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 |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 11,381 | $755K |
| Keybank National Association | 0.00% | Reduce -1.4% | 11,179 | $741K |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 11,062 | $734K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.34% | Reduce -6.8% | 11,905 | $729K |
| Pathway Financial Advisers, LLC | 0.24% | Add +0.1% | 10,013 | $664K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 9,544 | $633K |
| Legato Capital Management LLC | 0.08% | No change | 9,475 | $628K |
| Voya Investment Management LLC | 0.00% | Reduce -17.3% | 8,387 | $556K |
| Maryland State Retirement & Pension System | 0.01% | No change | 9,243 | $546K |
| Smartleaf Asset Management LLC | 0.10% | No change | 8,288 | $542K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 8,103 | $538K |
| Alpha DNA Investment Management LLC | 0.29% | New | 8,040 | $533K |
| Amalgamated Bank | 0.00% | Reduce -15.3% | 7,902 | $524K |
| North Star Investment Management Corp. | 0.04% | No change | 7,715 | $512K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +14.9% | 8,146 | $510K |
| Allianz Asset Management GmbH | 0.00% | New | 7,676 | $509K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +81.4% | 7,601 | $504K |
| Two Sigma Investments, LP | 0.00% | Reduce -48.6% | 7,300 | $484K |
| Renaissance Technologies | 0.00% | New | 7,251 | $481K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 6,989 | $464K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -19.6% | 6,928 | $459K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.1% | 6,896 | $457K |
| Bessemer Group Inc. | 0.00% | Reduce -10.8% | 6,884 | $457K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.1% | 6,856 | $455K |
| New York State Teachers Retirement System | 0.00% | No change | 6,640 | $440K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 6,450 | $428K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.0% | 6,413 | $425K |
| Versor Investments LP | 0.09% | Add +45.5% | 6,400 | $424K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 5,940 | $394K |
| Pathstone Holdings, LLC | 0.00% | Add +38.2% | 5,921 | $393K |
| Cresset Asset Management, LLC | 0.00% | Add +3.7% | 5,750 | $381K |
| Occudo Quantitative Strategies LP | 0.07% | New | 5,674 | $376K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 5,492 | $364K |
| Inspire Investing, LLC | 0.04% | Reduce -8.2% | 5,402 | $358K |
| Huntington National Bank | 0.00% | Add +11.9% | 5,049 | $335K |
| Handelsbanken Fonder AB | 0.00% | No change | 5,030 | $334K |
| ProShare Advisors LLC | 0.00% | Add +7.4% | 5,020 | $333K |
| AQR Capital Management | 0.00% | Reduce -58.6% | 4,934 | $327K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,902 | $325K |
| Bank of Montreal | 0.00% | Reduce -19.4% | 4,748 | $316K |
| Olympiad Research LP | 0.21% | New | 4,751 | $315K |
| Personal Cfo Solutions, LLC | 0.05% | Add +2.9% | 4,663 | $309K |
| Prelude Capital Management, LLC | 0.02% | New | 4,560 | $302K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -1.6% | 4,382 | $291K |
| Point72 Asset Management | 0.00% | Add +600.0% | 4,200 | $279K |
| MGB Wealth Management, LLC | 0.11% | No change | 4,027 | $267K |
| Truist Financial Corp. | 0.00% | Reduce -80.1% | 3,987 | $264K |
| Sapient Capital LLC | 0.01% | No change | 3,950 | $262K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,930 | $261K |
| Moody National Bank Trust Division | 0.02% | No change | 3,588 | $238K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -23.3% | 3,579 | $237K |
| Jump Financial, LLC | 0.01% | New | 3,549 | $235K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 3,406 | $226K |
| Two Sigma Securities, LLC | 0.01% | Reduce -4.9% | 3,406 | $226K |
| State of Wisconsin Investment Board | 0.00% | Reduce -60.5% | 3,405 | $226K |
| Sippican Capital Advisors | 0.17% | New | 3,362 | $223K |
| State of Wyoming | 0.04% | Add +80.9% | 3,348 | $222K |
| Pictet Asset Management Holding SA | 0.00% | New | 3,335 | $221K |
