LKFN Institutional Ownership
Lakeland Financial Corporation
1W: +7.2%
1M: +2.8%
3M: -4.0%
YTD: +11.2%
1Y: +4.4%
3Y: +34.5%
5Y: -6.5%
$60.71
-0.46 (-0.74%)
After Hours: $59.12 (-1.59, -2.61%)
Weekly Expected Move ±2.6%
$55
$57
$58
$60
$61
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — LKFN
276
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
46
New Positions
95
Increased
89
Reduced
20
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (79 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 1,782,720 | $108M | +1,757,983 | +7106.7% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 1,428,098 | $87M | +1,428,098 | — | 1Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC NEW | 294,848 | $18M | +294,848 | — | 1Q | SEC ↗ |
| 4 | Boston Trust Walden Corp | 293,880 | $18M | +55,370 | +23.2% | 2Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC NEW | 242,114 | $15M | +242,114 | — | 1Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC NEW | 200,893 | $12M | +200,893 | — | 1Q | SEC ↗ |
| 7 | MONARCH CAPITAL MANAGEMENT INC | 146,833 | $9M | -1,125 | -0.8% | 2Q | SEC ↗ |
| 8 | PRINCIPAL FINANCIAL GROUP INC NEW | 121,241 | $7M | +121,241 | — | 1Q | SEC ↗ |
| 9 | ProShare Advisors LLC NEW | 113,127 | $7M | +113,127 | — | 1Q | SEC ↗ |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 82,235 | $5M | +82,235 | — | 1Q | SEC ↗ |
| 11 | RENAISSANCE TECHNOLOGIES LLC NEW | 72,968 | $4M | +72,968 | — | 1Q | SEC ↗ |
| 12 | Man Group plc NEW | 57,985 | $4M | +57,985 | — | 1Q | SEC ↗ |
| 13 | 1ST SOURCE BANK | 47,696 | $3M | -10,738 | -18.4% | 2Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN NEW | 40,184 | $2M | +40,184 | — | 1Q | SEC ↗ |
| 15 | IEQ CAPITAL, LLC NEW | 23,875 | $1M | +23,875 | — | 1Q | SEC ↗ |
| 16 | HEARTLAND ADVISORS INC | 23,248 | $1M | -253 | -1.1% | 2Q | SEC ↗ |
| 17 | SYM FINANCIAL Corp | 22,724 | $1M | -7,987 | -26.0% | 2Q | SEC ↗ |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 21,455 | $1M | +21,455 | — | 1Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC NEW | 21,012 | $1M | +21,012 | — | 1Q | SEC ↗ |
| 20 | Uncommon Cents Investing Inc NEW | 15,241 | $925K | +15,241 | — | 1Q | SEC ↗ |
| 21 | MIRABELLA FINANCIAL SERVICES LLP NEW | 14,442 | $877K | +14,442 | — | 1Q | SEC ↗ |
| 22 | Mariner, LLC NEW | 12,797 | $777K | +12,797 | — | 1Q | SEC ↗ |
| 23 | Forvis Mazars Wealth Advisors, LLC NEW | 11,722 | $712K | +11,722 | — | 1Q | SEC ↗ |
| 24 | Louisiana State Employees Retirement S | 11,200 | $680K | — | +0.0% | 2Q | SEC ↗ |
| 25 | Inspire Investing, LLC NEW | 11,058 | $671K | +11,058 | — | 1Q | SEC ↗ |
| 26 | MANUFACTURERS LIFE INSURANCE COMPANY, | 10,541 | $640K | -267 | -2.5% | 2Q | SEC ↗ |
| 27 | Pathway Financial Advisers, LLC | 9,276 | $563K | — | +0.0% | 2Q | SEC ↗ |
| 28 | State of Alaska, Department of Revenue | 9,226 | $560K | -15,674 | -62.9% | 2Q | SEC ↗ |
| 29 | Freestone Grove Partners LP | 9,103 | $553K | +2,656 | +41.2% | 2Q | SEC ↗ |
| 30 | HSBC HOLDINGS PLC NEW | 8,605 | $522K | +8,605 | — | 1Q | SEC ↗ |
| 31 | MERCER GLOBAL ADVISORS INC /ADV NEW | 8,481 | $515K | +8,481 | — | 1Q | SEC ↗ |
| 32 | Corient Private Wealth LP NEW | 8,344 | $507K | +8,344 | — | 1Q | SEC ↗ |
| 33 | Sequoia Financial Advisors, LLC NEW | 7,207 | $438K | +7,207 | — | 1Q | SEC ↗ |
| 34 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 6,630 | $403K | +6,630 | — | 1Q | SEC ↗ |
