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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 17,836 | $48.7K | 0.02% | +2,501+16.3% | Added |
| Concurrent Investment Advisors, LLC | 17,829 | $48.7K | 0.00% | +2,228+14.3% | Added |
| Laird Norton Trust Company, LLC | 17,727 | $48.4K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 16,065 | $47.7K | 0.01% | +16,065 | New |
| Tower Research Capital LLC (TRC) | 17,409 | $47.5K | 0.00% | −43,094−71.2% | Reduced |
| Diversify Advisory Services, LLC | 16,079 | $47.3K | 0.00% | +16,079 | New |
| Sterling Financial Group, Inc. | 17,206 | $47.0K | 0.02% | −2,997−14.8% | Reduced |
| Catalina Capital Group, LLC | 17,116 | $46.7K | 0.02% | +966+6.0% | Added |
| Keybank National Association | 17,028 | $46.5K | 0.00% | +29+0.2% | Added |
| Lazari Capital Management, Inc. | 17,020 | $46.5K | 0.02% | +17,020 | New |
| HB Wealth Management, LLC | 16,780 | $45.8K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 16,755 | $45.7K | 0.01% | −177−1.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 16,310 | $44.5K | 0.02% | −2,736−14.4% | Reduced |
| Riversedge Advisors, LLC | 16,080 | $43.9K | 0.01% | +1,425+9.7% | Added |
| GWM Advisors LLC | 15,932 | $43.5K | 0.00% | +1,981+14.2% | Added |
| Waldron Private Wealth LLC | 15,925 | $43.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,900 | $43.4K | 0.00% | +900+6.0% | Added |
| D.A. Davidson & Co. | 15,438 | $42.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15,436 | $42.1K | 0.00% | −2,995−16.2% | Reduced |
| Insigneo Advisory Services, LLC | 15,353 | $41.9K | 0.00% | +15,353 | New |
| Angeles Investment Advisors, LLC | 15,290 | $41.7K | 0.00% | +4,262+38.6% | Added |
| Engineers Gate Manager LP | 15,250 | $41.6K | 0.00% | +15,250 | New |
| Brighton Jones LLC | 15,186 | $41.5K | 0.00% | +2,097+16.0% | Added |
| Sweet Financial Partners, LLC | 15,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 15,000 | $41.0K | 0.00% | +15,000 | New |
| Breakwater Capital Group | 14,729 | $40.2K | 0.01% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 12,797 | $38.9K | 0.01% | +12,797 | New |
| International Private Wealth Advisors LLC | 13,934 | $38.0K | 0.06% | +13,934 | New |
| Enterprise Financial Services Corp | 13,761 | $37.6K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,095 | $37.5K | 0.00% | −3,291−21.4% | Reduced |
| Aptus Capital Advisors, LLC | 13,690 | $37.4K | 0.00% | +13,690 | New |
| Pale Fire Capital SE | 13,510 | $36.9K | 0.00% | +13,510 | New |
| PFG Advisors | 13,261 | $36.2K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 13,254 | $36.2K | 0.00% | +3,178+31.5% | Added |
| Thrivent Financial for Lutherans | 13,347 | $36.0K | 0.00% | +13,347 | New |
| SRS Capital Advisors, Inc. | 13,159 | $35.9K | 0.00% | +591+4.7% | Added |
| Capital Advisors Inc | 13,123 | $35.8K | 0.00% | +13,123 | New |
| Johnson Investment Counsel Inc | 13,022 | $35.5K | 0.00% | +390+3.1% | Added |
| Baron Wealth Management LLC | 12,882 | $35.2K | 0.02% | +12,882 | New |
| Tocqueville Asset Management L.P. | 12,868 | $35.1K | 0.00% | +12,868 | New |
| Bank Hapoalim BM | 13,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 12,746 | $34.8K | 0.00% | −754−5.6% | Reduced |
| Rothschild Investment LLC | 12,657 | $34.6K | 0.00% | +11,757+1,306.3% | Added |
| Xponance, Inc. | 12,430 | $33.9K | 0.00% | +2,267+22.3% | Added |
| ICONIQ Capital, LLC | 12,354 | $33.7K | 0.00% | +12,354 | New |
| Cherrydale Wealth Management, LLC | 12,104 | $33.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 12,050 | $32.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 12,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| FMB Wealth Management | 11,815 | $32.3K | 0.02% | −91−0.8% | Reduced |
