LAKELAND FINANCIAL CORP (LKFN) — Institutional Holders, Q2 2026
256 institutional investment managers reported a LKFN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LKFN in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- FULLER & THALER ASSET MANAGEMENTAdded · +351,573 sh+$21.7M
- AMERICAN CENTURY COMPANIESAdded · +239,681 sh+$14.8M
- AQR CAPITAL MANAGEMENTAdded · +144,467 sh+$8.9M
- BlackRockAdded · +102,649 sh+$6.3M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +73,809 sh+$4.6M
Biggest sellers
- Copeland Capital ManagementTrimmed · -606,320 sh-$37.4M
- NFJ INVESTMENT GROUPTrimmed · -220,485 sh-$13.6M
- BANK OF AMERICATrimmed · -104,785 sh-$6.5M
- ENVESTNET ASSET MANAGEMENTTrimmed · -93,932 sh-$5.8M
- HRT FINANCIALSold out · -52,179 sh-$3.2M
LKFN 13F holders ranked 1–100 of 256
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 3,639,015 sh | 3,639,015 | $224.6M | <0.01% | +2.9% |
| 2 | Neuberger Berman Group#2 · 2,175,765 sh | 2,175,765 | $134.3M | 0.09% | +0.5% |
| 3 | STATE STREET#3 · 1,428,098 sh | 1,428,098 | $88.1M | <0.01% | +3.6% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 1,065,329 sh | 1,065,329 | $65.8M | <0.01% | -3.0% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT#5 · 940,862 sh | 940,862 | $58.1M | <0.01% | +8.2% |
| 6 | DIMENSIONAL FUND ADVISORS#6 · 687,078 sh | 687,078 | $42.4M | <0.01% | +2.2% |
| 7 | FULLER & THALER ASSET MANAGEMENT#7 · 679,655 sh | 679,655 | $41.9M | 0.11% | +107.2% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 661,616 sh | 661,616 | $40.8M | <0.01% | +3.9% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT#9 · 598,952 sh | 598,952 | $37.0M | <0.01% | +4.4% |
| 10 | SILVERCREST ASSET MANAGEMENT GROUP#10 · 588,817 sh | 588,817 | $36.3M | 0.24% | -7.4% |
| 11 | NEUMEIER POMA INVESTMENT COUNSEL#11 · 497,399 sh | 497,399 | $30.7M | 2.10% | +4.0% |
| 12 | TWO SIGMA INVESTMENTS#12 · 417,612 sh | 417,612 | $25.8M | 0.02% | +17.1% |
| 13 | AMERICAN CENTURY COMPANIES#13 · 355,466 sh | 355,466 | $21.9M | <0.01% | +207.0% |
| 14 | RAYMOND JAMES FINANCIAL#14 · 300,208 sh | 300,208 | $18.5M | <0.01% | +1.2% |
| 15 | Boston Walden#15 · 293,880 sh | 293,880 | $18.1M | 0.14% | -3.3% |
| 16 | AMERIPRISE FINANCIAL#16 · 292,152 sh | 292,152 | $18.0M | <0.01% | -0.9% |
| 17 | NORTHERN#17 · 271,574 sh | 271,574 | $16.8M | <0.01% | -14.8% |
| 18 | FMR#18 · 252,764 sh | 252,764 | $15.6M | <0.01% | +9.9% |
| 19 | CITADEL ADVISORS#19 · 242,114 sh | 242,114 | $14.9M | <0.01% | +27.5% |
| 20 | Qube Research & Technologies Ltd#20 · 241,188 sh | 241,188 | $14.9M | 0.01% | +23.6% |
