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 |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.0% | 11,510 | $657K |
| HSBC Holdings PLC | 0.00% | New | 11,505 | $654K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.0% | 11,354 | $648K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.20% | Reduce -0.9% | 11,183 | $638K |
| Cerity Partners LLC | 0.00% | Reduce -23.6% | 10,463 | $597K |
| Engineers Gate Manager LP | 0.01% | Add +47.5% | 10,040 | $573K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -1.9% | 9,964 | $572K |
| Quantbot Technologies LP | 0.02% | Add +44.5% | 9,924 | $566K |
| Comerica Bank | 0.00% | Reduce -15.5% | 9,856 | $562K |
| Intech Investment Management LLC | 0.01% | Reduce -9.9% | 9,818 | $560K |
| Pathway Financial Advisers, LLC | 0.15% | No change | 9,276 | $529K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -54.2% | 9,270 | $529K |
| Aquatic Capital Management LLC | 0.01% | Add +158.8% | 8,577 | $489K |
| Ieq Capital, LLC | 0.00% | Reduce -43.6% | 8,462 | $483K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 8,450 | $482K |
| Inspire Investing, LLC | 0.04% | Add +16.0% | 8,212 | $469K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -13.4% | 8,184 | $467K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.4% | 7,521 | $429K |
| Numerai GP LLC | 0.05% | Reduce -40.1% | 7,440 | $425K |
| Amalgamated Bank | 0.00% | Reduce -1.6% | 7,405 | $423K |
| Dark Forest Capital Management LP | 0.02% | Reduce -81.3% | 7,233 | $413K |
| Arizona State Retirement System | 0.00% | Reduce -5.3% | 7,137 | $407K |
| Yousif Capital Management, LLC | 0.00% | Reduce -13.1% | 6,849 | $403K |
| KFG Wealth Management, LLC | 0.05% | Reduce -46.8% | 6,827 | $390K |
| Choreo, LLC | 0.00% | Reduce -3.1% | 6,734 | $387K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,630 | $378K |
| Bessemer Group Inc. | 0.00% | Add +0.5% | 6,555 | $374K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -8.7% | 6,474 | $369K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -11.7% | 6,402 | $366K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 6,320 | $361K |
| New York State Teachers Retirement System | 0.00% | No change | 6,140 | $350K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -7.3% | 5,796 | $345K |
| CX Institutional | 0.01% | Add +0.9% | 6,052 | $345K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,030 | $344K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +1.7% | 5,838 | $333K |
| Quantinno Capital Management LP | 0.00% | Add +16.9% | 5,685 | $324K |
| KLP Kapitalforvaltning As | 0.00% | Add +10.0% | 5,500 | $314K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -18.4% | 5,487 | $313K |
| iSAM Funds (UK) Ltd | 0.11% | New | 5,220 | $298K |
| HRT Financial LP | 0.00% | Reduce -52.2% | 4,912 | $280K |
| Legato Capital Management LLC | 0.02% | Reduce -48.0% | 4,861 | $277K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,860 | $277K |
| Voya Investment Management LLC | 0.00% | No change | 4,785 | $273K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -5.0% | 4,723 | $271K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -70.2% | 4,708 | $269K |
| Captrust Financial Advisors | 0.00% | Reduce -8.0% | 4,603 | $263K |
| Arkadios Wealth Advisors | 0.01% | Add +13.5% | 4,494 | $256K |
| Cwm, LLC | 0.00% | Reduce -15.9% | 4,398 | $251K |
| Security Financial Services, INC. | 0.04% | Reduce -63.2% | 4,222 | $241K |
| Victory Capital Management Inc. | 0.00% | Reduce -99.5% | 4,007 | $229K |
| Canada Pension Plan Investment Board | 0.00% | New | 4,000 | $228K |
| Sapient Capital LLC | 0.00% | No change | 3,950 | $227K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,902 | $223K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,843 | $219K |
| Jump Financial, LLC | 0.00% | New | 3,771 | $215K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -10.3% | 3,768 | $215K |
| Maryland State Retirement & Pension System | 0.00% | Add +1.8% | 3,736 | $213K |
| Los Angeles Capital Management LLC | 0.00% | No change | 3,318 | $190K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +196.6% | 2,589 | $148K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.6% | 2,586 | $148K |
