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, Q1 2025
Institutional positions in Lloyds Banking Group plc as of Mar 31, 2025. 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
- 455
- +5 vs. Q4 2024
- Shares held
- 537.5M
- +51.4M (+10.6%) vs. Q4 2024
- Total value
- $2.05B
- +$903.7M (+79.1%) vs. Q4 2024
- New holders
- 53
- 201 more added
- Sold out
- 48
- 139 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Lloyds Banking Group plc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 132,122,777 | $504.7M | 0.22% | +132,122,777 | New |
| Mondrian Investment Partners LTD | 66,050,307 | $252.3M | 4.32% | −6,683,977−9.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 33,369,382 | $127.5M | 0.10% | +6,700,329+25.1% | Added |
| FMR LLC | 31,819,347 | $121.5M | 0.01% | +6,968,590+28.0% | Added |
| Clearbridge Investments, LLC | 26,511,724 | $101.3M | 0.09% | +4,757,156+21.9% | Added |
| Goldman Sachs Group Inc | 24,154,117 | $92.3M | 0.02% | +1,397,163+6.1% | Added |
| Morgan Stanley | 20,589,327 | $78.7M | 0.01% | −1,168,293−5.4% | Reduced |
| Northern Trust Corp | 15,487,638 | $59.2M | 0.01% | −116,687−0.7% | Reduced |
| Dimensional Fund Advisors LP | 14,040,936 | $53.6M | 0.01% | −2,363,323−14.4% | Reduced |
| Bank of America Corp | 12,701,406 | $48.5M | 0.00% | +1,587,058+14.3% | Added |
| CIBC Private Wealth Group, LLC | 13,065,283 | $43.4M | 0.09% | +669,742+5.4% | Added |
| Envestnet Asset Management Inc | 10,492,898 | $40.1M | 0.01% | +863,347+9.0% | Added |
| BlackRock, Inc. | 9,108,835 | $34.8M | 0.00% | +1,137,767+14.3% | Added |
| Millennium Management LLC | 8,199,299 | $31.3M | 0.03% | +1,100,359+15.5% | Added |
| American Century Companies Inc | 7,011,774 | $26.8M | 0.02% | +399,866+6.0% | Added |
| Wells Fargo & Company | 6,726,709 | $25.7M | 0.01% | +635,763+10.4% | Added |
| First Eagle Investment Management, LLC | 6,203,638 | $23.7M | 0.05% | +602,179+10.8% | Added |
| Crossmark Global Holdings, Inc. | 4,831,997 | $18.5M | 0.33% | +18,767+0.4% | Added |
| Raymond James Financial Inc | 4,349,389 | $16.6M | 0.01% | +222,180+5.4% | Added |
| O'Shaughnessy Asset Management, LLC | 3,780,783 | $14.4M | 0.12% | −589,825−13.5% | Reduced |
| CIBC World Markets Inc. | 3,580,103 | $13.7M | 0.03% | −36,805−1.0% | Reduced |
| Balyasny Asset Management LLC | 3,195,657 | $12.2M | 0.03% | +3,178,753+18,804.7% | Added |
| Janney Capital Management LLC | 3,174,021 | $12.1M | 0.83% | −1,511,711−32.3% | Reduced |
| Rockefeller Capital Management L.P. | 2,445,011 | $9.34M | 0.02% | +1,532,434+167.9% | Added |
| QRG Capital Management, Inc. | 2,390,985 | $9.13M | 0.09% | +18,232+0.8% | Added |
| Bard Financial Services, Inc. | 2,268,805 | $8.67M | 1.06% | −157,500−6.5% | Reduced |
| LPL Financial LLC | 2,008,083 | $7.67M | 0.00% | +127,898+6.8% | Added |
| MML Investors Services, LLC | 1,717,822 | $6.56M | 0.02% | +241,611+16.4% | Added |
