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 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 49,127 | $134.1K | 0.00% | +14,677+42.6% | Added |
| Valeo Financial Advisors, LLC | 48,973 | $133.7K | 0.00% | +1,838+3.9% | Added |
| Checchi Capital Advisers, LLC | 47,016 | $128.4K | 0.01% | +2,783+6.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 46,236 | $126.2K | 0.08% | −8,776−16.0% | Reduced |
| Atria Wealth Solutions, Inc. | 46,072 | $125.8K | 0.00% | +32,566+241.1% | Added |
| Optas, LLC | 45,764 | $124.9K | 0.03% | −2,684−5.5% | Reduced |
| Legacy Financial Advisors, Inc. | 45,683 | $124.7K | 0.02% | −1,713−3.6% | Reduced |
| Claro Advisors LLC | 44,513 | $121.5K | 0.02% | −6,224−12.3% | Reduced |
| Clarius Group, LLC | 43,816 | $119.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Decatur Capital Management, Inc. | 43,232 | $118.0K | 0.06% | +43,232 | New |
| Icon Wealth Advisors, LLC | 38,788 | $117.5K | 0.01% | +38,788 | New |
| Brookstone Capital Management | 37,821 | $114.6K | 0.00% | −695−1.8% | Reduced |
| Cromwell Holdings LLC | 41,924 | $114.5K | 0.07% | +41,924 | New |
| Portside Wealth Group, LLC | 41,291 | $112.7K | 0.02% | +41,291 | New |
| Smartleaf Asset Management LLC | 39,851 | $112.4K | 0.02% | +6,251+18.6% | Added |
| Savant Capital, LLC | 40,474 | $110.5K | 0.00% | +6,169+18.0% | Added |
| Prime Capital Investment Advisors, LLC | 39,737 | $108.5K | 0.00% | +1,430+3.7% | Added |
| CFO4Life Group, LLC | 39,678 | $108.3K | 0.02% | +1,200+3.1% | Added |
| Drive Wealth Management, LLC | 39,431 | $107.6K | 0.03% | +1,875+5.0% | Added |
| Sage Rhino Capital LLC | 39,421 | $107.6K | 0.03% | +1,512+4.0% | Added |
| Axxcess Wealth Management, LLC | 39,251 | $107.2K | 0.00% | +19,400+97.7% | Added |
| Parallel Advisors, LLC | 39,005 | $106.5K | 0.00% | −907−2.3% | Reduced |
| Wealthstream Advisors, Inc. | 38,772 | $105.8K | 0.04% | +2,344+6.4% | Added |
| BSW Wealth Partners | 38,732 | $105.7K | 0.02% | −6,536−14.4% | Reduced |
| Vicus Capital | 37,873 | $103.4K | 0.01% | +7,390+24.2% | Added |
| Prospera Financial Services Inc | 37,693 | $102.9K | 0.00% | +11,744+45.3% | Added |
| IFP Advisors, Inc | 36,057 | $98.4K | 0.00% | +15,621+76.4% | Added |
| Raymond James Trust N.A. | 35,934 | $98.1K | 0.00% | +17,702+97.1% | Added |
| Platform Technology Partners | 35,857 | $97.9K | 0.03% | +35,857 | New |
| GAMMA Investing LLC | 35,806 | $97.8K | 0.01% | +10,830+43.4% | Added |
| SageView Advisory Group, LLC | 35,675 | $97.4K | 0.00% | +35,675 | New |
| PDS Planning, Inc | 35,432 | $96.7K | 0.01% | +3,146+9.7% | Added |
| Coldstream Capital Management Inc | 35,245 | $96.2K | 0.00% | +17,225+95.6% | Added |
| Addison Advisors LLC | 34,991 | $95.5K | 0.03% | +3,160+9.9% | Added |
| Lindbrook Capital, LLC | 34,821 | $95.1K | 0.01% | +1,959+6.0% | Added |
| Two Sigma Investments, LP | 34,572 | $94.4K | 0.00% | −41,900−54.8% | Reduced |
| Prudent Man Advisors, LLC | 34,326 | $93.7K | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 33,932 | $92.6K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 33,198 | $90.6K | 0.01% | −7,522−18.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,862 | $89.7K | 0.00% | +8,748+36.3% | Added |
| Lido Advisors, LLC | 31,940 | $87.2K | 0.00% | +13,219+70.6% | Added |
| Personal Cfo Solutions, LLC | 31,837 | $86.9K | 0.01% | +5,709+21.9% | Added |
| Steward Partners Investment Advisory, LLC | 30,551 | $83.4K | 0.00% | −1,082−3.4% | Reduced |
| Summit Trail Advisors, LLC | 30,109 | $82.2K | 0.00% | +13,508+81.4% | Added |
| Holistic Financial Partners | 30,041 | $82.0K | 0.04% | −2,017−6.3% | Reduced |
| Rehmann Capital Advisory Group | 29,502 | $80.7K | 0.01% | +5,770+24.3% | Added |
| Traveka Wealth, LLC | 29,024 | $79.2K | 0.04% | +3,115+12.0% | Added |
