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 |
|---|---|---|---|---|---|
| Diversify Wealth Management, LLC | 40,949 | $129.4K | 0.01% | +13,524+49.3% | Added |
| Savant Capital, LLC | 41,519 | $129.5K | 0.00% | +1,045+2.6% | Added |
| Sage Rhino Capital LLC | 41,677 | $130.0K | 0.03% | +2,256+5.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 41,810 | $130.4K | 0.07% | −4,426−9.6% | Reduced |
| Cromwell Holdings LLC | 41,924 | $130.8K | 0.08% | 00.0% | Unchanged |
| Earnest Partners LLC | 42,285 | $131.9K | 0.00% | −20,541−32.7% | Reduced |
| Optas, LLC | 42,355 | $132.1K | 0.03% | −3,409−7.4% | Reduced |
| Change Path, LLC | 42,981 | $134.1K | 0.00% | −580−1.3% | Reduced |
| HighPoint Advisor Group LLC | 48,988 | $136.7K | 0.01% | +1,343+2.8% | Added |
| Decatur Capital Management, Inc. | 43,827 | $136.7K | 0.06% | +595+1.4% | Added |
| Bruce G. Allen Investments, LLC | 43,969 | $137.2K | 0.11% | −17,422−28.4% | Reduced |
| Legacy Financial Advisors, Inc. | 44,108 | $137.6K | 0.02% | −1,575−3.4% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 45,690 | $142.6K | 0.00% | −4,800−9.5% | Reduced |
| Gibbs Wealth Management | 46,445 | $144.9K | 0.05% | +23,822+105.3% | Added |
| ICONIQ Capital, LLC | 48,091 | $150.0K | 0.00% | +35,737+289.3% | Added |
| Valeo Financial Advisors, LLC | 49,024 | $153.0K | 0.00% | +51+0.1% | Added |
| Atria Wealth Solutions, Inc. | 49,298 | $153.8K | 0.00% | +3,226+7.0% | Added |
| Parallel Advisors, LLC | 49,901 | $155.7K | 0.00% | +10,896+27.9% | Added |
| Scotia Capital Inc. | 50,884 | $158.8K | 0.00% | +1,757+3.6% | Added |
| Fort Point Capital Partners LLC | 51,201 | $159.7K | 0.02% | +1,201+2.4% | Added |
| Raymond James Trust N.A. | 51,412 | $160.4K | 0.00% | +15,478+43.1% | Added |
| GAMMA Investing LLC | 52,788 | $164.7K | 0.02% | +16,982+47.4% | Added |
| Clarius Group, LLC | 41,874 | $166.5K | 0.01% | −1,942−4.4% | Reduced |
| Ascent Group, LLC | 54,089 | $168.8K | 0.01% | +2,177+4.2% | Added |
| Tranquilli Financial Advisor LLC | 54,691 | $170.6K | 0.11% | +4,358+8.7% | Added |
| Tower Research Capital LLC (TRC) | 55,577 | $173.4K | 0.00% | +38,168+219.2% | Added |
| Checchi Capital Advisers, LLC | 55,587 | $173.4K | 0.01% | +8,571+18.2% | Added |
| Five Oceans Advisors | 55,712 | $173.8K | 0.08% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 56,269 | $175.6K | 0.01% | −230−0.4% | Reduced |
| Fielder Capital Group LLC | 56,627 | $176.7K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 56,912 | $177.6K | 0.01% | +5,947+11.7% | Added |
| M&T Bank Corp | 56,939 | $178.0K | 0.00% | +1,790+3.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 57,161 | $178.3K | 0.00% | −1,030−1.8% | Reduced |
| Perigon Wealth Management, LLC | 57,216 | $178.5K | 0.00% | +3,568+6.7% | Added |
| Cape Investment Advisory, Inc. | 57,832 | $180.4K | 0.07% | −2,385−4.0% | Reduced |
| Financial Advocates Investment Management | 58,548 | $182.7K | 0.01% | +37,392+176.7% | Added |
| State Street Corp | 58,644 | $183.0K | 0.00% | +1,400+2.4% | Added |
| Thrivent Financial for Lutherans | 58,688 | $183.0K | 0.00% | +45,341+339.7% | Added |
| Smartleaf Asset Management LLC | 59,971 | $188.3K | 0.02% | +20,120+50.5% | Added |
| Prosperity Consulting Group, LLC | 61,226 | $191.0K | 0.01% | +39,830+186.2% | Added |
| Axxcess Wealth Management, LLC | 61,460 | $191.8K | 0.00% | +22,209+56.6% | Added |
| Icon Wealth Advisors, LLC | 63,157 | $197.1K | 0.02% | +24,369+62.8% | Added |
| Alliance Wealth Advisors, LLC | 63,460 | $198.0K | 0.11% | −401−0.6% | Reduced |
| Toronto Dominion Bank | 63,475 | $198.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 64,859 | $202.9K | 0.00% | −104,155−61.6% | Reduced |
| Sequoia Financial Advisors, LLC | 65,320 | $203.8K | 0.00% | +3,734+6.1% | Added |
| Aspen Grove Capital, LLC | 67,493 | $210.6K | 0.05% | −10.0% | Reduced |
| Sivia Capital Partners, LLC | 68,407 | $213.4K | 0.13% | −625−0.9% | Reduced |
| Kestra Advisory Services, LLC | 70,360 | $219.5K | 0.00% | −29,858−29.8% | Reduced |
| Independent Advisor Alliance | 71,629 | $223.5K | 0.01% | +5,628+8.5% | Added |
