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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 34,572 | $94.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34,693 | $94.4K | 0.00% | +7,757+28.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 35,394 | $96.3K | 0.06% | −6,416−15.3% | Reduced |
| Diversify Wealth Management, LLC | 37,340 | $96.3K | 0.01% | −3,609−8.8% | Reduced |
| Lido Advisors, LLC | 35,746 | $97.2K | 0.00% | +5,970+20.0% | Added |
| Platform Technology Partners | 35,857 | $97.5K | 0.03% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 36,407 | $99.0K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 36,861 | $100.3K | 0.02% | +547+1.5% | Added |
| Optas, LLC | 36,907 | $100.4K | 0.02% | −5,448−12.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 38,048 | $103.5K | 0.04% | −441−1.1% | Reduced |
| Change Path, LLC | 38,305 | $104.2K | 0.00% | −4,676−10.9% | Reduced |
| Rehmann Capital Advisory Group | 38,339 | $104.3K | 0.01% | +3,451+9.9% | Added |
| HB Wealth Management, LLC | 38,483 | $104.7K | 0.00% | +18,052+88.4% | Added |
| Hoxton Planning & Management, LLC | 39,147 | $106.5K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 39,742 | $108.1K | 0.01% | −779−1.9% | Reduced |
| Legacy Financial Advisors, Inc. | 39,842 | $108.4K | 0.02% | −4,266−9.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 40,168 | $109.3K | 0.00% | −258−0.6% | Reduced |
| SG Americas Securities, LLC | 40,553 | $110.0K | 0.00% | +40,553 | New |
| Drive Wealth Management, LLC | 40,454 | $110.0K | 0.03% | −588−1.4% | Reduced |
| Boston Private Wealth LLC | 41,165 | $112.0K | 0.00% | +41,165 | New |
| Clarius Group, LLC | 41,874 | $113.9K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 41,924 | $114.0K | 0.07% | 00.0% | Unchanged |
| BSW Wealth Partners | 41,939 | $114.1K | 0.02% | +4,903+13.2% | Added |
| Parallel Advisors, LLC | 42,215 | $114.8K | 0.00% | −7,686−15.4% | Reduced |
| Sage Rhino Capital LLC | 42,437 | $115.4K | 0.03% | +760+1.8% | Added |
| Wealthstream Advisors, Inc. | 42,641 | $116.0K | 0.02% | +1,798+4.4% | Added |
| Bruce G. Allen Investments, LLC | 43,201 | $117.5K | 0.10% | −768−1.7% | Reduced |
| Decatur Capital Management, Inc. | 43,204 | $117.5K | 0.05% | −623−1.4% | Reduced |
| PDS Planning, Inc | 43,429 | $118.1K | 0.01% | +7,649+21.4% | Added |
| Captrust Financial Advisors | 44,783 | $121.8K | 0.00% | −75,007−62.6% | Reduced |
| GAMMA Investing LLC | 46,318 | $126.0K | 0.01% | −6,470−12.3% | Reduced |
| Wallace Advisory Group, LLC | 40,709 | $127.0K | 0.09% | +19,654+93.3% | Added |
| Natural Investments, LLC | 48,891 | $132.0K | 0.04% | +48,891 | New |
| Tranquilli Financial Advisor LLC | 48,814 | $132.8K | 0.08% | −5,877−10.7% | Reduced |
| Brookstone Capital Management | 48,910 | $133.0K | 0.00% | +10,981+29.0% | Added |
| Valeo Financial Advisors, LLC | 49,024 | $133.3K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 49,504 | $134.7K | 0.01% | −4,585−8.5% | Reduced |
| Fort Point Capital Partners LLC | 50,000 | $136.0K | 0.02% | −1,201−2.3% | Reduced |
| one8zero8, LLC | 50,000 | $136.0K | 0.03% | +50,000 | New |
| HSBC Holdings PLC | 50,937 | $138.5K | 0.00% | −13,922−21.5% | Reduced |
| Meriwether Wealth & Planning, LLC | 51,163 | $139.2K | 0.10% | +51,163 | New |
| Schechter Investment Advisors, LLC | 51,495 | $140.1K | 0.01% | −5,417−9.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 51,690 | $140.6K | 0.00% | +6,000+13.1% | Added |
| Checchi Capital Advisers, LLC | 52,804 | $143.6K | 0.01% | −2,783−5.0% | Reduced |
| CWM, LLC | 53,148 | $145.0K | 0.00% | +12,653+31.2% | Added |
| Lake Street Advisors Group, LLC | 54,052 | $147.0K | 0.01% | −2,217−3.9% | Reduced |
| Earnest Partners LLC | 54,224 | $147.5K | 0.00% | +11,939+28.2% | Added |
| M&T Bank Corp | 55,385 | $150.8K | 0.00% | −1,554−2.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 54,259 | $154.6K | 0.01% | −22,125−29.0% | Reduced |
| Axxcess Wealth Management, LLC | 57,077 | $155.3K | 0.00% | −4,383−7.1% | Reduced |
