LAKELAND FINANCIAL CORP - Common Stock (LKFN)
CUSIP: 511656100
Q3 2024 13F Holders as of 30 Sep 2024
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 25,480,800
- Total 13F shares
- 21,343,700
- Share change
- +97,707
- Total reported value
- $1,391,686,379
- Put/Call ratio
- 3.4%
- Price per share
- $65.12
- Number of holders
- 233
- Value change
- +$8,238,358
- Number of buys
- 113
- Number of sells
- 95
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?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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 |
14%
|
3,674,100
|
$226,030,632 | — | 30 Jun 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.2%
|
1,840,935
|
$113,254,322 | — | 30 Jun 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
6%
|
1,538,406
|
$94,642,737 | — | 30 Jun 2024 | |
| STATE STREET CORP |
13F
|
Company |
4.9%
|
1,249,373
|
$76,861,427 | — | 30 Jun 2024 | |
| Neuberger Berman Group LLC |
13F
|
Company |
4.3%
|
1,098,962
|
$67,608,142 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
3.4%
|
875,754
|
$53,876,386 | — | 30 Jun 2024 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
3.3%
|
845,925
|
$52,041,323 | — | 30 Jun 2024 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
3.2%
|
827,862
|
$50,930,053 | — | 30 Jun 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.2%
|
816,549
|
$50,231,789 | — | 30 Jun 2024 | |
| Copeland Capital Management, LLC |
13F
|
Company |
2.9%
|
744,616
|
$45,808,791 | — | 30 Jun 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
599,445
|
$36,885,464 | — | 30 Jun 2024 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
2.1%
|
538,735
|
$33,142,977 | — | 30 Jun 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.8%
|
470,817
|
$28,964,662 | — | 30 Jun 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.4%
|
357,595
|
$21,999,245 | — | 30 Jun 2024 | |
| Boston Trust Walden Corp |
13F
|
Company |
1.3%
|
337,721
|
$20,776,596 | — | 30 Jun 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.1%
|
291,035
|
$17,904,469 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.96%
|
244,253
|
$15,026,575 | — | 30 Jun 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.92%
|
233,836
|
$14,385,593 | — | 30 Jun 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.91%
|
232,888
|
$14,327,311 | — | 30 Jun 2024 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.86%
|
218,224
|
$13,425,000 | — | 30 Jun 2024 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.76%
|
193,211
|
$11,696,993 | — | 30 Jun 2024 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
0.74%
|
187,811
|
$11,554,133 | — | 30 Jun 2024 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
0.68%
|
172,891
|
$10,636,254 | — | 30 Jun 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.64%
|
162,344
|
$9,987,402 | — | 30 Jun 2024 | |
| MONARCH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.62%
|
158,845
|
$9,772,145 | — | 30 Jun 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.53%
|
134,721
|
$8,288,063 | — | 30 Jun 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.49%
|
125,807
|
$7,739,646 | — | 30 Jun 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.48%
|
121,941
|
$7,501,810 | — | 30 Jun 2024 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.47%
|
118,660
|
$7,299,963 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.45%
|
114,281
|
$7,030,584 | — | 30 Jun 2024 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.4%
|
101,919
|
$6,270,057 | — | 30 Jun 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.39%
|
98,219
|
$6,042,429 | — | 30 Jun 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.34%
|
85,828
|
$5,280,122 | — | 30 Jun 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.32%
|
80,991
|
$4,982,577 | — | 30 Jun 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.28%
|
71,663
|
$4,408,706 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.27%
|
69,255
|
$4,260,568 | — | 30 Jun 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.27%
|
68,522
|
$4,215,474 | — | 30 Jun 2024 | |
| Ronald Truex |
3/4/5
|
Director |
—
mixed-class rows
|
73,544
mixed-class rows
|
$4,105,820 | — | 07 Feb 2022 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.26%
|
65,224
|
$4,012,580 | — | 30 Jun 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.24%
|
61,980
|
$3,813,001 | — | 30 Jun 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.24%
|
59,885
|
$3,684,102 | — | 30 Jun 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.23%
|
59,702
|
$3,672,867 | — | 30 Jun 2024 | |
| FMR LLC |
13F
|
Company |
0.23%
|
58,398
|
$3,592,716 | — | 30 Jun 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.22%
|
57,051
|
$3,509,778 | — | 30 Jun 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.22%
|
56,833
|
$3,496,365 | — | 30 Jun 2024 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.22%
|
56,492
|
$3,475,388 | — | 30 Jun 2024 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.22%
|
56,141
|
$3,453,794 | — | 30 Jun 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.21%
|
52,709
|
$3,242,658 | — | 30 Jun 2024 | |
| Swiss National Bank |
13F
|
Company |
0.2%
|
51,150
|
$3,146,748 | — | 30 Jun 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.2%
|
49,736
|
$3,060,000 | — | 30 Jun 2024 |
Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q3 2024
As of 30 Sep 2024,
LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by
233 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,343,700 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, VICTORY CAPITAL MANAGEMENT INC, STATE STREET CORP, NEUBERGER BERMAN GROUP LLC, SILVERCREST ASSET MANAGEMENT GROUP LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, DIMENSIONAL FUND ADVISORS LP, and Copeland Capital Management, LLC.
This page lists
233
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
217
Q3 2024 holders
233
Holder diff
16
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 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.