LAKELAND FINL CORP (LKFN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
238
Reporting holders
$1.4B
Reported value
88.0%
Of shares outstanding
0.0%
Held as options
+21
Holder change
Institutions report 21,886,887 shares against 24,857,840 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $224.6M | 3,639,015 | 0.00% | 8q | +2.9%+$6.3M |
| NEUBERGER BERMAN GROUP LLC | $134.3M | 2,175,765 | 0.09% | 31q | HELD |
| STATE STREET CORP | $88.1M | 1,428,098 | 0.00% | 31q | +3.6%+$3.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $65.8M | 1,065,329 | 0.00% | 2q | -3.0%-$2.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $58.1M | 940,862 | 0.01% | 31q | +8.2%+$4.4M |
| Sixth Street Partners Management Company, L.P. | $58.1M | 940,862 | 0.01% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $42.4M | 687,078 | 0.01% | 31q | +2.2%+$920.0K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $41.9M | 679,655 | 0.11% | 31q | +107.2%+$21.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $40.8M | 661,616 | 0.00% | 31q | +3.9%+$1.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $37.0M | 598,952 | 0.00% | 2q | +4.4%+$1.6M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $36.3M | 588,817 | 0.24% | 26q | -7.4%-$2.9M |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $30.7M | 497,399 | 2.10% | 31q | +4.0%+$1.2M |
| TWO SIGMA INVESTMENTS, LP | $25.8M | 417,612 | 0.02% | 21q | +17.1%+$3.8M |
| AMERICAN CENTURY COMPANIES INC | $21.9M | 355,466 | 0.01% | 26q | +207.0%+$14.8M |
| RAYMOND JAMES FINANCIAL INC | $18.5M | 300,208 | 0.01% | 7q | +1.2%+$223.6K |
| Boston Trust Walden Corp | $18.1M | 293,880 | 0.14% | 4q | -3.3%-$621.0K |
| AMERIPRISE FINANCIAL INC | $18.0M | 292,152 | 0.00% | 31q | -50.5%-$18.4M |
| NORTHERN TRUST CORP | $16.8M | 271,574 | 0.00% | 31q | -14.8%-$2.9M |
| FMR LLC | $15.6M | 252,764 | 0.00% | 31q | +9.9%+$1.4M |
| CITADEL ADVISORS LLC | $14.9M | 242,114 | 0.00% | 24q | +27.5%+$3.2M |
| Qube Research & Technologies Ltd | $14.9M | 241,188 | 0.01% | 9q | +23.6%+$2.8M |
| NFJ INVESTMENT GROUP, LLC | $14.4M | 232,747 | 0.49% | 13q | -48.6%-$13.6M |
| MORGAN STANLEY | $14.0M | 227,207 | 0.00% | 35q | +1.3%+$185.0K |
| BANK OF AMERICA CORP /DE/ | $13.4M | 216,625 | 0.00% | 31q | -32.6%-$6.5M |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $13.0M | 210,411 | 0.48% | 30q | HELD |
| Bank of New York Mellon Corp | $12.9M | 208,318 | 0.00% | 31q | +1.9%+$236.3K |
| AQR CAPITAL MANAGEMENT LLC | $12.6M | 203,681 | 0.00% | 12q | +244.0%+$8.9M |
| GOLDMAN SACHS GROUP INC | $12.4M | 200,893 | 0.00% | 31q | -10.7%-$1.5M |
| VANGUARD FIDUCIARY TRUST CO | $10.7M | 172,916 | 0.00% | 2q | +2.4%+$246.3K |
| Public Sector Pension Investment Board | $10.6M | 171,216 | 0.01% | 20q | +89.8%+$5.0M |
| Aptus Capital Advisors, LLC | $9.6M | 156,213 | 0.07% | 31q | +0.6%+$58.4K |
| KENNEDY CAPITAL MANAGEMENT LLC | $9.4M | 152,293 | 0.17% | 14q | -2.8%-$274.8K |
| MONARCH CAPITAL MANAGEMENT INC | $9.1M | 146,833 | 2.08% | 31q | -0.8%-$69.4K |
| UBS Group AG | $7.8M | 126,602 | 0.00% | 31q | +23.6%+$1.5M |
| D. E. Shaw & Co., Inc. | $7.6M | 122,938 | 0.00% | 6q | +16.9%+$1.1M |
| PRINCIPAL FINANCIAL GROUP INC | $7.5M | 121,241 | 0.00% | 31q | -1.4%-$107.7K |
| ProShare Advisors LLC | $7.0M | 113,127 | 0.01% | 11q | HELD |
| MILLENNIUM MANAGEMENT LLC | $6.9M | 111,414 | 0.00% | 17q | +90.9%+$3.3M |
