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 |
|---|---|---|---|---|---|
| Centurion Wealth Management LLC | 19,941 | $62.2K | 0.02% | +19,941 | New |
| Assetmark, Inc | 19,877 | $62.0K | 0.00% | −6,356−24.2% | Reduced |
| IHT Wealth Management, LLC | 19,973 | $61.7K | 0.00% | +19,973 | New |
| Ariadne Wealth Management, LP | 21,282 | $59.8K | 0.03% | +21,282 | New |
| Aptus Capital Advisors, LLC | 18,984 | $59.2K | 0.00% | +5,294+38.7% | Added |
| Catalina Capital Group, LLC | 18,937 | $59.1K | 0.02% | +1,821+10.6% | Added |
| Wallace Advisory Group, LLC | 21,055 | $57.5K | 0.04% | −488−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,405 | $57.4K | 0.00% | −12,146−39.8% | Reduced |
| Seven Mile Advisory | 18,338 | $57.2K | 0.04% | −761−4.0% | Reduced |
| GeoWealth Management, LLC | 18,213 | $56.8K | 0.00% | −5,842−24.3% | Reduced |
| Savvy Advisors, Inc. | 18,201 | $56.8K | 0.01% | −155−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 17,987 | $56.1K | 0.00% | −3,501−16.3% | Reduced |
| Capital Asset Advisory Services LLC | 18,407 | $56.0K | 0.00% | +42+0.2% | Added |
| Concurrent Investment Advisors, LLC | 17,864 | $55.7K | 0.00% | +35+0.2% | Added |
| Laird Norton Trust Company, LLC | 17,727 | $55.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17,352 | $54.1K | 0.00% | +1,916+12.4% | Added |
| Riversedge Advisors, LLC | 17,244 | $53.8K | 0.01% | +1,164+7.2% | Added |
| Sterling Financial Group, Inc. | 17,206 | $53.7K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 16,851 | $52.6K | 0.03% | +3,969+30.8% | Added |
| Cooper Financial Group | 16,851 | $52.6K | 0.01% | +96+0.6% | Added |
| Keybank National Association | 16,740 | $52.2K | 0.00% | −288−1.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 16,530 | $51.6K | 0.03% | +220+1.3% | Added |
| Breakwater Capital Group | 16,353 | $51.0K | 0.01% | +1,624+11.0% | Added |
| Waldron Private Wealth LLC | 15,925 | $49.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,918 | $49.7K | 0.00% | −4,313−21.3% | Reduced |
| Bleakley Financial Group, LLC | 15,773 | $49.2K | 0.00% | −4,081−20.6% | Reduced |
| D.A. Davidson & Co. | 15,438 | $48.2K | 0.00% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 15,290 | $47.7K | 0.00% | 00.0% | Unchanged |
| JB Capital LLC | 15,281 | $47.7K | 0.00% | +281+1.9% | Added |
| Calamos Advisors LLC | 15,242 | $47.6K | 0.00% | +15,242 | New |
| Sweet Financial Partners, LLC | 15,000 | $46.8K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 14,998 | $46.8K | 0.00% | −188−1.2% | Reduced |
| OneAscent Financial Services LLC | 14,746 | $46.0K | 0.03% | +14,746 | New |
| Financial Network Wealth Management LLC | 14,840 | $46.0K | 0.02% | +14,840 | New |
| Merit Financial Group, LLC | 14,623 | $45.6K | 0.00% | +14,623 | New |
| Johnson Investment Counsel Inc | 14,422 | $45.0K | 0.00% | +1,400+10.8% | Added |
| Advisors Preferred, LLC | 14,584 | $44.6K | 0.01% | −49,017−77.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 14,187 | $44.3K | 0.01% | +2,983+26.6% | Added |
| SRS Capital Advisors, Inc. | 14,013 | $43.7K | 0.00% | +854+6.5% | Added |
| Xponance, Inc. | 14,000 | $43.7K | 0.00% | +1,570+12.6% | Added |
| PFG Advisors | 13,630 | $42.5K | 0.00% | +369+2.8% | Added |
| Arkadios Wealth Advisors | 13,620 | $42.5K | 0.00% | +13,620 | New |
| Rothschild Investment LLC | 13,591 | $42.4K | 0.00% | +934+7.4% | Added |
| Bank Hapoalim BM | 13,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 13,100 | $40.9K | 0.00% | −2,800−17.6% | Reduced |
| Intergy Private Wealth, LLC | 13,059 | $40.7K | 0.02% | +2,443+23.0% | Added |
| Defined Wealth Management, LLC | 12,917 | $40.3K | 0.03% | +12,917 | New |
| Brio Consultants, LLC | 12,855 | $40.1K | 0.01% | +12,855 | New |
| Sentinus, LLC | 12,487 | $39.0K | 0.01% | +12,487 | New |
