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 |
|---|---|---|---|---|---|
| Bank Hapoalim BM | 13,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 12,778 | $50.6K | 0.00% | +1,469+13.0% | Added |
| PFG Advisors | 13,261 | $50.7K | 0.00% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 13,296 | $50.8K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 13,297 | $50.8K | 0.00% | +13,297 | New |
| Mutual Advisors, LLC | 12,916 | $50.9K | 0.00% | +2,758+27.2% | Added |
| Camden Capital, LLC | 13,470 | $51.5K | 0.01% | +464+3.6% | Added |
| Legacy Financial Group, Inc. | 13,581 | $51.9K | 0.02% | +13,581 | New |
| Johnson Investment Counsel Inc | 13,872 | $53.0K | 0.00% | +370+2.7% | Added |
| Vista Wealth Management Group, LLC | 13,883 | $53.0K | 0.00% | −307−2.2% | Reduced |
| IHT Wealth Management, LLC | 14,144 | $54.0K | 0.00% | +3,848+37.4% | Added |
| Centurion Wealth Management LLC | 20,030 | $54.5K | 0.02% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 14,288 | $54.6K | 0.02% | −10,057−41.3% | Reduced |
| Tritonpoint Wealth, LLC | 14,590 | $55.7K | 0.01% | +3,082+26.8% | Added |
| Financial Network Wealth Management LLC | 14,840 | $56.0K | 0.02% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 14,685 | $56.1K | 0.02% | +1,325+9.9% | Added |
| Arkadios Wealth Advisors | 14,839 | $56.7K | 0.00% | +2,060+16.1% | Added |
| Silver Oak Securities, Inc | 14,765 | $56.7K | 0.01% | +14,765 | New |
| Jackson Thornton Asset Management, LLC | 15,168 | $57.0K | 0.01% | +2,573+20.4% | Added |
| Aptus Capital Advisors, LLC | 15,005 | $57.3K | 0.00% | −3,215−17.6% | Reduced |
| Camarda Financial Advisors, LLC | 15,206 | $58.1K | 0.03% | +15,206 | New |
| SBI Securities Co., Ltd. | 15,369 | $58.7K | 0.00% | +2,784+22.1% | Added |
| Xponance, Inc. | 15,435 | $59.0K | 0.00% | +688+4.7% | Added |
| D.A. Davidson & Co. | 15,438 | $59.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 15,588 | $59.5K | 0.00% | +3,725+31.4% | Added |
| New Republic Capital, LLC | 15,916 | $60.8K | 0.03% | −3,967−20.0% | Reduced |
| Epoch Investment Partners, Inc. | 16,063 | $61.4K | 0.00% | −579−3.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 16,076 | $61.4K | 0.02% | +268+1.7% | Added |
| Brighton Jones LLC | 16,165 | $61.8K | 0.00% | +566+3.6% | Added |
| GWM Advisors LLC | 16,352 | $62.5K | 0.00% | +798+5.1% | Added |
| Capital Asset Advisory Services LLC | 16,630 | $63.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 16,753 | $64.0K | 0.00% | −2,089−11.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,260 | $65.9K | 0.00% | −8,165−32.1% | Reduced |
| Defined Wealth Management, LLC | 17,343 | $66.3K | 0.04% | +4,529+35.3% | Added |
| Oppenheimer & Co Inc | 17,711 | $67.7K | 0.00% | +17,711 | New |
| Good Life Advisors, LLC | 17,955 | $68.6K | 0.00% | +17,955 | New |
| Cresset Asset Management, LLC | 18,416 | $70.3K | 0.00% | +3,508+23.5% | Added |
| Mesirow Financial Investment Management, Inc. | 18,598 | $71.0K | 0.00% | +6,855+58.4% | Added |
| Seven Mile Advisory | 18,621 | $71.1K | 0.05% | +368+2.0% | Added |
| Buckingham Strategic Partners | 18,673 | $71.3K | 0.00% | +18,673 | New |
| Simplex Trading, LLC | 19,077 | $72.0K | 0.00% | +17,108+868.9% | Added |
| Great Diamond Partners, LLC | 18,887 | $72.1K | 0.02% | −3,478−15.6% | Reduced |
| Concurrent Investment Advisors, LLC | 19,460 | $74.3K | 0.00% | +807+4.3% | Added |
| Merit Financial Group, LLC | 19,574 | $74.8K | 0.00% | +8,057+70.0% | Added |
| Kovitz Investment Group Partners, LLC | 19,631 | $75.0K | 0.00% | +1,682+9.4% | Added |
| Berger Financial Group, Inc | 19,632 | $75.0K | 0.01% | +19,632 | New |
| National Asset Management, Inc. | 19,976 | $76.3K | 0.00% | −714−3.5% | Reduced |
| Park Circle Co | 20,000 | $76.4K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 20,228 | $77.3K | 0.00% | +813+4.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,359 | $77.8K | 0.01% | +4,074+25.0% | Added |
