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 |
|---|---|---|---|---|---|
| Fielder Capital Group LLC | 56,627 | $176.7K | 0.06% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 56,269 | $175.6K | 0.01% | −230−0.4% | Reduced |
| Five Oceans Advisors | 55,712 | $173.8K | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 55,587 | $173.4K | 0.01% | +8,571+18.2% | Added |
| Tower Research Capital LLC (TRC) | 55,577 | $173.4K | 0.00% | +38,168+219.2% | Added |
| Tranquilli Financial Advisor LLC | 54,691 | $170.6K | 0.11% | +4,358+8.7% | Added |
| Ascent Group, LLC | 54,089 | $168.8K | 0.01% | +2,177+4.2% | Added |
| Clarius Group, LLC | 41,874 | $166.5K | 0.01% | −1,942−4.4% | Reduced |
| GAMMA Investing LLC | 52,788 | $164.7K | 0.02% | +16,982+47.4% | Added |
| Raymond James Trust N.A. | 51,412 | $160.4K | 0.00% | +15,478+43.1% | Added |
| Fort Point Capital Partners LLC | 51,201 | $159.7K | 0.02% | +1,201+2.4% | Added |
| Scotia Capital Inc. | 50,884 | $158.8K | 0.00% | +1,757+3.6% | Added |
| Parallel Advisors, LLC | 49,901 | $155.7K | 0.00% | +10,896+27.9% | Added |
| Atria Wealth Solutions, Inc. | 49,298 | $153.8K | 0.00% | +3,226+7.0% | Added |
| Valeo Financial Advisors, LLC | 49,024 | $153.0K | 0.00% | +51+0.1% | Added |
| ICONIQ Capital, LLC | 48,091 | $150.0K | 0.00% | +35,737+289.3% | Added |
| Gibbs Wealth Management | 46,445 | $144.9K | 0.05% | +23,822+105.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 45,690 | $142.6K | 0.00% | −4,800−9.5% | Reduced |
| Legacy Financial Advisors, Inc. | 44,108 | $137.6K | 0.02% | −1,575−3.4% | Reduced |
| Bruce G. Allen Investments, LLC | 43,969 | $137.2K | 0.11% | −17,422−28.4% | Reduced |
| Decatur Capital Management, Inc. | 43,827 | $136.7K | 0.06% | +595+1.4% | Added |
| HighPoint Advisor Group LLC | 48,988 | $136.7K | 0.01% | +1,343+2.8% | Added |
| Change Path, LLC | 42,981 | $134.1K | 0.00% | −580−1.3% | Reduced |
| Optas, LLC | 42,355 | $132.1K | 0.03% | −3,409−7.4% | Reduced |
| Earnest Partners LLC | 42,285 | $131.9K | 0.00% | −20,541−32.7% | Reduced |
| Cromwell Holdings LLC | 41,924 | $130.8K | 0.08% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 41,810 | $130.4K | 0.07% | −4,426−9.6% | Reduced |
| Sage Rhino Capital LLC | 41,677 | $130.0K | 0.03% | +2,256+5.7% | Added |
| Savant Capital, LLC | 41,519 | $129.5K | 0.00% | +1,045+2.6% | Added |
| Diversify Wealth Management, LLC | 40,949 | $129.4K | 0.01% | +13,524+49.3% | Added |
| Drive Wealth Management, LLC | 41,042 | $128.1K | 0.03% | +1,611+4.1% | Added |
| Wealthstream Advisors, Inc. | 40,843 | $127.4K | 0.02% | +2,071+5.3% | Added |
| Claro Advisors LLC | 40,521 | $126.4K | 0.02% | −3,992−9.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 40,426 | $126.1K | 0.00% | +689+1.7% | Added |
| CWM, LLC | 40,495 | $126.0K | 0.00% | −30,544−43.0% | Reduced |
| Hoxton Planning & Management, LLC | 39,147 | $122.1K | 0.05% | +15,624+66.4% | Added |
| Prospera Financial Services Inc | 39,125 | $122.1K | 0.00% | +1,432+3.8% | Added |
| Procyon Private Wealth Partners, LLC | 38,864 | $121.3K | 0.01% | +19,077+96.4% | Added |
| Baker Tilly Wealth Management, LLC | 38,489 | $120.1K | 0.05% | +18,092+88.7% | Added |
| Brookstone Capital Management | 37,929 | $118.3K | 0.00% | +108+0.3% | Added |
| World Equity Group, Inc. | 37,126 | $115.8K | 0.04% | +37,126 | New |
| BSW Wealth Partners | 37,036 | $115.6K | 0.02% | −1,696−4.4% | Reduced |
| Addison Advisors LLC | 36,535 | $114.0K | 0.03% | +1,544+4.4% | Added |
| CFO4Life Group, LLC | 36,407 | $113.6K | 0.02% | −3,271−8.2% | Reduced |
| Diversify Advisory Services, LLC | 35,304 | $113.3K | 0.01% | +19,225+119.6% | Added |
| Personal Cfo Solutions, LLC | 36,314 | $113.3K | 0.02% | +4,477+14.1% | Added |
| Platform Technology Partners | 35,857 | $111.9K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 35,780 | $111.6K | 0.01% | +348+1.0% | Added |