| 21 | NFJ INVESTMENT GROUP#21 · 232,747 sh | 232,747 | $14.4M | 0.49% | -48.6% |
| 22 | MORGAN STANLEY#22 · 227,207 sh | 227,207 | $14.0M | <0.01% | +1.3% |
| 23 | BANK OF AMERICA#23 · 216,625 sh | 216,625 | $13.4M | <0.01% | -32.6% |
| 24 | TIMUCUAN ASSET MANAGEMENT#24 · 210,411 sh | 210,411 | $13.0M | 0.48% | 0.0% |
| 25 | Bank of New York Mellon#25 · 208,318 sh | 208,318 | $12.9M | <0.01% | +1.9% |
| 26 | AQR CAPITAL MANAGEMENT#26 · 203,681 sh | 203,681 | $12.6M | <0.01% | +244.0% |
| 27 | GOLDMAN SACHS GROUP#27 · 200,893 sh | 200,893 | $12.4M | <0.01% | -10.7% |
| 28 | VANGUARD FIDUCIARY#28 · 172,916 sh | 172,916 | $10.7M | <0.01% | +2.4% |
| 29 | Aptus Capital Advisors#29 · 156,213 sh | 156,213 | $9.6M | 0.07% | +0.6% |
| 30 | KENNEDY CAPITAL MANAGEMENT#30 · 152,293 sh | 152,293 | $9.4M | 0.17% | -2.8% |
| 31 | MONARCH CAPITAL MANAGEMENT#31 · 146,833 sh | 146,833 | $9.1M | — | -0.8% |
| 32 | UBS Group AG#32 · 126,602 sh | 126,602 | $7.8M | <0.01% | +23.6% |
| 33 | D. E. Shaw#33 · 122,938 sh | 122,938 | $7.6M | <0.01% | +16.9% |
| 34 | PRINCIPAL FINANCIAL GROUP#34 · 121,241 sh | 121,241 | $7.5M | <0.01% | -1.4% |
| 35 | ProShare Advisors#35 · 113,127 sh | 113,127 | $7.0M | 0.01% | +0.2% |
| 36 | MILLENNIUM MANAGEMENT#36 · 111,414 sh | 111,414 | $6.9M | <0.01% | +90.9% |
| 37 | Invesco Ltd.#37 · 101,334 sh | 101,334 | $6.3M | <0.01% | -6.4% |
| 38 | Point72 Asset Management, L.P.#38 · 99,820 sh | 99,820 | $6.2M | <0.01% | +20.4% |
| 39 | Nuveen#39 · 96,932 sh | 96,932 | $6.0M | <0.01% | +0.5% |
| 40 | PUBLIC SECTOR PENSION INVESTMENT BOARD#40 · 85,608 sh | 85,608 | $5.3M | 0.01% | -5.1% |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#41 · 82,235 sh | 82,235 | $5.1M | <0.01% | +876.0% |
| 42 | RENAISSANCE TECHNOLOGIES#42 · 72,968 sh | 72,968 | $4.5M | <0.01% | +24.6% |
| 43 | RHUMBLINE ADVISERS#43 · 66,749 sh | 66,749 | $4.1M | <0.01% | -11.4% |
| 44 | Squarepoint Ops#44 · 64,317 sh | 64,317 | $4.0M | <0.01% | +76.4% |
| 45 | WELLS FARGO & COMPANY#45 · 58,784 sh | 58,784 | $3.6M | <0.01% | +46.3% |
| 46 | Man Group plc#46 · 57,985 sh | 57,985 | $3.6M | <0.01% | +126.8% |
| 47 | Legal & General Group Plc#47 · 57,209 sh | 57,209 | $3.5M | <0.01% | +1.1% |
| 48 | ExodusPoint Capital Management#48 · 52,885 sh | 52,885 | $3.3M | 0.02% | +73.0% |
| 49 | Swiss National Bank#49 · 49,650 sh | 49,650 | $3.1M | <0.01% | -1.6% |
| 50 | TUDOR INVESTMENT ET AL#50 · 49,386 sh | 49,386 | $3.0M | <0.01% | -17.6% |
| 51 | JPMORGAN CHASE#51 · 47,910 sh | 47,910 | $3.0M | <0.01% | -29.7% |
| 52 | 1ST SOURCE BANK#52 · 47,696 sh | 47,696 | $2.9M | 0.13% | -18.4% |
