LARK · Landmark Bancorp Inc · Holdings
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 70 13F filersWho Holds LARK
Last 8 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter: 70 filers, like-for-like change +8.9%; actively managed books +4.6%; index-like books +15.1%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 49.8% | 32 | +10.6% |
| Adviser | 1.0% | 1 | 0.0% |
| Bank | 6.5% | 11 | +1.0% |
| Benefit plan | 0.0% | 1 | -73.8% |
| Non-US | 3.2% | 4 | +5.0% |
| Holding company | 18.3% | 4 | +29.6% |
| Unknown | 21.2% | 17 | -4.3% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 43.7% | 17 | +15.1% |
| Systematic-like | 1.3% | 2 | +78.2% |
| Concentrated | 3.5% | 9 | -35.8% |
| Diversified active | 51.5% | 42 | +8.0% |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 58.4% | 46 | +9.4% |
| Medium turnover | 25.7% | 14 | +8.7% |
| High turnover | 1.3% | 2 | +78.2% |
| Unknown | 14.5% | 8 | +3.8% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 14.5% | 8 | +3.8% |
| Medium horizon | 22.9% | 12 | +28.1% |
| Long horizon | 62.6% | 50 | +5.6% |
| Unknown | 0.0% | 0 | -100.0% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 4.6% | 9 | -29.4% |
| $1B to $10B | 11.0% | 13 | -2.5% |
| $10B to $100B | 9.8% | 14 | +32.7% |
| $100B or more | 74.5% | 34 | +12.0% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 2.0% | 13 | +35.2% |
| Pooled investment vehicles | 4.5% | 3 | -4.2% |
| Registered funds and BDCs | 41.4% | 9 | +10.8% |
| Pension and profit sharing plans | 1.1% | 1 | -10.2% |
| Insurance companies | 0.2% | 2 | +647.0% |
| Governments and sovereign funds | 0.2% | 1 | +9.1% |
| Other investment advisers | 0.0% | 1 | +54.5% |
| Diversified | 0.4% | 2 | +4519.0% |
| Unknown | 50.2% | 38 | +7.3% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 4.8% | 3 | +3.6% |
| Private equity funds | 0.5% | 2 | new |
| Venture capital funds | 0.0% | 1 | new |
| Real estate funds | 0.0% | 2 | +2525.0% |
| Other private funds | 14.8% | 4 | +20.9% |
| No private funds | 29.6% | 20 | +5.4% |
| Unknown | 50.2% | 38 | +7.3% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 80.7% | 59 | +10.9% |
| Outside the US | 19.3% | 11 | +1.4% |
The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 1 holder with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F.
Conviction and Crowding
70 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Estimated Holder Cost Basis
Quarter ended Jun 30, 2026, on that quarter's share basisEstimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.
Estimated cost covers 4.47% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.
Shareholder Targets
13F filers that own its peers but not LARK, quarter ended Jun 30, 2026LARK has no holder-overlap peers, so these filers hold the largest Financial Services stocks: JPM, V, BRK-B, MA, BAC, MS, GS, AXP, WFC, C, SCHW, RY, CB, BLK, PGR, COF, SPGI, TD, BNY, PNC. 6,508 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | Berkshire Hathaway Inc Insurer, Concentrated | $91,098,036,862 4 held | AXP, BAC, CB |
| 2 | NORGES BANK Non-US, Index-like | $78,828,529,437 20 held | BRK-B, JPM, MA |
| 3 | MITSUBISHI UFJ FINANCIAL GROUP INC Bank, Unknown | $78,825,883,309 1 held | MS |
| 4 | BANK OF AMERICA CORP /DE/ Bank, Diversified active | $76,619,588,872 20 held | JPM, V, GS |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active | $67,550,854,459 19 held | V, MA, JPM |
| 6 | Capital World Investors Adviser, Diversified active | $41,660,487,063 17 held | V, BAC, JPM |
| 7 | Capital Research Global Investors Adviser, Diversified active | $41,654,734,639 15 held | JPM, WFC, MA |
