LAKELAND FINANCIAL CORP - Common Stock (LKFN)
CUSIP: 511656100
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 25,480,800
- Total 13F shares
- 11,724
- Share change
- -329
- Total reported value
- $672,524
- Price per share
- $57.38
- Number of holders
- 7
- Value change
- -$18,850
- Number of buys
- 2
- Number of sells
- 3
Quarterly Holders Quick Answers
What is CUSIP 511656100?
CUSIP 511656100 identifies LKFN - LAKELAND FINANCIAL CORP - Common Stock in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
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%
|
3,561,209
|
$203,202,585 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.4%
|
1,887,812
|
$107,718,553 | — | 31 Dec 2025 | |
| Neuberger Berman Group LLC |
13F
13D/G
|
Company |
5.9%
from 13D/G
|
1,782,838
|
$101,728,736 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13D/G
13F
|
STATE STREET CORPORATION · Company |
5%
|
1,274,040
|
$72,696,722 | -$4,593,444 | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
4.1%
|
1,049,197
|
$59,867,181 | — | 31 Dec 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 |
2.8%
|
724,936
|
$41,364,986 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.8%
|
706,224
|
$40,297,623 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
617,754
|
$35,253,235 | — | 31 Dec 2025 | |
| Copeland Capital Management, LLC |
13F
|
Company |
2.4%
|
615,680
|
$35,130,761 | — | 31 Dec 2025 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
1.9%
|
482,244
|
$27,516,843 | — | 31 Dec 2025 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
1.8%
|
449,242
|
$25,633,748 | — | 31 Dec 2025 | |
| Boston Trust Walden Corp |
13F
|
Company |
1.4%
|
344,319
|
$19,646,842 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
330,005
|
$18,830,085 | — | 31 Dec 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.3%
|
327,362
|
$18,679,271 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.2%
|
306,826
|
$17,507,509 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.2%
|
297,791
|
$16,991,974 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.2%
|
293,813
|
$16,839,323 | — | 31 Dec 2025 | |
| M. Scott Welch |
3/4/5
|
Director |
—
mixed-class rows
|
272,824
mixed-class rows
|
$15,698,191 | +$1,419,064 | 12 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
1%
|
254,055
|
$14,496,481 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.99%
|
251,470
|
$14,348,897 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.81%
|
207,605
|
$11,845,956 | — | 31 Dec 2025 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
0.78%
|
199,761
|
$11,398,363 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
0.76%
|
194,183
|
$11,080,110 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.71%
|
180,881
|
$10,321,070 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.68%
|
173,428
|
$9,895,802 | — | 31 Dec 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.62%
|
159,236
|
$9,086,006 | — | 31 Dec 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.6%
|
153,707
|
$8,770,521 | — | 31 Dec 2025 | |
| MONARCH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.6%
|
153,465
|
$8,756,713 | — | 31 Dec 2025 | |
| David M. Findlay |
3/4/5
|
CEO |
0.51%
|
129,099
|
$8,119,612 | -$189,057 | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.51%
|
130,229
|
$7,430,867 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.48%
|
121,884
|
$6,954,701 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.46%
|
118,001
|
$6,733,137 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.46%
|
116,625
|
$6,654,625 | — | 31 Dec 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.42%
|
106,514
|
$6,077,688 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.41%
|
105,493
|
$6,019,431 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.39%
|
98,369
|
$5,612,935 | — | 31 Dec 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.37%
|
94,922
|
$5,416,249 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.35%
|
88,866
|
$5,070,694 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.35%
|
88,399
|
$5,044,047 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.33%
|
84,179
|
$4,803,253 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.33%
|
83,689
|
$4,775,295 | — | 31 Dec 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.32%
|
82,400
|
$4,701,744 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.32%
|
82,145
|
$4,687,193 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.32%
|
82,130
|
$4,686,338 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.32%
|
81,369
|
$4,642,966 | — | 31 Dec 2025 | |
| Melinda Jo Truex |
3/4/5
|
Director |
—
mixed-class rows
|
80,094
mixed-class rows
|
$4,622,993 | +$499,454 | 05 Feb 2026 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.32%
|
80,624
|
$4,600,386 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.3%
|
76,503
|
$4,365,261 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.29%
|
74,306
|
$4,239,884 | — | 31 Dec 2025 |
Institutional Holders of LAKELAND FINANCIAL CORP - Common Stock (LKFN) as of Q1 2026
As of 31 Mar 2026,
LAKELAND FINANCIAL CORP - Common Stock (LKFN) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,724 shares.
The largest 7 holders included
CX Institutional, SAPIENT CAPITAL LLC, GAMMA Investing LLC, Retirement Wealth Solutions LLC, Farther Finance Advisors, LLC, Versant Capital Management, Inc, and SIGNATUREFD, LLC.
This page lists
7
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
225
Q1 2026 holders
7
Holder diff
-218
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.