| TownSquare Capital, LLC | 1,596,132 | $6.10M | 0.06% | +64,952+4.2% | Added |
| Natixis Advisors, L.P. | 1,395,893 | $5.33M | 0.01% | −78,393−5.3% | Reduced |
| Ethic Inc. | 1,390,416 | $5.30M | 0.11% | −40,620−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,351,534 | $5.16M | 0.00% | +225,112+20.0% | Added |
| Mercer Global Advisors Inc | 1,334,805 | $5.10M | 0.01% | +12,607+1.0% | Added |
| UBS Group AG | 1,244,211 | $4.75M | 0.00% | +201,373+19.3% | Added |
| Creative Planning | 1,191,803 | $4.55M | 0.00% | +215,506+22.1% | Added |
| Ritholtz Wealth Management | 1,186,344 | $4.53M | 0.14% | −61,376−4.9% | Reduced |
| Timber Creek Capital Management LLC | 1,184,440 | $4.52M | 1.21% | −8,223−0.7% | Reduced |
| Citigroup Inc | 1,174,225 | $4.49M | 0.00% | −21,574−1.8% | Reduced |
| Cetera Investment Advisers | 1,129,738 | $4.32M | 0.01% | −108,782−8.8% | Reduced |
| Royal Bank of Canada | 1,126,734 | $4.30M | 0.00% | +108,100+10.6% | Added |
| Logan Capital Management Inc | 1,092,492 | $4.17M | 0.19% | +14,451+1.3% | Added |
| Oppenheimer Asset Management Inc. | 1,026,365 | $3.92M | 0.05% | +34,395+3.5% | Added |
| Renaissance Technologies LLC | 1,016,900 | $3.88M | 0.01% | +254,560+33.4% | Added |
| Stifel Financial Corp | 1,009,696 | $3.86M | 0.00% | −90,618−8.2% | Reduced |
| Bank of New York Mellon Corp | 992,298 | $3.79M | 0.00% | +190,586+23.8% | Added |
| Brinker Capital Investments, LLC | 935,947 | $3.58M | 0.04% | +83,317+9.8% | Added |
| Orion Portfolio Solutions, LLC | 935,947 | $3.58M | 0.04% | +83,317+9.8% | Added |
| Henry James International Management, Inc. | 909,264 | $3.47M | 1.19% | +3,394+0.4% | Added |
| Franklin Resources Inc | 907,037 | $3.46M | 0.00% | −132,947−12.8% | Reduced |
| Price T Rowe Associates Inc | 902,437 | $3.45M | 0.00% | +902,437 | New |
| Vestmark Advisory Solutions, Inc. | 846,594 | $3.23M | 0.08% | +390,374+85.6% | Added |
| US Bancorp | 831,523 | $3.18M | 0.00% | +20,472+2.5% | Added |
| Assetmark, Inc | 820,717 | $3.14M | 0.01% | +180,515+28.2% | Added |
| Colony Group, LLC | 817,494 | $3.12M | 0.01% | +806,043+7,039.1% | Added |
| Advisors Management Group Inc | 813,572 | $3.11M | 0.68% | −219,168−21.2% | Reduced |
| Jane Street Group, LLC | 812,424 | $3.10M | 0.01% | +166,147+25.7% | Added |
| Ameriprise Financial Inc | 812,185 | $3.10M | 0.00% | −17,772−2.1% | Reduced |
| Mariner, LLC | 792,603 | $3.03M | 0.01% | +50,511+6.8% | Added |
| Drucker Wealth 3.0, LLC | 724,137 | $2.77M | 0.61% | −28,631−3.8% | Reduced |
| Avantax Advisory Services, Inc. | 719,229 | $2.75M | 0.02% | +87,102+13.8% | Added |
| HighTower Advisors, LLC | 714,836 | $2.73M | 0.00% | −35,706−4.8% | Reduced |
| JustInvest LLC | 703,044 | $2.69M | 0.04% | +76,341+12.2% | Added |
| Cerity Partners LLC | 691,684 | $2.64M | 0.01% | +65,225+10.4% | Added |
| Semmax Financial Advisors Inc. | 641,487 | $2.56M | 0.69% | −145,242−18.5% | Reduced |