| 8 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser, Index-like | $40,931,178,457 20 held | JPM, V, BRK-B |
| 9 | Fisher Asset Management, LLC Adviser, Diversified active | $40,528,385,823 19 held | GS, JPM, MS |
| 10 | FRANKLIN RESOURCES INC Adviser, Diversified active | $37,810,161,495 20 held | C, JPM, BAC |
Fund Ownership of LARK by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 9.56% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 2.39% | 146,072 |
| Index ETFs | 7.16% | 437,053 |
| Active ETFs | 0.81% | 49,155 |
| Active funds | 8.30% | 506,380 |
| Unclassified | 0.00% | 235 |
| All registered funds | 18.67% | 1,138,895 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega BlackRock, Inc. Holding company | $10,719,570 | 17.47% | 349,058 | Shares | 2026-08-07 | |
| Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9,178,021 | 14.96% | 298,861 | Shares | 2026-09-09 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC Registered adviser | $6,499,771 | 10.59% | 211,650 | Shares | 2026-08-13 | |
| Mega DIMENSIONAL FUND ADVISORS LP Registered adviser | $5,846,506 | 9.53% | 190,378 | Shares | 2026-08-11 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC Registered adviser | $3,987,109 | 6.50% | 129,831 | Shares | 2026-08-12 | |
| Mid KORNITZER CAPITAL MANAGEMENT INC /KS Registered adviser | $3,506,805 | 5.71% | 114,191 | Shares | 2026-07-31 | |
| Large RENAISSANCE TECHNOLOGIES LLC Registered adviser | $1,917,931 | 3.13% | 62,453 | Shares | 2026-08-13 | |
| Small De Lisle Partners LLP Non-US | $1,720,865 | 2.80% | 56,036 | Shares | 2026-08-12 | |
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC Registered adviser | $1,607,883 | 2.62% | 52,357 | Shares | 2026-08-14 | |
| Mega STATE STREET CORP Bank | $1,530,463 | 2.49% | 49,836 | Shares | 2026-09-22 | |
| Small Trust Co | $1,509,213 | 2.46% | 48,700 | Shares | 2026-10-09 | |
| Large ROYCE & ASSOCIATES LP Registered adviser | $1,450,648 | 2.36% | 47,237 | Shares | 2026-08-14 | |
| Mega NORTHERN TRUST CORP Bank | $1,243,293 | 2.03% | 40,485 | Shares | 2026-08-13 | |
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser | $1,083,018 | 1.76% | 35,266 | Shares | 2026-08-13 | |
| Mega VANGUARD FIDUCIARY TRUST CO | $1,073,897 | 1.75% | 34,969 | Shares | 2026-08-13 | |
| Mega CITADEL ADVISORS LLC Registered adviser | $786,145 | 1.28% | 25,599 | Shares | 2026-09-02 | |
| Large Empowered Funds, LLC Registered adviser | $772,479 | 1.26% | 25,154 | Shares | 2026-08-17 | |
| Mid OneDigital Investment Advisors LLC Registered adviser | $675,435 | 1.10% | 21,994 | Shares | 2026-08-07 | |
| Large FIRST MANHATTAN CO. LLC. Adviser | $628,787 | 1.02% | 20,475 | Shares | 2026-08-14 | |
| Mid BOKF, NA | $506,715 | 0.83% | 16,500 | Shares | 2026-08-10 | |
| Large Private Advisor Group, LLC Registered adviser | $498,423 | 0.81% | 16,230 | Shares | 2026-07-27 | |
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC Registered adviser | $461,663 | 0.75% | 15,033 | Shares | 2026-08-14 | |
| Mega Bank of New York Mellon Corp Bank | $448,549 | 0.73% | 14,606 | Shares | 2026-08-06 | |
| Large Sanctuary Advisors, LLC | $361,671 | 0.59% | 11,777 | Shares | 2026-08-13 | |
| Mid CGN Advisors LLC Registered adviser | $355,222 | 0.58% | 11,567 | Shares | 2026-07-06 | |
| Mega GOLDMAN SACHS GROUP INC Holding company | $293,280 | 0.48% | 9,550 | Shares | 2026-08-14 | |
| Mega Nuveen, LLC | $220,927 | 0.36% | 7,194 | Shares | 2026-08-11 | |
| Mega AQR CAPITAL MANAGEMENT LLC Registered adviser | $220,864 | 0.36% | 7,192 | Shares | 2026-08-14 | |
| Mega HSBC HOLDINGS PLC | $220,098 | 0.36% | 7,167 | Shares | 2026-08-14 | |
| Mega Creative Planning Registered adviser | $212,881 | 0.35% | 6,932 | Shares | 2026-08-13 | |
