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Livermore
ZHEN

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.

Other share classesLLDTFLLOBF

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.

Institutional holdersQ3 2024: 431 institutions
Q1 2021: 228 institutionsQ2 2021: 243 institutionsQ3 2021: 255 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 298 institutionsQ3 2022: 298 institutionsQ4 2022: 320 institutionsQ1 2023: 330 institutionsQ2 2023: 342 institutionsQ3 2023: 351 institutionsQ4 2023: 392 institutionsQ1 2024: 389 institutionsQ2 2024: 425 institutionsQ3 2024: 431 institutionsQ4 2024: 456 institutionsQ1 2025: 455 institutionsQ2 2025: 478 institutionsQ3 2025: 480 institutionsQ4 2025: 517 institutionsQ1 2026: 572 institutionsQ2 2026: 613 institutions
Value heldQ3 2024: $1.26B
Q1 2021: $573.3MQ2 2021: $688.5MQ3 2021: $612.5MQ4 2021: $708.3MQ1 2022: $748.6MQ2 2022: $668.1MQ3 2022: $656.4MQ4 2022: $781.1MQ1 2023: $809.7MQ2 2023: $769.2MQ3 2023: $677.7MQ4 2023: $869.0MQ1 2024: $961.5MQ2 2024: $1.05BQ3 2024: $1.26BQ4 2024: $1.14BQ1 2025: $2.05BQ2 2025: $2.15BQ3 2025: $2.40BQ4 2025: $2.69BQ1 2026: $3.07BQ2 2026: $3.45B
Institutions holding LYG and their total value by quarter
QuarterHoldersValue
Q2 2026613$3.45B
Q1 2026572$3.07B
Q4 2025517$2.69B
Q3 2025480$2.40B
Q2 2025478$2.15B
Q1 2025455$2.05B
Q4 2024456$1.14B
Q3 2024431$1.26B
Q2 2024425$1.05B
Q1 2024389$961.5M
Q4 2023392$869.0M
Q3 2023351$677.7M
Q2 2023342$769.2M
Q1 2023330$809.7M
Q4 2022320$781.1M
Q3 2022298$656.4M
Q2 2022298$668.1M
Q1 2022298$748.6M
Q4 2021282$708.3M
Q3 2021255$612.5M
Q2 2021243$688.5M
Q1 2021228$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.

