Lakeland FinancialLKFN
13F holders, Q2 2025 (June 30)235holders −9
18new positions
29sold out
6famous investors
$61.46avg. 13F price*
At the end of Q2 2025, 235 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, down 9 from Q1 2025. 18 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($220.9M), Vanguard Group Inc. ($115.4M) and Neuberger Berman Group LLC ($92.9M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Lakeland Financial Corp.
- CUSIP
- 511656100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.0M |
| Exits | 29 | $13.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,654,679 shares bought and 1,571,920 shares sold, net +82,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 3,594,918 | $220.9M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 1,877,659 | $115.4M |
| Neuberger Berman Group LLC | 0.07% | Add +20.7% | 1,512,029 | $92.9M |
| State Street Corp. | 0.00% | Add +4.4% | 1,354,542 | $83.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.4% | 1,023,432 | $62.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -16.1% | 916,558 | $56.3M |
| Silvercrest Asset Management Group LLC | 0.36% | Reduce -6.4% | 881,944 | $54.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.1% | 731,742 | $45.0M |
| Copeland Capital Management, LLC | 0.87% | Reduce -7.0% | 689,111 | $42.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 622,041 | $38.2M |
| Neumeier Poma Investment Counsel LLC | 2.66% | Reduce -2.3% | 464,425 | $28.5M |
| First Trust Advisors LP | 0.02% | Add +403.6% | 383,525 | $23.6M |
| Northern Trust Corp. | 0.00% | Reduce -25.3% | 356,533 | $21.9M |
| Millennium Management | 0.02% | Add +72.3% | 343,340 | $21.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.0% | 335,994 | $20.6M |
| Fuller & Thaler Asset Management, Inc. | 0.08% | Add +18.4% | 335,901 | $20.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.9% | 325,912 | $20.0M |
| NFJ Investment Group, LLC | 0.61% | Add +87.0% | 283,690 | $17.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.5% | 220,347 | $13.5M |
| Morgan Stanley | 0.00% | Reduce -14.9% | 218,023 | $13.4M |
| Timucuan Asset Management Inc. | 0.36% | No change | 199,111 | $12.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 198,101 | $12.2M |
| Bank of America Corp. | 0.00% | Add +38.2% | 190,134 | $11.7M |
| Monarch Capital Management Inc. | 2.55% | Add +1.1% | 154,493 | $9.5M |
| Kennedy Capital Management LLC | 0.21% | Reduce -1.6% | 141,500 | $8.7M |
| FMR LLC | 0.00% | Add +1.8% | 138,063 | $8.5M |
| Aptus Capital Advisors, LLC | 0.08% | Add +9.9% | 132,845 | $8.2M |
| American Century Companies Inc. | 0.00% | Add +0.3% | 130,891 | $8.0M |
| Two Sigma Investments, LP | 0.02% | Add +93.5% | 130,488 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.2% | 129,992 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.2% | 126,763 | $7.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +44.4% | 115,866 | $7.1M |
| Wells Fargo & Company | 0.00% | Reduce -23.6% | 107,423 | $6.6M |
| ProShare Advisors LLC | 0.01% | Add +1699.4% | 105,663 | $6.5M |
| Voloridge Investment Management, LLC | 0.02% | Add +14.3% | 103,839 | $6.4M |
| AQR Capital Management | 0.00% | Add +195.3% | 95,740 | $5.9M |
| Citadel Advisors | 0.00% | Add +3.1% | 89,452 | $5.5M |
| Public Sector Pension Investment Board | 0.02% | Add +7.6% | 87,104 | $5.4M |
| Nuveen, LLC | 0.00% | Add +6.5% | 85,903 | $5.3M |
| Invesco Ltd. | 0.00% | Reduce -13.0% | 83,195 | $5.1M |
| Rhumbline Advisers | 0.00% | Add +2.1% | 81,415 | $5.0M |
| Cubist Systematic Strategies, LLC | 0.05% | Reduce -31.8% | 77,146 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +46.6% | 71,555 | $4.4M |
| Legal & General Group Plc | 0.00% | Add +1.0% | 70,421 | $4.3M |
| Renaissance Technologies | 0.01% | Reduce -14.7% | 70,351 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Add +10.3% | 68,113 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Add +21.8% | 66,818 | $4.1M |
| Marshall Wace, LLP | 0.00% | Reduce -10.0% | 66,144 | $4.1M |
| UBS Group AG | 0.00% | Add +48.3% | 62,699 | $3.9M |