| SEI Investments Co | 665,509 | $2.54M | 0.00% | +42,367+6.8% | Added |
| Marshall Wace, LLP | 647,412 | $2.47M | 0.00% | +647,412 | New |
| English Capital Management LLC | 629,115 | $2.40M | 1.79% | 00.0% | Unchanged |
| AMG National Trust Bank | 592,510 | $2.26M | 0.06% | −409,972−40.9% | Reduced |
| Pathstone Holdings, LLC | 525,641 | $2.01M | 0.01% | −22,891−4.2% | Reduced |
| Bank of Montreal | 518,544 | $1.98M | 0.00% | +237,434+84.5% | Added |
| First Trust Advisors LP | 514,028 | $1.96M | 0.00% | −75,309−12.8% | Reduced |
| Eagle Global Advisors LLC | 500,000 | $1.91M | 0.08% | +500,000 | New |
| Quadrant Capital Group LLC | 480,487 | $1.84M | 0.07% | +311,764+184.8% | Added |
| Park Avenue Securities LLC | 478,335 | $1.83M | 0.02% | +189,458+65.6% | Added |
| Truist Financial Corp | 470,311 | $1.80M | 0.00% | +16,606+3.7% | Added |
| CAPROCK Group, Inc. | 463,016 | $1.77M | 0.05% | −18,924−3.9% | Reduced |
| Neuberger Berman Group LLC | 452,059 | $1.73M | 0.00% | −10,580−2.3% | Reduced |
| Vident Advisory, LLC | 435,745 | $1.66M | 0.02% | +119,876+38.0% | Added |
| Morningstar Investment Services LLC | 435,473 | $1.66M | 0.30% | −577,769−57.0% | Reduced |
| NewEdge Wealth, LLC | 421,022 | $1.61M | 0.03% | −35,227−7.7% | Reduced |
| Lockheed Martin Investment Management Co | 420,060 | $1.60M | 0.07% | +156,060+59.1% | Added |
| JPMorgan Chase & Co | 400,416 | $1.53M | 0.00% | −1,910,587−82.7% | Reduced |
| Naviter Wealth, LLC | 360,018 | $1.38M | 0.17% | −8,988−2.4% | Reduced |
| HF Advisory Group, LLC | 354,746 | $1.36M | 0.59% | +11,718+3.4% | Added |
| Signaturefd, LLC | 308,563 | $1.18M | 0.02% | +15,213+5.2% | Added |
| Koss-Olinger Consulting, LLC | 307,348 | $1.17M | 0.10% | +206,742+205.5% | Added |
| Citadel Advisors LLC | 300,255 | $1.15M | 0.00% | −519−0.2% | Reduced |
| Atria Investments LLC | 293,537 | $1.12M | 0.01% | −13,923−4.5% | Reduced |
| RMB Capital Management, LLC | 289,766 | $1.11M | 0.03% | +289,766 | New |
| Twin City Private Wealth, LLC | 267,995 | $1.02M | 0.90% | −88,521−24.8% | Reduced |
| AQR Capital Management LLC | 263,246 | $1.01M | 0.00% | +145,772+124.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 256,198 | $978.7K | 0.00% | +43,342+20.4% | Added |
| Private Advisor Group, LLC | 254,955 | $973.9K | 0.01% | +33,673+15.2% | Added |
| Ativo Capital Management LLC | 244,962 | $935.8K | 0.80% | −4,222−1.7% | Reduced |
| Ellevest, Inc. | 233,057 | $890.3K | 0.06% | −523−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 225,365 | $865.4K | 0.10% | +21,618+10.6% | Added |
| Marks Group Wealth Management, Inc | 220,620 | $842.8K | 0.08% | +10,507+5.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 208,142 | $795.1K | 0.00% | +405+0.2% | Added |
| Principal Securities, Inc. | 288,773 | $785.5K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 205,118 | $783.6K | 0.04% | −28,012−12.0% | Reduced |