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 | 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.56M | +1.0% | $203.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 1.89M | +1.1% | $107.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 1.89M | +1.1% | $107.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 1.89M | +1.1% | $107.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 1.89M | +1.1% | $107.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 1.89M | +1.1% | $107.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Neuberger Berman Group LLC | 1.78M | — | $101.73M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Neuberger Berman Group LLC | 1.78M | — | $101.73M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 1.27M | -4.0% | $72.70M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Charles Schwab Investment… | 1.05M | — | $59.87M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 706.22K | — | $40.30M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 706.22K | — | $40.30M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 706.22K | — | $40.30M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 706.22K | — | $40.30M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 706.22K | — | $40.30M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passive) | 617.75K | -0.3% | $35.25M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passive) | 617.75K | -0.3% | $35.25M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 32 | Northern Trust Corp | 330.00K | — | $18.83M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northern Trust Corp | 330.00K | — | $18.83M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northern Trust Corp | 330.00K | — | $18.83M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northern Trust Corp | 330.00K | — | $18.83M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northern Trust Corp | 330.00K | — | $18.83M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northern Trust Corp | 330.00K | — | $18.83M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northern Trust Corp | 330.00K | — | $18.83M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 306.83K | — | $17.51M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 306.83K | — | $17.51M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 306.83K | — | $17.51M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 306.83K | — | $17.51M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of America Corp /De/ | 306.83K | — | $17.51M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 306.83K | — | $17.51M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 297.79K | — | $16.99M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 297.79K | — | $16.99M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 297.79K | — | $16.99M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Raymond James Financial Inc | 293.81K | — | $16.84M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Raymond James Financial Inc | 293.81K | — | $16.84M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Raymond James Financial Inc | 293.81K | — | $16.84M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 254.06K | +38.9% | $14.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 251.47K | +39.4% | $14.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 251.47K | +39.4% | $14.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 207.60K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 207.60K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 207.60K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 207.60K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 207.60K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 207.60K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 207.60K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 207.60K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 194.18K | +25.0% | $11.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 194.18K | +25.0% | $11.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Two Sigma Investments ✦ | 180.88K | +61.2% | $10.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 76 | Qube Research & Technologies Ltd | 173.43K | — | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Renaissance Technologies ✦ | 130.23K | +122.2% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 78 | Principal Financial Group Inc | 121.88K | — | $6.95M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Principal Financial Group Inc | 121.88K | — | $6.95M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | American Century Companies Inc | 118.00K | — | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Envestnet Asset Management Inc | 116.62K | — | $6.65M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | ProShare Advisors LLC | 106.51K | — | $6.08M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Invesco Ltd. | 105.49K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Invesco Ltd. | 105.49K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Invesco Ltd. | 105.49K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Invesco Ltd. | 105.49K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Invesco Ltd. | 105.49K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Jane Street Group, Llc | 98.37K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Jane Street Group, Llc | 98.37K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Tudor Investment Corp Et Al | 94.92K | — | $5.42M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Point72 Asset Management ✦ | 88.87K | +957.9% | $5.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 84.18K | -62.1% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 84.18K | -62.1% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 84.18K | -62.1% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 84.18K | -62.1% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 84.18K | -62.1% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 84.18K | -62.1% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 84.18K | -62.1% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 84.18K | -62.1% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Nuveen, LLC | 83.69K | — | $4.78M | 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
| No new tracked buyers this quarter. |
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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