| Barclays PLC | 0.00% | Add +58.5% | 59,705 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -10.0% | 54,691 | $3.4M |
| Squarepoint Ops LLC | 0.01% | Add +49.4% | 52,985 | $3.3M |
| LPL Financial LLC | 0.00% | Reduce -22.7% | 51,164 | $3.1M |
| Swiss National Bank | 0.00% | No change | 49,450 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +14.4% | 49,088 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -21.1% | 49,021 | $3.0M |
| Two Sigma Advisers, LP | 0.01% | Add +150.8% | 48,900 | $3.0M |
| 1ST Source Bank | 0.17% | No change | 48,744 | $3.0M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.66% | Reduce -1.7% | 42,985 | $2.6M |
| Sei Investments Co. | 0.00% | Add +11.1% | 41,221 | $2.5M |
| Citigroup Inc. | 0.00% | Reduce -8.2% | 40,754 | $2.5M |
| Trexquant Investment LP | 0.03% | Add +55.3% | 39,368 | $2.4M |
| ExodusPoint Capital Management, LP | 0.03% | Add +9.8% | 37,539 | $2.3M |
| Bridge City Capital, LLC | 0.63% | Reduce -1.4% | 36,262 | $2.2M |
| Deutsche Bank AG | 0.00% | Add +19.7% | 34,118 | $2.1M |
| Dark Forest Capital Management LP | 0.08% | Reduce -28.1% | 33,682 | $2.1M |
| Prudential Financial Inc. | 0.00% | Add +6.9% | 26,638 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +51.5% | 27,336 | $1.7M |
| Alliancebernstein L.P. | 0.00% | No change | 26,917 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +31.6% | 24,666 | $1.5M |
| New Age Alpha Advisors, LLC | 0.07% | Reduce -3.7% | 24,432 | $1.5M |
| Sippican Capital Advisors | 1.06% | Add +9.8% | 23,724 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +2.0% | 23,574 | $1.4M |
| Heartland Advisors Inc. | 0.08% | Reduce -7.6% | 23,303 | $1.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +11.9% | 23,255 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.5% | 23,161 | $1.4M |
| FJ Capital Management LLC | 0.14% | New | 21,793 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.1% | 20,997 | $1.3M |
| WINTON GROUP Ltd | 0.06% | Add +18.0% | 20,460 | $1.3M |
| SYM FINANCIAL Corp | 0.14% | Add +0.8% | 19,796 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +29.2% | 18,632 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -6.7% | 18,109 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 17,878 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -30.0% | 17,142 | $1.1M |
| Verition Fund Management LLC | 0.01% | Add +132.7% | 16,189 | $995K |
| MetLife Investment Management, LLC | 0.01% | Add +7.9% | 15,720 | $966K |
| TrueMark Investments, LLC | 0.21% | New | 15,445 | $949K |
| Uncommon Cents Investing LLC | 0.25% | Reduce -1.2% | 15,266 | $938K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.7% | 15,220 | $935K |
| Cerity Partners LLC | 0.00% | Reduce -3.4% | 15,068 | $926K |
| Russell Investments Group, Ltd. | 0.00% | Add +13.4% | 14,664 | $901K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.5% | 14,049 | $863K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -2.4% | 13,587 | $835K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -48.6% | 13,305 | $818K |
| KFG Wealth Management, LLC | 0.13% | Add +2.5% | 12,837 | $789K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.1% | 12,804 | $787K |
| Quantbot Technologies LP | 0.02% | Reduce -42.2% | 12,612 | $775K |
| Jane Street Group, LLC | 0.00% | Reduce -88.5% | 12,572 | $773K |
| Comerica Bank | 0.00% | Reduce -4.4% | 12,487 | $767K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1245.7% | 12,259 | $753K |
| Janus Henderson Group PLC | 0.00% | No change | 12,248 | $753K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.8% | 11,900 | $731K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 11,822 | $726K |
| Aquatic Capital Management LLC | 0.01% | Reduce -7.1% | 11,589 | $712K |
| Security Financial Services, INC. | 0.12% | No change | 11,472 | $705K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.25% | Add +2.0% | 11,232 | $690K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -18.9% | 10,544 | $648K |
| Smartleaf Asset Management LLC | 0.05% | Add +3.0% | 9,960 | $611K |
