Lakeland FinancialLKFN
13F holders, Q3 2024 (September 30)234holders +18
33new positions
15sold out
7famous investors
$65.20avg. 13F price*
At the end of Q3 2024, 234 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, up 18 from Q2 2024. 33 opened new positions and 15 sold out. The largest holders were BlackRock, Inc. ($241.3M), Vanguard Group Inc. ($119.8M) and Victory Capital Management Inc. ($96.7M). 7 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $9.0M |
| Exits | 15 | $23.1M |
All 13F filers, Q2 2024 → Q3 2024: 1,009,997 shares bought and 888,967 shares sold, net +121,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 234 holders
| BlackRock, Inc. | 0.01% | — | 3,705,277 | $241.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.0% | 1,840,355 | $119.8M |
| Victory Capital Management Inc. | 0.09% | Reduce -3.5% | 1,485,104 | $96.7M |
| State Street Corp. | 0.00% | Add +2.2% | 1,276,929 | $83.2M |
| Neuberger Berman Group LLC | 0.06% | Reduce -0.4% | 1,094,321 | $71.3M |
| Silvercrest Asset Management Group LLC | 0.40% | Add +9.3% | 904,941 | $58.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.1% | 902,968 | $58.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Reduce -2.3% | 826,445 | $53.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.9% | 801,218 | $52.2M |
| Copeland Capital Management, LLC | 0.84% | Add +0.2% | 745,939 | $48.6M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 605,007 | $39.4M |
| Neumeier Poma Investment Counsel LLC | 3.03% | Reduce -9.3% | 488,502 | $31.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.3% | 469,262 | $30.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.4% | 348,891 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +266.7% | 296,966 | $19.3M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Reduce -0.1% | 290,725 | $18.9M |
| Morgan Stanley | 0.00% | Add +14.6% | 279,880 | $18.2M |
| Eagle Asset Management Inc. | 0.09% | Add +29.5% | 250,139 | $18.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.9% | 207,377 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.5% | 199,848 | $13.0M |
| First Trust Advisors LP | 0.01% | Add +22.9% | 199,477 | $13.0M |
| Timucuan Asset Management Inc. | 0.37% | Add +0.3% | 188,461 | $12.3M |
| NFJ Investment Group, LLC | 0.31% | Reduce -6.5% | 161,651 | $10.5M |
| Monarch Capital Management Inc. | 2.77% | Reduce -0.7% | 157,725 | $10.3M |
| Natixis Advisors, LLC | 0.02% | Reduce -36.4% | 138,781 | $9.0M |
| Bank of America Corp. | 0.00% | Add +15.5% | 131,954 | $8.6M |
| American Century Companies Inc. | 0.00% | Add +3.6% | 126,306 | $8.2M |
| Wells Fargo & Company | 0.00% | Reduce -9.3% | 122,233 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.4% | 120,276 | $7.8M |
| Segall Bryant & Hamill, LLC | 0.10% | Reduce -6.8% | 110,528 | $7.2M |
| Kennedy Capital Management LLC | 0.14% | Reduce -6.4% | 95,441 | $6.2M |
| Millennium Management | 0.01% | Add +996.8% | 93,095 | $6.1M |
| Invesco Ltd. | 0.00% | Add +22.6% | 84,916 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -14.1% | 84,347 | $5.5M |
| Rhumbline Advisers | 0.00% | Reduce -3.0% | 83,299 | $5.4M |
| FMR LLC | 0.00% | Add +41.1% | 82,428 | $5.4M |
| Aptus Capital Advisors, LLC | 0.07% | Add +15.6% | 75,418 | $4.9M |
| Legal & General Group Plc | 0.00% | Reduce -1.3% | 70,767 | $4.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Add +480.4% | 68,620 | $4.5M |
| Nuveen Asset Management, LLC | 0.00% | No change | 68,522 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +7.0% | 66,295 | $4.3M |
| LPL Financial LLC | 0.00% | Add +3.2% | 61,781 | $4.0M |
| Voloridge Investment Management, LLC | 0.01% | Add +7.8% | 60,894 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 57,933 | $3.8M |
| Citadel Advisors | 0.00% | Reduce -7.2% | 55,405 | $3.6M |
| Public Sector Pension Investment Board | 0.02% | Reduce -3.6% | 54,141 | $3.5M |
| Barclays PLC | 0.00% | Add +130.5% | 50,960 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 50,021 | $3.3M |
| Swiss National Bank | 0.00% | Reduce -2.5% | 49,850 | $3.2M |
