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 |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.9% | 13,013 | $773K |
| Caxton Associates LLP | 0.03% | — | 13,011 | $773K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 12,994 | $772K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.2% | 12,925 | $768K |
| Gsa Capital Partners LLP | 0.07% | New | 12,864 | $765K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.0% | 12,670 | $753K |
| HRT Financial LP | 0.00% | New | 12,559 | $746K |
| KFG Wealth Management, LLC | 0.14% | Reduce -0.1% | 12,527 | $745K |
| Aquatic Capital Management LLC | 0.02% | Add +93.7% | 12,478 | $742K |
| Janus Henderson Group PLC | 0.00% | No change | 12,248 | $738K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.4% | 12,000 | $713K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -82.8% | 11,822 | $703K |
| Graham Capital Management, L.P. | 0.03% | Add +192.2% | 11,776 | $700K |
| Security Financial Services, INC. | 0.14% | No change | 11,472 | $682K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.27% | Add +0.1% | 11,008 | $654K |
| Allianz Asset Management GmbH | 0.00% | Add +25.0% | 10,500 | $624K |
| Smartleaf Asset Management LLC | 0.06% | Add +0.4% | 9,668 | $583K |
| Amundi | 0.00% | Reduce -20.0% | 10,344 | $576K |
| Keybank National Association | 0.00% | Reduce -10.6% | 9,630 | $572K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.2% | 9,527 | $566K |
| Pathway Financial Advisers, LLC | 0.19% | Reduce -6.5% | 9,376 | $557K |
| Legato Capital Management LLC | 0.07% | Reduce -1.3% | 9,352 | $556K |
| Point72 Asset Management | 0.00% | Add +84.8% | 8,664 | $515K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.1% | 8,343 | $496K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 8,103 | $482K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.1% | 8,044 | $478K |
| Choreo, LLC | 0.01% | Reduce -1.1% | 7,943 | $472K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.6% | 7,711 | $458K |
| Magnetar Financial LLC | 0.01% | New | 7,678 | $456K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -13.5% | 7,452 | $443K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 7,298 | $434K |
| Amalgamated Bank | 0.00% | Reduce -2.7% | 7,278 | $433K |
| Corient Private Wealth LP | 0.00% | Reduce -4.8% | 7,231 | $430K |
| Voya Investment Management LLC | 0.00% | Reduce -9.2% | 7,000 | $416K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,977 | $415K |
| Verition Fund Management LLC | 0.00% | Reduce -7.2% | 6,956 | $413K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.7% | 6,773 | $403K |
| Bessemer Group Inc. | 0.00% | Add +2.1% | 6,674 | $397K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,652 | $395K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 6,254 | $372K |
| New York State Teachers Retirement System | 0.00% | No change | 6,140 | $365K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 6,105 | $363K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,030 | $358K |
| CX Institutional | 0.01% | No change | 6,000 | $357K |
| ProShare Advisors LLC | 0.00% | Reduce -21.8% | 5,872 | $349K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.3% | 5,838 | $347K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 5,800 | $345K |
| Inspire Investing, LLC | 0.04% | Reduce -1.1% | 5,778 | $343K |
| Semanteon Capital Management, LP | 0.19% | New | 5,768 | $343K |
| Cibc World Markets Corp. | 0.00% | New | 5,521 | $328K |
| SG Americas Securities, LLC | 0.00% | New | 5,512 | $328K |
| Bank of Montreal | 0.00% | Add +11.2% | 5,511 | $328K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,500 | $327K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,292 | $315K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 5,217 | $310K |
| Occudo Quantitative Strategies LP | 0.04% | Add +42.5% | 4,713 | $284K |
| State of Wyoming | 0.04% | Add +5.8% | 4,523 | $269K |
| Los Angeles Capital Management LLC | 0.00% | New | 4,462 | $265K |
| Captrust Financial Advisors | 0.00% | Reduce -26.5% | 4,207 | $250K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -4.4% | 4,153 | $247K |
| MGB Wealth Management, LLC | 0.09% | No change | 4,027 | $239K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +27.3% | 3,968 | $236K |
| Sapient Capital LLC | 0.00% | No change | 3,950 | $235K |
| Arkadios Wealth Advisors | 0.01% | New | 3,942 | $234K |
| EntryPoint Capital, LLC | 0.11% | New | 3,929 | $234K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,902 | $232K |
| Avior Wealth Management, LLC | 0.01% | No change | 3,900 | $232K |
| Teacher Retirement System of Texas | 0.00% | New | 3,857 | $229K |
