Skip to main content

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.

Other share classesLLDTFLLOBF

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.

Institutional holdersQ1 2025: 455 institutions
Q1 2021: 228 institutionsQ2 2021: 243 institutionsQ3 2021: 255 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 298 institutionsQ3 2022: 298 institutionsQ4 2022: 320 institutionsQ1 2023: 330 institutionsQ2 2023: 342 institutionsQ3 2023: 351 institutionsQ4 2023: 392 institutionsQ1 2024: 389 institutionsQ2 2024: 425 institutionsQ3 2024: 431 institutionsQ4 2024: 456 institutionsQ1 2025: 455 institutionsQ2 2025: 478 institutionsQ3 2025: 480 institutionsQ4 2025: 517 institutionsQ1 2026: 572 institutionsQ2 2026: 613 institutions
Value heldQ1 2025: $2.05B
Q1 2021: $573.3MQ2 2021: $688.5MQ3 2021: $612.5MQ4 2021: $708.3MQ1 2022: $748.6MQ2 2022: $668.1MQ3 2022: $656.4MQ4 2022: $781.1MQ1 2023: $809.7MQ2 2023: $769.2MQ3 2023: $677.7MQ4 2023: $869.0MQ1 2024: $961.5MQ2 2024: $1.05BQ3 2024: $1.26BQ4 2024: $1.14BQ1 2025: $2.05BQ2 2025: $2.15BQ3 2025: $2.40BQ4 2025: $2.69BQ1 2026: $3.07BQ2 2026: $3.45B
Institutions holding LYG and their total value by quarter
QuarterHoldersValue
Q2 2026613$3.45B
Q1 2026572$3.07B
Q4 2025517$2.69B
Q3 2025480$2.40B
Q2 2025478$2.15B
Q1 2025455$2.05B
Q4 2024456$1.14B
Q3 2024431$1.26B
Q2 2024425$1.05B
Q1 2024389$961.5M
Q4 2023392$869.0M
Q3 2023351$677.7M
Q2 2023342$769.2M
Q1 2023330$809.7M
Q4 2022320$781.1M
Q3 2022298$656.4M
Q2 2022298$668.1M
Q1 2022298$748.6M
Q4 2021282$708.3M
Q3 2021255$612.5M
Q2 2021243$688.5M
Q1 2021228$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.