| 1ST Source Bank | 0.18% | Reduce -1.6% | 48,744 | $3.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.00% | Add +2.3% | 45,955 | $3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -13.3% | 45,724 | $3.0M |
| Citigroup Inc. | 0.00% | Add +19.7% | 43,379 | $2.8M |
| Tudor Investment Corporation | 0.03% | Add +246.4% | 41,076 | $2.7M |
| Bridge City Capital, LLC | 0.66% | Add +16.7% | 36,706 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -30.6% | 33,652 | $2.2M |
| HRT Financial LP | 0.01% | New | 31,349 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -17.3% | 28,712 | $1.9M |
| Sei Investments Co. | 0.00% | Add +9.2% | 27,494 | $1.8M |
| SYM FINANCIAL Corp | 0.24% | Reduce -6.3% | 27,322 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.3% | 26,917 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +528.9% | 26,534 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 25,450 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -4.6% | 24,085 | $1.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -24.7% | 24,021 | $1.6M |
| Heartland Advisors Inc. | 0.08% | Reduce -2.9% | 22,786 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Add +2.3% | 22,485 | $1.5M |
| Albert D Mason Inc. | 0.94% | Reduce -0.3% | 22,461 | $1.5M |
| UBS Group AG | 0.00% | Reduce -7.3% | 21,416 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.4% | 20,030 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -5.3% | 19,421 | $1.3M |
| Sippican Capital Advisors | 0.86% | Add +21.3% | 18,931 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -7.7% | 17,878 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.3% | 17,289 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +9.9% | 16,444 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Add +8.6% | 16,315 | $1.1M |
| Uncommon Cents Investing LLC | 0.29% | Reduce -0.6% | 15,976 | $1.0M |
| Gsa Capital Partners LLP | 0.08% | Add +215.3% | 15,649 | $1.0M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 15,419 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +12.3% | 15,551 | $998K |
| Cerity Partners LLC | 0.00% | Add +40.3% | 15,229 | $992K |
| Two Sigma Investments, LP | 0.00% | Add +32.1% | 15,202 | $990K |
| Deutsche Bank AG | 0.00% | Add +28.8% | 15,039 | $979K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.8% | 14,556 | $947K |
| MetLife Investment Management, LLC | 0.01% | No change | 14,314 | $932K |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.1% | 14,306 | $932K |
| Illinois Municipal Retirement Fund | 0.01% | Add +1.9% | 14,176 | $923K |
| KFG Wealth Management, LLC | 0.20% | Reduce -6.5% | 14,046 | $915K |
| Janus Henderson Group PLC | 0.00% | No change | 13,948 | $909K |
| Comerica Bank | 0.00% | Reduce -1.8% | 13,929 | $907K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.7% | 13,624 | $887K |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 13,304 | $866K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 12,994 | $846K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.7% | 12,674 | $825K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +62.3% | 12,338 | $803K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.9% | 12,300 | $801K |
| BNP Paribas Financial Markets | 0.00% | Add +40.2% | 11,910 | $776K |
| Renaissance Technologies | 0.00% | Reduce -79.4% | 11,751 | $765K |
| Choreo, LLC | 0.01% | Reduce -14.6% | 11,867 | $752K |
| Security Financial Services, INC. | 0.15% | No change | 11,472 | $747K |
| Keybank National Association | 0.00% | Add +0.2% | 11,203 | $730K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.29% | Reduce -7.1% | 11,061 | $720K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.3% | 10,840 | $698K |
| DAVENPORT & Co LLC | 0.00% | Reduce -35.8% | 10,653 | $694K |
| Corient Private Wealth LP | 0.00% | Reduce -1.0% | 10,544 | $687K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -55.0% | 10,273 | $669K |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.7% | 10,118 | $659K |