| MML Investors Services, LLC | 0.00% | Add +7.6% | 3,325 | $220K |
| Praxis Investment Management Inc. | 0.01% | No change | 3,090 | $205K |
| CKW Financial Group | 0.03% | Add +0.5% | 3,147 | $203K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.8% | 3,043 | $202K |
| Avior Wealth Management, LLC | 0.01% | Reduce -58.4% | 2,640 | $175K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,469 | $164K |
| SG Americas Securities, LLC | 0.00% | Reduce -21.6% | 2,291 | $152K |
| Quantbot Technologies LP | 0.01% | New | 1,747 | $116K |
| Harbour Investments, Inc. | 0.00% | Reduce -37.6% | 1,704 | $113K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -8.2% | 1,315 | $87K |
| Catalyst Funds Management Pty Ltd | 0.02% | — | 1,300 | $86K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.5% | 1,244 | $83K |
| US Bancorp \de | 0.00% | Reduce -21.8% | 1,232 | $82K |
| SYSTM Wealth Solutions LLC | 0.01% | No change | 990 | $66K |
| Balefire, LLC | 0.02% | No change | 781 | $52K |
| First Horizon Advisors, Inc. | 0.00% | Add +6.3% | 773 | $51K |
| Clean Yield Group | 0.02% | No change | 750 | $50K |
| EntryPoint Capital, LLC | 0.04% | Reduce -29.4% | 745 | $49K |
| KBC Group NV | 0.00% | Reduce -26.8% | 686 | $45K |
| Arax Advisory Partners | 0.00% | Add +0.2% | 630 | $42K |
| Tower View Wealth Management LLC | 0.02% | Add +0.8% | 628 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.1% | 571 | $38K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +1.2% | 516 | $34K |
| GAMMA Investing LLC | 0.01% | Reduce -48.7% | 461 | $31K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 459 | $30K |
| Creative Financial Designs Inc. | 0.00% | No change | 392 | $26K |
| Blue Trust, Inc. | 0.00% | Add +19.7% | 389 | $26K |
| TD Private Client Wealth LLC | 0.00% | No change | 382 | $25K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 314 | $21K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.4% | 243 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | New | 233 | $15K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.4% | 203 | $13K |
| Cwm, LLC | 0.00% | Reduce -42.3% | 143 | $9K |
| Fifth Third Bancorp | 0.00% | No change | 134 | $9K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.9% | 131 | $9K |
| Principal Securities, Inc. | 0.00% | Reduce -17.7% | 121 | $8K |
| Macroview Investment Management LLC | 0.01% | New | 119 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +202.6% | 118 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +91.8% | 117 | $8K |
| Quadrant Capital Group LLC | 0.00% | No change | 114 | $8K |
| Allworth Financial LP | 0.00% | New | 104 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 82 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -22.6% | 82 | $5K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 66 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 58 | $4K |
| LGT Financial Advisors LLC | 0.00% | No change | 52 | $3K |
| Red Tortoise LLC | 0.00% | No change | 50 | $3K |
| Colonial Trust Advisors | 0.00% | New | 42 | $3K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 40 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 40 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 39 | $3K |
| Signaturefd, LLC | 0.00% | No change | 27 | $2K |
| Eagle Bay Advisors LLC | 0.00% | New | 26 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | New | 25 | $2K |
| Kessler Investment Group, LLC | 0.00% | New | 18 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 18 | $1K |
| UMB Bank, n.a. | 0.00% | New | 12 | $796 |
| AlphaQuest LLC | 0.00% | New | 8 | $531 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $531 |
| Abound Wealth Management | 0.00% | No change | 6 | $398 |
| Rothschild Investment LLC | 0.00% | New | 5 | $332 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 3 | $199 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -50.0% | 1 | $67 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $65 |
| Covestor Ltd | 0.00% | Reduce -99.9% | 2 | $0 |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.