Lakeland FinancialLKFN

13F holders, Q2 2026 (June 30)
255holders +20
41new positions
20sold out
7famous investors
$61.74avg. 13F price*

At the end of Q2 2026, 255 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, up 20 from Q1 2026. 41 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($224.6M), Neuberger Berman Group LLC ($134.3M) and State Street Corp. ($88.1M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Lakeland Financial Corp.
CUSIP
511656100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 223Q1 2024Q2 2024: 216Q2 2024Q3 2024: 234Q3 2024Q4 2024: 231Q4 2024Q1 2025: 244Q1 2025Q2 2025: 235Q2 2025Q3 2025: 245Q3 2025Q4 2025: 227Q4 2025Q1 2026: 235Q1 2026Q2 2026: 255Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions41$13.4M
Exits20$10.1M

All 13F filers, Q1 2026 → Q2 2026: 1,923,338 shares bought and 1,734,219 shares sold, net +189,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 255 holders

BlackRock, Inc. 0.00% Add +2.9% 3,639,015 $224.6M
Neuberger Berman Group LLC 0.09% Add +0.5% 2,175,765 $134.3M
State Street Corp. 0.00% Add +3.6% 1,428,098 $88.1M
Vanguard Capital Management LLC 0.00% Reduce -3.0% 1,065,329 $65.8M
Charles Schwab Investment Management Inc. 0.01% Add +8.2% 940,862 $58.1M
Dimensional Fund Advisors LP 0.01% Add +2.2% 687,078 $42.4M
Fuller & Thaler Asset Management, Inc. 0.11% Add +107.2% 679,655 $41.9M
Geode Capital Management, LLC 0.00% Add +3.9% 661,616 $40.8M
Vanguard Portfolio Management LLC 0.00% Add +4.4% 598,952 $37.0M
Silvercrest Asset Management Group LLC 0.24% Reduce -7.4% 588,817 $36.3M
Neumeier Poma Investment Counsel LLC 2.10% Add +4.0% 497,399 $30.7M
Two Sigma Investments, LP 0.02% Add +17.1% 417,612 $25.8M
American Century Companies Inc. 0.01% Add +207.0% 355,466 $21.9M
Raymond James Financial Inc. 0.01% Add +1.2% 300,208 $18.5M
Boston Trust Walden Corp 0.14% Reduce -3.3% 293,880 $18.1M
Ameriprise Financial Inc. 0.00% Reduce -0.9% 292,152 $18.0M
Northern Trust Corp. 0.00% Reduce -14.8% 271,574 $16.8M
FMR LLC 0.00% Add +9.9% 252,764 $15.6M
Citadel Advisors 0.01% Add +27.5% 242,114 $14.9M
Qube Research & Technologies Ltd 0.02% Add +23.6% 241,188 $14.9M
NFJ Investment Group, LLC 0.49% Reduce -48.6% 232,747 $14.4M
Morgan Stanley 0.00% Add +1.3% 227,207 $14.0M
Bank of America Corp. 0.00% Reduce -32.6% 216,625 $13.4M
Timucuan Asset Management Inc. 0.48% No change 210,411 $13.0M
Bank of New York Mellon Corp 0.00% Add +1.9% 208,318 $12.9M
AQR Capital Management 0.00% Add +244.0% 203,681 $12.6M
Goldman Sachs Group Inc. 0.00% Reduce -10.7% 200,893 $12.4M
Vanguard Fiduciary Trust Co. 0.00% Add +2.4% 172,916 $10.7M
Aptus Capital Advisors, LLC 0.07% Add +0.6% 156,213 $9.6M
Kennedy Capital Management LLC 0.17% Reduce -2.8% 152,293 $9.4M
Monarch Capital Management Inc. 2.08% Reduce -0.8% 146,833 $9.1M
UBS Group AG 0.00% Add +23.6% 126,602 $7.8M
D. E. Shaw & Co. 0.01% Add +16.9% 122,938 $7.6M
Principal Financial Group Inc. 0.00% Reduce -1.4% 121,241 $7.5M
ProShare Advisors LLC 0.01% Add +0.2% 113,127 $7.0M
Millennium Management 0.00% Add +90.9% 111,414 $6.9M
Invesco Ltd. 0.00% Reduce -6.4% 101,334 $6.3M
Point72 Asset Management 0.01% Add +20.4% 99,820 $6.2M
Nuveen, LLC 0.00% Add +0.5% 96,932 $6.0M
Public Sector Pension Investment Board 0.01% Reduce -5.1% 85,608 $5.3M
Arrowstreet Capital, Limited Partnership 0.00% Add +876.0% 82,235 $5.1M
Renaissance Technologies 0.01% Add +24.6% 72,968 $4.5M