| Pathway Financial Advisers, LLC | 0.30% | Add +0.0% | 10,023 | $653K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.8% | 9,885 | $644K |
| Legato Capital Management LLC | 0.08% | No change | 9,475 | $617K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 9,458 | $616K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.1% | 8,613 | $561K |
| SG Americas Securities, LLC | 0.00% | Add +382.0% | 8,551 | $557K |
| Marshall Wace, LLP | 0.00% | Add +34.6% | 8,526 | $555K |
| Smartleaf Asset Management LLC | 0.07% | Add +0.6% | 8,543 | $548K |
| Allianz Asset Management GmbH | 0.00% | Reduce -54.1% | 8,400 | $547K |
| Voya Investment Management LLC | 0.00% | Reduce -2.5% | 8,302 | $541K |
| D. E. Shaw & Co. | 0.00% | Add +10.9% | 8,223 | $535K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 8,103 | $528K |
| Snowden Capital Advisors LLC | 0.02% | Add +8.1% | 7,814 | $509K |
| Amalgamated Bank | 0.00% | Reduce -2.9% | 7,546 | $491K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.2% | 7,382 | $481K |
| Arizona State Retirement System | 0.00% | Add +1.0% | 7,344 | $478K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,652 | $433K |
| Bessemer Group Inc. | 0.00% | No change | 6,538 | $426K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -5.8% | 6,528 | $425K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 6,450 | $420K |
| Avior Wealth Management, LLC | 0.02% | No change | 6,397 | $417K |
| Inspire Investing, LLC | 0.04% | Add +11.3% | 6,321 | $412K |
| Cresset Asset Management, LLC | 0.00% | Add +2.4% | 6,152 | $401K |
| New York State Teachers Retirement System | 0.00% | Reduce -1.6% | 6,140 | $400K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.9% | 6,038 | $393K |
| Handelsbanken Fonder AB | 0.00% | Add +19.9% | 6,030 | $393K |
| CX Institutional | 0.02% | New | 6,000 | $391K |
| Jump Financial, LLC | 0.01% | Add +80.3% | 5,949 | $387K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.8% | 5,452 | $355K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,431 | $354K |
| Fourpath Capital Management, LLC | 0.06% | New | 5,402 | $352K |
| Alps Advisors Inc. | 0.00% | New | 5,400 | $352K |
| ExodusPoint Capital Management, LP | 0.00% | New | 5,315 | $346K |
| ProShare Advisors LLC | 0.00% | Add +35.7% | 5,204 | $339K |
| Huntington National Bank | 0.00% | Reduce -5.6% | 5,072 | $330K |
| AQR Capital Management | 0.00% | Add +7.7% | 5,007 | $326K |
| Captrust Financial Advisors | 0.00% | Reduce -68.8% | 4,955 | $323K |
| Intech Investment Management LLC | 0.00% | New | 4,921 | $320K |
| Quantbot Technologies LP | 0.01% | Add +150.4% | 4,825 | $314K |
| Verition Fund Management LLC | 0.00% | New | 4,704 | $306K |
| Bank of Montreal | 0.00% | Add +3.5% | 4,648 | $298K |
| Personal Cfo Solutions, LLC | 0.04% | Add +1.8% | 4,564 | $297K |
| Sherbrooke Park Advisers LLC | 0.07% | New | 4,488 | $292K |
| Occudo Quantitative Strategies LP | 0.05% | Reduce -22.2% | 4,472 | $291K |
| State of Wyoming | 0.04% | Add +8.7% | 4,210 | $274K |
| Amundi | 0.00% | Add +14.0% | 4,354 | $272K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -50.7% | 4,171 | $272K |
| Moody National Bank Trust Division | 0.03% | Add +15.0% | 4,126 | $269K |
| MGB Wealth Management, LLC | 0.10% | No change | 4,027 | $262K |
| Sapient Capital LLC | 0.01% | No change | 3,950 | $257K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,902 | $254K |
| Dark Forest Capital Management LP | 0.03% | New | 3,871 | $252K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -8.5% | 3,837 | $250K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,079 | $232K |
| First Merchants Corp. | 0.01% | No change | 3,500 | $228K |
| Atria Investments, Inc | 0.00% | Reduce -25.9% | 3,480 | $227K |
| Aigen Investment Management, LP | 0.04% | New | 3,407 | $222K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,335 | $217K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.1% | 3,316 | $216K |
| Trexquant Investment LP | 0.00% | New | 3,291 | $214K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,165 | $206K |
| HSBC Holdings PLC | 0.00% | New | 3,134 | $206K |
