Lakeland Bancorp Inc (LBAI) Ownership

13.43 ↑0.00 (0.00%)

As of May 15, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Lakeland Bancorp Inc (LBAI), owning a total of 7.3 million shares. Combined, the top 32 institutional holders of LBAI own 55.73% of the company with a total of 36.3 million shares.

In the latest ownership report on March 31st 2024, the top 32 institutional holders increased their combined ownership of LBAI by 1 million shares. 13 institutions bought 2,270,044 total additional shares and increased their ownership by an average of 13.32%. However 7 institutions sold 1,227,940 total shares and decreased their ownership by an average of 12.27%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Lakeland Bancorp increased by a net total of 1,042,104 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.230%	2.985%	7,316,927	212,071	2024-03-31
Dimensional Fund Advisors, Inc.	5.317%	2.674%	3,464,345	90,216	2024-03-31
Vanguard Group Inc	5.197%	-8.880%	3,385,886	-329,969	2024-03-31
State Street Corporation	2.825%	0.968%	1,840,272	17,648	2024-03-31
Geode Capital Management, LLC	2.195%	1.929%	1,430,022	27,067	2024-03-31
Systematic Financial Management LP	2.038%	-7.821%	1,327,813	-112,652	2024-03-31
Glazer Capital, LLC	1.651%	0.000%	1,075,456	1,075,456	2024-03-31
Morgan Stanley - Brokerage Accounts	1.496%	-5.540%	974,513	-57,152	2024-03-31
Citigroup Inc	1.402%	0.622%	913,653	5,651	2024-03-31
American Century Companies Inc	1.359%	21.960%	885,530	159,446	2024-03-31
Northern Trust Corp	1.230%	-10.470%	801,393	-93,720	2024-03-31
Millennium Management LLC	1.225%	4.746%	797,967	36,154	2024-03-31
AllianceBernstein L.P.	1.144%	-42.753%	745,059	-556,427	2024-03-31
Charles Schwab Investment Management Inc	1.139%	6.234%	742,259	43,555	2024-03-31
Hotchkis & Wiley Capital Management LLC	1.071%	57.885%	697,820	255,840	2024-03-31
Banc Funds Co LLC	1.052%	-9.121%	685,506	-68,800	2024-03-31
Susquehanna International Group, LLP	1.050%	-1.329%	684,342	-9,220	2024-03-31
JPMorgan Chase & Co	1.012%	49.418%	659,506	218,123	2024-03-31
ProShare Advisors LLC	0.992%	12.164%	646,530	70,117	2024-03-31
Renaissance Technologies Corp	0.866%	11.619%	563,895	58,700	2024-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.230%	2.985%	7,316,927	212,071	2024-03-31
Dimensional Fund Advisors, Inc.	5.317%	2.674%	3,464,345	90,216	2024-03-31
Vanguard Group Inc	5.197%	-8.880%	3,385,886	-329,969	2024-03-31
State Street Corporation	2.825%	0.968%	1,840,272	17,648	2024-03-31
Geode Capital Management, LLC	2.195%	1.929%	1,430,022	27,067	2024-03-31
Systematic Financial Management LP	2.038%	-7.821%	1,327,813	-112,652	2024-03-31
Glazer Capital, LLC	1.651%	0.000%	1,075,456	1,075,456	2024-03-31
Morgan Stanley - Brokerage Accounts	1.496%	-5.540%	974,513	-57,152	2024-03-31
Citigroup Inc	1.402%	0.622%	913,653	5,651	2024-03-31
Goldman Sachs Group Inc	1.368%	98.281%	890,976	441,626	2023-12-31
American Century Companies Inc	1.359%	21.960%	885,530	159,446	2024-03-31
FJ Capital Management LLC	1.330%	-71.834%	863,000	-2,201,000	2022-09-30
Northern Trust Corp	1.230%	-10.470%	801,393	-93,720	2024-03-31
Millennium Management LLC	1.225%	4.746%	797,967	36,154	2024-03-31
AllianceBernstein L.P.	1.144%	-42.753%	745,059	-556,427	2024-03-31
Charles Schwab Investment Management Inc	1.139%	6.234%	742,259	43,555	2024-03-31
Hotchkis & Wiley Capital Management LLC	1.071%	57.885%	697,820	255,840	2024-03-31
Banc Funds Co LLC	1.052%	-9.121%	685,506	-68,800	2024-03-31
Susquehanna International Group, LLP	1.050%	-1.329%	684,342	-9,220	2024-03-31
JPMorgan Chase & Co	1.012%	49.418%	659,506	218,123	2024-03-31
ProShare Advisors LLC	0.992%	12.164%	646,530	70,117	2024-03-31
ARP AMERICAS LLC	0.966%	-58.720%	628,081	-893,420	2023-06-30
Renaissance Technologies Corp	0.866%	11.619%	563,895	58,700	2024-03-31
Citadel Advisors Llc	0.844%	785.426%	547,955	486,069	2022-09-30
Qube Research & Technologies	0.791%	118.707%	514,270	279,129	2022-12-31
Cnh Partners, LLC	0.782%	0.000%	509,266	0	2023-12-31
Eckert Corp	0.781%	0.713%	508,624	3,600	2023-12-31
Fuller & Thaler Asset Management Inc	0.758%	0.115%	492,999	565	2022-12-31
Magnetar Financial LLC	0.752%	6.753%	489,237	30,948	2023-09-30
Bank of New York Mellon Corp	0.714%	-2.477%	464,209	-11,790	2023-06-30
Nuveen Asset Management, LLC	0.598%	-0.724%	387,965	-2,830	2022-09-30
Hennessy Advisors, Inc.	0.552%	-12.039%	358,000	-49,000	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Lakeland Bancorp Inc (LBAI), owning a total of 1.9 million shares. Combined, the top 37 mutual fund holders of LBAI own 29.96% of the company with a total of 19.5 million shares.

In the latest ownership report on April 30th 2024, the top 37 fund holders increased their combined ownership of LBAI by 113 thousand shares. 7 funds bought 168,541 total additional shares and increased their ownership by an average of 6.08%. However 8 funds sold 55,670 total shares and decreased their ownership by an average of 1.55%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Lakeland Bancorp increased by a net total of 112,871 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.877%	0.013%	1,874,218	238	2024-04-30
iShares Russell 2000 ETF	2.397%	-0.791%	1,561,722	-12,455	2024-04-30
Vanguard Institutional Extnd Mkt Idx Tr	1.470%	-0.020%	957,983	-190	2024-04-30
DFA US Small Cap Value I	1.415%	0.622%	922,147	5,700	2024-04-30
Avantis US Small Cap Value ETF	1.225%	0.380%	798,308	3,021	2024-04-30
ProShares Russell 2000 Dividend Growers	0.969%	-0.325%	631,117	-2,060	2024-04-30
Fidelity Small Cap Index	0.951%	-0.654%	619,675	-4,078	2024-04-30
iShares Russell 2000 Value ETF	0.928%	0.000%	604,638	0	2024-04-30
BlackRock Advantage Small Cap Core Instl	0.888%	31.586%	578,765	138,927	2024-04-30
DFA US Targeted Value I	0.746%	-2.189%	485,783	-10,874	2024-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.614%	0.000%	399,960	0	2024-04-30
Fidelity Extended Market Index	0.569%	-0.898%	370,721	-3,359	2024-04-30
Dimensional US Targeted Value ETF	0.535%	0.000%	348,647	0	2024-04-30
DFA US Micro Cap I	0.472%	0.000%	307,413	0	2024-04-30
