LAKELAND FINANCIAL CORP - Common Stock (LKFN)
CUSIP: 511656100
Q2 2017 13F Holders as of 30 Jun 2017
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 25,480,800
- Total 13F shares
- 17,467,772
- Share change
- +312,576
- Total reported value
- $801,558,567
- Price per share
- $45.88
- Number of holders
- 125
- Value change
- +$14,406,402
- Number of buys
- 54
- Number of sells
- 54
Quarterly Holders Quick Answers
What is CUSIP 511656100?
CUSIP 511656100 identifies LKFN - LAKELAND FINANCIAL CORP - Common Stock in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 511656100:
Top shareholders of LKFN - LAKELAND FINANCIAL CORP - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC |
13F
|
Company |
7.5%
|
1,916,350
|
$82,633,000 | — | 31 Mar 2017 | |
| FMR LLC |
13F
|
Company |
7.2%
|
1,828,215
|
$78,833,000 | — | 31 Mar 2017 | |
| BlackRock Finance, Inc. |
13F
|
Company |
6.6%
|
1,691,015
|
$72,916,000 | — | 31 Mar 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.1%
|
1,055,655
|
$45,519,000 | — | 31 Mar 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4%
|
1,020,218
|
$43,992,000 | — | 31 Mar 2017 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
3.6%
|
911,935
|
$39,323,000 | — | 31 Mar 2017 | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
13F
|
Company |
3.3%
|
840,496
|
$36,242,000 | — | 31 Mar 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
3.2%
|
806,256
|
$34,766,000 | — | 31 Mar 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
2.6%
|
650,333
|
$28,043,000 | — | 31 Mar 2017 | |
| COLUMBIA WANGER ASSET MANAGEMENT LLC |
13F
|
Company |
2.3%
|
583,598
|
$25,165,000 | — | 31 Mar 2017 | |
| STATE STREET CORP |
13F
|
Company |
1.8%
|
454,854
|
$19,615,000 | — | 31 Mar 2017 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
1.7%
|
421,817
|
$18,189,000 | — | 31 Mar 2017 | |
| Boston Trust Walden Corp |
13F
|
Company |
1.2%
|
311,694
|
$13,440,000 | — | 31 Mar 2017 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
1.2%
|
305,057
|
$13,203,000 | — | 31 Mar 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
290,126
|
$12,510,000 | — | 31 Mar 2017 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
1%
|
258,654
|
$11,158,000 | — | 31 Mar 2017 | |
| Walthausen & Co., LLC |
13F
|
Company |
1%
|
258,357
|
$11,140,000 | — | 31 Mar 2017 | |
| MONARCH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.85%
|
216,364
|
$9,330,000 | — | 31 Mar 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.83%
|
211,517
|
$9,120,000 | — | 31 Mar 2017 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.72%
|
183,310
|
$7,904,000 | — | 31 Mar 2017 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.7%
|
179,357
|
$7,734,000 | — | 31 Mar 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.6%
|
152,252
|
$6,565,000 | — | 31 Mar 2017 | |
| Rosenthal | Henry Capital Advisors, Inc. |
13F
|
Company |
0.57%
|
145,874
|
$6,290,000 | — | 31 Mar 2017 | |
| 1ST SOURCE BANK |
13F
|
Company |
0.48%
|
121,860
|
$5,255,000 | — | 31 Mar 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.42%
|
106,266
|
$4,583,000 | — | 31 Mar 2017 | |
| Invesco Ltd. |
13F
|
Company |
0.4%
|
102,687
|
$4,428,000 | — | 31 Mar 2017 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.4%
|
101,993
|
$4,398,000 | — | 31 Mar 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.39%
|
98,998
|
$4,269,000 | — | 31 Mar 2017 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.37%
|
95,273
|
$4,108,000 | — | 31 Mar 2017 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.36%
|
91,166
|
$3,931,000 | — | 31 Mar 2017 | |
| MORGAN STANLEY |
13F
|
Company |
0.33%
|
83,057
|
$3,581,000 | — | 31 Mar 2017 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.31%
|
78,821
|
$3,399,000 | — | 31 Mar 2017 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.3%
|
75,517
|
$3,257,000 | — | 31 Mar 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.29%
|
73,860
|
$3,185,000 | — | 31 Mar 2017 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.29%
|
73,739
|
$3,180,000 | — | 31 Mar 2017 | |
| PUTNAM INVESTMENTS LLC |
13F
|
Company |
0.27%
|
69,710
|
$3,006,000 | — | 31 Mar 2017 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.24%
|
60,951
|
$2,628,000 | — | 31 Mar 2017 | |
| TEACHERS ADVISORS, LLC |
13F
|
Company |
0.23%
|
57,699
|
$2,488,000 | — | 31 Mar 2017 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.22%
|
57,150
|
$2,464,000 | — | 31 Mar 2017 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.19%
|
47,510
|
$2,049,000 | — | 31 Mar 2017 | |
| EMERALD MUTUAL FUND ADVISERS TRUST |
13F
|
Company |
0.18%
|
46,615
|
$2,010,000 | — | 31 Mar 2017 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.17%
|
42,499
|
$1,833,000 | — | 31 Mar 2017 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.17%
|
42,341
|
$1,826,000 | — | 31 Mar 2017 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.16%
|
41,806
|
$1,803,000 | — | 31 Mar 2017 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
0.16%
|
41,272
|
$1,780,000 | — | 31 Mar 2017 | |
| Swiss National Bank |
13F
|
Company |
0.16%
|
41,250
|
$1,779,000 | — | 31 Mar 2017 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.15%
|
38,217
|
$1,648,000 | — | 31 Mar 2017 | |
| CS MCKEE LP |
13F
|
Company |
0.14%
|
35,225
|
$1,519,000 | — | 31 Mar 2017 | |
| CHICAGO EQUITY PARTNERS LLC |
13F
|
Company |
0.14%
|
34,970
|
$1,508,000 | — | 31 Mar 2017 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.13%
|
34,127
|
$1,469,000 | — | 31 Mar 2017 |
Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q2 2017
As of 30 Jun 2017,
LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by
125 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
17,467,772 shares.
The largest 10 holders included
FRANKLIN RESOURCES INC, FMR LLC, BlackRock Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, GOLDMAN SACHS GROUP INC, VICTORY CAPITAL MANAGEMENT INC, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P., NORTHERN TRUST CORP, and COLUMBIA WANGER ASSET MANAGEMENT LLC.
This page lists
125
institutional shareholders reporting positions in this security
for the Q2 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2017 vs Q1 2017 Across Filers
Q1 2017 holders
117
Q2 2017 holders
125
Holder diff
8
| Investor | Q1 2017 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q1 2017 Value $ | Q2 2017 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.