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 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 9 | $28 | 0.00% | +9 | New |
| West Branch Capital LLC | 26 | $82 | 0.00% | +26 | New |
| Central Trust Co | 80 | $249 | 0.00% | +80 | New |
| Sound Income Strategies, LLC | 161 | $502 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 174 | $543 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 201 | $627 | 0.00% | −202−50.1% | Reduced |
| Abound Wealth Management | 201 | $628 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 238 | $671 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 341 | $1.06K | 0.00% | +109+47.0% | Added |
| CVA Family Office, LLC | 493 | $1.54K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 800 | $2.50K | 0.00% | −1−0.1% | Reduced |
| Cornerstone Planning Group LLC | 941 | $2.64K | 0.00% | +178+23.3% | Added |
| HighMark Wealth Management LLC | 0 | $3.03K | 0.00% | −1,064−100.0% | Reduced |
| Carolinas Wealth Consulting LLC | 972 | $3.03K | 0.00% | +88+10.0% | Added |
| TD Private Client Wealth LLC | 981 | $3.06K | 0.00% | −197−16.7% | Reduced |
| Harbour Investments, Inc. | 981 | $3.06K | 0.00% | +159+19.3% | Added |
| Bogart Wealth, LLC | 1,000 | $3.12K | 0.00% | +1,000 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $3.61K | 0.00% | −64−5.2% | Reduced |
| Mather Group, LLC. | 1,288 | $4.02K | 0.00% | +183+16.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,325 | $4.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,494 | $4.66K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,610 | $5.02K | 0.00% | −769−32.3% | Reduced |
| Fortitude Family Office, LLC | 1,691 | $5.28K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,897 | $5.92K | 0.00% | +1,897 | New |
| Jaffetilchin Investment Partners, LLC | 1,938 | $6.05K | 0.00% | +1,938 | New |
| Barclays PLC | 2,050 | $6.40K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 2,446 | $7.63K | 0.01% | +2,446 | New |
| GW&K Investment Management, LLC | 2,497 | $8.00K | 0.00% | −22−0.9% | Reduced |
| Raffa Wealth Management, LLC | 2,712 | $8.46K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,771 | $8.65K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,000 | $9.36K | 0.00% | +3,000 | New |
| Reuter James Wealth Management, LLC | 3,048 | $9.51K | 0.00% | +3,048 | New |
| Umb Bank N A | 3,088 | $9.63K | 0.00% | +284+10.1% | Added |
| Frazier Financial Advisors, LLC | 3,456 | $10.8K | 0.01% | −8,140−70.2% | Reduced |
| NBC Securities, Inc. | 3,538 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,558 | $11.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,603 | $11.2K | 0.00% | +2,203+157.4% | Added |
| Global Financial Private Client, LLC | 3,700 | $11.5K | 0.00% | +3,700 | New |
| Glen Eagle Advisors, LLC | 4,000 | $12.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,044 | $12.6K | 0.00% | −7−0.2% | Reduced |
| Concord Wealth Partners | 4,053 | $12.6K | 0.00% | +4,053 | New |
| Geneos Wealth Management Inc. | 4,072 | $12.7K | 0.00% | +3,835+1,618.1% | Added |
| Simplex Trading, LLC | 4,434 | $13.0K | 0.00% | −2,135−32.5% | Reduced |
| Bessemer Group Inc | 4,282 | $13.0K | 0.00% | +3,205+297.6% | Added |
| Private Trust Co NA | 4,340 | $13.5K | 0.00% | +552+14.6% | Added |
| Clearstead Advisors, LLC | 4,472 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,823 | $15.0K | 0.00% | +614+14.6% | Added |
| Pacifica Partners Inc. | 5,000 | $15.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6,473 | $19.8K | 0.00% | −3,100−32.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 23,311 | $20.3K | 0.00% | +23,311 | New |