Rhumbline Advisers 0.00% Reduce -11.4% 66,749 $4.1M
Squarepoint Ops LLC 0.01% Add +76.4% 64,317 $4.0M
Wells Fargo & Company 0.00% Add +46.3% 58,784 $3.6M
Man Group plc 0.01% Add +126.8% 57,985 $3.6M
Legal & General Group Plc 0.00% Add +1.1% 57,209 $3.5M
ExodusPoint Capital Management, LP 0.03% Add +73.0% 52,885 $3.3M
Swiss National Bank 0.00% Reduce -1.6% 49,650 $3.1M
Tudor Investment Corporation 0.01% Reduce -17.6% 49,386 $3.0M
JPMorgan Chase & Co. 0.00% Reduce -29.7% 47,910 $3.0M
1ST Source Bank 0.13% Reduce -18.4% 47,696 $2.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.9% 47,503 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +22.5% 45,747 $2.8M
Bridge City Capital, LLC 0.59% Add +36.8% 41,741 $2.6M
First Trust Advisors LP 0.00% Add +3.0% 40,161 $2.5M
Y-Intercept (Hong Kong) Ltd 0.04% New 35,842 $2.2M
Rosenthal | Henry Capital Advisors, Inc. 1.86% Reduce -19.6% 34,454 $2.1M
XTX Topco Ltd 0.02% Add +2.2% 30,924 $1.9M
SYM FINANCIAL Corp 0.15% Reduce -52.9% 30,711 $1.9M
California State Teachers Retirement System 0.00% Add +16.8% 28,884 $1.8M
BNP Paribas Financial Markets 0.00% Add +33.0% 28,626 $1.8M
Deutsche Bank AG 0.00% Add +16.6% 27,668 $1.7M
Sei Investments Co. 0.00% Reduce -45.8% 26,828 $1.7M
Citigroup Inc. 0.00% Reduce -36.9% 25,903 $1.6M
Prudential Financial Inc. 0.00% Add +0.8% 25,736 $1.6M
Dark Forest Capital Management LP 0.10% Add +420.4% 25,093 $1.5M
Campbell & CO Investment Adviser LLC 0.08% Add +328.8% 23,900 $1.5M
Ieq Capital, LLC 0.01% Add +544.6% 23,875 $1.5M
Alliancebernstein L.P. 0.00% Reduce -5.7% 25,377 $1.5M
Wesbanco Bank Inc. 0.04% New 23,300 $1.4M
Heartland Advisors Inc. 0.06% Reduce -1.1% 23,248 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -2.1% 22,234 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.0% 21,769 $1.3M
New York State Common Retirement Fund 0.00% Add +20.0% 21,455 $1.3M
WINTON GROUP Ltd 0.04% Add +1.1% 21,407 $1.3M
Envestnet Asset Management Inc. 0.00% Reduce -81.7% 21,012 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +17.9% 20,819 $1.3M
Trexquant Investment LP 0.01% Reduce -15.1% 20,568 $1.3M
Quantinno Capital Management LP 0.00% Add +174.8% 19,703 $1.2M
Cetera Investment Advisers 0.00% Reduce -25.6% 18,442 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -57.1% 18,165 $1.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 17,436 $1.1M
Quadrature Capital Ltd 0.01% New 16,999 $1.0M
Russell Investments Group, Ltd. 0.00% Add +3.6% 16,770 $1.0M
Quantbot Technologies LP 0.04% Reduce -10.3% 15,983 $986K
Uncommon Cents Investing LLC 0.20% No change 15,266 $942K
Cerity Partners LLC 0.00% Add +26.3% 14,493 $895K
Mirabella Financial Services LLP 0.09% Add +168.1% 14,442 $891K
MetLife Investment Management, LLC 0.00% Add +3.1% 14,429 $891K
Rafferty Asset Management, LLC 0.00% Reduce -26.3% 14,078 $869K
Graham Capital Management, L.P. 0.03% Add +14.6% 13,975 $863K
SG Americas Securities, LLC 0.00% Add +18.6% 13,472 $831K
Illinois Municipal Retirement Fund 0.01% Reduce -0.3% 13,330 $823K
Mariner, LLC 0.00% New 12,797 $790K
Jupiter Topco LLC 0.00% — 12,248 $756K
Elo Mutual Pension Insurance Co 0.01% New 11,780 $727K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 11,722 $723K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.9% 11,428 $705K
Inspire Investing, LLC 0.03% Add +23.3% 11,041 $681K

"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.

Show all 255 holders