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 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 206 | $0 | 0.00% | +206 | New |
| NBC Securities, Inc. | 3 | $9 | 0.00% | −3,535−99.9% | Reduced |
| High Note Wealth, LLC | 64 | $174 | 0.00% | +64 | New |
| Sound Income Strategies, LLC | 161 | $438 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 174 | $473 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $544 | 0.00% | −4,272−95.5% | Reduced |
| Lee Danner & Bass Inc | 200 | $544 | 0.00% | +200 | New |
| Abound Wealth Management | 201 | $547 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 207 | $563 | 0.00% | +207 | New |
| WPG Advisers, LLC | 223 | $607 | 0.00% | +223 | New |
| Mendota Financial Group, LLC | 232 | $632 | 0.00% | −109−32.0% | Reduced |
| MPWM Advisory Solutions, LLC | 310 | $843 | 0.00% | +310 | New |
| HBC Financial Services, PLLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 443 | $1.21K | 0.00% | +443 | New |
| CVA Family Office, LLC | 493 | $1.34K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 528 | $1.44K | 0.00% | +528 | New |
| Manchester Capital Management LLC | 576 | $1.57K | 0.00% | −3,468−85.8% | Reduced |
| Decker Retirement Planning Inc. | 736 | $2.00K | 0.00% | +736 | New |
| Cornerstone Planning Group LLC | 683 | $2.08K | 0.00% | −258−27.4% | Reduced |
| Spire Wealth Management | 860 | $2.34K | 0.00% | +60+7.5% | Added |
| Harbour Investments, Inc. | 981 | $2.67K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,039 | $2.68K | 0.00% | +1,039 | New |
| WealthCollab, LLC | 1,046 | $2.85K | 0.00% | −1,400−57.2% | Reduced |
| Kestra Investment Management, LLC | 1,055 | $2.87K | 0.00% | +1,055 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $3.14K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,188 | $3.23K | 0.00% | +1,188 | New |
| Mather Group, LLC. | 1,288 | $3.50K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,325 | $3.60K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,469 | $4.00K | 0.00% | +497+51.1% | Added |
| Bell Investment Advisors, Inc | 1,494 | $4.06K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,575 | $4.28K | 0.00% | −35−2.2% | Reduced |
| Fortitude Family Office, LLC | 1,691 | $4.60K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,969 | $5.00K | 0.00% | −2,465−55.6% | Reduced |
| Barclays PLC | 2,050 | $5.58K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,469 | $6.72K | 0.00% | +2,469 | New |
| GW&K Investment Management, LLC | 2,497 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,712 | $7.38K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,804 | $7.63K | 0.00% | −284−9.2% | Reduced |
| Whipplewood Advisors, LLC | 2,838 | $7.72K | 0.00% | +2,838 | New |
| Conquis Financial LLC | 2,983 | $8.11K | 0.01% | +2,983 | New |
| Brown, Lisle/Cummings, Inc. | 3,000 | $8.16K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,558 | $9.68K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3,600 | $9.79K | 0.00% | +3,600 | New |
| TD Waterhouse Canada Inc. | 3,675 | $10.0K | 0.00% | −2,798−43.2% | Reduced |
| Global Financial Private Client, LLC | 3,700 | $10.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,088 | $11.0K | 0.00% | +4,088 | New |
| Concord Wealth Partners | 4,053 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,300 | $11.7K | 0.00% | −523−10.8% | Reduced |
| Geneos Wealth Management Inc. | 4,471 | $12.2K | 0.00% | +399+9.8% | Added |
| Bessemer Group Inc | 5,142 | $14.0K | 0.00% | +860+20.1% | Added |
| Rothschild Investment LLC | 5,403 | $14.7K | 0.00% | −8,188−60.2% | Reduced |
| Bogart Wealth, LLC | 5,695 | $15.5K | 0.00% | +4,695+469.5% | Added |
| Sierra Ocean, LLC | 5,929 | $16.1K | 0.01% | +5,929 | New |
| Eagle Bay Advisors LLC | 6,682 | $18.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 6,898 | $18.8K | 0.00% | +2,558+58.9% | Added |
| Salem Investment Counselors Inc | 7,000 | $19.0K | 0.00% | −13,000−65.0% | Reduced |
| MAI Capital Management | 7,336 | $20.0K | 0.00% | +7,336 | New |
| Rise Advisors, LLC | 7,356 | $20.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,451 | $20.3K | 0.00% | +140+1.9% | Added |
| Coppell Advisory Solutions LLC | 7,953 | $21.6K | 0.00% | −253−3.1% | Reduced |
| Fifth Third Bancorp | 8,896 | $24.2K | 0.00% | −131−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,600 | $26.1K | 0.00% | −3,500−26.7% | Reduced |
| GM Advisory Group, Inc. | 10,000 | $27.2K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $27.2K | 0.00% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 10,141 | $27.6K | 0.01% | 00.0% | Unchanged |
| Crux Wealth Advisors | 10,182 | $27.7K | 0.02% | +10,182 | New |
| Capital Investment Advisory Services, LLC | 10,200 | $27.7K | 0.00% | −746−6.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 10,210 | $27.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 9,300 | $28.0K | 0.00% | −1,778−16.0% | Reduced |
| IHT Wealth Management, LLC | 10,296 | $28.0K | 0.00% | −9,677−48.5% | Reduced |
| Mutual Advisors, LLC | 10,158 | $28.7K | 0.00% | +112+1.1% | Added |
| Robertson Stephens Wealth Management, LLC | 10,596 | $28.8K | 0.00% | 00.0% | Unchanged |
| Holistic Financial Partners | 10,874 | $29.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10,938 | $29.8K | 0.00% | −6,414−37.0% | Reduced |
| Dynamic Advisor Solutions LLC | 11,036 | $30.0K | 0.00% | −86,222−88.7% | Reduced |
| Cidel Asset Management Inc | 11,202 | $30.5K | 0.00% | −10,399−48.1% | Reduced |
| Brentview Investment Management LLC | 11,278 | $30.7K | 0.02% | +11,278 | New |
| Founders Financial Securities LLC | 11,309 | $30.8K | 0.00% | +249+2.3% | Added |
| SageView Advisory Group, LLC | 11,351 | $30.9K | 0.00% | −37−0.3% | Reduced |
| Angeles Investment Advisors, LLC | 11,379 | $31.0K | 0.00% | −3,911−25.6% | Reduced |
| Colony Group, LLC | 11,451 | $31.1K | 0.00% | +11,451 | New |
| Tritonpoint Wealth, LLC | 11,508 | $31.3K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,517 | $31.3K | 0.00% | −3,106−21.2% | Reduced |
| Horizon Investments, LLC | 11,566 | $31.5K | 0.00% | +211+1.9% | Added |
| Mesirow Financial Investment Management, Inc. | 11,743 | $31.9K | 0.00% | +11,743 | New |
| FMB Wealth Management | 11,812 | $32.1K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 11,863 | $32.3K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,979 | $32.6K | 0.00% | +1,172+10.8% | Added |
| Colonial Trust Co | 12,000 | $32.6K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 12,058 | $32.8K | 0.02% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 12,104 | $32.9K | 0.01% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 12,797 | $33.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 12,154 | $33.1K | 0.00% | −10,380−46.1% | Reduced |
| Baron Wealth Management LLC | 12,323 | $33.5K | 0.02% | −4,528−26.9% | Reduced |
| SBI Securities Co., Ltd. | 12,585 | $34.2K | 0.00% | +12,585 | New |
| Jackson Thornton Asset Management, LLC | 12,595 | $34.3K | 0.00% | +12,595 | New |
| Simon Quick Advisors, LLC | 12,687 | $34.5K | 0.00% | +12,687 | New |
| Arkadios Wealth Advisors | 12,779 | $34.8K | 0.00% | −841−6.2% | Reduced |
| Defined Wealth Management, LLC | 12,814 | $34.9K | 0.02% | −103−0.8% | Reduced |