LAKELAND FINANCIAL CORP - Common Stock (LKFN)
CUSIP: 511656100
Q3 2021 13F Holders as of 30 Sep 2021
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 25,480,800
- Total 13F shares
- 20,784,530
- Share change
- +2,021,583
- Total reported value
- $1,480,031,211
- Price per share
- $71.24
- Number of holders
- 173
- Value change
- +$153,803,984
- Number of buys
- 95
- Number of sells
- 72
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 |
7%
|
1,778,502
|
$109,625,000 | — | 30 Jun 2021 | |
| Neuberger Berman Group LLC |
13F
|
Company |
6.1%
|
1,545,340
|
$95,255,000 | — | 30 Jun 2021 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
5.2%
|
1,320,672
|
$81,406,000 | — | 30 Jun 2021 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.8%
|
1,229,421
|
$75,782,000 | — | 30 Jun 2021 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
4.1%
|
1,051,044
|
$64,787,000 | — | 30 Jun 2021 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
3.6%
|
925,444
|
$57,044,000 | — | 30 Jun 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
3.3%
|
834,582
|
$51,446,000 | — | 30 Jun 2021 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.2%
|
820,652
|
$50,585,000 | — | 30 Jun 2021 | |
| STATE STREET CORP |
13F
|
Company |
3%
|
764,284
|
$47,110,000 | — | 30 Jun 2021 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
2.8%
|
710,601
|
$43,801,000 | — | 30 Jun 2021 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
2.7%
|
692,050
|
$42,658,000 | — | 30 Jun 2021 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
2.4%
|
603,779
|
$37,217,000 | — | 30 Jun 2021 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.9%
|
480,584
|
$29,623,000 | — | 30 Jun 2021 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
1.8%
|
471,007
|
$29,033,000 | — | 30 Jun 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
459,474
|
$28,321,000 | — | 30 Jun 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.8%
|
451,880
|
$27,854,000 | — | 30 Jun 2021 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.7%
|
428,162
|
$26,392,000 | — | 30 Jun 2021 | |
| Boston Trust Walden Corp |
13F
|
Company |
1.4%
|
355,739
|
$21,927,000 | — | 30 Jun 2021 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.99%
|
251,123
|
$15,479,000 | — | 30 Jun 2021 | |
| MONARCH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.77%
|
196,645
|
$12,121,000 | — | 30 Jun 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.73%
|
184,984
|
$11,403,000 | — | 30 Jun 2021 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.7%
|
177,722
|
$10,954,000 | — | 30 Jun 2021 | |
| ProShare Advisors LLC |
13F
|
Company |
0.7%
|
177,104
|
$10,917,000 | — | 30 Jun 2021 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.68%
|
172,714
|
$10,647,000 | — | 30 Jun 2021 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
0.62%
|
159,196
|
$9,813,000 | — | 30 Jun 2021 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.56%
|
142,552
|
$8,787,000 | — | 30 Jun 2021 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.5%
|
128,155
|
$7,900,000 | — | 30 Jun 2021 | |
| Ziegler Capital Management, LLC |
13F
|
Company |
0.19%
|
49,140
|
$7,893,000 | — | 30 Jun 2021 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.41%
|
104,485
|
$6,440,000 | — | 30 Jun 2021 | |
| Rosenthal | Henry Capital Advisors, Inc. |
13F
|
Company |
0.36%
|
91,600
|
$5,646,223 | — | 30 Jun 2021 | |
| FourThought Financial, LLC |
13F
|
Company |
0.28%
|
72,167
|
$4,448,000 | — | 30 Jun 2021 | |
| FMR LLC |
13F
|
Company |
0.27%
|
68,200
|
$4,204,000 | — | 30 Jun 2021 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.25%
|
63,651
|
$3,923,000 | — | 30 Jun 2021 | |
| Forvis Mazars Wealth Advisors, LLC |
13F
|
Company |
0.25%
|
62,640
|
$3,862,000 | — | 30 Jun 2021 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.23%
|
57,872
|
$3,567,000 | — | 30 Jun 2021 | |
| Swiss National Bank |
13F
|
Company |
0.22%
|
55,750
|
$3,436,000 | — | 30 Jun 2021 | |
| Walthausen & Co., LLC |
13F
|
Company |
0.22%
|
55,606
|
$3,428,000 | — | 30 Jun 2021 | |
| 1ST SOURCE BANK |
13F
|
Company |
0.21%
|
53,694
|
$3,310,000 | — | 30 Jun 2021 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.21%
|
52,562
|
$3,240,000 | — | 30 Jun 2021 | |
| Monarch Partners Asset Management LLC |
13F
|
Company |
0.2%
|
51,799
|
$3,193,000 | — | 30 Jun 2021 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.19%
|
47,917
|
$2,954,000 | — | 30 Jun 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.18%
|
46,669
|
$2,877,000 | — | 30 Jun 2021 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.17%
|
43,534
|
$2,683,000 | — | 30 Jun 2021 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.16%
|
40,850
|
$2,518,000 | — | 30 Jun 2021 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.16%
|
39,632
|
$2,443,000 | — | 30 Jun 2021 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
0.15%
|
39,155
|
$2,414,000 | — | 30 Jun 2021 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.14%
|
36,486
|
$2,249,000 | — | 30 Jun 2021 | |
| BARCLAYS PLC |
13F
|
Company |
0.14%
|
35,916
|
$2,214,000 | — | 30 Jun 2021 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.14%
|
35,220
|
$2,171,000 | — | 30 Jun 2021 | |
| Bridge City Capital, LLC |
13F
|
Company |
0.14%
|
34,607
|
$2,133,000 | — | 30 Jun 2021 |
Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q3 2021
As of 30 Sep 2021,
LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by
173 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
20,784,530 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, Neuberger Berman Group LLC, VICTORY CAPITAL MANAGEMENT INC, STATE STREET CORP, GOLDMAN SACHS GROUP INC, AMERIPRISE FINANCIAL INC, DIMENSIONAL FUND ADVISORS LP, SILVERCREST ASSET MANAGEMENT GROUP LLC, and SEGALL BRYANT & HAMILL, LLC.
This page lists
173
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2021 vs Q2 2021 Across Filers
Q2 2021 holders
164
Q3 2021 holders
173
Holder diff
9
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 Value $ | Q3 2021 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.