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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 21,006 | $80.2K | 0.01% | +3,153+17.7% | Added |
| Lifeworks Advisors, LLC | 20,964 | $80.1K | 0.01% | −4,278−16.9% | Reduced |
| D'Orazio & Associates, Inc. | 20,933 | $80.0K | 0.01% | +640+3.2% | Added |
| GeoWealth Management, LLC | 20,900 | $79.8K | 0.00% | +45+0.2% | Added |
| Brio Consultants, LLC | 20,402 | $77.9K | 0.01% | +3,667+21.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,359 | $77.8K | 0.01% | +4,074+25.0% | Added |
| Snowden Capital Advisors LLC | 20,228 | $77.3K | 0.00% | +813+4.2% | Added |
| Park Circle Co | 20,000 | $76.4K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,976 | $76.3K | 0.00% | −714−3.5% | Reduced |
| Berger Financial Group, Inc | 19,632 | $75.0K | 0.01% | +19,632 | New |
| Kovitz Investment Group Partners, LLC | 19,631 | $75.0K | 0.00% | +1,682+9.4% | Added |
| Merit Financial Group, LLC | 19,574 | $74.8K | 0.00% | +8,057+70.0% | Added |
| Concurrent Investment Advisors, LLC | 19,460 | $74.3K | 0.00% | +807+4.3% | Added |
| Great Diamond Partners, LLC | 18,887 | $72.1K | 0.02% | −3,478−15.6% | Reduced |
| Simplex Trading, LLC | 19,077 | $72.0K | 0.00% | +17,108+868.9% | Added |
| Buckingham Strategic Partners | 18,673 | $71.3K | 0.00% | +18,673 | New |
| Seven Mile Advisory | 18,621 | $71.1K | 0.05% | +368+2.0% | Added |
| Mesirow Financial Investment Management, Inc. | 18,598 | $71.0K | 0.00% | +6,855+58.4% | Added |
| Cresset Asset Management, LLC | 18,416 | $70.3K | 0.00% | +3,508+23.5% | Added |
| Good Life Advisors, LLC | 17,955 | $68.6K | 0.00% | +17,955 | New |
| Oppenheimer & Co Inc | 17,711 | $67.7K | 0.00% | +17,711 | New |
| Defined Wealth Management, LLC | 17,343 | $66.3K | 0.04% | +4,529+35.3% | Added |
| Steward Partners Investment Advisory, LLC | 17,260 | $65.9K | 0.00% | −8,165−32.1% | Reduced |
| Kestra Private Wealth Services, LLC | 16,753 | $64.0K | 0.00% | −2,089−11.1% | Reduced |
| Capital Asset Advisory Services LLC | 16,630 | $63.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,352 | $62.5K | 0.00% | +798+5.1% | Added |
| Brighton Jones LLC | 16,165 | $61.8K | 0.00% | +566+3.6% | Added |
| Warren Street Wealth Advisors, LLC | 16,076 | $61.4K | 0.02% | +268+1.7% | Added |
| Epoch Investment Partners, Inc. | 16,063 | $61.4K | 0.00% | −579−3.5% | Reduced |
| New Republic Capital, LLC | 15,916 | $60.8K | 0.03% | −3,967−20.0% | Reduced |
| PFG Investments, LLC | 15,588 | $59.5K | 0.00% | +3,725+31.4% | Added |
| D.A. Davidson & Co. | 15,438 | $59.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 15,435 | $59.0K | 0.00% | +688+4.7% | Added |
| SBI Securities Co., Ltd. | 15,369 | $58.7K | 0.00% | +2,784+22.1% | Added |
| Camarda Financial Advisors, LLC | 15,206 | $58.1K | 0.03% | +15,206 | New |
| Aptus Capital Advisors, LLC | 15,005 | $57.3K | 0.00% | −3,215−17.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 15,168 | $57.0K | 0.01% | +2,573+20.4% | Added |
| Silver Oak Securities, Inc | 14,765 | $56.7K | 0.01% | +14,765 | New |
| Arkadios Wealth Advisors | 14,839 | $56.7K | 0.00% | +2,060+16.1% | Added |
| Intergy Private Wealth, LLC | 14,685 | $56.1K | 0.02% | +1,325+9.9% | Added |
| Financial Network Wealth Management LLC | 14,840 | $56.0K | 0.02% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 14,590 | $55.7K | 0.01% | +3,082+26.8% | Added |
| Impact Capital Partners LLC | 14,288 | $54.6K | 0.02% | −10,057−41.3% | Reduced |
| Centurion Wealth Management LLC | 20,030 | $54.5K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,144 | $54.0K | 0.00% | +3,848+37.4% | Added |
| Vista Wealth Management Group, LLC | 13,883 | $53.0K | 0.00% | −307−2.2% | Reduced |
| Johnson Investment Counsel Inc | 13,872 | $53.0K | 0.00% | +370+2.7% | Added |
| Legacy Financial Group, Inc. | 13,581 | $51.9K | 0.02% | +13,581 | New |
