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 |
| SG Americas Securities, LLC | 0.00% | Reduce -22.1% | 11,360 | $652K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.3% | 11,200 | $643K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.8% | 10,808 | $620K |
| Fifth Third Bancorp | 0.00% | Add +7035.7% | 10,204 | $585K |
| Vanguard Global Advisers, LLC | 0.00% | — | 9,835 | $564K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +107.4% | 9,764 | $560K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.16% | Reduce -13.4% | 9,682 | $556K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -3.2% | 9,649 | $546K |
| Pathway Financial Advisers, LLC | 0.15% | No change | 9,276 | $532K |
| Inspire Investing, LLC | 0.03% | Add +9.1% | 8,955 | $514K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.6% | 8,544 | $490K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 8,426 | $483K |
| Great Lakes Advisors, LLC | 0.00% | New | 8,073 | $463K |
| Amalgamated Bank | 0.00% | Reduce -2.0% | 7,259 | $417K |
| Quantinno Capital Management LP | 0.00% | Add +26.1% | 7,171 | $412K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -13.0% | 7,119 | $408K |
| Arizona State Retirement System | 0.00% | Reduce -1.8% | 7,012 | $402K |
| KFG Wealth Management, LLC | 0.05% | No change | 6,827 | $392K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.6% | 6,738 | $387K |
| Choreo, LLC | 0.00% | Reduce -0.1% | 6,727 | $386K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,630 | $380K |
| Bessemer Group Inc. | 0.00% | No change | 6,555 | $376K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 6,474 | $371K |
| Freestone Grove Partners LP | 0.00% | New | 6,447 | $370K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,402 | $368K |
| Numerai GP LLC | 0.04% | Reduce -13.8% | 6,412 | $368K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.3% | 6,237 | $358K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 6,230 | $357K |
| CX Institutional | 0.01% | No change | 6,052 | $347K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,030 | $346K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +23.1% | 5,984 | $343K |
| Intech Investment Management LLC | 0.00% | Reduce -39.3% | 5,960 | $342K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,796 | $333K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -1.7% | 5,738 | $329K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -84.6% | 5,574 | $320K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,500 | $316K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +16.2% | 5,490 | $315K |
| Mirabella Financial Services LLP | 0.03% | New | 5,387 | $309K |
| New York State Teachers Retirement System | 0.00% | Reduce -13.9% | 5,285 | $303K |
| Pathstone Holdings, LLC | 0.00% | New | 5,198 | $298K |
| PNC Financial Services Group, Inc. | 0.00% | Add +96.2% | 5,074 | $291K |
| Legato Capital Management LLC | 0.03% | No change | 4,861 | $279K |
| Dark Forest Capital Management LP | 0.02% | Reduce -33.3% | 4,822 | $277K |
| HighTower Advisors, LLC | 0.00% | Reduce -43.5% | 4,775 | $274K |
| Voya Investment Management LLC | 0.00% | Reduce -4.2% | 4,586 | $263K |
| Captrust Financial Advisors | 0.00% | Reduce -3.7% | 4,434 | $254K |
| Arkadios Wealth Advisors | 0.00% | Reduce -2.9% | 4,363 | $250K |
| Security Financial Services, INC. | 0.04% | No change | 4,222 | $242K |
| Odyssean, LLC | 0.09% | New | 4,186 | $240K |
| Entropy Technologies, LP | 0.01% | New | 4,100 | $235K |
| Canada Pension Plan Investment Board | 0.00% | No change | 4,000 | $230K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.2% | 3,998 | $229K |
| Sapient Capital LLC | 0.00% | No change | 3,950 | $227K |
| Cwm, LLC | 0.00% | Reduce -10.3% | 3,944 | $226K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,902 | $224K |
| Personal Cfo Solutions, LLC | 0.03% | Add +2.4% | 3,859 | $221K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.9% | 3,772 | $216K |
| Maryland State Retirement & Pension System | 0.00% | No change | 3,736 | $214K |
| Ieq Capital, LLC | 0.00% | Reduce -56.2% | 3,704 | $213K |
| Centiva Capital, LP | 0.01% | New | 3,543 | $203K |
| First Merchants Corp. | 0.01% | New | 3,500 | $201K |
| US Bancorp \de | 0.00% | Add +8.4% | 2,324 | $133K |
