Skip to main content
Equibles
LKFN logo

LKFN · Lakeland Financial Corp

Track LKFN — free
$61.31 -0.80 (-1.29%) At close · Jul 22
Market Cap
$1.53B
Shares
24.91M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 240
Total Value: $1,167,401,784
Total Shares: 20,322,101
Showing 1–100 of 242 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 234 13F filers
Top Holder
17.4%
Jun 2023 → Mar 2026 · range 16.6% – 17.8%
of institutional value
Top 5
44.6%
Jun 2023 → Mar 2026 · range 43.1% – 46.1%
of institutional value
Top 10
59.6%
Jun 2023 → Mar 2026 · range 59.6% – 64.4%
of institutional value
HHI
595
Jun 2023 → Mar 2026 · range 566 – 621
Broadly held
Showing 100 of 242
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $202,916,673 17.38% 3,536,366
Mega NEUBERGER BERMAN GROUP LLC $124,250,478 10.64% 2,165,397
Mega STATE STREET CORP $79,109,748 6.78% 1,378,699
Mega VANGUARD CAPITAL MANAGEMENT LLC $63,005,707 5.40% 1,098,043
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $49,878,597 4.27% 869,268
Mega DIMENSIONAL FUND ADVISORS LP $38,569,169 3.30% 672,171
Mega GEODE CAPITAL MANAGEMENT, LLC $36,538,895 3.13% 636,788
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $36,500,393 3.13% 636,117
Mid Copeland Capital Management, LLC $34,793,166 2.98% 606,364
Mid NEUMEIER POMA INVESTMENT COUNSEL LLC $27,437,050 2.35% 478,164
Mid NFJ INVESTMENT GROUP, LLC $26,006,451 2.23% 453,232
Mega TWO SIGMA INVESTMENTS, LP $20,464,060 1.75% 356,641
Large FULLER & THALER ASSET MANAGEMENT, INC. $18,825,345 1.61% 328,082
Mega BANK OF AMERICA CORP /DE/ Bank $18,442,504 1.58% 321,410
Mega NORTHERN TRUST CORP Bank $18,300,371 1.57% 318,933
Large Boston Trust Walden Corp $17,440,191 1.49% 303,942
Mega RAYMOND JAMES FINANCIAL INC $17,018,046 1.46% 296,585
Mega AMERIPRISE FINANCIAL INC $16,918,377 1.45% 294,848
Mega FMR LLC $13,198,949 1.13% 230,027
Mega GOLDMAN SACHS GROUP INC $12,901,491 1.11% 224,843
Mega MORGAN STANLEY $12,865,164 1.10% 224,210
Mid TIMUCUAN ASSET MANAGEMENT INC/FL $12,073,383 1.03% 210,411
Mega Bank of New York Mellon Corp Bank $11,733,633 1.01% 204,490
Large Qube Research & Technologies Ltd $11,194,436 0.96% 195,093
Mega CITADEL ADVISORS LLC $10,895,027 0.93% 189,875
Mega VANGUARD FIDUCIARY TRUST CO Bank $9,692,916 0.83% 168,925
Small MONARCH CAPITAL MANAGEMENT INC $9,062,532 0.78% 146,833
Mid KENNEDY CAPITAL MANAGEMENT LLC $8,994,028 0.77% 156,745
Mid Aptus Capital Advisors, LLC $8,909,220 0.76% 155,267
Mega PRINCIPAL FINANCIAL GROUP INC $7,056,935 0.60% 122,986
Mega AMERICAN CENTURY COMPANIES INC $6,643,743 0.57% 115,785
Mega ENVESTNET ASSET MANAGEMENT INC $6,595,486 0.56% 114,944
Large ProShare Advisors LLC $6,476,423 0.55% 112,869
Mega Invesco Ltd. $6,209,604 0.53% 108,219
Mega D. E. Shaw & Co., Inc. $6,035,687 0.52% 105,188
Mega UBS Group AG $5,875,711 0.50% 102,400
Mega Nuveen, LLC $5,535,963 0.47% 96,479
Large Public Sector Pension Investment Board Pension $5,174,815 0.44% 90,185
Large Point72 Asset Management, L.P. $4,756,113 0.41% 82,888
Mega RHUMBLINE ADVISERS $4,321,746 0.37% 75,318
Mega JPMORGAN CHASE & CO $3,909,699 0.33% 68,137
Small SYM FINANCIAL Corp $3,739,741 0.32% 65,175
Large TUDOR INVESTMENT CORP ET AL $3,439,758 0.29% 59,947
Mega AQR CAPITAL MANAGEMENT LLC $3,397,696 0.29% 59,214
Large RENAISSANCE TECHNOLOGIES LLC $3,359,254 0.29% 58,544
