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 |
|---|---|---|---|---|---|
| Cetera Trust Company, N.A | 97,075 | $264.0K | 0.17% | +7,600+8.5% | Added |
| Aegis Wealth Management LLC | 98,975 | $269.2K | 0.18% | +98,975 | New |
| Koss-Olinger Consulting, LLC | 100,606 | $274.0K | 0.02% | +80,335+396.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 100,737 | $274.0K | 0.00% | −349,454−77.6% | Reduced |
| Advisory Services Network, LLC | 100,951 | $274.6K | 0.01% | +12,317+13.9% | Added |
| Glenmede Trust Co NA | 107,371 | $292.0K | 0.00% | −23,888−18.2% | Reduced |
| Resources Investment Advisors, LLC. | 109,799 | $298.7K | 0.00% | +3,728+3.5% | Added |
| Knights of Columbus Asset Advisors LLC | 112,314 | $305.5K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 113,216 | $306.2K | 0.00% | +24,873+28.2% | Added |
| Wealth Alliance | 114,591 | $311.7K | 0.04% | +5,472+5.0% | Added |
| Allspring Global Investments Holdings, LLC | 117,838 | $316.4K | 0.00% | +12,543+11.9% | Added |
| AQR Capital Management LLC | 117,474 | $319.5K | 0.00% | −30,100−20.4% | Reduced |
| United Capital Financial Advisers, LLC | 120,680 | $328.2K | 0.00% | −3,385−2.7% | Reduced |
| Apollon Wealth Management, LLC | 122,641 | $333.6K | 0.01% | +3,346+2.8% | Added |
| CI Private Wealth, LLC | 124,011 | $337.3K | 0.00% | −8,830−6.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 125,225 | $340.6K | 0.00% | +68,064+119.1% | Added |
| Evergreen Capital Management LLC | 125,809 | $342.2K | 0.01% | +4,374+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 126,935 | $345.0K | 0.00% | −7,731−5.7% | Reduced |
| Pacer Advisors, Inc. | 129,000 | $350.9K | 0.00% | −3,698−2.8% | Reduced |
| Aaron Wealth Advisors | 131,160 | $356.8K | 0.04% | +10,647+8.8% | Added |
| Ronald Blue Trust, Inc. | 131,362 | $357.3K | 0.00% | −80,063−37.9% | Reduced |
| Quantbot Technologies LP | 133,398 | $362.8K | 0.01% | +106,128+389.2% | Added |
| Kathmere Capital Management, LLC | 133,556 | $363.3K | 0.03% | −43,886−24.7% | Reduced |
| Commonwealth Equity Services, LLC | 133,936 | $364.0K | 0.00% | −16,675−11.1% | Reduced |
| Ballentine Partners, LLC | 137,574 | $374.2K | 0.01% | −9,919−6.7% | Reduced |
| We Are One Seven, LLC | 138,312 | $376.2K | 0.01% | +9,199+7.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 139,686 | $379.9K | 0.12% | +41,868+42.8% | Added |
| Syon Capital LLC | 143,703 | $390.9K | 0.04% | +27,652+23.8% | Added |
| Janney Montgomery Scott LLC | 148,825 | $405.0K | 0.00% | −59,614−28.6% | Reduced |
| Cable Hill Partners, LLC | 150,531 | $409.4K | 0.04% | −14,702−8.9% | Reduced |
| Integrated Quantitative Investments LLC | 155,300 | $422.4K | 0.21% | +155,300 | New |
| Public Employees Retirement System of Ohio | 155,853 | $423.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 156,070 | $424.5K | 0.01% | −1,135−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 157,614 | $428.7K | 0.00% | −174,036−52.5% | Reduced |
| Stephens Inc | 157,627 | $428.7K | 0.01% | +4,553+3.0% | Added |
| Atomi Financial Group, Inc. | 157,662 | $428.8K | 0.02% | −133,725−45.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 159,409 | $433.6K | 0.04% | −16,952−9.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 159,560 | $434.0K | 0.06% | +11,279+7.6% | Added |
| Advisor Group Holdings, Inc. | 160,662 | $437.0K | 0.00% | −33,891−17.4% | Reduced |
| Mangrove Partners | 165,292 | $449.6K | 0.05% | +165,292 | New |
| Jones Financial Companies LLLP | 167,816 | $456.5K | 0.00% | +24,478+17.1% | Added |
| Quadrant Capital Group LLC | 168,723 | $458.9K | 0.03% | +158+0.1% | Added |
| Gallacher Capital Management LLC | 170,517 | $463.8K | 0.23% | +1,895+1.1% | Added |
| Rhumbline Advisers | 171,189 | $465.6K | 0.00% | −288−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 171,476 | $466.4K | 0.00% | +67,625+65.1% | Added |
| Forum Financial Management, LP | 181,796 | $494.5K | 0.01% | +47,752+35.6% | Added |
| Yousif Capital Management, LLC | 188,968 | $514.0K | 0.01% | −56,000−22.9% | Reduced |
| The PNC Financial Services Group, Inc. | 192,488 | $523.6K | 0.00% | +2,144+1.1% | Added |
