LAKELAND FINANCIAL CORP - Common Stock (LKFN)

CUSIP: 511656100

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / Common Stock
Shares outstanding
25,480,800
Total 13F shares
20,530,557
Share change
+169,106
Total reported value
$1,286,067,013
Put/Call ratio
15%
Price per share
$62.64
Number of holders
212
Value change
+$9,093,473
Number of buys
95
Number of sells
106

Quarterly Holders Quick Answers

What is CUSIP 511656100?
CUSIP 511656100 identifies LKFN - LAKELAND FINANCIAL CORP - Common Stock in SEC institutional holdings data.

Need full ownership history?
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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
15%
3,695,501
$269,660,710 31 Dec 2022
13F
VANGUARD GROUP INC
13F
Company
7.2%
1,845,929
$134,697,439 31 Dec 2022
13F
Neuberger Berman Group LLC
13F
Company
5.6%
1,428,286
$104,222,030 31 Dec 2022
13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
4.4%
1,118,765
$81,636,332 31 Dec 2022
13F
STATE STREET CORP
13F
Company
4.1%
1,049,953
$76,615,070 31 Dec 2022
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
3.7%
942,136
$68,747,664 31 Dec 2022
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
3%
762,708
$55,656,000 31 Dec 2022
13F
Copeland Capital Management, LLC
13F
Company
2.2%
559,882
$40,855,000 31 Dec 2022
13F
LOOMIS SAYLES & CO L P
13F
Company
2.1%
543,709
$39,674,000 31 Dec 2022
13F
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
Company
2%
517,040
$37,728,409 31 Dec 2022
13F
GOLDMAN SACHS GROUP INC
13F
Company
2%
508,875
$37,132,620 31 Dec 2022
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.8%
467,827
$34,137,000 31 Dec 2022
13F
NORTHERN TRUST CORP
13F
Company
1.8%
447,999
$32,690,488 31 Dec 2022
13F
AMERIPRISE FINANCIAL INC
13F
Company
1.4%
363,779
$26,544,000 31 Dec 2022
13F
NEUMEIER POMA INVESTMENT COUNSEL LLC
13F
Company
1.3%
334,674
$24,421,162 31 Dec 2022
13F
Boston Trust Walden Corp
13F
Company
1.2%
297,641
$21,718,863 31 Dec 2022
13F
Bank of New York Mellon Corp
13F
Company
1.1%
271,086
$19,781,145 31 Dec 2022
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
1%
253,939
$18,530,000 31 Dec 2022
13F
NATIXIS ADVISORS, LLC
13F
Company
0.89%
227,304
$16,586,000 31 Dec 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.89%
225,979
$16,489,687 31 Dec 2022
13F
SEGALL BRYANT & HAMILL, LLC
13F
Company
0.81%
207,289
$15,125,000 31 Dec 2022
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.72%
182,316
$13,304,000 31 Dec 2022
13F
MORGAN STANLEY
13F
Company
0.68%
173,843
$12,685,361 31 Dec 2022
13F
MONARCH CAPITAL MANAGEMENT INC
13F
Company
0.67%
169,965
$12,402,346 31 Dec 2022
13F
Invesco Ltd.
13F
Company
0.66%
167,422
$12,216,783 31 Dec 2022
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.63%
161,498
$11,784,509 31 Dec 2022
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.61%
156,148
$11,394,120 31 Dec 2022
13F
TIMUCUAN ASSET MANAGEMENT INC/FL
13F
Company
0.6%
154,146
$11,248,034 31 Dec 2022
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.51%
130,393
$9,514,768 31 Dec 2022
13F
JPMORGAN CHASE & CO
13F
Company
0.39%
98,772
$7,207,000 31 Dec 2022
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.37%
93,989
$6,858,377 31 Dec 2022
13F
FIRST TRUST ADVISORS LP
13F
Company
0.37%
93,391
$6,814,741 31 Dec 2022
13F
CITADEL ADVISORS LLC
13F
Company
0.35%
88,005
$6,421,725 31 Dec 2022
13F
Ziegler Capital Management, LLC
13F
Company
0.33%
85,203
$6,217,708 31 Dec 2022
13F
Rosenthal | Henry Capital Advisors, Inc.
13F
Company
0.33%
84,594
$6,172,824 31 Dec 2022
13F
RHUMBLINE ADVISERS
13F
Company
0.31%
79,557
$5,805,000 31 Dec 2022
13F
Cetera Investment Advisers
13F
Company
0.3%
75,282
$5,493,343 31 Dec 2022
13F
HSBC HOLDINGS PLC
13F
Company
0.27%
68,616
$5,038,470 31 Dec 2022
13F
Nuveen Asset Management, LLC
13F
Company
0.27%
68,963
$5,032,000 31 Dec 2022
13F
STIFEL FINANCIAL CORP
13F
Company
0.27%
68,957
$5,031,828 31 Dec 2022
13F
Legal & General Group Plc
13F
Company
0.25%
63,603
$4,641,111 31 Dec 2022
13F
Forvis Mazars Wealth Advisors, LLC
13F
Company
0.25%
63,318
$4,620,289 31 Dec 2022
13F
Swiss National Bank
13F
Company
0.24%
61,150
$4,462,116 31 Dec 2022
13F
Ronald Truex
3/4/5
Director
mixed-class rows
73,544
mixed-class rows
$4,105,820 07 Feb 2022
1ST SOURCE BANK
13F
Company
0.21%
53,654
$3,915,132 31 Dec 2022
13F
Qube Research & Technologies Ltd
13F
Company
0.19%
47,444
$3,461,989 31 Dec 2022
13F
PUBLIC SECTOR PENSION INVESTMENT BOARD
13F
Company
0.18%
46,119
$3,365,303 31 Dec 2022
13F
Aptus Capital Advisors, LLC
13F
Company
0.18%
45,954
$3,353,263 31 Dec 2022
13F
TUDOR INVESTMENT CORP ET AL
13F
Company
0.18%
44,866
$3,274,000 31 Dec 2022
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.17%
42,459
$3,098,233 31 Dec 2022
13F

Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q1 2023

As of 31 Mar 2023, LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by 212 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 20,530,557 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, Neuberger Berman Group LLC, STATE STREET CORP, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, VICTORY CAPITAL MANAGEMENT INC, DIMENSIONAL FUND ADVISORS LP, Copeland Capital Management, LLC, SILVERCREST ASSET MANAGEMENT GROUP LLC, and GEODE CAPITAL MANAGEMENT, LLC. This page lists 212 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
226
Q1 2023 holders
212
Holder diff
-14
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 Value $ Q1 2023 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.