Lakeland FinancialLKFN
13F holders, Q2 2024 (June 30)216holders −7
19new positions
27sold out
6famous investors
$61.51avg. 13F price*
At the end of Q2 2024, 216 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, down 7 from Q1 2024. 19 opened new positions and 27 sold out. The largest holders were BlackRock Inc. ($226.0M), Vanguard Group Inc. ($113.3M) and Victory Capital Management Inc. ($94.6M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $4.2M |
| Exits | 27 | $10.6M |
All 13F filers, Q1 2024 → Q2 2024: 746,717 shares bought and 746,648 shares sold, net +69 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 216 holders
| BlackRock Inc. | 0.01% | Reduce -2.1% | 3,674,100 | $226.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.4% | 1,840,935 | $113.3M |
| Victory Capital Management Inc. | 0.10% | Reduce -3.6% | 1,538,406 | $94.6M |
| State Street Corp. | 0.00% | Add +3.5% | 1,249,373 | $76.9M |
| Neuberger Berman Group LLC | 0.06% | Reduce -2.3% | 1,098,962 | $67.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.0% | 875,754 | $53.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.13% | Reduce -12.8% | 845,925 | $52.0M |
| Silvercrest Asset Management Group LLC | 0.35% | Add +10.1% | 827,862 | $50.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.4% | 816,549 | $50.2M |
| Copeland Capital Management, LLC | 0.86% | Add +0.6% | 744,616 | $45.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 599,445 | $36.9M |
| Neumeier Poma Investment Counsel LLC | 3.03% | Reduce -2.4% | 538,735 | $33.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 470,817 | $29.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.7% | 357,595 | $22.0M |
| Boston Trust Walden Corp | 0.15% | Reduce -0.1% | 337,721 | $20.8M |
| Fuller & Thaler Asset Management, Inc. | 0.08% | Reduce -0.0% | 291,035 | $17.9M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 244,253 | $15.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.8% | 233,836 | $14.4M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 232,888 | $14.3M |
| Natixis Advisors, LLC | 0.03% | Reduce -0.1% | 218,224 | $13.4M |
| Eagle Asset Management Inc. | 0.06% | Add +48.4% | 193,211 | $11.7M |
| Timucuan Asset Management Inc. | 0.40% | No change | 187,811 | $11.6M |
| NFJ Investment Group, LLC | 0.33% | Reduce -4.3% | 172,891 | $10.6M |
| First Trust Advisors LP | 0.01% | Add +67.3% | 162,344 | $10.0M |
| Monarch Capital Management Inc. | 2.87% | Reduce -1.1% | 158,845 | $9.8M |
| Wells Fargo & Company | 0.00% | Reduce -26.6% | 134,721 | $8.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.7% | 125,807 | $7.7M |
| American Century Companies Inc. | 0.00% | Reduce -3.5% | 121,941 | $7.5M |
| Segall Bryant & Hamill, LLC | 0.13% | Reduce -11.9% | 118,660 | $7.3M |
| Bank of America Corp. | 0.00% | Add +7.8% | 114,281 | $7.0M |
| Kennedy Capital Management LLC | 0.13% | Add +17.9% | 101,919 | $6.3M |
| Raymond James & Associates | 0.00% | Add +132.5% | 98,219 | $6.0M |
| Rhumbline Advisers | 0.01% | Reduce -1.9% | 85,828 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.3% | 80,991 | $5.0M |
| Legal & General Group Plc | 0.00% | Reduce -0.6% | 71,663 | $4.4M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 69,255 | $4.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -12.6% | 68,522 | $4.2M |
| Aptus Capital Advisors, LLC | 0.08% | Add +24.8% | 65,224 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -13.8% | 61,980 | $3.8M |
| LPL Financial LLC | 0.00% | Add +4.7% | 59,885 | $3.7M |
| Citadel Advisors | 0.00% | Add +319.7% | 59,702 | $3.7M |
| FMR LLC | 0.00% | Reduce -2.4% | 58,398 | $3.6M |
| Renaissance Technologies | 0.01% | Add +686.8% | 57,051 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +20.5% | 56,833 | $3.5M |
