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 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -16.9% | 11,682 | $750K |
| Comerica Bank | 0.00% | Reduce -6.6% | 11,665 | $749K |
| AlphaQuest LLC | 0.05% | Add +71.1% | 11,553 | $742K |
| Security Financial Services, INC. | 0.12% | No change | 11,472 | $737K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.24% | Add +0.5% | 11,285 | $725K |
| Intech Investment Management LLC | 0.01% | Add +11.2% | 10,897 | $700K |
| Smartleaf Asset Management LLC | 0.04% | Add +1.9% | 10,154 | $660K |
| HRT Financial LP | 0.00% | New | 10,269 | $659K |
| SG Americas Securities, LLC | 0.00% | Add +49.9% | 9,911 | $636K |
| Snowden Capital Advisors LLC | 0.02% | Add +8.7% | 9,449 | $607K |
| Legato Capital Management LLC | 0.07% | No change | 9,352 | $600K |
| Pathway Financial Advisers, LLC | 0.17% | Reduce -1.1% | 9,276 | $596K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 8,574 | $550K |
| Point72 Asset Management | 0.00% | Reduce -5.1% | 8,400 | $539K |
| Yousif Capital Management, LLC | 0.01% | Reduce -17.4% | 7,879 | $506K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.8% | 7,788 | $500K |
| Arizona State Retirement System | 0.00% | Reduce -0.5% | 7,540 | $484K |
| Amalgamated Bank | 0.00% | Add +3.4% | 7,523 | $483K |
| Assenagon Asset Management S.A. | 0.00% | New | 7,387 | $474K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -4.2% | 7,252 | $466K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +22.9% | 7,090 | $455K |
| Inspire Investing, LLC | 0.04% | Add +11.9% | 7,079 | $454K |
| Choreo, LLC | 0.01% | Reduce -0.0% | 6,947 | $446K |
| Quantbot Technologies LP | 0.01% | Reduce -45.5% | 6,869 | $441K |
| Engineers Gate Manager LP | 0.01% | Add +64.8% | 6,805 | $437K |
| Pathstone Holdings, LLC | 0.00% | New | 6,759 | $434K |
| Brevan Howard Capital Management LP | 0.01% | New | 6,723 | $432K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.3% | 6,630 | $426K |
| Arax Advisory Partners | 0.01% | Add +1062.8% | 6,558 | $421K |
| Bessemer Group Inc. | 0.00% | Add +0.8% | 6,520 | $419K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.9% | 6,502 | $417K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -40.3% | 6,294 | $404K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 6,254 | $402K |
| New York State Teachers Retirement System | 0.00% | No change | 6,140 | $394K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,030 | $387K |
| CX Institutional | 0.01% | No change | 6,000 | $385K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 5,800 | $372K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -1.7% | 5,738 | $368K |
| Gsa Capital Partners LLP | 0.03% | Add +8.4% | 5,548 | $356K |
| Cwm, LLC | 0.00% | Add +26.4% | 5,232 | $336K |
| Captrust Financial Advisors | 0.00% | Reduce -0.7% | 5,001 | $321K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,000 | $321K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +6.3% | 4,973 | $319K |
| Quantinno Capital Management LP | 0.00% | New | 4,865 | $312K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,860 | $312K |
| Voya Investment Management LLC | 0.00% | Reduce -32.4% | 4,785 | $307K |
| Teacher Retirement System of Texas | 0.00% | Reduce -5.2% | 4,714 | $303K |
| Personal Cfo Solutions, LLC | 0.05% | Add +6.4% | 4,201 | $270K |
| Keybank National Association | 0.00% | Reduce -46.5% | 4,143 | $266K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -17.4% | 4,088 | $262K |
| MGB Wealth Management, LLC | 0.07% | No change | 4,027 | $259K |
| Sapient Capital LLC | 0.00% | No change | 3,950 | $257K |
| Mariner, LLC | 0.00% | New | 3,973 | $255K |
| Arkadios Wealth Advisors | 0.01% | Add +0.3% | 3,961 | $254K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,902 | $251K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,843 | $247K |
| Versor Investments LP | 0.04% | New | 3,800 | $244K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,789 | $243K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -50.8% | 3,670 | $236K |
| First Merchants Corp. | 0.01% | No change | 3,500 | $225K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 3,328 | $214K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -25.6% | 3,318 | $213K |
| Aquatic Capital Management LLC | 0.00% | Reduce -71.4% | 3,314 | $213K |
| Bank of Montreal | 0.00% | Reduce -42.8% | 3,134 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.0% | 2,683 | $172K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.3% | 2,239 | $147K |
| US Bancorp \de | 0.00% | Add +4.2% | 2,213 | $142K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -19.7% | 2,101 | $135K |
| State of Wyoming | 0.02% | Reduce -10.3% | 2,083 | $134K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,993 | $128K |
| GAMMA Investing LLC | 0.01% | Add +80.9% | 1,670 | $107K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -41.8% | 1,006 | $65K |
| KBC Group NV | 0.00% | No change | 998 | $64K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 949 | $61K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.9% | 873 | $56K |
| Sterling Capital Management LLC | 0.00% | Add +135.9% | 809 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.7% | 647 | $42K |
| Blue Trust, Inc. | 0.00% | Add +16.6% | 554 | $36K |
| Rockefeller Capital Management L.P. | 0.00% | New | 519 | $33K |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 472 | $31K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 455 | $29K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -0.4% | 455 | $29K |
| TD Private Client Wealth LLC | 0.00% | Reduce -12.8% | 408 | $26K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 400 | $26K |
| Creative Financial Designs Inc. | 0.00% | No change | 392 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | Add +32.3% | 389 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +175.0% | 352 | $23K |
| Binnacle Investments Inc | 0.01% | Add +22.6% | 358 | $23K |
| 2UniFi Bank | 0.01% | No change | 275 | $18K |
| Essential Partners LLC | 0.01% | Add +94.7% | 257 | $16K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -2.3% | 251 | $16K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.2% | 248 | $16K |
| Cornerstone Planning Group LLC | 0.00% | New | 251 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | New | 220 | $14K |
| Quarry LP | 0.00% | New | 219 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 199 | $13K |
| Mather Group, Llc. | 0.00% | New | 183 | $12K |
| Fifth Third Bancorp | 0.00% | Reduce -34.2% | 183 | $12K |
| Principal Securities, Inc. | 0.00% | Reduce -10.2% | 177 | $11K |
| Salomon & Ludwin, LLC | 0.00% | New | 171 | $11K |
| IFP Advisors, Inc | 0.00% | Add +5.7% | 168 | $11K |
| Clearstead Advisors, LLC | 0.00% | Reduce -54.3% | 161 | $10K |
| Allworth Financial LP | 0.00% | Add +21.3% | 154 | $10K |
| First Horizon Corp. | 0.00% | — | 151 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -73.5% | 117 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.8% | 107 | $7K |
| Quadrant Capital Group LLC | 0.00% | New | 103 | $7K |
| Optiver Holding B.V. | 0.00% | New | 102 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +250.0% | 98 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 93 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | New | 88 | $6K |
| Point72 Europe (London) LLP | 0.00% | New | 83 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 82 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 79 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 78 | $5K |
| Hemington Wealth Management | 0.00% | No change | 82 | $5K |
| UMB Bank, n.a. | 0.00% | Add +34.6% | 70 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 66 | $4K |
| Wealthspire Advisors, LLC | 0.00% | New | 57 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 50 | $3K |
| Red Tortoise LLC | 0.00% | No change | 50 | $3K |
| Larson Financial Group LLC | 0.00% | Add +1300.0% | 42 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 34 | $2K |
| Rothschild Investment LLC | 0.00% | Add +28.0% | 32 | $2K |
| TD Capital Management LLC | 0.00% | No change | 31 | $2K |
| Signaturefd, LLC | 0.00% | Add +11.1% | 30 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 29 | $2K |
| Point72 (DIFC) Ltd | 0.00% | New | 27 | $2K |
| True Wealth Design, LLC | 0.00% | Add +140.0% | 24 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -87.6% | 24 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 17 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +550.0% | 13 | $835 |
| Clearstead Trust, LLC | 0.00% | No change | 12 | $771 |
| Bell Investment Advisors, Inc | 0.00% | No change | 7 | $450 |
| Sunbelt Securities, Inc. | 0.00% | New | 5 | $321 |
| Fortitude Family Office, LLC | 0.00% | No change | 3 | $193 |
| Abound Wealth Management | 0.00% | No change | 3 | $193 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2 | $129 |
| HFM Investment Advisors, LLC | 0.00% | New | 2 | $128 |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $65 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $65 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $64 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $64 |
| Covestor Ltd | 0.00% | Reduce -30.0% | 7 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.