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 |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 153,224 | $418.3K | 0.00% | +14,420+10.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 134,666 | $420.0K | 0.00% | +11,714+9.5% | Added |
| Jones Financial Companies LLLP | 143,338 | $450.1K | 0.00% | +55,679+63.5% | Added |
| Ballentine Partners, LLC | 147,493 | $460.2K | 0.01% | +21,276+16.9% | Added |
| AQR Capital Management LLC | 147,574 | $460.4K | 0.00% | +10,975+8.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 148,281 | $462.6K | 0.06% | +12,845+9.5% | Added |
| Invesco Ltd. | 149,428 | $466.2K | 0.00% | −114,005−43.3% | Reduced |
| Commonwealth Equity Services, LLC | 150,611 | $470.0K | 0.00% | +6,359+4.4% | Added |
| Stephens Inc | 153,074 | $477.6K | 0.01% | +17,438+12.9% | Added |
| Public Employees Retirement System of Ohio | 155,853 | $486.3K | 0.00% | +155,853 | New |
| Cable Hill Partners, LLC | 165,233 | $515.5K | 0.05% | −2,743−1.6% | Reduced |
| Quadrant Capital Group LLC | 168,565 | $525.9K | 0.04% | +12,881+8.3% | Added |
| Gallacher Capital Management LLC | 168,622 | $526.1K | 0.24% | −523−0.3% | Reduced |
| Rhumbline Advisers | 171,477 | $535.0K | 0.00% | +17,305+11.2% | Added |
| Sanctuary Advisors, LLC | 198,087 | $540.8K | 0.00% | +107,395+118.4% | Added |
| Mount Yale Investment Advisors, LLC | 176,361 | $550.2K | 0.05% | −14,162−7.4% | Reduced |
| Marks Group Wealth Management, Inc | 176,908 | $552.0K | 0.05% | +83,472+89.3% | Added |
| Kathmere Capital Management, LLC | 177,442 | $553.6K | 0.05% | +38,817+28.0% | Added |
| Virtu Financial LLC | 184,829 | $577.0K | 0.03% | +141,409+325.7% | Added |
| Ronald Blue Trust, Inc. | 211,425 | $577.2K | 0.01% | +113,201+115.2% | Added |
| Cresset Asset Management, LLC | 188,690 | $588.7K | 0.00% | −5,299−2.7% | Reduced |
| The PNC Financial Services Group, Inc. | 190,344 | $593.9K | 0.00% | +3,850+2.1% | Added |
| Advisor Group Holdings, Inc. | 194,553 | $607.0K | 0.00% | +14,343+8.0% | Added |
| Voya Financial Advisors, Inc. | 195,879 | $615.1K | 0.07% | −690−0.4% | Reduced |
| Edge Wealth Management LLC | 200,000 | $624.0K | 0.13% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 202,339 | $631.3K | 0.17% | −1,885−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 207,737 | $648.1K | 0.00% | −14,962−6.7% | Reduced |
| Janney Montgomery Scott LLC | 208,439 | $650.0K | 0.00% | −4,734−2.2% | Reduced |
| Intrust Bank NA | 214,195 | $668.3K | 0.07% | −11,038−4.9% | Reduced |
| Wetherby Asset Management Inc | 220,913 | $689.2K | 0.03% | +270.0% | Added |
| Private Advisor Group, LLC | 221,379 | $690.7K | 0.00% | +9,721+4.6% | Added |
| Yousif Capital Management, LLC | 244,968 | $764.3K | 0.01% | −8,684−3.4% | Reduced |
| Qtron Investments LLC | 246,992 | $770.6K | 0.11% | −41,955−14.5% | Reduced |
| Park Avenue Securities LLC | 249,192 | $777.0K | 0.01% | +35,952+16.9% | Added |
| DRW Securities, LLC | 262,011 | $817.5K | 0.05% | −142,780−35.3% | Reduced |
| Veriti Management LLC | 269,710 | $841.5K | 0.05% | −10,294−3.7% | Reduced |
| Ellevest, Inc. | 284,496 | $887.6K | 0.05% | +12,114+4.4% | Added |
| Atomi Financial Group, Inc. | 291,387 | $909.1K | 0.06% | +137,856+89.8% | Added |
| Principal Securities, Inc. | 292,520 | $912.7K | 0.02% | +17,246+6.3% | Added |
| Signaturefd, LLC | 295,146 | $920.9K | 0.02% | +13,993+5.0% | Added |
| Bank of Montreal | 297,187 | $933.2K | 0.00% | +156,613+111.4% | Added |
| Atria Investments LLC | 306,886 | $957.5K | 0.01% | +49,237+19.1% | Added |
| Jane Street Group, LLC | 309,603 | $966.0K | 0.00% | +60,928+24.5% | Added |
| Lockheed Martin Investment Management Co | 314,680 | $981.8K | 0.05% | −240,320−43.3% | Reduced |
| HF Advisory Group, LLC | 330,770 | $1.03M | 0.48% | +48,518+17.2% | Added |
| BNP Paribas Arbitrage, SA | 331,650 | $1.03M | 0.00% | +331,650 | New |
| Twin City Private Wealth, LLC | 355,565 | $1.11M | 0.96% | −298−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 359,959 | $1.12M | 0.00% | +70,043+24.2% | Added |
