Lakeland FinancialLKFN
13F holders, Q4 2024 (December 31)231holders −3
18new positions
27sold out
5famous investors
$68.76avg. 13F price*
At the end of Q4 2024, 231 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, down 3 from Q3 2024. 18 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($257.2M), Vanguard Group Inc. ($133.4M) and State Street Corp. ($95.6M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Lakeland Financial Corp.
- CUSIP
- 511656100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $11.6M |
| Exits | 27 | $11.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,219,890 shares bought and 929,789 shares sold, net +290,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| BlackRock, Inc. | 0.01% | Add +0.9% | 3,739,933 | $257.2M |
| Vanguard Group Inc. | 0.00% | Add +5.4% | 1,940,356 | $133.4M |
| State Street Corp. | 0.00% | Add +8.9% | 1,390,049 | $95.6M |
| Victory Capital Management Inc. | 0.09% | Reduce -9.4% | 1,346,109 | $92.6M |
| Neuberger Berman Group LLC | 0.07% | Add +15.2% | 1,260,594 | $86.7M |
| Silvercrest Asset Management Group LLC | 0.44% | Add +5.7% | 956,565 | $65.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.8% | 946,280 | $65.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.8% | 807,525 | $55.5M |
| Copeland Capital Management, LLC | 0.98% | Add +2.5% | 764,186 | $52.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 602,488 | $41.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.09% | Reduce -34.9% | 538,131 | $37.0M |
| Neumeier Poma Investment Counsel LLC | 3.17% | Reduce -2.5% | 476,113 | $32.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 466,269 | $32.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +33.0% | 394,816 | $27.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.4% | 344,088 | $23.7M |
| Raymond James Financial Inc. | 0.01% | — | 336,109 | $23.1M |
| First Trust Advisors LP | 0.02% | Add +54.0% | 307,242 | $21.1M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Reduce -2.7% | 282,926 | $19.5M |
| Morgan Stanley | 0.00% | Reduce -8.4% | 256,441 | $17.6M |
| Bank of New York Mellon Corp | 0.00% | Add +1.5% | 210,433 | $14.5M |
| Timucuan Asset Management Inc. | 0.40% | No change | 188,461 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.8% | 178,368 | $12.3M |
| Monarch Capital Management Inc. | 2.92% | Reduce -1.7% | 155,088 | $10.7M |
| Assenagon Asset Management S.A. | 0.02% | New | 153,574 | $10.6M |
| NFJ Investment Group, LLC | 0.34% | Reduce -5.9% | 152,166 | $10.5M |
| JPMorgan Chase & Co. | 0.00% | Add +132.2% | 134,495 | $9.2M |
| FMR LLC | 0.00% | Add +59.3% | 131,337 | $9.0M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 130,162 | $8.9M |
| American Century Companies Inc. | 0.01% | Add +0.5% | 126,892 | $8.7M |
| Principal Financial Group Inc. | 0.00% | Add +2.8% | 123,692 | $8.5M |
| Segall Bryant & Hamill, LLC | 0.10% | Reduce -0.7% | 109,757 | $7.5M |
| Aptus Capital Advisors, LLC | 0.09% | Add +42.2% | 107,263 | $7.4M |
| Wells Fargo & Company | 0.00% | Reduce -19.5% | 98,365 | $6.8M |
| Kennedy Capital Management LLC | 0.14% | Reduce -0.7% | 94,763 | $6.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -33.2% | 92,669 | $6.4M |
| Invesco Ltd. | 0.00% | Add +3.9% | 88,184 | $6.1M |
| Rhumbline Advisers | 0.01% | Reduce -0.0% | 83,280 | $5.7M |
| Nuveen Asset Management, LLC | 0.00% | Add +20.2% | 82,360 | $5.7M |
| Legal & General Group Plc | 0.00% | Reduce -0.0% | 70,760 | $4.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Add +0.4% | 68,875 | $4.7M |
| LPL Financial LLC | 0.00% | Add +6.5% | 65,825 | $4.5M |
| Public Sector Pension Investment Board | 0.02% | Add +17.4% | 63,551 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -5.9% | 62,377 | $4.3M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -4.3% | 58,301 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +7.6% | 53,807 | $3.7M |
| Barclays PLC | 0.00% | Add +2.0% | 51,980 | $3.6M |