Institutions holding LYG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Qtron Investments LLC201,283$768.9K0.12%+456+0.2%Added
Edge Wealth Management LLC200,000$764.0K0.15%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital198,538$758.4K0.01%+97,801+97.1%Added
Legacy Wealth Asset Management, LLC195,022$745.0K0.21%−5,904−2.9%Reduced
The PNC Financial Services Group, Inc.193,690$739.9K0.00%+1,202+0.6%Added
Intrust Bank NA190,437$727.5K0.07%−5,441−2.8%Reduced
Yousif Capital Management, LLC188,968$721.9K0.01%00.0%Unchanged
Forum Financial Management, LP181,796$694.5K0.01%00.0%Unchanged
Sanctuary Advisors, LLC181,162$692.0K0.00%−15,098−7.7%Reduced
Atomi Financial Group, Inc.179,678$686.4K0.03%+22,016+14.0%Added
Centiva Capital, LP176,494$674.2K0.04%+176,494New
Envestnet Portfolio Solutions, Inc.172,972$660.8K0.00%−187,699−52.0%Reduced
Acadian Asset Management LLC167,525$639.0K0.00%+167,525New
Jones Financial Companies LLLP166,220$638.3K0.00%−1,596−1.0%Reduced
Rhumbline Advisers166,405$635.7K0.00%−4,784−2.8%Reduced
Pinnacle Associates Ltd164,901$629.9K0.01%+8,831+5.7%Added
Kathmere Capital Management, LLC163,831$625.8K0.05%+30,275+22.7%Added
Invesco Ltd.162,927$622.4K0.00%−44,063−21.3%Reduced
Stephens Inc161,640$617.5K0.01%+4,013+2.5%Added
Ballentine Partners, LLC160,999$615.0K0.01%+23,425+17.0%Added
Cable Hill Partners, LLC149,993$608.0K0.06%−538−0.4%Reduced
Gallacher Capital Management LLC156,877$599.3K0.29%−13,640−8.0%Reduced
Public Employees Retirement System of Ohio155,853$595.4K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC155,177$592.8K0.05%−4,232−2.7%Reduced
Susquehanna International Group, LLP154,558$590.4K0.00%−125,589−44.8%Reduced
Commonwealth Equity Services, LLC153,116$585.0K0.00%+19,180+14.3%Added
Patriot Financial Group Insurance Agency, LLC152,180$581.3K0.08%−7,380−4.6%Reduced
Ronald Blue Trust, Inc.149,600$571.5K0.01%+18,238+13.9%Added
Russell Investments Group, Ltd.148,844$568.6K0.00%+54,823+58.3%Added
Wiley Bros.-Aintree Capital, LLC143,565$551.4K0.01%+30,349+26.8%Added
Aaron Wealth Advisors139,917$534.5K0.06%+8,757+6.7%Added
CI Private Wealth, LLC139,796$534.0K0.00%+15,785+12.7%Added
Syon Capital LLC139,091$531.3K0.04%−4,612−3.2%Reduced
Pacer Advisors, Inc.132,831$507.4K0.00%+3,831+3.0%Added
Advisor Group Holdings, Inc.128,662$491.5K0.00%−32,000−19.9%Reduced
Janney Montgomery Scott LLC128,390$490.0K0.00%−20,435−13.7%Reduced
Apollon Wealth Management, LLC127,795$488.2K0.01%+5,154+4.2%Added
Evergreen Capital Management LLC124,740$476.5K0.02%−1,069−0.8%Reduced
Wealth Alliance123,946$473.5K0.06%+9,355+8.2%Added
Allspring Global Investments Holdings, LLC123,414$470.2K0.00%+5,576+4.7%Added
Cambridge Investment Research Advisors, Inc.122,553$468.0K0.00%−4,382−3.5%Reduced
United Capital Financial Advisers, LLC121,364$463.6K0.00%+684+0.6%Added
Dorsey & Whitney Trust CO LLC120,360$459.8K0.03%+51,108+73.8%Added
We Are One Seven, LLC115,527$441.3K0.02%−22,785−16.5%Reduced
Resources Investment Advisors, LLC.114,694$438.1K0.01%+4,895+4.5%Added
Glenmede Trust Co NA111,494$425.9K0.00%+4,123+3.8%Added
Northwestern Mutual Wealth Management Co109,796$419.4K0.00%−61,680−36.0%Reduced
Aprio Wealth Management, LLC109,587$418.6K0.05%+36,560+50.1%Added