| State Street Corp | 57,724 | $157.0K | 0.00% | −920−1.6% | Reduced |
| Cape Investment Advisory, Inc. | 58,909 | $160.2K | 0.06% | +1,077+1.9% | Added |
| Synovus Financial Corp | 58,936 | $160.3K | 0.00% | −56,296−48.9% | Reduced |
| HighPoint Advisor Group LLC | 51,486 | $161.2K | 0.01% | +2,498+5.1% | Added |
| Gibbs Wealth Management | 60,140 | $163.6K | 0.04% | +13,695+29.5% | Added |
| Fielder Capital Group LLC | 60,993 | $165.9K | 0.05% | +4,366+7.7% | Added |
| Thrivent Financial for Lutherans | 60,071 | $166.0K | 0.00% | +1,383+2.4% | Added |
| Perigon Wealth Management, LLC | 58,794 | $166.4K | 0.00% | +1,578+2.8% | Added |
| Papamarkou Wellner Asset Management inc. | 61,650 | $167.7K | 0.12% | +61,650 | New |
| Icon Wealth Advisors, LLC | 62,466 | $169.9K | 0.01% | −691−1.1% | Reduced |
| Alliance Wealth Advisors, LLC | 62,527 | $170.1K | 0.10% | −933−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 63,152 | $171.8K | 0.00% | +7,575+13.6% | Added |
| Toronto Dominion Bank | 63,475 | $173.0K | 0.00% | 00.0% | Unchanged |
| Five Oceans Advisors | 64,603 | $175.7K | 0.08% | +8,891+16.0% | Added |
| Atria Wealth Solutions, Inc. | 64,723 | $176.0K | 0.00% | +15,425+31.3% | Added |
| Beverly Hills Private Wealth, LLC | 65,159 | $177.2K | 0.04% | +65,159 | New |
| Prosperity Consulting Group, LLC | 66,337 | $180.4K | 0.01% | +5,111+8.3% | Added |
| Sivia Capital Partners, LLC | 66,836 | $181.8K | 0.09% | −1,571−2.3% | Reduced |
| Engineers Gate Manager LP | 67,085 | $182.5K | 0.00% | +67,085 | New |
| Aspen Grove Capital, LLC | 67,493 | $183.6K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 68,168 | $185.4K | 0.00% | +2,848+4.4% | Added |
| Dorsey & Whitney Trust CO LLC | 69,252 | $188.4K | 0.01% | −3,606−4.9% | Reduced |
| Financial Advocates Investment Management | 69,271 | $188.4K | 0.01% | +10,723+18.3% | Added |
| Allworth Financial LP | 63,112 | $190.0K | 0.00% | +41,879+197.2% | Added |
| Aprio Wealth Management, LLC | 73,027 | $198.6K | 0.03% | −4,384−5.7% | Reduced |
| Blue Barn Wealth, LLC | 74,161 | $201.7K | 0.11% | −8,288−10.1% | Reduced |
| Independent Advisor Alliance | 75,049 | $204.1K | 0.00% | +3,420+4.8% | Added |
| Callan Capital, LLC | 75,273 | $204.7K | 0.01% | −22,071−22.7% | Reduced |
| RSM US Wealth Management LLC | 75,380 | $205.0K | 0.00% | −19,740−20.8% | Reduced |
| Marcum Wealth, LLC | 75,390 | $205.1K | 0.02% | −7,596−9.2% | Reduced |
| Anchor Investment Management, LLC | 76,000 | $206.7K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 77,115 | $209.8K | 0.01% | +5,003+6.9% | Added |
| Eagle Rock Investment Company, LLC | 77,176 | $209.9K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 79,447 | $216.1K | 0.12% | −10,061−11.2% | Reduced |
| Norden Group LLC | 79,472 | $216.2K | 0.02% | +189+0.2% | Added |
| Callan Family Office, LLC | 79,676 | $216.7K | 0.01% | +79,676 | New |
| Kestra Advisory Services, LLC | 79,951 | $217.5K | 0.00% | +9,591+13.6% | Added |
| Smartleaf Asset Management LLC | 80,761 | $219.7K | 0.02% | +20,790+34.7% | Added |
| Foundations Investment Advisors, LLC | 82,007 | $223.1K | 0.00% | −2,085−2.5% | Reduced |
| May Hill Capital, LLC | 83,483 | $227.1K | 0.09% | +83,483 | New |
| Bryn Mawr Trust Co | 83,521 | $227.2K | 0.00% | −391−0.5% | Reduced |
| World Equity Group, Inc. | 87,146 | $237.0K | 0.05% | +50,020+134.7% | Added |
| Eqis Capital Management, Inc. | 89,264 | $242.8K | 0.02% | +17,143+23.8% | Added |
| Cypress Wealth Services, LLC | 91,404 | $248.6K | 0.05% | −2,086−2.2% | Reduced |
| Ieq Capital, LLC | 92,925 | $252.8K | 0.00% | −929−1.0% | Reduced |
| Sepio Capital, LP | 93,484 | $254.3K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 94,021 | $255.7K | 0.00% | +11,478+13.9% | Added |
| Portside Wealth Group, LLC | 94,052 | $255.8K | 0.04% | +5,188+5.8% | Added |
| Integrated Wealth Concepts LLC | 95,248 | $259.1K | 0.00% | −2,737−2.8% | Reduced |
| Continuum Advisory, LLC | 95,882 | $260.8K | 0.03% | +4,585+5.0% | Added |