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 |
|---|---|---|---|---|---|
| Fielder Capital Group LLC | 60,993 | $165.9K | 0.05% | +4,366+7.7% | Added |
| Gibbs Wealth Management | 60,140 | $163.6K | 0.04% | +13,695+29.5% | Added |
| HighPoint Advisor Group LLC | 51,486 | $161.2K | 0.01% | +2,498+5.1% | Added |
| Synovus Financial Corp | 58,936 | $160.3K | 0.00% | −56,296−48.9% | Reduced |
| Cape Investment Advisory, Inc. | 58,909 | $160.2K | 0.06% | +1,077+1.9% | Added |
| State Street Corp | 57,724 | $157.0K | 0.00% | −920−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 57,077 | $155.3K | 0.00% | −4,383−7.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 54,259 | $154.6K | 0.01% | −22,125−29.0% | Reduced |
| M&T Bank Corp | 55,385 | $150.8K | 0.00% | −1,554−2.7% | Reduced |
| Earnest Partners LLC | 54,224 | $147.5K | 0.00% | +11,939+28.2% | Added |
| Lake Street Advisors Group, LLC | 54,052 | $147.0K | 0.01% | −2,217−3.9% | Reduced |
| CWM, LLC | 53,148 | $145.0K | 0.00% | +12,653+31.2% | Added |
| Checchi Capital Advisers, LLC | 52,804 | $143.6K | 0.01% | −2,783−5.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 51,690 | $140.6K | 0.00% | +6,000+13.1% | Added |
| Schechter Investment Advisors, LLC | 51,495 | $140.1K | 0.01% | −5,417−9.5% | Reduced |
| Meriwether Wealth & Planning, LLC | 51,163 | $139.2K | 0.10% | +51,163 | New |
| HSBC Holdings PLC | 50,937 | $138.5K | 0.00% | −13,922−21.5% | 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 |
| Ascent Group, LLC | 49,504 | $134.7K | 0.01% | −4,585−8.5% | Reduced |
| Valeo Financial Advisors, LLC | 49,024 | $133.3K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 48,910 | $133.0K | 0.00% | +10,981+29.0% | Added |
| Tranquilli Financial Advisor LLC | 48,814 | $132.8K | 0.08% | −5,877−10.7% | Reduced |
| Natural Investments, LLC | 48,891 | $132.0K | 0.04% | +48,891 | New |
| Wallace Advisory Group, LLC | 40,709 | $127.0K | 0.09% | +19,654+93.3% | Added |
| GAMMA Investing LLC | 46,318 | $126.0K | 0.01% | −6,470−12.3% | Reduced |
| Captrust Financial Advisors | 44,783 | $121.8K | 0.00% | −75,007−62.6% | Reduced |
| PDS Planning, Inc | 43,429 | $118.1K | 0.01% | +7,649+21.4% | Added |
| Decatur Capital Management, Inc. | 43,204 | $117.5K | 0.05% | −623−1.4% | Reduced |
| Bruce G. Allen Investments, LLC | 43,201 | $117.5K | 0.10% | −768−1.7% | Reduced |
| Wealthstream Advisors, Inc. | 42,641 | $116.0K | 0.02% | +1,798+4.4% | Added |
| Sage Rhino Capital LLC | 42,437 | $115.4K | 0.03% | +760+1.8% | Added |
| Parallel Advisors, LLC | 42,215 | $114.8K | 0.00% | −7,686−15.4% | Reduced |
| BSW Wealth Partners | 41,939 | $114.1K | 0.02% | +4,903+13.2% | Added |
| Cromwell Holdings LLC | 41,924 | $114.0K | 0.07% | 00.0% | Unchanged |
| Clarius Group, LLC | 41,874 | $113.9K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 41,165 | $112.0K | 0.00% | +41,165 | New |
| Drive Wealth Management, LLC | 40,454 | $110.0K | 0.03% | −588−1.4% | Reduced |
| SG Americas Securities, LLC | 40,553 | $110.0K | 0.00% | +40,553 | New |
| Prime Capital Investment Advisors, LLC | 40,168 | $109.3K | 0.00% | −258−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 39,842 | $108.4K | 0.02% | −4,266−9.7% | Reduced |
| Claro Advisors LLC | 39,742 | $108.1K | 0.01% | −779−1.9% | Reduced |
| Hoxton Planning & Management, LLC | 39,147 | $106.5K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 38,483 | $104.7K | 0.00% | +18,052+88.4% | Added |
| Rehmann Capital Advisory Group | 38,339 | $104.3K | 0.01% | +3,451+9.9% | Added |
| Change Path, LLC | 38,305 | $104.2K | 0.00% | −4,676−10.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 38,048 | $103.5K | 0.04% | −441−1.1% | Reduced |
| Optas, LLC | 36,907 | $100.4K | 0.02% | −5,448−12.9% | Reduced |
| Personal Cfo Solutions, LLC | 36,861 | $100.3K | 0.02% | +547+1.5% | Added |
