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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 15,242 | $47.6K | 0.00% | +15,242 | New |
| JB Capital LLC | 15,281 | $47.7K | 0.00% | +281+1.9% | Added |
| Angeles Investment Advisors, LLC | 15,290 | $47.7K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,438 | $48.2K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 15,773 | $49.2K | 0.00% | −4,081−20.6% | Reduced |
| Kestra Private Wealth Services, LLC | 15,918 | $49.7K | 0.00% | −4,313−21.3% | Reduced |
| Waldron Private Wealth LLC | 15,925 | $49.7K | 0.00% | 00.0% | Unchanged |
| Breakwater Capital Group | 16,353 | $51.0K | 0.01% | +1,624+11.0% | Added |
| Retirement Planning Co of New England, Inc. | 16,530 | $51.6K | 0.03% | +220+1.3% | Added |
| Keybank National Association | 16,740 | $52.2K | 0.00% | −288−1.7% | Reduced |
| Cooper Financial Group | 16,851 | $52.6K | 0.01% | +96+0.6% | Added |
| Baron Wealth Management LLC | 16,851 | $52.6K | 0.03% | +3,969+30.8% | Added |
| Sterling Financial Group, Inc. | 17,206 | $53.7K | 0.02% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 17,244 | $53.8K | 0.01% | +1,164+7.2% | Added |
| First Horizon Advisors, Inc. | 17,352 | $54.1K | 0.00% | +1,916+12.4% | Added |
| Laird Norton Trust Company, LLC | 17,727 | $55.3K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,864 | $55.7K | 0.00% | +35+0.2% | Added |
| Capital Asset Advisory Services LLC | 18,407 | $56.0K | 0.00% | +42+0.2% | Added |
| Stratos Wealth Partners, LTD. | 17,987 | $56.1K | 0.00% | −3,501−16.3% | Reduced |
| Savvy Advisors, Inc. | 18,201 | $56.8K | 0.01% | −155−0.8% | Reduced |
| GeoWealth Management, LLC | 18,213 | $56.8K | 0.00% | −5,842−24.3% | Reduced |
| Seven Mile Advisory | 18,338 | $57.2K | 0.04% | −761−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,405 | $57.4K | 0.00% | −12,146−39.8% | Reduced |
| Wallace Advisory Group, LLC | 21,055 | $57.5K | 0.04% | −488−2.3% | Reduced |
| Catalina Capital Group, LLC | 18,937 | $59.1K | 0.02% | +1,821+10.6% | Added |
| Aptus Capital Advisors, LLC | 18,984 | $59.2K | 0.00% | +5,294+38.7% | Added |
| Ariadne Wealth Management, LP | 21,282 | $59.8K | 0.03% | +21,282 | New |
| IHT Wealth Management, LLC | 19,973 | $61.7K | 0.00% | +19,973 | New |
| Assetmark, Inc | 19,877 | $62.0K | 0.00% | −6,356−24.2% | Reduced |
| Centurion Wealth Management LLC | 19,941 | $62.2K | 0.02% | +19,941 | New |
| EverSource Wealth Advisors, LLC | 19,988 | $62.4K | 0.00% | +2,439+13.9% | Added |
| Park Circle Co | 20,000 | $62.4K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20,000 | $62.4K | 0.00% | +1,500+8.1% | Added |
| Koss-Olinger Consulting, LLC | 20,271 | $63.0K | 0.01% | +20,271 | New |
| Lazari Capital Management, Inc. | 20,391 | $63.6K | 0.03% | +3,371+19.8% | Added |
| Pensionmark Financial Group, LLC | 20,415 | $63.7K | 0.00% | +20,415 | New |
| HB Wealth Management, LLC | 20,431 | $63.7K | 0.00% | +3,651+21.8% | Added |
| Allworth Financial LP | 21,233 | $66.2K | 0.00% | −889−4.0% | Reduced |
| National Asset Management, Inc. | 21,859 | $67.2K | 0.00% | −3,478−13.7% | Reduced |
| Cidel Asset Management Inc | 21,601 | $67.4K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 21,991 | $68.6K | 0.01% | +21,991 | New |
| Peapack Gladstone Financial Corp | 22,001 | $69.0K | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 22,206 | $69.3K | 0.02% | +118+0.5% | Added |
| Warren Street Wealth Advisors, LLC | 22,465 | $70.1K | 0.03% | +694+3.2% | Added |
| Beacon Pointe Advisors, LLC | 22,534 | $70.3K | 0.00% | −4,017−15.1% | Reduced |
| Snowden Capital Advisors LLC | 22,784 | $71.1K | 0.00% | +584+2.6% | Added |
| D'Orazio & Associates, Inc. | 22,794 | $71.1K | 0.01% | −2,317−9.2% | Reduced |
| Insigneo Advisory Services, LLC | 23,095 | $72.1K | 0.01% | +7,742+50.4% | Added |
| West Family Investments, Inc. | 23,975 | $74.8K | 0.03% | +2,694+12.7% | Added |