Schwab US Small-Cap ETF™	0.468%	0.000%	305,140	0	2024-04-30
DFA US Small Cap I	0.468%	-2.027%	305,059	-6,311	2024-04-30
SPDR® S&P Regional Banking ETF	0.433%	-5.476%	282,130	-16,343	2024-04-30
Vanguard Russell 2000 ETF	0.361%	1.224%	235,322	2,845	2024-04-30
Nuveen Quant Small Cap Equity R6	0.341%	1.282%	222,040	2,810	2024-04-30
Hotchkis & Wiley Sm Cp Divers Val I	0.332%	7.447%	216,430	15,000	2024-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.877%	0.013%	1,874,218	238	2024-04-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.859%	0.905%	1,859,002	16,678	2023-03-31
iShares Russell 2000 ETF	2.397%	-0.791%	1,561,722	-12,455	2024-04-30
Vanguard Institutional Extnd Mkt Idx Tr	1.470%	-0.020%	957,983	-190	2024-04-30
DFA US Small Cap Value I	1.415%	0.622%	922,147	5,700	2024-04-30
Vanguard Extended Market Index Investor	1.296%	-0.028%	842,534	-238	2023-08-31
Avantis US Small Cap Value ETF	1.225%	0.380%	798,308	3,021	2024-04-30
ProShares Russell 2000 Dividend Growers	0.969%	-0.325%	631,117	-2,060	2024-04-30
Fidelity Small Cap Index	0.951%	-0.654%	619,675	-4,078	2024-04-30
Fidelity® Small Cap Index	0.937%	3.615%	609,090	21,250	2023-10-31
iShares Russell 2000 Value ETF	0.928%	0.000%	604,638	0	2024-04-30
BlackRock Advantage Small Cap Core Instl	0.888%	31.586%	578,765	138,927	2024-04-30
Avantis® U.S. Small Cap Value ETF	0.760%	0.000%	494,408	0	2023-07-29
DFA US Targeted Value I	0.746%	-2.189%	485,783	-10,874	2024-04-30
Fuller & Thaler Behavioral Small-Cap Eq	0.710%	0.000%	461,869	0	2023-02-28
Fuller & Thaler Behavioral Sm-Cp Eq R6	0.710%	0.000%	461,869	0	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.614%	0.000%	399,960	0	2024-04-30
Fidelity Extended Market Index	0.569%	-0.898%	370,721	-3,359	2024-04-30
Vanguard Dividend Appreciation ETF	0.566%	0.519%	368,755	1,904	2024-02-29
Fidelity® Extended Market Index	0.537%	0.000%	348,895	0	2023-11-30
Dimensional US Targeted Value ETF	0.535%	0.000%	348,647	0	2024-04-30
JPMorgan Small Cap Blend A	0.518%	0.000%	337,384	0	2024-02-29
Foundry Partners Micro Cap Value	0.492%	0.000%	320,700	0	2024-03-31
DFA US Micro Cap I	0.472%	0.000%	307,413	0	2024-04-30
Schwab US Small-Cap ETF™	0.468%	0.000%	305,140	0	2024-04-30
DFA US Small Cap I	0.468%	-2.027%	305,059	-6,311	2024-04-30
SPDR® S&P Regional Banking ETF	0.433%	-5.476%	282,130	-16,343	2024-04-30
AB Merger Arbitrage S1 USD	0.370%	-17.155%	240,794	-49,862	2024-03-31
Vanguard Russell 2000 ETF	0.361%	1.224%	235,322	2,845	2024-04-30
Nuveen Quant Small Cap Equity R6	0.341%	1.282%	222,040	2,810	2024-04-30
JPM US Small Cap Value-Composite	0.338%	-26.581%	219,996	-79,649	2024-03-31
Hotchkis & Wiley Sm Cp Divers Val I	0.332%	7.447%	216,430	15,000	2024-04-30
Northern Small Cap Value	0.310%	-25.362%	201,944	-68,621	2024-03-31
BlackRock Extended Mkt Composite	0.287%	0.588%	186,972	1,092	2023-09-30
NT R2000 Value Index Fund - NL	0.277%	-1.620%	180,363	-2,969	2023-12-31
Hennessy Small Cap Financial Investor	0.269%	-12.500%	175,000	-25,000	2024-03-31
NT R2000 Index Fund - NL	0.267%	-2.950%	173,802	-5,283	2024-03-31