| Brio Consultants, LLC | 20,402 | $77.9K | 0.01% | +3,667+21.9% | Added |
| GeoWealth Management, LLC | 20,900 | $79.8K | 0.00% | +45+0.2% | Added |
| D'Orazio & Associates, Inc. | 20,933 | $80.0K | 0.01% | +640+3.2% | Added |
| Lifeworks Advisors, LLC | 20,964 | $80.1K | 0.01% | −4,278−16.9% | Reduced |
| Breakwater Capital Group | 21,006 | $80.2K | 0.01% | +3,153+17.7% | Added |
| Savvy Advisors, Inc. | 21,345 | $81.5K | 0.01% | +3,080+16.9% | Added |
| Savant Capital, LLC | 23,049 | $88.0K | 0.00% | −9,938−30.1% | Reduced |
| Petros Family Wealth, LLC | 23,123 | $88.3K | 0.10% | +1,468+6.8% | Added |
| Choate Investment Advisors | 23,163 | $88.5K | 0.00% | −595−2.5% | Reduced |
| Riversedge Advisors, LLC | 23,247 | $88.8K | 0.02% | +3,169+15.8% | Added |
| Trust Point Inc. | 23,380 | $89.3K | 0.01% | −240−1.0% | Reduced |
| Keybank National Association | 23,586 | $90.1K | 0.00% | +5,536+30.7% | Added |
| Sage Mountain Advisors LLC | 23,683 | $90.5K | 0.01% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 23,896 | $91.0K | 0.00% | +23,896 | New |
| Lazari Capital Management, Inc. | 23,992 | $91.6K | 0.04% | −2,916−10.8% | Reduced |
| Cooper Financial Group | 24,009 | $91.7K | 0.01% | +1,561+7.0% | Added |
| Bayesian Capital Management, LP | 24,200 | $92.4K | 0.02% | +24,200 | New |
| Scotia Capital Inc. | 24,215 | $92.5K | 0.00% | +205+0.9% | Added |
| Keynote Financial Services LLC | 24,400 | $93.2K | 0.07% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 24,462 | $93.4K | 0.02% | +1,685+7.4% | Added |
| Marino, Stram & Associates LLC | 24,503 | $93.6K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 24,665 | $94.2K | 0.01% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 24,714 | $94.4K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 25,015 | $95.6K | 0.00% | +125+0.5% | Added |
| Pensionmark Financial Group, LLC | 25,394 | $97.0K | 0.00% | +3,197+14.4% | Added |
| Bruce G. Allen Investments, LLC | 25,863 | $98.8K | 0.08% | −17,338−40.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 25,997 | $99.3K | 0.00% | −113−0.4% | Reduced |
| CFO4Life Group, LLC | 26,356 | $100.7K | 0.02% | −10,051−27.6% | Reduced |
| Lindbrook Capital, LLC | 26,505 | $101.2K | 0.01% | +3,866+17.1% | Added |
| Brentview Investment Management LLC | 26,741 | $102.2K | 0.05% | +15,463+137.1% | Added |
| Whittier Trust Co of Nevada Inc | 26,898 | $102.5K | 0.00% | −1,354−4.8% | Reduced |
| TT Capital Management LLC | 26,971 | $103.0K | 0.09% | −2,500−8.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 26,985 | $103.1K | 0.05% | +6,433+31.3% | Added |
| Keel Point, LLC | 27,029 | $103.3K | 0.01% | +5,417+25.1% | Added |
| Virtue Capital Management, LLC | 27,457 | $105.0K | 0.01% | +3,655+15.4% | Added |
| Unique Wealth Strategies, LLC | 27,506 | $105.1K | 0.05% | −757−2.7% | Reduced |
| Traveka Wealth, LLC | 27,901 | $106.6K | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 27,917 | $106.6K | 0.00% | +13,786+97.6% | Added |
| Wedmont Private Capital | 29,791 | $106.9K | 0.01% | −838−2.7% | Reduced |
| Sage Investment Counsel LLC | 28,000 | $107.0K | 0.14% | 00.0% | Unchanged |
| Summit Financial, LLC | 28,566 | $109.1K | 0.00% | −444−1.5% | Reduced |
| Wallace Advisory Group, LLC | 40,415 | $109.9K | 0.08% | −294−0.7% | Reduced |
| Hilltop Holdings Inc. | 29,176 | $111.5K | 0.01% | +3,951+15.7% | Added |
| Coldstream Capital Management Inc | 29,345 | $112.1K | 0.00% | +3,554+13.8% | Added |
| Insigneo Advisory Services, LLC | 29,692 | $113.4K | 0.01% | +4,851+19.5% | Added |
| Guggenheim Capital LLC | 29,794 | $113.8K | 0.00% | +9,296+45.4% | Added |
| Legacy Financial Advisors, Inc. | 30,235 | $115.5K | 0.02% | −9,607−24.1% | Reduced |
| Abel Hall, LLC | 31,454 | $120.2K | 0.07% | +9,205+41.4% | Added |
| EverSource Wealth Advisors, LLC | 31,495 | $120.3K | 0.01% | +10,258+48.3% | Added |
| Diversify Advisory Services, LLC | 30,428 | $121.1K | 0.01% | −2,256−6.9% | Reduced |