| State of Wyoming | 0.01% | Reduce -10.0% | 2,188 | $126K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,144 | $123K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,101 | $121K |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.9% | 1,962 | $111K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.1% | 1,525 | $88K |
| Advisory Services Network, LLC | 0.00% | New | 1,510 | $87K |
| Summit Securities Group LLC | 0.04% | New | 1,500 | $86K |
| Rockefeller Capital Management L.P. | 0.00% | Add +101.0% | 1,465 | $84K |
| GAMMA Investing LLC | 0.00% | Reduce -19.5% | 1,439 | $83K |
| KBC Group NV | 0.00% | No change | 998 | $57K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -33.9% | 756 | $43K |
| Arax Advisory Partners | 0.00% | Reduce -3.1% | 567 | $33K |
| TD Private Client Wealth LLC | 0.00% | Add +36.5% | 557 | $32K |
| Hantz Financial Services, Inc. | 0.00% | Add +119.6% | 516 | $30K |
| Salomon & Ludwin, LLC | 0.00% | Add +96.8% | 488 | $28K |
| Blue Trust, Inc. | 0.00% | Add +24.2% | 477 | $27K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.5% | 456 | $26K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 400 | $23K |
| Creative Financial Designs Inc. | 0.00% | No change | 392 | $22K |
| Nisa Investment Advisors, LLC | 0.00% | Add +9.0% | 351 | $20K |
| Osaic Holdings, Inc. | 0.00% | Add +34.2% | 310 | $18K |
| Public Employees Retirement System of Ohio | 0.00% | Add +8.2% | 277 | $16K |
| 2UniFi Bank | 0.01% | No change | 275 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.2% | 254 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -32.2% | 253 | $15K |
| UMB Bank, n.a. | 0.00% | Reduce -13.0% | 221 | $13K |
| Harbour Investments, Inc. | 0.00% | Reduce -89.1% | 217 | $12K |
| Destiny Wealth Partners, LLC | 0.00% | New | 195 | $11K |
| Mather Group, Llc. | 0.00% | New | 183 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +61.0% | 169 | $10K |
| Allworth Financial LP | 0.00% | Add +32.5% | 151 | $9K |
| First Horizon Corp. | 0.00% | Add +39.3% | 124 | $7K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -41.4% | 123 | $7K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.0% | 98 | $6K |
| Quadrant Capital Group LLC | 0.00% | Reduce -9.2% | 89 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +256.5% | 82 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -10.2% | 79 | $5K |
| Root Financial Partners, LLC | 0.00% | Add +14.1% | 73 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | New | 62 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 55 | $3K |
| Versant Capital Management, Inc | 0.00% | New | 51 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 50 | $3K |
| Red Tortoise LLC | 0.00% | No change | 50 | $3K |
| MAI Capital Management | 0.00% | Add +128.6% | 48 | $3K |
| Whipplewood Advisors, LLC | 0.00% | New | 46 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -57.0% | 43 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 42 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -37.9% | 36 | $2K |
| Essential Partners LLC | 0.00% | Reduce -60.0% | 34 | $2K |
| TD Capital Management LLC | 0.00% | No change | 31 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +15.4% | 30 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 30 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 29 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 28 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -10.0% | 27 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -17.2% | 24 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -94.5% | 21 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +300.0% | 20 | $1K |
| MidFirst Bank | 0.00% | No change | 19 | $1K |
| Covestor Ltd | 0.00% | Add +33.3% | 12 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 15 | $861 |
| Kilter Group LLC | 0.00% | New | 10 | $574 |
| Simplex Trading, LLC | 0.00% | New | 9 | $516 |
| Wall Street Financial Group, Inc. | 0.00% | New | 8 | $459 |
| True Wealth Design, LLC | 0.00% | Reduce -40.0% | 6 | $345 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 5 | $287 |
| Gilpin Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $230 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -60.0% | 4 | $230 |
| Abound Wealth Management | 0.00% | No change | 3 | $173 |
| Fortitude Family Office, LLC | 0.00% | Add +50.0% | 3 | $172 |
| Sunbelt Securities, Inc. | 0.00% | New | 2 | $115 |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $58 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -66.7% | 1 | $58 |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.