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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 210,113 | $571.5K | 0.06% | +33,205+18.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 207,737 | $565.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 206,990 | $563.0K | 0.00% | +57,562+38.5% | Added |
| Voya Financial Advisors, Inc. | 203,747 | $554.2K | 0.06% | +7,868+4.0% | Added |
| Legacy Wealth Asset Management, LLC | 200,926 | $546.5K | 0.15% | −1,413−0.7% | Reduced |
| Qtron Investments LLC | 200,827 | $546.2K | 0.08% | −46,165−18.7% | Reduced |
| Edge Wealth Management LLC | 200,000 | $544.0K | 0.11% | 00.0% | Unchanged |
| Intrust Bank NA | 195,878 | $532.8K | 0.05% | −18,317−8.6% | Reduced |
| The PNC Financial Services Group, Inc. | 192,488 | $523.6K | 0.00% | +2,144+1.1% | Added |
| Yousif Capital Management, LLC | 188,968 | $514.0K | 0.01% | −56,000−22.9% | Reduced |
| Forum Financial Management, LP | 181,796 | $494.5K | 0.01% | +47,752+35.6% | Added |
| Northwestern Mutual Wealth Management Co | 171,476 | $466.4K | 0.00% | +67,625+65.1% | Added |
| Rhumbline Advisers | 171,189 | $465.6K | 0.00% | −288−0.2% | Reduced |
| Gallacher Capital Management LLC | 170,517 | $463.8K | 0.23% | +1,895+1.1% | Added |
| Quadrant Capital Group LLC | 168,723 | $458.9K | 0.03% | +158+0.1% | Added |
| Jones Financial Companies LLLP | 167,816 | $456.5K | 0.00% | +24,478+17.1% | Added |
| Mangrove Partners | 165,292 | $449.6K | 0.05% | +165,292 | New |
| Advisor Group Holdings, Inc. | 160,662 | $437.0K | 0.00% | −33,891−17.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 159,560 | $434.0K | 0.06% | +11,279+7.6% | Added |
| Mount Yale Investment Advisors, LLC | 159,409 | $433.6K | 0.04% | −16,952−9.6% | Reduced |
| Atomi Financial Group, Inc. | 157,662 | $428.8K | 0.02% | −133,725−45.9% | Reduced |
| Stephens Inc | 157,627 | $428.7K | 0.01% | +4,553+3.0% | Added |
| BNP Paribas Arbitrage, SA | 157,614 | $428.7K | 0.00% | −174,036−52.5% | Reduced |
| Pinnacle Associates Ltd | 156,070 | $424.5K | 0.01% | −1,135−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 155,853 | $423.9K | 0.00% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 155,300 | $422.4K | 0.21% | +155,300 | New |
| Cable Hill Partners, LLC | 150,531 | $409.4K | 0.04% | −14,702−8.9% | Reduced |
| Janney Montgomery Scott LLC | 148,825 | $405.0K | 0.00% | −59,614−28.6% | Reduced |
| Syon Capital LLC | 143,703 | $390.9K | 0.04% | +27,652+23.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 139,686 | $379.9K | 0.12% | +41,868+42.8% | Added |
| We Are One Seven, LLC | 138,312 | $376.2K | 0.01% | +9,199+7.1% | Added |
| Ballentine Partners, LLC | 137,574 | $374.2K | 0.01% | −9,919−6.7% | Reduced |
| Commonwealth Equity Services, LLC | 133,936 | $364.0K | 0.00% | −16,675−11.1% | Reduced |
| Kathmere Capital Management, LLC | 133,556 | $363.3K | 0.03% | −43,886−24.7% | Reduced |
| Quantbot Technologies LP | 133,398 | $362.8K | 0.01% | +106,128+389.2% | Added |
| Ronald Blue Trust, Inc. | 131,362 | $357.3K | 0.00% | −80,063−37.9% | Reduced |
| Aaron Wealth Advisors | 131,160 | $356.8K | 0.04% | +10,647+8.8% | Added |
| Pacer Advisors, Inc. | 129,000 | $350.9K | 0.00% | −3,698−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 126,935 | $345.0K | 0.00% | −7,731−5.7% | Reduced |
| Evergreen Capital Management LLC | 125,809 | $342.2K | 0.01% | +4,374+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 125,225 | $340.6K | 0.00% | +68,064+119.1% | Added |
| CI Private Wealth, LLC | 124,011 | $337.3K | 0.00% | −8,830−6.6% | Reduced |
| Apollon Wealth Management, LLC | 122,641 | $333.6K | 0.01% | +3,346+2.8% | Added |
| United Capital Financial Advisers, LLC | 120,680 | $328.2K | 0.00% | −3,385−2.7% | Reduced |
| AQR Capital Management LLC | 117,474 | $319.5K | 0.00% | −30,100−20.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 117,838 | $316.4K | 0.00% | +12,543+11.9% | Added |
| Wealth Alliance | 114,591 | $311.7K | 0.04% | +5,472+5.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 113,216 | $306.2K | 0.00% | +24,873+28.2% | Added |
