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Lakeland Bancorp Inc

LBAIDelisted May 15, 2024
Industry
State Commercial Banks
SEC CIK
0000846901

Lakeland Bancorp Inc was delisted on May 15, 2024; its insiders filed their last Form 4 on May 17, 2024; 174 institutions reported holding it in 13F filings for Q1 2024, worth $481.3M in total; no superinvestor held it.

13F holders, Q4 2021

Institutional positions in Lakeland Bancorp Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
163
+13 vs. Q3 2021
Shares held
32.0M
+553.2K (+1.8%) vs. Q3 2021
Total value
$607.1M
+$53.6M (+9.7%) vs. Q3 2021
New holders
25
45 more added
Sold out
12
51 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LBAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 163 institutions
Q1 2021: 149 institutionsQ2 2021: 152 institutionsQ3 2021: 151 institutionsQ4 2021: 163 institutionsQ1 2022: 180 institutionsQ2 2022: 184 institutionsQ3 2022: 187 institutionsQ4 2022: 178 institutionsQ1 2023: 176 institutionsQ2 2023: 175 institutionsQ3 2023: 173 institutionsQ4 2023: 174 institutionsQ1 2024: 174 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $607.1M
Q1 2021: $518.3MQ2 2021: $525.6MQ3 2021: $553.6MQ4 2021: $607.1MQ1 2022: $625.9MQ2 2022: $540.7MQ3 2022: $599.2MQ4 2022: $674.2MQ1 2023: $602.3MQ2 2023: $522.2MQ3 2023: $479.9MQ4 2023: $573.8MQ1 2024: $481.3MQ2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding LBAI and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 2024174$481.3M
Q4 2023174$573.8M
Q3 2023173$479.9M
Q2 2023175$522.2M
Q1 2023176$602.3M
Q4 2022178$674.2M
Q3 2022187$599.2M
Q2 2022184$540.7M
Q1 2022180$625.9M
Q4 2021163$607.1M
Q3 2021151$553.6M
Q2 2021152$525.6M
Q1 2021149$518.3M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q3 2021.