| CFO4Life Group, LLC | 36,407 | $99.0K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 35,857 | $97.5K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 35,746 | $97.2K | 0.00% | +5,970+20.0% | Added |
| Diversify Wealth Management, LLC | 37,340 | $96.3K | 0.01% | −3,609−8.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 35,394 | $96.3K | 0.06% | −6,416−15.3% | Reduced |
| IFP Advisors, Inc | 34,693 | $94.4K | 0.00% | +7,757+28.8% | Added |
| Two Sigma Investments, LP | 34,572 | $94.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 34,441 | $93.7K | 0.03% | −2,094−5.7% | Reduced |
| Prudent Man Advisors, LLC | 34,326 | $93.4K | 0.03% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 33,278 | $90.5K | 0.02% | +8,042+31.9% | Added |
| Savant Capital, LLC | 32,987 | $89.7K | 0.00% | −8,532−20.5% | Reduced |
| Prospera Financial Services Inc | 32,314 | $87.9K | 0.00% | −6,811−17.4% | Reduced |
| Brown Advisory Inc | 31,798 | $86.5K | 0.00% | +31,798 | New |
| Diversify Advisory Services, LLC | 32,684 | $84.3K | 0.00% | −2,620−7.4% | Reduced |
| TT Capital Management LLC | 29,471 | $83.3K | 0.07% | +29,471 | New |
| Procyon Private Wealth Partners, LLC | 30,454 | $82.8K | 0.01% | −8,410−21.6% | Reduced |
| AlphaMark Advisors, LLC | 29,862 | $81.0K | 0.04% | +1,885+6.7% | Added |
| ICONIQ Capital, LLC | 29,752 | $80.9K | 0.00% | −18,339−38.1% | Reduced |
| Wedmont Private Capital | 30,629 | $79.0K | 0.00% | +1,561+5.4% | Added |
| Summit Financial, LLC | 29,010 | $78.9K | 0.00% | +29,010 | New |
| Unique Wealth Strategies, LLC | 28,263 | $76.9K | 0.03% | +722+2.6% | Added |
| Whittier Trust Co of Nevada Inc | 28,252 | $76.8K | 0.00% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 28,000 | $76.2K | 0.10% | +28,000 | New |
| Traveka Wealth, LLC | 27,901 | $75.9K | 0.04% | +27,901 | New |
| Investors Research Corp | 27,135 | $73.8K | 0.02% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 26,908 | $73.2K | 0.03% | +6,517+32.0% | Added |
| Copperleaf Capital, LLC | 26,901 | $73.2K | 0.05% | +2,260+9.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 26,110 | $71.0K | 0.00% | −7,822−23.1% | Reduced |
| Coldstream Capital Management Inc | 25,791 | $70.2K | 0.00% | −9,407−26.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,425 | $69.2K | 0.00% | +7,020+38.1% | Added |
| Lifeworks Advisors, LLC | 25,242 | $68.7K | 0.01% | −1,643−6.1% | Reduced |
| Hilltop Holdings Inc. | 25,225 | $68.6K | 0.00% | −839−3.2% | Reduced |
| TCG Advisory Services, LLC | 24,890 | $67.7K | 0.00% | −382−1.5% | Reduced |
| Insigneo Advisory Services, LLC | 24,841 | $67.6K | 0.01% | +1,746+7.6% | Added |
| Octavia Wealth Advisors, LLC | 24,714 | $67.2K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 24,665 | $67.1K | 0.01% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 24,503 | $66.6K | 0.01% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 24,400 | $66.4K | 0.05% | −200−0.8% | Reduced |
| Impact Capital Partners LLC | 24,345 | $66.2K | 0.02% | +24,345 | New |
| Scotia Capital Inc. | 24,010 | $65.3K | 0.00% | −26,874−52.8% | Reduced |
| Virtue Capital Management, LLC | 23,802 | $64.7K | 0.01% | −373−1.5% | Reduced |
| Choate Investment Advisors | 23,758 | $64.6K | 0.00% | +23,758 | New |
| Sage Mountain Advisors LLC | 23,683 | $64.4K | 0.00% | −3,843−14.0% | Reduced |
| Trust Point Inc. | 23,620 | $64.2K | 0.00% | −2,607−9.9% | Reduced |
| West Family Investments, Inc. | 23,316 | $63.4K | 0.02% | −659−2.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 22,777 | $62.0K | 0.02% | +786+3.6% | Added |
| Lindbrook Capital, LLC | 22,639 | $61.6K | 0.01% | −2,486−9.9% | Reduced |
| Ariadne Wealth Management, LP | 19,770 | $61.3K | 0.03% | −1,512−7.1% | Reduced |
| Cooper Financial Group | 22,448 | $61.1K | 0.01% | +5,597+33.2% | Added |
| Great Diamond Partners, LLC | 22,365 | $60.8K | 0.02% | +159+0.7% | Added |
| Abel Hall, LLC | 22,249 | $60.5K | 0.04% | −1,902−7.9% | Reduced |