Lakeland FinancialLKFN

13F holders, Q2 2026 (June 30)
255holders +20
41new positions
20sold out
7famous investors
$61.74avg. 13F price*

At the end of Q2 2026, 255 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, up 20 from Q1 2026. 41 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($224.6M), Neuberger Berman Group LLC ($134.3M) and State Street Corp. ($88.1M). 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

0100200300 Q1 2024: 223Q1 2024Q2 2024: 216Q2 2024Q3 2024: 234Q3 2024Q4 2024: 231Q4 2024Q1 2025: 244Q1 2025Q2 2025: 235Q2 2025Q3 2025: 245Q3 2025Q4 2025: 227Q4 2025Q1 2026: 235Q1 2026Q2 2026: 255Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions41$13.4M
Exits20$10.1M

All 13F filers, Q1 2026 → Q2 2026: 1,923,338 shares bought and 1,734,219 shares sold, net +189,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 255 holders

BlackRock, Inc. 0.00% Add +2.9% 3,639,015 $224.6M
Neuberger Berman Group LLC 0.09% Add +0.5% 2,175,765 $134.3M
State Street Corp. 0.00% Add +3.6% 1,428,098 $88.1M
Vanguard Capital Management LLC 0.00% Reduce -3.0% 1,065,329 $65.8M
Charles Schwab Investment Management Inc. 0.01% Add +8.2% 940,862 $58.1M
Dimensional Fund Advisors LP 0.01% Add +2.2% 687,078 $42.4M
Fuller & Thaler Asset Management, Inc. 0.11% Add +107.2% 679,655 $41.9M
Geode Capital Management, LLC 0.00% Add +3.9% 661,616 $40.8M
Vanguard Portfolio Management LLC 0.00% Add +4.4% 598,952 $37.0M
Silvercrest Asset Management Group LLC 0.24% Reduce -7.4% 588,817 $36.3M
Neumeier Poma Investment Counsel LLC 2.10% Add +4.0% 497,399 $30.7M
Two Sigma Investments, LP 0.02% Add +17.1% 417,612 $25.8M
American Century Companies Inc. 0.01% Add +207.0% 355,466 $21.9M
Raymond James Financial Inc. 0.01% Add +1.2% 300,208 $18.5M
Boston Trust Walden Corp 0.14% Reduce -3.3% 293,880 $18.1M
Ameriprise Financial Inc. 0.00% Reduce -0.9% 292,152 $18.0M
Northern Trust Corp. 0.00% Reduce -14.8% 271,574 $16.8M
FMR LLC 0.00% Add +9.9% 252,764 $15.6M
Citadel Advisors 0.01% Add +27.5% 242,114 $14.9M
Qube Research & Technologies Ltd 0.02% Add +23.6% 241,188 $14.9M
NFJ Investment Group, LLC 0.49% Reduce -48.6% 232,747 $14.4M
Morgan Stanley 0.00% Add +1.3% 227,207 $14.0M
Bank of America Corp. 0.00% Reduce -32.6% 216,625 $13.4M
Timucuan Asset Management Inc. 0.48% No change 210,411 $13.0M
Bank of New York Mellon Corp 0.00% Add +1.9% 208,318 $12.9M
AQR Capital Management 0.00% Add +244.0% 203,681 $12.6M
Goldman Sachs Group Inc. 0.00% Reduce -10.7% 200,893 $12.4M
Vanguard Fiduciary Trust Co. 0.00% Add +2.4% 172,916 $10.7M
Aptus Capital Advisors, LLC 0.07% Add +0.6% 156,213 $9.6M
Kennedy Capital Management LLC 0.17% Reduce -2.8% 152,293 $9.4M
Monarch Capital Management Inc. 2.08% Reduce -0.8% 146,833 $9.1M
UBS Group AG 0.00% Add +23.6% 126,602 $7.8M
D. E. Shaw & Co. 0.01% Add +16.9% 122,938 $7.6M
Principal Financial Group Inc. 0.00% Reduce -1.4% 121,241 $7.5M
ProShare Advisors LLC 0.01% Add +0.2% 113,127 $7.0M
Millennium Management 0.00% Add +90.9% 111,414 $6.9M
