Запись по ценной бумаге · архивный квартал
LKFN
Lakeland Financial Corporation · Financial Services · Banks - Regional
89Отслеживаемые держатели
-2Δ держателей
15.64MАкций в держании
$896.89MОтчётная стоимость
+2Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.2% ·
поток акций +2.3% ·
новые чистые позиции -2.2%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 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 ✦ (пассивный) | 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 ✦ (пассивный) | 636.79K | +3.1% | $36.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | Geode Capital Management ✦ (пассивный) | 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 ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Allspring Global Investments… | $2.39M | составлял 0.0% |
| Assenagon Asset Management… | $2.25M | составлял 0.0% |
| Hsbc Holdings Plc | $1.31M | составлял 0.0% |
| BNP Paribas Asset Management… | $8,000 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 234 держатели, 20.76M акции, $1.18B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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