Portside Wealth Group, LLC103,316$394.7K0.06%+9,264+9.8%Added
Papamarkou Wellner Asset Management inc.102,850$392.9K0.27%+41,200+66.8%Added
Captrust Financial Advisors100,950$385.6K0.00%+56,167+125.4%Added
Aegis Wealth Management LLC98,975$378.1K0.22%00.0%Unchanged
Ieq Capital, LLC98,957$378.0K0.00%+6,032+6.5%Added
Cetera Trust Company, N.A97,075$370.8K0.24%00.0%Unchanged
Callan Capital, LLC94,353$360.4K0.03%+19,080+25.3%Added
Integrated Wealth Concepts LLC91,815$350.7K0.00%−3,433−3.6%Reduced
Cypress Wealth Services, LLC90,605$346.1K0.07%−799−0.9%Reduced
Quantbot Technologies LP90,419$345.4K0.01%−42,979−32.2%Reduced
Blue Barn Wealth, LLC89,547$342.1K0.18%+15,386+20.7%Added
BNP Paribas Arbitrage, SA88,041$336.3K0.00%−69,573−44.1%Reduced
ICONIQ Capital, LLC87,502$334.3K0.01%+57,750+194.1%Added
Advisory Services Network, LLC86,401$330.1K0.01%−14,550−14.4%Reduced
Knights of Columbus Asset Advisors LLC86,164$329.1K0.02%−26,150−23.3%Reduced
Skopos Labs, Inc.85,517$326.7K0.07%+85,517New
Marcum Wealth, LLC85,341$326.0K0.03%+9,951+13.2%Added
May Hill Capital, LLC84,725$323.6K0.12%+1,242+1.5%Added
Pitcairn Co81,913$312.9K0.02%+4,798+6.2%Added
RSM US Wealth Management LLC81,411$311.0K0.00%+6,031+8.0%Added
Norden Group LLC79,726$304.6K0.04%+254+0.3%Added
Eagle Rock Investment Company, LLC77,176$294.8K0.05%00.0%Unchanged
Sivia Capital Partners, LLC77,154$294.7K0.14%+10,318+15.4%Added
Anchor Investment Management, LLC76,000$290.3K0.03%00.0%Unchanged
Financial Advocates Investment Management75,664$289.0K0.02%+6,393+9.2%Added
Sequoia Financial Advisors, LLC75,371$287.9K0.00%+7,203+10.6%Added
Continuum Advisory, LLC73,690$281.5K0.04%−22,192−23.1%Reduced
Independent Advisor Alliance71,964$274.9K0.01%−3,085−4.1%Reduced
Foundations Investment Advisors, LLC71,948$274.8K0.01%−10,059−12.3%Reduced
Callan Family Office, LLC70,957$271.1K0.02%−8,719−10.9%Reduced
Atria Wealth Solutions, Inc.70,812$270.5K0.00%+6,089+9.4%Added
Smartleaf Asset Management LLC68,998$265.0K0.03%−11,763−14.6%Reduced
Prosperity Consulting Group, LLC68,331$261.0K0.02%+1,994+3.0%Added
Gibbs Wealth Management68,088$260.1K0.06%+7,948+13.2%Added
First Affirmative Financial Network66,987$255.9K0.16%−12,460−15.7%Reduced
Alliance Wealth Advisors, LLC66,417$253.7K0.15%+3,890+6.2%Added
Checchi Capital Advisers, LLC65,389$249.8K0.02%+12,585+23.8%Added
Allworth Financial LP63,291$247.5K0.00%+179+0.3%Added
Eqis Capital Management, Inc.64,566$246.6K0.02%−24,698−27.7%Reduced
Beverly Hills Private Wealth, LLC64,072$244.8K0.05%−1,087−1.7%Reduced
Tranquilli Financial Advisor LLC62,911$240.3K0.15%+14,097+28.9%Added
Bryn Mawr Trust Co61,974$236.7K0.00%−21,547−25.8%Reduced
Perigon Wealth Management, LLC61,411$234.6K0.01%+2,617+4.5%Added
Fielder Capital Group LLC60,993$233.0K0.07%00.0%Unchanged
M&T Bank Corp59,945$229.5K0.00%+4,560+8.2%Added
Ascent Group, LLC59,130$225.9K0.01%+9,626+19.4%Added
Aspen Grove Capital, LLC59,020$225.5K0.04%−8,473−12.6%Reduced
Synovus Financial Corp58,936$225.1K0.00%00.0%Unchanged
HB Wealth Management, LLC58,645$224.0K0.00%+20,162+52.4%Added
Wealth Enhancement Advisory Services, LLC58,445$223.3K0.00%−66,780−53.3%Reduced
Axxcess Wealth Management, LLC58,399$223.1K0.01%+1,322+2.3%Added
TD Private Client Wealth LLC58,241$222.5K0.01%+39,302+207.5%Added