| Swiss National Bank | 0.00% | Add +0.6% | 50,150 | $3.4M |
| 1ST Source Bank | 0.19% | No change | 48,744 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -12.1% | 48,684 | $3.3M |
| Citigroup Inc. | 0.00% | Add +8.9% | 47,225 | $3.2M |
| Millennium Management | 0.00% | Reduce -50.0% | 46,585 | $3.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.93% | No change | 45,955 | $3.2M |
| UBS Group AG | 0.00% | Add +84.5% | 39,504 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.9% | 38,909 | $2.7M |
| Bridge City Capital, LLC | 0.68% | Add +0.9% | 37,035 | $2.5M |
| Sei Investments Co. | 0.00% | Add +19.5% | 32,843 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -10.1% | 25,805 | $1.9M |
| Tudor Investment Corporation | 0.02% | Reduce -33.4% | 27,345 | $1.9M |
| SYM FINANCIAL Corp | 0.24% | Reduce -1.1% | 27,027 | $1.9M |
| Alliancebernstein L.P. | 0.00% | No change | 26,917 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.2% | 23,878 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 23,792 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +51.9% | 22,846 | $1.6M |
| Albert D Mason Inc. | 1.04% | Add +0.8% | 22,638 | $1.6M |
| Heartland Advisors Inc. | 0.08% | Reduce -2.0% | 22,319 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -10.8% | 21,434 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 19,715 | $1.4M |
| Sippican Capital Advisors | 0.97% | Add +2.4% | 19,376 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 19,001 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.5% | 18,939 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +18.7% | 18,461 | $1.3M |
| New York State Common Retirement Fund | 0.00% | No change | 17,878 | $1.2M |
| AQR Capital Management | 0.00% | Add +240.0% | 17,023 | $1.2M |
| WINTON GROUP Ltd | 0.08% | Add +1.8% | 16,615 | $1.1M |
| Uncommon Cents Investing LLC | 0.33% | Reduce -0.2% | 15,951 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 15,141 | $1.0M |
| Dark Forest Capital Management LP | 0.15% | Add +279.1% | 14,675 | $1.0M |
| Squarepoint Ops LLC | 0.00% | Reduce -35.0% | 14,627 | $1.0M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -5.8% | 14,517 | $998K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.6% | 14,470 | $994K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 14,152 | $973K |
| Cerity Partners LLC | 0.00% | Reduce -5.7% | 14,360 | $935K |
| Susquehanna International Group, LLP | 0.00% | Add +34.2% | 13,578 | $934K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -4.9% | 13,483 | $927K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.2% | 13,270 | $912K |
| Comerica Bank | 0.00% | Reduce -5.5% | 13,160 | $905K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 12,994 | $893K |
| Amundi | 0.00% | Add +197.0% | 12,932 | $880K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.1% | 12,645 | $870K |
| KFG Wealth Management, LLC | 0.16% | Reduce -10.7% | 12,546 | $863K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.9% | 12,306 | $846K |
| Louisiana State Employees Retirement System | 0.02% | No change | 12,300 | $846K |
| Janus Henderson Group PLC | 0.00% | Reduce -12.2% | 12,248 | $842K |
| Balyasny Asset Management L.P. | 0.00% | Add +15.3% | 11,850 | $815K |
| Security Financial Services, INC. | 0.16% | No change | 11,472 | $789K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.28% | Reduce -0.6% | 10,998 | $756K |
| Keybank National Association | 0.00% | Reduce -3.8% | 10,776 | $741K |
| Pathway Financial Advisers, LLC | 0.23% | Add +0.1% | 10,028 | $690K |
| Intech Investment Management LLC | 0.01% | Add +97.6% | 9,723 | $669K |
| Smartleaf Asset Management LLC | 0.07% | Add +12.7% | 9,628 | $664K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.4% | 9,645 | $663K |
| Legato Capital Management LLC | 0.09% | No change | 9,475 | $652K |
| HighTower Advisors, LLC | 0.00% | Reduce -15.6% | 9,154 | $629K |