| 35 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 6,402 | $389K | +6,402 | — | 1Q | SEC ↗ |
| 36 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 6,319 | $384K | +6,319 | — | 1Q | SEC ↗ |
| 37 | Ensign Peak Advisors, Inc NEW | 6,294 | $382K | +6,294 | — | 1Q | SEC ↗ |
| 38 | CX Institutional | 6,084 | $369K | +32 | +0.5% | 3Q | SEC ↗ |
| 39 | Handelsbanken Fonder AB NEW | 6,030 | $366K | +6,030 | — | 1Q | SEC ↗ |
| 40 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 5,908 | $359K | -329 | -5.3% | 2Q | SEC ↗ |
| 41 | Pathstone Holdings, LLC NEW | 5,723 | $347K | +5,723 | — | 1Q | SEC ↗ |
| 42 | Schonfeld Strategic Advisors LLC NEW | 5,383 | $327K | +5,383 | — | 1Q | SEC ↗ |
| 43 | MARSHALL WACE, LLP NEW | 5,382 | $327K | +5,382 | — | 1Q | SEC ↗ |
| 44 | INTECH INVESTMENT MANAGEMENT LLC NEW | 5,333 | $324K | +5,333 | — | 1Q | SEC ↗ |
| 45 | Odyssean, LLC NEW | 4,186 | $254K | +4,186 | — | 1Q | SEC ↗ |
| 46 | SAPIENT CAPITAL LLC | 3,950 | $240K | — | +0.0% | 3Q | SEC ↗ |
| 47 | FIRST MERCHANTS CORP | 3,500 | $212K | — | +0.0% | 3Q | SEC ↗ |
| 48 | Revolve Wealth Partners, LLC NEW | 3,340 | $203K | +3,340 | — | 1Q | SEC ↗ |
| 49 | GAMMA Investing LLC | 1,934 | $117K | +245 | +14.5% | 3Q | SEC ↗ |
| 50 | Versant Capital Management, Inc | 1,748 | $106K | +1,697 | +3327.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 1,428,098 | $87M |
| AMERIPRISE FINANCIAL INC | 294,848 | $18M |
| CITADEL ADVISORS LLC | 242,114 | $15M |
| GOLDMAN SACHS GROUP INC | 200,893 | $12M |
| PRINCIPAL FINANCIAL GROUP INC | 121,241 | $7M |
| ProShare Advisors LLC | 113,127 | $7M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 82,235 | $5M |
| RENAISSANCE TECHNOLOGIES LLC | 72,968 | $4M |
| Man Group plc | 57,985 | $4M |
| WELLS FARGO & COMPANY/MN | 40,184 | $2M |
| IEQ CAPITAL, LLC | 23,875 | $1M |
| NEW YORK STATE COMMON RETIREMENT FU | 21,455 | $1M |
| ENVESTNET ASSET MANAGEMENT INC | 21,012 | $1M |
| Uncommon Cents Investing Inc | 15,241 | $925K |
| MIRABELLA FINANCIAL SERVICES LLP | 14,442 | $877K |
| Mariner, LLC | 12,797 | $777K |
| Forvis Mazars Wealth Advisors, LLC | 11,722 | $712K |
| Inspire Investing, LLC | 11,058 | $671K |
| HSBC HOLDINGS PLC | 8,605 | $522K |
| MERCER GLOBAL ADVISORS INC /ADV | 8,481 | $515K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +1,757,983 | +7106.7% | 1,782,720 |
| Boston Trust Walden Corp | +55,370 | +23.2% | 293,880 |
| Freestone Grove Partners LP | +2,656 | +41.2% | 9,103 |
| Versant Capital Management, Inc | +1,697 | +3327.5% | 1,748 |
| GAMMA Investing LLC | +245 | +14.5% | 1,934 |
| TD PRIVATE CLIENT WEALTH LLC | +208 | +37.3% | 765 |
| FIRST HORIZON CORP | +70 | +56.5% | 194 |
| Farther Finance Advisors, LLC | +56 | +38.6% | 201 |
| Parkside Financial Bank & Trust | +40 | +285.7% | 54 |
| CX Institutional | +32 | +0.5% | 6,084 |
| FARMERS & MERCHANTS INVESTMENTS INC | +10 | +66.7% | 25 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| State of Alaska, Department of Reve | -15,674 | -62.9% | 9,226 |
| 1ST SOURCE BANK | -10,738 | -18.4% | 47,696 |
| SYM FINANCIAL Corp | -7,987 | -26.0% | 22,724 |
| MONARCH CAPITAL MANAGEMENT INC | -1,125 | -0.8% | 146,833 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -329 | -5.3% | 5,908 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -267 | -2.5% | 10,541 |
| HEARTLAND ADVISORS INC | -253 | -1.1% | 23,248 |
| IFP Advisors, Inc | -71 | -40.6% | 104 |