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, Q4 2024
Institutional positions in Lloyds Banking Group plc as of Dec 31, 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
- 456
- +31 vs. Q3 2024
- Shares held
- 486.8M
- +94.7M (+24.1%) vs. Q3 2024
- Total value
- $1.14B
- −$102.6M (−8.2%) vs. Q3 2024
- New holders
- 60
- 154 more added
- Sold out
- 29
- 176 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | 72,734,284 | $221.8M | 3.67% | −1,227,331−1.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 26,669,053 | $72.5M | 0.06% | +2,713,559+11.3% | Added |
| FMR LLC | 24,850,757 | $67.6M | 0.00% | +5,570,723+28.9% | Added |
| Goldman Sachs Group Inc | 22,756,954 | $61.9M | 0.01% | −610,156−2.6% | Reduced |
| Morgan Stanley | 21,757,620 | $59.2M | 0.00% | +2,001,751+10.1% | Added |
| Clearbridge Investments, LLC | 21,754,568 | $59.2M | 0.05% | −4,103,335−15.9% | Reduced |
| L1 Capital Pty Ltd | 93,653,671 | $51.3M | 4.39% | +93,653,671 | New |
| Dimensional Fund Advisors LP | 16,404,259 | $44.6M | 0.01% | +453,326+2.8% | Added |
| Northern Trust Corp | 15,604,325 | $42.4M | 0.01% | +4,021,039+34.7% | Added |
| CIBC Private Wealth Group, LLC | 12,395,541 | $32.8M | 0.06% | −159,641−1.3% | Reduced |
| Bank of America Corp | 11,114,348 | $30.2M | 0.00% | −3,104,353−21.8% | Reduced |
| Envestnet Asset Management Inc | 9,629,551 | $26.2M | 0.01% | −276,214−2.8% | Reduced |
| BlackRock, Inc. | 7,971,068 | $21.7M | 0.00% | −33,379−0.4% | Reduced |
| Millennium Management LLC | 7,098,940 | $19.3M | 0.02% | +4,914,680+225.0% | Added |
| American Century Companies Inc | 6,611,908 | $18.0M | 0.01% | +604,924+10.1% | Added |
| Wells Fargo & Company | 6,090,946 | $16.6M | 0.00% | −245,863−3.9% | Reduced |
| First Eagle Investment Management, LLC | 5,601,459 | $15.2M | 0.03% | +150,178+2.8% | Added |
| Crossmark Global Holdings, Inc. | 4,813,230 | $13.1M | 0.24% | −80,833−1.7% | Reduced |
| Janney Capital Management LLC | 4,685,732 | $12.7M | 0.84% | −88,138−1.8% | Reduced |
| Cowen Investment Management LLC | 4,421,183 | $12.0M | 100.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,370,608 | $11.9M | 0.10% | −516,922−10.6% | Reduced |
| Raymond James Financial Inc | 4,127,209 | $11.2M | 0.00% | +4,127,209 | New |
| CIBC World Markets Inc. | 3,616,908 | $9.84M | 0.02% | +144,945+4.2% | Added |
| Bard Financial Services, Inc. | 2,426,305 | $6.60M | 0.79% | +13,500+0.6% | Added |
| QRG Capital Management, Inc. | 2,372,753 | $6.45M | 0.07% | +411,616+21.0% | Added |
| JPMorgan Chase & Co | 2,311,003 | $6.29M | 0.00% | −4,348,626−65.3% | Reduced |
| Norges Bank | 2,000,000 | $5.44M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 1,880,185 | $5.11M | 0.00% | −79,347−4.0% | Reduced |
| TownSquare Capital, LLC | 1,531,180 | $4.16M | 0.05% | +13,069+0.9% | Added |