| Eagle Bay Advisors LLC | 6,682 | $20.8K | 0.01% | +10.0% | Added |
| Farther Finance Advisors, LLC | 7,311 | $22.8K | 0.00% | +2,349+47.3% | Added |
| Rise Advisors, LLC | 7,356 | $23.0K | 0.01% | +126+1.7% | Added |
| Coppell Advisory Solutions LLC | 8,206 | $25.8K | 0.00% | −1,081−11.6% | Reduced |
| Group One Trading, L.P. | 8,756 | $27.3K | 0.00% | +3,300+60.5% | Added |
| Fifth Third Bancorp | 9,027 | $28.2K | 0.00% | +398+4.6% | Added |
| GM Advisory Group, Inc. | 10,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 10,141 | $31.6K | 0.01% | −81−0.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 10,210 | $31.9K | 0.00% | −700−6.4% | Reduced |
| Mutual Advisors, LLC | 10,046 | $32.4K | 0.00% | −2,049−16.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,596 | $33.1K | 0.00% | −2,658−20.1% | Reduced |
| Transcend Wealth Collective, LLC | 10,807 | $33.7K | 0.00% | +617+6.1% | Added |
| Holistic Financial Partners | 10,874 | $33.9K | 0.02% | −19,167−63.8% | Reduced |
| Boston Common Asset Management, LLC | 10,864 | $34.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 10,946 | $34.2K | 0.00% | −1,800−14.1% | Reduced |
| Aletheian Wealth Advisors LLC | 10,974 | $34.2K | 0.02% | +10,974 | New |
| Founders Financial Securities LLC | 11,060 | $34.5K | 0.00% | +11,060 | New |
| Proequities, Inc. | 11,078 | $34.6K | 0.00% | −972−8.1% | Reduced |
| Horizon Investments, LLC | 11,355 | $35.4K | 0.00% | +6,487+133.3% | Added |
| SageView Advisory Group, LLC | 11,388 | $35.5K | 0.00% | −24,287−68.1% | Reduced |
| Camden Capital, LLC | 11,561 | $36.1K | 0.00% | +11,561 | New |
| Tritonpoint Wealth, LLC | 11,508 | $36.1K | 0.00% | +11,508 | New |
| FMB Wealth Management | 11,812 | $36.9K | 0.02% | −30.0% | Reduced |
| PFG Investments, LLC | 11,863 | $37.0K | 0.00% | +203+1.7% | Added |
| Buckingham Strategic Partners | 11,916 | $37.2K | 0.00% | +11,916 | New |
| Colonial Trust Co | 12,000 | $37.4K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 12,058 | $37.6K | 0.02% | −1,703−12.4% | Reduced |
| Cherrydale Wealth Management, LLC | 12,104 | $37.8K | 0.02% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 12,797 | $38.9K | 0.01% | 00.0% | Unchanged |
| Sentinus, LLC | 12,487 | $39.0K | 0.01% | +12,487 | New |
| Brio Consultants, LLC | 12,855 | $40.1K | 0.01% | +12,855 | New |
| Defined Wealth Management, LLC | 12,917 | $40.3K | 0.03% | +12,917 | New |
| Intergy Private Wealth, LLC | 13,059 | $40.7K | 0.02% | +2,443+23.0% | Added |
| Federation des caisses Desjardins du Quebec | 13,100 | $40.9K | 0.00% | −2,800−17.6% | Reduced |
| Bank Hapoalim BM | 13,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 13,591 | $42.4K | 0.00% | +934+7.4% | Added |
| Arkadios Wealth Advisors | 13,620 | $42.5K | 0.00% | +13,620 | New |
| PFG Advisors | 13,630 | $42.5K | 0.00% | +369+2.8% | Added |
| Xponance, Inc. | 14,000 | $43.7K | 0.00% | +1,570+12.6% | Added |
| SRS Capital Advisors, Inc. | 14,013 | $43.7K | 0.00% | +854+6.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 14,187 | $44.3K | 0.01% | +2,983+26.6% | Added |
| Advisors Preferred, LLC | 14,584 | $44.6K | 0.01% | −49,017−77.1% | Reduced |
| Johnson Investment Counsel Inc | 14,422 | $45.0K | 0.00% | +1,400+10.8% | Added |
| Merit Financial Group, LLC | 14,623 | $45.6K | 0.00% | +14,623 | New |
| OneAscent Financial Services LLC | 14,746 | $46.0K | 0.03% | +14,746 | New |
| Financial Network Wealth Management LLC | 14,840 | $46.0K | 0.02% | +14,840 | New |
| Brighton Jones LLC | 14,998 | $46.8K | 0.00% | −188−1.2% | Reduced |
| Sweet Financial Partners, LLC | 15,000 | $46.8K | 0.01% | 00.0% | Unchanged |