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 |
|---|---|---|---|---|---|
| Copperleaf Capital, LLC | 32,276 | $123.3K | 0.07% | +5,375+20.0% | Added |
| Prospera Financial Services Inc | 33,070 | $126.3K | 0.00% | +756+2.3% | Added |
| MQS Management LLC | 33,093 | $126.4K | 0.07% | +33,093 | New |
| Diversify Wealth Management, LLC | 31,907 | $127.0K | 0.01% | −5,433−14.6% | Reduced |
| Tower Research Capital LLC (TRC) | 33,772 | $129.0K | 0.00% | −29,380−46.5% | Reduced |
| Prudent Man Advisors, LLC | 34,326 | $131.1K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34,877 | $133.2K | 0.00% | +184+0.5% | Added |
| Lido Advisors, LLC | 35,043 | $133.9K | 0.00% | −703−2.0% | Reduced |
| Addison Advisors LLC | 35,208 | $134.5K | 0.04% | +767+2.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 35,263 | $134.7K | 0.08% | −131−0.4% | Reduced |
| Platform Technology Partners | 35,457 | $135.4K | 0.04% | −400−1.1% | Reduced |
| Optas, LLC | 35,657 | $136.2K | 0.02% | −1,250−3.4% | Reduced |
| Personal Cfo Solutions, LLC | 35,695 | $136.4K | 0.03% | −1,166−3.2% | Reduced |
| SRS Capital Advisors, Inc. | 36,068 | $137.8K | 0.01% | +23,020+176.4% | Added |
| Crumly & Associates Inc. | 36,162 | $138.1K | 0.04% | +2,884+8.7% | Added |
| Claro Advisors LLC | 37,280 | $142.4K | 0.02% | −2,462−6.2% | Reduced |
| Fortress Private Ledger, LLC | 38,410 | $146.7K | 0.08% | +17,302+82.0% | Added |
| Drive Wealth Management, LLC | 38,466 | $146.9K | 0.03% | −1,988−4.9% | Reduced |
| BSW Wealth Partners | 38,984 | $148.9K | 0.02% | −2,955−7.0% | Reduced |
| Rehmann Capital Advisory Group | 39,019 | $149.1K | 0.01% | +680+1.8% | Added |
| Change Path, LLC | 40,077 | $153.1K | 0.00% | +1,772+4.6% | Added |
| Baker Tilly Wealth Management, LLC | 40,458 | $154.6K | 0.06% | +2,410+6.3% | Added |
| Prime Capital Investment Advisors, LLC | 40,459 | $154.6K | 0.00% | +291+0.7% | Added |
| Hoxton Planning & Management, LLC | 41,119 | $157.1K | 0.06% | +1,972+5.0% | Added |
| Schechter Investment Advisors, LLC | 41,494 | $158.5K | 0.01% | −10,001−19.4% | Reduced |
| Cromwell Holdings LLC | 41,924 | $160.2K | 0.10% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 42,042 | $160.6K | 0.01% | +11,588+38.1% | Added |
| Decatur Capital Management, Inc. | 43,098 | $164.6K | 0.09% | −106−0.2% | Reduced |
| Thrivent Financial for Lutherans | 60,071 | $166.0K | 0.00% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 44,185 | $168.8K | 0.03% | +1,544+3.6% | Added |
| Earnest Partners LLC | 44,243 | $169.0K | 0.00% | −9,981−18.4% | Reduced |
| HSBC Holdings PLC | 44,339 | $169.9K | 0.00% | −6,598−13.0% | Reduced |
| Sagespring Wealth Partners, LLC | 44,627 | $170.5K | 0.00% | +44,627 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 45,390 | $173.4K | 0.00% | −6,300−12.2% | Reduced |
| West Family Investments, Inc. | 45,390 | $173.4K | 0.07% | +22,074+94.7% | Added |
| Foster Victor Wealth Advisors, LLC | 48,592 | $174.4K | 0.01% | −5,667−10.4% | Reduced |
| Brookstone Capital Management | 45,675 | $174.5K | 0.00% | −3,235−6.6% | Reduced |
| Natural Investments, LLC | 45,841 | $175.0K | 0.05% | −3,050−6.2% | Reduced |
| Silvercrest Asset Management Group LLC | 46,406 | $177.3K | 0.00% | +46,406 | New |
| Sage Rhino Capital LLC | 46,795 | $178.8K | 0.04% | +4,358+10.3% | Added |
| CWM, LLC | 46,801 | $179.0K | 0.00% | −6,347−11.9% | Reduced |
| Clarius Group, LLC | 49,760 | $190.1K | 0.01% | +7,886+18.8% | Added |
| one8zero8, LLC | 50,000 | $191.0K | 0.05% | 00.0% | Unchanged |
| Toronto Dominion Bank | 54,025 | $206.0K | 0.00% | −9,450−14.9% | Reduced |
| HighPoint Advisor Group LLC | 51,905 | $206.6K | 0.01% | +419+0.8% | Added |
| Five Oceans Advisors | 54,791 | $209.3K | 0.10% | −9,812−15.2% | Reduced |
| Icon Wealth Advisors, LLC | 55,198 | $210.9K | 0.02% | −7,268−11.6% | Reduced |
| Meriwether Wealth & Planning, LLC | 55,279 | $211.2K | 0.14% | +4,116+8.0% | Added |
| Cape Investment Advisory, Inc. | 55,379 | $211.5K | 0.08% | −3,530−6.0% | Reduced |
| Parallel Advisors, LLC | 56,101 | $214.3K | 0.00% | +13,886+32.9% | Added |