Mid 1ST SOURCE BANK Bank $3,352,942 0.29% 58,434
Mega MILLENNIUM MANAGEMENT LLC $3,349,385 0.29% 58,372
Mega Legal & General Group Plc $3,247,707 0.28% 56,600
Large HRT FINANCIAL LP $2,994,031 0.26% 52,179
Mega Swiss National Bank Bank $2,894,821 0.25% 50,450
Large SEI INVESTMENTS CO $2,838,989 0.24% 49,477
Mega ROYAL BANK OF CANADA Bank $2,795,839 0.24% 48,725
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,751,425 0.24% 47,951
Micro Rosenthal | Henry Capital Advisors, Inc. $2,458,962 0.21% 42,854
Mega JANE STREET GROUP, LLC $2,457,871 0.21% 42,835
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $2,427,174 0.21% 42,300
Large STIFEL FINANCIAL CORP $2,409,328 0.21% 41,989
Mega CITIGROUP INC $2,355,620 0.20% 41,053
Mega WELLS FARGO & COMPANY/MN $2,305,756 0.20% 40,184
Mega FIRST TRUST ADVISORS LP $2,237,246 0.19% 38,990
Mid Y-Intercept (Hong Kong) Ltd $2,212,168 0.19% 35,842
Mega PRICE T ROWE ASSOCIATES INC /MD/ $2,143,143 0.18% 37,350
Mid GSA CAPITAL PARTNERS LLP $2,126,961 0.18% 37,068
Large Squarepoint Ops LLC $2,091,787 0.18% 36,455
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $1,823,536 0.16% 31,780
Large ExodusPoint Capital Management, LP $1,753,819 0.15% 30,565
Small Bridge City Capital, LLC $1,751,237 0.15% 30,520
Mid XTX Topco Ltd $1,736,261 0.15% 30,259
Mega ALLIANCEBERNSTEIN L.P. $1,544,497 0.13% 26,917
Large Man Group plc $1,466,747 0.13% 25,562
Large PRUDENTIAL FINANCIAL INC $1,464,681 0.13% 25,526
Large Balyasny Asset Management L.P. $1,457,796 0.12% 25,406
Large Cetera Investment Advisers $1,422,450 0.12% 24,790
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,419,409 0.12% 24,737
Large Trexquant Investment LP $1,389,915 0.12% 24,223
Mega DEUTSCHE BANK AG\ Bank $1,361,913 0.12% 23,735
Mid HEARTLAND ADVISORS INC $1,348,487 0.12% 23,501
Large Thrivent Financial for Lutherans $1,302,984 0.11% 22,708
Large Mirae Asset Global Investments Co., Ltd. $1,284,948 0.11% 20,819
Large CANADA LIFE ASSURANCE Co Insurance $1,249,506 0.11% 21,776
Mega BNP PARIBAS ARBITRAGE, SA $1,235,506 0.11% 21,532
Mid WINTON GROUP Ltd $1,214,447 0.10% 21,165
Mega BARCLAYS PLC $1,168,141 0.10% 20,358
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,136,410 0.10% 19,805
Large Rafferty Asset Management, LLC $1,096,646 0.09% 19,112
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $1,025,839 0.09% 17,878
Mid Quantbot Technologies LP $1,022,913 0.09% 17,827
Large MARSHALL WACE, LLP $1,014,076 0.09% 17,673
Mega VANGUARD ASSET MANAGEMENT, Ltd $1,000,477 0.09% 17,436
Small Uncommon Cents Investing LLC $942,217 0.08% 15,266
Large Russell Investments Group, Ltd. $929,037 0.08% 16,191
Large MetLife Investment Management, LLC $803,262 0.07% 13,999
Mid Illinois Municipal Retirement Fund Pension $767,400 0.07% 13,374
Mega LPL Financial LLC $734,234 0.06% 12,796
Mega JANUS HENDERSON GROUP PLC $702,790 0.06% 12,248
Mid Graham Capital Management, L.P. $699,978 0.06% 12,199
Mid Louisiana State Employees Retirement System Pension $672,748 0.06% 10,900
Small Forvis Mazars Wealth Advisors, LLC $672,608 0.06% 11,722
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $668,247 0.06% 11,646
Large Cerity Partners LLC $658,606 0.06% 11,478
Key facts CIK 721994 CUSIP 511656100 13F (30d) 36 filings 36 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)