Security record
LKFN
Lakeland Financial Corporation · Financial Services · Banks - Regional
91Tracked holders
+5Δ holders
16.17MShares held
$997.67MReported value
+8New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +5.8% ·
share flow +3.7% ·
net new positions +5.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 91 | +5 | 16.17M | $997.67M | +8 | −3 |
| Q1 2026 | 89 | -2 | 15.64M | $896.89M | +2 | −4 |
| Q4 2025 | 91 | +1 | 16.08M | $917.39M | +1 | — |
| Q3 2025 | 16 | -1 | 8.52M | $547.20M | — | −1 |
| Q2 2025 | 14 | 0 | 8.48M | $521.28M | — | — |
| Q1 2025 | 11 | +3 | 2.55M | $151.68M | +3 | — |
| Q4 2024 | 8 | -3 | 2.14M | $146.83M | — | −3 |
| Q3 2024 | 10 | +1 | 822.56K | $53.57M | +1 | — |
| Q2 2024 | 9 | — | 771.66K | $47.48M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.64M | +2.9% | $224.60M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | Neuberger Berman Group LLC | 2.18M | +0.5% | $134.29M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 1.43M | +3.6% | $88.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 1.07M | -3.0% | $65.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Charles Schwab Investment… | 940.86K | +8.2% | $58.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 687.08K | +2.2% | $42.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Geode Capital Management ✦ (passive) | 661.62K | +3.9% | $40.84M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Two Sigma Investments ✦ | 417.61K | +17.1% | $25.78M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 9 | American Century Companies Inc | 355.47K | +207.0% | $21.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 300.21K | +1.2% | $18.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 292.15K | -0.9% | $18.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 271.57K | -14.8% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 13 | Fidelity (FMR) ✦ | 252.76K | +9.9% | $15.60M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 242.11K | +27.5% | $14.94M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 15 | Qube Research & Technologies Ltd | 241.19K | +23.6% | $14.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 227.21K | +1.3% | $14.02M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 17 | Bank Of America Corp /De/ | 216.62K | -32.6% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 18 | Bank of New York Mellon Corp | 208.32K | +1.9% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 19 | AQR Capital Management ✦ | 203.68K | +244.0% | $12.57M | 0.0% | ▲ Add | 9 | SEC ↗ ×7 |
| 20 | Goldman Sachs Group ✦ | 200.89K | -10.7% | $12.40M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 21 | UBS Group AG | 126.60K | +23.6% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | D. E. Shaw & Co. ✦ | 122.94K | +16.9% | $7.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 23 | Principal Financial Group Inc | 121.24K | -1.4% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | ProShare Advisors LLC | 113.13K | +0.2% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Millennium Management ✦ | 111.41K | +90.9% | $6.88M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 26 | Invesco Ltd. | 101.33K | -6.4% | $6.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 27 | Point72 Asset Management ✦ | 99.82K | +20.4% | $6.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 28 | Nuveen, LLC | 96.93K | +0.5% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | Arrowstreet Capital ✦ | 82.23K | +876.0% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 72.97K | +24.6% | $4.50M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | Rhumbline Advisers | 66.75K | -11.4% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Squarepoint Ops LLC | 64.32K | +76.4% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 58.78K | +46.3% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Man Group plc | 57.98K | +126.8% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Legal & General Group Plc | 57.21K | +1.1% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Swiss National Bank | 49.65K | -1.6% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Tudor Investment Corp Et Al | 49.39K | -17.6% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 47.91K | -29.7% | $2.99M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 39 | UBS AM, a distinct business unit of… | 47.50K | -0.9% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 40 | T. Rowe Price ✦ | 45.75K | +22.5% | $2.82M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 41 | First Trust Advisors Lp | 40.16K | +3.0% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bnp Paribas Financial Markets | 28.63K | +33.0% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 27.67K | +16.6% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 44 | Sei Investments Co | 26.83K | -45.8% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Citigroup Inc | 25.90K | -36.9% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 46 | Prudential Financial Inc | 25.74K | +0.8% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Alliancebernstein L.P. | 25.38K | -5.7% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | New York State Common Retirement… | 21.45K | +20.0% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Envestnet Asset Management Inc | 21.01K | -81.7% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Mirae Asset Global Investments Co.