Lakeland FinancialLKFN
13F holders, Q1 2024 (March 31)223holders
6famous investors
$66.30avg. 13F price*
At the end of Q1 2024, 223 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings. The largest holders were BlackRock Inc. ($248.8M), Vanguard Group Inc. ($122.6M) and Victory Capital Management Inc. ($105.9M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium 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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $8.6M |
| Exits | 12 | $4.9M |
Ownership 223 holders
| BlackRock Inc. | 0.01% | Add +1.3% | 3,751,315 | $248.8M |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 1,848,101 | $122.6M |
| Victory Capital Management Inc. | 0.11% | Reduce -1.9% | 1,596,138 | $105.9M |
| State Street Corp. | 0.00% | Reduce -1.0% | 1,207,517 | $80.1M |
| Neuberger Berman Group LLC | 0.06% | Reduce -4.2% | 1,124,339 | $74.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.15% | Add +1.0% | 970,193 | $64.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +226.1% | 858,915 | $57.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.1% | 805,431 | $53.4M |
| Silvercrest Asset Management Group LLC | 0.34% | Reduce -14.2% | 751,888 | $49.9M |
| Copeland Capital Management, LLC | 0.89% | Add +1.6% | 740,353 | $49.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 577,030 | $38.3M |
| Neumeier Poma Investment Counsel LLC | 3.36% | Add +0.8% | 551,980 | $36.6M |
| Northern Trust Corp. | 0.01% | Reduce -5.9% | 472,977 | $31.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.5% | 367,350 | $24.4M |
| Boston Trust Walden Corp | 0.16% | Reduce -0.5% | 337,914 | $22.4M |
| Fuller & Thaler Asset Management, Inc. | 0.08% | Reduce -16.2% | 291,122 | $19.3M |
| Morgan Stanley | 0.00% | Add +13.0% | 251,450 | $16.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.1% | 232,204 | $15.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.1% | 220,990 | $14.7M |
| Natixis Advisors, LLC | 0.03% | Reduce -0.3% | 218,327 | $14.5M |
| Timucuan Asset Management Inc. | 0.42% | Add +0.3% | 187,811 | $12.5M |
| Wells Fargo & Company | 0.00% | Add +7.6% | 183,517 | $12.2M |
| NFJ Investment Group, LLC | 0.33% | Reduce -11.8% | 180,640 | $12.0M |
| Monarch Capital Management Inc. | 3.01% | Reduce -1.8% | 160,620 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.1% | 156,781 | $10.4M |
| Segall Bryant & Hamill, LLC | 0.17% | Reduce -2.1% | 134,714 | $8.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.4% | 131,977 | $8.8M |
| Eagle Asset Management Inc. | 0.04% | Reduce -10.5% | 130,233 | $8.4M |
| American Century Companies Inc. | 0.01% | Add +10.5% | 126,431 | $8.4M |
| Bank of America Corp. | 0.00% | Reduce -10.5% | 105,966 | $7.0M |
| First Trust Advisors LP | 0.01% | Reduce -15.7% | 97,010 | $6.4M |
| Rhumbline Advisers | 0.01% | Reduce -4.8% | 87,486 | $5.8M |
| Kennedy Capital Management LLC | 0.12% | Reduce -7.8% | 86,483 | $5.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -21.8% | 78,434 | $5.2M |
| Legal & General Group Plc | 0.00% | Add +0.6% | 72,109 | $4.8M |
| Stifel Financial Corp. | 0.01% | Add +7.3% | 71,918 | $4.8M |
| Invesco Ltd. | 0.00% | Add +2.8% | 69,665 | $4.6M |
| FMR LLC | 0.00% | Reduce -12.7% | 59,833 | $4.0M |
| LPL Financial LLC | 0.00% | Add +5.8% | 57,187 | $3.8M |
| Aptus Capital Advisors, LLC | 0.07% | Add +11.8% | 52,249 | $3.5M |
| Public Sector Pension Investment Board | 0.03% | Reduce -1.2% | 52,130 | $3.5M |
| Swiss National Bank | 0.00% | No change | 50,150 | $3.3M |
| 1ST Source Bank | 0.19% | Reduce -1.3% | 49,604 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 48,376 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 47,172 | $3.1M |
