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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 201,283 | $768.9K | 0.12% | +456+0.2% | Added |
| Edge Wealth Management LLC | 200,000 | $764.0K | 0.15% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 198,538 | $758.4K | 0.01% | +97,801+97.1% | Added |
| Legacy Wealth Asset Management, LLC | 195,022 | $745.0K | 0.21% | −5,904−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 193,690 | $739.9K | 0.00% | +1,202+0.6% | Added |
| Intrust Bank NA | 190,437 | $727.5K | 0.07% | −5,441−2.8% | Reduced |
| Yousif Capital Management, LLC | 188,968 | $721.9K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 181,796 | $694.5K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 181,162 | $692.0K | 0.00% | −15,098−7.7% | Reduced |
| Atomi Financial Group, Inc. | 179,678 | $686.4K | 0.03% | +22,016+14.0% | Added |
| Centiva Capital, LP | 176,494 | $674.2K | 0.04% | +176,494 | New |
| Envestnet Portfolio Solutions, Inc. | 172,972 | $660.8K | 0.00% | −187,699−52.0% | Reduced |
| Acadian Asset Management LLC | 167,525 | $639.0K | 0.00% | +167,525 | New |
| Jones Financial Companies LLLP | 166,220 | $638.3K | 0.00% | −1,596−1.0% | Reduced |
| Rhumbline Advisers | 166,405 | $635.7K | 0.00% | −4,784−2.8% | Reduced |
| Pinnacle Associates Ltd | 164,901 | $629.9K | 0.01% | +8,831+5.7% | Added |
| Kathmere Capital Management, LLC | 163,831 | $625.8K | 0.05% | +30,275+22.7% | Added |
| Invesco Ltd. | 162,927 | $622.4K | 0.00% | −44,063−21.3% | Reduced |
| Stephens Inc | 161,640 | $617.5K | 0.01% | +4,013+2.5% | Added |
| Ballentine Partners, LLC | 160,999 | $615.0K | 0.01% | +23,425+17.0% | Added |
| Cable Hill Partners, LLC | 149,993 | $608.0K | 0.06% | −538−0.4% | Reduced |
| Gallacher Capital Management LLC | 156,877 | $599.3K | 0.29% | −13,640−8.0% | Reduced |
| Public Employees Retirement System of Ohio | 155,853 | $595.4K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 155,177 | $592.8K | 0.05% | −4,232−2.7% | Reduced |
| Susquehanna International Group, LLP | 154,558 | $590.4K | 0.00% | −125,589−44.8% | Reduced |
| Commonwealth Equity Services, LLC | 153,116 | $585.0K | 0.00% | +19,180+14.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 152,180 | $581.3K | 0.08% | −7,380−4.6% | Reduced |
| Ronald Blue Trust, Inc. | 149,600 | $571.5K | 0.01% | +18,238+13.9% | Added |
| Russell Investments Group, Ltd. | 148,844 | $568.6K | 0.00% | +54,823+58.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 143,565 | $551.4K | 0.01% | +30,349+26.8% | Added |
| Aaron Wealth Advisors | 139,917 | $534.5K | 0.06% | +8,757+6.7% | Added |
| CI Private Wealth, LLC | 139,796 | $534.0K | 0.00% | +15,785+12.7% | Added |
| Syon Capital LLC | 139,091 | $531.3K | 0.04% | −4,612−3.2% | Reduced |
| Pacer Advisors, Inc. | 132,831 | $507.4K | 0.00% | +3,831+3.0% | Added |
| Advisor Group Holdings, Inc. | 128,662 | $491.5K | 0.00% | −32,000−19.9% | Reduced |
| Janney Montgomery Scott LLC | 128,390 | $490.0K | 0.00% | −20,435−13.7% | Reduced |
| Apollon Wealth Management, LLC | 127,795 | $488.2K | 0.01% | +5,154+4.2% | Added |
| Evergreen Capital Management LLC | 124,740 | $476.5K | 0.02% | −1,069−0.8% | Reduced |
| Wealth Alliance | 123,946 | $473.5K | 0.06% | +9,355+8.2% | Added |
| Allspring Global Investments Holdings, LLC | 123,414 | $470.2K | 0.00% | +5,576+4.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 122,553 | $468.0K | 0.00% | −4,382−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 121,364 | $463.6K | 0.00% | +684+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 120,360 | $459.8K | 0.03% | +51,108+73.8% | Added |
| We Are One Seven, LLC | 115,527 | $441.3K | 0.02% | −22,785−16.5% | Reduced |
| Resources Investment Advisors, LLC. | 114,694 | $438.1K | 0.01% | +4,895+4.5% | Added |
| Glenmede Trust Co NA | 111,494 | $425.9K | 0.00% | +4,123+3.8% | Added |
| Northwestern Mutual Wealth Management Co | 109,796 | $419.4K | 0.00% | −61,680−36.0% | Reduced |
| Aprio Wealth Management, LLC | 109,587 | $418.6K | 0.05% | +36,560+50.1% | Added |
| Portside Wealth Group, LLC | 103,316 | $394.7K | 0.06% | +9,264+9.8% | Added |