| Voloridge Investment Management, LLC | 0.01% | Add +144.0% | 56,492 | $3.5M |
| Public Sector Pension Investment Board | 0.02% | Add +7.7% | 56,141 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +144.1% | 52,709 | $3.2M |
| Swiss National Bank | 0.00% | Add +2.0% | 51,150 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +2.8% | 49,736 | $3.1M |
| 1ST Source Bank | 0.18% | Reduce -0.1% | 49,534 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +67.3% | 48,526 | $3.0M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.92% | No change | 44,930 | $2.8M |
| Citigroup Inc. | 0.00% | Add +4.7% | 36,249 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -3.2% | 34,720 | $2.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +27.8% | 31,895 | $2.0M |
| Bridge City Capital, LLC | 0.65% | Add +0.2% | 31,464 | $1.9M |
| SYM FINANCIAL Corp | 0.29% | Add +2.8% | 29,144 | $1.8M |
| Alliancebernstein L.P. | 0.00% | No change | 28,417 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +18.0% | 25,450 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -0.5% | 25,256 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -5.0% | 25,184 | $1.5M |
| Heartland Advisors Inc. | 0.08% | Reduce -1.4% | 23,464 | $1.4M |
| UBS Group AG | 0.00% | Reduce -14.6% | 23,115 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | Add +20.9% | 22,847 | $1.4M |
| Albert D Mason Inc. | 0.94% | Reduce -0.0% | 22,533 | $1.4M |
| Barclays PLC | 0.00% | Reduce -42.1% | 22,109 | $1.4M |
| Squarepoint Ops LLC | 0.01% | New | 21,973 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.0% | 21,171 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -3.6% | 20,513 | $1.3M |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 19,378 | $1.2M |
| Allianz Asset Management GmbH | 0.00% | Add +138.4% | 18,300 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.1% | 17,068 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.0% | 16,599 | $1.0M |
| Uncommon Cents Investing LLC | 0.31% | No change | 16,076 | $989K |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 15,861 | $976K |
| Sippican Capital Advisors | 0.76% | Add +364.0% | 15,601 | $960K |
| KFG Wealth Management, LLC | 0.37% | No change | 15,027 | $924K |
| WINTON GROUP Ltd | 0.06% | Add +10.4% | 15,021 | $924K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.4% | 14,974 | $921K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 14,961 | $920K |
| Corebridge Financial, Inc. | 0.00% | — | 14,459 | $890K |
| MetLife Investment Management, LLC | 0.01% | Add +15.7% | 14,314 | $881K |
| Comerica Bank | 0.00% | Reduce -9.5% | 14,179 | $872K |
| Janus Henderson Group PLC | 0.00% | Reduce -0.9% | 13,948 | $859K |
| Illinois Municipal Retirement Fund | 0.01% | Add +0.4% | 13,906 | $855K |
| Choreo, LLC | 0.01% | Add +17.7% | 13,887 | $841K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -30.1% | 13,842 | $826K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 13,016 | $801K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 12,994 | $799K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.2% | 12,896 | $793K |
| Louisiana State Employees Retirement System | 0.02% | Add +1.6% | 12,800 | $787K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.32% | No change | 11,905 | $732K |
| Tudor Investment Corporation | 0.01% | Reduce -54.6% | 11,857 | $729K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 11,822 | $727K |
| Deutsche Bank AG | 0.00% | Reduce -8.3% | 11,678 | $718K |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 11,687 | $718K |
| Two Sigma Investments, LP | 0.00% | Add +57.7% | 11,510 | $708K |
| Security Financial Services, INC. | 0.15% | No change | 11,472 | $706K |
| Keybank National Association | 0.00% | No change | 11,179 | $688K |