| Camden Capital, LLC | 13,470 | $51.5K | 0.01% | +464+3.6% | Added |
| Mutual Advisors, LLC | 12,916 | $50.9K | 0.00% | +2,758+27.2% | Added |
| Greenleaf Trust | 13,297 | $50.8K | 0.00% | +13,297 | New |
| Aletheian Wealth Advisors LLC | 13,296 | $50.8K | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 13,261 | $50.7K | 0.00% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 12,778 | $50.6K | 0.00% | +1,469+13.0% | Added |
| Bank Hapoalim BM | 13,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 12,949 | $49.5K | 0.00% | +262+2.1% | Added |
| Investors Research Corp | 12,500 | $47.8K | 0.01% | −14,635−53.9% | Reduced |
| Custom Index Systems, LLC | 12,339 | $47.1K | 0.02% | +12,339 | New |
| Cherrydale Wealth Management, LLC | 12,104 | $46.2K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 12,058 | $46.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 12,000 | $45.8K | 0.01% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 12,797 | $45.8K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 11,978 | $45.8K | 0.00% | +1,778+17.4% | Added |
| Revisor Wealth Management LLC | 11,963 | $45.7K | 0.02% | +11,963 | New |
| Sentinus, LLC | 11,835 | $45.2K | 0.01% | +11,835 | New |
| MAI Capital Management | 11,830 | $45.2K | 0.00% | +4,494+61.3% | Added |
| FMB Wealth Management | 11,812 | $45.1K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,724 | $44.8K | 0.00% | +7,253+162.2% | Added |
| Sowell Financial Services LLC | 11,614 | $44.4K | 0.00% | +11,614 | New |
| Dynamic Advisor Solutions LLC | 11,563 | $44.2K | 0.00% | +527+4.8% | Added |
| Beacon Pointe Advisors, LLC | 11,459 | $43.8K | 0.00% | −695−5.7% | Reduced |
| Horizon Investments, LLC | 11,770 | $43.7K | 0.00% | +204+1.8% | Added |
| SageView Advisory Group, LLC | 11,334 | $43.3K | 0.00% | −17−0.1% | Reduced |
| Moody National Bank Trust Division | 11,244 | $43.0K | 0.00% | +11,244 | New |
| Fifth Third Bancorp | 10,982 | $42.0K | 0.00% | +2,086+23.4% | Added |
| Holistic Financial Partners | 10,874 | $41.5K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 10,836 | $41.4K | 0.00% | +240+2.3% | Added |
| Rainey & Randall Investment Management Inc. | 10,642 | $40.7K | 0.01% | +10,642 | New |
| Sym Financial Corp | 10,416 | $39.8K | 0.00% | +10,416 | New |
| Squarepoint Ops LLC | 10,334 | $39.5K | 0.00% | +10,334 | New |
| Ausdal Financial Partners, Inc. | 10,194 | $38.9K | 0.00% | +10,194 | New |
| Crux Wealth Advisors | 10,182 | $38.9K | 0.02% | 00.0% | Unchanged |
| GWN Securities Inc. | 10,088 | $38.5K | 0.00% | +10,088 | New |
| Transcend Wealth Collective, LLC | 10,052 | $38.4K | 0.00% | −1,927−16.1% | Reduced |
| Interchange Capital Partners, LLC | 10,029 | $38.3K | 0.01% | −112−1.1% | Reduced |
| Capital Performance Advisors LLP | 10,007 | $38.2K | 0.01% | +10,007 | New |
| Shepherd Financial Partners LLC | 10,000 | $38.2K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 10,430 | $37.2K | 0.00% | +10,430 | New |
| Cerro Pacific Wealth Advisors LLC | 13,297 | $36.2K | 0.01% | −131−1.0% | Reduced |
| Parkside Financial Bank & Trust | 8,544 | $32.6K | 0.00% | +4,986+140.1% | Added |
| Farther Finance Advisors, LLC | 8,120 | $30.9K | 0.00% | +669+9.0% | Added |
| Private Trust Co NA | 7,301 | $27.9K | 0.00% | +403+5.8% | Added |
| Salem Investment Counselors Inc | 7,000 | $26.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,094 | $23.3K | 0.00% | +691+12.8% | Added |
| Wayfinding Financial, LLC | 6,261 | $23.0K | 0.01% | +6,261 | New |
| First Horizon Advisors, Inc. | 6,005 | $22.9K | 0.00% | −4,933−45.1% | Reduced |
| Sierra Ocean, LLC | 5,929 | $22.7K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,630 | $22.0K | 0.00% | +488+9.5% | Added |
| TD Waterhouse Canada Inc. | 4,871 | $18.5K | 0.00% | +1,196+32.5% | Added |
| Caitong International Asset Management Co., Ltd | 4,825 | $18.4K | 0.01% | +4,825 | New |