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Institutional Ownership · SEC Form 13F

Who owns Lakeland Financial Corporation (LKFN)


Which tracked institutional funds hold LKFN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LKFN company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

235
Institutional holders
20M
Shares held (tracked funds)
78.9%
Of shares outstanding

How the tape is positioned

33 tracked funds added or opened LKFN while 38 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

LKFN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LKFN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in LKFN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 235 tracked filers holding LKFN, 107 increased or opened the position and 111 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in LKFN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • VANGUARD CAPITAL MANAGEMENT LLC$63M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$33M
  • VANGUARD FIDUCIARY TRUST CO$10M
  • GSA CAPITAL PARTNERS LLP$2M
  • VANGUARD ASSET MANAGEMENT, Ltd$1M
  • Graham Capital Management, L.P.$700K

Full exits 11

  • VANGUARD GROUP INC$96M
  • TWO SIGMA ADVISERS, LP$5M
  • Allspring Global Investments Holdings, LLC$2M
  • Assenagon Asset Management S.A.$2M
  • AlphaQuest LLC$2M
  • Verition Fund Management LLC$1M

Largest adds

  • NEUBERGER BERMAN GROUP LLC$23M
  • TWO SIGMA INVESTMENTS, LP$10M
  • STATE STREET CORP$6M
  • CITADEL ADVISORS LLC$6M
  • UBS Group AG$4M
  • HRT FINANCIAL LP$3M

Largest trims

  • BlackRock, Inc.$54M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$10M
  • SILVERCREST ASSET MANAGEMENT GROUP LLC$5M
  • RENAISSANCE TECHNOLOGIES LLC$4M
  • JANE STREET GROUP, LLC$3M
  • WELLS FARGO & COMPANY/MN$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed2,599,658$149M12.1%2026-Q1
NEUBERGER BERMAN GROUP LLC added2,165,397$124M10.1%2026-Q1
STATE STREET CORP added1,378,699$79M6.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,098,043$63M5.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed869,268$50M4.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed672,171$39M3.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added636,788$37M3.0%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed636,117$37M3.0%2026-Q1
Copeland Capital Management, LLC trimmed606,364$35M2.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new573,728$33M2.7%2026-Q1
NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed478,164$27M2.2%2026-Q1
NFJ INVESTMENT GROUP, LLC added453,232$26M2.1%2026-Q1
TWO SIGMA INVESTMENTS, LP added356,641$20M1.7%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. added328,082$19M1.5%2026-Q1
BANK OF AMERICA CORP /DE/ added321,410$18M1.5%2026-Q1
NORTHERN TRUST CORP trimmed318,933$18M1.5%2026-Q1
Boston Trust Walden Corp trimmed303,942$17M1.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed294,848$17M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added296,585$17M1.4%2026-Q1
FMR LLC added229,379$13M1.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed224,843$13M1.0%2026-Q1
MORGAN STANLEY trimmed224,210$13M1.0%2026-Q1
TIMUCUAN ASSET MANAGEMENT INC/FL added210,411$12M1.0%2026-Q1
Bank of New York Mellon Corp trimmed204,490$12M1.0%2026-Q1
Qube Research & Technologies Ltd added195,093$11M0.9%2026-Q1
CITADEL ADVISORS LLC added189,875$11M0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new168,925$10M0.8%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed156,745$9M0.7%2026-Q1
Aptus Capital Advisors, LLC added155,267$9M0.7%2026-Q1
MONARCH CAPITAL MANAGEMENT INC trimmed147,958$8M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added122,986$7M0.6%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed115,785$7M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed114,944$7M0.5%2026-Q1
ProShare Advisors LLC added112,869$6M0.5%2026-Q1
Invesco Ltd. added108,219$6M0.5%2026-Q1
D. E. Shaw & Co., Inc. added105,188$6M0.5%2026-Q1
UBS Group AG added102,400$6M0.5%2026-Q1
Nuveen, LLC added96,479$6M0.4%2026-Q1
Public Sector Pension Investment Board added90,185$5M0.4%2026-Q1
Point72 Asset Management, L.P. trimmed82,888$5M0.4%2026-Q1
RHUMBLINE ADVISERS added75,318$4M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed68,137$4M0.3%2026-Q1
SYM FINANCIAL Corp added65,175$4M0.3%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed59,947$3M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed58,544$3M0.3%2026-Q1
1ST SOURCE BANK added58,434$3M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed58,372$3M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed57,835$3M0.3%2026-Q1
Legal & General Group Plc trimmed56,600$3M0.3%2026-Q1
HRT FINANCIAL LP added52,179$3M0.2%2026-Q1
Swiss National Bank50,450$3M0.2%2026-Q1
SEI INVESTMENTS CO added49,477$3M0.2%2026-Q1
ROYAL BANK OF CANADA added48,725$3M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added47,951$3M0.2%2026-Q1
Rosenthal | Henry Capital Advisors, Inc.42,854$2M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed42,835$2M0.2%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND42,300$2M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed41,989$2M0.2%2026-Q1
CITIGROUP INC added41,053$2M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed40,184$2M0.2%2026-Q1
FIRST TRUST ADVISORS LP trimmed38,990$2M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added37,350$2M0.2%2026-Q1
GSA CAPITAL PARTNERS LLP added37,068$2M0.2%2026-Q1
Squarepoint Ops LLC added36,455$2M0.2%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed31,780$2M0.1%2026-Q1
ExodusPoint Capital Management, LP added30,565$2M0.1%2026-Q1
Bridge City Capital, LLC trimmed30,520$2M0.1%2026-Q1
XTX Topco Ltd added30,259$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.26,917$2M0.1%2026-Q1
Man Group plc added25,562$1M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC added25,526$1M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added25,406$1M0.1%2026-Q1
Cetera Investment Advisers added24,790$1M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed24,737$1M0.1%2026-Q1
Trexquant Investment LP trimmed24,223$1M0.1%2026-Q1
DEUTSCHE BANK AG\ added23,735$1M0.1%2026-Q1
HEARTLAND ADVISORS INC added23,501$1M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed22,708$1M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed21,776$1M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added21,532$1M0.1%2026-Q1
WINTON GROUP Ltd added21,165$1M0.1%2026-Q1
BARCLAYS PLC trimmed20,358$1M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added19,805$1M0.1%2026-Q1
Rafferty Asset Management, LLC added19,112$1M0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND17,878$1M0.1%2026-Q1
Quantbot Technologies LP added17,827$1M0.1%2026-Q1
MARSHALL WACE, LLP trimmed17,673$1M0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. trimmed17,652$1M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new17,436$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed1,684,326$96M7.8%2025-Q4 stale
TrueMark Investments, LLC added93,375$6M0.5%2025-Q3 stale
NATIXIS ADVISORS, LLC trimmed89,775$5M0.4%2025-Q1 stale
TWO SIGMA ADVISERS, LP added82,400$5M0.4%2025-Q4 stale
Cubist Systematic Strategies, LLC trimmed37,613$2M0.2%2025-Q3 stale
Allspring Global Investments Holdings, LLC added41,856$2M0.2%2025-Q4 stale
Assenagon Asset Management S.A. added39,447$2M0.2%2025-Q4 stale
AlphaQuest LLC added32,545$2M0.2%2025-Q4 stale
New Age Alpha Advisors, LLC trimmed23,814$2M0.1%2025-Q3 stale
FJ Capital Management LLC new21,793$1M0.1%2025-Q2 stale
Verition Fund Management LLC added22,709$1M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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