Security record · archived quarter
LKFN
Lakeland Financial Corporation · Financial Services · Banks - Regional
89Tracked holders
-2Δ holders
15.64MShares held
$896.89MReported value
+2New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -2.2% ·
share flow +2.3% ·
net new positions -2.2%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 9.49K | $545,462 | n/a | n/a |
| 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 | n/a |
| Q3 2025 | 16 | -1 | 8.52M | $547.20M | n/a | −1 |
| Q2 2025 | 14 | 0 | 8.48M | $521.28M | n/a | n/a |
| Q1 2025 | 11 | +3 | 2.55M | $151.68M | +3 | n/a |
| Q4 2024 | 8 | -3 | 2.14M | $146.83M | n/a | −3 |
| Q3 2024 | 10 | +1 | 822.56K | $53.57M | +1 | n/a |
| Q2 2024 | 9 | n/a | 771.66K | $47.48M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.54M | -0.7% | $202.92M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 2 | Neuberger Berman Group LLC | 2.17M | +21.5% | $124.25M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 1.38M | +8.2% | $79.11M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 1.10M | n/a | $63.01M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Charles Schwab Investment… | 869.27K | -17.1% | $49.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 672.17K | -4.8% | $38.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 7 | Geode Capital Management ✦ (passive) | 636.79K | +3.1% | $36.54M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Two Sigma Investments ✦ | 356.64K | +97.2% | $20.46M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 321.41K | +4.8% | $18.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Northern Trust Corp | 318.93K | -3.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 11 | Ameriprise Financial Inc | 294.85K | -1.0% | $16.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Raymond James Financial Inc | 296.58K | +0.9% | $16.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Fidelity (FMR) ✦ | 230.03K | +18.5% | $13.20M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 224.84K | -10.6% | $12.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Morgan Stanley ✦ | 224.21K | -11.8% | $12.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 16 | Bank of New York Mellon Corp | 204.49K | -1.5% | $11.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 17 | Qube Research & Technologies Ltd | 195.09K | +12.5% | $11.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 189.88K | +131.2% | $10.90M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 19 | Principal Financial Group Inc | 122.99K | +0.9% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | American Century Companies Inc | 115.78K | -1.9% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 114.94K | -1.4% | $6.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | ProShare Advisors LLC | 112.87K | +6.0% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Invesco Ltd. | 108.22K | +2.6% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 24 | D. E. Shaw & Co. ✦ | 105.19K | +37.5% | $6.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | UBS Group AG | 102.40K | +168.9% | $5.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Nuveen, LLC | 96.48K | +15.3% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Point72 Asset Management ✦ | 82.89K | -6.7% | $4.76M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Rhumbline Advisers | 75.32K | +1.4% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 68.14K | -19.1% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 30 | Tudor Investment Corp Et Al | 59.95K | -36.9% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 59.21K | -26.6% | $3.40M | 0.0% | ▼ Trim | 8 | SEC ↗ ×6 |
| 32 | Renaissance Technologies ✦ | 58.54K | -55.0% | $3.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Millennium Management ✦ | 58.37K | -28.9% | $3.35M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 34 | Legal & General Group Plc | 56.60K | -10.2% | $3.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Hrt Financial Lp | 52.18K | +962.3% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Swiss National Bank | 50.45K | 0.0% | $2.89M | 0.0% | Held | 2 | SEC ↗ |
| 37 | Sei Investments Co | 49.48K | +6.5% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Royal Bank Of Canada | 48.73K | +1.7% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 39 | UBS AM, a distinct business unit of… | 47.95K | +1.0% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 40 | Jane Street Group, Llc | 42.84K | -56.5% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Healthcare Of Ontario Pension Plan… | 42.30K | 0.0% | $2.43M | 0.0% | Held | 2 | SEC ↗ |