| Knights of Columbus Asset Advisors LLC | 112,314 | $305.5K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 109,799 | $298.7K | 0.00% | +3,728+3.5% | Added |
| Glenmede Trust Co NA | 107,371 | $292.0K | 0.00% | −23,888−18.2% | Reduced |
| Advisory Services Network, LLC | 100,951 | $274.6K | 0.01% | +12,317+13.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 100,737 | $274.0K | 0.00% | −349,454−77.6% | Reduced |
| Koss-Olinger Consulting, LLC | 100,606 | $274.0K | 0.02% | +80,335+396.3% | Added |
| Aegis Wealth Management LLC | 98,975 | $269.2K | 0.18% | +98,975 | New |
| Cetera Trust Company, N.A | 97,075 | $264.0K | 0.17% | +7,600+8.5% | Added |
| Continuum Advisory, LLC | 95,882 | $260.8K | 0.03% | +4,585+5.0% | Added |
| Integrated Wealth Concepts LLC | 95,248 | $259.1K | 0.00% | −2,737−2.8% | Reduced |
| Portside Wealth Group, LLC | 94,052 | $255.8K | 0.04% | +5,188+5.8% | Added |
| Russell Investments Group, Ltd. | 94,021 | $255.7K | 0.00% | +11,478+13.9% | Added |
| Sepio Capital, LP | 93,484 | $254.3K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 92,925 | $252.8K | 0.00% | −929−1.0% | Reduced |
| Cypress Wealth Services, LLC | 91,404 | $248.6K | 0.05% | −2,086−2.2% | Reduced |
| Eqis Capital Management, Inc. | 89,264 | $242.8K | 0.02% | +17,143+23.8% | Added |
| World Equity Group, Inc. | 87,146 | $237.0K | 0.05% | +50,020+134.7% | Added |
| Bryn Mawr Trust Co | 83,521 | $227.2K | 0.00% | −391−0.5% | Reduced |
| May Hill Capital, LLC | 83,483 | $227.1K | 0.09% | +83,483 | New |
| Foundations Investment Advisors, LLC | 82,007 | $223.1K | 0.00% | −2,085−2.5% | Reduced |
| Smartleaf Asset Management LLC | 80,761 | $219.7K | 0.02% | +20,790+34.7% | Added |
| Kestra Advisory Services, LLC | 79,951 | $217.5K | 0.00% | +9,591+13.6% | Added |
| Callan Family Office, LLC | 79,676 | $216.7K | 0.01% | +79,676 | New |
| Norden Group LLC | 79,472 | $216.2K | 0.02% | +189+0.2% | Added |
| First Affirmative Financial Network | 79,447 | $216.1K | 0.12% | −10,061−11.2% | Reduced |
| Eagle Rock Investment Company, LLC | 77,176 | $209.9K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 77,115 | $209.8K | 0.01% | +5,003+6.9% | Added |
| Anchor Investment Management, LLC | 76,000 | $206.7K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 75,390 | $205.1K | 0.02% | −7,596−9.2% | Reduced |
| RSM US Wealth Management LLC | 75,380 | $205.0K | 0.00% | −19,740−20.8% | Reduced |
| Callan Capital, LLC | 75,273 | $204.7K | 0.01% | −22,071−22.7% | Reduced |
| Independent Advisor Alliance | 75,049 | $204.1K | 0.00% | +3,420+4.8% | Added |
| Blue Barn Wealth, LLC | 74,161 | $201.7K | 0.11% | −8,288−10.1% | Reduced |
| Aprio Wealth Management, LLC | 73,027 | $198.6K | 0.03% | −4,384−5.7% | Reduced |
| Allworth Financial LP | 63,112 | $190.0K | 0.00% | +41,879+197.2% | Added |
| Financial Advocates Investment Management | 69,271 | $188.4K | 0.01% | +10,723+18.3% | Added |
| Dorsey & Whitney Trust CO LLC | 69,252 | $188.4K | 0.01% | −3,606−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 68,168 | $185.4K | 0.00% | +2,848+4.4% | Added |
| Aspen Grove Capital, LLC | 67,493 | $183.6K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 67,085 | $182.5K | 0.00% | +67,085 | New |
| Sivia Capital Partners, LLC | 66,836 | $181.8K | 0.09% | −1,571−2.3% | Reduced |
| Prosperity Consulting Group, LLC | 66,337 | $180.4K | 0.01% | +5,111+8.3% | Added |
| Beverly Hills Private Wealth, LLC | 65,159 | $177.2K | 0.04% | +65,159 | New |
| Atria Wealth Solutions, Inc. | 64,723 | $176.0K | 0.00% | +15,425+31.3% | Added |
| Five Oceans Advisors | 64,603 | $175.7K | 0.08% | +8,891+16.0% | Added |
| Toronto Dominion Bank | 63,475 | $173.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 63,152 | $171.8K | 0.00% | +7,575+13.6% | Added |
| Alliance Wealth Advisors, LLC | 62,527 | $170.1K | 0.10% | −933−1.5% | Reduced |
| Icon Wealth Advisors, LLC | 62,466 | $169.9K | 0.01% | −691−1.1% | Reduced |
| Papamarkou Wellner Asset Management inc. | 61,650 | $167.7K | 0.12% | +61,650 | New |
| Perigon Wealth Management, LLC | 58,794 | $166.4K | 0.00% | +1,578+2.8% | Added |
| Thrivent Financial for Lutherans | 60,071 | $166.0K | 0.00% | +1,383+2.4% | Added |