| Intech Investment Management LLC | 0.01% | Reduce -28.8% | 9,800 | $602K |
| Jupiter Asset Management Ltd. | 0.01% | New | 9,722 | $597K |
| Yousif Capital Management, LLC | 0.01% | Add +0.2% | 9,545 | $587K |
| Pathway Financial Advisers, LLC | 0.19% | No change | 9,376 | $576K |
| Legato Capital Management LLC | 0.07% | No change | 9,352 | $575K |
| Ieq Capital, LLC | 0.00% | New | 9,031 | $555K |
| Point72 Asset Management | 0.00% | Add +2.1% | 8,849 | $544K |
| Snowden Capital Advisors LLC | 0.02% | Add +4.2% | 8,697 | $534K |
| HighTower Advisors, LLC | 0.00% | Add +6.8% | 8,593 | $528K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -41.8% | 8,099 | $498K |
| Keybank National Association | 0.00% | Reduce -19.6% | 7,743 | $476K |
| Arizona State Retirement System | 0.00% | Add +3.9% | 7,581 | $466K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -6.6% | 7,567 | $465K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,452 | $458K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +87.4% | 7,435 | $457K |
| Amalgamated Bank | 0.00% | No change | 7,278 | $447K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.9% | 7,103 | $436K |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 7,075 | $435K |
| Choreo, LLC | 0.01% | Reduce -12.5% | 6,949 | $427K |
| AlphaQuest LLC | 0.04% | Reduce -68.2% | 6,752 | $415K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,652 | $409K |
| SG Americas Securities, LLC | 0.00% | Add +19.9% | 6,611 | $406K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.5% | 6,562 | $403K |
| Bessemer Group Inc. | 0.00% | Reduce -3.1% | 6,465 | $397K |
| Inspire Investing, LLC | 0.04% | Add +9.5% | 6,328 | $389K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 6,254 | $384K |
| New York State Teachers Retirement System | 0.00% | No change | 6,140 | $377K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,030 | $371K |
| CX Institutional | 0.01% | No change | 6,000 | $369K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 5,838 | $359K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 5,800 | $356K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +9.0% | 5,768 | $354K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 5,479 | $337K |
| Gsa Capital Partners LLP | 0.02% | Reduce -60.2% | 5,117 | $314K |
| Captrust Financial Advisors | 0.00% | Add +19.7% | 5,037 | $310K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -9.1% | 5,000 | $307K |
| Mach-1 Financial Group, LLC | 0.09% | New | 4,982 | $306K |
| Teacher Retirement System of Texas | 0.00% | Add +28.9% | 4,971 | $305K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -68.2% | 4,949 | $304K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -30.3% | 4,860 | $299K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -10.4% | 4,676 | $287K |
| DRW Securities, LLC | 0.02% | New | 4,466 | $274K |
| Los Angeles Capital Management LLC | 0.00% | No change | 4,462 | $274K |
| Entropy Technologies, LP | 0.02% | New | 4,300 | $264K |
| Cwm, LLC | 0.00% | Add +555.8% | 4,138 | $254K |
| Engineers Gate Manager LP | 0.00% | New | 4,130 | $254K |
| MGB Wealth Management, LLC | 0.08% | No change | 4,027 | $247K |
| Sapient Capital LLC | 0.00% | No change | 3,950 | $243K |
| Arkadios Wealth Advisors | 0.01% | Add +0.1% | 3,947 | $243K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -5.0% | 3,947 | $243K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,902 | $240K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,843 | $236K |
| Jump Financial, LLC | 0.00% | New | 3,670 | $226K |
| First Merchants Corp. | 0.01% | No change | 3,500 | $215K |
| Commonwealth Equity Services, LLC | 0.00% | New | 3,279 | $202K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.6% | 3,283 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.2% | 2,684 | $165K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +6.0% | 2,617 | $161K |
| State of Wyoming | 0.02% | Reduce -48.7% | 2,322 | $143K |
| Jones Financial Companies LLLP | 0.00% | Add +13.4% | 2,268 | $139K |
