Запись по ценной бумаге · архивный квартал
LKFN
Lakeland Financial Corporation · Financial Services · Banks - Regional
91Отслеживаемые держатели
+5Δ держателей
16.17MАкций в держании
$997.67MОтчётная стоимость
+8Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +5.8% ·
поток акций +3.7% ·
новые чистые позиции +5.5%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 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 · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Neuberger Berman Group LLC | 2.18M | +0.5% | $134.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Neuberger Berman Group LLC | 2.18M | +0.5% | $134.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (пассивный) | 1.43M | +3.6% | $88.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Vanguard Capital Management Llc | 1.07M | -3.0% | $65.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Charles Schwab Investment… | 940.86K | +8.2% | $58.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 687.08K | +2.2% | $42.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 687.08K | +2.2% | $42.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 687.08K | +2.2% | $42.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 687.08K | +2.2% | $42.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 687.08K | +2.2% | $42.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Geode Capital Management ✦ (пассивный) | 661.62K | +3.9% | $40.84M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 25 | Geode Capital Management ✦ (пассивный) | 661.62K | +3.9% | $40.84M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 417.61K | +17.1% | $25.78M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 27 | American Century Companies Inc | 355.47K | +207.0% | $21.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Raymond James Financial Inc | 300.21K | +1.2% | $18.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Raymond James Financial Inc | 300.21K | +1.2% | $18.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Raymond James Financial Inc | 300.21K | +1.2% | $18.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 292.15K | -0.9% | $18.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 292.15K | -0.9% | $18.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 292.15K | -0.9% | $18.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Northern Trust Corp | 271.57K | -14.8% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Northern Trust Corp | 271.57K | -14.8% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Northern Trust Corp | 271.57K | -14.8% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 271.57K | -14.8% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 271.57K | -14.8% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 271.57K | -14.8% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 271.57K | -14.8% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 252.76K | +9.9% | $15.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 252.76K | +9.9% | $15.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 242.11K | +27.5% | $14.94M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 242.11K | +27.5% | $14.94M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 241.19K | +23.6% | $14.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 216.62K | -32.6% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Of America Corp /De/ | 216.62K | -32.6% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Bank Of America Corp /De/ | 216.62K | -32.6% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Bank Of America Corp /De/ | 216.62K | -32.6% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 208.32K | +1.9% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 208.32K | +1.9% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 208.32K | +1.9% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 208.32K | +1.9% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 208.32K | +1.9% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 208.32K | +1.9% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 208.32K | +1.9% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 203.68K | +244.0% | $12.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 203.68K | +244.0% | $12.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 203.68K | +244.0% | $12.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 203.68K | +244.0% | $12.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 203.68K | +244.0% | $12.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 203.68K | +244.0% | $12.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 203.68K | +244.0% | $12.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 76 | Goldman Sachs Group ✦ | 200.89K | -10.7% | $12.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 77 | Goldman Sachs Group ✦ | 200.89K | -10.7% | $12.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | UBS Group AG | 126.60K | +23.6% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | UBS Group AG | 126.60K | +23.6% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | UBS Group AG | 126.60K | +23.6% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | D. E. Shaw & Co. ✦ | 122.94K | +16.9% | $7.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 82 | Principal Financial Group Inc | 121.24K | -1.4% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Principal Financial Group Inc | 121.24K | -1.4% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | ProShare Advisors LLC | 113.13K | +0.2% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Millennium Management ✦ | 111.41K | +90.9% | $6.88M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 86 | Invesco Ltd. | 101.33K | -6.4% | $6.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Invesco Ltd. | 101.33K | -6.4% | $6.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Invesco Ltd. | 101.33K | -6.4% | $6.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Invesco Ltd. | 101.33K | -6.4% | $6.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Invesco Ltd. | 101.33K | -6.4% | $6.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Point72 Asset Management ✦ | 99.82K | +20.4% | $6.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 92 | Nuveen, LLC | 96.93K | +0.5% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Nuveen, LLC | 96.93K | +0.5% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Nuveen, LLC | 96.93K | +0.5% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Arrowstreet Capital ✦ | 82.23K | +876.0% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Renaissance Technologies ✦ | 72.97K | +24.6% | $4.50M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 97 | Rhumbline Advisers | 66.75K | -11.4% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Squarepoint Ops LLC | 64.32K | +76.4% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Wells Fargo & Company/Mn | 58.78K | +46.3% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Wells Fargo & Company/Mn | 58.78K | +46.3% | $3.63M | 0.0% | ▲ Add | 3 | 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
| Hrt Financial Lp | $2.99M | составлял 0.0% |
| Stifel Financial Corp | $2.41M | составлял 0.0% |
| Balyasny Asset Management L.P. | $1.46M | 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: Q2 2026 ·
Методология ·
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