| Cerity Partners LLC | 0.00% | Reduce -25.1% | 10,858 | $668K |
| Corient Private Wealth LP | 0.00% | Reduce -3.7% | 10,654 | $655K |
| Susquehanna International Group, LLP | 0.00% | Add +62.2% | 10,401 | $640K |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.8% | 10,167 | $625K |
| Pathway Financial Advisers, LLC | 0.22% | Add +0.1% | 10,019 | $616K |
| Legato Capital Management LLC | 0.08% | No change | 9,475 | $583K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.8% | 8,892 | $547K |
| Voya Investment Management LLC | 0.00% | Add +1.5% | 8,515 | $524K |
| BNP Paribas Financial Markets | 0.00% | Reduce -31.2% | 8,493 | $522K |
| Millennium Management | 0.00% | Reduce -57.3% | 8,488 | $522K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1382.8% | 8,467 | $521K |
| Smartleaf Asset Management LLC | 0.08% | Add +2.5% | 8,493 | $507K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 8,103 | $499K |
| Amalgamated Bank | 0.00% | Reduce -1.7% | 7,769 | $478K |
| North Star Investment Management Corp. | 0.03% | No change | 7,715 | $475K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.0% | 7,602 | $468K |
| D. E. Shaw & Co. | 0.00% | New | 7,417 | $456K |
| Arizona State Retirement System | 0.00% | Add +4.0% | 7,269 | $447K |
| Snowden Capital Advisors LLC | 0.01% | Add +4.8% | 7,228 | $445K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 6,928 | $426K |
| Avantax Advisory Services, Inc. | 0.00% | New | 6,886 | $424K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -18.3% | 6,652 | $409K |
| Bessemer Group Inc. | 0.00% | Reduce -5.0% | 6,538 | $402K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 6,450 | $397K |
| Avior Wealth Management, LLC | 0.02% | Add +142.3% | 6,397 | $394K |
| Marshall Wace, LLP | 0.00% | New | 6,332 | $390K |
| New York State Teachers Retirement System | 0.00% | Reduce -6.0% | 6,240 | $384K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -10.2% | 6,156 | $379K |
| Pathstone Holdings, LLC | 0.00% | Add +2.2% | 6,052 | $372K |
| Cresset Asset Management, LLC | 0.00% | Add +4.5% | 6,011 | $370K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 5,940 | $365K |
| Occudo Quantitative Strategies LP | 0.06% | Add +1.3% | 5,746 | $353K |
| Inspire Investing, LLC | 0.04% | Add +5.1% | 5,679 | $349K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 5,495 | $338K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.8% | 5,431 | $334K |
| Huntington National Bank | 0.00% | Add +6.4% | 5,373 | $331K |
| Handelsbanken Fonder AB | 0.00% | No change | 5,030 | $309K |
| Gsa Capital Partners LLP | 0.02% | New | 4,964 | $305K |
| Atria Investments, Inc | 0.00% | New | 4,698 | $289K |
| AQR Capital Management | 0.00% | Reduce -5.8% | 4,649 | $286K |
| Bank of Montreal | 0.00% | Reduce -5.4% | 4,493 | $277K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -3.8% | 4,485 | $276K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,219 | $260K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -4.3% | 4,192 | $258K |
| MGB Wealth Management, LLC | 0.10% | No change | 4,027 | $254K |
| Sapient Capital LLC | 0.01% | No change | 3,950 | $243K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.7% | 3,902 | $240K |
| State of Wyoming | 0.04% | Add +15.7% | 3,872 | $238K |
| Olympiad Research LP | 0.17% | Reduce -19.1% | 3,844 | $236K |
| ProShare Advisors LLC | 0.00% | Reduce -23.6% | 3,836 | $236K |
| Amundi | 0.00% | New | 3,818 | $231K |
| Prelude Capital Management, LLC | 0.02% | Reduce -19.1% | 3,690 | $227K |
| Moody National Bank Trust Division | 0.02% | No change | 3,588 | $221K |
| First Merchants Corp. | 0.01% | New | 3,500 | $215K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 3,495 | $215K |