| Papamarkou Wellner Asset Management inc. | 102,850 | $392.9K | 0.27% | +41,200+66.8% | Added |
| Captrust Financial Advisors | 100,950 | $385.6K | 0.00% | +56,167+125.4% | Added |
| Aegis Wealth Management LLC | 98,975 | $378.1K | 0.22% | 00.0% | Unchanged |
| Ieq Capital, LLC | 98,957 | $378.0K | 0.00% | +6,032+6.5% | Added |
| Cetera Trust Company, N.A | 97,075 | $370.8K | 0.24% | 00.0% | Unchanged |
| Callan Capital, LLC | 94,353 | $360.4K | 0.03% | +19,080+25.3% | Added |
| Integrated Wealth Concepts LLC | 91,815 | $350.7K | 0.00% | −3,433−3.6% | Reduced |
| Cypress Wealth Services, LLC | 90,605 | $346.1K | 0.07% | −799−0.9% | Reduced |
| Quantbot Technologies LP | 90,419 | $345.4K | 0.01% | −42,979−32.2% | Reduced |
| Blue Barn Wealth, LLC | 89,547 | $342.1K | 0.18% | +15,386+20.7% | Added |
| BNP Paribas Arbitrage, SA | 88,041 | $336.3K | 0.00% | −69,573−44.1% | Reduced |
| ICONIQ Capital, LLC | 87,502 | $334.3K | 0.01% | +57,750+194.1% | Added |
| Advisory Services Network, LLC | 86,401 | $330.1K | 0.01% | −14,550−14.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 86,164 | $329.1K | 0.02% | −26,150−23.3% | Reduced |
| Skopos Labs, Inc. | 85,517 | $326.7K | 0.07% | +85,517 | New |
| Marcum Wealth, LLC | 85,341 | $326.0K | 0.03% | +9,951+13.2% | Added |
| May Hill Capital, LLC | 84,725 | $323.6K | 0.12% | +1,242+1.5% | Added |
| Pitcairn Co | 81,913 | $312.9K | 0.02% | +4,798+6.2% | Added |
| RSM US Wealth Management LLC | 81,411 | $311.0K | 0.00% | +6,031+8.0% | Added |
| Norden Group LLC | 79,726 | $304.6K | 0.04% | +254+0.3% | Added |
| Eagle Rock Investment Company, LLC | 77,176 | $294.8K | 0.05% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 77,154 | $294.7K | 0.14% | +10,318+15.4% | Added |
| Anchor Investment Management, LLC | 76,000 | $290.3K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 75,664 | $289.0K | 0.02% | +6,393+9.2% | Added |
| Sequoia Financial Advisors, LLC | 75,371 | $287.9K | 0.00% | +7,203+10.6% | Added |
| Continuum Advisory, LLC | 73,690 | $281.5K | 0.04% | −22,192−23.1% | Reduced |
| Independent Advisor Alliance | 71,964 | $274.9K | 0.01% | −3,085−4.1% | Reduced |
| Foundations Investment Advisors, LLC | 71,948 | $274.8K | 0.01% | −10,059−12.3% | Reduced |
| Callan Family Office, LLC | 70,957 | $271.1K | 0.02% | −8,719−10.9% | Reduced |
| Atria Wealth Solutions, Inc. | 70,812 | $270.5K | 0.00% | +6,089+9.4% | Added |
| Smartleaf Asset Management LLC | 68,998 | $265.0K | 0.03% | −11,763−14.6% | Reduced |
| Prosperity Consulting Group, LLC | 68,331 | $261.0K | 0.02% | +1,994+3.0% | Added |
| Gibbs Wealth Management | 68,088 | $260.1K | 0.06% | +7,948+13.2% | Added |
| First Affirmative Financial Network | 66,987 | $255.9K | 0.16% | −12,460−15.7% | Reduced |
| Alliance Wealth Advisors, LLC | 66,417 | $253.7K | 0.15% | +3,890+6.2% | Added |
| Checchi Capital Advisers, LLC | 65,389 | $249.8K | 0.02% | +12,585+23.8% | Added |
| Allworth Financial LP | 63,291 | $247.5K | 0.00% | +179+0.3% | Added |
| Eqis Capital Management, Inc. | 64,566 | $246.6K | 0.02% | −24,698−27.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 64,072 | $244.8K | 0.05% | −1,087−1.7% | Reduced |
| Tranquilli Financial Advisor LLC | 62,911 | $240.3K | 0.15% | +14,097+28.9% | Added |
| Bryn Mawr Trust Co | 61,974 | $236.7K | 0.00% | −21,547−25.8% | Reduced |
| Perigon Wealth Management, LLC | 61,411 | $234.6K | 0.01% | +2,617+4.5% | Added |
| Fielder Capital Group LLC | 60,993 | $233.0K | 0.07% | 00.0% | Unchanged |
| M&T Bank Corp | 59,945 | $229.5K | 0.00% | +4,560+8.2% | Added |
| Ascent Group, LLC | 59,130 | $225.9K | 0.01% | +9,626+19.4% | Added |
| Aspen Grove Capital, LLC | 59,020 | $225.5K | 0.04% | −8,473−12.6% | Reduced |
| Synovus Financial Corp | 58,936 | $225.1K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 58,645 | $224.0K | 0.00% | +20,162+52.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 58,445 | $223.3K | 0.00% | −66,780−53.3% | Reduced |
| Axxcess Wealth Management, LLC | 58,399 | $223.1K | 0.01% | +1,322+2.3% | Added |
| TD Private Client Wealth LLC | 58,241 | $222.5K | 0.01% | +39,302+207.5% | Added |