Security record · archived quarter
LKFN
Lakeland Financial Corporation · Financial Services · Banks - Regional
91Tracked holders
+1Δ holders
16.08MShares held
$917.39MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.1% ·
share flow +2.5% ·
net new positions +1.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 90 | +5 | 16.16M | $997.37M | +8 | −4 |
| 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (passive) | 1.89M | +1.1% | $107.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Neuberger Berman Group LLC | 1.78M | — | $101.73M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 1.27M | -4.0% | $72.70M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Charles Schwab Investment… | 1.05M | — | $59.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 706.22K | — | $40.30M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | Geode Capital Management ✦ (passive) | 617.75K | -0.3% | $35.25M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Northern Trust Corp | 330.00K | — | $18.83M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 9 | Bank Of America Corp /De/ | 306.83K | — | $17.51M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 10 | Ameriprise Financial Inc | 297.79K | — | $16.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Raymond James Financial Inc | 293.81K | — | $16.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 13 | Goldman Sachs Group ✦ | 251.47K | +39.4% | $14.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Bank of New York Mellon Corp | 207.60K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 15 | Fidelity (FMR) ✦ | 194.18K | +25.0% | $11.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Two Sigma Investments ✦ | 180.88K | +61.2% | $10.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Qube Research & Technologies Ltd | 173.43K | — | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 130.23K | +122.2% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Principal Financial Group Inc | 121.88K | — | $6.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | American Century Companies Inc | 118.00K | — | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 116.62K | — | $6.65M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | ProShare Advisors LLC | 106.51K | — | $6.08M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Invesco Ltd. | 105.49K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 24 | Jane Street Group, Llc | 98.37K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Tudor Investment Corp Et Al | 94.92K | — | $5.42M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Point72 Asset Management ✦ | 88.87K | +957.9% | $5.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 84.18K | -62.1% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 28 | Nuveen, LLC | 83.69K | — | $4.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Citadel Advisors ✦ | 82.14K | +169.1% | $4.69M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 30 | Millennium Management ✦ | 82.13K | +148.1% | $4.69M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 81.37K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | AQR Capital Management ✦ | 80.62K | -32.0% | $4.60M | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 33 | D. E. Shaw & Co. ✦ | 76.50K | +43.5% | $4.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Rhumbline Advisers | 74.31K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Legal & General Group Plc | 63.05K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | First Trust Advisors Lp | 56.76K | — | $3.24M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Swiss National Bank | 50.45K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 47.91K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 39 | UBS AM, a distinct business unit of… | 47.49K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 40 | Sei Investments Co | 46.45K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Barclays Plc | 46.05K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Stifel Financial Corp | 42.83K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Healthcare Of Ontario Pension Plan… | 42.30K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Allspring Global Investments… | 41.86K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Assenagon Asset Management S.A. | 39.45K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | UBS Group AG | 38.09K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | Citigroup Inc | 37.82K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Squarepoint Ops LLC | 33.30K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | T. Rowe Price ✦ | 32.59K | +23.8% | $1.86M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 50 | Marshall Wace ✦ | 29.48K | New | $1.68M | 0.0% | New | 1 | SEC ↗ ×3 |
| 51 | Alliancebernstein L.P. | 26.92K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | California State Teachers… | 24.94K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Cetera Investment Advisers | 24.56K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Prudential Financial Inc | 23.92K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Mirae Asset Global Investments Co.… | 23.08K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Hsbc Holdings Plc | 23.01K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 57 | Deutsche Bank Ag\ | 21.14K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 58 | New York State Common Retirement… | 17.88K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Man Group plc | 17.36K | — | $990,562 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Susquehanna International Group, Llp | 16.00K | — | $913,245 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 15.28K | — | $872,140 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 62 | LPL Financial LLC | 13.21K | — | $753,924 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Janus Henderson Group Plc | 12.25K | — | $698,320 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.71K | — | $667,944 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 11.51K | — | $656,761 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 11.35K | — | $647,859 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cerity Partners LLC | 10.46K | — | $597,030 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Balyasny Asset Management L.P. | 9.27K | — | $528,947 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | HighTower Advisors, LLC | 8.45K | — | $482,157 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | State Board Of Administration Of… | 6.63K | — | $378,308 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Quantinno Capital Management LP | 5.68K | — | $324,427 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Hrt Financial Lp | 4.91K | — | $280,000 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Zurcher Kantonalbank (Zurich… | 4.86K | — | $277,312 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Voya Investment Management Llc | 4.79K | — | $273,032 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Universal- Beteiligungs- und… | 4.72K | — | $270,631 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Captrust Financial Advisors | 4.60K | — | $262,647 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Cwm, Llc | 4.40K | — | $251,000 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Victory Capital Management Inc | 4.01K | — | $228,639 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Canada Pension Plan Investment Board | 4.00K | — | $228,240 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Pictet Asset Management Holding SA | 3.84K | — | $219,282 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Pnc Financial Services Group, Inc. | 2.59K | — | $147,557 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 82 | Ensign Peak Advisors, Inc | 2.14K | — | $122,337 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Us Bancorp \De\ | 2.14K | — | $122,280 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Jones Financial Companies Lllp | 2.11K | — | $120,270 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 729 | — | $41,640 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Kayne Anderson Rudnick Investment… | 381 | — | $21,740 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Osaic Holdings, Inc. | 231 | — | $13,201 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Fifth Third Bancorp | 143 | — | $8,160 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | BNP Paribas Asset Management… | 143 | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Optiver Holding B.V. | 58 | — | $3,309 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Northwestern Mutual Wealth… | 28 | — | $1,598 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $1.68M | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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