| AlphaMark Advisors, LLC | 27,912 | $76.0K | 0.03% | +5,045+22.1% | Added |
| Keel Point, LLC | 26,017 | $76.0K | 0.01% | +7,100+37.5% | Added |
| Copperleaf Capital, LLC | 27,591 | $75.3K | 0.06% | −2,153−7.2% | Reduced |
| Sage Mountain Advisors LLC | 27,526 | $75.1K | 0.01% | +4,520+19.6% | Added |
| Diversify Wealth Management, LLC | 27,425 | $74.9K | 0.01% | +27,425 | New |
| Crumly & Associates Inc. | 27,337 | $74.6K | 0.02% | −442−1.6% | Reduced |
| Virtue Capital Management, LLC | 24,536 | $74.2K | 0.01% | −380−1.5% | Reduced |
| Investors Research Corp | 27,135 | $74.1K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 24,394 | $73.7K | 0.00% | +5,336+28.0% | Added |
| Unique Wealth Strategies, LLC | 28,162 | $72.9K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 26,551 | $72.5K | 0.00% | +2,786+11.7% | Added |
| Lifeworks Advisors, LLC | 26,365 | $72.0K | 0.02% | −246−0.9% | Reduced |
| Assetmark, Inc | 26,233 | $71.6K | 0.00% | +3,540+15.6% | Added |
| Whittier Trust Co of Nevada Inc | 25,753 | $70.3K | 0.00% | +2,306+9.8% | Added |
| TCG Advisory Services, LLC | 25,586 | $69.8K | 0.00% | +6,623+34.9% | Added |
| National Asset Management, Inc. | 25,337 | $69.2K | 0.00% | +25,337 | New |
| Sym Financial Corp | 25,251 | $68.9K | 0.01% | +25,251 | New |
| D'Orazio & Associates, Inc. | 25,111 | $68.6K | 0.01% | +9,630+62.2% | Added |
| Octavia Wealth Advisors, LLC | 24,714 | $67.5K | 0.01% | +1,520+6.6% | Added |
| Keynote Financial Services LLC | 24,600 | $67.2K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 22,122 | $67.0K | 0.00% | +688+3.2% | Added |
| Marino, Stram & Associates LLC | 24,503 | $66.9K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 24,055 | $65.7K | 0.00% | +3,988+19.9% | Added |
| ProVise Management Group, LLC | 23,801 | $65.0K | 0.01% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 23,523 | $64.2K | 0.03% | +12,866+120.7% | Added |
| Flow Traders U.S. LLC | 23,139 | $63.0K | 0.00% | +23,139 | New |
| Gibbs Wealth Management | 22,623 | $61.8K | 0.02% | +22,623 | New |
| Snowden Capital Advisors LLC | 22,200 | $60.6K | 0.00% | +10,999+98.2% | Added |
| Great Diamond Partners, LLC | 22,088 | $60.3K | 0.01% | −4,256−16.2% | Reduced |
| Peapack Gladstone Financial Corp | 22,001 | $60.0K | 0.00% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 21,771 | $59.4K | 0.03% | +1,051+5.1% | Added |
| Cidel Asset Management Inc | 21,601 | $59.0K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 21,543 | $58.8K | 0.04% | +21,543 | New |
| Abel Hall, LLC | 21,541 | $58.8K | 0.04% | +1,691+8.5% | Added |
| Stratos Wealth Partners, LTD. | 21,488 | $58.7K | 0.00% | −914−4.1% | Reduced |
| Norden Group LLC | 21,470 | $58.6K | 0.01% | +21,470 | New |
| Prosperity Consulting Group, LLC | 21,396 | $58.4K | 0.01% | −66,562−75.7% | Reduced |
| West Family Investments, Inc. | 21,281 | $58.1K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 21,156 | $57.8K | 0.00% | +21,156 | New |
| Baker Tilly Wealth Management, LLC | 20,397 | $55.7K | 0.02% | +20,397 | New |
| Kestra Private Wealth Services, LLC | 20,231 | $55.2K | 0.00% | −397−1.9% | Reduced |
| Park Circle Co | 20,000 | $54.6K | 0.05% | 00.0% | Unchanged |
| 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 |
| Procyon Private Wealth Partners, LLC | 19,787 | $54.0K | 0.00% | +19,787 | New |
| Capital Asset Advisory Services LLC | 18,365 | $54.0K | 0.00% | −1,486−7.5% | Reduced |
| Moody National Bank Trust Division | 19,757 | $53.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17,549 | $53.2K | 0.00% | +1,477+9.2% | Added |
| Seven Mile Advisory | 19,099 | $52.1K | 0.04% | +334+1.8% | Added |
| Salem Investment Counselors Inc | 18,500 | $50.5K | 0.00% | +6,000+48.0% | Added |
| Savvy Advisors, Inc. | 18,356 | $50.1K | 0.02% | +3,870+26.7% | Added |