| Mega BARCLAYS PLC Bank | $186,593 | 0.30% | 6,076 | Shares | 2026-08-14 | |
| Mega UBS Group AG Bank | $163,868 | 0.27% | 5,336 | Shares | 2026-08-13 | |
| Mega DEUTSCHE BANK AG\ Non-US | $157,327 | 0.26% | 5,123 | Shares | 2026-08-07 | |
| Mega WELLS FARGO & COMPANY/MN Bank | $135,062 | 0.22% | 4,398 | Shares | 2026-08-14 | |
| Mega RHUMBLINE ADVISERS Registered adviser | $118,110 | 0.19% | 3,846 | Shares | 2026-08-12 | |
| Small Keating Financial Advisory Services, Inc. Registered adviser | $114,210 | 0.19% | 3,719 | Shares | 2026-08-11 | |
| Mega MORGAN STANLEY Holding company | $106,562 | 0.17% | 3,470 | Shares | 2026-08-13 | |
| Mega Russell Investments Group, Ltd. | $100,083 | 0.16% | 3,259 | Shares | 2026-08-06 | |
| Large MetLife Investment Management, LLC Registered adviser | $96,767 | 0.16% | 3,151 | Shares | 2026-08-14 | |
| Large NEW YORK STATE COMMON RETIREMENT FUND | $80,613 | 0.13% | 2,625 | Shares | 2026-07-29 | |
| Mega CITIGROUP INC Bank | $74,686 | 0.12% | 2,432 | Shares | 2026-08-03 | |
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $74,226 | 0.12% | 2,417 | Shares | 2026-08-14 | |
| Large US BANCORP \DE\ Bank | $72,168 | 0.12% | 2,350 | Shares | 2026-08-12 | |
| Mega JPMORGAN CHASE & CO Bank | $68,728 | 0.11% | 2,238 | Shares | 2026-08-12 | |
| Mega BNP PARIBAS ARBITRAGE, SA Non-US | $68,421 | 0.11% | 2,228 | Shares | 2026-08-13 | |
| Mega Vanguard Global Advisers, LLC Registered adviser | $50,180 | 0.08% | 1,634 | Shares | 2026-08-13 | |
| Large Police & Firemen's Retirement System of New Jersey | $33,688 | 0.05% | 1,097 | Shares | 2026-07-23 | |
| Mega ROYAL BANK OF CANADA Bank | $24,106 | 0.04% | 785 | Shares | 2026-08-14 | |
| Mid Tower Research Capital LLC (TRC) | $24,076 | 0.04% | 784 | Shares | 2026-08-11 | |
| Mega JONES FINANCIAL COMPANIES LLLP | $17,320 | 0.03% | 564 | Shares | 2026-08-14 | |
| Mid Ameritas Investment Partners, Inc. Registered adviser | $14,955 | 0.02% | 487 | Shares | 2026-08-13 | |
| Mega Legal & General Group Plc | $13,236 | 0.02% | 431 | Shares | 2026-08-14 | |
| Mega FMR LLC Holding company | $10,072 | 0.02% | 328 | Shares | 2026-08-13 | |
| Mid IFP Advisors, Inc Registered adviser | $4,927 | 0.01% | 159 | Shares | 2026-10-16 | |
| Small COMPASS FINANCIAL MANAGEMENT LLC Registered adviser | $4,452 | 0.01% | 145 | Shares | 2026-08-12 | |
| Mid GAMMA Investing LLC Registered adviser | $3,408 | 0.01% | 110 | Shares | 2026-10-08 | |
| Mid Sterling Capital Management LLC Registered adviser | $3,255 | 0.01% | 106 | Shares | 2026-07-28 | |
| Large Arax Advisory Partners Registered adviser | $3,009 | 0.00% | 98 | Shares | 2026-08-10 | |
| Mega CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Benefit plan | $2,057 | 0.00% | 67 | Shares | 2026-08-24 | |
| Mega PNC FINANCIAL SERVICES GROUP, INC. Bank | $1,566 | 0.00% | 51 | Shares | 2026-08-07 | |
| Mid SBI Securities Co., Ltd. Non-US | $614 | 0.00% | 20 | Shares | 2026-07-23 | |
| Small Essential Partners LLC Registered adviser | $588 | 0.00% | 19 | Shares | 2026-10-14 | |
| Large Allworth Financial LP | $399 | 0.00% | 13 | Shares | 2026-08-11 | |
| Mid EverSource Wealth Advisors, LLC Registered adviser | $213 | 0.00% | 7 | Shares | 2026-07-24 | |
| Large Farther Finance Advisors, LLC Registered adviser | $185 | 0.00% | 6 | Shares | 2026-10-08 | |
| Small True Wealth Design, LLC Registered adviser | $61 | 0.00% | 2 | Shares | 2026-10-13 | |
| Small Basecamp Wealth Advisors LLC Registered adviser | $30 | 0.00% | 1 | Shares | 2026-08-14 | |
| Mid ROTHSCHILD INVESTMENT LLC Registered adviser | $30 | 0.00% | 1 | Shares | 2026-08-06 | |
| Small Covestor Ltd | $1 | 0.00% | 17 | Shares | 2026-08-07 |