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 September 30, 2026.
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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 |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 742.0K | 19.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 658.6K | 17.5% |
| Boston Trust Walden Corp | 279.5K | 7.4% |
| FMR LLC | 262.0K | 7.0% |
| Bank of New York Mellon Corp | 207.5K | 5.5% |
| ProShare Advisors LLC | 163.9K | 4.4% |
| MONARCH CAPITAL MANAGEMENT INC | 146.2K | 3.9% |
| PRINCIPAL FINANCIAL GROUP INC | 119.8K | 3.2% |
| Nuveen, LLC | 92.4K | 2.5% |
| ACADIAN ASSET MANAGEMENT LLC | 91.2K | 2.4% |
| Public Sector Pension Investment Board | 84.6K | 2.3% |
| NFJ INVESTMENT GROUP, LLC | 76.9K | 2.0% |
| RHUMBLINE ADVISERS | 64.6K | 1.7% |
| UBS Group AG | 58.7K | 1.6% |
| Bridge City Capital, LLC | 50.7K | 1.3% |
| 1st Source Bank | 46.0K | 1.2% |
| SEI INVESTMENTS CO | 35.9K | 1.0% |
| Rosenthal | Henry Capital Advisors, Inc. | 34.5K | 0.9% |
| CITIGROUP INC | 25.7K | 0.7% |
| Squarepoint Ops LLC | 25.6K | 0.7% |
| DEUTSCHE BANK AG\ | 25.5K | 0.7% |
| IEQ CAPITAL, LLC | 24.8K | 0.7% |
| Mirae Asset Global Investments Co., Ltd. | 23.7K | 0.6% |
| HEARTLAND ADVISORS INC | 23.2K | 0.6% |
| SYM FINANCIAL Corp | 22.7K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| NFJ INVESTMENT GROUP, LLC | Reduced | 232.7K | 76.9K | -155.8K |
| ACADIAN ASSET MANAGEMENT LLC | New | 0 | 91.2K | +91.2K |
| UBS Group AG | Reduced | 126.6K | 58.7K | -67.9K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 687.1K | 742.0K | +54.9K |
| ProShare Advisors LLC | Increased | 113.1K | 163.9K | +50.8K |
| Squarepoint Ops LLC | Reduced | 64.3K | 25.6K | -38.8K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 35.8K | 6.2K | -29.7K |
| WESBANCO BANK INC | Sold Out | 23.3K | 0 | -23.3K |
| Boston Trust Walden Corp | Reduced | 293.9K | 279.5K | -14.4K |
| ALPS ADVISORS INC | New | 0 | 9.6K | +9.6K |
| FMR LLC | Increased | 252.8K | 262.0K | +9.3K |
| SEI INVESTMENTS CO | Increased | 26.8K | 35.9K | +9.1K |
| Legato Capital Management LLC | Increased | 6.8K | 15.8K | +9.0K |
| Bridge City Capital, LLC | Increased | 41.7K | 50.7K | +8.9K |
| SYM FINANCIAL Corp | Reduced | 30.7K | 22.7K | -8.0K |
| BARCLAYS PLC | Increased | 9.5K | 17.2K | +7.6K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 5.3K | 0 | -5.3K |
| Nuveen, LLC | Reduced | 96.9K | 92.4K | -4.5K |
| State of Alaska, Department of Revenue | Reduced | 9.2K | 5.2K | -4.0K |
| HB Wealth Management, LLC | New | 0 | 3.8K | +3.8K |
| Merit Financial Group, LLC | New | 0 | 3.7K | +3.7K |
| MQS Management LLC | Sold Out | 3.6K | 0 | -3.6K |
| Revolve Wealth Partners, LLC | Sold Out | 3.3K | 0 | -3.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 661.6K | 658.6K | -3.0K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 20.8K | 23.7K | +2.9K |
| PNC Financial Services Group, Inc. | Reduced | 6.0K | 3.6K | -2.4K |
| DEUTSCHE BANK AG\ | Reduced | 27.7K | 25.5K | -2.2K |
| RHUMBLINE ADVISERS | Reduced | 66.7K | 64.6K | -2.2K |
| Maryland State Retirement & Pension System | Increased | 3.6K | 5.6K | +2.0K |
| KFG WEALTH MANAGEMENT, LLC | Reduced | 6.8K | 5.1K | -1.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 7.7K | 9.5K | +1.8K |
| Versant Capital Management, Inc | Increased | 51 | 1.7K | +1.7K |
| 1st Source Bank | Reduced | 47.7K | 46.0K | -1.7K |
| Russell Investments Group, Ltd. | Reduced | 16.8K | 15.2K | -1.5K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 121.2K | 119.8K | -1.5K |
| CHOREO, LLC | Increased | 6.6K | 7.6K | +1.0K |
| Public Sector Pension Investment Board | Reduced | 85.6K | 84.6K | -1.0K |
| Creative Planning | Increased | 3.7K | 4.6K | +987 |
| BANK OF MONTREAL /CAN/ | Increased | 3.5K | 4.4K | +916 |
| IEQ CAPITAL, LLC | Increased | 23.9K | 24.8K | +894 |
| Bank of New York Mellon Corp | Reduced | 208.3K | 207.5K | -841 |
| LPL Financial LLC | Increased | 10.4K | 11.1K | +735 |
| MONARCH CAPITAL MANAGEMENT INC | Reduced | 146.8K | 146.2K | -660 |
| Police & Firemen's Retirement System of New Jersey | Reduced | 7.3K | 6.7K | -655 |
| Illinois Municipal Retirement Fund | Reduced | 13.3K | 12.8K | -571 |
| Thrivent Financial for Lutherans | Reduced | 22.2K | 21.7K | -550 |
| GREAT LAKES ADVISORS, LLC | Reduced | 7.9K | 7.4K | -490 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Increased | 6.0K | 6.5K | +473 |
| Sterling Capital Management LLC | Increased | 249 | 688 | +439 |
| TD PRIVATE CLIENT WEALTH LLC | Reduced | 765 | 337 | -428 |
| Louisiana State Employees Retirement System | Reduced | 10.9K | 10.6K | -300 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Reduced | 6.6K | 6.3K | -296 |
| Elyxium Wealth, LLC | New | 0 | 295 | +295 |
| Smartleaf Asset Management LLC | Increased | 9.6K | 9.9K | +271 |
| AMALGAMATED BANK | Reduced | 6.7K | 6.4K | -247 |
| GAMMA Investing LLC | Increased | 1.7K | 1.9K | +245 |
| FIFTH THIRD BANCORP | Reduced | 5.8K | 5.6K | -223 |
| CITIGROUP INC | Reduced | 25.9K | 25.7K | -219 |
| US BANCORP \DE\ | Reduced | 2.1K | 1.9K | -197 |
| ARIZONA STATE RETIREMENT SYSTEM | Reduced | 6.8K | 6.7K | -167 |
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.