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 |
|---|---|---|---|---|---|
| State Street Corp | 58,094 | $221.9K | 0.00% | +370+0.6% | Added |
| PDS Planning, Inc | 57,598 | $220.0K | 0.02% | +14,169+32.6% | Added |
| GAMMA Investing LLC | 57,543 | $219.8K | 0.02% | +11,225+24.2% | Added |
| Valeo Financial Advisors, LLC | 56,872 | $217.3K | 0.01% | +7,848+16.0% | Added |
| Kestra Advisory Services, LLC | 56,456 | $215.7K | 0.00% | −23,495−29.4% | Reduced |
| Parallel Advisors, LLC | 56,101 | $214.3K | 0.00% | +13,886+32.9% | Added |
| Cape Investment Advisory, Inc. | 55,379 | $211.5K | 0.08% | −3,530−6.0% | Reduced |
| Meriwether Wealth & Planning, LLC | 55,279 | $211.2K | 0.14% | +4,116+8.0% | Added |
| Icon Wealth Advisors, LLC | 55,198 | $210.9K | 0.02% | −7,268−11.6% | Reduced |
| Five Oceans Advisors | 54,791 | $209.3K | 0.10% | −9,812−15.2% | Reduced |
| HighPoint Advisor Group LLC | 51,905 | $206.6K | 0.01% | +419+0.8% | Added |
| Toronto Dominion Bank | 54,025 | $206.0K | 0.00% | −9,450−14.9% | Reduced |
| one8zero8, LLC | 50,000 | $191.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 49,760 | $190.1K | 0.01% | +7,886+18.8% | Added |
| CWM, LLC | 46,801 | $179.0K | 0.00% | −6,347−11.9% | Reduced |
| Sage Rhino Capital LLC | 46,795 | $178.8K | 0.04% | +4,358+10.3% | Added |
| Silvercrest Asset Management Group LLC | 46,406 | $177.3K | 0.00% | +46,406 | New |
| Natural Investments, LLC | 45,841 | $175.0K | 0.05% | −3,050−6.2% | Reduced |
| Brookstone Capital Management | 45,675 | $174.5K | 0.00% | −3,235−6.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 48,592 | $174.4K | 0.01% | −5,667−10.4% | Reduced |
| 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 |
| Sagespring Wealth Partners, LLC | 44,627 | $170.5K | 0.00% | +44,627 | New |
| HSBC Holdings PLC | 44,339 | $169.9K | 0.00% | −6,598−13.0% | Reduced |
| Earnest Partners LLC | 44,243 | $169.0K | 0.00% | −9,981−18.4% | Reduced |
| Wealthstream Advisors, Inc. | 44,185 | $168.8K | 0.03% | +1,544+3.6% | Added |
| Thrivent Financial for Lutherans | 60,071 | $166.0K | 0.00% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 43,098 | $164.6K | 0.09% | −106−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 42,042 | $160.6K | 0.01% | +11,588+38.1% | Added |
| Cromwell Holdings LLC | 41,924 | $160.2K | 0.10% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 41,494 | $158.5K | 0.01% | −10,001−19.4% | Reduced |
| Hoxton Planning & Management, LLC | 41,119 | $157.1K | 0.06% | +1,972+5.0% | Added |
| Prime Capital Investment Advisors, LLC | 40,459 | $154.6K | 0.00% | +291+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 40,458 | $154.6K | 0.06% | +2,410+6.3% | Added |
| Change Path, LLC | 40,077 | $153.1K | 0.00% | +1,772+4.6% | Added |
| Rehmann Capital Advisory Group | 39,019 | $149.1K | 0.01% | +680+1.8% | Added |
| BSW Wealth Partners | 38,984 | $148.9K | 0.02% | −2,955−7.0% | Reduced |
| Drive Wealth Management, LLC | 38,466 | $146.9K | 0.03% | −1,988−4.9% | Reduced |
| Fortress Private Ledger, LLC | 38,410 | $146.7K | 0.08% | +17,302+82.0% | Added |
| Claro Advisors LLC | 37,280 | $142.4K | 0.02% | −2,462−6.2% | Reduced |
| Crumly & Associates Inc. | 36,162 | $138.1K | 0.04% | +2,884+8.7% | Added |
| SRS Capital Advisors, Inc. | 36,068 | $137.8K | 0.01% | +23,020+176.4% | Added |
| Personal Cfo Solutions, LLC | 35,695 | $136.4K | 0.03% | −1,166−3.2% | Reduced |
| Optas, LLC | 35,657 | $136.2K | 0.02% | −1,250−3.4% | Reduced |
| Platform Technology Partners | 35,457 | $135.4K | 0.04% | −400−1.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 35,263 | $134.7K | 0.08% | −131−0.4% | Reduced |
| Addison Advisors LLC | 35,208 | $134.5K | 0.04% | +767+2.2% | Added |
| Lido Advisors, LLC | 35,043 | $133.9K | 0.00% | −703−2.0% | Reduced |
| IFP Advisors, Inc | 34,877 | $133.2K | 0.00% | +184+0.5% | Added |
| Prudent Man Advisors, LLC | 34,326 | $131.1K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 33,772 | $129.0K | 0.00% | −29,380−46.5% | Reduced |
