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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 22,197 | $60.4K | 0.00% | +1,782+8.7% | Added |
| Peapack Gladstone Financial Corp | 22,001 | $60.0K | 0.00% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 21,655 | $58.9K | 0.06% | +21,655 | New |
| Keel Point, LLC | 21,612 | $58.8K | 0.00% | −3,293−13.2% | Reduced |
| EverSource Wealth Advisors, LLC | 21,237 | $57.8K | 0.00% | +1,249+6.2% | Added |
| Fortress Private Ledger, LLC | 21,108 | $57.4K | 0.04% | +21,108 | New |
| Virtu Financial LLC | 20,931 | $57.0K | 0.00% | −163,898−88.7% | Reduced |
| GeoWealth Management, LLC | 20,855 | $56.7K | 0.00% | +2,642+14.5% | Added |
| National Asset Management, Inc. | 20,690 | $56.3K | 0.00% | −1,169−5.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 20,552 | $55.9K | 0.03% | +4,022+24.3% | Added |
| Guggenheim Capital LLC | 20,498 | $55.8K | 0.00% | +20,498 | New |
| Catalina Capital Group, LLC | 20,378 | $55.4K | 0.02% | +1,441+7.6% | Added |
| D'Orazio & Associates, Inc. | 20,293 | $55.2K | 0.01% | −2,501−11.0% | Reduced |
| Riversedge Advisors, LLC | 20,078 | $54.6K | 0.01% | +2,834+16.4% | Added |
| Centurion Wealth Management LLC | 20,030 | $54.5K | 0.02% | +89+0.4% | Added |
| Park Circle Co | 20,000 | $54.4K | 0.05% | 00.0% | Unchanged |
| New Republic Capital, LLC | 19,883 | $54.1K | 0.04% | +19,883 | New |
| Snowden Capital Advisors LLC | 19,415 | $52.8K | 0.00% | −3,369−14.8% | Reduced |
| Headlands Technologies LLC | 19,357 | $52.7K | 0.01% | +19,357 | New |
| TD Private Client Wealth LLC | 18,939 | $51.5K | 0.00% | +17,958+1,830.6% | Added |
| Kestra Private Wealth Services, LLC | 18,842 | $51.3K | 0.00% | +2,924+18.4% | Added |
| Stratos Wealth Partners, LTD. | 18,747 | $51.0K | 0.00% | +760+4.2% | Added |
| Concurrent Investment Advisors, LLC | 18,653 | $50.7K | 0.00% | +789+4.4% | Added |
| Bleakley Financial Group, LLC | 18,392 | $50.0K | 0.00% | +2,619+16.6% | Added |
| Savvy Advisors, Inc. | 18,265 | $49.7K | 0.01% | +64+0.4% | Added |
| Seven Mile Advisory | 18,253 | $49.6K | 0.03% | −85−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 18,220 | $49.6K | 0.00% | −764−4.0% | Reduced |
| Keybank National Association | 18,050 | $49.1K | 0.00% | +1,310+7.8% | Added |
| Kovitz Investment Group Partners, LLC | 17,949 | $48.8K | 0.00% | −5,362−23.0% | Reduced |
| Breakwater Capital Group | 17,853 | $48.6K | 0.01% | +1,500+9.2% | Added |
| Laird Norton Trust Company, LLC | 17,727 | $48.2K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 16,904 | $46.0K | 0.00% | −7,847−31.7% | Reduced |
| Brio Consultants, LLC | 16,735 | $45.5K | 0.01% | +3,880+30.2% | Added |
| Epoch Investment Partners, Inc. | 16,642 | $45.3K | 0.00% | +16,642 | New |
| Capital Asset Advisory Services LLC | 16,630 | $44.7K | 0.00% | −1,777−9.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,285 | $44.3K | 0.01% | +2,098+14.8% | Added |
| Waldron Private Wealth LLC | 15,925 | $43.3K | 0.00% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 15,808 | $43.0K | 0.02% | −6,657−29.6% | Reduced |
| Group One Trading, L.P. | 15,710 | $42.7K | 0.00% | +6,954+79.4% | Added |
| Brighton Jones LLC | 15,599 | $42.4K | 0.00% | +601+4.0% | Added |
| GWM Advisors LLC | 15,554 | $42.3K | 0.00% | −8,818−36.2% | Reduced |
| D.A. Davidson & Co. | 15,438 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 13,428 | $41.9K | 0.01% | +13,428 | New |
| Cresset Asset Management, LLC | 14,908 | $40.5K | 0.00% | −173,782−92.1% | Reduced |
| Xponance, Inc. | 14,747 | $40.1K | 0.00% | +747+5.3% | Added |
| Financial Network Wealth Management LLC | 14,840 | $40.0K | 0.01% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 14,190 | $38.6K | 0.00% | +14,190 | New |
| CIBC Asset Management Inc | 14,131 | $38.4K | 0.00% | +14,131 | New |
| Huntington National Bank | 13,787 | $37.5K | 0.00% | +10,184+282.7% | Added |
