Security record · archived quarter
LKFN
Lakeland Financial Corporation · Financial Services · Banks - Regional
9Tracked holders
n/aΔ holders
771.66KShares held
$47.48MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 90 | +5 | 16.16M | $997.37M | +8 | −4 |
| Q1 2026 | 89 | -2 | 15.64M | $896.89M | +2 | −4 |
| Q4 2025 | 91 | +1 | 16.08M | $917.39M | +1 | n/a |
| Q3 2025 | 16 | -1 | 8.52M | $547.20M | n/a | −1 |
| Q2 2025 | 14 | 0 | 8.48M | $521.28M | n/a | n/a |
| Q1 2025 | 11 | +3 | 2.55M | $151.68M | +3 | n/a |
| Q4 2024 | 8 | -3 | 2.14M | $146.83M | n/a | −3 |
| Q3 2024 | 10 | +1 | 822.56K | $53.57M | +1 | n/a |
| Q2 2024 | 9 | n/a | 771.66K | $47.48M | n/a | n/a |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 599.45K | n/a | $36.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Citadel Advisors ✦ | 59.70K | n/a | $3.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Renaissance Technologies ✦ | 57.05K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 17.07K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 11.51K | n/a | $708,095 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 8.49K | n/a | $522,182 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 7.42K | n/a | $456,294 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Marshall Wace ✦ | 6.33K | n/a | $389,545 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 4.65K | n/a | $286,006 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 234 holders, 20.76M shares, $1.18B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
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