| MML Investors Services, LLC | 1,476,211 | $4.01M | 0.01% | −6,581−0.4% | Reduced |
| Natixis Advisors, L.P. | 1,474,286 | $4.01M | 0.01% | +17,387+1.2% | Added |
| Ethic Inc. | 1,431,036 | $3.89M | 0.08% | −165,583−10.4% | Reduced |
| Mercer Global Advisors Inc | 1,322,198 | $3.60M | 0.01% | +280,214+26.9% | Added |
| Ritholtz Wealth Management | 1,247,720 | $3.39M | 0.10% | −231,254−15.6% | Reduced |
| Cetera Investment Advisers | 1,238,520 | $3.37M | 0.01% | −1690.0% | Reduced |
| Citigroup Inc | 1,195,799 | $3.25M | 0.00% | −508,144−29.8% | Reduced |
| Timber Creek Capital Management LLC | 1,192,663 | $3.24M | 0.94% | +7,384+0.6% | Added |
| Charles Schwab Investment Management Inc | 1,126,422 | $3.06M | 0.00% | +70,838+6.7% | Added |
| Stifel Financial Corp | 1,100,314 | $2.99M | 0.00% | −36,654−3.2% | Reduced |
| Logan Capital Management Inc | 1,078,041 | $2.93M | 0.12% | +18,584+1.8% | Added |
| UBS Group AG | 1,042,838 | $2.84M | 0.00% | −15,109−1.4% | Reduced |
| Franklin Resources Inc | 1,039,984 | $2.83M | 0.00% | −45,499−4.2% | Reduced |
| Advisors Management Group Inc | 1,032,740 | $2.81M | 0.66% | −24,034−2.3% | Reduced |
| Royal Bank of Canada | 1,018,634 | $2.77M | 0.00% | +248,169+32.2% | Added |
| Morningstar Investment Services LLC | 1,013,242 | $2.76M | 0.25% | −8,453,729−89.3% | Reduced |
| AMG National Trust Bank | 1,002,482 | $2.73M | 0.08% | +540.0% | Added |
| Oppenheimer Asset Management Inc. | 991,970 | $2.70M | 0.03% | −30,707−3.0% | Reduced |
| Optiver Holding B.V. | 988,395 | $2.69M | 0.09% | +204,993+26.2% | Added |
| Creative Planning | 976,297 | $2.66M | 0.00% | +24,048+2.5% | Added |
| Semmax Financial Advisors Inc. | 786,729 | $2.52M | 0.67% | +17,964+2.3% | Added |
| Rockefeller Capital Management L.P. | 912,577 | $2.48M | 0.01% | +183,484+25.2% | Added |
| Henry James International Management, Inc. | 905,870 | $2.46M | 0.89% | −2,823−0.3% | Reduced |
| Brinker Capital Investments, LLC | 852,630 | $2.32M | 0.02% | −92,950−9.8% | Reduced |
| Orion Portfolio Solutions, LLC | 852,630 | $2.32M | 0.02% | −92,950−9.8% | Reduced |
| Ameriprise Financial Inc | 829,957 | $2.26M | 0.00% | −12,994−1.5% | Reduced |
| US Bancorp | 811,051 | $2.21M | 0.00% | +53,715+7.1% | Added |
| Bank of New York Mellon Corp | 801,712 | $2.18M | 0.00% | +9,945+1.3% | Added |
| CoreCap Advisors, LLC | 762,526 | $2.07M | 0.09% | −33,950−4.3% | Reduced |
| Renaissance Technologies LLC | 762,340 | $2.07M | 0.00% | +309,840+68.5% | Added |
| Drucker Wealth 3.0, LLC | 752,768 | $2.05M | 0.47% | −16,314−2.1% | Reduced |
| HighTower Advisors, LLC | 750,542 | $2.04M | 0.00% | −155,159−17.1% | Reduced |
| Mariner, LLC | 742,092 | $2.02M | 0.00% | +121,259+19.5% | Added |
| Cerity Partners LLC | 626,459 | $1.88M | 0.00% | −61,374−8.9% | Reduced |
| Old Mission Capital LLC | 650,923 | $1.77M | 0.04% | −77,064−10.6% | Reduced |
