LAKELAND FINANCIAL CORP - Common Stock (LKFN)
CUSIP: 511656100
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 25,480,800
- Total 13F shares
- 21,209,199
- Share change
- -291,684
- Total reported value
- $1,361,666,766
- Price per share
- $64.20
- Number of holders
- 242
- Value change
- -$18,333,259
- Number of buys
- 97
- Number of sells
- 119
Quarterly Holders Quick Answers
What is CUSIP 511656100?
CUSIP 511656100 identifies LKFN - LAKELAND FINANCIAL CORP - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 511656100:
Top shareholders of LKFN - LAKELAND FINANCIAL CORP - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
14%
|
3,594,918
|
$220,907,710 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.4%
|
1,877,659
|
$115,382,146 | — | 30 Jun 2025 | |
| Neuberger Berman Group LLC |
13F
13D/G
|
Company |
5.9%
from 13D/G
|
1,512,029
|
$92,914,182 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
5.3%
|
1,354,542
|
$83,236,606 | — | 30 Jun 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
4%
|
1,023,432
|
$62,889,896 | — | 30 Jun 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13D/G
13F
|
Company |
3.6%
|
916,558
|
$59,365,462 | -$36,824,724 | 30 Jun 2025 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
3.5%
|
881,944
|
$54,195,673 | — | 30 Jun 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.9%
|
731,742
|
$44,965,871 | — | 30 Jun 2025 | |
| Copeland Capital Management, LLC |
13F
|
Company |
2.7%
|
689,111
|
$42,345,876 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
622,041
|
$38,229,372 | — | 30 Jun 2025 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
1.8%
|
464,425
|
$28,538,916 | — | 30 Jun 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
1.5%
|
383,525
|
$23,567,611 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
356,533
|
$21,908,954 | — | 30 Jun 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.3%
|
343,340
|
$21,098,243 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.3%
|
335,994
|
$20,646,821 | — | 30 Jun 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.3%
|
335,901
|
$20,641,112 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.3%
|
325,912
|
$20,027,281 | — | 30 Jun 2025 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
1.1%
|
283,690
|
$17,432,751 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.86%
|
220,347
|
$13,540,326 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.86%
|
218,023
|
$13,397,598 | — | 30 Jun 2025 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
0.78%
|
199,111
|
$12,235,371 | — | 30 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.78%
|
198,101
|
$12,173,313 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.75%
|
190,134
|
$11,683,750 | — | 30 Jun 2025 | |
| MONARCH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.61%
|
154,493
|
$9,493,595 | — | 30 Jun 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.56%
|
141,500
|
$8,695,175 | — | 30 Jun 2025 | |
| FMR LLC |
13F
|
Company |
0.54%
|
138,063
|
$8,484,023 | — | 30 Jun 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.52%
|
132,845
|
$8,163,325 | — | 30 Jun 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.51%
|
130,891
|
$8,043,252 | — | 30 Jun 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.51%
|
130,488
|
$8,018,488 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.51%
|
129,992
|
$7,988,018 | — | 30 Jun 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.5%
|
126,763
|
$7,789,586 | — | 30 Jun 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.45%
|
115,866
|
$7,119,966 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.42%
|
107,423
|
$6,601,150 | — | 30 Jun 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.41%
|
105,663
|
$6,492,991 | — | 30 Jun 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.41%
|
103,839
|
$6,380,907 | — | 30 Jun 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.38%
|
95,740
|
$5,883,245 | — | 30 Jun 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.35%
|
89,452
|
$5,496,825 | — | 30 Jun 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.34%
|
87,104
|
$5,352,541 | — | 30 Jun 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.34%
|
85,903
|
$5,278,739 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.33%
|
83,195
|
$5,112,333 | — | 30 Jun 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.32%
|
81,415
|
$5,002,933 | — | 30 Jun 2025 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.3%
|
77,146
|
$4,740,595 | — | 30 Jun 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.28%
|
71,555
|
$4,397,055 | — | 30 Jun 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.28%
|
70,421
|
$4,327,371 | — | 30 Jun 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.28%
|
70,351
|
$4,323,069 | — | 30 Jun 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.27%
|
68,113
|
$4,185,544 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.26%
|
66,818
|
$4,105,967 | — | 30 Jun 2025 | |
| Ronald Truex |
3/4/5
|
Director |
—
mixed-class rows
|
73,544
mixed-class rows
|
$4,105,820 | — | 07 Feb 2022 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.26%
|
66,144
|
$4,064,548 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.25%
|
62,699
|
$3,852,853 | — | 30 Jun 2025 |
Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q3 2025
As of 30 Sep 2025,
LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by
242 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,209,199 shares.
The largest 10 holders included
BlackRock, Inc., NEUBERGER BERMAN GROUP LLC, VANGUARD GROUP INC, STATE STREET CORP, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, SILVERCREST ASSET MANAGEMENT GROUP LLC, VICTORY CAPITAL MANAGEMENT INC, DIMENSIONAL FUND ADVISORS LP, Copeland Capital Management, LLC, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
242
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
234
Q3 2025 holders
242
Holder diff
8
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.