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 |
|---|---|---|---|---|---|
| Callan Capital, LLC | 94,353 | $360.4K | 0.03% | +19,080+25.3% | Added |
| Cetera Trust Company, N.A | 97,075 | $370.8K | 0.24% | 00.0% | Unchanged |
| Ieq Capital, LLC | 98,957 | $378.0K | 0.00% | +6,032+6.5% | Added |
| Aegis Wealth Management LLC | 98,975 | $378.1K | 0.22% | 00.0% | Unchanged |
| Captrust Financial Advisors | 100,950 | $385.6K | 0.00% | +56,167+125.4% | Added |
| Papamarkou Wellner Asset Management inc. | 102,850 | $392.9K | 0.27% | +41,200+66.8% | Added |
| Portside Wealth Group, LLC | 103,316 | $394.7K | 0.06% | +9,264+9.8% | Added |
| Aprio Wealth Management, LLC | 109,587 | $418.6K | 0.05% | +36,560+50.1% | Added |
| Northwestern Mutual Wealth Management Co | 109,796 | $419.4K | 0.00% | −61,680−36.0% | Reduced |
| Glenmede Trust Co NA | 111,494 | $425.9K | 0.00% | +4,123+3.8% | Added |
| Resources Investment Advisors, LLC. | 114,694 | $438.1K | 0.01% | +4,895+4.5% | Added |
| We Are One Seven, LLC | 115,527 | $441.3K | 0.02% | −22,785−16.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 120,360 | $459.8K | 0.03% | +51,108+73.8% | Added |
| United Capital Financial Advisers, LLC | 121,364 | $463.6K | 0.00% | +684+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 122,553 | $468.0K | 0.00% | −4,382−3.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 123,414 | $470.2K | 0.00% | +5,576+4.7% | Added |
| Wealth Alliance | 123,946 | $473.5K | 0.06% | +9,355+8.2% | Added |
| Evergreen Capital Management LLC | 124,740 | $476.5K | 0.02% | −1,069−0.8% | Reduced |
| Apollon Wealth Management, LLC | 127,795 | $488.2K | 0.01% | +5,154+4.2% | Added |
| Janney Montgomery Scott LLC | 128,390 | $490.0K | 0.00% | −20,435−13.7% | Reduced |
| Advisor Group Holdings, Inc. | 128,662 | $491.5K | 0.00% | −32,000−19.9% | Reduced |
| Pacer Advisors, Inc. | 132,831 | $507.4K | 0.00% | +3,831+3.0% | Added |
| Syon Capital LLC | 139,091 | $531.3K | 0.04% | −4,612−3.2% | Reduced |
| CI Private Wealth, LLC | 139,796 | $534.0K | 0.00% | +15,785+12.7% | Added |
| Aaron Wealth Advisors | 139,917 | $534.5K | 0.06% | +8,757+6.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 143,565 | $551.4K | 0.01% | +30,349+26.8% | Added |
| Russell Investments Group, Ltd. | 148,844 | $568.6K | 0.00% | +54,823+58.3% | Added |
| Ronald Blue Trust, Inc. | 149,600 | $571.5K | 0.01% | +18,238+13.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 152,180 | $581.3K | 0.08% | −7,380−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 153,116 | $585.0K | 0.00% | +19,180+14.3% | Added |
| Susquehanna International Group, LLP | 154,558 | $590.4K | 0.00% | −125,589−44.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 155,177 | $592.8K | 0.05% | −4,232−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 155,853 | $595.4K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 156,877 | $599.3K | 0.29% | −13,640−8.0% | Reduced |
| Cable Hill Partners, LLC | 149,993 | $608.0K | 0.06% | −538−0.4% | Reduced |
| Ballentine Partners, LLC | 160,999 | $615.0K | 0.01% | +23,425+17.0% | Added |
| Stephens Inc | 161,640 | $617.5K | 0.01% | +4,013+2.5% | Added |
| Invesco Ltd. | 162,927 | $622.4K | 0.00% | −44,063−21.3% | Reduced |
| Kathmere Capital Management, LLC | 163,831 | $625.8K | 0.05% | +30,275+22.7% | Added |
| Pinnacle Associates Ltd | 164,901 | $629.9K | 0.01% | +8,831+5.7% | Added |
| Rhumbline Advisers | 166,405 | $635.7K | 0.00% | −4,784−2.8% | Reduced |
| Jones Financial Companies LLLP | 166,220 | $638.3K | 0.00% | −1,596−1.0% | Reduced |
| Acadian Asset Management LLC | 167,525 | $639.0K | 0.00% | +167,525 | New |
| Envestnet Portfolio Solutions, Inc. | 172,972 | $660.8K | 0.00% | −187,699−52.0% | Reduced |
| Centiva Capital, LP | 176,494 | $674.2K | 0.04% | +176,494 | New |
| Atomi Financial Group, Inc. | 179,678 | $686.4K | 0.03% | +22,016+14.0% | Added |
| Sanctuary Advisors, LLC | 181,162 | $692.0K | 0.00% | −15,098−7.7% | Reduced |