| Invesco Ltd. | $6.3M | 101,334 | 0.00% | 31q | -6.4%-$424.9K |
| Point72 Asset Management, L.P. | $6.2M | 99,820 | 0.01% | 8q | +20.4%+$1.0M |
| Nuveen, LLC | $6.0M | 96,932 | 0.00% | 6q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5.1M | 82,235 | 0.00% | 2q | +876.0%+$4.6M |
| RENAISSANCE TECHNOLOGIES LLC | $4.5M | 72,968 | 0.01% | 6q | +24.6%+$890.2K |
| RHUMBLINE ADVISERS | $4.1M | 66,749 | 0.00% | 31q | -11.4%-$528.9K |
| Squarepoint Ops LLC | $4.0M | 64,317 | 0.00% | 9q | +76.4%+$1.7M |
| WELLS FARGO & COMPANY/MN | $3.6M | 58,784 | 0.00% | 31q | -26.9%-$1.3M |
| Man Group plc | $3.6M | 57,985 | 0.01% | 3q | +126.8%+$2.0M |
| Legal & General Group Plc | $3.5M | 57,209 | 0.00% | 31q | +1.1%+$37.6K |
| ExodusPoint Capital Management, LP | $3.3M | 52,885 | 0.02% | 6q | +73.0%+$1.4M |
| Swiss National Bank | $3.1M | 49,650 | 0.00% | 31q | -1.6%-$49.4K |
| TUDOR INVESTMENT CORP ET AL | $3.0M | 49,386 | 0.00% | 3q | -17.6%-$651.8K |
| JPMORGAN CHASE & CO | $3.0M | 47,910 | 0.00% | 31q | -29.7%-$1.3M |
| 1ST SOURCE BANK | $2.9M | 47,696 | 0.13% | 31q | -18.4%-$662.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.9M | 47,503 | 0.00% | 31q | -0.9%-$27.7K |
| Bridge City Capital, LLC | $2.6M | 41,741 | 0.59% | 31q | +36.8%+$692.6K |
| FIRST TRUST ADVISORS LP | $2.5M | 40,161 | 0.00% | 31q | +3.0%+$72.3K |
| Y-Intercept (Hong Kong) Ltd | $2.2M | 35,842 | 0.04% | new | NEW |
| Rosenthal | Henry Capital Advisors, Inc. | $2.1M | 34,454 | 1.86% | 30q | -19.6%-$518.4K |
| XTX Topco Ltd | $1.9M | 30,924 | 0.02% | 3q | +2.2%+$41.0K |
| SYM FINANCIAL Corp | $1.9M | 30,711 | 0.15% | 12q | -52.9%-$2.1M |
| BNP PARIBAS FINANCIAL MARKETS | $1.8M | 28,626 | 0.00% | 31q | +32.9%+$437.8K |
| DEUTSCHE BANK AG\ | $1.7M | 27,668 | 0.00% | 34q | +16.6%+$242.7K |
| SEI INVESTMENTS CO | $1.7M | 26,828 | 0.00% | 25q | -45.8%-$1.4M |
| CITIGROUP INC | $1.6M | 25,903 | 0.00% | 31q | -36.9%-$935.1K |
| PRUDENTIAL FINANCIAL INC | $1.6M | 25,736 | 0.00% | 22q | +0.8%+$13.0K |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.5M | 25,093 | 0.10% | 8q | +420.4%+$1.3M |
| Campbell & CO Investment Adviser LLC | $1.5M | 23,900 | 0.08% | 6q | +328.8%+$1.1M |
| IEQ CAPITAL, LLC | $1.5M | 23,875 | 0.01% | 5q | +544.6%+$1.2M |
| ALLIANCEBERNSTEIN L.P. | $1.5M | 25,377 | 0.00% | 31q | -5.7%-$88.4K |
| WESBANCO BANK INC | $1.4M | 23,300 | 0.04% | new | NEW |
| HEARTLAND ADVISORS INC | $1.4M | 23,248 | 0.06% | 12q | -1.1%-$15.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.3M | 21,455 | 0.00% | 31q | +20.0%+$220.8K |
| WINTON GROUP Ltd | $1.3M | 21,407 | 0.04% | 17q | +1.1%+$14.9K |
| Louisiana State Employees Retirement System | $1.3M | 22,100 | 0.01% | 20q | +97.3%+$648.8K |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 21,012 | 0.00% | 30q | -81.7%-$5.8M |
| Mirae Asset Global Investments Co., Ltd. | $1.3M | 20,819 | 0.00% | 16q | -41.0%-$894.0K |
| Trexquant Investment LP | $1.3M | 20,568 | 0.01% | 6q | -15.1%-$225.6K |
| Quantinno Capital Management LP | $1.2M | 19,703 | 0.00% | 4q | +174.8%+$773.5K |
| Cetera Investment Advisers | $1.1M | 18,442 | 0.00% | 21q | -25.6%-$391.8K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1.1M | 18,165 | 0.00% | 3q | -57.1%-$1.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.1M | 17,436 | 0.00% | 2q | HELD |
