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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 1,518,111 | $4.74M | 0.06% | +402,998+36.1% | Added |
| Citigroup Inc | 1,703,943 | $5.32M | 0.00% | +627,592+58.3% | Added |
| LPL Financial LLC | 1,959,532 | $6.11M | 0.00% | +345,702+21.4% | Added |
| QRG Capital Management, Inc. | 1,961,137 | $6.12M | 0.07% | +255,668+15.0% | Added |
| Norges Bank | 2,000,000 | $6.24M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 2,184,260 | $6.81M | 0.01% | −1,249,336−36.4% | Reduced |
| Bard Financial Services, Inc. | 2,412,805 | $7.53M | 0.89% | −159,500−6.2% | Reduced |
| Raymond James & Associates | 3,416,484 | $10.7M | 0.01% | +929,478+37.4% | Added |
| CIBC World Markets Inc. | 3,471,963 | $10.8M | 0.02% | +10,906+0.3% | Added |
| Cowen Investment Management LLC | 4,421,183 | $13.8M | 61.46% | 00.0% | Unchanged |
| Janney Capital Management LLC | 4,773,870 | $14.9M | 1.00% | −68,069−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,887,530 | $15.2M | 0.14% | +615,143+14.4% | Added |
| Crossmark Global Holdings, Inc. | 4,894,063 | $15.3M | 0.27% | +18,494+0.4% | Added |
| First Eagle Investment Management, LLC | 5,451,281 | $17.0M | 0.03% | +363,902+7.2% | Added |
| American Century Companies Inc | 6,006,984 | $18.7M | 0.01% | +534,813+9.8% | Added |
| Wells Fargo & Company | 6,336,809 | $19.8M | 0.00% | +1,046,880+19.8% | Added |
| JPMorgan Chase & Co | 6,659,629 | $20.8M | 0.00% | +2,456,914+58.5% | Added |
| BlackRock, Inc. | 8,004,447 | $25.0M | 0.00% | +8,004,447 | New |
| Morningstar Investment Services LLC | 9,466,971 | $29.7M | 0.30% | −247,451−2.5% | Reduced |
| Envestnet Asset Management Inc | 9,905,765 | $30.9M | 0.01% | +1,328,664+15.5% | Added |
| Northern Trust Corp | 11,583,286 | $36.1M | 0.01% | +1,018,987+9.6% | Added |
| CIBC Private Wealth Group, LLC | 12,555,182 | $39.2M | 0.07% | +144,014+1.2% | Added |
| Bank of America Corp | 14,218,701 | $44.4M | 0.00% | −319,126−2.2% | Reduced |
| Dimensional Fund Advisors LP | 15,950,933 | $49.8M | 0.01% | −460,105−2.8% | Reduced |
| FMR LLC | 19,280,034 | $60.2M | 0.00% | +2,472,263+14.7% | Added |
| Morgan Stanley | 19,755,869 | $61.6M | 0.00% | +1,368,470+7.4% | Added |
| Goldman Sachs Group Inc | 23,367,110 | $72.9M | 0.01% | +761,881+3.4% | Added |
| Clearbridge Investments, LLC | 25,857,903 | $80.7M | 0.06% | +12,578,608+94.7% | Added |
| Arrowstreet Capital, Limited Partnership | 23,955,494 | $100.0M | 0.09% | −109,740−0.5% | Reduced |
| Mondrian Investment Partners LTD | 73,961,615 | $230.8M | 3.49% | −754,812−1.0% | Reduced |
| International Assets Investment Management, LLC | 22,620 | – | – | +22,620 | New |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −7,227,644−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −1,004,980−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −220,291−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −87,077−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −85,282−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −83,507−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −51,271−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −37,873−100.0% | Sold out |
| Traveka Wealth, LLC | 0 | $0 | 0.00% | −29,024−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −23,139−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −19,854−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −19,757−100.0% | Sold out |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −17,836−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −16,065−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,250−100.0% | Sold out |
| International Private Wealth Advisors LLC | 0 | $0 | 0.00% | −13,934−100.0% | Sold out |
| Pale Fire Capital SE | 0 | $0 | 0.00% | −13,510−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −13,123−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −12,868−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −11,712−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −10,248−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −11,099−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −10,881−100.0% | Sold out |
| Corundum Group, Inc. | 0 | $0 | 0.00% | −10,763−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,493−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −10,268−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,106−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −10,012−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1,734−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |