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 |
|---|---|---|---|---|---|
| Bank Hapoalim BM | 13,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 13,006 | $35.4K | 0.00% | +1,445+12.5% | Added |
| SRS Capital Advisors, Inc. | 13,048 | $35.5K | 0.00% | −965−6.9% | Reduced |
| PFG Advisors | 13,261 | $36.1K | 0.00% | −369−2.7% | Reduced |
| Aletheian Wealth Advisors LLC | 13,296 | $36.2K | 0.02% | +2,322+21.2% | Added |
| Intergy Private Wealth, LLC | 13,360 | $36.3K | 0.01% | +301+2.3% | Added |
| Johnson Investment Counsel Inc | 13,502 | $36.7K | 0.00% | −920−6.4% | Reduced |
| Huntington National Bank | 13,787 | $37.5K | 0.00% | +10,184+282.7% | Added |
| CIBC Asset Management Inc | 14,131 | $38.4K | 0.00% | +14,131 | New |
| Vista Wealth Management Group, LLC | 14,190 | $38.6K | 0.00% | +14,190 | New |
| Financial Network Wealth Management LLC | 14,840 | $40.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 14,747 | $40.1K | 0.00% | +747+5.3% | Added |
| Cresset Asset Management, LLC | 14,908 | $40.5K | 0.00% | −173,782−92.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 13,428 | $41.9K | 0.01% | +13,428 | New |
| D.A. Davidson & Co. | 15,438 | $42.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,554 | $42.3K | 0.00% | −8,818−36.2% | Reduced |
| Brighton Jones LLC | 15,599 | $42.4K | 0.00% | +601+4.0% | Added |
| Group One Trading, L.P. | 15,710 | $42.7K | 0.00% | +6,954+79.4% | Added |
| Warren Street Wealth Advisors, LLC | 15,808 | $43.0K | 0.02% | −6,657−29.6% | Reduced |
| Waldron Private Wealth LLC | 15,925 | $43.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 16,285 | $44.3K | 0.01% | +2,098+14.8% | Added |
| Capital Asset Advisory Services LLC | 16,630 | $44.7K | 0.00% | −1,777−9.7% | Reduced |
| Epoch Investment Partners, Inc. | 16,642 | $45.3K | 0.00% | +16,642 | New |
| Brio Consultants, LLC | 16,735 | $45.5K | 0.01% | +3,880+30.2% | Added |
| Balyasny Asset Management LLC | 16,904 | $46.0K | 0.00% | −7,847−31.7% | Reduced |
| Laird Norton Trust Company, LLC | 17,727 | $48.2K | 0.01% | 00.0% | Unchanged |
| Breakwater Capital Group | 17,853 | $48.6K | 0.01% | +1,500+9.2% | Added |
| Kovitz Investment Group Partners, LLC | 17,949 | $48.8K | 0.00% | −5,362−23.0% | Reduced |
| Keybank National Association | 18,050 | $49.1K | 0.00% | +1,310+7.8% | Added |
| Aptus Capital Advisors, LLC | 18,220 | $49.6K | 0.00% | −764−4.0% | Reduced |
| Seven Mile Advisory | 18,253 | $49.6K | 0.03% | −85−0.5% | Reduced |
| Savvy Advisors, Inc. | 18,265 | $49.7K | 0.01% | +64+0.4% | Added |
| Bleakley Financial Group, LLC | 18,392 | $50.0K | 0.00% | +2,619+16.6% | Added |
| Concurrent Investment Advisors, LLC | 18,653 | $50.7K | 0.00% | +789+4.4% | Added |
| Stratos Wealth Partners, LTD. | 18,747 | $51.0K | 0.00% | +760+4.2% | Added |
| Kestra Private Wealth Services, LLC | 18,842 | $51.3K | 0.00% | +2,924+18.4% | Added |
| TD Private Client Wealth LLC | 18,939 | $51.5K | 0.00% | +17,958+1,830.6% | Added |
| Headlands Technologies LLC | 19,357 | $52.7K | 0.01% | +19,357 | New |
| Snowden Capital Advisors LLC | 19,415 | $52.8K | 0.00% | −3,369−14.8% | Reduced |
| New Republic Capital, LLC | 19,883 | $54.1K | 0.04% | +19,883 | New |
| Park Circle Co | 20,000 | $54.4K | 0.05% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 20,030 | $54.5K | 0.02% | +89+0.4% | Added |
| Riversedge Advisors, LLC | 20,078 | $54.6K | 0.01% | +2,834+16.4% | Added |
| D'Orazio & Associates, Inc. | 20,293 | $55.2K | 0.01% | −2,501−11.0% | Reduced |
| Catalina Capital Group, LLC | 20,378 | $55.4K | 0.02% | +1,441+7.6% | Added |
| Guggenheim Capital LLC | 20,498 | $55.8K | 0.00% | +20,498 | New |
| Retirement Planning Co of New England, Inc. | 20,552 | $55.9K | 0.03% | +4,022+24.3% | Added |
| National Asset Management, Inc. | 20,690 | $56.3K | 0.00% | −1,169−5.3% | Reduced |
| GeoWealth Management, LLC | 20,855 | $56.7K | 0.00% | +2,642+14.5% | Added |
| Virtu Financial LLC | 20,931 | $57.0K | 0.00% | −163,898−88.7% | Reduced |
| Fortress Private Ledger, LLC | 21,108 | $57.4K | 0.04% | +21,108 | New |
| EverSource Wealth Advisors, LLC | 21,237 | $57.8K | 0.00% | +1,249+6.2% | Added |
| Keel Point, LLC | 21,612 | $58.8K | 0.00% | −3,293−13.2% | Reduced |
| Petros Family Wealth, LLC | 21,655 | $58.9K | 0.06% | +21,655 | New |
| Peapack Gladstone Financial Corp | 22,001 | $60.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 22,197 | $60.4K | 0.00% | +1,782+8.7% | Added |
| Abel Hall, LLC | 22,249 | $60.5K | 0.04% | −1,902−7.9% | Reduced |
| Great Diamond Partners, LLC | 22,365 | $60.8K | 0.02% | +159+0.7% | Added |
| Cooper Financial Group | 22,448 | $61.1K | 0.01% | +5,597+33.2% | Added |
| Ariadne Wealth Management, LP | 19,770 | $61.3K | 0.03% | −1,512−7.1% | Reduced |
| Lindbrook Capital, LLC | 22,639 | $61.6K | 0.01% | −2,486−9.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 22,777 | $62.0K | 0.02% | +786+3.6% | Added |
| West Family Investments, Inc. | 23,316 | $63.4K | 0.02% | −659−2.7% | Reduced |
| Trust Point Inc. | 23,620 | $64.2K | 0.00% | −2,607−9.9% | Reduced |
| Sage Mountain Advisors LLC | 23,683 | $64.4K | 0.00% | −3,843−14.0% | Reduced |
| Choate Investment Advisors | 23,758 | $64.6K | 0.00% | +23,758 | New |
| Virtue Capital Management, LLC | 23,802 | $64.7K | 0.01% | −373−1.5% | Reduced |
| Scotia Capital Inc. | 24,010 | $65.3K | 0.00% | −26,874−52.8% | Reduced |
| Impact Capital Partners LLC | 24,345 | $66.2K | 0.02% | +24,345 | New |
| Keynote Financial Services LLC | 24,400 | $66.4K | 0.05% | −200−0.8% | Reduced |
| Marino, Stram & Associates LLC | 24,503 | $66.6K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 24,665 | $67.1K | 0.01% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 24,714 | $67.2K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 24,841 | $67.6K | 0.01% | +1,746+7.6% | Added |
| TCG Advisory Services, LLC | 24,890 | $67.7K | 0.00% | −382−1.5% | Reduced |
| Hilltop Holdings Inc. | 25,225 | $68.6K | 0.00% | −839−3.2% | Reduced |
| Lifeworks Advisors, LLC | 25,242 | $68.7K | 0.01% | −1,643−6.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,425 | $69.2K | 0.00% | +7,020+38.1% | Added |
| Coldstream Capital Management Inc | 25,791 | $70.2K | 0.00% | −9,407−26.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 26,110 | $71.0K | 0.00% | −7,822−23.1% | Reduced |
| Copperleaf Capital, LLC | 26,901 | $73.2K | 0.05% | +2,260+9.2% | Added |
| Lazari Capital Management, Inc. | 26,908 | $73.2K | 0.03% | +6,517+32.0% | Added |
| Investors Research Corp | 27,135 | $73.8K | 0.02% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 27,901 | $75.9K | 0.04% | +27,901 | New |
| Sage Investment Counsel LLC | 28,000 | $76.2K | 0.10% | +28,000 | New |
| Whittier Trust Co of Nevada Inc | 28,252 | $76.8K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 28,263 | $76.9K | 0.03% | +722+2.6% | Added |
| Summit Financial, LLC | 29,010 | $78.9K | 0.00% | +29,010 | New |
| Wedmont Private Capital | 30,629 | $79.0K | 0.00% | +1,561+5.4% | Added |
| ICONIQ Capital, LLC | 29,752 | $80.9K | 0.00% | −18,339−38.1% | Reduced |
| AlphaMark Advisors, LLC | 29,862 | $81.0K | 0.04% | +1,885+6.7% | Added |
| Procyon Private Wealth Partners, LLC | 30,454 | $82.8K | 0.01% | −8,410−21.6% | Reduced |
| TT Capital Management LLC | 29,471 | $83.3K | 0.07% | +29,471 | New |
| Diversify Advisory Services, LLC | 32,684 | $84.3K | 0.00% | −2,620−7.4% | Reduced |
| Brown Advisory Inc | 31,798 | $86.5K | 0.00% | +31,798 | New |
| Prospera Financial Services Inc | 32,314 | $87.9K | 0.00% | −6,811−17.4% | Reduced |
| Savant Capital, LLC | 32,987 | $89.7K | 0.00% | −8,532−20.5% | Reduced |
| Crumly & Associates Inc. | 33,278 | $90.5K | 0.02% | +8,042+31.9% | Added |
| Prudent Man Advisors, LLC | 34,326 | $93.4K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 34,441 | $93.7K | 0.03% | −2,094−5.7% | Reduced |