… | 20.82K | +17.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 19.70K | +174.8% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Cetera Investment Advisers | 18.44K | -25.6% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Healthcare Of Ontario Pension Plan… | 18.16K | -57.1% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 16.77K | +3.6% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 55 | Cerity Partners LLC | 14.49K | +26.3% | $894,532 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | Mariner, LLC | 12.80K | New | $789,753 | 0.0% | New | 1 | SEC ↗ |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.43K | -1.9% | $705,336 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Royal Bank Of Canada | 10.85K | -77.7% | $670,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 59 | Manufacturers Life Insurance… | 10.54K | -2.5% | $650,591 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | LPL Financial LLC | 10.37K | -19.0% | $639,973 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Barclays Plc | 9.54K | -53.1% | $588,995 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 62 | Hsbc Holdings Plc | 8.61K | New | $529,035 | 0.0% | New | 1 | SEC ↗ |
| 63 | Mercer Global Advisors Inc /Adv | 8.48K | New | $523,447 | 0.0% | New | 1 | SEC ↗ |
| 64 | Corient Private Wealth LP | 8.35K | New | $515,054 | 0.0% | New | 1 | SEC ↗ |
| 65 | Wealth Enhancement Advisory… | 7.73K | New | $467,136 | 0.0% | New | 1 | SEC ↗ |
| 66 | State Board Of Administration Of… | 6.63K | 0.0% | $409,204 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Captrust Financial Advisors | 6.49K | +46.3% | $400,254 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 6.06K | -69.4% | $374,023 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Universal- Beteiligungs- und… | 6.05K | +10.2% | $373,282 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 6.02K | +18.6% | $371,308 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 71 | Zurcher Kantonalbank (Zurich… | 5.98K | 0.0% | $369,332 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Fifth Third Bancorp | 5.81K | -43.1% | $358,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Jane Street Group, Llc | 5.75K | -86.6% | $354,581 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Marshall Wace ✦ | 5.38K | -69.5% | $332,177 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 75 | Voya Investment Management Llc | 5.05K | +10.1% | $311,624 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | HighTower Advisors, LLC | 4.73K | -0.9% | $291,936 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Canada Pension Plan Investment Board | 4.00K | 0.0% | $246,880 | 0.0% | Held | 3 | SEC ↗ |
| 78 | Pictet Asset Management Holding SA | 3.81K | +1.1% | $235,277 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Victory Capital Management Inc | 3.78K | -5.4% | $233,363 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Creative Planning | 3.66K | New | $226,019 | 0.0% | New | 1 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 3.46K | New | $213,428 | 0.0% | New | 1 | SEC ↗ ×3 |
| 82 | State Of Wisconsin Investment Board | 3.35K | New | $207,009 | 0.0% | New | 1 | SEC ↗ |
| 83 | Ensign Peak Advisors, Inc | 2.14K | 0.0% | $132,328 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Us Bancorp \De\ | 2.14K | -8.0% | $132,019 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 85 | Jones Financial Companies Lllp | 1.95K | -0.5% | $122,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 1.47K | 0.0% | $90,459 | 0.0% | Held | 3 | SEC ↗ ×4 |
| 87 | Osaic Holdings, Inc. | 530 | +71.0% | $32,732 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 88 | Optiver Holding B.V. | 142 | +294.4% | $8,764 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Northwestern Mutual Wealth… | 41 | +46.4% | $2,530 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Kayne Anderson Rudnick Investment… | 21 | 0.0% | $1,296 | 0.0% | Held | 3 | SEC ↗ |
| 91 | Simplex Trading, Llc | 1 | -88.9% | $61 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mariner, LLC | $789,753 | 0.0% |
| Hsbc Holdings Plc | $529,035 | 0.0% |
| Mercer Global Advisors Inc… | $523,447 | 0.0% |
| Corient Private Wealth LP | $515,054 | 0.0% |
| Wealth Enhancement Advisory… | $467,136 | 0.0% |
| Creative Planning | $226,019 | 0.0% |
| Bank Of Montreal /Can/ | $213,428 | 0.0% |
| State Of Wisconsin Investment… | $207,009 | 0.0% |
Exited
| Hrt Financial Lp | $2.99M | was 0.0% |
| Stifel Financial Corp | $2.41M | was 0.0% |
| Balyasny Asset Management L.P. | $1.46M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 234 holders, 20.76M shares, $1.18B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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