| Intrust Bank NA | 195,878 | $532.8K | 0.05% | −18,317−8.6% | Reduced |
| Edge Wealth Management LLC | 200,000 | $544.0K | 0.11% | 00.0% | Unchanged |
| Qtron Investments LLC | 200,827 | $546.2K | 0.08% | −46,165−18.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 200,926 | $546.5K | 0.15% | −1,413−0.7% | Reduced |
| Voya Financial Advisors, Inc. | 203,747 | $554.2K | 0.06% | +7,868+4.0% | Added |
| Invesco Ltd. | 206,990 | $563.0K | 0.00% | +57,562+38.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 207,737 | $565.0K | 0.00% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 210,113 | $571.5K | 0.06% | +33,205+18.8% | Added |
| Wetherby Asset Management Inc | 211,208 | $574.5K | 0.03% | −9,705−4.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 212,856 | $579.0K | 0.00% | +212,856 | New |
| Private Advisor Group, LLC | 221,282 | $601.9K | 0.00% | −970.0% | Reduced |
| Sanctuary Advisors, LLC | 196,260 | $606.4K | 0.00% | −1,827−0.9% | Reduced |
| XTX Topco Ltd | 233,130 | $634.1K | 0.05% | −168,606−42.0% | Reduced |
| Ellevest, Inc. | 233,580 | $635.3K | 0.04% | −50,916−17.9% | Reduced |
| Ativo Capital Management LLC | 249,184 | $677.8K | 0.67% | +249,184 | New |
| Lockheed Martin Investment Management Co | 264,000 | $718.1K | 0.03% | −50,680−16.1% | Reduced |
| Two Sigma Securities, LLC | 276,209 | $751.3K | 0.14% | +190,159+221.0% | Added |
| Susquehanna International Group, LLP | 280,147 | $762.0K | 0.00% | +165,417+144.2% | Added |
| Bank of Montreal | 281,110 | $764.6K | 0.00% | −16,077−5.4% | Reduced |
| Principal Securities, Inc. | 288,773 | $785.5K | 0.02% | −3,747−1.3% | Reduced |
| Park Avenue Securities LLC | 288,877 | $786.0K | 0.01% | +39,685+15.9% | Added |
| HRT Financial LP | 289,356 | $787.0K | 0.00% | +289,356 | New |
| Signaturefd, LLC | 293,350 | $797.9K | 0.02% | −1,796−0.6% | Reduced |
| Citadel Advisors LLC | 300,774 | $818.1K | 0.00% | −593,622−66.4% | Reduced |
| Atria Investments LLC | 307,460 | $836.3K | 0.01% | +574+0.2% | Added |
| Vident Advisory, LLC | 315,869 | $859.2K | 0.02% | −46,598−12.9% | Reduced |
| HF Advisory Group, LLC | 343,028 | $933.0K | 0.43% | +12,258+3.7% | Added |
| Twin City Private Wealth, LLC | 356,516 | $969.7K | 0.86% | +951+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 360,671 | $981.0K | 0.00% | +712+0.2% | Added |
| Naviter Wealth, LLC | 369,006 | $1.00M | 0.12% | +3,155+0.9% | Added |
| Global Retirement Partners, LLC | 421,123 | $1.15M | 0.03% | +17,166+4.2% | Added |
| Truist Financial Corp | 453,705 | $1.23M | 0.00% | +18,616+4.3% | Added |
| Vestmark Advisory Solutions, Inc. | 456,220 | $1.24M | 0.04% | +1,613+0.4% | Added |
| NewEdge Wealth, LLC | 456,249 | $1.24M | 0.02% | +1,639+0.4% | Added |
| Neuberger Berman Group LLC | 462,639 | $1.26M | 0.00% | −944,956−67.1% | Reduced |
| CAPROCK Group, Inc. | 481,940 | $1.31M | 0.04% | −25,458−5.0% | Reduced |
| Pathstone Holdings, LLC | 548,532 | $1.49M | 0.01% | +28,973+5.6% | Added |
| First Trust Advisors LP | 589,337 | $1.60M | 0.00% | +172,457+41.4% | Added |
| SEI Investments Co | 623,142 | $1.70M | 0.00% | −4,661−0.7% | Reduced |
| JustInvest LLC | 626,703 | $1.70M | 0.03% | +26,205+4.4% | Added |
| English Capital Management LLC | 629,115 | $1.71M | 1.30% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 632,127 | $1.72M | 0.01% | +24,392+4.0% | Added |
| Assetmark, Inc | 640,202 | $1.74M | 0.00% | +620,325+3,120.8% | Added |
| Jane Street Group, LLC | 646,277 | $1.76M | 0.00% | +336,674+108.7% | Added |
| Old Mission Capital LLC | 650,923 | $1.77M | 0.04% | −77,064−10.6% | Reduced |
| Cerity Partners LLC | 626,459 | $1.88M | 0.00% | −61,374−8.9% | Reduced |
| Mariner, LLC | 742,092 | $2.02M | 0.00% | +121,259+19.5% | Added |
| HighTower Advisors, LLC | 750,542 | $2.04M | 0.00% | −155,159−17.1% | Reduced |
| Drucker Wealth 3.0, LLC | 752,768 | $2.05M | 0.47% | −16,314−2.1% | Reduced |
| Renaissance Technologies LLC | 762,340 | $2.07M | 0.00% | +309,840+68.5% | Added |
| CoreCap Advisors, LLC | 762,526 | $2.07M | 0.09% | −33,950−4.3% | Reduced |
| Bank of New York Mellon Corp | 801,712 | $2.18M | 0.00% | +9,945+1.3% | Added |