| Abel Hall, LLC | 24,151 | $75.4K | 0.05% | +2,610+12.1% | Added |
| Virtue Capital Management, LLC | 24,175 | $75.4K | 0.02% | −361−1.5% | Reduced |
| GWM Advisors LLC | 24,372 | $76.0K | 0.00% | +8,440+53.0% | Added |
| Marino, Stram & Associates LLC | 24,503 | $76.4K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 24,600 | $76.8K | 0.06% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 24,641 | $76.9K | 0.06% | −2,950−10.7% | Reduced |
| ProVise Management Group, LLC | 24,665 | $77.0K | 0.01% | +864+3.6% | Added |
| Octavia Wealth Advisors, LLC | 24,714 | $77.1K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 24,751 | $77.2K | 0.00% | +24,751 | New |
| Keel Point, LLC | 24,905 | $77.7K | 0.01% | −1,112−4.3% | Reduced |
| Jump Financial, LLC | 25,113 | $78.4K | 0.00% | +25,113 | New |
| Lindbrook Capital, LLC | 25,125 | $78.4K | 0.01% | −9,696−27.8% | Reduced |
| Crumly & Associates Inc. | 25,236 | $78.7K | 0.02% | −2,101−7.7% | Reduced |
| Sym Financial Corp | 25,251 | $78.8K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 25,272 | $78.8K | 0.00% | −314−1.2% | Reduced |
| Hilltop Holdings Inc. | 26,064 | $81.3K | 0.01% | +26,064 | New |
| Trust Point Inc. | 26,227 | $81.8K | 0.01% | −6,971−21.0% | Reduced |
| Lifeworks Advisors, LLC | 26,885 | $83.9K | 0.02% | +520+2.0% | Added |
| IFP Advisors, Inc | 26,936 | $84.0K | 0.00% | −9,121−25.3% | Reduced |
| Investors Research Corp | 27,135 | $84.7K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 27,270 | $85.1K | 0.00% | +27,270 | New |
| Sage Mountain Advisors LLC | 27,526 | $85.9K | 0.01% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 27,541 | $85.9K | 0.04% | −621−2.2% | Reduced |
| AlphaMark Advisors, LLC | 27,977 | $87.0K | 0.03% | +65+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 28,252 | $87.9K | 0.00% | +2,499+9.7% | Added |
| Wedmont Private Capital | 29,068 | $89.2K | 0.01% | +4,674+19.2% | Added |
| Lido Advisors, LLC | 29,776 | $92.9K | 0.00% | −2,164−6.8% | Reduced |
| Summit Trail Advisors, LLC | 31,037 | $96.8K | 0.00% | +928+3.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 33,932 | $105.9K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 34,326 | $107.1K | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 34,572 | $107.9K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 35,198 | $109.8K | 0.00% | −47−0.1% | Reduced |
| Rehmann Capital Advisory Group | 34,888 | $111.4K | 0.01% | +5,386+18.3% | Added |
| PDS Planning, Inc | 35,780 | $111.6K | 0.01% | +348+1.0% | Added |
| Platform Technology Partners | 35,857 | $111.9K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 36,314 | $113.3K | 0.02% | +4,477+14.1% | Added |
| Diversify Advisory Services, LLC | 35,304 | $113.3K | 0.01% | +19,225+119.6% | Added |
| CFO4Life Group, LLC | 36,407 | $113.6K | 0.02% | −3,271−8.2% | Reduced |
| Addison Advisors LLC | 36,535 | $114.0K | 0.03% | +1,544+4.4% | Added |
| BSW Wealth Partners | 37,036 | $115.6K | 0.02% | −1,696−4.4% | Reduced |
| World Equity Group, Inc. | 37,126 | $115.8K | 0.04% | +37,126 | New |
| Brookstone Capital Management | 37,929 | $118.3K | 0.00% | +108+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 38,489 | $120.1K | 0.05% | +18,092+88.7% | Added |
| Procyon Private Wealth Partners, LLC | 38,864 | $121.3K | 0.01% | +19,077+96.4% | Added |
| Prospera Financial Services Inc | 39,125 | $122.1K | 0.00% | +1,432+3.8% | Added |
| Hoxton Planning & Management, LLC | 39,147 | $122.1K | 0.05% | +15,624+66.4% | Added |
| CWM, LLC | 40,495 | $126.0K | 0.00% | −30,544−43.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 40,426 | $126.1K | 0.00% | +689+1.7% | Added |
| Claro Advisors LLC | 40,521 | $126.4K | 0.02% | −3,992−9.0% | Reduced |
| Wealthstream Advisors, Inc. | 40,843 | $127.4K | 0.02% | +2,071+5.3% | Added |
| Drive Wealth Management, LLC | 41,042 | $128.1K | 0.03% | +1,611+4.1% | Added |