| BNP Paribas Financial Markets | 0.00% | Reduce -26.0% | 8,815 | $606K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,613 | $592K |
| Snowden Capital Advisors LLC | 0.02% | Add +10.2% | 8,610 | $592K |
| Allianz Asset Management GmbH | 0.00% | No change | 8,400 | $578K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 8,103 | $557K |
| Choreo, LLC | 0.01% | Reduce -32.3% | 8,029 | $552K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -70.1% | 7,945 | $546K |
| Voya Investment Management LLC | 0.00% | Reduce -7.1% | 7,711 | $530K |
| AlphaQuest LLC | 0.07% | Add +187.6% | 7,692 | $529K |
| Corient Private Wealth LP | 0.00% | Reduce -27.9% | 7,599 | $523K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -20.4% | 7,524 | $517K |
| ProShare Advisors LLC | 0.00% | Add +44.3% | 7,509 | $516K |
| Verition Fund Management LLC | 0.00% | Add +59.3% | 7,495 | $515K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 7,478 | $514K |
| Arizona State Retirement System | 0.00% | Add +0.8% | 7,402 | $509K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.1% | 7,304 | $502K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +127.5% | 7,200 | $495K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +28.5% | 6,977 | $480K |
| Two Sigma Investments, LP | 0.00% | Reduce -55.0% | 6,839 | $470K |
| DAVENPORT & Co LLC | 0.00% | Reduce -36.0% | 6,822 | $469K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,652 | $457K |
| Bessemer Group Inc. | 0.00% | No change | 6,538 | $449K |
| Aquatic Capital Management LLC | 0.01% | Add +301.4% | 6,442 | $443K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.2% | 6,254 | $430K |
| New York State Teachers Retirement System | 0.00% | No change | 6,140 | $422K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 6,038 | $415K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,030 | $415K |
| CX Institutional | 0.02% | No change | 6,000 | $413K |
| Inspire Investing, LLC | 0.04% | Reduce -7.6% | 5,841 | $402K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -10.1% | 5,800 | $395K |
| Captrust Financial Advisors | 0.00% | Add +15.5% | 5,724 | $394K |
| KLP Kapitalforvaltning As | 0.00% | — | 5,500 | $378K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 5,445 | $374K |
| Alps Advisors Inc. | 0.00% | No change | 5,400 | $371K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 5,292 | $364K |
| Bank of Montreal | 0.00% | Add +6.6% | 4,954 | $341K |
| Point72 Asset Management | 0.00% | Add +53.5% | 4,689 | $322K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -4.8% | 4,345 | $299K |
| State of Wyoming | 0.04% | Add +1.5% | 4,274 | $294K |
| Moody National Bank Trust Division | 0.03% | No change | 4,126 | $284K |
| Graham Capital Management, L.P. | 0.01% | New | 4,030 | $277K |
| MGB Wealth Management, LLC | 0.09% | No change | 4,027 | $277K |
| Sapient Capital LLC | 0.01% | No change | 3,950 | $272K |
| Avior Wealth Management, LLC | 0.01% | Reduce -39.0% | 3,900 | $268K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,902 | $268K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.7% | 3,864 | $266K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -9.0% | 3,795 | $261K |
| Fourpath Capital Management, LLC | 0.05% | Reduce -32.7% | 3,637 | $250K |
| First Merchants Corp. | 0.01% | No change | 3,500 | $241K |
| Profund Advisors LLC | 0.01% | New | 3,494 | $240K |
| Quantbot Technologies LP | 0.01% | Reduce -29.8% | 3,386 | $233K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,335 | $229K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -26.1% | 3,307 | $227K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 3,238 | $223K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,116 | $214K |
| Centiva Capital, LP | 0.01% | New | 3,087 | $212K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 2,977 | $205K |
| Atria Investments, Inc | 0.00% | Reduce -14.9% | 2,963 | $204K |