| Virtu Financial LLC | 0.01% | New | 3,479 | $214K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.3% | 3,355 | $206K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,335 | $205K |
| Jump Financial, LLC | 0.00% | Reduce -7.0% | 3,300 | $203K |
| MML Investors Services, LLC | 0.00% | Reduce -0.8% | 3,300 | $203K |
| CKW Financial Group | 0.02% | Add +0.5% | 3,163 | $192K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,469 | $152K |
| Quantbot Technologies LP | 0.01% | Add +10.3% | 1,927 | $119K |
| SG Americas Securities, LLC | 0.00% | Reduce -22.6% | 1,774 | $109K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,706 | $105K |
| Jones Financial Companies LLLP | 0.00% | Add +1107.6% | 1,425 | $88K |
| US Bancorp \de | 0.00% | Add +0.1% | 1,233 | $76K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.1% | 1,231 | $76K |
| KBC Group NV | 0.00% | Add +50.1% | 1,030 | $63K |
| Arax Advisory Partners | 0.00% | Add +26.4% | 796 | $49K |
| Balefire, LLC | 0.02% | No change | 781 | $48K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.6% | 745 | $46K |
| Fifth Third Bancorp | 0.00% | Add +342.5% | 593 | $36K |
| Osaic Holdings, Inc. | 0.00% | Add +304.6% | 530 | $33K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -2.5% | 503 | $31K |
| nVerses Capital, LLC | 0.02% | New | 500 | $31K |
| Blue Trust, Inc. | 0.00% | Add +16.2% | 452 | $30K |
| Venturi Wealth Management, LLC | 0.00% | New | 484 | $30K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 459 | $28K |
| Quadrant Capital Group LLC | 0.00% | Add +279.8% | 433 | $27K |
| GAMMA Investing LLC | 0.00% | Reduce -12.2% | 405 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 392 | $24K |
| TD Private Client Wealth LLC | 0.00% | No change | 382 | $24K |
| Allworth Financial LP | 0.00% | Add +183.7% | 295 | $20K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -1.9% | 308 | $19K |
| Cwm, LLC | 0.00% | Add +93.7% | 277 | $17K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 243 | $15K |
| Clearstead Advisors, LLC | 0.00% | New | 191 | $12K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.8% | 181 | $11K |
| Principal Securities, Inc. | 0.00% | Add +37.2% | 166 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -29.2% | 165 | $10K |
| Opal Wealth Advisors, LLC | 0.00% | New | 137 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 117 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 82 | $5K |
| Hantz Financial Services, Inc. | 0.00% | No change | 82 | $5K |
| Quarry LP | 0.00% | New | 78 | $5K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 66 | $4K |
| LGT Financial Advisors LLC | 0.01% | No change | 52 | $3K |
| Red Tortoise LLC | 0.00% | No change | 50 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 40 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.5% | 38 | $2K |
| Signaturefd, LLC | 0.00% | No change | 27 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 26 | $2K |
| Westside Investment Management, Inc. | 0.00% | New | 26 | $2K |
| UMB Bank, n.a. | 0.00% | Add +100.0% | 24 | $1K |
| Kessler Investment Group, LLC | 0.00% | No change | 18 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 18 | $1K |
| Covestor Ltd | 0.00% | Add +600.0% | 14 | $1K |
| FSC Wealth Advisors, LLC | 0.00% | New | 14 | $861 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $493 |
| AlphaQuest LLC | 0.00% | No change | 8 | $492 |
| Rothschild Investment LLC | 0.00% | No change | 5 | $308 |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 4 | $247 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 3 | $185 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $185 |
| Larson Financial Group LLC | 0.00% | New | 2 | $123 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $61 |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.