| Jane Street Group, LLC | 646,277 | $1.76M | 0.00% | +336,674+108.7% | Added |
| Assetmark, Inc | 640,202 | $1.74M | 0.00% | +620,325+3,120.8% | Added |
| Avantax Advisory Services, Inc. | 632,127 | $1.72M | 0.01% | +24,392+4.0% | Added |
| English Capital Management LLC | 629,115 | $1.71M | 1.30% | 00.0% | Unchanged |
| JustInvest LLC | 626,703 | $1.70M | 0.03% | +26,205+4.4% | Added |
| SEI Investments Co | 623,142 | $1.70M | 0.00% | −4,661−0.7% | Reduced |
| First Trust Advisors LP | 589,337 | $1.60M | 0.00% | +172,457+41.4% | Added |
| Pathstone Holdings, LLC | 548,532 | $1.49M | 0.01% | +28,973+5.6% | Added |
| CAPROCK Group, Inc. | 481,940 | $1.31M | 0.04% | −25,458−5.0% | Reduced |
| Neuberger Berman Group LLC | 462,639 | $1.26M | 0.00% | −944,956−67.1% | Reduced |
| NewEdge Wealth, LLC | 456,249 | $1.24M | 0.02% | +1,639+0.4% | Added |
| Vestmark Advisory Solutions, Inc. | 456,220 | $1.24M | 0.04% | +1,613+0.4% | Added |
| Truist Financial Corp | 453,705 | $1.23M | 0.00% | +18,616+4.3% | Added |
| Global Retirement Partners, LLC | 421,123 | $1.15M | 0.03% | +17,166+4.2% | Added |
| Naviter Wealth, LLC | 369,006 | $1.00M | 0.12% | +3,155+0.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 360,671 | $981.0K | 0.00% | +712+0.2% | Added |
| Twin City Private Wealth, LLC | 356,516 | $969.7K | 0.86% | +951+0.3% | Added |
| HF Advisory Group, LLC | 343,028 | $933.0K | 0.43% | +12,258+3.7% | Added |
| Vident Advisory, LLC | 315,869 | $859.2K | 0.02% | −46,598−12.9% | Reduced |
| Atria Investments LLC | 307,460 | $836.3K | 0.01% | +574+0.2% | Added |
| Citadel Advisors LLC | 300,774 | $818.1K | 0.00% | −593,622−66.4% | Reduced |
| Signaturefd, LLC | 293,350 | $797.9K | 0.02% | −1,796−0.6% | Reduced |
| HRT Financial LP | 289,356 | $787.0K | 0.00% | +289,356 | New |
| Park Avenue Securities LLC | 288,877 | $786.0K | 0.01% | +39,685+15.9% | Added |
| Principal Securities, Inc. | 288,773 | $785.5K | 0.02% | −3,747−1.3% | Reduced |
| Bank of Montreal | 281,110 | $764.6K | 0.00% | −16,077−5.4% | Reduced |
| Susquehanna International Group, LLP | 280,147 | $762.0K | 0.00% | +165,417+144.2% | Added |
| Two Sigma Securities, LLC | 276,209 | $751.3K | 0.14% | +190,159+221.0% | Added |
| Lockheed Martin Investment Management Co | 264,000 | $718.1K | 0.03% | −50,680−16.1% | Reduced |
| Ativo Capital Management LLC | 249,184 | $677.8K | 0.67% | +249,184 | New |
| Ellevest, Inc. | 233,580 | $635.3K | 0.04% | −50,916−17.9% | Reduced |
| XTX Topco Ltd | 233,130 | $634.1K | 0.05% | −168,606−42.0% | Reduced |
| Sanctuary Advisors, LLC | 196,260 | $606.4K | 0.00% | −1,827−0.9% | Reduced |
| Private Advisor Group, LLC | 221,282 | $601.9K | 0.00% | −970.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 212,856 | $579.0K | 0.00% | +212,856 | New |
| Wetherby Asset Management Inc | 211,208 | $574.5K | 0.03% | −9,705−4.4% | Reduced |