| Rosenthal | Henry Capital Advisors, Inc. | 4.00% | Reduce -25.0% | 44,930 | $3.0M |
| Raymond James & Associates | 0.00% | Add +5.2% | 42,244 | $2.8M |
| Credit Suisse AG/ | 0.00% | Add +5.9% | 41,329 | $2.7M |
| Barclays PLC | 0.00% | Reduce -30.3% | 38,170 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +2.4% | 35,865 | $2.4M |
| Citigroup Inc. | 0.00% | Add +7.8% | 34,609 | $2.3M |
| Bridge City Capital, LLC | 0.76% | Add +0.8% | 31,402 | $2.1M |
| HSBC Holdings PLC | 0.00% | Reduce -32.5% | 31,063 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +86.6% | 29,002 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.5% | 28,417 | $1.9M |
| SYM FINANCIAL Corp | 0.31% | Reduce -12.9% | 28,347 | $1.9M |
| UBS Group AG | 0.00% | Reduce -11.3% | 27,058 | $1.8M |
| Sei Investments Co. | 0.00% | Reduce -1.0% | 26,508 | $1.8M |
| Tudor Investment Corporation | 0.02% | Add +179.8% | 26,094 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -5.1% | 25,374 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -10.2% | 24,961 | $1.7M |
| Heartland Advisors Inc. | 0.08% | Add +0.4% | 23,801 | $1.6M |
| Voloridge Investment Management, LLC | 0.01% | Add +105.8% | 23,149 | $1.5M |
| Albert D Mason Inc. | 0.93% | Add +0.6% | 22,536 | $1.5M |
| Texas Permanent School Fund Corp. | 0.01% | Add +1.3% | 22,257 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.6% | 22,062 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 21,592 | $1.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.6% | 21,562 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +43.4% | 21,280 | $1.4M |
| Millennium Management | 0.00% | Reduce -12.0% | 19,893 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +72.2% | 19,810 | $1.3M |
| New York State Common Retirement Fund | 0.00% | Add +1.1% | 19,376 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Add +2.1% | 18,906 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.3% | 17,044 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +30.4% | 16,604 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +154.4% | 16,132 | $1.1M |
| Uncommon Cents Investing LLC | 0.33% | No change | 16,076 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | New | 15,672 | $1.0M |
| Comerica Bank | 0.00% | Reduce -7.2% | 15,669 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.0% | 15,493 | $1.0M |
| Cubist Systematic Strategies, LLC | 0.01% | New | 15,177 | $1.0M |
| KFG Wealth Management, LLC | 0.41% | Reduce -14.3% | 15,027 | $997K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -27.8% | 14,944 | $991K |
| Cerity Partners LLC | 0.00% | New | 14,506 | $962K |
| Citadel Advisors | 0.00% | Add +65.1% | 14,224 | $943K |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 14,075 | $932K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.8% | 13,855 | $919K |
| WINTON GROUP Ltd | 0.06% | Add +88.1% | 13,605 | $902K |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 13,424 | $890K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 12,994 | $862K |
| Deutsche Bank AG | 0.00% | Add +4.2% | 12,739 | $845K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.8% | 12,600 | $836K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.4% | 12,499 | $829K |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.0% | 12,371 | $820K |
| BNP Paribas Financial Markets | 0.00% | Add +82.3% | 12,344 | $819K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 11,822 | $784K |
| Choreo, LLC | 0.02% | New | 11,800 | $783K |
| Security Financial Services, INC. | 0.17% | No change | 11,472 | $761K |
| HighTower Advisors, LLC | 0.00% | Add +20.6% | 11,616 | $758K |
| Yousif Capital Management, LLC | 0.01% | Reduce -9.3% | 11,398 | $756K |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.