Lakeland FinancialLKFN
13F holders, Q1 2025 (March 31)244holders +13
34new positions
21sold out
7famous investors
$59.45avg. 13F price*
At the end of Q1 2025, 244 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, up 13 from Q4 2024. 34 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($219.6M), Vanguard Group Inc. ($112.5M) and State Street Corp. ($77.1M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Lakeland Financial Corp.
- CUSIP
- 511656100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $32.9M |
| Exits | 21 | $22.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,505,458 shares bought and 1,724,349 shares sold, net −218,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| BlackRock, Inc. | 0.00% | Reduce -1.2% | 3,694,197 | $219.6M |
| Vanguard Group Inc. | 0.00% | Reduce -2.4% | 1,892,943 | $112.5M |
| State Street Corp. | 0.00% | Reduce -6.7% | 1,297,290 | $77.1M |
| Neuberger Berman Group LLC | 0.06% | Reduce -0.6% | 1,252,852 | $74.5M |
| Victory Capital Management Inc. | 0.07% | Reduce -18.9% | 1,092,383 | $64.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.6% | 999,033 | $59.4M |
| Silvercrest Asset Management Group LLC | 0.40% | Reduce -1.5% | 942,016 | $56.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -5.5% | 763,090 | $45.4M |
| Copeland Capital Management, LLC | 0.88% | Reduce -3.1% | 740,622 | $44.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 621,530 | $37.0M |
| Northern Trust Corp. | 0.00% | Add +2.3% | 476,997 | $28.4M |
| Neumeier Poma Investment Counsel LLC | 3.04% | Reduce -0.2% | 475,102 | $28.2M |
| Raymond James Financial Inc. | 0.01% | Add +4.1% | 349,868 | $20.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.4% | 328,884 | $19.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.0% | 284,205 | $16.9M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Add +0.2% | 283,606 | $16.9M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 256,250 | $15.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -55.1% | 241,439 | $14.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 202,754 | $12.1M |
| Millennium Management | 0.01% | Add +327.9% | 199,323 | $11.8M |
| Timucuan Asset Management Inc. | 0.37% | Add +5.7% | 199,111 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 181,034 | $10.8M |
| Monarch Capital Management Inc. | 2.52% | Reduce -1.5% | 152,773 | $9.1M |
| NFJ Investment Group, LLC | 0.30% | Reduce -0.3% | 151,742 | $9.0M |
| Kennedy Capital Management LLC | 0.20% | Add +51.8% | 143,866 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +42.9% | 140,527 | $8.4M |
| Bank of America Corp. | 0.00% | Add +5.7% | 137,576 | $8.2M |
| FMR LLC | 0.00% | Add +3.3% | 135,678 | $8.1M |
| American Century Companies Inc. | 0.00% | Add +2.9% | 130,555 | $7.8M |
| Principal Financial Group Inc. | 0.00% | Add +2.7% | 127,021 | $7.6M |
| Aptus Capital Advisors, LLC | 0.08% | Add +12.7% | 120,925 | $7.2M |
| Cubist Systematic Strategies, LLC | 0.09% | Add +679.5% | 113,158 | $6.7M |
| Jane Street Group, LLC | 0.01% | New | 109,362 | $6.5M |
| Invesco Ltd. | 0.00% | Add +8.4% | 95,617 | $5.7M |
| Voloridge Investment Management, LLC | 0.02% | Add +55.9% | 90,860 | $5.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -3.1% | 89,775 | $5.3M |
| Citadel Advisors | 0.01% | Add +78.2% | 86,771 | $5.2M |
| Renaissance Technologies | 0.01% | New | 82,451 | $4.9M |
| Public Sector Pension Investment Board | 0.02% | Add +27.4% | 80,933 | $4.8M |
| Nuveen, LLC | 0.00% | — | 80,677 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +910.1% | 80,256 | $4.8M |
| Rhumbline Advisers | 0.00% | Reduce -4.2% | 79,773 | $4.7M |
| First Trust Advisors LP | 0.00% | Reduce -75.2% | 76,154 | $4.5M |
| Marshall Wace, LLP | 0.01% | New | 73,515 | $4.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.4% | 69,745 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Add +885.9% | 67,428 | $4.0M |
| LPL Financial LLC | 0.00% | Add +0.5% | 66,165 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 62,088 | $3.7M |
| D. E. Shaw & Co. | 0.00% | New | 61,734 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +13.0% | 60,794 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -59.2% | 54,845 | $3.3M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 49,450 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +25.4% | 48,803 | $2.9M |
| 1ST Source Bank | 0.17% | No change | 48,744 | $2.9M |
| Dark Forest Capital Management LP | 0.13% | Add +219.4% | 46,871 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -6.0% | 44,399 | $2.6M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.62% | Reduce -4.9% | 43,711 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +216.0% | 42,909 | $2.6M |
| UBS Group AG | 0.00% | Add +7.0% | 42,283 | $2.5M |
| Barclays PLC | 0.00% | Reduce -27.5% | 37,676 | $2.2M |
| Sei Investments Co. | 0.00% | Add +12.9% | 37,091 | $2.2M |
| Bridge City Capital, LLC | 0.66% | Reduce -0.7% | 36,777 | $2.2M |
| Squarepoint Ops LLC | 0.01% | Add +142.6% | 35,478 | $2.1M |
| ExodusPoint Capital Management, LP | 0.03% | New | 34,203 | $2.0M |
| AQR Capital Management | 0.00% | Add +90.5% | 32,427 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +24.7% | 28,497 | $1.7M |
| Alliancebernstein L.P. | 0.00% | No change | 26,917 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | Add +118.3% | 25,867 | $1.5M |
| New Age Alpha Advisors, LLC | 0.07% | New | 25,381 | $1.5M |
| Trexquant Investment LP | 0.02% | New | 25,356 | $1.5M |
| Heartland Advisors Inc. | 0.09% | Add +13.0% | 25,211 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -3.4% | 24,927 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +240.1% | 24,490 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 23,110 | $1.4M |
| Quantbot Technologies LP | 0.04% | Add +544.0% | 21,806 | $1.3M |
| Sippican Capital Advisors | 0.97% | Add +11.5% | 21,610 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -10.1% | 21,459 | $1.3M |
| AlphaQuest LLC | 0.14% | Add +176.1% | 21,234 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +12.6% | 20,786 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.7% | 20,584 | $1.2M |
| Tudor Investment Corporation | 0.01% | Reduce -27.8% | 19,739 | $1.2M |
| SYM FINANCIAL Corp | 0.14% | Reduce -27.3% | 19,648 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | New | 19,500 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +2.1% | 19,408 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 18,738 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -15.8% | 18,046 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 17,878 | $1.1M |
| WINTON GROUP Ltd | 0.06% | Add +4.3% | 17,334 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +8.6% | 15,600 | $927K |
| Campbell & CO Investment Adviser LLC | 0.07% | New | 15,578 | $926K |
| Uncommon Cents Investing LLC | 0.27% | Reduce -3.2% | 15,446 | $918K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.1% | 14,868 | $884K |
| Aster Capital Management (DIFC) Ltd | 0.16% | New | 13,305 | $884K |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.8% | 14,564 | $866K |
| BNP Paribas Financial Markets | 0.00% | Add +63.6% | 14,426 | $857K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.3% | 14,135 | $840K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 13,917 | $827K |
| Illinois Municipal Retirement Fund | 0.01% | Add +3.2% | 13,915 | $827K |
| Intech Investment Management LLC | 0.01% | Add +41.5% | 13,756 | $818K |
| Comerica Bank | 0.00% | Reduce -0.7% | 13,063 | $776K |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.