| US Bancorp \de | 0.00% | Add +16.8% | 2,480 | $171K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,469 | $170K |
| Jones Financial Companies LLLP | 0.00% | Add +18.8% | 2,062 | $142K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,709 | $118K |
| KBC Group NV | 0.00% | Add +62.3% | 1,672 | $115K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.5% | 843 | $58K |
| Balefire, LLC | 0.02% | New | 781 | $53K |
| Arax Advisory Partners | 0.00% | Reduce -4.7% | 756 | $52K |
| Sterling Capital Management LLC | 0.00% | Add +809.9% | 737 | $51K |
| R Squared Ltd | 0.05% | — | 730 | $50K |
| GAMMA Investing LLC | 0.00% | Add +5.8% | 677 | $47K |
| Fifth Third Bancorp | 0.00% | No change | 603 | $41K |
| Osaic Holdings, Inc. | 0.00% | Add +7.1% | 557 | $38K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -1.6% | 497 | $34K |
| TD Private Client Wealth LLC | 0.00% | Add +22.5% | 468 | $32K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +38.7% | 459 | $32K |
| Cwm, LLC | 0.00% | Add +29.4% | 449 | $31K |
| Quadrant Capital Group LLC | 0.00% | No change | 433 | $30K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 400 | $28K |
| Creative Financial Designs Inc. | 0.00% | No change | 392 | $27K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 362 | $25K |
| Huntington National Bank | 0.00% | Reduce -92.9% | 359 | $25K |
| Blue Trust, Inc. | 0.00% | Reduce -30.0% | 352 | $24K |
| Global Retirement Partners, LLC | 0.00% | Add +78.3% | 346 | $24K |
| 2UniFi Bank | 0.01% | — | 275 | $19K |
| Retirement Wealth Solutions LLC | 0.01% | — | 256 | $17K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.7% | 234 | $16K |
| Principal Securities, Inc. | 0.00% | Add +12.0% | 206 | $14K |
| Mather Group, Llc. | 0.00% | New | 192 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 191 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 169 | $12K |
| Hemington Wealth Management | 0.00% | Reduce -2.1% | 142 | $9K |
| Parkside Financial Bank & Trust | 0.00% | No change | 117 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +30.1% | 121 | $8K |
| Golden State Wealth Management, LLC | 0.00% | — | 93 | $6K |
| Allworth Financial LP | 0.00% | Reduce -68.5% | 93 | $6K |
| Hantz Financial Services, Inc. | 0.00% | No change | 82 | $6K |
| TCTC Holdings, LLC | 0.00% | New | 84 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 80 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 79 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 78 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 71 | $5K |
| UMB Bank, n.a. | 0.00% | No change | 53 | $4K |
| LGT Financial Advisors LLC | 0.01% | No change | 52 | $4K |
| Red Tortoise LLC | 0.00% | No change | 50 | $3K |
| Whipplewood Advisors, LLC | 0.00% | — | 46 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 39 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 34 | $2K |
| WPG Advisers, LLC | 0.00% | — | 32 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 31 | $2K |
| TD Capital Management LLC | 0.00% | New | 30 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 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 +25.0% | 25 | $2K |
| 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 +37.5% | 11 | $1K |
| Simplex Trading, LLC | 0.00% | New | 18 | $1K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 14 | $963 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $551 |
| Bell Investment Advisors, Inc | 0.00% | New | 7 | $482 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 7 | $481 |
| Abound Wealth Management | 0.00% | No change | 3 | $207 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $206 |
| IFP Advisors, Inc | 0.00% | New | 3 | $206 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $138 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -33.3% | 2 | $138 |
| Farther Finance Advisors, LLC | 0.00% | No change | 2 | $138 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $69 |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.