LKFN · Lakeland Financial Corp · Shareholders & Ownership
$58.83
-0.55 (-0.93%)
At close · Oct 23
Ex-dividend: $0.52 · Oct 23, 2026
Return incl. dividend (before tax)
-0.05%
Market Cap
$1.48B
Shares
24.86M
Volume · Oct 23
39.82K
Avg daily vol (3M)
183.96K
Every disclosed holder of LKFN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns LKFN
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 20,983,947 | 84.42% |
| Insiders (Forms 3, 4, 5) | 767,047 | 3.09% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 3,106,846 | 12.50% |
| Registered funds (N-PORT, not summed) | 11,810,008 | 47.51% |
Shares outstanding: 24,857,840, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of LKFN
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,639,015 | ||
| 1.1 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,498,732 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
634,446 | ||
| 1.3 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
140,068 | ||
| 1.4 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
111,425 | ||
| 1.5 |
iShares S&P Small-Cap 600 Growth ETF
Fund
S000004314 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
108,173 | ||
| 2 |
NEUBERGER BERMAN GROUP LLC
13F
CIK 1465109 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,175,765 | ||
| 2.1 |
Neuberger Genesis Fund
Fund
S000007841 · Registered fund · May 31, 2026
NEUBERGER BERMAN EQUITY FUNDS, not summed
|
1,274,427 | ||
| 3 |
|
1,428,098 | ||
| 3.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
248,150 | ||
| 3.2 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
228,829 | ||
| 3.3 |
State Street(R) SPDR(R) S&P(R) Bank ETF
Fund
S000006977 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
154,847 | ||
| 3.4 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF
Fund
S000006990 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
67,681 | ||
| 3.5 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
65,806 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,065,329 | ||
| 4.1 |
VANGUARD CAPITAL MANAGEMENT LLC
13G
CIK 2100119 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,253,444 | ||
| 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
940,862 | ||
| 5.1 |
Schwab U.S. Dividend Equity ETF
Fund
S000034163 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
598,611 | ||
| 5.2 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
121,523 | ||
| 5.3 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
60,385 | ||
| 5.4 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
49,896 | ||
| 5.5 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
16,287 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
752,622 | ||
| 7 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
687,078 | ||
| 7.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
115,654 | ||
| 7.2 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
96,343 | ||
| 7.3 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
85,712 | ||
| 7.4 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
57,701 | ||
| 7.5 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
46,411 | ||
| 8 |
FULLER & THALER ASSET MANAGEMENT, INC.
13F
CIK 1082327 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
679,655 | ||
| 9 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
661,616 | ||
| 10 |
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
Fund
S000051163 · Registered fund · Jun 30, 2026
Capitol Series Trust, not summed
|
651,537 | ||
| 11 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
598,952 | ||
| 12 |
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
CIK 1232395 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
588,817 | ||
| 13 |
NEUMEIER POMA INVESTMENT COUNSEL LLC
13F
CIK 1044936 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
497,399 | ||
| 14 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
417,612 | ||
| 15 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
355,466 | ||
| 15.1 |
Small Cap Dividend Fund
Fund
S000075489 · Registered fund · Jun 30, 2026
American Century Capital Portfolios, Inc., not summed
|
6,420 | ||
| 16 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
300,208 | ||
| 17 |
Boston Trust Walden Corp
13F
CIK 1534866 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
293,880 | ||
| 18 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
292,152 | ||
| 18.1 |
Columbia Acorn Fund
Fund
S000009184 · Registered fund · Jun 30, 2026
COLUMBIA ACORN TRUST, not summed
|
214,229 | ||
| 18.2 |
Columbia Variable Portfolio - Acorn Fund
Fund
S000008981 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
|
40,968 | ||
| 18.3 |
Columbia Small Cap Index Fund
Fund
S000010827 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST, not summed
|
37,648 | ||
| 19 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
287,018 | ||
| 20 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
271,574 | ||
| 20.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
12,555 | ||
| 20.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
2,928 | ||
| 20.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
486 | ||
