Latest Period
Q1 2026
Security Snapshot
LAKELAND FINANCIAL CORP - COMMON STOCK (LKFN) Institutional Ownership
CUSIP: 511656100
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
235
Shares (Excl. Options)
20,830,487
Price
$57.38
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- LKFN on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 20,830,487
- Total 13F value
- $1,195,001,074
- Portfolio coverage rank
- 0%
- Share change
- +122,568
- Value change
- +$7,142,703
- Number of holders
- 235
- Shares outstanding
- 26,013,189
- SEC-reported price per share
- $62.18
- Insider filing price
- $62.18
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- LKFN - LAKELAND FINANCIAL CORP - COMMON STOCK is tracked under CUSIP 511656100.
- 235 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 226 to 235 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,182,541,734 to $1,195,001,074.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 235 institutions filings for Q1 2026.
Security key
511656100
Latest holder period
Q1 2026
13F holders
235
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
LKFN full holder history
LAKELAND FINANCIAL CORP SEC filings
LAKELAND FINANCIAL CORP company facts
LAKELAND FINANCIAL CORP insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 511656100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
LKFN
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | $201,612,835 | 3,513,643 | BlackRock, Inc. | 31 Mar 2026 | |||
| Neuberger Berman Group LLC | 5.9% | $92,914,031 | 1,512,029 | Neuberger Berman Group LLC | 30 Jun 2025 | |||
| STATE STREET CORP | 5.3% | +6% | $79,109,749 | +$6,005,333 | 1,378,699 | +8.2% | STATE STREET CORPORATION | 31 Mar 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 3.6% | -37% | $59,365,462 | -$36,824,724 | 916,558 | -38% | Victory Capital Management, Inc. | 30 Jun 2025 |
As of 31 Mar 2026, 235 institutional investors reported holding 20,830,487 shares of LAKELAND FINANCIAL CORP - COMMON STOCK (LKFN). This represents 80% of the company’s total 26,013,189 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
64%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 3,536,366 | -0.7% | 0% | $202,916,682 |
| NEUBERGER BERMAN GROUP LLC | 8.3% | 2,165,397 | +21% | 0.09% | $124,250,480 |
| STATE STREET CORP | 5.3% | 1,378,699 | +8.2% | 0% | $79,109,749 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.2% | 1,098,043 | 0% | 0% | $63,005,707 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.3% | 869,268 | -17% | 0.01% | $49,878,598 |
| DIMENSIONAL FUND ADVISORS LP | 2.6% | 672,171 | -4.8% | 0.01% | $38,568,300 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 636,788 | +3.1% | 0% | $36,543,662 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 2.4% | 636,117 | -12% | 0.26% | $36,500,559 |
| Copeland Capital Management, LLC | 2.3% | 606,364 | -1.5% | 0.77% | $34,793,166 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2% | 573,728 | 0% | 0% | $32,920,513 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 1.8% | 478,164 | -0.85% | 2.3% | $27,437,050 |
| NFJ INVESTMENT GROUP, LLC | 1.7% | 453,232 | +0.89% | 0.99% | $26,006,452 |
| TWO SIGMA INVESTMENTS, LP | 1.4% | 356,641 | +97% | 0.02% | $20,464,061 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.3% | 328,082 | +0.22% | 0.06% | $18,825,341 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 321,410 | +4.8% | 0% | $18,442,505 |
| NORTHERN TRUST CORP | 1.2% | 318,933 | -3.4% | 0% | $18,300,376 |
| Boston Trust Walden Corp | 1.2% | 303,942 | -12% | 0.14% | $17,440,192 |
| RAYMOND JAMES FINANCIAL INC | 1.1% | 296,585 | +0.94% | 0.01% | $16,834,529 |
| AMERIPRISE FINANCIAL INC | 1.1% | 294,848 | -0.99% | 0% | $16,918,376 |
| FMR LLC | 0.88% | 230,027 | +18% | 0% | $13,198,991 |
| GOLDMAN SACHS GROUP INC | 0.86% | 224,843 | -11% | 0% | $12,901,501 |
| MORGAN STANLEY | 0.86% | 224,209 | -12% | 0% | $12,865,125 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 0.81% | 210,411 | +5.3% | 0.44% | $12,073,383 |
| Bank of New York Mellon Corp | 0.79% | 204,490 | -1.5% | 0% | $11,733,620 |
| Qube Research & Technologies Ltd | 0.75% | 195,093 | +12% | 0.02% | $11,194,436 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 20,830,487 | $1,195,001,074 | +$7,142,703 | $57.38 | 235 |
| 2025 Q4 | 20,722,578 | $1,182,541,734 | -$26,430,916 | $57.06 | 226 |
| 2025 Q3 | 21,209,199 | $1,361,666,766 | -$18,333,259 | $64.20 | 242 |
| 2025 Q2 | 21,521,209 | $1,322,780,647 | +$5,260,327 | $61.45 | 234 |
| 2025 Q1 | 21,439,545 | $1,274,424,547 | -$15,537,548 | $59.44 | 243 |
| 2024 Q4 | 21,634,546 | $1,487,648,266 | +$20,687,389 | $68.76 | 230 |
| 2024 Q3 | 21,343,700 | $1,391,686,379 | +$8,238,358 | $65.12 | 233 |
| 2024 Q2 | 21,211,398 | $1,304,691,045 | +$750,253 | $61.52 | 217 |
| 2024 Q1 | 21,205,268 | $1,405,897,854 | +$8,867,589 | $66.32 | 222 |
| 2023 Q4 | 21,065,041 | $1,372,626,301 | +$24,013,212 | $65.16 | 206 |
| 2023 Q3 | 20,736,329 | $984,176,138 | +$9,432,584 | $47.46 | 197 |
| 2023 Q2 | 20,502,331 | $994,812,458 | -$9,847,583 | $48.52 | 196 |
| 2023 Q1 | 20,530,557 | $1,286,067,013 | +$9,093,473 | $62.64 | 212 |
| 2022 Q4 | 20,379,399 | $1,487,197,109 | -$1,417,433 | $72.97 | 226 |
| 2022 Q3 | 20,407,422 | $1,486,091,002 | -$7,694,801 | $72.81 | 212 |
| 2022 Q2 | 20,427,586 | $1,356,858,311 | -$8,678,694 | $66.42 | 206 |
| 2022 Q1 | 20,719,531 | $1,513,209,879 | -$4,480,848 | $73.00 | 193 |
| 2021 Q4 | 20,761,210 | $1,662,493,568 | -$5,781,350 | $80.14 | 181 |
| 2021 Q3 | 20,784,530 | $1,480,031,211 | +$153,803,984 | $71.24 | 173 |
| 2021 Q2 | 18,762,599 | $1,156,732,479 | -$17,883,407 | $61.64 | 164 |
| 2021 Q1 | 19,022,676 | $1,315,989,749 | -$4,123,654 | $69.19 | 164 |
| 2020 Q4 | 19,039,266 | $1,020,528,287 | -$7,796,243 | $53.58 | 142 |
| 2020 Q3 | 19,095,336 | $787,203,928 | -$29,981,614 | $41.20 | 136 |
| 2020 Q2 | 19,784,335 | $919,707,461 | +$25,903,641 | $46.59 | 130 |
| 2020 Q1 | 19,348,535 | $711,777,750 | -$27,107,188 | $36.75 | 134 |