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, Q3 2024
Institutional positions in Lloyds Banking Group plc as of Sep 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
- 431
- +8 vs. Q2 2024
- Shares held
- 396.4M
- +28.7M (+7.8%) vs. Q2 2024
- Total value
- $1.26B
- +$229.7M (+22.3%) vs. Q2 2024
- New holders
- 47
- 210 more added
- Sold out
- 39
- 119 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | 73,961,615 | $230.8M | 3.49% | −754,812−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 23,955,494 | $100.0M | 0.09% | −109,740−0.5% | Reduced |
| Clearbridge Investments, LLC | 25,857,903 | $80.7M | 0.06% | +12,578,608+94.7% | Added |
| Goldman Sachs Group Inc | 23,367,110 | $72.9M | 0.01% | +761,881+3.4% | Added |
| Morgan Stanley | 19,755,869 | $61.6M | 0.00% | +1,368,470+7.4% | Added |
| FMR LLC | 19,280,034 | $60.2M | 0.00% | +2,472,263+14.7% | Added |
| Dimensional Fund Advisors LP | 15,950,933 | $49.8M | 0.01% | −460,105−2.8% | Reduced |
| Bank of America Corp | 14,218,701 | $44.4M | 0.00% | −319,126−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 12,555,182 | $39.2M | 0.07% | +144,014+1.2% | Added |
| Northern Trust Corp | 11,583,286 | $36.1M | 0.01% | +1,018,987+9.6% | Added |
| Envestnet Asset Management Inc | 9,905,765 | $30.9M | 0.01% | +1,328,664+15.5% | Added |
| Morningstar Investment Services LLC | 9,466,971 | $29.7M | 0.30% | −247,451−2.5% | Reduced |
| BlackRock, Inc. | 8,004,447 | $25.0M | 0.00% | +8,004,447 | New |
| JPMorgan Chase & Co | 6,659,629 | $20.8M | 0.00% | +2,456,914+58.5% | Added |
| Wells Fargo & Company | 6,336,809 | $19.8M | 0.00% | +1,046,880+19.8% | Added |
| American Century Companies Inc | 6,006,984 | $18.7M | 0.01% | +534,813+9.8% | Added |
| First Eagle Investment Management, LLC | 5,451,281 | $17.0M | 0.03% | +363,902+7.2% | Added |
| Crossmark Global Holdings, Inc. | 4,894,063 | $15.3M | 0.27% | +18,494+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 4,887,530 | $15.2M | 0.14% | +615,143+14.4% | Added |
| Janney Capital Management LLC | 4,773,870 | $14.9M | 1.00% | −68,069−1.4% | Reduced |
| Cowen Investment Management LLC | 4,421,183 | $13.8M | 61.46% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,471,963 | $10.8M | 0.02% | +10,906+0.3% | Added |
| Raymond James & Associates | 3,416,484 | $10.7M | 0.01% | +929,478+37.4% | Added |
| Bard Financial Services, Inc. | 2,412,805 | $7.53M | 0.89% | −159,500−6.2% | Reduced |
| Millennium Management LLC | 2,184,260 | $6.81M | 0.01% | −1,249,336−36.4% | Reduced |
| Norges Bank | 2,000,000 | $6.24M | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,961,137 | $6.12M | 0.07% | +255,668+15.0% | Added |
| LPL Financial LLC | 1,959,532 | $6.11M | 0.00% | +345,702+21.4% | Added |
| Citigroup Inc | 1,703,943 | $5.32M | 0.00% | +627,592+58.3% | Added |
| TownSquare Capital, LLC | 1,518,111 | $4.74M | 0.06% | +402,998+36.1% | Added |
| MML Investors Services, LLC | 1,482,792 | $4.63M | 0.02% | +394,364+36.2% | Added |
| Ritholtz Wealth Management | 1,478,974 | $4.61M | 0.14% | +252,365+20.6% | Added |
| Natixis Advisors, L.P. | 1,456,899 | $4.55M | 0.01% | +2,485+0.2% | Added |
| Neuberger Berman Group LLC | 1,407,595 | $4.41M | 0.00% | −428,170−23.3% | Reduced |
| Ethic Inc. | 1,596,619 | $4.14M | 0.10% | +15,829+1.0% | Added |
| Cetera Investment Advisers | 1,238,689 | $3.86M | 0.01% | +17,388+1.4% | Added |
| Timber Creek Capital Management LLC | 1,185,279 | $3.70M | 1.04% | −189,635−13.8% | Reduced |
| Stifel Financial Corp | 1,136,968 | $3.55M | 0.00% | +65,629+6.1% | Added |
| Franklin Resources Inc | 1,085,483 | $3.38M | 0.00% | −469,911−30.2% | Reduced |
| Logan Capital Management Inc | 1,059,457 | $3.31M | 0.14% | +45,249+4.5% | Added |
| UBS Group AG | 1,057,947 | $3.30M | 0.00% | +3520.0% | Added |
| Advisors Management Group Inc | 1,056,774 | $3.30M | 0.78% | −4,360−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,055,584 | $3.29M | 0.00% | +180,178+20.6% | Added |
| Oppenheimer Asset Management Inc. | 1,022,677 | $3.19M | 0.04% | +186,443+22.3% | Added |
| Mercer Global Advisors Inc | 1,041,984 | $3.19M | 0.01% | +41,463+4.1% | Added |
| AMG National Trust Bank | 1,002,428 | $3.13M | 0.08% | +1,353+0.1% | Added |
| Creative Planning | 952,249 | $2.97M | 0.00% | +129,940+15.8% | Added |