| State of Wyoming | 0.02% | Add +16.7% | 2,431 | $139K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -65.9% | 2,144 | $122K |
| US Bancorp \de | 0.00% | Reduce -3.2% | 2,143 | $122K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.8% | 2,108 | $120K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,101 | $120K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,995 | $114K |
| GAMMA Investing LLC | 0.01% | Add +7.1% | 1,788 | $102K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,144 | $65K |
| KBC Group NV | 0.00% | No change | 998 | $57K |
| Global Retirement Partners, LLC | 0.00% | Add +118.9% | 996 | $57K |
| Sterling Capital Management LLC | 0.00% | Reduce -8.4% | 741 | $42K |
| Rockefeller Capital Management L.P. | 0.00% | Add +40.5% | 729 | $42K |
| Arax Advisory Partners | 0.00% | Reduce -91.1% | 585 | $33K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -0.7% | 452 | $26K |
| TD Private Client Wealth LLC | 0.00% | No change | 408 | $23K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 400 | $23K |
| Creative Financial Designs Inc. | 0.00% | No change | 392 | $22K |
| Blue Trust, Inc. | 0.00% | Reduce -30.7% | 384 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -62.1% | 381 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -42.4% | 373 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -17.2% | 322 | $18K |
| 2UniFi Bank | 0.01% | No change | 275 | $16K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.2% | 256 | $15K |
| Cornerstone Planning Group LLC | 0.00% | No change | 251 | $15K |
| UMB Bank, n.a. | 0.00% | Add +262.9% | 254 | $14K |
| Salomon & Ludwin, LLC | 0.00% | Add +45.0% | 248 | $14K |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.1% | 231 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -33.2% | 235 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.7% | 226 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -16.3% | 210 | $12K |
| Fifth Third Bancorp | 0.00% | Reduce -21.9% | 143 | $8K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 143 | $8K |
| Allworth Financial LP | 0.00% | Reduce -26.0% | 114 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.9% | 105 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -40.5% | 100 | $6K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.8% | 98 | $6K |
| First Horizon Corp. | 0.00% | Reduce -41.1% | 89 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +11.4% | 88 | $5K |
| Quarry LP | 0.00% | Reduce -60.3% | 87 | $5K |
| Essential Partners LLC | 0.00% | Reduce -66.9% | 85 | $5K |
| Root Financial Partners, LLC | 0.00% | Reduce -3.0% | 64 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -43.1% | 58 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 50 | $3K |
| Red Tortoise LLC | 0.00% | No change | 50 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -64.1% | 42 | $2K |
| TD Capital Management LLC | 0.00% | No change | 31 | $2K |
| Signaturefd, LLC | 0.00% | No change | 30 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 29 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -9.4% | 29 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -71.4% | 28 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 26 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +76.9% | 23 | $1K |
| MAI Capital Management | 0.00% | New | 21 | $1K |
| MidFirst Bank | 0.00% | — | 19 | $1K |
| Covestor Ltd | 0.00% | Add +28.6% | 9 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -11.8% | 15 | $856 |
| True Wealth Design, LLC | 0.00% | Reduce -58.3% | 10 | $571 |
| JFS Wealth Advisors, LLC | 0.00% | Add +400.0% | 10 | $571 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 8 | $456 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 5 | $285 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 5 | $285 |
| Abound Wealth Management | 0.00% | No change | 3 | $172 |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $172 |
| Fortitude Family Office, LLC | 0.00% | Reduce -33.3% | 2 | $114 |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $58 |
| Gilpin Wealth Management, LLC | 0.00% | — | 1 | $58 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $57 |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.