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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 196,569 | $554.3K | 0.06% | +10,615+5.7% | Added |
| Edge Wealth Management LLC | 200,000 | $546.0K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 193,989 | $529.6K | 0.00% | +24,954+14.8% | Added |
| Mount Yale Investment Advisors, LLC | 190,523 | $520.1K | 0.04% | −1,091−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 186,494 | $509.1K | 0.00% | −19,926−9.7% | Reduced |
| Advisor Group Holdings, Inc. | 180,210 | $492.0K | 0.00% | −62,973−25.9% | Reduced |
| Glenmede Trust Co NA | 176,416 | $481.6K | 0.00% | +59,253+50.6% | Added |
| Gallacher Capital Management LLC | 169,145 | $461.8K | 0.24% | −1,808−1.1% | Reduced |
| HSBC Holdings PLC | 169,014 | $461.4K | 0.00% | +88,569+110.1% | Added |
| Cable Hill Partners, LLC | 167,976 | $458.6K | 0.05% | +7,263+4.5% | Added |
| Citadel Advisors LLC | 166,615 | $454.9K | 0.00% | −1,307,252−88.7% | Reduced |
| Quadrant Capital Group LLC | 155,684 | $425.0K | 0.03% | +4,475+3.0% | Added |
| Rhumbline Advisers | 154,172 | $420.9K | 0.00% | −6,267−3.9% | Reduced |
| Atomi Financial Group, Inc. | 153,531 | $419.1K | 0.03% | +68,344+80.2% | Added |
| Pinnacle Associates Ltd | 152,116 | $415.3K | 0.01% | −5,089−3.2% | Reduced |
| Bank of Montreal | 140,574 | $395.0K | 0.00% | +78,530+126.6% | Added |
| Commonwealth Equity Services, LLC | 144,252 | $394.0K | 0.00% | +8,758+6.5% | Added |
| Eagle Asset Management Inc | 138,804 | $387.3K | 0.00% | +393+0.3% | Added |
| Pacer Advisors, Inc. | 139,538 | $380.9K | 0.00% | −6,835−4.7% | Reduced |
| Kathmere Capital Management, LLC | 138,625 | $378.4K | 0.04% | +49,556+55.6% | Added |
| AQR Capital Management LLC | 136,599 | $372.9K | 0.00% | +104,326+323.3% | Added |
| Apollon Wealth Management, LLC | 135,940 | $371.1K | 0.01% | −1,775−1.3% | Reduced |
| Stephens Inc | 135,636 | $370.3K | 0.01% | +38,804+40.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 135,436 | $369.7K | 0.05% | +3,752+2.8% | Added |
| Forum Financial Management, LP | 134,044 | $365.9K | 0.01% | +67,750+102.2% | Added |
| Captrust Financial Advisors | 129,550 | $353.7K | 0.00% | −55,647−30.0% | Reduced |
| Ballentine Partners, LLC | 126,217 | $344.6K | 0.01% | +20,583+19.5% | Added |
| United Capital Financial Advisers, LLC | 125,527 | $342.7K | 0.00% | −936−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 122,952 | $336.0K | 0.00% | +9,316+8.2% | Added |
| Prudential Financial Inc | 121,811 | $332.5K | 0.00% | +51,069+72.2% | Added |
| Evergreen Capital Management LLC | 120,124 | $327.9K | 0.01% | +2,814+2.4% | Added |
| Syon Capital LLC | 119,983 | $327.6K | 0.03% | +4,527+3.9% | Added |
| We Are One Seven, LLC | 110,868 | $302.7K | 0.01% | +25,410+29.7% | Added |
| Knights of Columbus Asset Advisors LLC | 107,643 | $293.9K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 106,928 | $291.9K | 0.20% | −1,618−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 106,165 | $289.8K | 0.00% | +21,709+25.7% | Added |
| Aaron Wealth Advisors | 99,629 | $272.0K | 0.04% | +5,681+6.0% | Added |
| CI Private Wealth, LLC | 98,979 | $270.2K | 0.00% | +18,645+23.2% | Added |
| Marks Group Wealth Management, Inc | 93,436 | $255.1K | 0.03% | +93,436 | New |
| Sepio Capital, LP | 93,484 | $255.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 98,224 | $254.4K | 0.00% | +37,341+61.3% | Added |
| Dynamic Advisor Solutions LLC | 92,921 | $253.7K | 0.01% | +25,280+37.4% | Added |
| Cypress Wealth Services, LLC | 92,528 | $252.6K | 0.06% | −521−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 90,799 | $247.9K | 0.00% | −16,230−15.2% | Reduced |
| Cetera Trust Company, N.A | 89,475 | $244.3K | 0.15% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 88,634 | $242.0K | 0.01% | −3,652−4.0% | Reduced |
| Jones Financial Companies LLLP | 87,659 | $239.3K | 0.00% | +87,659 | New |
| Squarepoint Ops LLC | 87,077 | $237.7K | 0.00% | −414,981−82.7% | Reduced |
| Sanctuary Advisors, LLC | 90,692 | $236.7K | 0.00% | +90,692 | New |