Invesco Ltd. 0.00% Reduce -6.4% 101,334 $6.3M
Point72 Asset Management 0.01% Add +20.4% 99,820 $6.2M
Nuveen, LLC 0.00% Add +0.5% 96,932 $6.0M
Public Sector Pension Investment Board 0.01% Reduce -5.1% 85,608 $5.3M
Arrowstreet Capital, Limited Partnership 0.00% Add +876.0% 82,235 $5.1M
Renaissance Technologies 0.01% Add +24.6% 72,968 $4.5M
Rhumbline Advisers 0.00% Reduce -11.4% 66,749 $4.1M
Squarepoint Ops LLC 0.01% Add +76.4% 64,317 $4.0M
Wells Fargo & Company 0.00% Add +46.3% 58,784 $3.6M
Man Group plc 0.01% Add +126.8% 57,985 $3.6M
Legal & General Group Plc 0.00% Add +1.1% 57,209 $3.5M
ExodusPoint Capital Management, LP 0.03% Add +73.0% 52,885 $3.3M
Swiss National Bank 0.00% Reduce -1.6% 49,650 $3.1M
Tudor Investment Corporation 0.01% Reduce -17.6% 49,386 $3.0M
JPMorgan Chase & Co. 0.00% Reduce -29.7% 47,910 $3.0M
1ST Source Bank 0.13% Reduce -18.4% 47,696 $2.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.9% 47,503 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +22.5% 45,747 $2.8M
Bridge City Capital, LLC 0.59% Add +36.8% 41,741 $2.6M
First Trust Advisors LP 0.00% Add +3.0% 40,161 $2.5M
Y-Intercept (Hong Kong) Ltd 0.04% New 35,842 $2.2M
Rosenthal | Henry Capital Advisors, Inc. 1.86% Reduce -19.6% 34,454 $2.1M
XTX Topco Ltd 0.02% Add +2.2% 30,924 $1.9M
SYM FINANCIAL Corp 0.15% Reduce -52.9% 30,711 $1.9M
California State Teachers Retirement System 0.00% Add +16.8% 28,884 $1.8M
BNP Paribas Financial Markets 0.00% Add +33.0% 28,626 $1.8M
Deutsche Bank AG 0.00% Add +16.6% 27,668 $1.7M
Sei Investments Co. 0.00% Reduce -45.8% 26,828 $1.7M
Citigroup Inc. 0.00% Reduce -36.9% 25,903 $1.6M
Prudential Financial Inc. 0.00% Add +0.8% 25,736 $1.6M
Dark Forest Capital Management LP 0.10% Add +420.4% 25,093 $1.5M
Campbell & CO Investment Adviser LLC 0.08% Add +328.8% 23,900 $1.5M
Ieq Capital, LLC 0.01% Add +544.6% 23,875 $1.5M
Alliancebernstein L.P. 0.00% Reduce -5.7% 25,377 $1.5M
Wesbanco Bank Inc. 0.04% New 23,300 $1.4M
Heartland Advisors Inc. 0.06% Reduce -1.1% 23,248 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -2.1% 22,234 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.0% 21,769 $1.3M
New York State Common Retirement Fund 0.00% Add +20.0% 21,455 $1.3M
WINTON GROUP Ltd 0.04% Add +1.1% 21,407 $1.3M
Envestnet Asset Management Inc. 0.00% Reduce -81.7% 21,012 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +17.9% 20,819 $1.3M
Trexquant Investment LP 0.01% Reduce -15.1% 20,568 $1.3M
Quantinno Capital Management LP 0.00% Add +174.8% 19,703 $1.2M
Cetera Investment Advisers 0.00% Reduce -25.6% 18,442 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -57.1% 18,165 $1.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 17,436 $1.1M
Quadrature Capital Ltd 0.01% New 16,999 $1.0M
Russell Investments Group, Ltd. 0.00% Add +3.6% 16,770 $1.0M
Quantbot Technologies LP 0.04% Reduce -10.3% 15,983 $986K
Uncommon Cents Investing LLC 0.20% No change 15,266 $942K
Cerity Partners LLC 0.00% Add +26.3% 14,493 $895K
Mirabella Financial Services LLP 0.09% Add +168.1% 14,442 $891K
