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 |
|---|---|---|---|---|---|
| US Bancorp | 811,051 | $2.21M | 0.00% | +53,715+7.1% | Added |
| Ameriprise Financial Inc | 829,957 | $2.26M | 0.00% | −12,994−1.5% | 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 |
| Henry James International Management, Inc. | 905,870 | $2.46M | 0.89% | −2,823−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 912,577 | $2.48M | 0.01% | +183,484+25.2% | Added |
| Semmax Financial Advisors Inc. | 786,729 | $2.52M | 0.67% | +17,964+2.3% | Added |
| Creative Planning | 976,297 | $2.66M | 0.00% | +24,048+2.5% | Added |
| Optiver Holding B.V. | 988,395 | $2.69M | 0.09% | +204,993+26.2% | Added |
| Oppenheimer Asset Management Inc. | 991,970 | $2.70M | 0.03% | −30,707−3.0% | Reduced |
| AMG National Trust Bank | 1,002,482 | $2.73M | 0.08% | +540.0% | Added |
| Morningstar Investment Services LLC | 1,013,242 | $2.76M | 0.25% | −8,453,729−89.3% | Reduced |
| Royal Bank of Canada | 1,018,634 | $2.77M | 0.00% | +248,169+32.2% | Added |
| Advisors Management Group Inc | 1,032,740 | $2.81M | 0.66% | −24,034−2.3% | Reduced |
| Franklin Resources Inc | 1,039,984 | $2.83M | 0.00% | −45,499−4.2% | Reduced |
| UBS Group AG | 1,042,838 | $2.84M | 0.00% | −15,109−1.4% | Reduced |
| Logan Capital Management Inc | 1,078,041 | $2.93M | 0.12% | +18,584+1.8% | Added |
| Stifel Financial Corp | 1,100,314 | $2.99M | 0.00% | −36,654−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,126,422 | $3.06M | 0.00% | +70,838+6.7% | Added |
| Timber Creek Capital Management LLC | 1,192,663 | $3.24M | 0.94% | +7,384+0.6% | Added |
| Citigroup Inc | 1,195,799 | $3.25M | 0.00% | −508,144−29.8% | Reduced |
| Cetera Investment Advisers | 1,238,520 | $3.37M | 0.01% | −1690.0% | Reduced |
| Ritholtz Wealth Management | 1,247,720 | $3.39M | 0.10% | −231,254−15.6% | Reduced |
| Mercer Global Advisors Inc | 1,322,198 | $3.60M | 0.01% | +280,214+26.9% | Added |
| Ethic Inc. | 1,431,036 | $3.89M | 0.08% | −165,583−10.4% | Reduced |
| Natixis Advisors, L.P. | 1,474,286 | $4.01M | 0.01% | +17,387+1.2% | Added |
| MML Investors Services, LLC | 1,476,211 | $4.01M | 0.01% | −6,581−0.4% | Reduced |
| TownSquare Capital, LLC | 1,531,180 | $4.16M | 0.05% | +13,069+0.9% | Added |
| LPL Financial LLC | 1,880,185 | $5.11M | 0.00% | −79,347−4.0% | Reduced |
| Norges Bank | 2,000,000 | $5.44M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,311,003 | $6.29M | 0.00% | −4,348,626−65.3% | Reduced |
| QRG Capital Management, Inc. | 2,372,753 | $6.45M | 0.07% | +411,616+21.0% | Added |
| Bard Financial Services, Inc. | 2,426,305 | $6.60M | 0.79% | +13,500+0.6% | Added |
| CIBC World Markets Inc. | 3,616,908 | $9.84M | 0.02% | +144,945+4.2% | Added |
| Raymond James Financial Inc | 4,127,209 | $11.2M | 0.00% | +4,127,209 | New |
| O'Shaughnessy Asset Management, LLC | 4,370,608 | $11.9M | 0.10% | −516,922−10.6% | Reduced |
| Cowen Investment Management LLC | 4,421,183 | $12.0M | 100.00% | 00.0% | Unchanged |
| Janney Capital Management LLC | 4,685,732 | $12.7M | 0.84% | −88,138−1.8% | Reduced |
| Crossmark Global Holdings, Inc. | 4,813,230 | $13.1M | 0.24% | −80,833−1.7% | Reduced |
| First Eagle Investment Management, LLC | 5,601,459 | $15.2M | 0.03% | +150,178+2.8% | Added |
| Wells Fargo & Company | 6,090,946 | $16.6M | 0.00% | −245,863−3.9% | Reduced |
| American Century Companies Inc | 6,611,908 | $18.0M | 0.01% | +604,924+10.1% | Added |
| Millennium Management LLC | 7,098,940 | $19.3M | 0.02% | +4,914,680+225.0% | Added |
| BlackRock, Inc. | 7,971,068 | $21.7M | 0.00% | −33,379−0.4% | Reduced |
| Envestnet Asset Management Inc | 9,629,551 | $26.2M | 0.01% | −276,214−2.8% | Reduced |
| Bank of America Corp | 11,114,348 | $30.2M | 0.00% | −3,104,353−21.8% | Reduced |
| CIBC Private Wealth Group, LLC | 12,395,541 | $32.8M | 0.06% | −159,641−1.3% | Reduced |
| Northern Trust Corp | 15,604,325 | $42.4M | 0.01% | +4,021,039+34.7% | Added |
| Dimensional Fund Advisors LP | 16,404,259 | $44.6M | 0.01% | +453,326+2.8% | Added |
| L1 Capital Pty Ltd | 93,653,671 | $51.3M | 4.39% | +93,653,671 | New |
| Clearbridge Investments, LLC | 21,754,568 | $59.2M | 0.05% | −4,103,335−15.9% | Reduced |
| Morgan Stanley | 21,757,620 | $59.2M | 0.00% | +2,001,751+10.1% | Added |
| Goldman Sachs Group Inc | 22,756,954 | $61.9M | 0.01% | −610,156−2.6% | Reduced |
| FMR LLC | 24,850,757 | $67.6M | 0.00% | +5,570,723+28.9% | Added |
| Arrowstreet Capital, Limited Partnership | 26,669,053 | $72.5M | 0.06% | +2,713,559+11.3% | Added |
| Mondrian Investment Partners LTD | 72,734,284 | $221.8M | 3.67% | −1,227,331−1.7% | Reduced |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −668,738−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −269,710−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −262,011−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −131,285−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −94,542−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −74,465−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −31,037−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −25,251−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −25,113−100.0% | Sold out |
| Sterling Financial Group, Inc. | 0 | $0 | 0.00% | −17,206−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −15,281−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −15,242−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −14,746−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −14,584−100.0% | Sold out |
| Sentinus, LLC | 0 | $0 | 0.00% | −12,487−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −11,916−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −10,864−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −3,456−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −1,897−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −22,620−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Sweet Financial Partners, LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |