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LKFN in the 13F filings

Lakeland Finl Corp · CUSIP 511656100

Sector · BanksTheme · Commercial banks and thriftsTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 14 May 2024
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 2 listed it in both
Shares listed
1,137,944
combined, among listed positions
Reported value
$75m
combined, at the quarter end

Among the 93 comparable managers: 1 buyer (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares was -43,404.

Managers listing LKFN in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Neuberger Berman Group LLC1,124,339$75m0.06%Trimmed-49,77514 Nov 2024 (the filing on sec.gov)
Winton Group Ltd13,605$902k0.06%Added+6,37114 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0123420162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LKFN by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20151$252kn.a.n.a.
Q1 20161$307kn.a.n.a.
Q2 20161$400kn.a.n.a.
Q3 20161$457kn.a.n.a.
Q4 20161$597kn.a.n.a.
Q1 20171$477kn.a.n.a.
Q2 20171$505kn.a.n.a.
Q3 20171$536kn.a.n.a.
Q4 20172$49mn.a.n.a.
Q1 20182$51mn.a.n.a.
Q2 20182$51mn.a.n.a.
Q3 20182$47mn.a.n.a.
Q4 20183$67mn.a.n.a.
Q1 20193$83mn.a.n.a.
Q2 20193$92mn.a.n.a.
Q3 20193$92mn.a.n.a.
Q4 20193$104mn.a.n.a.
Q1 20204$81mn.a.n.a.
Q2 20202$100mn.a.n.a.
Q3 20202$75mn.a.n.a.
Q4 20201$50mn.a.n.a.
Q1 20213$160mn.a.n.a.
Q2 20211$95mn.a.n.a.
Q3 20211$108mn.a.n.a.
Q4 20211$118mn.a.n.a.
Q1 20221$108mn.a.n.a.
Q2 20223$100mn.a.n.a.
Q3 20222$109mn.a.n.a.
Q4 20223$109mn.a.n.a.
Q1 20232$90mn.a.n.a.
Q2 20233$63mn.a.n.a.
Q3 20232$57mn.a.n.a.
Q4 20232$77m11
Q1 20242$75m11
Q2 20242$69m11
Q3 20242$72m11
Q4 20242$88m20
Q1 20253$76m21
Q2 20252$94m20
Q3 20252$123m20
Q4 20252$103m179
Q1 20262$125m1710
Q2 20262$136m1610

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LKFN and BAC →LKFN and JPM →LKFN and WFC →Choose a stock to compare with LKFN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LKFN, latest filings →Back to the 13F Explorer →