Institutions holding LYG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wetherby Asset Management Inc220,913$689.2K0.03%+270.0%Added
Intrust Bank NA214,195$668.3K0.07%−11,038−4.9%Reduced
Janney Montgomery Scott LLC208,439$650.0K0.00%−4,734−2.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.207,737$648.1K0.00%−14,962−6.7%Reduced
Legacy Wealth Asset Management, LLC202,339$631.3K0.17%−1,885−0.9%Reduced
Edge Wealth Management LLC200,000$624.0K0.13%00.0%Unchanged
Voya Financial Advisors, Inc.195,879$615.1K0.07%−690−0.4%Reduced
Advisor Group Holdings, Inc.194,553$607.0K0.00%+14,343+8.0%Added
The PNC Financial Services Group, Inc.190,344$593.9K0.00%+3,850+2.1%Added
Cresset Asset Management, LLC188,690$588.7K0.00%−5,299−2.7%Reduced
Ronald Blue Trust, Inc.211,425$577.2K0.01%+113,201+115.2%Added
Virtu Financial LLC184,829$577.0K0.03%+141,409+325.7%Added
Kathmere Capital Management, LLC177,442$553.6K0.05%+38,817+28.0%Added
Marks Group Wealth Management, Inc176,908$552.0K0.05%+83,472+89.3%Added
Mount Yale Investment Advisors, LLC176,361$550.2K0.05%−14,162−7.4%Reduced
Sanctuary Advisors, LLC198,087$540.8K0.00%+107,395+118.4%Added
Rhumbline Advisers171,477$535.0K0.00%+17,305+11.2%Added
Gallacher Capital Management LLC168,622$526.1K0.24%−523−0.3%Reduced
Quadrant Capital Group LLC168,565$525.9K0.04%+12,881+8.3%Added
Cable Hill Partners, LLC165,233$515.5K0.05%−2,743−1.6%Reduced
Public Employees Retirement System of Ohio155,853$486.3K0.00%+155,853New
Stephens Inc153,074$477.6K0.01%+17,438+12.9%Added
Commonwealth Equity Services, LLC150,611$470.0K0.00%+6,359+4.4%Added
Invesco Ltd.149,428$466.2K0.00%−114,005−43.3%Reduced
Patriot Financial Group Insurance Agency, LLC148,281$462.6K0.06%+12,845+9.5%Added
AQR Capital Management LLC147,574$460.4K0.00%+10,975+8.0%Added
Ballentine Partners, LLC147,493$460.2K0.01%+21,276+16.9%Added
Jones Financial Companies LLLP143,338$450.1K0.00%+55,679+63.5%Added
Cambridge Investment Research Advisors, Inc.134,666$420.0K0.00%+11,714+9.5%Added
Eagle Asset Management Inc153,224$418.3K0.00%+14,420+10.4%Added
Forum Financial Management, LP134,044$418.2K0.01%00.0%Unchanged
CI Private Wealth, LLC132,841$414.5K0.00%+33,862+34.2%Added
Pacer Advisors, Inc.132,698$414.0K0.00%−6,840−4.9%Reduced
Prudential Financial Inc131,285$409.6K0.00%+9,474+7.8%Added
Glenmede Trust Co NA131,259$409.5K0.00%−45,157−25.6%Reduced
We Are One Seven, LLC129,113$402.8K0.02%+18,245+16.5%Added
United Capital Financial Advisers, LLC124,065$387.1K0.00%−1,462−1.2%Reduced
Evergreen Capital Management LLC121,435$378.9K0.01%+1,311+1.1%Added
Aaron Wealth Advisors120,513$376.0K0.04%+20,884+21.0%Added
Pinnacle Associates Ltd157,205$375.7K0.01%+5,089+3.3%Added
Captrust Financial Advisors119,790$373.7K0.00%−9,760−7.5%Reduced
Apollon Wealth Management, LLC119,295$372.2K0.01%−16,645−12.2%Reduced
Syon Capital LLC116,051$362.1K0.03%−3,932−3.3%Reduced
Synovus Financial Corp115,232$359.5K0.00%+56,296+95.5%Added
Susquehanna International Group, LLP114,730$358.0K0.00%+54,055+89.1%Added
Knights of Columbus Asset Advisors LLC112,314$350.4K0.02%+4,671+4.3%Added
Wealth Alliance109,119$340.5K0.04%+59,555+120.2%Added
Resources Investment Advisors, LLC.106,071$330.9K0.00%+54,987+107.6%Added