| Rehmann Capital Advisory Group | 34,888 | $111.4K | 0.01% | +5,386+18.3% | Added |
| Coldstream Capital Management Inc | 35,198 | $109.8K | 0.00% | −47−0.1% | Reduced |
| Two Sigma Investments, LP | 34,572 | $107.9K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 34,326 | $107.1K | 0.04% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 33,932 | $105.9K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 31,037 | $96.8K | 0.00% | +928+3.1% | Added |
| Lido Advisors, LLC | 29,776 | $92.9K | 0.00% | −2,164−6.8% | Reduced |
| Wedmont Private Capital | 29,068 | $89.2K | 0.01% | +4,674+19.2% | Added |
| Whittier Trust Co of Nevada Inc | 28,252 | $87.9K | 0.00% | +2,499+9.7% | Added |
| AlphaMark Advisors, LLC | 27,977 | $87.0K | 0.03% | +65+0.2% | Added |
| Unique Wealth Strategies, LLC | 27,541 | $85.9K | 0.04% | −621−2.2% | Reduced |
| Sage Mountain Advisors LLC | 27,526 | $85.9K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 27,270 | $85.1K | 0.00% | +27,270 | New |
| Investors Research Corp | 27,135 | $84.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26,936 | $84.0K | 0.00% | −9,121−25.3% | Reduced |
| Lifeworks Advisors, LLC | 26,885 | $83.9K | 0.02% | +520+2.0% | Added |
| Trust Point Inc. | 26,227 | $81.8K | 0.01% | −6,971−21.0% | Reduced |
| Hilltop Holdings Inc. | 26,064 | $81.3K | 0.01% | +26,064 | New |
| TCG Advisory Services, LLC | 25,272 | $78.8K | 0.00% | −314−1.2% | Reduced |
| Sym Financial Corp | 25,251 | $78.8K | 0.01% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 25,236 | $78.7K | 0.02% | −2,101−7.7% | Reduced |
| Lindbrook Capital, LLC | 25,125 | $78.4K | 0.01% | −9,696−27.8% | Reduced |
| Jump Financial, LLC | 25,113 | $78.4K | 0.00% | +25,113 | New |
| Keel Point, LLC | 24,905 | $77.7K | 0.01% | −1,112−4.3% | Reduced |
| Balyasny Asset Management LLC | 24,751 | $77.2K | 0.00% | +24,751 | New |
| Octavia Wealth Advisors, LLC | 24,714 | $77.1K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 24,665 | $77.0K | 0.01% | +864+3.6% | Added |
| Copperleaf Capital, LLC | 24,641 | $76.9K | 0.06% | −2,950−10.7% | Reduced |
| Keynote Financial Services LLC | 24,600 | $76.8K | 0.06% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 24,503 | $76.4K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,372 | $76.0K | 0.00% | +8,440+53.0% | Added |
| Virtue Capital Management, LLC | 24,175 | $75.4K | 0.02% | −361−1.5% | Reduced |
| Abel Hall, LLC | 24,151 | $75.4K | 0.05% | +2,610+12.1% | Added |
| West Family Investments, Inc. | 23,975 | $74.8K | 0.03% | +2,694+12.7% | Added |
| Insigneo Advisory Services, LLC | 23,095 | $72.1K | 0.01% | +7,742+50.4% | Added |
| D'Orazio & Associates, Inc. | 22,794 | $71.1K | 0.01% | −2,317−9.2% | Reduced |
| Snowden Capital Advisors LLC | 22,784 | $71.1K | 0.00% | +584+2.6% | Added |
| Beacon Pointe Advisors, LLC | 22,534 | $70.3K | 0.00% | −4,017−15.1% | Reduced |
| Warren Street Wealth Advisors, LLC | 22,465 | $70.1K | 0.03% | +694+3.2% | Added |
| Great Diamond Partners, LLC | 22,206 | $69.3K | 0.02% | +118+0.5% | Added |
| Peapack Gladstone Financial Corp | 22,001 | $69.0K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 21,991 | $68.6K | 0.01% | +21,991 | New |
| Cidel Asset Management Inc | 21,601 | $67.4K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 21,859 | $67.2K | 0.00% | −3,478−13.7% | Reduced |
| Allworth Financial LP | 21,233 | $66.2K | 0.00% | −889−4.0% | Reduced |
| HB Wealth Management, LLC | 20,431 | $63.7K | 0.00% | +3,651+21.8% | Added |
| Pensionmark Financial Group, LLC | 20,415 | $63.7K | 0.00% | +20,415 | New |
| Lazari Capital Management, Inc. | 20,391 | $63.6K | 0.03% | +3,371+19.8% | Added |
| Koss-Olinger Consulting, LLC | 20,271 | $63.0K | 0.01% | +20,271 | New |
| 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 |
| EverSource Wealth Advisors, LLC | 19,988 | $62.4K | 0.00% | +2,439+13.9% | Added |