| US Bancorp \de | 0.00% | Reduce -3.1% | 2,124 | $131K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,991 | $122K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -99.3% | 1,728 | $106K |
| KBC Group NV | 0.00% | Reduce -37.5% | 998 | $61K |
| First Horizon Advisors, Inc. | 0.00% | Add +3.1% | 925 | $57K |
| GAMMA Investing LLC | 0.00% | Reduce -14.9% | 923 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1212.5% | 630 | $39K |
| Arax Advisory Partners | 0.00% | Reduce -2.8% | 564 | $35K |
| Blue Trust, Inc. | 0.00% | Add +3.5% | 475 | $29K |
| Osaic Holdings, Inc. | 0.00% | Add +186.0% | 469 | $29K |
| TD Private Client Wealth LLC | 0.00% | No change | 468 | $29K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.4% | 457 | $28K |
| Global Retirement Partners, LLC | 0.00% | — | 452 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +248.0% | 442 | $27K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 400 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 392 | $24K |
| Clearstead Advisors, LLC | 0.00% | Add +84.3% | 352 | $22K |
| Sterling Capital Management LLC | 0.00% | Reduce -15.1% | 343 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.7% | 294 | $18K |
| Binnacle Investments Inc | 0.01% | Reduce -9.3% | 292 | $18K |
| Fifth Third Bancorp | 0.00% | Reduce -55.2% | 278 | $17K |
| 2UniFi Bank | 0.01% | No change | 275 | $17K |
| Retirement Wealth Solutions LLC | 0.01% | Add +0.4% | 257 | $16K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.6% | 245 | $15K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -98.3% | 233 | $14K |
| Principal Securities, Inc. | 0.00% | Reduce -4.4% | 197 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 194 | $12K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 155 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.6% | 162 | $10K |
| IFP Advisors, Inc | 0.00% | Add +5200.0% | 159 | $10K |
| Essential Partners LLC | 0.00% | — | 132 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Add +56.1% | 128 | $8K |
| Allworth Financial LP | 0.00% | Add +36.6% | 127 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +31.3% | 109 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 93 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -47.1% | 82 | $5K |
| Hemington Wealth Management | 0.00% | Reduce -41.8% | 82 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 79 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 78 | $5K |
| UMB Bank, n.a. | 0.00% | Reduce -44.1% | 52 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -51.5% | 50 | $3K |
| Red Tortoise LLC | 0.00% | No change | 50 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Add +557.1% | 46 | $3K |
| Brooklyn Investment Group | 0.00% | New | 46 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 34 | $2K |
| TD Capital Management LLC | 0.00% | Add +3.3% | 31 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -25.6% | 29 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 28 | $2K |
| Signaturefd, LLC | 0.00% | No change | 27 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -50.0% | 25 | $2K |
| Kessler Investment Group, LLC | 0.00% | No change | 18 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 17 | $1K |
| Covestor Ltd | 0.00% | No change | 10 | $1K |
| Stephens Consulting, LLC | 0.00% | Add +200.0% | 15 | $922 |
| MAI Capital Management | 0.00% | New | 13 | $799 |
| Clearstead Trust, LLC | 0.00% | New | 12 | $738 |
| True Wealth Design, LLC | 0.00% | Reduce -28.6% | 10 | $615 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 8 | $491 |
| Bell Investment Advisors, Inc | 0.00% | No change | 7 | $431 |
| Abound Wealth Management | 0.00% | No change | 3 | $185 |
| Fortitude Family Office, LLC | 0.00% | New | 3 | $184 |
| Larson Financial Group LLC | 0.00% | Reduce -25.0% | 3 | $184 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -75.0% | 2 | $123 |
| Farther Finance Advisors, LLC | 0.00% | Add +100.0% | 2 | $123 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 1 | $62 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $62 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 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.