LAKELAND FINANCIAL CORP - Common Stock (LKFN)

CUSIP: 511656100

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / Common Stock
Shares outstanding
25,480,800
Total 13F shares
21,205,268
Share change
+131,807
Total reported value
$1,405,897,854
Put/Call ratio
24%
Price per share
$66.32
Number of holders
222
Value change
+$8,867,589
Number of buys
94
Number of sells
102

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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%
3,704,496
$241,384,958 31 Dec 2023
13F
VANGUARD GROUP INC
13F
Company
7.3%
1,847,688
$120,395,351 31 Dec 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
6.4%
1,627,094
$106,021,445 31 Dec 2023
13F
STATE STREET CORP
13F
Company
4.8%
1,219,323
$79,451,087 31 Dec 2023
13F
Neuberger Berman Group LLC
13F
Company
4.6%
1,174,114
$76,505,268 31 Dec 2023
13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
3.8%
960,918
$62,613,443 31 Dec 2023
13F
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
Company
3.4%
876,385
$57,105,262 31 Dec 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
3.1%
781,429
$50,919,648 31 Dec 2023
13F
Copeland Capital Management, LLC
13F
Company
2.9%
728,974
$47,499,977 31 Dec 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
2.2%
560,037
$36,496,310 31 Dec 2023
13F
NEUMEIER POMA INVESTMENT COUNSEL LLC
13F
Company
2.1%
547,457
$35,672,298 31 Dec 2023
13F
NORTHERN TRUST CORP
13F
Company
2%
502,396
$32,736,124 31 Dec 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
1.4%
369,262
$24,061,111 31 Dec 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.4%
357,088
$23,267,841 31 Dec 2023
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
1.4%
347,485
$22,642,126 31 Dec 2023
13F
Boston Trust Walden Corp
13F
Company
1.3%
339,586
$22,127,424 31 Dec 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1%
263,434
$17,165,359 31 Dec 2023
13F
Bank of New York Mellon Corp
13F
Company
0.94%
239,762
$15,622,883 31 Dec 2023
13F
MORGAN STANLEY
13F
Company
0.87%
222,582
$14,503,565 31 Dec 2023
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.87%
221,200
$14,413,410 31 Dec 2023
13F
NATIXIS ADVISORS, LLC
13F
Company
0.86%
219,097
$14,276,000 31 Dec 2023
13F
NFJ INVESTMENT GROUP, LLC
13F
Company
0.8%
204,778
$13,343,335 31 Dec 2023
13F
TIMUCUAN ASSET MANAGEMENT INC/FL
13F
Company
0.73%
187,161
$12,195,411 31 Dec 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.67%
170,508
$11,110,275 31 Dec 2023
13F
MONARCH CAPITAL MANAGEMENT INC
13F
Company
0.64%
163,505
$10,653,986 31 Dec 2023
13F
EAGLE ASSET MANAGEMENT INC
13F
Company
0.57%
145,447
$9,477,326 31 Dec 2023
13F
SEGALL BRYANT & HAMILL, LLC
13F
Company
0.54%
137,667
$8,970,382 31 Dec 2023
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.52%
132,470
$8,631,746 31 Dec 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.46%
118,437
$7,717,356 31 Dec 2023
13F
FIRST TRUST ADVISORS LP
13F
Company
0.45%
115,128
$7,501,740 31 Dec 2023
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.45%
114,434
$7,456,519 31 Dec 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.39%
100,249
$6,532,225 31 Dec 2023
13F
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
0.37%
93,787
$6,111,161 31 Dec 2023
13F
RHUMBLINE ADVISERS
13F
Company
0.36%
91,900
$5,988,185 31 Dec 2023
13F
Legal & General Group Plc
13F
Company
0.28%
71,685
$4,670,995 31 Dec 2023
13F
FMR LLC
13F
Company
0.27%
68,504
$4,463,776 31 Dec 2023
13F
Invesco Ltd.
13F
Company
0.27%
67,798
$4,417,718 31 Dec 2023
13F
STIFEL FINANCIAL CORP
13F
Company
0.26%
67,001
$4,365,792 31 Dec 2023
13F
Ronald Truex
3/4/5
Director
mixed-class rows
73,544
mixed-class rows
$4,105,820 07 Feb 2022
Rosenthal | Henry Capital Advisors, Inc.
13F
Company
0.24%
59,939
$3,905,624 31 Dec 2023
13F
BARCLAYS PLC
13F
Company
0.21%
54,723
$3,565,751 31 Dec 2023
13F
LPL Financial LLC
13F
Company
0.21%
54,029
$3,520,529 31 Dec 2023
13F
PUBLIC SECTOR PENSION INVESTMENT BOARD
13F
Company
0.21%
52,780
$3,439,145 31 Dec 2023
13F
1ST SOURCE BANK
13F
Company
0.2%
50,254
$3,274,551 31 Dec 2023
13F
Swiss National Bank
13F
Company
0.2%
50,150
$3,267,774 31 Dec 2023
13F
ROYAL BANK OF CANADA
13F
Company
0.19%
49,358
$3,216,000 31 Dec 2023
13F
Aptus Capital Advisors, LLC
13F
Company
0.18%
46,713
$3,043,819 31 Dec 2023
13F
HSBC HOLDINGS PLC
13F
Company
0.18%
46,055
$3,015,221 31 Dec 2023
13F
JPMORGAN CHASE & CO
13F
Company
0.18%
45,712
$2,978,615 31 Dec 2023
13F
Michael L. Kubacki
3/4/5
Director
class O/S missing
39,800
$2,846,190 30 Jan 2024

Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q1 2024

As of 31 Mar 2024, LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by 222 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 21,205,268 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, VICTORY CAPITAL MANAGEMENT INC, STATE STREET CORP, NEUBERGER BERMAN GROUP LLC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, DIMENSIONAL FUND ADVISORS LP, SILVERCREST ASSET MANAGEMENT GROUP LLC, and Copeland Capital Management, LLC. This page lists 222 institutional shareholders reporting positions in this security for the Q1 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2024 vs Q4 2023 Across Filers

Q4 2023 holders
206
Q1 2024 holders
222
Holder diff
16
Investor Q4 2023 Shares Q1 2024 Shares Share Diff Share Chg % Q4 2023 Value $ Q1 2024 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.