $4.25M | 0.00% | −35,010−2.2% | Reduced |
| Ethic Inc. | 1,580,790 | $4.32M | 0.10% | −15,829−1.0% | Reduced |
| LPL Financial LLC | 1,613,830 | $4.41M | 0.00% | +239,769+17.4% | Added |
| QRG Capital Management, Inc. | 1,705,469 | $4.66M | 0.06% | +166,381+10.8% | Added |
| Optiver Holding B.V. | 1,747,560 | $4.84M | 0.09% | −504,962−22.4% | Reduced |
| Neuberger Berman Group LLC | 1,835,765 | $5.01M | 0.00% | −944,018−34.0% | Reduced |
| Ameriprise Financial Inc | 1,874,282 | $5.12M | 0.00% | −1,287,545−40.7% | Reduced |
| Norges Bank | 2,000,000 | $5.46M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 2,487,006 | $6.79M | 0.00% | +1,327,589+114.5% | Added |