MetLife Investment Management, LLC 0.00% Add +3.1% 14,429 $891K
Rafferty Asset Management, LLC 0.00% Reduce -26.3% 14,078 $869K
Graham Capital Management, L.P. 0.03% Add +14.6% 13,975 $863K
SG Americas Securities, LLC 0.00% Add +18.6% 13,472 $831K
Illinois Municipal Retirement Fund 0.01% Reduce -0.3% 13,330 $823K
Mariner, LLC 0.00% New 12,797 $790K
Jupiter Topco LLC 0.00% — 12,248 $756K
Elo Mutual Pension Insurance Co 0.01% New 11,780 $727K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 11,722 $723K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.9% 11,428 $705K
Inspire Investing, LLC 0.03% Add +23.3% 11,041 $681K
Louisiana State Employees Retirement System 0.01% Reduce -2.7% 10,900 $673K
Royal Bank of Canada 0.00% Reduce -77.7% 10,853 $670K
Fi3 FINANCIAL ADVISORS, LLC 0.16% Reduce -77.1% 2,213 $668K
Jain Global LLC 0.01% New 10,724 $662K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.5% 10,541 $651K
Jump Financial, LLC 0.01% New 10,525 $650K
Gsa Capital Partners LLP 0.04% Reduce -71.9% 10,406 $642K
LPL Financial LLC 0.00% Reduce -19.0% 10,369 $640K
Vanguard Global Advisers, LLC 0.00% No change 9,835 $607K
Smartleaf Asset Management LLC 0.02% No change 9,649 $589K
Barclays PLC 0.00% Reduce -53.1% 9,543 $589K
Numerai GP LLC 0.05% Add +47.0% 9,424 $582K
Pathway Financial Advisers, LLC 0.14% No change 9,276 $573K
State of Alaska, Department of Revenue 0.01% Reduce -31.5% 9,226 $569K
Freestone Grove Partners LP 0.00% Add +41.2% 9,103 $562K
HSBC Holdings PLC 0.00% New 8,605 $529K
Mercer Global Advisors Inc. 0.00% New 8,481 $523K
Corient Private Wealth LP 0.00% New 8,344 $515K
Great Lakes Advisors, LLC 0.00% Reduce -1.8% 7,929 $489K
Wealth Enhancement Advisory Services, LLC 0.00% New 7,734 $467K
Police & Firemen's Retirement System of New Jersey 0.00% Add +13.1% 7,320 $452K
Sequoia Financial Advisors, LLC 0.00% New 7,207 $445K
Arizona State Retirement System 0.00% Reduce -2.6% 6,832 $422K
KFG Wealth Management, LLC 0.05% No change 6,827 $421K
Legato Capital Management LLC 0.03% Add +40.4% 6,825 $421K
Amalgamated Bank 0.00% Reduce -7.8% 6,689 $413K
Steward Partners Investment Advisory, LLC 0.00% New 6,679 $412K
State Board of Administration of Florida Retirement System 0.00% No change 6,630 $409K
Yousif Capital Management, LLC 0.00% Reduce -1.8% 6,615 $408K
Choreo, LLC 0.00% Reduce -2.5% 6,561 $405K
iSAM Funds (UK) Ltd 0.28% New 6,500 $401K
Captrust Financial Advisors 0.00% Add +46.3% 6,485 $400K
Atom Investors LP 0.04% New 6,481 $400K
Teachers Retirement System of the State of Kentucky 0.00% No change 6,402 $395K
Vanguard Investments Australia, Ltd. 0.00% No change 6,230 $385K
Susquehanna International Group, LLP 0.00% Reduce -69.4% 6,060 $374K
CX Institutional 0.01% No change 6,052 $374K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +10.2% 6,048 $373K
New York State Teachers Retirement System 0.00% Add +14.3% 6,040 $373K
Handelsbanken Fonder AB 0.00% No change 6,030 $372K