| Pitcairn Co | 72,112 | $225.0K | 0.01% | +2,986+4.3% | Added |
| Eqis Capital Management, Inc. | 72,121 | $225.0K | 0.02% | −8,280−10.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 72,858 | $227.3K | 0.01% | +17,925+32.6% | Added |
| Walleye Trading LLC | 74,465 | $232.3K | 0.01% | −72−0.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 76,384 | $233.7K | 0.02% | +8,882+13.2% | Added |
| Anchor Investment Management, LLC | 76,000 | $237.1K | 0.02% | −2,000−2.6% | Reduced |
| Eagle Rock Investment Company, LLC | 77,176 | $240.8K | 0.04% | +77,176 | New |
| Aprio Wealth Management, LLC | 77,411 | $241.5K | 0.04% | +13,277+20.7% | Added |
| Advisory Services Network, LLC | 88,634 | $242.0K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 79,283 | $247.4K | 0.03% | +57,813+269.3% | Added |
| Continuum Advisory, LLC | 91,297 | $252.0K | 0.03% | +5,356+6.2% | Added |
| Blue Barn Wealth, LLC | 82,449 | $257.2K | 0.13% | +26,316+46.9% | Added |
| Russell Investments Group, Ltd. | 82,543 | $257.5K | 0.00% | +26,394+47.0% | Added |
| Marcum Wealth, LLC | 82,986 | $258.9K | 0.02% | +206+0.2% | Added |
| Bryn Mawr Trust Co | 83,912 | $261.8K | 0.00% | +83,912 | New |
| Foundations Investment Advisors, LLC | 84,092 | $262.4K | 0.01% | +2,838+3.5% | Added |
| Two Sigma Securities, LLC | 86,050 | $268.5K | 0.02% | +86,050 | New |
| Wiley Bros.-Aintree Capital, LLC | 88,343 | $276.2K | 0.01% | +55,481+168.8% | Added |
| Portside Wealth Group, LLC | 88,864 | $277.3K | 0.05% | +47,573+115.2% | Added |
| Cetera Trust Company, N.A | 89,475 | $279.2K | 0.17% | 00.0% | Unchanged |
| First Affirmative Financial Network | 89,508 | $279.3K | 0.15% | −17,420−16.3% | Reduced |
| RSM US Wealth Management LLC | 95,120 | $291.1K | 0.00% | +27,263+40.2% | Added |
| Sepio Capital, LP | 93,484 | $291.7K | 0.02% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 93,490 | $291.7K | 0.06% | +962+1.0% | Added |
| Ieq Capital, LLC | 93,854 | $292.8K | 0.00% | +8,158+9.5% | Added |
| Centiva Capital, LP | 94,542 | $295.0K | 0.01% | +40,080+73.6% | Added |
| Dynamic Advisor Solutions LLC | 97,258 | $303.4K | 0.01% | +4,337+4.7% | Added |
| Callan Capital, LLC | 97,344 | $303.7K | 0.02% | +11,022+12.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 97,818 | $305.2K | 0.09% | +30,471+45.2% | Added |
| Integrated Wealth Concepts LLC | 97,985 | $305.7K | 0.00% | +7,186+7.9% | Added |
| Northwestern Mutual Wealth Management Co | 103,851 | $324.0K | 0.00% | −2,314−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 105,295 | $328.5K | 0.00% | +30,944+41.6% | Added |
| Resources Investment Advisors, LLC. | 106,071 | $330.9K | 0.00% | +54,987+107.6% | Added |
| Wealth Alliance | 109,119 | $340.5K | 0.04% | +59,555+120.2% | Added |
| Knights of Columbus Asset Advisors LLC | 112,314 | $350.4K | 0.02% | +4,671+4.3% | Added |
| Susquehanna International Group, LLP | 114,730 | $358.0K | 0.00% | +54,055+89.1% | Added |
| Synovus Financial Corp | 115,232 | $359.5K | 0.00% | +56,296+95.5% | Added |
| Syon Capital LLC | 116,051 | $362.1K | 0.03% | −3,932−3.3% | Reduced |
| Apollon Wealth Management, LLC | 119,295 | $372.2K | 0.01% | −16,645−12.2% | Reduced |
| Captrust Financial Advisors | 119,790 | $373.7K | 0.00% | −9,760−7.5% | Reduced |
| Pinnacle Associates Ltd | 157,205 | $375.7K | 0.01% | +5,089+3.3% | Added |
| Aaron Wealth Advisors | 120,513 | $376.0K | 0.04% | +20,884+21.0% | Added |
| Evergreen Capital Management LLC | 121,435 | $378.9K | 0.01% | +1,311+1.1% | Added |
| United Capital Financial Advisers, LLC | 124,065 | $387.1K | 0.00% | −1,462−1.2% | Reduced |
| We Are One Seven, LLC | 129,113 | $402.8K | 0.02% | +18,245+16.5% | Added |
| Glenmede Trust Co NA | 131,259 | $409.5K | 0.00% | −45,157−25.6% | Reduced |
| Prudential Financial Inc | 131,285 | $409.6K | 0.00% | +9,474+7.8% | Added |
| Pacer Advisors, Inc. | 132,698 | $414.0K | 0.00% | −6,840−4.9% | Reduced |
| CI Private Wealth, LLC | 132,841 | $414.5K | 0.00% | +33,862+34.2% | Added |
| Forum Financial Management, LP | 134,044 | $418.2K | 0.01% | 00.0% | Unchanged |