Lakeland FinancialLKFN
13F holders, Q3 2025 (September 30)245holders +10
30new positions
19sold out
6famous investors
$64.20avg. 13F price*
At the end of Q3 2025, 245 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, up 10 from Q2 2025. 30 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($226.4M), Neuberger Berman Group LLC ($121.2M) and Vanguard Group Inc. ($119.9M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Lakeland Financial Corp.
- CUSIP
- 511656100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $29.5M |
| Exits | 19 | $8.8M |
All 13F filers, Q2 2025 → Q3 2025: 1,541,927 shares bought and 1,834,400 shares sold, net −292,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 3,527,212 | $226.4M |
| Neuberger Berman Group LLC | 0.09% | Add +24.9% | 1,888,611 | $121.2M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 1,867,845 | $119.9M |
| State Street Corp. | 0.00% | Reduce -2.1% | 1,326,538 | $85.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 1,033,587 | $66.4M |
| Silvercrest Asset Management Group LLC | 0.37% | Reduce -2.5% | 860,262 | $55.2M |
| Victory Capital Management Inc. | 0.03% | Reduce -17.5% | 755,794 | $48.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.8% | 726,200 | $46.6M |
| Copeland Capital Management, LLC | 0.87% | Reduce -5.4% | 651,739 | $41.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 619,432 | $39.8M |
| Neumeier Poma Investment Counsel LLC | 2.59% | Add +6.3% | 493,469 | $31.7M |
| NFJ Investment Group, LLC | 1.05% | Add +67.5% | 475,091 | $30.5M |
| Boston Trust Walden Corp | 0.18% | New | 373,331 | $24.0M |
| Northern Trust Corp. | 0.00% | Reduce -2.9% | 346,196 | $22.2M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Reduce -1.9% | 329,363 | $21.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.5% | 324,199 | $20.8M |
| Bank of America Corp. | 0.00% | Add +68.8% | 321,031 | $20.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.3% | 275,935 | $17.7M |
| Timucuan Asset Management Inc. | 0.38% | Add +0.3% | 199,761 | $12.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.3% | 195,562 | $12.6M |
| Morgan Stanley | 0.00% | Reduce -16.1% | 182,918 | $11.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.1% | 180,412 | $11.6M |
| FMR LLC | 0.00% | Add +12.5% | 155,378 | $10.0M |
| Monarch Capital Management Inc. | 2.42% | Reduce -0.4% | 153,938 | $9.9M |
| Aptus Capital Advisors, LLC | 0.09% | Add +15.2% | 153,038 | $9.8M |
| Kennedy Capital Management LLC | 0.19% | Reduce -6.2% | 132,757 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 128,645 | $8.3M |
| American Century Companies Inc. | 0.00% | Reduce -3.5% | 126,238 | $8.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.7% | 123,338 | $7.9M |
| AQR Capital Management | 0.00% | Add +23.9% | 118,601 | $7.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -14.0% | 112,197 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Add +66.4% | 111,213 | $7.1M |
| Invesco Ltd. | 0.00% | Add +30.0% | 108,130 | $6.9M |
| Public Sector Pension Investment Board | 0.02% | Add +14.3% | 99,540 | $6.4M |
| ProShare Advisors LLC | 0.01% | Reduce -8.9% | 96,273 | $6.2M |
| TrueMark Investments, LLC | 1.04% | Add +504.6% | 93,375 | $6.0M |
| Nuveen, LLC | 0.00% | Reduce -1.2% | 84,844 | $5.4M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -21.8% | 81,169 | $5.2M |
| UBS Group AG | 0.00% | Add +27.3% | 79,804 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -32.2% | 78,602 | $5.0M |
| Rhumbline Advisers | 0.00% | Reduce -4.3% | 77,899 | $5.0M |
| Legal & General Group Plc | 0.00% | Reduce -3.0% | 68,277 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -39.5% | 65,048 | $4.2M |
| Jane Street Group, LLC | 0.00% | Add +374.6% | 59,663 | $3.8M |
| Renaissance Technologies | 0.01% | Reduce -16.7% | 58,622 | $3.8M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 53,579 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -21.7% | 53,306 | $3.4M |
| First Trust Advisors LP | 0.00% | Reduce -87.0% | 49,901 | $3.2M |
| Swiss National Bank | 0.00% | No change | 49,450 | $3.2M |
| 1ST Source Bank | 0.17% | No change | 48,744 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -4.6% | 46,771 | $3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -37.6% | 44,627 | $2.9M |
| Sei Investments Co. | 0.00% | Add +5.2% | 43,350 | $2.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.64% | Reduce -0.3% | 42,854 | $2.8M |
| Two Sigma Advisers, LP | 0.01% | Reduce -20.3% | 39,000 | $2.5M |
| Dark Forest Capital Management LP | 0.09% | Add +14.8% | 38,657 | $2.5M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -51.2% | 37,613 | $2.4M |
| Barclays PLC | 0.00% | Reduce -37.3% | 37,420 | $2.4M |
| Squarepoint Ops LLC | 0.01% | Reduce -29.9% | 37,140 | $2.4M |
| Bridge City Capital, LLC | 0.61% | Reduce -1.6% | 35,675 | $2.3M |
| Millennium Management | 0.00% | Reduce -90.4% | 33,110 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -65.9% | 30,531 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -32.1% | 27,684 | $1.8M |
| Alliancebernstein L.P. | 0.00% | No change | 26,917 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -2.6% | 26,635 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.7% | 26,328 | $1.7M |
| Prudential Financial Inc. | 0.00% | Reduce -3.8% | 25,638 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +40.5% | 25,434 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 24,325 | $1.6M |
| Trexquant Investment LP | 0.02% | Reduce -39.5% | 23,819 | $1.5M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -2.5% | 23,814 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.4% | 23,810 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 23,726 | $1.5M |
| Sippican Capital Advisors | 1.00% | Reduce -0.3% | 23,664 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 23,575 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -32.4% | 23,056 | $1.5M |
| Heartland Advisors Inc. | 0.08% | Reduce -1.1% | 23,053 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +3.9% | 21,805 | $1.4M |
| WINTON GROUP Ltd | 0.05% | Add +0.3% | 20,522 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Add +52.0% | 20,223 | $1.3M |
| SYM FINANCIAL Corp | 0.14% | Add +0.1% | 19,814 | $1.3M |
| New York State Common Retirement Fund | 0.00% | No change | 17,878 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.9% | 17,718 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.8% | 17,301 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -8.0% | 15,774 | $1.0M |
| Uncommon Cents Investing LLC | 0.24% | No change | 15,266 | $980K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.4% | 15,166 | $974K |
| Ieq Capital, LLC | 0.00% | Add +66.0% | 14,996 | $963K |
| MetLife Investment Management, LLC | 0.00% | Reduce -4.6% | 14,992 | $962K |
| Illinois Municipal Retirement Fund | 0.01% | Add +2.7% | 13,949 | $896K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -8.9% | 13,868 | $889K |
| Cerity Partners LLC | 0.00% | Reduce -9.1% | 13,696 | $879K |
| KFG Wealth Management, LLC | 0.12% | Reduce -0.1% | 12,827 | $824K |
| Numerai GP LLC | 0.11% | New | 12,432 | $798K |
| LPL Financial LLC | 0.00% | Reduce -75.9% | 12,322 | $791K |
| Janus Henderson Group PLC | 0.00% | No change | 12,248 | $786K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.7% | 12,078 | $775K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -68.5% | 11,843 | $760K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.5% | 11,758 | $755K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.7% | 11,700 | $751K |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.