Wertpapierdatensatz · archiviertes Quartal
LKFN
Lakeland Financial Corporation · Financial Services · Banks - Regional
89Erfasste Halter
-2Δ Inhaber
15.64MGehaltene Aktien
$896.89MGemeldeter Wert
+2Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.2% ·
Aktienfluss +2.3% ·
neue Nettopositionen -2.2%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passiv) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Neuberger Berman Group LLC | 2.17M | +21.5% | $124.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Neuberger Berman Group LLC | 2.17M | +21.5% | $124.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passiv) | 1.38M | +8.2% | $79.11M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Vanguard Capital Management Llc | 1.10M | — | $63.01M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Charles Schwab Investment… | 869.27K | -17.1% | $49.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 672.17K | -4.8% | $38.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 672.17K | -4.8% | $38.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 672.17K | -4.8% | $38.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 672.17K | -4.8% | $38.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 672.17K | -4.8% | $38.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passiv) | 636.79K | +3.1% | $36.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passiv) | 636.79K | +3.1% | $36.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 356.64K | +97.2% | $20.46M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 321.41K | +4.8% | $18.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 321.41K | +4.8% | $18.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 321.41K | +4.8% | $18.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 321.41K | +4.8% | $18.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 318.93K | -3.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Northern Trust Corp | 318.93K | -3.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Northern Trust Corp | 318.93K | -3.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northern Trust Corp | 318.93K | -3.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Northern Trust Corp | 318.93K | -3.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Northern Trust Corp | 318.93K | -3.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Northern Trust Corp | 318.93K | -3.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 294.85K | -1.0% | $16.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 294.85K | -1.0% | $16.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 294.85K | -1.0% | $16.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Raymond James Financial Inc | 296.58K | +0.9% | $16.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Raymond James Financial Inc | 296.58K | +0.9% | $16.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Raymond James Financial Inc | 296.58K | +0.9% | $16.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 230.03K | +18.5% | $13.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 230.03K | +18.5% | $13.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 224.84K | -10.6% | $12.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 224.84K | -10.6% | $12.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 204.49K | -1.5% | $11.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 204.49K | -1.5% | $11.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 204.49K | -1.5% | $11.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 204.49K | -1.5% | $11.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 204.49K | -1.5% | $11.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 204.49K | -1.5% | $11.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 204.49K | -1.5% | $11.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 195.09K | +12.5% | $11.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Citadel Advisors ✦ | 189.88K | +131.2% | $10.90M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 71 | Citadel Advisors ✦ | 189.88K | +131.2% | $10.90M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 72 | Principal Financial Group Inc | 122.99K | +0.9% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Principal Financial Group Inc | 122.99K | +0.9% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | American Century Companies Inc | 115.78K | -1.9% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Envestnet Asset Management Inc | 114.94K | -1.4% | $6.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | ProShare Advisors LLC | 112.87K | +6.0% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Invesco Ltd. | 108.22K | +2.6% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Invesco Ltd. | 108.22K | +2.6% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Invesco Ltd. | 108.22K | +2.6% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Invesco Ltd. | 108.22K | +2.6% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Invesco Ltd. | 108.22K | +2.6% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | D. E. Shaw & Co. ✦ | 105.19K | +37.5% | $6.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 83 | UBS Group AG | 102.40K | +168.9% | $5.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | UBS Group AG | 102.40K | +168.9% | $5.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Nuveen, LLC | 96.48K | +15.3% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Nuveen, LLC | 96.48K | +15.3% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Nuveen, LLC | 96.48K | +15.3% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Point72 Asset Management ✦ | 82.89K | -6.7% | $4.76M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 89 | Rhumbline Advisers | 75.32K | +1.4% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 68.14K | -19.1% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | JPMorgan Chase ✦ | 68.14K | -19.1% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 68.14K | -19.1% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 68.14K | -19.1% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 68.14K | -19.1% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 68.14K | -19.1% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 68.14K | -19.1% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Tudor Investment Corp Et Al | 59.95K | -36.9% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | AQR Capital Management ✦ | 59.21K | -26.6% | $3.40M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 99 | AQR Capital Management ✦ | 59.21K | -26.6% | $3.40M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 59.21K | -26.6% | $3.40M | 0.0% | ▼ Trim | 8 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Allspring Global Investments… | $2.39M | war 0.0% |
| Assenagon Asset Management… | $2.25M | war 0.0% |
| Hsbc Holdings Plc | $1.31M | war 0.0% |
| BNP Paribas Asset Management… | $8,000 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 234 Inhaber, 20.76M Anteile, $1.18B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
Über die API abrufen