LAKELAND FINANCIAL CORP - Common Stock (LKFN)
CUSIP: 511656100
Q4 2019 13F Holders as of 31 Dec 2019
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 25,480,800
- Total 13F shares
- 19,669,686
- Share change
- +65,583
- Total reported value
- $962,467,948
- Price per share
- $48.93
- Number of holders
- 139
- Value change
- +$3,935,666
- Number of buys
- 76
- Number of sells
- 53
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.
- Back to full security ownership history.
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 |
7.5%
|
1,907,290
|
$83,882,000 | — | 30 Sep 2019 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
7.2%
|
1,823,330
|
$80,190,000 | — | 30 Sep 2019 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.8%
|
1,217,942
|
$53,566,000 | — | 30 Sep 2019 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
4.5%
|
1,153,793
|
$50,744,000 | — | 30 Sep 2019 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
4.2%
|
1,080,518
|
$47,521,000 | — | 30 Sep 2019 | |
| Neuberger Berman Group LLC |
13F
|
Company |
4.1%
|
1,042,638
|
$45,855,000 | — | 30 Sep 2019 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.1%
|
1,039,792
|
$45,730,000 | — | 30 Sep 2019 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
4%
|
1,027,917
|
$45,208,000 | — | 30 Sep 2019 | |
| NORTHERN TRUST CORP |
13F
|
Company |
2.7%
|
694,615
|
$30,550,000 | — | 30 Sep 2019 | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
13F
|
Company |
2.6%
|
658,315
|
$28,952,000 | — | 30 Sep 2019 | |
| STATE STREET CORP |
13F
|
Company |
2.1%
|
522,791
|
$22,992,000 | — | 30 Sep 2019 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
1.9%
|
489,583
|
$21,535,000 | — | 30 Sep 2019 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.7%
|
430,569
|
$18,936,000 | — | 30 Sep 2019 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.7%
|
429,970
|
$18,910,000 | — | 30 Sep 2019 | |
| Boston Trust Walden Corp |
13F
|
Company |
1.4%
|
369,436
|
$16,247,000 | — | 30 Sep 2019 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
351,810
|
$15,472,000 | — | 30 Sep 2019 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.3%
|
319,545
|
$14,053,000 | — | 30 Sep 2019 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.1%
|
286,590
|
$12,603,000 | — | 30 Sep 2019 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.1%
|
268,100
|
$11,791,000 | — | 30 Sep 2019 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.9%
|
229,758
|
$10,162,000 | — | 30 Sep 2019 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
0.9%
|
228,764
|
$10,061,000 | — | 30 Sep 2019 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.84%
|
213,112
|
$9,377,000 | — | 30 Sep 2019 | |
| MONARCH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.77%
|
196,487
|
$8,641,000 | — | 30 Sep 2019 | |
| FMR LLC |
13F
|
Company |
0.77%
|
195,848
|
$8,613,000 | — | 30 Sep 2019 | |
| Motley Fool Wealth Management, LLC |
13F
|
Company |
0.72%
|
183,387
|
$8,065,000 | — | 30 Sep 2019 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.64%
|
162,567
|
$7,148,000 | — | 30 Sep 2019 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
0.61%
|
155,241
|
$6,827,000 | — | 30 Sep 2019 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.6%
|
152,716
|
$6,717,000 | — | 30 Sep 2019 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.59%
|
150,402
|
$6,618,000 | — | 30 Sep 2019 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.54%
|
138,043
|
$6,071,000 | — | 30 Sep 2019 | |
| Stieven Capital Advisors, L.P. |
13F
|
Company |
0.51%
|
131,007
|
$5,762,000 | — | 30 Sep 2019 | |
| Rosenthal | Henry Capital Advisors, Inc. |
13F
|
Company |
0.44%
|
113,130
|
$4,975,457 | — | 30 Sep 2019 | |
| Walthausen & Co., LLC |
13F
|
Company |
0.43%
|
110,406
|
$4,856,000 | — | 30 Sep 2019 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.36%
|
92,521
|
$4,069,000 | — | 30 Sep 2019 | |
| 1ST SOURCE BANK |
13F
|
Company |
0.34%
|
87,265
|
$3,838,000 | — | 30 Sep 2019 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.32%
|
82,744
|
$3,639,000 | — | 30 Sep 2019 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.3%
|
76,245
|
$3,354,000 | — | 30 Sep 2019 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.29%
|
72,826
|
$3,204,000 | — | 30 Sep 2019 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.25%
|
63,022
|
$2,772,000 | — | 30 Sep 2019 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.25%
|
62,668
|
$2,756,000 | — | 30 Sep 2019 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.24%
|
61,871
|
$2,721,000 | — | 30 Sep 2019 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.24%
|
59,959
|
$2,637,000 | — | 30 Sep 2019 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.23%
|
58,828
|
$2,587,000 | — | 30 Sep 2019 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.22%
|
56,583
|
$2,489,000 | — | 30 Sep 2019 | |
| Clean Yield Group |
13F
|
Company |
0.21%
|
52,760
|
$2,320,000 | — | 30 Sep 2019 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.2%
|
50,879
|
$2,238,000 | — | 30 Sep 2019 | |
| Forvis Mazars Wealth Advisors, LLC |
13F
|
Company |
0.2%
|
50,623
|
$2,226,000 | — | 30 Sep 2019 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.19%
|
49,661
|
$2,184,000 | — | 30 Sep 2019 | |
| Swiss National Bank |
13F
|
Company |
0.19%
|
47,950
|
$2,109,000 | — | 30 Sep 2019 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.19%
|
47,269
|
$2,079,000 | — | 30 Sep 2019 |
Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q4 2019
As of 31 Dec 2019,
LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by
139 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
19,669,686 shares.
The largest 10 holders included
BlackRock Inc., FRANKLIN RESOURCES INC, VANGUARD GROUP INC, VICTORY CAPITAL MANAGEMENT INC, GOLDMAN SACHS GROUP INC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, DIMENSIONAL FUND ADVISORS LP, Neuberger Berman Group LLC, NORTHERN TRUST CORP, and VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P..
This page lists
139
institutional shareholders reporting positions in this security
for the Q4 2019 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2019 vs Q3 2019 Across Filers
Q3 2019 holders
137
Q4 2019 holders
139
Holder diff
2
| Investor | Q3 2019 Shares | Q4 2019 Shares | Share Diff | Share Chg % | Q3 2019 Value $ | Q4 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.