Lakeland FinancialLKFN
13F holders, Q4 2025 (December 31)227holders −18
17new positions
32sold out
7famous investors
$57.07avg. 13F price*
At the end of Q4 2025, 227 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, down 18 from Q3 2025. 17 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($203.2M), Vanguard Group Inc. ($107.7M) and Neuberger Berman Group LLC ($101.7M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Lakeland Financial Corp.
- CUSIP
- 511656100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $14.8M |
| Exits | 32 | $11.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,303,851 shares bought and 1,751,643 shares sold, net −447,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| BlackRock, Inc. | 0.00% | Add +1.0% | 3,561,209 | $203.2M |
| Vanguard Group Inc. | 0.00% | Add +1.1% | 1,887,812 | $107.7M |
| Neuberger Berman Group LLC | 0.08% | Reduce -5.6% | 1,782,838 | $101.7M |
| State Street Corp. | 0.00% | Reduce -4.0% | 1,274,040 | $72.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 1,049,197 | $59.9M |
| Silvercrest Asset Management Group LLC | 0.28% | Reduce -15.7% | 724,936 | $41.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.8% | 706,224 | $40.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 617,754 | $35.3M |
| Copeland Capital Management, LLC | 0.78% | Reduce -5.5% | 615,680 | $35.1M |
| Neumeier Poma Investment Counsel LLC | 2.27% | Reduce -2.3% | 482,244 | $27.5M |
| NFJ Investment Group, LLC | 0.92% | Reduce -5.4% | 449,242 | $25.6M |
| Boston Trust Walden Corp | 0.15% | Reduce -7.8% | 344,319 | $19.6M |
| Northern Trust Corp. | 0.00% | Reduce -4.7% | 330,005 | $18.8M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Reduce -0.6% | 327,362 | $18.7M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 306,826 | $17.5M |
| Ameriprise Financial Inc. | 0.00% | Add +7.9% | 297,791 | $17.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.4% | 293,813 | $16.8M |
| Morgan Stanley | 0.00% | Add +38.9% | 254,055 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.4% | 251,470 | $14.3M |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 207,605 | $11.8M |
| Timucuan Asset Management Inc. | 0.37% | No change | 199,761 | $11.4M |
| FMR LLC | 0.00% | Add +25.0% | 194,183 | $11.1M |
| Two Sigma Investments, LP | 0.02% | Add +61.2% | 180,881 | $10.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +120.6% | 173,428 | $9.9M |
| Kennedy Capital Management LLC | 0.19% | Add +19.9% | 159,236 | $9.1M |
| Aptus Capital Advisors, LLC | 0.07% | Add +0.4% | 153,707 | $8.8M |
| Monarch Capital Management Inc. | 2.15% | Reduce -0.3% | 153,465 | $8.8M |
| Renaissance Technologies | 0.01% | Add +122.2% | 130,229 | $7.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.2% | 121,884 | $7.0M |
| American Century Companies Inc. | 0.00% | Reduce -6.5% | 118,001 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 116,625 | $6.7M |
| ProShare Advisors LLC | 0.01% | Add +10.6% | 106,514 | $6.1M |
| Invesco Ltd. | 0.00% | Reduce -2.4% | 105,493 | $6.0M |
| Jane Street Group, LLC | 0.01% | Add +64.9% | 98,369 | $5.6M |
| Tudor Investment Corporation | 0.03% | New | 94,922 | $5.4M |
| Point72 Asset Management | 0.01% | Add +957.9% | 88,866 | $5.1M |
| Public Sector Pension Investment Board | 0.02% | Reduce -11.2% | 88,399 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.3% | 84,179 | $4.8M |
| Nuveen, LLC | 0.00% | Reduce -1.4% | 83,689 | $4.8M |
| Two Sigma Advisers, LP | 0.01% | Add +111.3% | 82,400 | $4.7M |
| Citadel Advisors | 0.00% | Add +169.1% | 82,145 | $4.7M |
| Millennium Management | 0.00% | Add +148.1% | 82,130 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +25.1% | 81,369 | $4.6M |
| AQR Capital Management | 0.00% | Reduce -32.0% | 80,624 | $4.6M |
