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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 1 | $4 | 0.00% | −7,355−100.0% | Reduced |
| High Note Wealth, LLC | 64 | $244 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 91 | $348 | 0.00% | +91 | New |
| NewSquare Capital LLC | 101 | $386 | 0.00% | +101 | New |
| Bogart Wealth, LLC | 142 | $542 | 0.00% | −5,553−97.5% | Reduced |
| Abound Wealth Management | 156 | $596 | 0.00% | −45−22.4% | Reduced |
| Sound Income Strategies, LLC | 161 | $615 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 174 | $665 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 206 | $787 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 207 | $791 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 223 | $852 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 253 | $966 | 0.00% | +253 | New |
| Bare Financial Services, Inc | 277 | $1.06K | 0.00% | +277 | New |
| MPWM Advisory Solutions, LLC | 310 | $1.18K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 329 | $1.26K | 0.00% | +329 | New |
| Binnacle Investments Inc | 421 | $1.61K | 0.00% | +421 | New |
| UMA Financial Services, Inc. | 443 | $1.69K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 493 | $1.88K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 498 | $1.96K | 0.00% | +498 | New |
| TD Capital Management LLC | 528 | $2.02K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 675 | $2.58K | 0.00% | +675 | New |
| CX Institutional | 849 | $3.00K | 0.00% | +849 | New |
| Spire Wealth Management | 800 | $3.06K | 0.00% | −60−7.0% | Reduced |
| Highline Wealth Partners LLC | 833 | $3.18K | 0.00% | +833 | New |
| Glass Jacobson Investment Advisors llc | 1,188 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 911 | $3.48K | 0.00% | +911 | New |
| Harbour Investments, Inc. | 981 | $3.75K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,039 | $3.97K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,046 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $4.42K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,288 | $4.92K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,387 | $5.30K | 0.00% | +1,387 | New |
| GPS Wealth Strategies Group, LLC | 1,440 | $5.50K | 0.00% | +1,440 | New |
| Bell Investment Advisors, Inc | 1,494 | $5.71K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,519 | $5.80K | 0.00% | +1,519 | New |
| Carolinas Wealth Consulting LLC | 1,539 | $5.88K | 0.00% | +70+4.8% | Added |
| Fortitude Family Office, LLC | 1,691 | $6.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,659 | $6.49K | 0.00% | +976+142.9% | Added |
| Glen Eagle Advisors, LLC | 2,000 | $7.64K | 0.00% | −2,000−50.0% | Reduced |
| Barclays PLC | 2,050 | $7.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,280 | $9.00K | 0.00% | −217−8.7% | Reduced |
| Truvestments Capital LLC | 2,384 | $9.11K | 0.00% | +2,384 | New |
| Larson Financial Group LLC | 2,421 | $9.25K | 0.00% | +2,421 | New |
| Raffa Wealth Management, LLC | 2,461 | $9.40K | 0.00% | −251−9.3% | Reduced |
| Creative Financial Designs Inc | 2,649 | $10.1K | 0.00% | +2,649 | New |
| Umb Bank N A | 2,804 | $10.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,814 | $10.8K | 0.00% | −10,973−79.6% | Reduced |
| Whipplewood Advisors, LLC | 2 | $10.8K | 0.01% | −2,836−99.9% | Reduced |
| Concord Wealth Partners | 3,056 | $11.7K | 0.00% | −997−24.6% | Reduced |
| NBC Securities, Inc. | 3,538 | $13.0K | 0.00% | +3,535+117,833.3% | Added |
| Brown, Lisle/Cummings, Inc. | 3,427 | $13.1K | 0.00% | +427+14.2% | Added |
| Global Financial Private Client, LLC | 3,700 | $14.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 3,958 | $15.1K | 0.00% | +3,958 | New |
