Lakeland FinancialLKFN
13F holders, Q1 2026 (March 31)235holders +8
24new positions
16sold out
7famous investors
$57.37avg. 13F price*
At the end of Q1 2026, 235 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, up 8 from Q4 2025. 24 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($202.9M), Neuberger Berman Group LLC ($124.3M) and State Street Corp. ($79.1M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Lakeland Financial Corp.
- CUSIP
- 511656100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $5.8M |
| Exits | 16 | $10.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,326,025 shares bought and 1,078,486 shares sold, net +247,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 3,536,366 | $202.9M |
| Neuberger Berman Group LLC | 0.09% | Add +21.5% | 2,165,397 | $124.3M |
| State Street Corp. | 0.00% | Add +8.2% | 1,378,699 | $79.1M |
| Vanguard Capital Management LLC | 0.00% | — | 1,098,043 | $63.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -17.1% | 869,268 | $49.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.8% | 672,171 | $38.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.1% | 636,788 | $36.5M |
| Silvercrest Asset Management Group LLC | 0.26% | Reduce -12.3% | 636,117 | $36.5M |
| Copeland Capital Management, LLC | 0.77% | Reduce -1.5% | 606,364 | $34.8M |
| Vanguard Portfolio Management LLC | 0.00% | — | 573,728 | $32.9M |
| Neumeier Poma Investment Counsel LLC | 2.26% | Reduce -0.8% | 478,164 | $27.4M |
| NFJ Investment Group, LLC | 0.99% | Add +0.9% | 453,232 | $26.0M |
| Two Sigma Investments, LP | 0.02% | Add +97.2% | 356,641 | $20.5M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +0.2% | 328,082 | $18.8M |
| Bank of America Corp. | 0.00% | Add +4.8% | 321,410 | $18.4M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 318,933 | $18.3M |
| Boston Trust Walden Corp | 0.14% | Reduce -11.7% | 303,942 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.0% | 294,848 | $16.9M |
| Raymond James Financial Inc. | 0.01% | Add +0.9% | 296,585 | $16.8M |
| FMR LLC | 0.00% | Add +18.5% | 230,027 | $13.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.6% | 224,843 | $12.9M |
| Morgan Stanley | 0.00% | Reduce -11.8% | 224,210 | $12.9M |
| Timucuan Asset Management Inc. | 0.44% | Add +5.3% | 210,411 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 204,490 | $11.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +12.5% | 195,093 | $11.2M |
| Citadel Advisors | 0.01% | Add +131.2% | 189,875 | $10.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 168,925 | $9.7M |
| Kennedy Capital Management LLC | 0.19% | Reduce -1.6% | 156,745 | $9.0M |
| Aptus Capital Advisors, LLC | 0.07% | Add +1.0% | 155,267 | $8.9M |
| Monarch Capital Management Inc. | 2.08% | Reduce -3.6% | 147,958 | $8.5M |
| Principal Financial Group Inc. | 0.00% | Add +0.9% | 122,986 | $7.1M |
| American Century Companies Inc. | 0.00% | Reduce -1.9% | 115,785 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 114,944 | $6.6M |
| ProShare Advisors LLC | 0.01% | Add +6.0% | 112,869 | $6.5M |
| Invesco Ltd. | 0.00% | Add +2.6% | 108,219 | $6.2M |
| D. E. Shaw & Co. | 0.01% | Add +37.5% | 105,188 | $6.0M |
| UBS Group AG | 0.00% | Add +168.9% | 102,400 | $5.9M |
| Nuveen, LLC | 0.00% | Add +15.3% | 96,479 | $5.5M |
| Public Sector Pension Investment Board | 0.02% | Add +2.0% | 90,185 | $5.2M |
| Point72 Asset Management | 0.01% | Reduce -6.7% | 82,888 | $4.8M |
| Rhumbline Advisers | 0.00% | Add +1.4% | 75,318 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.1% | 68,137 | $3.9M |
| SYM FINANCIAL Corp | 0.37% | Add +237.5% | 65,175 | $3.7M |
| Tudor Investment Corporation | 0.02% | Reduce -36.9% | 59,947 | $3.4M |
| AQR Capital Management | 0.00% | Reduce -26.6% | 59,214 | $3.4M |
| Renaissance Technologies | 0.01% | Reduce -55.0% | 58,544 | $3.4M |
| 1ST Source Bank | 0.17% | Add +19.9% | 58,434 | $3.4M |
| Millennium Management | 0.00% | Reduce -28.9% | 58,372 | $3.3M |
| Legal & General Group Plc | 0.00% | Reduce -10.2% | 56,600 | $3.2M |
| HRT Financial LP | 0.01% | Add +962.3% | 52,179 | $3.0M |
| Swiss National Bank | 0.00% | No change | 50,450 | $2.9M |
| Sei Investments Co. | 0.00% | Add +6.5% | 49,477 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 48,725 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.0% | 47,951 | $2.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.41% | No change | 42,854 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -56.5% | 42,835 | $2.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 42,300 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 41,989 | $2.4M |
| Citigroup Inc. | 0.00% | Add +8.5% | 41,053 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -50.6% | 40,184 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -31.3% | 38,990 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.6% | 37,350 | $2.1M |
| Gsa Capital Partners LLP | 0.13% | New | 37,068 | $2.1M |
| Squarepoint Ops LLC | 0.00% | Add +9.5% | 36,455 | $2.1M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -37.1% | 31,780 | $1.8M |
| ExodusPoint Capital Management, LP | 0.02% | Add +50.1% | 30,565 | $1.8M |
| Bridge City Capital, LLC | 0.49% | Reduce -0.7% | 30,520 | $1.8M |
| XTX Topco Ltd | 0.03% | Add +117.1% | 30,259 | $1.7M |
| Alliancebernstein L.P. | 0.00% | No change | 26,917 | $1.5M |
| Man Group plc | 0.00% | Add +47.3% | 25,562 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +6.7% | 25,526 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Add +174.1% | 25,406 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 24,790 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 24,737 | $1.4M |
| Trexquant Investment LP | 0.01% | Reduce -21.2% | 24,223 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +12.3% | 23,735 | $1.4M |
| Heartland Advisors Inc. | 0.07% | Add +3.3% | 23,501 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.0% | 22,708 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.6% | 21,776 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +87.1% | 21,532 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +2.0% | 21,165 | $1.2M |
| Barclays PLC | 0.00% | Reduce -55.8% | 20,358 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +23.7% | 19,805 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Add +2.0% | 19,112 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 17,878 | $1.0M |
| Quantbot Technologies LP | 0.04% | Add +79.6% | 17,827 | $1.0M |
| Marshall Wace, LLP | 0.00% | Reduce -40.0% | 17,673 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -23.5% | 17,652 | $1.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 17,436 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +5.9% | 16,191 | $929K |
| Uncommon Cents Investing LLC | 0.20% | No change | 15,266 | $876K |
| MetLife Investment Management, LLC | 0.00% | Add +1.9% | 13,999 | $803K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.6% | 13,471 | $772K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -2.1% | 13,374 | $767K |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 12,796 | $734K |
| Janus Henderson Group PLC | 0.00% | No change | 12,248 | $703K |
| Graham Capital Management, L.P. | 0.03% | New | 12,199 | $700K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 11,722 | $673K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.5% | 11,646 | $668K |
| Cerity Partners LLC | 0.00% | Add +9.7% | 11,478 | $659K |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.