| Quadrature Capital Ltd | $1.0M | 16,999 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.0M | 16,962 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $1.0M | 16,770 | 0.00% | 30q | +3.6%+$35.7K |
| Corient Private Wealth LP | $1.0M | 16,690 | 0.00% | new | NEW |
| Quantbot Technologies LP | $986.5K | 15,983 | 0.04% | 10q | -10.3%-$113.8K |
| Uncommon Cents Investing LLC | $942.2K | 15,266 | 0.20% | 31q | HELD |
| Cerity Partners LLC | $894.5K | 14,493 | 0.00% | 10q | +26.3%+$186.1K |
| MIRABELLA FINANCIAL SERVICES LLP | $891.4K | 14,442 | 0.09% | 2q | +168.1%+$558.9K |
| MetLife Investment Management, LLC | $890.6K | 14,429 | 0.00% | 32q | +3.1%+$26.5K |
| Rafferty Asset Management, LLC | $868.9K | 14,078 | 0.00% | 25q | -26.3%-$310.7K |
| Graham Capital Management, L.P. | $862.5K | 13,975 | 0.02% | 2q | +14.6%+$109.6K |
| Illinois Municipal Retirement Fund | $822.7K | 13,330 | 0.01% | 12q | HELD |
| Mariner, LLC | $789.8K | 12,797 | 0.00% | new | NEW |
| Jupiter Topco LLC | $756.4K | 12,248 | 0.00% | new | FIRST |
| Elo Mutual Pension Insurance Co | $727.1K | 11,780 | 0.01% | new | NEW |
| Forvis Mazars Wealth Advisors, LLC | $723.5K | 11,722 | 0.01% | 31q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $705.3K | 11,428 | 0.00% | 9q | -1.9%-$13.5K |
| Inspire Investing, LLC | $681.5K | 11,041 | 0.03% | 12q | +23.3%+$128.7K |
| ROYAL BANK OF CANADA | $670.0K | 10,853 | 0.00% | 31q | -77.7%-$2.3M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G | Vanguard Capital Management | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 238 | $1.4B | 21,886,887 | 43 | 87 | 62 | 0.0% |
| Q1 2026 | 217 | $1.2B | 20,946,224 | 24 | 72 | 79 | 0.1% |
| Q4 2025 | 208 | $1.2B | 20,902,673 | 16 | 59 | 95 | 0.0% |
| Q3 2025 | 223 | $1.4B | 21,161,443 | 29 | 54 | 86 | 0.1% |
| Q2 2025 | 213 | $1.3B | 21,382,585 | 16 | 74 | 78 | 0.1% |
| Q1 2025 | 222 | $1.3B | 21,157,300 | 30 | 76 | 65 | 0.0% |
| Q4 2024 | 212 | $1.5B | 21,420,962 | 18 | 64 | 67 | 0.0% |
| Q3 2024 | 210 | $1.4B | 21,077,011 | 28 | 70 | 67 | 0.0% |
| Q2 2024 | 195 | $1.3B | 20,892,350 | 17 | 60 | 58 | 0.0% |
| Q1 2024 | 199 | $1.4B | 21,351,171 | 28 | 54 | 70 | 0.0% |
| Q4 2023 | 182 | $1.4B | 20,926,246 | 18 | 59 | 63 | 0.1% |
| Q3 2023 | 172 | $964.4M | 20,330,532 | 18 | 51 | 72 | 0.0% |
| Q2 2023 | 172 | $973.7M | 20,089,560 | 16 | 65 | 55 | 0.0% |
| Q1 2023 | 180 | $1.2B | 18,634,149 | 11 | 70 | 66 | 0.0% |
| Q4 2022 | 178 | $1.2B | 16,545,203 | 20 | 56 | 54 | 0.0% |
| Q3 2022 | 215 | $1.5B | 20,402,524 | 23 | 79 | 63 | 0.0% |
| Q2 2022 | 209 | $1.4B | 20,427,644 | 30 | 67 | 63 | 0.0% |
| Q1 2022 | 197 | $1.5B | 20,723,825 | 30 | 52 | 73 | 0.0% |
| Q4 2021 | 182 | $1.7B | 20,834,000 | 15 | 49 | 59 | 0.0% |
| Q3 2021 | 175 | $1.5B | 20,784,382 | 32 | 55 | 51 | 0.0% |
| Q2 2021 | 163 | $1.2B | 18,824,222 | 19 | 45 | 66 | 0.0% |
| Q1 2021 | 163 | $1.3B | 19,039,992 | 24 | 45 | 61 | 0.0% |
| Q4 2020 | 144 | $1.0B | 19,318,611 | 19 | 45 | 52 | 0.0% |
| Q3 2020 | 137 | $789.1M | 19,115,633 | 21 | 35 | 46 | 0.1% |
| Q2 2020 | 131 | $921.7M | 19,817,612 | 18 | 41 | 50 | 0.0% |
| Q1 2020 | 134 | $760.0M | 20,638,066 | 15 | 54 | 40 | 0.0% |
| Q4 2019 | 140 | $982.2M | 20,066,135 | 14 | 60 | 34 | 0.0% |
| Q3 2019 | 140 | $863.2M | 19,613,147 | 10 | 47 | 47 | 0.0% |
| Q2 2019 | 148 | $899.7M | 19,202,714 | 12 | 54 | 47 | 0.0% |
| Q1 2019 | 148 | $860.0M | 19,004,539 | 24 | 51 | 42 | 0.0% |
| Q4 2018 | 134 | $749.2M | 18,652,750 | 2 | 1 | 3 | 0.0% |