LAKELAND FINANCIAL CORP - Common Stock (LKFN)
CUSIP: 511656100
Q4 2020 13F Holders as of 31 Dec 2020
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 25,480,800
- Total 13F shares
- 19,039,266
- Share change
- -166,212
- Total reported value
- $1,020,528,287
- Price per share
- $53.58
- Number of holders
- 142
- Value change
- -$7,796,243
- Number of buys
- 63
- Number of sells
- 67
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 |
6.9%
|
1,762,515
|
$72,617,000 | — | 30 Sep 2020 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
5.4%
|
1,371,502
|
$56,506,000 | — | 30 Sep 2020 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
4.9%
|
1,253,073
|
$51,627,000 | — | 30 Sep 2020 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.6%
|
1,184,340
|
$48,795,000 | — | 30 Sep 2020 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
4.2%
|
1,077,564
|
$44,395,000 | — | 30 Sep 2020 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
4.1%
|
1,036,637
|
$42,710,000 | — | 30 Sep 2020 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.8%
|
970,641
|
$39,990,000 | — | 30 Sep 2020 | |
| Neuberger Berman Group LLC |
13F
|
Company |
3.7%
|
949,972
|
$39,139,000 | — | 30 Sep 2020 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
3.4%
|
876,825
|
$36,125,000 | — | 30 Sep 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
2.7%
|
679,369
|
$27,991,000 | — | 30 Sep 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
2.6%
|
652,653
|
$26,889,000 | — | 30 Sep 2020 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
2.5%
|
632,138
|
$26,042,000 | — | 30 Sep 2020 | |
| STATE STREET CORP |
13F
|
Company |
2.2%
|
571,307
|
$23,538,000 | — | 30 Sep 2020 | |
| Copeland Capital Management, LLC |
13F
|
Company |
2%
|
505,848
|
$20,841,000 | — | 30 Sep 2020 | |
| Boston Trust Walden Corp |
13F
|
Company |
1.7%
|
442,313
|
$18,223,000 | — | 30 Sep 2020 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
400,293
|
$16,492,000 | — | 30 Sep 2020 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.5%
|
373,841
|
$15,403,000 | — | 30 Sep 2020 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
1.4%
|
348,237
|
$14,347,000 | — | 30 Sep 2020 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.2%
|
296,607
|
$12,220,000 | — | 30 Sep 2020 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.96%
|
245,446
|
$10,412,000 | — | 30 Sep 2020 | |
| MONARCH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.79%
|
201,591
|
$8,306,000 | — | 30 Sep 2020 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.77%
|
196,174
|
$8,083,000 | — | 30 Sep 2020 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.74%
|
188,400
|
$7,762,000 | — | 30 Sep 2020 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.66%
|
168,165
|
$6,929,000 | — | 30 Sep 2020 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
0.64%
|
163,541
|
$6,738,000 | — | 30 Sep 2020 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.56%
|
143,507
|
$5,912,000 | — | 30 Sep 2020 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.56%
|
142,650
|
$5,877,000 | — | 30 Sep 2020 | |
| Ziegler Capital Management, LLC |
13F
|
Company |
0.55%
|
139,145
|
$5,733,000 | — | 30 Sep 2020 | |
| Rosenthal | Henry Capital Advisors, Inc. |
13F
|
Company |
0.39%
|
100,000
|
$4,120,000 | — | 30 Sep 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.37%
|
95,256
|
$3,925,000 | — | 30 Sep 2020 | |
| Walthausen & Co., LLC |
13F
|
Company |
0.36%
|
92,876
|
$3,826,000 | — | 30 Sep 2020 | |
| 1ST SOURCE BANK |
13F
|
Company |
0.34%
|
86,444
|
$3,562,000 | — | 30 Sep 2020 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.33%
|
84,812
|
$3,494,000 | — | 30 Sep 2020 | |
| FMR LLC |
13F
|
Company |
0.32%
|
80,900
|
$3,333,000 | — | 30 Sep 2020 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.29%
|
73,840
|
$3,042,000 | — | 30 Sep 2020 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.26%
|
65,212
|
$2,687,000 | — | 30 Sep 2020 | |
| Grantham, Mayo, Van Otterloo & Co. LLC |
13F
|
Company |
0.24%
|
62,132
|
$2,560,000 | — | 30 Sep 2020 | |
| Swiss National Bank |
13F
|
Company |
0.23%
|
58,250
|
$2,400,000 | — | 30 Sep 2020 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.22%
|
55,858
|
$2,301,000 | — | 30 Sep 2020 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.22%
|
55,500
|
$2,287,000 | — | 30 Sep 2020 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.21%
|
52,708
|
$2,172,000 | — | 30 Sep 2020 | |
| Forvis Mazars Wealth Advisors, LLC |
13F
|
Company |
0.2%
|
51,163
|
$2,108,000 | — | 30 Sep 2020 | |
| CWM, LLC |
13F
|
Company |
0.12%
|
31,756
|
$1,957,000 | — | 30 Sep 2020 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.18%
|
44,817
|
$1,846,000 | — | 30 Sep 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.17%
|
42,610
|
$1,755,000 | — | 30 Sep 2020 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.15%
|
37,415
|
$1,541,000 | — | 30 Sep 2020 | |
| Bridge City Capital, LLC |
13F
|
Company |
0.14%
|
36,542
|
$1,506,000 | — | 30 Sep 2020 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.13%
|
32,817
|
$1,352,000 | — | 30 Sep 2020 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.13%
|
32,708
|
$1,348,000 | — | 30 Sep 2020 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.13%
|
32,469
|
$1,338,000 | — | 30 Sep 2020 |
Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q4 2020
As of 31 Dec 2020,
LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by
142 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
19,039,266 shares.
The largest 10 holders included
BlackRock Inc., VICTORY CAPITAL MANAGEMENT INC, VANGUARD GROUP INC, SILVERCREST ASSET MANAGEMENT GROUP LLC, FRANKLIN RESOURCES INC, GOLDMAN SACHS GROUP INC, Neuberger Berman Group LLC, DIMENSIONAL FUND ADVISORS LP, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, and AMERIPRISE FINANCIAL INC.
This page lists
142
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2020 vs Q3 2020 Across Filers
Q3 2020 holders
136
Q4 2020 holders
142
Holder diff
6
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 Value $ | Q4 2020 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.