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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 4,342 | $16.6K | 0.00% | +42+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 4,100 | $15.7K | 0.00% | −5,500−57.3% | Reduced |
| HM Payson & Co | 3,958 | $15.1K | 0.00% | +3,958 | New |
| Global Financial Private Client, LLC | 3,700 | $14.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,427 | $13.1K | 0.00% | +427+14.2% | Added |
| NBC Securities, Inc. | 3,538 | $13.0K | 0.00% | +3,535+117,833.3% | Added |
| Concord Wealth Partners | 3,056 | $11.7K | 0.00% | −997−24.6% | Reduced |
| Whipplewood Advisors, LLC | 2 | $10.8K | 0.01% | −2,836−99.9% | Reduced |
| Huntington National Bank | 2,814 | $10.8K | 0.00% | −10,973−79.6% | Reduced |
| Umb Bank N A | 2,804 | $10.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,649 | $10.1K | 0.00% | +2,649 | New |
| Raffa Wealth Management, LLC | 2,461 | $9.40K | 0.00% | −251−9.3% | Reduced |
| Larson Financial Group LLC | 2,421 | $9.25K | 0.00% | +2,421 | New |
| Truvestments Capital LLC | 2,384 | $9.11K | 0.00% | +2,384 | New |
| GW&K Investment Management, LLC | 2,280 | $9.00K | 0.00% | −217−8.7% | Reduced |
| Barclays PLC | 2,050 | $7.83K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,000 | $7.64K | 0.00% | −2,000−50.0% | Reduced |
| Cornerstone Planning Group LLC | 1,659 | $6.49K | 0.00% | +976+142.9% | Added |
| Fortitude Family Office, LLC | 1,691 | $6.46K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,539 | $5.88K | 0.00% | +70+4.8% | Added |
| Zions Bancorporation, National Association | 1,519 | $5.80K | 0.00% | +1,519 | New |
| Bell Investment Advisors, Inc | 1,494 | $5.71K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,440 | $5.50K | 0.00% | +1,440 | New |
| REAP Financial Group, LLC | 1,387 | $5.30K | 0.00% | +1,387 | New |
| Mather Group, LLC. | 1,288 | $4.92K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $4.42K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,046 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,039 | $3.97K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 981 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 911 | $3.48K | 0.00% | +911 | New |
| Glass Jacobson Investment Advisors llc | 1,188 | $3.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 833 | $3.18K | 0.00% | +833 | New |
| Spire Wealth Management | 800 | $3.06K | 0.00% | −60−7.0% | Reduced |
| CX Institutional | 849 | $3.00K | 0.00% | +849 | New |
| Marshall & Sterling Wealth Advisors Inc. | 675 | $2.58K | 0.00% | +675 | New |
| TD Capital Management LLC | 528 | $2.02K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 498 | $1.96K | 0.00% | +498 | New |
| CVA Family Office, LLC | 493 | $1.88K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 443 | $1.69K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 421 | $1.61K | 0.00% | +421 | New |
| First Command Advisory Services, Inc. | 329 | $1.26K | 0.00% | +329 | New |
| MPWM Advisory Solutions, LLC | 310 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 277 | $1.06K | 0.00% | +277 | New |
| Private Wealth Asset Management, LLC | 253 | $966 | 0.00% | +253 | New |
| WPG Advisers, LLC | 223 | $852 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 207 | $791 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 206 | $787 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 174 | $665 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $615 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 156 | $596 | 0.00% | −45−22.4% | Reduced |
| Bogart Wealth, LLC | 142 | $542 | 0.00% | −5,553−97.5% | Reduced |
| NewSquare Capital LLC | 101 | $386 | 0.00% | +101 | New |
| Halbert Hargrove Global Advisors, LLC | 91 | $348 | 0.00% | +91 | New |
| High Note Wealth, LLC | 64 | $244 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $4 | 0.00% | −7,355−100.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| L1 Capital Pty Ltd | 0 | $0 | 0.00% | −93,653,671−100.0% | Sold out |
| Cowen Investment Management LLC | 0 | $0 | 0.00% | −4,421,183−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −988,395−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −762,526−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −650,923−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −289,356−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −276,209−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −165,292−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −155,300−100.0% | Sold out |
| O'Keefe Stevens Advisory, Inc. | 0 | $0 | 0.00% | −139,686−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −93,484−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −87,146−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −67,085−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −41,165−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −40,553−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −34,572−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −31,798−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −19,770−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −22,001−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,931−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −20,378−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −19,357−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −18,747−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −18,392−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −17,727−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −15,925−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −15,710−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −12,323−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −11,379−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −11,202−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −10,210−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −7,953−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Conquis Financial LLC | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −576−100.0% | Sold out |