Allspring Global Investments Holdings, LLC105,295$328.5K0.00%+30,944+41.6%Added
Northwestern Mutual Wealth Management Co103,851$324.0K0.00%−2,314−2.2%Reduced
Integrated Wealth Concepts LLC97,985$305.7K0.00%+7,186+7.9%Added
O'Keefe Stevens Advisory, Inc.97,818$305.2K0.09%+30,471+45.2%Added
Callan Capital, LLC97,344$303.7K0.02%+11,022+12.8%Added
Dynamic Advisor Solutions LLC97,258$303.4K0.01%+4,337+4.7%Added
Centiva Capital, LP94,542$295.0K0.01%+40,080+73.6%Added
Ieq Capital, LLC93,854$292.8K0.00%+8,158+9.5%Added
Cypress Wealth Services, LLC93,490$291.7K0.06%+962+1.0%Added
Sepio Capital, LP93,484$291.7K0.02%00.0%Unchanged
RSM US Wealth Management LLC95,120$291.1K0.00%+27,263+40.2%Added
First Affirmative Financial Network89,508$279.3K0.15%−17,420−16.3%Reduced
Cetera Trust Company, N.A89,475$279.2K0.17%00.0%Unchanged
Portside Wealth Group, LLC88,864$277.3K0.05%+47,573+115.2%Added
Wiley Bros.-Aintree Capital, LLC88,343$276.2K0.01%+55,481+168.8%Added
Two Sigma Securities, LLC86,050$268.5K0.02%+86,050New
Foundations Investment Advisors, LLC84,092$262.4K0.01%+2,838+3.5%Added
Bryn Mawr Trust Co83,912$261.8K0.00%+83,912New
Marcum Wealth, LLC82,986$258.9K0.02%+206+0.2%Added
Russell Investments Group, Ltd.82,543$257.5K0.00%+26,394+47.0%Added
Blue Barn Wealth, LLC82,449$257.2K0.13%+26,316+46.9%Added
Continuum Advisory, LLC91,297$252.0K0.03%+5,356+6.2%Added
Norden Group LLC79,283$247.4K0.03%+57,813+269.3%Added
Advisory Services Network, LLC88,634$242.0K0.01%00.0%Unchanged
Aprio Wealth Management, LLC77,411$241.5K0.04%+13,277+20.7%Added
Eagle Rock Investment Company, LLC77,176$240.8K0.04%+77,176New
Anchor Investment Management, LLC76,000$237.1K0.02%−2,000−2.6%Reduced
Foster Victor Wealth Advisors, LLC76,384$233.7K0.02%+8,882+13.2%Added
Walleye Trading LLC74,465$232.3K0.01%−72−0.1%Reduced
Dorsey & Whitney Trust CO LLC72,858$227.3K0.01%+17,925+32.6%Added
Eqis Capital Management, Inc.72,121$225.0K0.02%−8,280−10.3%Reduced
Pitcairn Co72,112$225.0K0.01%+2,986+4.3%Added
Independent Advisor Alliance71,629$223.5K0.01%+5,628+8.5%Added
Kestra Advisory Services, LLC70,360$219.5K0.00%−29,858−29.8%Reduced
Sivia Capital Partners, LLC68,407$213.4K0.13%−625−0.9%Reduced
Aspen Grove Capital, LLC67,493$210.6K0.05%−10.0%Reduced
Sequoia Financial Advisors, LLC65,320$203.8K0.00%+3,734+6.1%Added
HSBC Holdings PLC64,859$202.9K0.00%−104,155−61.6%Reduced
Toronto Dominion Bank63,475$198.0K0.00%00.0%Unchanged
Alliance Wealth Advisors, LLC63,460$198.0K0.11%−401−0.6%Reduced
Icon Wealth Advisors, LLC63,157$197.1K0.02%+24,369+62.8%Added
Axxcess Wealth Management, LLC61,460$191.8K0.00%+22,209+56.6%Added
Prosperity Consulting Group, LLC61,226$191.0K0.01%+39,830+186.2%Added
Smartleaf Asset Management LLC59,971$188.3K0.02%+20,120+50.5%Added
Thrivent Financial for Lutherans58,688$183.0K0.00%+45,341+339.7%Added
State Street Corp58,644$183.0K0.00%+1,400+2.4%Added
Financial Advocates Investment Management58,548$182.7K0.01%+37,392+176.7%Added
Cape Investment Advisory, Inc.57,832$180.4K0.07%−2,385−4.0%Reduced
Perigon Wealth Management, LLC57,216$178.5K0.00%+3,568+6.7%Added
Wealth Enhancement Advisory Services, LLC57,161$178.3K0.00%−1,030−1.8%Reduced
M&T Bank Corp56,939$178.0K0.00%+1,790+3.2%Added
Schechter Investment Advisors, LLC56,912$177.6K0.01%+5,947+11.7%Added