LKFN
Lakeland Financial Corporation · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth -27.3% ·
share flow -3.5% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 91 | +5 | 16.17M | $997.67M | +8 | −3 |
| Q1 2026 | 89 | -2 | 15.64M | $896.89M | +2 | −4 |
| Q4 2025 | 91 | +1 | 16.08M | $917.39M | +1 | — |
| Q3 2025 | 16 | -1 | 8.52M | $547.20M | — | −1 |
| Q2 2025 | 14 | 0 | 8.48M | $521.28M | — | — |
| Q1 2025 | 11 | +3 | 2.55M | $151.68M | +3 | — |
| Q4 2024 | 8 | -3 | 2.14M | $146.83M | — | −3 |
| Q3 2024 | 10 | +1 | 822.56K | $53.57M | +1 | — |
| Q2 2024 | 9 | — | 771.66K | $47.48M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.39M | — | $95.58M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 602.49K | -0.4% | $41.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 602.49K | -0.4% | $41.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 48.68K | -12.1% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 48.68K | -12.1% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Millennium Management ✦ | 46.59K | -50.0% | $3.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 18.94K | +9.5% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 17.02K | +240.0% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 17.02K | +240.0% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 17.02K | +240.0% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 6.84K | -55.0% | $470,250 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 4.69K | +53.5% | $322,398 | 0.0% | ▲ Add | 2 | SEC ↗ |
“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
| Renaissance Technologies | $765,225 | was 0.0% |
| Marshall Wace | $555,213 | was 0.0% |
| D. E. Shaw & Co. | $535,482 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.