| TCWP LLC | 11,712 | $32.0K | 0.08% | +11,712 | New |
| PFG Investments, LLC | 11,660 | $31.8K | 0.00% | +366+3.2% | Added |
| Frazier Financial Advisors, LLC | 11,596 | $31.7K | 0.03% | +8,363+258.7% | Added |
| Boston Partners | 10,248 | $30.9K | 0.00% | +10,248 | New |
| Pinnacle Wealth Planning Services, Inc. | 11,204 | $30.6K | 0.00% | +11,204 | New |
| National Philanthropic Trust | 11,099 | $30.3K | 0.00% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 10,864 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 10,910 | $29.8K | 0.00% | −1,270−10.4% | Reduced |
| Good Life Advisors, LLC | 10,881 | $29.7K | 0.00% | +10,881 | New |
| Corundum Group, Inc. | 10,763 | $29.4K | 0.01% | −34−0.3% | Reduced |
| Intergy Private Wealth, LLC | 10,616 | $29.0K | 0.01% | +10,616 | New |
| Exencial Wealth Advisors, LLC | 10,493 | $28.6K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,268 | $28.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,106 | $28.0K | 0.00% | −2,833−21.9% | Reduced |
| National Bank of Canada | 10,012 | $27.9K | 0.00% | −2,450−19.7% | Reduced |
| Interchange Capital Partners, LLC | 10,222 | $27.9K | 0.01% | +10,222 | New |
| Transcend Wealth Collective, LLC | 10,190 | $27.8K | 0.00% | +10,190 | New |
| Planning Capital Management Corp | 10,057 | $27.5K | 0.02% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 10,000 | $27.3K | 0.00% | −2,030−16.9% | Reduced |
| Shepherd Financial Partners LLC | 10,000 | $27.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,573 | $26.8K | 0.00% | +2,473+34.8% | Added |
| Coppell Advisory Solutions LLC | 9,287 | $25.4K | 0.00% | +9,287 | New |
| Fifth Third Bancorp | 8,629 | $23.6K | 0.00% | −4,654−35.0% | Reduced |
| Rise Advisors, LLC | 7,230 | $19.7K | 0.01% | +229+3.3% | Added |
| Eagle Bay Advisors LLC | 6,681 | $18.2K | 0.01% | +211+3.3% | Added |
| Simplex Trading, LLC | 6,569 | $17.0K | 0.00% | +6,569 | New |
| Group One Trading, L.P. | 5,456 | $14.9K | 0.00% | +5,456 | New |
| Pacifica Partners Inc. | 5,000 | $14.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,962 | $13.8K | 0.00% | +2,179+78.3% | Added |
| Horizon Investments, LLC | 4,868 | $13.0K | 0.00% | +4,868 | New |
| Clearstead Advisors, LLC | 4,472 | $12.2K | 0.00% | +4,472 | New |
| JFS Wealth Advisors, LLC | 4,209 | $11.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,051 | $11.1K | 0.00% | +4,051 | New |
| Glen Eagle Advisors, LLC | 4,000 | $10.9K | 0.00% | +2,000+100.0% | Added |
| Private Trust Co NA | 3,788 | $10.3K | 0.00% | +708+23.0% | Added |
| Parkside Financial Bank & Trust | 3,558 | $9.71K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,407 | $9.30K | 0.00% | +3,407 | New |
| NBC Securities, Inc. | 3,538 | $9.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,804 | $7.66K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,771 | $7.57K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,712 | $7.40K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,519 | $7.00K | 0.00% | +413+19.6% | Added |
| Zions Bancorporation, N.A. | 2,379 | $6.50K | 0.00% | +712+42.7% | Added |
| Barclays PLC | 2,050 | $5.60K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,684 | $5.00K | 0.00% | +1,684 | New |
| Crewe Advisors LLC | 1,765 | $4.82K | 0.00% | +1,765 | New |
| RFP Financial Group LLC | 1,734 | $4.73K | 0.00% | +758+77.7% | Added |
| Fortitude Family Office, LLC | 1,691 | $4.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,494 | $4.08K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,400 | $3.82K | 0.00% | −2,552−64.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,325 | $3.62K | 0.00% | −8,935−87.1% | Reduced |