| 53 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#53 · 47,503 sh | 47,503 | $2.9M | <0.01% | -0.9% |
| 54 | PRICE T ROWE ASSOCIATES#54 · 45,747 sh | 45,747 | $2.8M | <0.01% | +22.5% |
| 55 | Bridge City Capital#55 · 41,741 sh | 41,741 | $2.6M | 0.59% | +36.8% |
| 56 | FIRST ADVISORS#56 · 40,161 sh | 40,161 | $2.5M | <0.01% | +3.0% |
| 57 | Y-Intercept (Hong Kong) Ltd#57 · 35,842 sh | 35,842 | $2.2M | — | New |
| 58 | Rosenthal {-} Henry Capital Advisors#58 · 34,454 sh | 34,454 | $2.1M | 1.86% | -19.6% |
| 59 | XTX Topco Ltd#59 · 30,924 sh | 30,924 | $1.9M | 0.02% | +2.2% |
| 60 | SYM FINANCIAL#60 · 30,711 sh | 30,711 | $1.9M | — | -52.9% |
| 61 | BNP PARIBAS FINANCIAL MARKETS#61 · 28,626 sh | 28,626 | $1.8M | <0.01% | +32.9% |
| 62 | DEUTSCHE BANK AG\#62 · 27,668 sh | 27,668 | $1.7M | <0.01% | +16.6% |
| 63 | SEI INVESTMENTS#63 · 26,828 sh | 26,828 | $1.7M | <0.01% | -45.8% |
| 64 | CITIGROUP#64 · 25,903 sh | 25,903 | $1.6M | <0.01% | -36.9% |
| 65 | PRUDENTIAL FINANCIAL#65 · 25,736 sh | 25,736 | $1.6M | <0.01% | +0.8% |
| 66 | DARK FOREST CAPITAL MANAGEMENT#66 · 25,093 sh | 25,093 | $1.5M | 0.10% | +420.4% |
| 67 | Campbell & Investment Adviser#67 · 23,900 sh | 23,900 | $1.5M | 0.08% | +328.8% |
| 68 | IEQ CAPITAL#68 · 23,875 sh | 23,875 | $1.5M | <0.01% | +544.6% |
| 69 | ALLIANCEBERNSTEIN L.P.#69 · 25,377 sh | 25,377 | $1.5M | <0.01% | -5.7% |
| 70 | WESBANCO BANK#70 · 23,300 sh | 23,300 | $1.4M | 0.04% | New |
| 71 | HEARTLAND ADVISORS#71 · 23,248 sh | 23,248 | $1.4M | 0.06% | -1.1% |
| 72 | THRIVENT FINANCIAL FOR LUTHERANS#72 · 22,234 sh | 22,234 | $1.4M | <0.01% | -2.1% |
| 73 | GREAT WEST LIFE ASSURANCE#73 · 21,769 sh | 21,769 | $1.3M | <0.01% | 0.0% |
| 74 | NEW YORK STATE COMMON RETIREMENT FUND#74 · 21,455 sh | 21,455 | $1.3M | <0.01% | +20.0% |
| 75 | WINTON GROUP Ltd#75 · 21,407 sh | 21,407 | $1.3M | 0.04% | +1.1% |
| 76 | ENVESTNET ASSET MANAGEMENT#76 · 21,012 sh | 21,012 | $1.3M | <0.01% | -81.7% |
| 77 | Mirae Asset Global Investments , Ltd.#77 · 20,819 sh | 20,819 | $1.3M | <0.01% | +17.9% |
| 78 | Trexquant Investment#78 · 20,568 sh | 20,568 | $1.3M | <0.01% | -15.1% |
| 79 | Quantinno Capital Management#79 · 19,703 sh | 19,703 | $1.2M | <0.01% | +174.8% |
| 80 | Cetera Investment Advisers#80 · 18,442 sh | 18,442 | $1.1M | <0.01% | -25.6% |
| 81 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#81 · 18,165 sh | 18,165 | $1.1M | <0.01% | -57.1% |
| 82 | VANGUARD ASSET MANAGEMENT, Ltd#82 · 17,436 sh | 17,436 | $1.1M | <0.01% | 0.0% |
| 83 | Quadrature Capital Ltd#83 · 16,999 sh | 16,999 | $1.0M | <0.01% | New |