| Diversify Wealth Management, LLC | 31,907 | $127.0K | 0.01% | −5,433−14.6% | Reduced |
| MQS Management LLC | 33,093 | $126.4K | 0.07% | +33,093 | New |
| Prospera Financial Services Inc | 33,070 | $126.3K | 0.00% | +756+2.3% | Added |
| Copperleaf Capital, LLC | 32,276 | $123.3K | 0.07% | +5,375+20.0% | Added |
| Diversify Advisory Services, LLC | 30,428 | $121.1K | 0.01% | −2,256−6.9% | Reduced |
| EverSource Wealth Advisors, LLC | 31,495 | $120.3K | 0.01% | +10,258+48.3% | Added |
| Abel Hall, LLC | 31,454 | $120.2K | 0.07% | +9,205+41.4% | Added |
| Legacy Financial Advisors, Inc. | 30,235 | $115.5K | 0.02% | −9,607−24.1% | Reduced |
| Guggenheim Capital LLC | 29,794 | $113.8K | 0.00% | +9,296+45.4% | Added |
| Insigneo Advisory Services, LLC | 29,692 | $113.4K | 0.01% | +4,851+19.5% | Added |
| Coldstream Capital Management Inc | 29,345 | $112.1K | 0.00% | +3,554+13.8% | Added |
| Hilltop Holdings Inc. | 29,176 | $111.5K | 0.01% | +3,951+15.7% | Added |
| Wallace Advisory Group, LLC | 40,415 | $109.9K | 0.08% | −294−0.7% | Reduced |
| Summit Financial, LLC | 28,566 | $109.1K | 0.00% | −444−1.5% | Reduced |
| Sage Investment Counsel LLC | 28,000 | $107.0K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 29,791 | $106.9K | 0.01% | −838−2.7% | Reduced |
| CIBC Asset Management Inc | 27,917 | $106.6K | 0.00% | +13,786+97.6% | Added |
| Traveka Wealth, LLC | 27,901 | $106.6K | 0.06% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 27,506 | $105.1K | 0.05% | −757−2.7% | Reduced |
| Virtue Capital Management, LLC | 27,457 | $105.0K | 0.01% | +3,655+15.4% | Added |
| Keel Point, LLC | 27,029 | $103.3K | 0.01% | +5,417+25.1% | Added |
| Retirement Planning Co of New England, Inc. | 26,985 | $103.1K | 0.05% | +6,433+31.3% | Added |
| TT Capital Management LLC | 26,971 | $103.0K | 0.09% | −2,500−8.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,898 | $102.5K | 0.00% | −1,354−4.8% | Reduced |
| Brentview Investment Management LLC | 26,741 | $102.2K | 0.05% | +15,463+137.1% | Added |
| Lindbrook Capital, LLC | 26,505 | $101.2K | 0.01% | +3,866+17.1% | Added |
| CFO4Life Group, LLC | 26,356 | $100.7K | 0.02% | −10,051−27.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 25,997 | $99.3K | 0.00% | −113−0.4% | Reduced |
| Bruce G. Allen Investments, LLC | 25,863 | $98.8K | 0.08% | −17,338−40.1% | Reduced |
| Pensionmark Financial Group, LLC | 25,394 | $97.0K | 0.00% | +3,197+14.4% | Added |
| TCG Advisory Services, LLC | 25,015 | $95.6K | 0.00% | +125+0.5% | Added |
| Octavia Wealth Advisors, LLC | 24,714 | $94.4K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 24,665 | $94.2K | 0.01% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 24,503 | $93.6K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 24,462 | $93.4K | 0.02% | +1,685+7.4% | Added |
| Keynote Financial Services LLC | 24,400 | $93.2K | 0.07% | 00.0% | Unchanged |
| Scotia Capital Inc. | 24,215 | $92.5K | 0.00% | +205+0.9% | Added |
| Bayesian Capital Management, LP | 24,200 | $92.4K | 0.02% | +24,200 | New |
| Cooper Financial Group | 24,009 | $91.7K | 0.01% | +1,561+7.0% | Added |
| Lazari Capital Management, Inc. | 23,992 | $91.6K | 0.04% | −2,916−10.8% | Reduced |
| Flow Traders U.S. LLC | 23,896 | $91.0K | 0.00% | +23,896 | New |
| Sage Mountain Advisors LLC | 23,683 | $90.5K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 23,586 | $90.1K | 0.00% | +5,536+30.7% | Added |
| Trust Point Inc. | 23,380 | $89.3K | 0.01% | −240−1.0% | Reduced |
| Riversedge Advisors, LLC | 23,247 | $88.8K | 0.02% | +3,169+15.8% | Added |
| Choate Investment Advisors | 23,163 | $88.5K | 0.00% | −595−2.5% | Reduced |
| Petros Family Wealth, LLC | 23,123 | $88.3K | 0.10% | +1,468+6.8% | Added |
| Savant Capital, LLC | 23,049 | $88.0K | 0.00% | −9,938−30.1% | Reduced |
| Savvy Advisors, Inc. | 21,345 | $81.5K | 0.01% | +3,080+16.9% | Added |