| Pictet Asset Management Holding SA | 0.00% | Add +15.2% | 3,843 | $228K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.9% | 3,715 | $221K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 3,610 | $215K |
| First Merchants Corp. | 0.01% | No change | 3,500 | $208K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 2,956 | $176K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,469 | $147K |
| US Bancorp \de | 0.00% | Reduce -11.6% | 2,192 | $130K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.0% | 2,000 | $121K |
| Harbour Investments, Inc. | 0.00% | Add +16.4% | 1,990 | $118K |
| KBC Group NV | 0.00% | Reduce -4.5% | 1,597 | $95K |
| Point72 (DIFC) Ltd | 0.01% | New | 1,175 | $70K |
| GAMMA Investing LLC | 0.00% | Add +60.3% | 1,085 | $64K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.0% | 911 | $54K |
| First Horizon Advisors, Inc. | 0.00% | Add +6.4% | 897 | $53K |
| Quadrant Capital Group LLC | 0.00% | Add +44.8% | 627 | $37K |
| Cwm, LLC | 0.00% | Add +40.5% | 631 | $37K |
| Fifth Third Bancorp | 0.00% | Add +2.8% | 620 | $37K |
| Arax Advisory Partners | 0.00% | Reduce -23.3% | 580 | $34K |
| Quarry LP | 0.01% | New | 552 | $33K |
| TD Private Client Wealth LLC | 0.00% | No change | 468 | $28K |
| Blue Trust, Inc. | 0.00% | Add +30.4% | 459 | $27K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -0.9% | 455 | $27K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.2% | 404 | $24K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 400 | $24K |
| Creative Financial Designs Inc. | 0.00% | No change | 392 | $23K |
| Huntington National Bank | 0.00% | Add +0.6% | 361 | $21K |
| Binnacle Investments Inc | 0.01% | — | 322 | $19K |
| 2UniFi Bank | 0.01% | No change | 275 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | Add +854.8% | 296 | $18K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 256 | $15K |
| Public Employees Retirement System of Ohio | 0.00% | Add +6.4% | 249 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 206 | $14K |
| Coldstream Capital Management Inc. | 0.00% | New | 214 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 191 | $11K |
| Mather Group, Llc. | 0.00% | Reduce -4.7% | 183 | $11K |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.6% | 164 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Add +101.3% | 161 | $10K |
| Versant Capital Management, Inc | 0.00% | New | 155 | $9K |
| Hemington Wealth Management | 0.00% | Reduce -0.7% | 141 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +8.6% | 127 | $8K |
| WPG Advisers, LLC | 0.01% | Add +221.9% | 103 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 93 | $6K |
| UMB Bank, n.a. | 0.00% | Add +75.5% | 93 | $6K |
| Allworth Financial LP | 0.00% | No change | 93 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -31.4% | 83 | $5K |
| Hantz Financial Services, Inc. | 0.00% | No change | 82 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 79 | $5K |
| Cornerstone Planning Group LLC | 0.00% | New | 86 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 78 | $5K |
| Red Tortoise LLC | 0.00% | No change | 50 | $3K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 50 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +585.7% | 48 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -84.8% | 7 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 39 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 34 | $2K |
| TD Capital Management LLC | 0.00% | No change | 30 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -83.4% | 28 | $2K |
| Signaturefd, LLC | 0.00% | No change | 27 | $2K |
| Kessler Investment Group, LLC | 0.00% | No change | 18 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -5.6% | 17 | $1K |
| Covestor Ltd | 0.00% | Reduce -9.1% | 10 | $1K |
| True Wealth Design, LLC | 0.00% | New | 14 | $833 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $476 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 8 | $475 |
| Bell Investment Advisors, Inc | 0.00% | No change | 7 | $417 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $298 |
| Horizon Investments, LLC | 0.00% | New | 5 | $294 |
| Larson Financial Group LLC | 0.00% | Add +100.0% | 4 | $238 |
| Abound Wealth Management | 0.00% | No change | 3 | $179 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $178 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 3 | $178 |
| Perkins Coie Trust Co | 0.00% | New | 3 | $178 |
| IFP Advisors, Inc | 0.00% | No change | 3 | $178 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $119 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $59 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $59 |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.