MORGAN STANLEY

Position in LKFN — Lakeland Financial Corp

CIK 895421 NEW YORK, NY

Back to LKFN Full portfolio

Position in LKFN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$12,865,164

-$1,631,210 QoQ

Shares Held

224,210

-11.7% QoQ

Ownership

0.900%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Common Shares in LKFN Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $18,675,889,556 across 312 Banks - Regional names. LKFN ranks #114 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	141,628,383	$2,035,199,856
2	USB	US Bancorp De	29,304,473	$1,524,125,632
3	IBN	Icici Bank Ltd	48,117,738	$1,246,249,407
4	FITB	Fifth Third Bancorp	24,776,241	$1,151,104,148
5	PNC	Pnc Financial Services Group, Inc.	4,814,412	$1,001,830,982
6	TFC	Truist Financial Corp	21,597,973	$992,858,810
7	MTB	M&T Bank Corp	4,452,035	$920,324,667
8	HDB	Hdfc Bank Ltd	30,807,471	$766,489,871

All Filings in LKFN

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,865,164	224,210	-11.7%	Shares	Defined	2026-05-15
2025-12-31	$14,496,374	254,055	+38.9%	Shares	Defined	2026-05-27
2025-09-30	$11,743,333	182,918	-16.1%	Shares	Defined	2026-05-27
2025-06-30	$13,397,510	218,023	-14.9%	Shares	Defined	2025-08-15
2025-03-31	$15,231,496	256,250	-0.1%	Shares	Defined	2025-05-15
2024-12-31	$17,632,880	256,441	-8.4%	Shares	Defined	2025-05-15
2024-09-30	$18,225,783	279,880	+14.6%	Shares	Defined	2025-05-14
2024-06-30	$15,026,441	244,253	-2.9%	Shares	Defined	2025-05-14
2024-03-31	$16,676,160	251,450	+13.0%	Shares	Defined	2024-10-17
2023-12-31	$14,503,439	222,582	+12.9%	Shares	Defined	2024-08-16
2023-09-30	$9,359,156	197,201	-3.5%	Shares	Defined	2023-11-15
2023-06-30	$9,912,923	204,306	+6.1%	Shares	Defined	2023-08-14
2023-03-31	$12,066,025	192,625	+10.8%	Shares	Defined	2023-05-15
2022-12-31	$12,685,321	173,843	+0.5%	Shares	Defined	2023-02-14
2022-09-30	$12,598,237	173,029	+4.9%	Shares	Defined	2022-11-14
2022-06-30	$10,959,759	165,007	+28.6%	Shares	Defined	2022-10-27
2022-03-31	$9,367,579	128,323	+13.7%	Shares	Defined	2022-10-27
2021-12-31	$9,040,990	112,815	+20.9%	Shares	Defined	2022-02-14
2021-09-30	$6,645,690	93,286	+358.0%	Shares	Defined	2021-11-15
2021-06-30	$1,255,358	20,366	-52.6%	Shares	Defined	2021-08-23
2021-03-31	$2,975,582	43,006	-12.7%	Shares	Defined	2021-05-17
2020-12-31	$2,640,957	49,290	+213.2%	Shares	Defined	2021-02-16
2020-09-30	$648,322	15,736	+46.4%	Shares	Defined	2020-11-13
2020-06-30	$500,655	10,746	-67.7%	Shares	Defined	2020-08-14
2020-03-31	$1,224,472	33,319	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.