| Brinker Capital Investments, LLC | 945,580 | $2.95M | 0.03% | +397,454+72.5% | Added |
| Orion Portfolio Solutions, LLC | 945,580 | $2.95M | 0.03% | +397,454+72.5% | Added |
| Henry James International Management, Inc. | 908,693 | $2.84M | 0.99% | −60,158−6.2% | Reduced |
| HighTower Advisors, LLC | 905,701 | $2.82M | 0.00% | +261,129+40.5% | Added |
| Citadel Advisors LLC | 894,396 | $2.79M | 0.00% | +727,781+436.8% | Added |
| Ameriprise Financial Inc | 842,951 | $2.63M | 0.00% | −1,031,331−55.0% | Reduced |
| CoreCap Advisors, LLC | 796,476 | $2.49M | 0.12% | +796,476 | New |
| Bank of New York Mellon Corp | 791,767 | $2.47M | 0.00% | +143,254+22.1% | Added |
| Optiver Holding B.V. | 783,402 | $2.44M | 0.06% | −964,158−55.2% | Reduced |
| Royal Bank of Canada | 770,465 | $2.40M | 0.00% | +102,194+15.3% | Added |
| Drucker Wealth 3.0, LLC | 769,082 | $2.40M | 0.58% | +14,742+2.0% | Added |
| US Bancorp | 757,336 | $2.36M | 0.00% | +202,862+36.6% | Added |
| Rockefeller Capital Management L.P. | 729,093 | $2.27M | 0.01% | +20,714+2.9% | Added |
| Old Mission Capital LLC | 727,987 | $2.27M | 0.05% | −465,963−39.0% | Reduced |
| Cerity Partners LLC | 687,833 | $2.15M | 0.00% | +290,927+73.3% | Added |
| Semmax Financial Advisors Inc. | 768,765 | $2.11M | 0.58% | −10,821−1.4% | Reduced |
| Calamos Wealth Management LLC | 668,738 | $2.09M | 0.11% | +668,738 | New |
| English Capital Management LLC | 629,115 | $1.96M | 1.48% | 00.0% | Unchanged |
| SEI Investments Co | 627,803 | $1.96M | 0.00% | −212,406−25.3% | Reduced |
| Mariner, LLC | 620,833 | $1.94M | 0.00% | +57,969+10.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 609,398 | $1.90M | 0.00% | −31,655−4.9% | Reduced |
| Avantax Advisory Services, Inc. | 607,735 | $1.90M | 0.01% | +135,009+28.6% | Added |
| JustInvest LLC | 600,498 | $1.87M | 0.03% | +58,873+10.9% | Added |
| Pathstone Holdings, LLC | 519,559 | $1.62M | 0.01% | +41,183+8.6% | Added |
| CAPROCK Group, Inc. | 507,398 | $1.58M | 0.06% | +52,785+11.6% | Added |
| NewEdge Wealth, LLC | 454,610 | $1.42M | 0.03% | +11,809+2.7% | Added |
| Vestmark Advisory Solutions, Inc. | 454,607 | $1.42M | 0.05% | +7,396+1.7% | Added |
| Renaissance Technologies LLC | 452,500 | $1.41M | 0.00% | +452,500 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 450,191 | $1.40M | 0.03% | +450,191 | New |
| Truist Financial Corp | 435,089 | $1.36M | 0.00% | +45,679+11.7% | Added |
| First Trust Advisors LP | 416,880 | $1.30M | 0.00% | −51,169−10.9% | Reduced |
| Global Retirement Partners, LLC | 403,957 | $1.26M | 0.04% | −563−0.1% | Reduced |
| XTX Topco Ltd | 401,736 | $1.25M | 0.09% | +322,332+405.9% | Added |
| Naviter Wealth, LLC | 365,851 | $1.14M | 0.16% | −13,550−3.6% | Reduced |
| Vident Advisory, LLC | 362,467 | $1.13M | 0.03% | +126,644+53.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 359,959 | $1.12M | 0.00% | +70,043+24.2% | Added |
| Twin City Private Wealth, LLC | 355,565 | $1.11M | 0.96% | −298−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 331,650 | $1.03M | 0.00% | +331,650 | New |
| HF Advisory Group, LLC | 330,770 | $1.03M | 0.48% | +48,518+17.2% | Added |
| Lockheed Martin Investment Management Co | 314,680 | $981.8K | 0.05% | −240,320−43.3% | Reduced |
| Jane Street Group, LLC | 309,603 | $966.0K | 0.00% | +60,928+24.5% | Added |
| Atria Investments LLC | 306,886 | $957.5K | 0.01% | +49,237+19.1% | Added |
| Bank of Montreal | 297,187 | $933.2K | 0.00% | +156,613+111.4% | Added |
| Signaturefd, LLC | 295,146 | $920.9K | 0.02% | +13,993+5.0% | Added |
| Principal Securities, Inc. | 292,520 | $912.7K | 0.02% | +17,246+6.3% | Added |
| Atomi Financial Group, Inc. | 291,387 | $909.1K | 0.06% | +137,856+89.8% | Added |
| Ellevest, Inc. | 284,496 | $887.6K | 0.05% | +12,114+4.4% | Added |
| Veriti Management LLC | 269,710 | $841.5K | 0.05% | −10,294−3.7% | Reduced |
| DRW Securities, LLC | 262,011 | $817.5K | 0.05% | −142,780−35.3% | Reduced |
| Park Avenue Securities LLC | 249,192 | $777.0K | 0.01% | +35,952+16.9% | Added |
| Qtron Investments LLC | 246,992 | $770.6K | 0.11% | −41,955−14.5% | Reduced |
| Yousif Capital Management, LLC | 244,968 | $764.3K | 0.01% | −8,684−3.4% | Reduced |
| Private Advisor Group, LLC | 221,379 | $690.7K | 0.00% | +9,721+4.6% | Added |