LAKELAND FINANCIAL CORP - Common Stock (LKFN)
CUSIP: 511656100
Q1 2019 13F Holders as of 31 Mar 2019
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 25,480,800
- Total 13F shares
- 18,851,792
- Share change
- +491,088
- Total reported value
- $852,538,153
- Price per share
- $45.22
- Number of holders
- 143
- Value change
- +$22,777,623
- Number of buys
- 72
- Number of sells
- 59
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.
- SEC investors directory and top value investors for manager drilldown.
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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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
8%
|
2,037,842
|
$81,840,000 | — | 31 Dec 2018 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
6.6%
|
1,678,560
|
$67,411,000 | — | 31 Dec 2018 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.6%
|
1,184,658
|
$47,575,000 | — | 31 Dec 2018 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
4.6%
|
1,170,083
|
$46,991,000 | — | 31 Dec 2018 | |
| Neuberger Berman Group LLC |
13F
|
Company |
4.4%
|
1,110,650
|
$44,604,000 | — | 31 Dec 2018 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.1%
|
1,049,134
|
$42,134,000 | — | 31 Dec 2018 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
3.8%
|
964,139
|
$38,720,000 | — | 31 Dec 2018 | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
13F
|
Company |
3.2%
|
817,862
|
$32,846,000 | — | 31 Dec 2018 | |
| NORTHERN TRUST CORP |
13F
|
Company |
2.7%
|
683,978
|
$27,468,000 | — | 31 Dec 2018 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
2.1%
|
542,943
|
$21,805,000 | — | 31 Dec 2018 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
2%
|
510,786
|
$20,513,000 | — | 31 Dec 2018 | |
| STATE STREET CORP |
13F
|
Company |
2%
|
501,512
|
$20,141,000 | — | 31 Dec 2018 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.5%
|
391,210
|
$15,710,000 | — | 31 Dec 2018 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
1.4%
|
349,456
|
$14,034,000 | — | 31 Dec 2018 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.2%
|
303,475
|
$12,188,000 | — | 31 Dec 2018 | |
| Boston Trust Walden Corp |
13F
|
Company |
1.2%
|
298,363
|
$11,982,000 | — | 31 Dec 2018 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
296,711
|
$11,915,000 | — | 31 Dec 2018 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.1%
|
289,457
|
$11,625,000 | — | 31 Dec 2018 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
1%
|
254,831
|
$10,234,000 | — | 31 Dec 2018 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.88%
|
223,749
|
$8,977,000 | — | 31 Dec 2018 | |
| FMR LLC |
13F
|
Company |
0.88%
|
223,312
|
$8,968,000 | — | 31 Dec 2018 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.8%
|
203,351
|
$8,167,000 | — | 31 Dec 2018 | |
| MONARCH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.77%
|
195,980
|
$7,871,000 | — | 31 Dec 2018 | |
| Walthausen & Co., LLC |
13F
|
Company |
0.72%
|
183,086
|
$7,353,000 | — | 31 Dec 2018 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.65%
|
164,798
|
$6,618,000 | — | 31 Dec 2018 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.54%
|
136,899
|
$5,498,000 | — | 31 Dec 2018 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.52%
|
133,123
|
$5,346,000 | — | 31 Dec 2018 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.51%
|
131,091
|
$5,264,000 | — | 31 Dec 2018 | |
| Rosenthal | Henry Capital Advisors, Inc. |
13F
|
Company |
0.49%
|
125,000
|
$5,020,000 | — | 31 Dec 2018 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.48%
|
121,907
|
$4,896,000 | — | 31 Dec 2018 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.46%
|
116,570
|
$4,681,000 | — | 31 Dec 2018 | |
| Motley Fool Wealth Management, LLC |
13F
|
Company |
0.42%
|
108,251
|
$4,347,000 | — | 31 Dec 2018 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.4%
|
101,505
|
$4,075,000 | — | 31 Dec 2018 | |
| 1ST SOURCE BANK |
13F
|
Company |
0.35%
|
89,460
|
$3,593,000 | — | 31 Dec 2018 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.34%
|
86,009
|
$3,454,000 | — | 31 Dec 2018 | |
| Invesco Ltd. |
13F
|
Company |
0.32%
|
82,392
|
$3,309,000 | — | 31 Dec 2018 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.31%
|
78,301
|
$3,145,000 | — | 31 Dec 2018 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.28%
|
71,714
|
$2,880,000 | — | 31 Dec 2018 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.26%
|
65,728
|
$2,640,000 | — | 31 Dec 2018 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.24%
|
61,687
|
$2,477,000 | — | 31 Dec 2018 | |
| MORGAN STANLEY |
13F
|
Company |
0.24%
|
60,630
|
$2,435,000 | — | 31 Dec 2018 | |
| TEACHERS ADVISORS, LLC |
13F
|
Company |
0.19%
|
48,918
|
$1,965,000 | — | 31 Dec 2018 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.18%
|
46,464
|
$1,866,000 | — | 31 Dec 2018 | |
| SMITH ASSET MANAGEMENT GROUP LP |
13F
|
Company |
0.17%
|
43,930
|
$1,764,000 | — | 31 Dec 2018 | |
| Swiss National Bank |
13F
|
Company |
0.17%
|
42,550
|
$1,709,000 | — | 31 Dec 2018 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.16%
|
41,475
|
$1,666,000 | — | 31 Dec 2018 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.16%
|
40,602
|
$1,631,000 | — | 31 Dec 2018 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.15%
|
38,224
|
$1,535,000 | — | 31 Dec 2018 | |
| MUFG Securities EMEA plc |
13F
|
Company |
0.14%
|
36,700
|
$1,474,000 | — | 31 Dec 2018 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.13%
|
33,317
|
$1,338,000 | — | 31 Dec 2018 |
Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q1 2019
As of 31 Mar 2019,
LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by
143 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,851,792 shares.
The largest 10 holders included
FRANKLIN RESOURCES INC, BlackRock Inc., VANGUARD GROUP INC, GOLDMAN SACHS GROUP INC, Neuberger Berman Group LLC, DIMENSIONAL FUND ADVISORS LP, VICTORY CAPITAL MANAGEMENT INC, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P., MASSACHUSETTS FINANCIAL SERVICES CO /MA/, and NORTHERN TRUST CORP.
This page lists
143
institutional shareholders reporting positions in this security
for the Q1 2019 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2019 vs Q4 2018 Across Filers
Q4 2018 holders
132
Q1 2019 holders
143
Holder diff
11
| Investor | Q4 2018 Shares | Q1 2019 Shares | Share Diff | Share Chg % | Q4 2018 Value $ | Q1 2019 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.