| Forum Financial Management, LP | 181,796 | $694.5K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 188,968 | $721.9K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 190,437 | $727.5K | 0.07% | −5,441−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 193,690 | $739.9K | 0.00% | +1,202+0.6% | Added |
| Legacy Wealth Asset Management, LLC | 195,022 | $745.0K | 0.21% | −5,904−2.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 198,538 | $758.4K | 0.01% | +97,801+97.1% | Added |
| Edge Wealth Management LLC | 200,000 | $764.0K | 0.15% | 00.0% | Unchanged |
| Qtron Investments LLC | 201,283 | $768.9K | 0.12% | +456+0.2% | Added |
| XTX Topco Ltd | 205,118 | $783.6K | 0.04% | −28,012−12.0% | Reduced |
| Principal Securities, Inc. | 288,773 | $785.5K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 208,142 | $795.1K | 0.00% | +405+0.2% | Added |
| Marks Group Wealth Management, Inc | 220,620 | $842.8K | 0.08% | +10,507+5.0% | Added |
| Voya Financial Advisors, Inc. | 225,365 | $865.4K | 0.10% | +21,618+10.6% | Added |
| Ellevest, Inc. | 233,057 | $890.3K | 0.06% | −523−0.2% | Reduced |
| Ativo Capital Management LLC | 244,962 | $935.8K | 0.80% | −4,222−1.7% | Reduced |
| Private Advisor Group, LLC | 254,955 | $973.9K | 0.01% | +33,673+15.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 256,198 | $978.7K | 0.00% | +43,342+20.4% | Added |
| AQR Capital Management LLC | 263,246 | $1.01M | 0.00% | +145,772+124.1% | Added |
| Twin City Private Wealth, LLC | 267,995 | $1.02M | 0.90% | −88,521−24.8% | Reduced |
| RMB Capital Management, LLC | 289,766 | $1.11M | 0.03% | +289,766 | New |
| Atria Investments LLC | 293,537 | $1.12M | 0.01% | −13,923−4.5% | Reduced |
| Citadel Advisors LLC | 300,255 | $1.15M | 0.00% | −519−0.2% | Reduced |
| Koss-Olinger Consulting, LLC | 307,348 | $1.17M | 0.10% | +206,742+205.5% | Added |
| Signaturefd, LLC | 308,563 | $1.18M | 0.02% | +15,213+5.2% | Added |
| HF Advisory Group, LLC | 354,746 | $1.36M | 0.59% | +11,718+3.4% | Added |
| Naviter Wealth, LLC | 360,018 | $1.38M | 0.17% | −8,988−2.4% | Reduced |
| JPMorgan Chase & Co | 400,416 | $1.53M | 0.00% | −1,910,587−82.7% | Reduced |
| Lockheed Martin Investment Management Co | 420,060 | $1.60M | 0.07% | +156,060+59.1% | Added |
| NewEdge Wealth, LLC | 421,022 | $1.61M | 0.03% | −35,227−7.7% | Reduced |
| Morningstar Investment Services LLC | 435,473 | $1.66M | 0.30% | −577,769−57.0% | Reduced |
| Vident Advisory, LLC | 435,745 | $1.66M | 0.02% | +119,876+38.0% | Added |
| Neuberger Berman Group LLC | 452,059 | $1.73M | 0.00% | −10,580−2.3% | Reduced |
| CAPROCK Group, Inc. | 463,016 | $1.77M | 0.05% | −18,924−3.9% | Reduced |
| Truist Financial Corp | 470,311 | $1.80M | 0.00% | +16,606+3.7% | Added |
| Park Avenue Securities LLC | 478,335 | $1.83M | 0.02% | +189,458+65.6% | Added |
| Quadrant Capital Group LLC | 480,487 | $1.84M | 0.07% | +311,764+184.8% | Added |
| Eagle Global Advisors LLC | 500,000 | $1.91M | 0.08% | +500,000 | New |
| First Trust Advisors LP | 514,028 | $1.96M | 0.00% | −75,309−12.8% | Reduced |
| Bank of Montreal | 518,544 | $1.98M | 0.00% | +237,434+84.5% | Added |
| Pathstone Holdings, LLC | 525,641 | $2.01M | 0.01% | −22,891−4.2% | Reduced |
| AMG National Trust Bank | 592,510 | $2.26M | 0.06% | −409,972−40.9% | Reduced |
| English Capital Management LLC | 629,115 | $2.40M | 1.79% | 00.0% | Unchanged |
| Marshall Wace, LLP | 647,412 | $2.47M | 0.00% | +647,412 | New |
| SEI Investments Co | 665,509 | $2.54M | 0.00% | +42,367+6.8% | Added |
| Semmax Financial Advisors Inc. | 641,487 | $2.56M | 0.69% | −145,242−18.5% | Reduced |
| Cerity Partners LLC | 691,684 | $2.64M | 0.01% | +65,225+10.4% | Added |
| JustInvest LLC | 703,044 | $2.69M | 0.04% | +76,341+12.2% | Added |
| HighTower Advisors, LLC | 714,836 | $2.73M | 0.00% | −35,706−4.8% | Reduced |
| Avantax Advisory Services, Inc. | 719,229 | $2.75M | 0.02% | +87,102+13.8% | Added |
| Drucker Wealth 3.0, LLC | 724,137 | $2.77M | 0.61% | −28,631−3.8% | Reduced |
| Mariner, LLC | 792,603 | $3.03M | 0.01% | +50,511+6.8% | Added |
| Ameriprise Financial Inc | 812,185 | $3.10M | 0.00% | −17,772−2.1% | Reduced |
| Jane Street Group, LLC | 812,424 | $3.10M | 0.01% | +166,147+25.7% | Added |