PNC Financial Services Group, Inc. 0.00% Add +18.6% 6,016 $371K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 5,984 $369K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -5.3% 5,908 $365K
O'shaughnessy Asset Management, LLC 0.00% Reduce -31.0% 5,897 $364K
Fifth Third Bancorp 0.00% Reduce -43.1% 5,809 $359K
State of Tennessee, Department of Treasury 0.00% No change 5,796 $358K
Jane Street Group, LLC 0.00% Reduce -86.6% 5,745 $355K
Pathstone Holdings, LLC 0.00% Add +10.1% 5,723 $353K
Axq Capital, LP 0.04% New 5,687 $351K
Oregon Public Employees Retirement Fund 0.00% Reduce -1.7% 5,638 $348K
KLP Kapitalforvaltning As 0.00% No change 5,500 $339K
Schonfeld Strategic Advisors LLC 0.00% Reduce -44.9% 5,383 $332K
Marshall Wace, LLP 0.00% Reduce -69.5% 5,382 $332K
Intech Investment Management LLC 0.00% Reduce -10.5% 5,333 $329K
Voya Investment Management LLC 0.00% Add +10.1% 5,049 $312K
HighTower Advisors, LLC 0.00% Reduce -0.9% 4,730 $292K
Arkadios Wealth Advisors 0.00% Add +1.1% 4,409 $272K
Security Financial Services, INC. 0.04% No change 4,222 $261K
Odyssean, LLC 0.04% No change 4,186 $258K
Inceptionr LLC 0.06% New 4,091 $252K
Canada Pension Plan Investment Board 0.00% No change 4,000 $247K
Sapient Capital LLC 0.00% No change 3,950 $244K
Public Employees Retirement Association of Colorado 0.00% No change 3,902 $241K
Pictet Asset Management Holding SA 0.00% Add +1.1% 3,812 $235K
Victory Capital Management Inc. 0.00% Reduce -5.4% 3,781 $233K
DRW Securities, LLC 0.01% New 3,751 $232K
Aquatic Capital Management LLC 0.01% New 3,737 $231K
Creative Planning 0.00% New 3,662 $226K
Maryland State Retirement & Pension System 0.00% Reduce -2.7% 3,636 $224K
MQS Management LLC 0.27% New 3,579 $221K
First Merchants Corp. 0.01% No change 3,500 $216K
Bank of Montreal 0.00% New 3,458 $213K
State of Wisconsin Investment Board 0.00% New 3,354 $207K
Revolve Wealth Partners, LLC 0.02% New 3,340 $206K
Ameritas Investment Partners, Inc. 0.00% Add +7.2% 2,252 $139K
Ensign Peak Advisors, Inc 0.00% No change 2,144 $132K
US Bancorp \de 0.00% Reduce -8.0% 2,139 $132K
Jones Financial Companies LLLP 0.00% Reduce -0.5% 1,953 $122K
Arax Advisory Partners 0.00% Add +212.9% 1,774 $109K
GAMMA Investing LLC 0.00% Add +17.4% 1,689 $104K
Rockefeller Capital Management L.P. 0.00% No change 1,465 $90K
Tower Research Capital LLC (TRC) 0.00% Reduce -11.6% 1,348 $83K
KBC Group NV 0.00% No change 998 $62K
Blue Trust, Inc. 0.00% Add +76.3% 841 $52K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +2.1% 772 $48K
TD Private Client Wealth LLC 0.00% Add +37.3% 765 $47K
Nisa Investment Advisors, LLC 0.00% Add +101.1% 706 $44K
Allworth Financial LP 0.00% Add +336.4% 659 $41K
Global Retirement Partners, LLC 0.00% — 614 $38K
Osaic Holdings, Inc. 0.00% Add +71.0% 530 $33K
Salomon & Ludwin, LLC 0.00% No change 488 $31K
Hantz Financial Services, Inc. 0.00% Reduce -10.5% 462 $29K
Indiana Trust & Investment Management Co 0.01% No change 400 $25K
Creative Financial Designs Inc. 0.00% No change 392 $24K
EverSource Wealth Advisors, LLC 0.00% Add +47.4% 373 $23K
