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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,599,658 | $149M | 12.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 2,165,397 | $124M | 10.1% | 2026-Q1 |
| STATE STREET CORP added | 1,378,699 | $79M | 6.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,098,043 | $63M | 5.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 869,268 | $50M | 4.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 672,171 | $39M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 636,788 | $37M | 3.0% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 636,117 | $37M | 3.0% | 2026-Q1 |
| Copeland Capital Management, LLC trimmed | 606,364 | $35M | 2.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 573,728 | $33M | 2.7% | 2026-Q1 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed | 478,164 | $27M | 2.2% | 2026-Q1 |
| NFJ INVESTMENT GROUP, LLC added | 453,232 | $26M | 2.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 356,641 | $20M | 1.7% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 328,082 | $19M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 321,410 | $18M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 318,933 | $18M | 1.5% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 303,942 | $17M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 294,848 | $17M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 296,585 | $17M | 1.4% | 2026-Q1 |
| FMR LLC added | 229,379 | $13M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 224,843 | $13M | 1.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 224,210 | $13M | 1.0% | 2026-Q1 |
| TIMUCUAN ASSET MANAGEMENT INC/FL added | 210,411 | $12M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 204,490 | $12M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 195,093 | $11M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 189,875 | $11M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 168,925 | $10M | 0.8% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 156,745 | $9M | 0.7% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 155,267 | $9M | 0.7% | 2026-Q1 |
| MONARCH CAPITAL MANAGEMENT INC trimmed | 147,958 | $8M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 122,986 | $7M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 115,785 | $7M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 114,944 | $7M | 0.5% | 2026-Q1 |
| ProShare Advisors LLC added | 112,869 | $6M | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 108,219 | $6M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 105,188 | $6M | 0.5% | 2026-Q1 |
| UBS Group AG added | 102,400 | $6M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 96,479 | $6M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 90,185 | $5M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 82,888 | $5M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 75,318 | $4M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 68,137 | $4M | 0.3% | 2026-Q1 |
| SYM FINANCIAL Corp added | 65,175 | $4M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 59,947 | $3M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 58,544 | $3M | 0.3% | 2026-Q1 |
| 1ST SOURCE BANK added | 58,434 | $3M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 58,372 | $3M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 57,835 | $3M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 56,600 | $3M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 52,179 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 50,450 | $3M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 49,477 | $3M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 48,725 | $3M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 47,951 | $3M | 0.2% | 2026-Q1 |
| Rosenthal | Henry Capital Advisors, Inc. | 42,854 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 42,835 | $2M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 42,300 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 41,989 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 41,053 | $2M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 40,184 | $2M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 38,990 | $2M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 37,350 | $2M | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 37,068 | $2M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 36,455 | $2M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 31,780 | $2M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 30,565 | $2M | 0.1% | 2026-Q1 |
| Bridge City Capital, LLC trimmed | 30,520 | $2M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 30,259 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 26,917 | $2M | 0.1% | 2026-Q1 |
| Man Group plc added | 25,562 | $1M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 25,526 | $1M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 25,406 | $1M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 24,790 | $1M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 24,737 | $1M | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 24,223 | $1M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 23,735 | $1M | 0.1% | 2026-Q1 |
| HEARTLAND ADVISORS INC added | 23,501 | $1M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 22,708 | $1M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 21,776 | $1M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 21,532 | $1M | 0.1% | 2026-Q1 |
| WINTON GROUP Ltd added | 21,165 | $1M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 20,358 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,805 | $1M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 19,112 | $1M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 17,878 | $1M | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 17,827 | $1M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 17,673 | $1M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 17,652 | $1M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 17,436 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,684,326 | $96M | 7.8% | 2025-Q4 stale |
| TrueMark Investments, LLC added | 93,375 | $6M | 0.5% | 2025-Q3 stale |
| NATIXIS ADVISORS, LLC trimmed | 89,775 | $5M | 0.4% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 82,400 | $5M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 37,613 | $2M | 0.2% | 2025-Q3 stale |
| Allspring Global Investments Holdings, LLC added | 41,856 | $2M | 0.2% | 2025-Q4 stale |
| Assenagon Asset Management S.A. added | 39,447 | $2M | 0.2% | 2025-Q4 stale |
| AlphaQuest LLC added | 32,545 | $2M | 0.2% | 2025-Q4 stale |
| New Age Alpha Advisors, LLC trimmed | 23,814 | $2M | 0.1% | 2025-Q3 stale |
| FJ Capital Management LLC new | 21,793 | $1M | 0.1% | 2025-Q2 stale |
| Verition Fund Management LLC added | 22,709 | $1M | 0.1% | 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.
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.