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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 6,898 | $18.8K | 0.00% | +2,558+58.9% | Added |
| Eagle Bay Advisors LLC | 6,682 | $18.2K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 5,929 | $16.1K | 0.01% | +5,929 | New |
| Bogart Wealth, LLC | 5,695 | $15.5K | 0.00% | +4,695+469.5% | Added |
| Rothschild Investment LLC | 5,403 | $14.7K | 0.00% | −8,188−60.2% | Reduced |
| Bessemer Group Inc | 5,142 | $14.0K | 0.00% | +860+20.1% | Added |
| Geneos Wealth Management Inc. | 4,471 | $12.2K | 0.00% | +399+9.8% | Added |
| JFS Wealth Advisors, LLC | 4,300 | $11.7K | 0.00% | −523−10.8% | Reduced |
| Concord Wealth Partners | 4,053 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,088 | $11.0K | 0.00% | +4,088 | New |
| Glen Eagle Advisors, LLC | 4,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3,700 | $10.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,675 | $10.0K | 0.00% | −2,798−43.2% | Reduced |
| Washington Trust Co | 3,600 | $9.79K | 0.00% | +3,600 | New |
| Parkside Financial Bank & Trust | 3,558 | $9.68K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,000 | $8.16K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 2,983 | $8.11K | 0.01% | +2,983 | New |
| Whipplewood Advisors, LLC | 2,838 | $7.72K | 0.00% | +2,838 | New |
| Umb Bank N A | 2,804 | $7.63K | 0.00% | −284−9.2% | Reduced |
| Raffa Wealth Management, LLC | 2,712 | $7.38K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,497 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,469 | $6.72K | 0.00% | +2,469 | New |
| Barclays PLC | 2,050 | $5.58K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,969 | $5.00K | 0.00% | −2,465−55.6% | Reduced |
| Fortitude Family Office, LLC | 1,691 | $4.60K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,575 | $4.28K | 0.00% | −35−2.2% | Reduced |
| Bell Investment Advisors, Inc | 1,494 | $4.06K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,469 | $4.00K | 0.00% | +497+51.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,325 | $3.60K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,288 | $3.50K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,188 | $3.23K | 0.00% | +1,188 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $3.14K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,055 | $2.87K | 0.00% | +1,055 | New |
| WealthCollab, LLC | 1,046 | $2.85K | 0.00% | −1,400−57.2% | Reduced |
| Retirement Wealth Solutions LLC | 1,039 | $2.68K | 0.00% | +1,039 | New |
| Harbour Investments, Inc. | 981 | $2.67K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 860 | $2.34K | 0.00% | +60+7.5% | Added |
| Cornerstone Planning Group LLC | 683 | $2.08K | 0.00% | −258−27.4% | Reduced |
| Decker Retirement Planning Inc. | 736 | $2.00K | 0.00% | +736 | New |
| Manchester Capital Management LLC | 576 | $1.57K | 0.00% | −3,468−85.8% | Reduced |
| TD Capital Management LLC | 528 | $1.44K | 0.00% | +528 | New |
| CVA Family Office, LLC | 493 | $1.34K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 443 | $1.21K | 0.00% | +443 | New |
| HBC Financial Services, PLLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 310 | $843 | 0.00% | +310 | New |
| Mendota Financial Group, LLC | 232 | $632 | 0.00% | −109−32.0% | Reduced |
| WPG Advisers, LLC | 223 | $607 | 0.00% | +223 | New |
| Millstone Evans Group, LLC | 207 | $563 | 0.00% | +207 | New |
| Abound Wealth Management | 201 | $547 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $544 | 0.00% | −4,272−95.5% | Reduced |
| Lee Danner & Bass Inc | 200 | $544 | 0.00% | +200 | New |
| Provenance Wealth Advisors, LLC | 174 | $473 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $438 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 64 | $174 | 0.00% | +64 | New |
| NBC Securities, Inc. | 3 | $9 | 0.00% | −3,535−99.9% | Reduced |
| Wood Tarver Financial Group, LLC | 206 | $0 | 0.00% | +206 | New |
| 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 |