Public Employees Retirement System of Ohio 0.00% Add +9.0% 302 $19K
Bessemer Group Inc. 0.00% Reduce -96.0% 262 $17K
NBH Bank 0.01% — 275 $17K
UMB Bank, n.a. 0.00% Add +20.8% 267 $16K
Sterling Capital Management LLC 0.00% Reduce -45.4% 249 $15K
First Horizon Corp. 0.00% Add +56.5% 194 $12K
Essential Partners LLC 0.01% Add +450.0% 187 $12K
Mather Group, Llc. 0.00% No change 183 $11K
IFP Advisors, Inc 0.00% Add +307.0% 175 $11K
Harbor Capital Advisors, Inc. 0.00% No change 169 $10K
Nykredit A/S 0.00% — 150 $9K
Farther Finance Advisors, LLC 0.00% Add +76.8% 145 $9K
Optiver Holding B.V. 0.00% Add +294.4% 142 $9K
Retirement Wealth Solutions LLC 0.00% Add +0.8% 124 $8K
Los Angeles Capital Management LLC 0.00% No change 98 $6K
Synergy Investment Management, LLC 0.00% New 84 $5K
WPG Advisers, LLC 0.00% Add +72.0% 86 $5K
Rothschild Investment LLC 0.00% Add +245.8% 83 $5K
Physician Wealth Advisors, Inc. 0.00% No change 79 $5K
Quarry LP 0.00% New 72 $4K
Parkside Financial Bank & Trust 0.00% Add +61.9% 68 $4K
Brown Brothers Harriman & Co. 0.00% No change 62 $4K
SJS Investment Consulting Inc. 0.00% Add +5500.0% 56 $3K
Aster Capital Management (DIFC) Ltd 0.00% New 56 $3K
Whittier Trust Co. of Nevada Inc. 0.00% No change 55 $3K
Ameriflex Group, Inc. 0.00% New 52 $3K
Versant Capital Management, Inc 0.00% No change 51 $3K
Bare Financial Services, Inc 0.00% Add +56.7% 47 $3K
Copeland Capital Management, LLC 0.00% Reduce -100.0% 44 $3K
Northwestern Mutual Wealth Management Co. 0.00% Add +46.4% 41 $3K
True Wealth Design, LLC 0.00% Add +466.7% 34 $2K
TD Capital Management LLC 0.00% Add +3.2% 32 $2K
MPWM Advisory Solutions, LLC 0.00% No change 29 $2K
Signaturefd, LLC 0.00% No change 27 $2K
Clearstead Advisors, LLC 0.00% New 21 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 21 $1K
Keating Financial Advisory Services, Inc. 0.00% No change 20 $1K
Larson Financial Group LLC 0.00% New 20 $1K
MidFirst Bank 0.00% No change 19 $1K
Horizon Investments, LLC 0.00% New 17 $1K
Covestor Ltd 0.00% Add +25.0% 15 $1K
Plante Moran Financial Advisors, LLC 0.00% New 16 $988
Farmers & Merchants Investments Inc. 0.00% No change 15 $926
Wealth Enhancement Trust Services, Inc. 0.00% New 14 $864
Kilter Group LLC 0.00% No change 10 $618
Caitong International Asset Management Co., Ltd 0.00% New 7 $432
Bruce G. Allen Investments, LLC 0.00% No change 5 $309
Gilpin Wealth Management, LLC 0.00% Add +25.0% 5 $309
Fiduciary Financial Advisors 0.00% New 5 $309
MassMutual Private Wealth & Trust, FSB 0.00% New 4 $247
JFS Wealth Advisors, LLC 0.00% No change 4 $247
Ankerstar Wealth, LLC 0.00% New 3 $185
Fortitude Family Office, LLC 0.00% No change 3 $185
Cornerstone Planning Group LLC 0.00% Reduce -99.2% 2 $151
CoreCap Advisors, LLC 0.00% New 2 $123
Davis Capital Management 0.00% New 1 $62
JPL Wealth Management, LLC 0.00% New 1 $62
Rialto Wealth Management, LLC 0.00% No change 1 $62
Simplex Trading, LLC 0.00% Reduce -88.9% 1 $61
Evolution Advisers, Inc. 0.00% New 1 $0

"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.