| Federation des caisses Desjardins du Quebec | 4,100 | $15.7K | 0.00% | −5,500−57.3% | Reduced |
| JFS Wealth Advisors, LLC | 4,342 | $16.6K | 0.00% | +42+1.0% | Added |
| Caitong International Asset Management Co., Ltd | 4,825 | $18.4K | 0.01% | +4,825 | New |
| TD Waterhouse Canada Inc. | 4,871 | $18.5K | 0.00% | +1,196+32.5% | Added |
| Bessemer Group Inc | 5,630 | $22.0K | 0.00% | +488+9.5% | Added |
| Sierra Ocean, LLC | 5,929 | $22.7K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6,005 | $22.9K | 0.00% | −4,933−45.1% | Reduced |
| Wayfinding Financial, LLC | 6,261 | $23.0K | 0.01% | +6,261 | New |
| Rothschild Investment LLC | 6,094 | $23.3K | 0.00% | +691+12.8% | Added |
| Salem Investment Counselors Inc | 7,000 | $26.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7,301 | $27.9K | 0.00% | +403+5.8% | Added |
| Farther Finance Advisors, LLC | 8,120 | $30.9K | 0.00% | +669+9.0% | Added |
| Parkside Financial Bank & Trust | 8,544 | $32.6K | 0.00% | +4,986+140.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 13,297 | $36.2K | 0.01% | −131−1.0% | Reduced |
| Advisor Resource Council | 10,430 | $37.2K | 0.00% | +10,430 | New |
| Shepherd Financial Partners LLC | 10,000 | $38.2K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 10,007 | $38.2K | 0.01% | +10,007 | New |
| Interchange Capital Partners, LLC | 10,029 | $38.3K | 0.01% | −112−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 10,052 | $38.4K | 0.00% | −1,927−16.1% | Reduced |
| GWN Securities Inc. | 10,088 | $38.5K | 0.00% | +10,088 | New |
| Crux Wealth Advisors | 10,182 | $38.9K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,194 | $38.9K | 0.00% | +10,194 | New |
| Squarepoint Ops LLC | 10,334 | $39.5K | 0.00% | +10,334 | New |
| Sym Financial Corp | 10,416 | $39.8K | 0.00% | +10,416 | New |
| Rainey & Randall Investment Management Inc. | 10,642 | $40.7K | 0.01% | +10,642 | New |
| Robertson Stephens Wealth Management, LLC | 10,836 | $41.4K | 0.00% | +240+2.3% | Added |
| Holistic Financial Partners | 10,874 | $41.5K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,982 | $42.0K | 0.00% | +2,086+23.4% | Added |
| Moody National Bank Trust Division | 11,244 | $43.0K | 0.00% | +11,244 | New |
| SageView Advisory Group, LLC | 11,334 | $43.3K | 0.00% | −17−0.1% | Reduced |
| Horizon Investments, LLC | 11,770 | $43.7K | 0.00% | +204+1.8% | Added |
| Beacon Pointe Advisors, LLC | 11,459 | $43.8K | 0.00% | −695−5.7% | Reduced |
| Dynamic Advisor Solutions LLC | 11,563 | $44.2K | 0.00% | +527+4.8% | Added |
| Sowell Financial Services LLC | 11,614 | $44.4K | 0.00% | +11,614 | New |
| Geneos Wealth Management Inc. | 11,724 | $44.8K | 0.00% | +7,253+162.2% | Added |
| FMB Wealth Management | 11,812 | $45.1K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 11,830 | $45.2K | 0.00% | +4,494+61.3% | Added |
| Sentinus, LLC | 11,835 | $45.2K | 0.01% | +11,835 | New |
| Revisor Wealth Management LLC | 11,963 | $45.7K | 0.02% | +11,963 | New |
| Capital Investment Advisory Services, LLC | 11,978 | $45.8K | 0.00% | +1,778+17.4% | Added |
| Fiduciary Financial Group, LLC | 12,797 | $45.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 12,000 | $45.8K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 12,058 | $46.1K | 0.03% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 12,104 | $46.2K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 12,339 | $47.1K | 0.02% | +12,339 | New |
| Investors Research Corp | 12,500 | $47.8K | 0.01% | −14,635−53.9% | Reduced |
| Simon Quick Advisors, LLC | 12,949 | $49.5K | 0.00% | +262+2.1% | Added |