| Callan Capital, LLC | 86,322 | $235.7K | 0.02% | +34,404+66.3% | Added |
| Continuum Advisory, LLC | 85,941 | $234.6K | 0.03% | +778+0.9% | Added |
| Ieq Capital, LLC | 85,696 | $234.0K | 0.00% | +18,338+27.2% | Added |
| Wedbush Securities Inc | 85,282 | $233.0K | 0.01% | +29,263+52.2% | Added |
| Capstone Investment Advisors, LLC | 83,507 | $228.0K | 0.00% | +55,323+196.3% | Added |
| Marcum Wealth, LLC | 82,780 | $226.0K | 0.02% | +11,540+16.2% | Added |
| Foundations Investment Advisors, LLC | 81,254 | $221.8K | 0.01% | +4,527+5.9% | Added |
| Eqis Capital Management, Inc. | 80,401 | $219.5K | 0.02% | −14,143−15.0% | Reduced |
| XTX Topco Ltd | 79,404 | $216.8K | 0.02% | −2,142−2.6% | Reduced |
| Anchor Investment Management, LLC | 78,000 | $212.9K | 0.02% | −25,000−24.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 67,502 | $205.2K | 0.02% | −56,866−45.7% | Reduced |
| Walleye Trading LLC | 74,537 | $203.5K | 0.00% | +74,537 | New |
| Allspring Global Investments Holdings, LLC | 74,351 | $203.0K | 0.00% | +40,799+121.6% | Added |
| Kestra Advisory Services, LLC | 100,218 | $200.0K | 0.00% | +27,164+37.2% | Added |
| CWM, LLC | 71,039 | $194.0K | 0.00% | +19,525+37.9% | Added |
| RSM US Wealth Management LLC | 67,857 | $188.9K | 0.00% | +56,611+503.4% | Added |
| Pitcairn Co | 69,126 | $188.7K | 0.01% | +7,037+11.3% | Added |
| Sivia Capital Partners, LLC | 69,032 | $188.5K | 0.13% | +86+0.1% | Added |
| Aspen Grove Capital, LLC | 67,494 | $184.3K | 0.04% | +639+1.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 67,347 | $183.9K | 0.06% | +10,856+19.2% | Added |
| Independent Advisor Alliance | 66,001 | $180.2K | 0.01% | −7,236−9.9% | Reduced |
| Advisors Preferred, LLC | 63,601 | $177.4K | 0.03% | +63,601 | New |
| Aprio Wealth Management, LLC | 64,134 | $175.1K | 0.03% | +16,521+34.7% | Added |
| Alliance Wealth Advisors, LLC | 63,861 | $174.3K | 0.11% | −7,836−10.9% | Reduced |
| Toronto Dominion Bank | 63,475 | $173.3K | 0.00% | −6,130−8.8% | Reduced |
| Earnest Partners LLC | 62,826 | $171.5K | 0.00% | −19,678−23.9% | Reduced |
| Sequoia Financial Advisors, LLC | 61,586 | $168.1K | 0.00% | +4,194+7.3% | Added |
| Bruce G. Allen Investments, LLC | 61,391 | $167.6K | 0.14% | −210.0% | Reduced |
| Susquehanna International Group, LLP | 60,675 | $165.6K | 0.00% | −146,938−70.8% | Reduced |
| Cape Investment Advisory, Inc. | 60,217 | $164.4K | 0.07% | −583−1.0% | Reduced |
| Synovus Financial Corp | 58,936 | $160.9K | 0.00% | −6,269−9.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 58,191 | $158.9K | 0.00% | +5,839+11.2% | Added |
| State Street Corp | 57,244 | $156.3K | 0.00% | +390+0.7% | Added |
| Fielder Capital Group LLC | 56,627 | $154.6K | 0.06% | +56,627 | New |
| Lake Street Advisors Group, LLC | 56,499 | $154.2K | 0.01% | −2,603−4.4% | Reduced |
| Russell Investments Group, Ltd. | 56,149 | $153.3K | 0.00% | +29,696+112.3% | Added |
| Blue Barn Wealth, LLC | 56,133 | $153.2K | 0.09% | +21,089+60.2% | Added |
| Five Oceans Advisors | 55,712 | $152.1K | 0.08% | +24,045+75.9% | Added |
| M&T Bank Corp | 55,149 | $150.6K | 0.00% | +4,877+9.7% | Added |
| Dorsey & Whitney Trust CO LLC | 54,933 | $150.0K | 0.01% | +2,369+4.5% | Added |
| Centiva Capital, LP | 54,462 | $148.7K | 0.01% | +6,919+14.6% | Added |
| Perigon Wealth Management, LLC | 53,648 | $146.5K | 0.00% | +3,835+7.7% | Added |
| HighPoint Advisor Group LLC | 47,645 | $143.0K | 0.01% | +3,106+7.0% | Added |
| Ascent Group, LLC | 51,912 | $141.7K | 0.01% | +21,612+71.3% | Added |
| Tranquilli Financial Advisor LLC | 50,333 | $140.4K | 0.09% | +2,633+5.5% | Added |
| Boston Private Wealth LLC | 51,271 | $140.0K | 0.00% | −387−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 51,084 | $139.5K | 0.00% | +51,084 | New |
| Schechter Investment Advisors, LLC | 50,965 | $139.1K | 0.01% | +5,175+11.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 50,490 | $137.8K | 0.00% | +3,400+7.2% | Added |
| Fort Point Capital Partners LLC | 50,000 | $136.5K | 0.02% | −2,368−4.5% | Reduced |
| Wealth Alliance | 49,564 | $135.3K | 0.02% | +49,564 | New |