| Vident Advisory, LLC | 362,467 | $1.13M | 0.03% | +126,644+53.7% | Added |
| Naviter Wealth, LLC | 365,851 | $1.14M | 0.16% | −13,550−3.6% | Reduced |
| XTX Topco Ltd | 401,736 | $1.25M | 0.09% | +322,332+405.9% | Added |
| Global Retirement Partners, LLC | 403,957 | $1.26M | 0.04% | −563−0.1% | Reduced |
| First Trust Advisors LP | 416,880 | $1.30M | 0.00% | −51,169−10.9% | Reduced |
| Truist Financial Corp | 435,089 | $1.36M | 0.00% | +45,679+11.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 450,191 | $1.40M | 0.03% | +450,191 | New |
| Renaissance Technologies LLC | 452,500 | $1.41M | 0.00% | +452,500 | New |
| Vestmark Advisory Solutions, Inc. | 454,607 | $1.42M | 0.05% | +7,396+1.7% | Added |
| NewEdge Wealth, LLC | 454,610 | $1.42M | 0.03% | +11,809+2.7% | Added |
| CAPROCK Group, Inc. | 507,398 | $1.58M | 0.06% | +52,785+11.6% | Added |
| Pathstone Holdings, LLC | 519,559 | $1.62M | 0.01% | +41,183+8.6% | Added |
| JustInvest LLC | 600,498 | $1.87M | 0.03% | +58,873+10.9% | Added |
| Avantax Advisory Services, Inc. | 607,735 | $1.90M | 0.01% | +135,009+28.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 609,398 | $1.90M | 0.00% | −31,655−4.9% | Reduced |
| Mariner, LLC | 620,833 | $1.94M | 0.00% | +57,969+10.3% | Added |
| SEI Investments Co | 627,803 | $1.96M | 0.00% | −212,406−25.3% | Reduced |
| English Capital Management LLC | 629,115 | $1.96M | 1.48% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 668,738 | $2.09M | 0.11% | +668,738 | New |
| Semmax Financial Advisors Inc. | 768,765 | $2.11M | 0.58% | −10,821−1.4% | Reduced |
| Cerity Partners LLC | 687,833 | $2.15M | 0.00% | +290,927+73.3% | Added |
| Old Mission Capital LLC | 727,987 | $2.27M | 0.05% | −465,963−39.0% | Reduced |
| Rockefeller Capital Management L.P. | 729,093 | $2.27M | 0.01% | +20,714+2.9% | Added |
| US Bancorp | 757,336 | $2.36M | 0.00% | +202,862+36.6% | Added |
| Drucker Wealth 3.0, LLC | 769,082 | $2.40M | 0.58% | +14,742+2.0% | Added |
| Royal Bank of Canada | 770,465 | $2.40M | 0.00% | +102,194+15.3% | Added |
| Optiver Holding B.V. | 783,402 | $2.44M | 0.06% | −964,158−55.2% | Reduced |
| Bank of New York Mellon Corp | 791,767 | $2.47M | 0.00% | +143,254+22.1% | Added |
| CoreCap Advisors, LLC | 796,476 | $2.49M | 0.12% | +796,476 | New |
| Ameriprise Financial Inc | 842,951 | $2.63M | 0.00% | −1,031,331−55.0% | Reduced |
| Citadel Advisors LLC | 894,396 | $2.79M | 0.00% | +727,781+436.8% | Added |
| HighTower Advisors, LLC | 905,701 | $2.82M | 0.00% | +261,129+40.5% | Added |
| Henry James International Management, Inc. | 908,693 | $2.84M | 0.99% | −60,158−6.2% | Reduced |
| 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 |
| Creative Planning | 952,249 | $2.97M | 0.00% | +129,940+15.8% | Added |
| AMG National Trust Bank | 1,002,428 | $3.13M | 0.08% | +1,353+0.1% | Added |
| Mercer Global Advisors Inc | 1,041,984 | $3.19M | 0.01% | +41,463+4.1% | Added |
| Oppenheimer Asset Management Inc. | 1,022,677 | $3.19M | 0.04% | +186,443+22.3% | Added |
| Charles Schwab Investment Management Inc | 1,055,584 | $3.29M | 0.00% | +180,178+20.6% | Added |
| Advisors Management Group Inc | 1,056,774 | $3.30M | 0.78% | −4,360−0.4% | Reduced |
| UBS Group AG | 1,057,947 | $3.30M | 0.00% | +3520.0% | Added |
| Logan Capital Management Inc | 1,059,457 | $3.31M | 0.14% | +45,249+4.5% | Added |
| Franklin Resources Inc | 1,085,483 | $3.38M | 0.00% | −469,911−30.2% | Reduced |
| Stifel Financial Corp | 1,136,968 | $3.55M | 0.00% | +65,629+6.1% | Added |
| Timber Creek Capital Management LLC | 1,185,279 | $3.70M | 1.04% | −189,635−13.8% | Reduced |
| Cetera Investment Advisers | 1,238,689 | $3.86M | 0.01% | +17,388+1.4% | Added |
| Ethic Inc. | 1,596,619 | $4.14M | 0.10% | +15,829+1.0% | Added |
| Neuberger Berman Group LLC | 1,407,595 | $4.41M | 0.00% | −428,170−23.3% | Reduced |
| Natixis Advisors, L.P. | 1,456,899 | $4.55M | 0.01% | +2,485+0.2% | Added |
| Ritholtz Wealth Management | 1,478,974 | $4.61M | 0.14% | +252,365+20.6% | Added |
| MML Investors Services, LLC | 1,482,792 | $4.63M | 0.02% | +394,364+36.2% | Added |