| D. E. Shaw & Co. | 0.00% | Add +43.5% | 76,503 | $4.4M |
| Rhumbline Advisers | 0.00% | Reduce -4.6% | 74,306 | $4.2M |
| Legal & General Group Plc | 0.00% | Reduce -7.7% | 63,050 | $3.6M |
| First Trust Advisors LP | 0.00% | Add +13.7% | 56,758 | $3.2M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -37.8% | 50,529 | $2.9M |
| Swiss National Bank | 0.00% | Add +2.0% | 50,450 | $2.9M |
| 1ST Source Bank | 0.15% | No change | 48,744 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -10.6% | 47,908 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.4% | 47,486 | $2.7M |
| Sei Investments Co. | 0.00% | Add +7.2% | 46,453 | $2.7M |
| Barclays PLC | 0.00% | Add +23.1% | 46,054 | $2.6M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.27% | No change | 42,854 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -8.4% | 42,833 | $2.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 42,300 | $2.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +76.4% | 41,856 | $2.4M |
| Assenagon Asset Management S.A. | 0.00% | Add +434.0% | 39,447 | $2.3M |
| UBS Group AG | 0.00% | Reduce -52.3% | 38,085 | $2.2M |
| Citigroup Inc. | 0.00% | Add +36.6% | 37,823 | $2.2M |
| Campbell & CO Investment Adviser LLC | 0.10% | Add +785.3% | 36,192 | $2.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -10.3% | 33,299 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +23.8% | 32,585 | $1.9M |
| AlphaQuest LLC | 0.10% | Add +181.7% | 32,545 | $1.9M |
| Bridge City Capital, LLC | 0.52% | Reduce -13.8% | 30,742 | $1.8M |
| Trexquant Investment LP | 0.02% | Add +29.0% | 30,730 | $1.8M |
| Marshall Wace, LLP | 0.00% | New | 29,480 | $1.7M |
| Alliancebernstein L.P. | 0.00% | No change | 26,917 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +5.8% | 24,942 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -3.4% | 24,560 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -6.7% | 23,921 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.7% | 23,416 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.1% | 23,080 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.8% | 23,073 | $1.3M |
| Heartland Advisors Inc. | 0.07% | Reduce -1.3% | 22,744 | $1.3M |
| Verition Fund Management LLC | 0.01% | New | 22,709 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -8.3% | 21,139 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +1.1% | 20,743 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | Add +71.9% | 20,360 | $1.2M |
| SYM FINANCIAL Corp | 0.11% | Reduce -2.5% | 19,312 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -29.7% | 18,736 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 17,878 | $1.0M |
| Man Group plc | 0.00% | New | 17,360 | $991K |
| Sippican Capital Advisors | 0.63% | Reduce -27.5% | 17,164 | $979K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.5% | 16,005 | $913K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.8% | 15,284 | $872K |
| Uncommon Cents Investing LLC | 0.21% | No change | 15,266 | $871K |
| SG Americas Securities, LLC | 0.00% | Add +47.1% | 14,583 | $832K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.8% | 13,982 | $797K |
| XTX Topco Ltd | 0.02% | New | 13,935 | $795K |
| MetLife Investment Management, LLC | 0.00% | Reduce -8.3% | 13,745 | $784K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -2.1% | 13,662 | $780K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 13,328 | $760K |
| LPL Financial LLC | 0.00% | Add +7.2% | 13,213 | $754K |
| Janus Henderson Group PLC | 0.00% | No change | 12,248 | $698K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,758 | $671K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.2% | 11,706 | $668K |
| Louisiana State Employees Retirement System | 0.01% | No change | 11,700 | $668K |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.