| Praxis Investment Management Inc. | 0.01% | New | 3,090 | $201K |
| Point72 Asset Management | 0.00% | New | 3,054 | $199K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.2% | 3,047 | $198K |
| AlphaQuest LLC | 0.02% | Add +33337.5% | 2,675 | $174K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,469 | $161K |
| US Bancorp \de | 0.00% | Add +72.2% | 2,123 | $138K |
| Jones Financial Companies LLLP | 0.00% | Add +21.8% | 1,736 | $111K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,708 | $111K |
| Aquatic Capital Management LLC | 0.00% | New | 1,605 | $105K |
| Acadian Asset Management LLC | 0.00% | New | 1,290 | $84K |
| Point72 (DIFC) Ltd | 0.01% | New | 1,133 | $74K |
| KBC Group NV | 0.00% | No change | 1,030 | $67K |
| First Horizon Advisors, Inc. | 0.00% | Add +10.3% | 822 | $54K |
| nVerses Capital, LLC | 0.02% | Add +60.0% | 800 | $52K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 800 | $52K |
| Arax Advisory Partners | 0.00% | Reduce -0.4% | 793 | $52K |
| GAMMA Investing LLC | 0.00% | Add +58.0% | 640 | $42K |
| Fifth Third Bancorp | 0.00% | Add +1.7% | 603 | $39K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.9% | 520 | $34K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.4% | 505 | $33K |
| Blue Trust, Inc. | 0.00% | Add +11.3% | 503 | $31K |
| Quadrant Capital Group LLC | 0.00% | No change | 433 | $28K |
| Indiana Trust & Investment Management Co | 0.01% | Reduce -12.8% | 400 | $26K |
| Creative Financial Designs Inc. | 0.00% | No change | 392 | $26K |
| TD Private Client Wealth LLC | 0.00% | No change | 382 | $25K |
| Cwm, LLC | 0.00% | Add +25.3% | 347 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +7.5% | 331 | $22K |
| Allworth Financial LP | 0.00% | No change | 295 | $19K |
| Ascentis Independent Advisors | 0.00% | New | 252 | $16K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.1% | 238 | $15K |
| Global Retirement Partners, LLC | 0.00% | Add +7.2% | 194 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 191 | $12K |
| Principal Securities, Inc. | 0.00% | Add +10.8% | 184 | $12K |
| Hemington Wealth Management | 0.00% | New | 145 | $9K |
| Parkside Financial Bank & Trust | 0.00% | No change | 117 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 93 | $6K |
| Sterling Capital Management LLC | 0.00% | — | 81 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 80 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -4.9% | 78 | $5K |
| Hantz Financial Services, Inc. | 0.00% | No change | 82 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 71 | $5K |
| Ashton Thomas Securities, LLC | 0.00% | New | 60 | $4K |
| Quarry LP | 0.00% | Reduce -28.2% | 56 | $4K |
| UMB Bank, n.a. | 0.00% | Add +120.8% | 53 | $3K |
| LGT Financial Advisors LLC | 0.01% | No change | 52 | $3K |
| Red Tortoise LLC | 0.00% | No change | 50 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -97.5% | 31 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -94.2% | 28 | $2K |
| Signaturefd, LLC | 0.00% | No change | 27 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 26 | $2K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 20 | $1K |
| Kessler Investment Group, LLC | 0.00% | No change | 18 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 18 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 17 | $1K |
| Anchor Investment Management, LLC | 0.00% | New | 16 | $1K |
| Covestor Ltd | 0.00% | Reduce -42.9% | 8 | $1K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 14 | $912 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $521 |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 3 | $196 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $196 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $195 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $130 |
| Farther Finance Advisors, LLC | 0.00% | Add +100.0% | 2 | $129 |
| Mendota Financial Group, LLC | 0.00% | New | 1 | $66 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 1 | $65 |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.