Institutions holding LBAI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,552,717$86.5M0.00%+436,514+10.6%Added
FJ Capital Management LLC3,138,000$59.6M5.00%+39,000+1.3%Added
Dimensional Fund Advisors LP3,099,044$58.9M0.02%−14,962−0.5%Reduced
Vanguard Group Inc2,849,033$54.1M0.00%−91,673−3.1%Reduced
Systematic Financial Management LP1,594,001$30.3M0.90%−62,503−3.8%Reduced
State Street Corp1,340,102$25.4M0.00%−60,084−4.3%Reduced
Geode Capital Management, LLC877,173$16.7M0.00%+6,769+0.8%Added
Northern Trust Corp832,454$15.8M0.00%−12,574−1.5%Reduced
Banc Funds Co LLC732,941$13.9M1.05%−47,815−6.1%Reduced
Maltese Capital Management LLC725,000$13.8M2.27%−94,400−11.5%Reduced
ProShare Advisors LLC535,650$10.2M0.02%−32,453−5.7%Reduced
Fuller & Thaler Asset Management, Inc.533,735$10.1M0.06%+64,830+13.8%Added
JPMorgan Chase & Co516,822$9.81M0.00%+19,395+3.9%Added
Renaissance Technologies LLC447,100$8.49M0.01%−89,300−16.6%Reduced
Hennessy Advisors Inc415,000$7.88M0.45%+40,000+10.7%Added
Nuveen Asset Management, LLC406,707$7.46M0.00%−3,919−1.0%Reduced
Hotchkis & Wiley Capital Management LLC390,740$7.42M0.02%−6,900−1.7%Reduced
Principal Financial Group Inc366,570$6.96M0.00%+23,746+6.9%Added
Charles Schwab Investment Management Inc352,295$6.69M0.00%+7,737+2.2%Added
LSV Asset Management327,134$6.21M0.01%−26,400−7.5%Reduced
Foundry Partners, LLC295,650$5.61M0.20%+40,880+16.0%Added
Parametric Portfolio Associates LLC291,640$5.54M0.00%−6,051−2.0%Reduced
Bank of New York Mellon Corp287,318$5.46M0.00%−75,626−20.8%Reduced
Basswood Capital Management, L.L.C.281,681$5.35M0.25%00.0%Unchanged
Putnam Investments LLC246,960$4.69M0.01%−40,100−14.0%Reduced
Kennedy Capital Management, Inc.237,617$4.51M0.10%−24,217−9.2%Reduced
Ameriprise Financial Inc229,848$4.36M0.00%+147,255+178.3%Added
Millennium Management LLC221,228$4.20M0.00%+106,445+92.7%Added
Bridgeway Capital Management, LLC205,590$3.90M0.07%00.0%Unchanged
Elizabeth Park Capital Advisors, Ltd.200,178$3.80M1.46%00.0%Unchanged
Morgan Stanley193,756$3.68M0.00%+46,492+31.6%Added
State of New Jersey Common Pension Fund D182,293$3.46M0.01%−481−0.3%Reduced
American Century Companies Inc158,573$3.01M0.00%+40,616+34.4%Added
Barclays PLC151,660$2.88M0.00%+20,744+15.8%Added
Two Sigma Advisers, LP151,026$2.87M0.01%−51,700−25.5%Reduced
EJF Capital LLC148,628$2.82M0.25%+48,525+48.5%Added
Bank of America Corp123,844$2.35M0.00%+26,878+27.7%Added
Prudential Financial Inc118,151$2.24M0.00%−7,354−5.9%Reduced
Highlander Capital Management, LLC117,925$2.24M1.04%−5,000−4.1%Reduced
Jacobs Levy Equity Management, Inc113,155$2.15M0.01%−11,783−9.4%Reduced
Swiss National Bank111,285$2.11M0.00%00.0%Unchanged
Susquehanna International Group, LLP108,727$2.06M0.00%+108,727New
Invesco Ltd.107,236$2.04M0.00%−10,945−9.3%Reduced
First Trust Advisors LP105,576$2.00M0.00%+11,755+12.5%Added
John W. Rosenthal Capital Management, Inc.105,157$2.00M1.50%00.0%Unchanged
Brown Brothers Harriman & Co100,000$1.90M0.01%00.0%Unchanged
Cutler Capital Management, LLC93,000$1.77M0.64%00.0%Unchanged
Assenagon Asset Management S.A.91,976$1.75M0.01%+91,976New
State Board of Administration of Florida Retirement System89,126$1.69M0.00%−148−0.2%Reduced
JCSD Capital, LLC87,162$1.66M1.63%00.0%Unchanged
Two Sigma Investments, LP85,433$1.62M0.00%−13,264−13.4%Reduced
Goldman Sachs Group Inc84,768$1.61M0.00%+19,690+30.3%Added
D. E. Shaw & Co., Inc.83,577$1.59M0.00%−4,651−5.3%Reduced
Northwestern Mutual Wealth Management Co81,938$1.56M0.00%00.0%Unchanged
Pacific Ridge Capital Partners, LLC81,200$1.54M0.27%00.0%Unchanged
River Oaks Capital LLC75,000$1.42M1.32%+75,000New
Los Angeles Capital Management LLC74,895$1.42M0.01%−9,440−11.2%Reduced
ExodusPoint Capital Management, LP74,444$1.41M0.02%+74,444New
Thrivent Financial for Lutherans75,109$1.41M0.00%−20,454−21.4%Reduced
Rhumbline Advisers72,377$1.37M0.00%−509−0.7%Reduced
California State Teachers Retirement System69,298$1.32M0.00%+1,400+2.1%Added
Balyasny Asset Management LLC65,420$1.24M0.01%+65,420New
First Republic Investment Management, Inc.65,264$1.24M0.00%+239+0.4%Added
Altium Wealth Management LLC65,005$1.23M0.08%00.0%Unchanged
Legacy Advisors, LLC62,121$1.18M0.43%00.0%Unchanged
UBS Asset Management Americas Inc61,899$1.18M0.00%00.0%Unchanged
Wells Fargo & Company60,817$1.16M0.00%+18,458+43.6%Added
Mount Capital Ltd58,000$1.10M0.30%+58,000New
Fifth Lane Capital, LP55,760$1.06M0.62%+55,760New
Qube Research & Technologies Ltd55,676$1.06M0.01%+36,664+192.8%Added
Raymond James & Associates55,294$1.05M0.00%−14,696−21.0%Reduced
Peapack Gladstone Financial Corp54,956$1.04M0.02%−3,774−6.4%Reduced
Mirabella Financial Services LLP54,943$1.04M0.11%+54,943New
Old Mission Capital LLC54,607$1.04M0.05%+54,607New
Murchinson Ltd.50,000$950.0K0.09%+50,000New
Sterling Financial Planning, Inc.47,550$903.0K0.56%00.0%Unchanged
Public Employees Retirement Association of Colorado44,279$841.0K0.00%00.0%Unchanged
Credit Suisse AG40,574$770.0K0.00%+5,677+16.3%Added
Krane Funds Advisors LLC39,528$751.0K0.02%−3,144−7.4%Reduced
Boothbay Fund Management, LLC39,469$750.0K0.02%+39,469New
New York State Common Retirement Fund36,712$697.0K0.00%+170.0%Added
BNP Paribas Arbitrage, SA35,720$678.3K0.00%+21,928+159.0%Added
Private Advisor Group, LLC35,693$678.0K0.01%−18,517−34.2%Reduced
UBS Group AG35,618$676.0K0.00%+20,947+142.8%Added
Alliancebernstein L.P.34,845$662.0K0.00%−1,200−3.3%Reduced
Tudor Investment Corp Et Al32,324$614.0K0.01%+1,512+4.9%Added
Castleview Partners, LLC10,900$574.0K0.00%+10,900New
Allspring Global Investments Holdings, LLC30,197$573.0K0.00%+30,197New
HSBC Holdings PLC30,133$571.0K0.00%+8,838+41.5%Added
Deutsche Bank AG29,700$564.0K0.00%−725−2.4%Reduced
Matrix Asset Advisors Inc26,876$510.0K0.07%00.0%Unchanged
American International Group, Inc.25,989$494.0K0.00%−778−2.9%Reduced
Manufacturers Life Insurance Company, The25,976$493.0K0.00%+77+0.3%Added
Waldron Private Wealth LLC24,791$470.0K0.02%00.0%Unchanged
IndexIQ Advisors LLC24,229$460.0K0.02%−1,566−6.1%Reduced
Public Employees Retirement System of Ohio24,098$458.0K0.00%00.0%Unchanged
SEI Investments Co23,500$446.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC22,750$432.0K0.01%−2,500−9.9%Reduced
Rockefeller Capital Management L.P.22,700$431.0K0.00%00.0%Unchanged
Alps Advisors Inc22,520$428.0K0.00%+289+1.3%Added