| Johnson Investment Counsel Inc | 13,502 | $36.7K | 0.00% | −920−6.4% | Reduced |
| Intergy Private Wealth, LLC | 13,360 | $36.3K | 0.01% | +301+2.3% | Added |
| Aletheian Wealth Advisors LLC | 13,296 | $36.2K | 0.02% | +2,322+21.2% | Added |
| PFG Advisors | 13,261 | $36.1K | 0.00% | −369−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 13,048 | $35.5K | 0.00% | −965−6.9% | Reduced |
| Camden Capital, LLC | 13,006 | $35.4K | 0.00% | +1,445+12.5% | Added |
| Bank Hapoalim BM | 13,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 12,814 | $34.9K | 0.02% | −103−0.8% | Reduced |
| Arkadios Wealth Advisors | 12,779 | $34.8K | 0.00% | −841−6.2% | Reduced |
| Simon Quick Advisors, LLC | 12,687 | $34.5K | 0.00% | +12,687 | New |
| Jackson Thornton Asset Management, LLC | 12,595 | $34.3K | 0.00% | +12,595 | New |
| SBI Securities Co., Ltd. | 12,585 | $34.2K | 0.00% | +12,585 | New |
| Baron Wealth Management LLC | 12,323 | $33.5K | 0.02% | −4,528−26.9% | Reduced |
| Beacon Pointe Advisors, LLC | 12,154 | $33.1K | 0.00% | −10,380−46.1% | Reduced |
| Fiduciary Financial Group, LLC | 12,797 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 12,104 | $32.9K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 12,058 | $32.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 12,000 | $32.6K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,979 | $32.6K | 0.00% | +1,172+10.8% | Added |
| PFG Investments, LLC | 11,863 | $32.3K | 0.00% | 00.0% | Unchanged |
| FMB Wealth Management | 11,812 | $32.1K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 11,743 | $31.9K | 0.00% | +11,743 | New |
| Horizon Investments, LLC | 11,566 | $31.5K | 0.00% | +211+1.9% | Added |
| Merit Financial Group, LLC | 11,517 | $31.3K | 0.00% | −3,106−21.2% | Reduced |
| Tritonpoint Wealth, LLC | 11,508 | $31.3K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 11,451 | $31.1K | 0.00% | +11,451 | New |
| Angeles Investment Advisors, LLC | 11,379 | $31.0K | 0.00% | −3,911−25.6% | Reduced |
| SageView Advisory Group, LLC | 11,351 | $30.9K | 0.00% | −37−0.3% | Reduced |
| Founders Financial Securities LLC | 11,309 | $30.8K | 0.00% | +249+2.3% | Added |
| Brentview Investment Management LLC | 11,278 | $30.7K | 0.02% | +11,278 | New |
| Cidel Asset Management Inc | 11,202 | $30.5K | 0.00% | −10,399−48.1% | Reduced |
| Dynamic Advisor Solutions LLC | 11,036 | $30.0K | 0.00% | −86,222−88.7% | Reduced |
| First Horizon Advisors, Inc. | 10,938 | $29.8K | 0.00% | −6,414−37.0% | Reduced |
| Holistic Financial Partners | 10,874 | $29.6K | 0.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 10,596 | $28.8K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,158 | $28.7K | 0.00% | +112+1.1% | Added |
| IHT Wealth Management, LLC | 10,296 | $28.0K | 0.00% | −9,677−48.5% | Reduced |
| Proequities, Inc. | 9,300 | $28.0K | 0.00% | −1,778−16.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 10,210 | $27.8K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 10,200 | $27.7K | 0.00% | −746−6.8% | Reduced |
| Crux Wealth Advisors | 10,182 | $27.7K | 0.02% | +10,182 | New |
| Interchange Capital Partners, LLC | 10,141 | $27.6K | 0.01% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 10,000 | $27.2K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 10,000 | $27.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,600 | $26.1K | 0.00% | −3,500−26.7% | Reduced |
| Fifth Third Bancorp | 8,896 | $24.2K | 0.00% | −131−1.5% | Reduced |
| Coppell Advisory Solutions LLC | 7,953 | $21.6K | 0.00% | −253−3.1% | Reduced |
| Farther Finance Advisors, LLC | 7,451 | $20.3K | 0.00% | +140+1.9% | Added |
| Rise Advisors, LLC | 7,356 | $20.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 7,336 | $20.0K | 0.00% | +7,336 | New |
| Salem Investment Counselors Inc | 7,000 | $19.0K | 0.00% | −13,000−65.0% | Reduced |