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 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 2,572,305 | $7.02M | 0.73% | +35,500+1.4% | Added |
| Millennium Management LLC | 3,433,596 | $9.37M | 0.01% | −2,302,675−40.1% | Reduced |
| CIBC World Markets Inc. | 3,461,057 | $9.45M | 0.02% | −2,595−0.1% | Reduced |
| JPMorgan Chase & Co | 4,202,715 | $11.5M | 0.00% | −621,543−12.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,272,387 | $11.7M | 0.12% | +1,438,841+50.8% | Added |
| Cowen Investment Management LLC | 4,421,183 | $12.1M | 18.20% | 00.0% | Unchanged |
| Janney Capital Management LLC | 4,841,939 | $13.2M | 0.93% | −182,746−3.6% | Reduced |
| Crossmark Global Holdings, Inc. | 4,875,569 | $13.3M | 0.25% | −83,441−1.7% | Reduced |
| First Eagle Investment Management, LLC | 5,087,379 | $13.9M | 0.03% | +1,026,639+25.3% | Added |
| Wells Fargo & Company | 5,289,929 | $14.4M | 0.00% | +1,436,820+37.3% | Added |
| American Century Companies Inc | 5,472,171 | $14.9M | 0.01% | +804,035+17.2% | Added |
| Macquarie Group Ltd | 7,227,644 | $19.7M | 0.02% | −8,317,795−53.5% | Reduced |
| BlackRock Inc. | 7,445,742 | $20.3M | 0.00% | +530,602+7.7% | Added |
| Envestnet Asset Management Inc | 8,577,101 | $23.4M | 0.01% | +2,841,956+49.6% | Added |
| Morningstar Investment Services LLC | 9,714,422 | $27.4M | 0.30% | −233,475−2.3% | Reduced |
| Northern Trust Corp | 10,564,299 | $28.8M | 0.00% | +724,613+7.4% | Added |
| Clearbridge Investments, LLC | 13,279,295 | $36.3M | 0.03% | +13,279,295 | New |
| CIBC Private Wealth Group, LLC | 12,411,168 | $37.1M | 0.07% | +152,141+1.2% | Added |
| Bank of America Corp | 14,537,827 | $39.7M | 0.00% | +5,953,965+69.4% | Added |
| Dimensional Fund Advisors LP | 16,411,038 | $44.8M | 0.01% | −1,463,446−8.2% | Reduced |
| FMR LLC | 16,807,771 | $45.9M | 0.00% | +459,941+2.8% | Added |
| Morgan Stanley | 18,387,399 | $50.2M | 0.00% | +1,188,704+6.9% | Added |
| Goldman Sachs Group Inc | 22,605,229 | $61.7M | 0.01% | +412,022+1.9% | Added |
| Arrowstreet Capital, Limited Partnership | 24,065,234 | $65.7M | 0.06% | +3,737,408+18.4% | Added |
| Mondrian Investment Partners LTD | 74,716,427 | $226.4M | 3.49% | −15,232,110−16.9% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,649,106−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −958,759−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −831,800−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −493,464−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −240,532−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −711,144−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −154,449−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −143,716−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −80,404−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −79,695−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −40,536−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −17,679−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −14,840−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −13,114−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −11,693−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −9,418−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −9,229−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −7,507−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,877−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Grey Street Capital, LLC | – | – | – | – | Not filed |
| Centurion Wealth Management LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions Corp. | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |