LAKELAND FINANCIAL CORP - Common Stock (LKFN)
CUSIP: 511656100
Q2 2024 13F Holders as of 30 Jun 2024
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 25,480,800
- Total 13F shares
- 21,211,398
- Share change
- +23,835
- Total reported value
- $1,304,691,045
- Put/Call ratio
- 37%
- Price per share
- $61.52
- Number of holders
- 217
- Value change
- +$750,253
- Number of buys
- 96
- Number of sells
- 101
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 |
15%
|
3,751,315
|
$248,787,211 | — | 31 Mar 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.3%
|
1,848,101
|
$122,566,058 | — | 31 Mar 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
6.3%
|
1,596,138
|
$105,855,873 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
4.7%
|
1,207,517
|
$80,082,527 | — | 31 Mar 2024 | |
| Neuberger Berman Group LLC |
13F
|
Company |
4.4%
|
1,124,339
|
$74,566,162 | — | 31 Mar 2024 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
3.8%
|
970,193
|
$64,343,238 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
3.4%
|
858,915
|
$56,963,243 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.2%
|
805,431
|
$53,416,160 | — | 31 Mar 2024 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
3%
|
751,888
|
$49,865,212 | — | 31 Mar 2024 | |
| Copeland Capital Management, LLC |
13F
|
Company |
2.9%
|
740,353
|
$49,100,202 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
577,030
|
$38,274,178 | — | 31 Mar 2024 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
2.2%
|
551,980
|
$36,607,314 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.9%
|
472,977
|
$31,367,834 | — | 31 Mar 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.4%
|
367,350
|
$24,362,651 | — | 31 Mar 2024 | |
| Boston Trust Walden Corp |
13F
|
Company |
1.3%
|
337,914
|
$22,410,457 | — | 31 Mar 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.1%
|
291,122
|
$19,307,193 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.99%
|
251,450
|
$16,676,247 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.91%
|
232,204
|
$15,399,754 | — | 31 Mar 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.87%
|
220,990
|
$14,656,074 | — | 31 Mar 2024 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.86%
|
218,327
|
$14,479,000 | — | 31 Mar 2024 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
0.74%
|
187,811
|
$12,455,626 | — | 31 Mar 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.72%
|
183,517
|
$12,170,839 | — | 31 Mar 2024 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
0.71%
|
180,640
|
$11,980,045 | — | 31 Mar 2024 | |
| MONARCH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.63%
|
160,620
|
$10,652,319 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.62%
|
156,781
|
$10,397,714 | — | 31 Mar 2024 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.53%
|
134,714
|
$8,934,232 | — | 31 Mar 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.52%
|
131,977
|
$8,752,715 | — | 31 Mar 2024 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.51%
|
130,233
|
$8,407,842 | — | 31 Mar 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.5%
|
126,431
|
$8,384,904 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.42%
|
105,966
|
$7,027,682 | — | 31 Mar 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.38%
|
97,010
|
$6,433,703 | — | 31 Mar 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.34%
|
87,486
|
$5,802,054 | — | 31 Mar 2024 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.34%
|
86,483
|
$5,735,553 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.31%
|
78,434
|
$5,201,742 | — | 31 Mar 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.28%
|
72,109
|
$4,782,269 | — | 31 Mar 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.28%
|
71,918
|
$4,769,602 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.27%
|
69,665
|
$4,620,183 | — | 31 Mar 2024 | |
| Ronald Truex |
3/4/5
|
Director |
—
mixed-class rows
|
73,544
mixed-class rows
|
$4,105,820 | — | 07 Feb 2022 | |
| FMR LLC |
13F
|
Company |
0.23%
|
59,833
|
$3,968,181 | — | 31 Mar 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.22%
|
57,187
|
$3,792,645 | — | 31 Mar 2024 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.21%
|
52,249
|
$3,465,154 | — | 31 Mar 2024 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.2%
|
52,130
|
$3,457,262 | — | 31 Mar 2024 | |
| Swiss National Bank |
13F
|
Company |
0.2%
|
50,150
|
$3,325,948 | — | 31 Mar 2024 | |
| 1ST SOURCE BANK |
13F
|
Company |
0.19%
|
49,604
|
$3,289,737 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.19%
|
48,376
|
$3,208,000 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.19%
|
47,172
|
$3,128,443 | — | 31 Mar 2024 | |
| Rosenthal | Henry Capital Advisors, Inc. |
13F
|
Company |
0.18%
|
44,930
|
$2,979,757 | — | 31 Mar 2024 | |
| Michael L. Kubacki |
3/4/5
|
Director |
—
class O/S missing
|
39,800
|
$2,846,190 | — | 30 Jan 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.17%
|
42,244
|
$2,801,619 | — | 31 Mar 2024 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.16%
|
41,329
|
$2,740,939 | — | 31 Mar 2024 |
Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q2 2024
As of 30 Jun 2024,
LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by
217 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,211,398 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, VICTORY CAPITAL MANAGEMENT INC, STATE STREET CORP, NEUBERGER BERMAN GROUP LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, SILVERCREST ASSET MANAGEMENT GROUP LLC, DIMENSIONAL FUND ADVISORS LP, and Copeland Capital Management, LLC.
This page lists
216
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
222
Q2 2024 holders
217
Holder diff
-5
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.