| 42 | Stifel Financial Corp | 41.99K | -2.0% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Citigroup Inc | 41.05K | +8.5% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Wells Fargo & Company/Mn | 40.18K | -50.6% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | First Trust Advisors Lp | 38.99K | -31.3% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | T. Rowe Price ✦ | 37.35K | +14.6% | $2.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 47 | Squarepoint Ops LLC | 36.45K | +9.5% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 26.92K | 0.0% | $1.54M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Man Group plc | 25.56K | +47.2% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Prudential Financial Inc | 25.53K | +6.7% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Balyasny Asset Management L.P. | 25.41K | +174.1% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Cetera Investment Advisers | 24.79K | +0.9% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | California State Teachers… | 24.74K | -0.8% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 23.73K | +12.3% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 55 | Bnp Paribas Financial Markets | 21.53K | +87.1% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Barclays Plc | 20.36K | -55.8% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | Susquehanna International Group, Llp | 19.80K | +23.7% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | New York State Common Retirement… | 17.88K | 0.0% | $1.03M | 0.0% | Held | 2 | SEC ↗ |
| 59 | Marshall Wace ✦ | 17.67K | -40.0% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Mirae Asset Global Investments Co.… | 17.65K | -23.5% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 16.19K | +5.9% | $929,074 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 62 | LPL Financial LLC | 12.80K | -3.2% | $734,226 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Janus Henderson Group Plc | 12.25K | 0.0% | $702,545 | 0.0% | Held | 2 | SEC ↗ |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.65K | -0.5% | $668,247 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Cerity Partners LLC | 11.48K | +9.7% | $658,590 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | Manufacturers Life Insurance… | 10.81K | -4.8% | $620,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Fifth Third Bancorp | 10.20K | +7035.7% | $585,488 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Arrowstreet Capital ✦ | 8.43K | New | $483,484 | 0.0% | New | 1 | SEC ↗ |
| 69 | Quantinno Capital Management LP | 7.17K | +26.1% | $411,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | State Board Of Administration Of… | 6.63K | 0.0% | $380,429 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 5.98K | +23.1% | $343,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Universal- Beteiligungs- und… | 5.49K | +16.2% | $315,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 5.07K | +96.2% | $291,147 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 74 | HighTower Advisors, LLC | 4.78K | -43.5% | $273,990 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Voya Investment Management Llc | 4.59K | -4.2% | $263,145 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Captrust Financial Advisors | 4.43K | -3.7% | $254,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Canada Pension Plan Investment Board | 4.00K | 0.0% | $229,520 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Victory Capital Management Inc | 4.00K | -0.2% | $229,405 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Cwm, Llc | 3.94K | -10.3% | $226,303 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Pictet Asset Management Holding SA | 3.77K | -1.9% | $216,437 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Us Bancorp \De\ | 2.32K | +8.4% | $133,351 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | Ensign Peak Advisors, Inc | 2.14K | 0.0% | $123,023 | 0.0% | Held | 2 | SEC ↗ |
| 83 | Jones Financial Companies Lllp | 1.96K | -6.9% | $110,863 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Rockefeller Capital Management L.P. | 1.47K | +101.0% | $84,064 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 85 | Osaic Holdings, Inc. | 310 | +34.2% | $17,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Optiver Holding B.V. | 36 | -37.9% | $2,066 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Northwestern Mutual Wealth… | 28 | 0.0% | $1,607 | 0.0% | Held | 2 | SEC ↗ |
| 88 | Kayne Anderson Rudnick Investment… | 21 | -94.5% | $1,205 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Simplex Trading, Llc | 9 | New | $516 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $483,484 | 0.0% |
| Simplex Trading, Llc | $516 | 0.0% |
Exited
| Allspring Global Investments… | $2.39M | was 0.0% |
| Assenagon Asset Management… | $2.25M | was 0.0% |
| Hsbc Holdings Plc | $1.31M | was 0.0% |
| BNP Paribas Asset Management… | $8,000 | 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: Q1 2026 ·
Methodology ·
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