| Kestra Advisory Services, LLC | 56,456 | $215.7K | 0.00% | −23,495−29.4% | Reduced |
| Valeo Financial Advisors, LLC | 56,872 | $217.3K | 0.01% | +7,848+16.0% | Added |
| GAMMA Investing LLC | 57,543 | $219.8K | 0.02% | +11,225+24.2% | Added |
| PDS Planning, Inc | 57,598 | $220.0K | 0.02% | +14,169+32.6% | Added |
| State Street Corp | 58,094 | $221.9K | 0.00% | +370+0.6% | Added |
| TD Private Client Wealth LLC | 58,241 | $222.5K | 0.01% | +39,302+207.5% | Added |
| Axxcess Wealth Management, LLC | 58,399 | $223.1K | 0.01% | +1,322+2.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 58,445 | $223.3K | 0.00% | −66,780−53.3% | Reduced |
| HB Wealth Management, LLC | 58,645 | $224.0K | 0.00% | +20,162+52.4% | Added |
| Synovus Financial Corp | 58,936 | $225.1K | 0.00% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 59,020 | $225.5K | 0.04% | −8,473−12.6% | Reduced |
| Ascent Group, LLC | 59,130 | $225.9K | 0.01% | +9,626+19.4% | Added |
| M&T Bank Corp | 59,945 | $229.5K | 0.00% | +4,560+8.2% | Added |
| Fielder Capital Group LLC | 60,993 | $233.0K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 61,411 | $234.6K | 0.01% | +2,617+4.5% | Added |
| Bryn Mawr Trust Co | 61,974 | $236.7K | 0.00% | −21,547−25.8% | Reduced |
| Tranquilli Financial Advisor LLC | 62,911 | $240.3K | 0.15% | +14,097+28.9% | Added |
| Beverly Hills Private Wealth, LLC | 64,072 | $244.8K | 0.05% | −1,087−1.7% | Reduced |
| Eqis Capital Management, Inc. | 64,566 | $246.6K | 0.02% | −24,698−27.7% | Reduced |
| Allworth Financial LP | 63,291 | $247.5K | 0.00% | +179+0.3% | Added |
| Checchi Capital Advisers, LLC | 65,389 | $249.8K | 0.02% | +12,585+23.8% | Added |
| Alliance Wealth Advisors, LLC | 66,417 | $253.7K | 0.15% | +3,890+6.2% | Added |
| First Affirmative Financial Network | 66,987 | $255.9K | 0.16% | −12,460−15.7% | Reduced |
| Gibbs Wealth Management | 68,088 | $260.1K | 0.06% | +7,948+13.2% | Added |
| Prosperity Consulting Group, LLC | 68,331 | $261.0K | 0.02% | +1,994+3.0% | Added |
| Smartleaf Asset Management LLC | 68,998 | $265.0K | 0.03% | −11,763−14.6% | Reduced |
| Atria Wealth Solutions, Inc. | 70,812 | $270.5K | 0.00% | +6,089+9.4% | Added |
| Callan Family Office, LLC | 70,957 | $271.1K | 0.02% | −8,719−10.9% | Reduced |
| Foundations Investment Advisors, LLC | 71,948 | $274.8K | 0.01% | −10,059−12.3% | Reduced |
| Independent Advisor Alliance | 71,964 | $274.9K | 0.01% | −3,085−4.1% | Reduced |
| Continuum Advisory, LLC | 73,690 | $281.5K | 0.04% | −22,192−23.1% | Reduced |
| Sequoia Financial Advisors, LLC | 75,371 | $287.9K | 0.00% | +7,203+10.6% | Added |
| Financial Advocates Investment Management | 75,664 | $289.0K | 0.02% | +6,393+9.2% | Added |
| Anchor Investment Management, LLC | 76,000 | $290.3K | 0.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 77,154 | $294.7K | 0.14% | +10,318+15.4% | Added |
| Eagle Rock Investment Company, LLC | 77,176 | $294.8K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 79,726 | $304.6K | 0.04% | +254+0.3% | Added |
| RSM US Wealth Management LLC | 81,411 | $311.0K | 0.00% | +6,031+8.0% | Added |
| Pitcairn Co | 81,913 | $312.9K | 0.02% | +4,798+6.2% | Added |
| May Hill Capital, LLC | 84,725 | $323.6K | 0.12% | +1,242+1.5% | Added |
| Marcum Wealth, LLC | 85,341 | $326.0K | 0.03% | +9,951+13.2% | Added |
| Skopos Labs, Inc. | 85,517 | $326.7K | 0.07% | +85,517 | New |
| Knights of Columbus Asset Advisors LLC | 86,164 | $329.1K | 0.02% | −26,150−23.3% | Reduced |
| Advisory Services Network, LLC | 86,401 | $330.1K | 0.01% | −14,550−14.4% | Reduced |
| ICONIQ Capital, LLC | 87,502 | $334.3K | 0.01% | +57,750+194.1% | Added |
| BNP Paribas Arbitrage, SA | 88,041 | $336.3K | 0.00% | −69,573−44.1% | Reduced |
| Blue Barn Wealth, LLC | 89,547 | $342.1K | 0.18% | +15,386+20.7% | Added |
| Quantbot Technologies LP | 90,419 | $345.4K | 0.01% | −42,979−32.2% | Reduced |
| Cypress Wealth Services, LLC | 90,605 | $346.1K | 0.07% | −799−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 91,815 | $350.7K | 0.00% | −3,433−3.6% | Reduced |