LKFN Lakeland Financial Corporation
Lakeland Financial Corporation (LKFN) Institutional Ownership
What the institutions did with LKFN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 3.6M | 17.3% |
| NEUBERGER BERMAN GROUP LLC | 2.2M | 10.4% |
| STATE STREET CORP | 1.4M | 6.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | 5.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 940.9K | 4.5% |
| DIMENSIONAL FUND ADVISORS LP | 687.1K | 3.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 679.7K | 3.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 661.6K | 3.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 599.0K | 2.8% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 588.8K | 2.8% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 497.4K | 2.4% |
| TWO SIGMA INVESTMENTS, LP | 417.6K | 2.0% |
| AMERICAN CENTURY COMPANIES INC | 355.5K | 1.7% |
| RAYMOND JAMES FINANCIAL INC | 300.2K | 1.4% |
| Boston Trust Walden Corp | 293.9K | 1.4% |
| AMERIPRISE FINANCIAL INC | 292.2K | 1.4% |
| NORTHERN TRUST CORP | 271.6K | 1.3% |
| FMR LLC | 252.8K | 1.2% |
| CITADEL ADVISORS LLC | 242.1K | 1.2% |
| Qube Research & Technologies Ltd | 241.2K | 1.1% |
| NFJ INVESTMENT GROUP, LLC | 232.7K | 1.1% |
| MORGAN STANLEY | 227.2K | 1.1% |
| BANK OF AMERICA CORP /DE/ | 216.6K | 1.0% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 210.4K | 1.0% |
| Bank of New York Mellon Corp | 208.3K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Copeland Capital Management, LLC | Reduced | 606.4K | 44 | -606.3K |
| FULLER & THALER ASSET MANAGEMENT, INC. | Increased | 328.1K | 679.7K | +351.6K |
| AMERICAN CENTURY COMPANIES INC | Increased | 115.8K | 355.5K | +239.7K |
| NFJ INVESTMENT GROUP, LLC | Reduced | 453.2K | 232.7K | -220.5K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 59.2K | 203.7K | +144.5K |
| BANK OF AMERICA CORP /DE/ | Reduced | 321.4K | 216.6K | -104.8K |
| BlackRock, Inc. | Increased | 3.5M | 3.6M | +102.6K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 114.9K | 21.0K | -93.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 8.4K | 82.2K | +73.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 869.3K | 940.9K | +71.6K |
| TWO SIGMA INVESTMENTS, LP | Increased | 356.6K | 417.6K | +61.0K |
| MILLENNIUM MANAGEMENT LLC | Increased | 58.4K | 111.4K | +53.0K |
| CITADEL ADVISORS LLC | Increased | 189.9K | 242.1K | +52.2K |
| HRT FINANCIAL LP | Sold Out | 52.2K | 0 | -52.2K |
| STATE STREET CORP | Increased | 1.4M | 1.4M | +49.4K |
| NORTHERN TRUST CORP | Reduced | 318.9K | 271.6K | -47.4K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Reduced | 636.1K | 588.8K | -47.3K |
| Qube Research & Technologies Ltd | Increased | 195.1K | 241.2K | +46.1K |
| STIFEL FINANCIAL CORP | Sold Out | 42.0K | 0 | -42.0K |
| ROYAL BANK OF CANADA | Reduced | 48.7K | 10.9K | -37.9K |
| JANE STREET GROUP, LLC | Reduced | 42.8K | 5.7K | -37.1K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 35.8K | +35.8K |
| SYM FINANCIAL Corp | Reduced | 65.2K | 30.7K | -34.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 1.1M | 1.1M | -32.7K |
| Man Group plc | Increased | 25.6K | 58.0K | +32.4K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold Out | 31.8K | 0 | -31.8K |
| Squarepoint Ops LLC | Increased | 36.5K | 64.3K | +27.9K |
| GSA CAPITAL PARTNERS LLP | Reduced | 37.1K | 10.4K | -26.7K |
| Balyasny Asset Management L.P. | Sold Out | 25.4K | 0 | -25.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 573.7K | 599.0K | +25.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 636.8K | 661.6K | +24.8K |
| UBS Group AG | Increased | 102.4K | 126.6K | +24.2K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | 42.3K | 18.2K | -24.1K |
| GOLDMAN SACHS GROUP INC | Reduced | 224.8K | 200.9K | -24.0K |
| WESBANCO BANK INC | New | 0 | 23.3K | +23.3K |
| FMR LLC | Increased | 230.0K | 252.8K | +22.7K |
| SEI INVESTMENTS CO | Reduced | 49.5K | 26.8K | -22.6K |
| ExodusPoint Capital Management, LP | Increased | 30.6K | 52.9K | +22.3K |
| DARK FOREST CAPITAL MANAGEMENT LP | Increased | 4.8K | 25.1K | +20.3K |
| JPMORGAN CHASE & CO | Reduced | 68.1K | 47.9K | -20.2K |
| IEQ CAPITAL, LLC | Increased | 3.7K | 23.9K | +20.2K |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | Increased | 478.2K | 497.4K | +19.2K |
| WELLS FARGO & COMPANY/MN | Increased | 40.2K | 58.8K | +18.6K |
| Campbell & CO Investment Adviser LLC | Increased | 5.6K | 23.9K | +18.3K |
| D. E. Shaw & Co., Inc. | Increased | 105.2K | 122.9K | +17.8K |
| Quadrature Capital Ltd | New | 0 | 17.0K | +17.0K |
| Point72 Asset Management, L.P. | Increased | 82.9K | 99.8K | +16.9K |
| CITIGROUP INC | Reduced | 41.1K | 25.9K | -15.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 672.2K | 687.1K | +14.9K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 58.5K | 73.0K | +14.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 19.8K | 6.1K | -13.7K |
| Mariner, LLC | New | 0 | 12.8K | +12.8K |
| Quantinno Capital Management LP | Increased | 7.2K | 19.7K | +12.5K |
| MARSHALL WACE, LLP | Reduced | 17.7K | 5.4K | -12.3K |
| Elo Mutual Pension Insurance Co | New | 0 | 11.8K | +11.8K |
| Bridge City Capital, LLC | Increased | 30.5K | 41.7K | +11.2K |
| BARCLAYS PLC | Reduced | 20.4K | 9.5K | -10.8K |
| 1ST SOURCE BANK | Reduced | 58.4K | 47.7K | -10.7K |
| Jain Global LLC | New | 0 | 10.7K | +10.7K |
| TUDOR INVESTMENT CORP ET AL | Reduced | 59.9K | 49.4K | -10.6K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.