| 84 | Russell Investments Group, Ltd.#84 · 16,770 sh | 16,770 | $1.0M | <0.01% | +3.6% |
| 85 | Quantbot Technologies#85 · 15,983 sh | 15,983 | $986.5K | 0.04% | -10.3% |
| 86 | Uncommon Cents Investing#86 · 15,266 sh | 15,266 | $942.2K | — | 0.0% |
| 87 | Cerity Partners#87 · 14,493 sh | 14,493 | $894.5K | <0.01% | +26.3% |
| 88 | MIRABELLA FINANCIAL SERVICES LLP#88 · 14,442 sh | 14,442 | $891.4K | 0.09% | +168.1% |
| 89 | MetLife Investment Management#89 · 14,429 sh | 14,429 | $890.6K | <0.01% | +3.1% |
| 90 | Rafferty Asset Management#90 · 14,078 sh | 14,078 | $868.9K | <0.01% | -26.3% |
| 91 | Graham Capital Management, L.P.#91 · 13,975 sh | 13,975 | $862.5K | 0.02% | +14.6% |
| 92 | SG Americas Securities#92 · 13,472 sh | 13,472 | $831.0K | <0.01% | +18.6% |
| 93 | Illinois Municipal Retirement Fund#93 · 13,330 sh | 13,330 | $822.7K | <0.01% | -0.3% |
| 94 | Mariner#94 · 12,797 sh | 12,797 | $789.8K | <0.01% | New |
| 95 | Jupiter Topco#95 · 12,248 sh | 12,248 | $756.4K | <0.01% | — |
| 96 | Elo Mutual Pension Insurance#96 · 11,780 sh | 11,780 | $727.1K | <0.01% | New |
| 97 | Forvis Mazars Wealth Advisors#97 · 11,722 sh | 11,722 | $723.5K | — | 0.0% |
| 98 | MIRAE ASSET GLOBAL ETFS Ltd.#98 · 11,428 sh | 11,428 | $705.3K | <0.01% | -1.9% |
| 99 | Inspire Investing#99 · 11,041 sh | 11,041 | $681.5K | — | +23.3% |
| 100 | Louisiana State Employees Retirement System#100 · 10,900 sh | 10,900 | $672.7K | — | -2.7% |
Funds that sold out of LKFN in Q2 2026 (20)
Held LKFN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| HRT FINANCIAL52,179 sh | 52,179 | $3.0M |
| STIFEL FINANCIAL41,989 sh | 41,989 | $2.4M |
| VOLORIDGE INVESTMENT MANAGEMENT31,780 sh | 31,780 | $1.8M |
| BALYASNY ASSET MANAGEMENT L.P.25,406 sh | 25,406 | $1.5M |
| Snowden Capital Advisors7,119 sh | 7,119 | $408.5K |
| Entropy Technologies4,100 sh | 4,100 | $235.3K |
| PERSONAL CFO SOLUTIONS3,859 sh | 3,859 | $221.5K |
| Centiva Capital3,543 sh | 3,543 | $203.3K |
| State of Wyoming2,188 sh | 2,188 | $125.5K |
| Advisory Services Network1,510 sh | 1,510 | $86.6K |
| SUMMIT SECURITIES GROUP1,500 sh | 1,500 | $86.1K |
| QUADRANT CAPITAL GROUP178 sh | 178 | $54.1K |
| HARBOUR INVESTMENTS217 sh | 217 | $12.5K |
| Destiny Wealth Partners195 sh | 195 | $11.2K |
| Root Financial Partners73 sh | 73 | $4.2K |
| MAI Capital Management48 sh | 48 | $2.8K |
| Whipplewood Advisors46 sh | 46 | $2.6K |
| TWIN PEAKS WEALTH ADVISORS30 sh | 30 | $1.7K |
| Wall Street Financial Group8 sh | 8 | $459.00 |
| Abound Wealth Management3 sh | 3 | $173.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.