LKFN Institutional Ownership & Shareholders

LAKELAND FINANCIAL CORP (LKFN) is currently held by 254 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.26B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of LKFN tracked by InsiderSet, reporting ownership valued at approximately $224.60M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $218.67M, representing an estimated loss of -2.64% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed LKFN value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Neuberger Berman Group Llc, State Street Corp, and several other long-term asset managers with concentrated positions in LAKELAND FINANCIAL CORP (LKFN).

This page ranks the largest institutional LKFN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

254

Total Reported Value

$1.26B

Largest Holder

Blackrock, Inc.

Largest Position

$224.60M

Insider Transactions (90d)

2

Latest Filing Quarter

Q2 2026

New Institutional Positions

58

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%3,639,015$224,600,007$218,668,411-$5,931,596-2.64%
Neuberger Berman Group Llc0.08%1,782,838$101,728,736$107,130,735+$5,401,999+5.31%
State Street Corp0.00%1,428,098$88,137,772$85,814,409-$2,323,363-2.64%
Vanguard Capital Management Llc0.00%1,065,329$65,752,106$64,015,620-$1,736,486-2.64%
Charles Schwab Investment Management Inc0.01%940,862$58,070,003$56,536,398-$1,533,605-2.64%
Dimensional Fund Advisors Lp0.01%687,078$42,405,258$41,286,517-$1,118,741-2.64%
Fuller & Thaler Asset Management, Inc.0.11%679,655$41,948,287$40,840,469-$1,107,818-2.64%
Geode Capital Management, Llc0.00%661,616$40,840,687$39,756,505-$1,084,182-2.65%
Vanguard Portfolio Management Llc0.00%598,952$36,967,317$35,991,026-$976,291-2.64%
Silvercrest Asset Management Group Llc0.24%588,817$36,341,916$35,382,014-$959,902-2.64%
Neumeier Poma Investment Counsel Llc2.10%497,399$30,699,466$29,888,706-$810,760-2.64%
Two Sigma Investments, Lp0.02%417,612$25,775,013$25,094,305-$680,708-2.64%
American Century Companies Inc0.01%355,466$21,939,361$21,359,952-$579,409-2.64%
Raymond James Financial Inc0.01%300,208$18,528,857$18,039,499-$489,358-2.64%
Ameriprise Financial Inc0.00%292,152$18,031,621$17,555,414-$476,207-2.64%
Northern Trust Corp0.00%271,574$16,761,548$16,318,882-$442,666-2.64%
Boston Trust Walden Corp0.13%279,458$16,113,549$16,792,631+$679,082+4.21%
Fmr Llc0.00%252,764$15,600,633$15,188,589-$412,044-2.64%
Citadel Advisors Llc0.01%242,114$14,943,276$14,548,630-$394,646-2.64%
Qube Research & Technologies Ltd0.02%241,188$14,886,123$14,492,987-$393,136-2.64%
Nfj Investment Group, Llc0.49%232,747$14,365,144$13,985,767-$379,377-2.64%
Morgan Stanley0.00%227,207$14,023,299$13,652,869-$370,430-2.64%
Bank Of America Corp0.00%216,625$13,370,095$13,016,996-$353,099-2.64%
Timucuan Asset Management Inc/Fl0.48%210,411$12,986,567$12,643,597-$342,970-2.64%
Bank Of New York Mellon Corp0.00%208,318$12,857,359$12,517,829-$339,530-2.64%
Aqr Capital Management Llc0.00%203,681$12,571,196$12,239,191-$332,005-2.64%
Goldman Sachs Group Inc0.00%200,893$12,399,116$12,071,660-$327,456-2.64%
Vanguard Fiduciary Trust Co0.00%172,916$10,672,376$10,390,522-$281,854-2.64%
Aptus Capital Advisors, Llc0.07%156,213$9,641,466$9,386,839-$254,627-2.64%
Proshare Advisors Llc0.01%163,890$9,449,896$9,848,150+$398,254+4.21%
Kennedy Capital Management Llc0.17%152,293$9,399,524$9,151,286-$248,238-2.64%
Monarch Capital Management Inc1.93%146,173$8,428,336$8,783,536+$355,200+4.21%
Ubs Group Ag0.00%126,602$7,813,875$7,607,514-$206,361-2.64%
D. E. Shaw & Co., Inc.0.00%122,938$7,587,733$7,387,344-$200,389-2.64%
Principal Financial Group Inc0.00%119,787$6,906,918$7,198,001+$291,083+4.21%
Millennium Management Llc0.00%111,414$6,876,472$6,694,867-$181,605-2.64%
Invesco Ltd.0.00%101,334$6,254,333$6,089,160-$165,173-2.64%
Point72 Asset Management, L.P.0.01%99,820$6,160,890$5,998,184-$162,706-2.64%
Nuveen, Llc0.00%96,932$5,982,644$5,824,644-$158,000-2.64%
Public Sector Pension Investment Board0.01%85,608$5,283,726$5,144,185-$139,541-2.64%
Arrowstreet Capital, Limited Partnership0.00%82,235$5,075,544$4,941,501-$134,043-2.64%
Renaissance Technologies LLCJim Simons0.01%72,968$4,503,585$4,384,647-$118,938-2.64%
Rhumbline Advisers0.00%66,749$4,119,730$4,010,947-$108,783-2.64%
Squarepoint Ops Llc0.01%64,317$3,969,645$3,864,809-$104,836-2.64%
Wells Fargo & Company/Mn0.00%58,784$3,628,128$3,532,331-$95,797-2.64%
Man Group Plc0.01%57,985$3,578,834$3,484,319-$94,515-2.64%
Legal & General Group Plc0.00%57,209$3,530,939$3,437,689-$93,250-2.64%
Exoduspoint Capital Management, Lp0.03%52,885$3,264,062$3,177,860-$86,202-2.64%
Swiss National Bank0.00%49,650$3,064,398$2,983,469-$80,930-2.64%
Tudor Investment Corp Et Al0.01%49,386$3,048,104$2,967,605-$80,499-2.64%
Showing 50 of 254

Frequently asked questions about LKFN

  • Who are the largest institutional holders of LKFN?

    The largest institutional holders of LKFN reported in the latest SEC Form 13F filings include Blackrock, Inc., Neuberger Berman Group Llc, State Street Corp, Vanguard Capital Management Llc, and Charles Schwab Investment Management Inc. InsiderSet ranks institutional holders by their latest reported LKFN position.

  • What is LKFN institutional ownership?

    This page tracks LKFN positions reported by institutional investment managers through SEC Form 13F. LAKELAND FINANCIAL CORP (LKFN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own LKFN?

    InsiderSet currently tracks 254 institutional managers reporting LKFN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LKFN shareholders.

  • How much LKFN stock do institutions own?

    Institutional investment managers disclosed approximately $1.26B in LKFN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was LKFN institutional ownership last updated?

    The latest LKFN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional LKFN holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LKFN position after the reporting date.

  • Are institutions buying or selling LKFN?

    Institutional buying and selling can be analyzed by comparing LKFN positions across consecutive 13F reporting periods. InsiderSet's LKFN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LKFN ownership changes.

  • How has LKFN institutional ownership changed over time?

    InsiderSet tracks LKFN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.