| 21 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
252,764 | ||
| 21.1 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
272,575 | ||
| 21.2 |
Fidelity Enhanced Small Cap Core ETF
Fund
S000081807 · Registered fund · Jun 30, 2026
Fidelity Covington Trust, not summed
|
226,159 | ||
| 21.3 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
130,971 | ||
| 21.4 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
47,290 | ||
| 21.5 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
38,512 | ||
| 22 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
242,114 | ||
| 23 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
241,188 | ||
| 24 |
NFJ INVESTMENT GROUP, LLC
13F
CIK 1862664 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
232,747 | ||
| 25 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
227,207 | ||
| 25.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
155 | ||
| 26 |
Bridge Builder Small/Mid Cap Value Fund
Fund
S000048337 · Registered fund · Jun 30, 2026
Bridge Builder Trust, not summed
|
224,964 | ||
| 27 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
216,625 | ||
| 28 |
|
212,006 | ||
| 29 |
TIMUCUAN ASSET MANAGEMENT INC/FL
13F
CIK 1034541 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
210,411 | ||
| 30 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
208,318 | ||
| 31 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
203,681 | ||
| 31.1 |
AQR Small Cap Multi-Style Fund
Fund
S000040064 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
9,169 | ||
| 31.2 |
AQR Small Cap Momentum Style Fund
Fund
S000025644 · Registered fund · Mar 31, 2026
AQR Funds, not summed
|
3,172 | ||
| 32 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
200,893 | ||
| 32.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
5,976 | ||
| 32.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
3,680 | ||
| 32.3 |
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund
Fund
S000009355 · Registered fund · Jun 30, 2026
Goldman Sachs Variable Insurance Trust, not summed
|
1,131 | ||
| 33 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
172,916 | ||
| 34 |
Bridge Builder Small/Mid Cap Growth Fund
Fund
S000048336 · Registered fund · Jun 30, 2026
Bridge Builder Trust, not summed
|
156,247 | ||
| 35 |
Aptus Capital Advisors, LLC
13F
CIK 1664193 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
156,213 | ||
| 35.1 |
Opus Small Cap Value ETF
Fund
S000062252 · Registered fund · Jul 31, 2026
ETF Series Solutions, not summed
|
165,042 | ||
| 36 |
KENNEDY CAPITAL MANAGEMENT LLC
13F
CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
152,293 | ||
| 36.1 |
Kennedy Capital Small Cap Value Fund
Fund
S000076118 · Registered fund · Jun 30, 2026
INVESTMENT MANAGERS SERIES TRUST II, not summed
|
7,869 | ||
| 37 |
Virtus NFJ Mid-Cap Value Fund
Fund
S000007968 · Registered fund · Jun 30, 2026
Virtus Investment Trust, not summed
|
150,209 | ||
| 38 |
MONARCH CAPITAL MANAGEMENT INC
13F
CIK 938759 · Registered investment adviser · Sep 30, 2026
|
146,173 | ||
| 39 |
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Fund
S000011322 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
140,911 | ||
| 40 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
137,730 | ||
| 41 |
Neuberger Berman Genesis Portfolio
Fund
S000006535 · Registered fund · Jun 30, 2026
Brighthouse Funds Trust II, not summed
|
131,444 | ||
| 42 |
|
129,099 | ||
| 43 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
127,672 | ||
| 44 |
|
126,602 | ||
| 45 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
122,938 | ||
| 46 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
121,241 | ||
| 46.1 |
SmallCap S&P 600 Index Fund
Fund
S000007203 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
18,356 | ||
| 46.2 |
SmallCap Growth Fund I
Fund
S000007175 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
1,329 | ||
| 46.3 |
SmallCap Value Fund II
Fund
S000007169 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
629 | ||
| 47 |
ProShare Advisors LLC
13F
CIK 1357955 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
113,127 | ||
| 47.1 |
ProShares Russell 2000 Dividend Growers ETF
Fund
S000047885 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
109,800 | ||
| 47.2 |
ProShares Russell 2000 High Income ETF
Fund
S000087688 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
1,170 | ||
| 47.3 |
ProShares UltraPro Russell2000
Fund
S000024921 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
925 | ||
| 47.4 |
ProShares Ultra Russell2000
Fund
S000014248 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
915 | ||
| 47.5 |
ProShares Ultra SmallCap600
Fund
S000014259 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
303 | ||
| 48 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,414 | ||
| 49 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
109,327 | ||
| 50 |
Boston Trust Walden Small Cap Fund
Fund
S000009927 · Registered fund · Jun 30, 2026
Boston Trust Walden Funds, not summed
|
107,315 |
52 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
721994
CUSIP
511656100
13F (30d)
38 filings
38 filers
Visit website
Investor relations