| Fiduciary Financial Group, LLC | 12,797 | $38.9K | 0.01% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 12,104 | $37.8K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 12,058 | $37.6K | 0.02% | −1,703−12.4% | Reduced |
| Colonial Trust Co | 12,000 | $37.4K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,916 | $37.2K | 0.00% | +11,916 | New |
| PFG Investments, LLC | 11,863 | $37.0K | 0.00% | +203+1.7% | Added |
| FMB Wealth Management | 11,812 | $36.9K | 0.02% | −30.0% | Reduced |
| Tritonpoint Wealth, LLC | 11,508 | $36.1K | 0.00% | +11,508 | New |
| Camden Capital, LLC | 11,561 | $36.1K | 0.00% | +11,561 | New |
| SageView Advisory Group, LLC | 11,388 | $35.5K | 0.00% | −24,287−68.1% | Reduced |
| Horizon Investments, LLC | 11,355 | $35.4K | 0.00% | +6,487+133.3% | Added |
| Proequities, Inc. | 11,078 | $34.6K | 0.00% | −972−8.1% | Reduced |
| Founders Financial Securities LLC | 11,060 | $34.5K | 0.00% | +11,060 | New |
| Aletheian Wealth Advisors LLC | 10,974 | $34.2K | 0.02% | +10,974 | New |
| Capital Investment Advisory Services, LLC | 10,946 | $34.2K | 0.00% | −1,800−14.1% | Reduced |
| Boston Common Asset Management, LLC | 10,864 | $34.0K | 0.00% | 00.0% | Unchanged |
| Holistic Financial Partners | 10,874 | $33.9K | 0.02% | −19,167−63.8% | Reduced |
| Transcend Wealth Collective, LLC | 10,807 | $33.7K | 0.00% | +617+6.1% | Added |
| Robertson Stephens Wealth Management, LLC | 10,596 | $33.1K | 0.00% | −2,658−20.1% | Reduced |
| Mutual Advisors, LLC | 10,046 | $32.4K | 0.00% | −2,049−16.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 10,210 | $31.9K | 0.00% | −700−6.4% | Reduced |
| Interchange Capital Partners, LLC | 10,141 | $31.6K | 0.01% | −81−0.8% | Reduced |
| GM Advisory Group, Inc. | 10,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,027 | $28.2K | 0.00% | +398+4.6% | Added |
| Group One Trading, L.P. | 8,756 | $27.3K | 0.00% | +3,300+60.5% | Added |
| Coppell Advisory Solutions LLC | 8,206 | $25.8K | 0.00% | −1,081−11.6% | Reduced |
| Rise Advisors, LLC | 7,356 | $23.0K | 0.01% | +126+1.7% | Added |
| Farther Finance Advisors, LLC | 7,311 | $22.8K | 0.00% | +2,349+47.3% | Added |
| Eagle Bay Advisors LLC | 6,682 | $20.8K | 0.01% | +10.0% | Added |
| Kovitz Investment Group Partners, LLC | 23,311 | $20.3K | 0.00% | +23,311 | New |
| TD Waterhouse Canada Inc. | 6,473 | $19.8K | 0.00% | −3,100−32.4% | Reduced |
| Pacifica Partners Inc. | 5,000 | $15.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,823 | $15.0K | 0.00% | +614+14.6% | Added |
| Clearstead Advisors, LLC | 4,472 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,340 | $13.5K | 0.00% | +552+14.6% | Added |
| Simplex Trading, LLC | 4,434 | $13.0K | 0.00% | −2,135−32.5% | Reduced |
| Bessemer Group Inc | 4,282 | $13.0K | 0.00% | +3,205+297.6% | Added |
| Geneos Wealth Management Inc. | 4,072 | $12.7K | 0.00% | +3,835+1,618.1% | Added |
| Concord Wealth Partners | 4,053 | $12.6K | 0.00% | +4,053 | New |
| Manchester Capital Management LLC | 4,044 | $12.6K | 0.00% | −7−0.2% | Reduced |
| Glen Eagle Advisors, LLC | 4,000 | $12.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3,700 | $11.5K | 0.00% | +3,700 | New |
| Huntington National Bank | 3,603 | $11.2K | 0.00% | +2,203+157.4% | Added |
| Parkside Financial Bank & Trust | 3,558 | $11.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,538 | $11.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3,456 | $10.8K | 0.01% | −8,140−70.2% | Reduced |
| Umb Bank N A | 3,088 | $9.63K | 0.00% | +284+10.1% | Added |
| Reuter James Wealth Management, LLC | 3,048 | $9.51K | 0.00% | +3,048 | New |
| Brown, Lisle/Cummings, Inc. | 3,000 | $9.36K | 0.00% | +3,000 | New |
| Redmont Wealth Advisors LLC | 2,771 | $8.65K | 0.01% | 00.0% | Unchanged |