Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LKFN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.5M | $202.9M | -0.7% | 13.569% | 0.00% |
| 2 | Neuberger Berman Group LLC | 2.2M | $124.3M | +21.5% | 8.309% | 0.09% |
| 3 | STATE STREET CORP | 1.4M | $79.1M | +8.2% | 5.290% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $63.0M | β | 4.213% | 0.00% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 869K | $49.9M | -17.2% | 3.335% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 672K | $38.6M | -4.8% | 2.579% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 637K | $36.5M | +3.1% | 2.443% | 0.00% |
| 8 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 636K | $36.5M | -12.3% | 2.441% | 0.26% |
| 9 | Copeland Capital Management, LLC | 606K | $34.8M | -1.5% | 2.327% | 0.77% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 574K | $32.9M | β | 2.201% | 0.00% |
| 11 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 478K | $27.4M | -0.9% | 1.835% | 2.26% |
| 12 | NFJ INVESTMENT GROUP, LLC | 453K | $26.0M | +0.9% | 1.739% | 0.99% |
| 13 | TWO SIGMA INVESTMENTS, LP | 357K | $20.5M | +97.2% | 1.368% | 0.02% |
| 14 | FULLER & THALER ASSET MANAGEMENT, INC. | 328K | $18.8M | +0.2% | 1.259% | 0.06% |
| 15 | BANK OF AMERICA CORP /DE/ | 321K | $18.4M | +4.8% | 1.233% | 0.00% |
| 16 | NORTHERN TRUST CORP | 319K | $18.3M | -3.4% | 1.224% | 0.00% |
| 17 | Boston Trust Walden Corp | 304K | $17.4M | -11.7% | 1.166% | 0.14% |
| 18 | AMERIPRISE FINANCIAL INC | 295K | $16.9M | -1.0% | 1.131% | 0.00% |
| 19 | RAYMOND JAMES FINANCIAL INC | 297K | $16.8M | +0.9% | 1.138% | 0.01% |
| 20 | FMR LLC | 230K | $13.2M | +18.5% | 0.883% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 225K | $12.9M | -10.6% | 0.863% | 0.00% |
| 22 | MORGAN STANLEY | 224K | $12.9M | -11.8% | 0.860% | 0.00% |
| 23 | TIMUCUAN ASSET MANAGEMENT INC/FL | 210K | $12.1M | +5.3% | 0.807% | 0.44% |
| 24 | Bank of New York Mellon Corp | 204K | $11.7M | -1.5% | 0.785% | 0.00% |
| 25 | Qube Research & Technologies Ltd | 195K | $11.2M | +12.5% | 0.749% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LKFN β a direct measure of their conviction.
Filings activity in LKFN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LKFN position in Q1 2026
Institutions that fully closed their LKFN position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 232 | +3.1% | 73.11% | +0.32 pp | $1.18B | +0.4% |
| Q4 2025 | 225 | 6.6% | 72.79% | 11.11 pp | $1.17B | 13% |
| Q3 2025 | 241 | +3.4% | 83.90% | +2.83 pp | $1.35B | +3.5% |
| Q2 2025 | 233 | 3.7% | 81.07% | +3.56 pp | $1.31B | +4.6% |
| Q1 2025 | 242 | +5.7% | 77.51% | 13.39 pp | $1.25B | 15% |
| Q4 2024 | 229 | 0.9% | 90.90% | +6.54 pp | $1.46B | +7.8% |
| Q3 2024 | 231 | +6.9% | 84.36% | +1.97 pp | $1.36B | +2.4% |
| Q2 2024 | 216 | β | 82.39% | β | $1.33B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LKFN stock.
Based on Q1 2026 13F filings, institutional ownership of Lakeland Financial Corporation stands at 73.1%, held across 232 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LKFN, with approximately 3,536,366 shares worth $0.20B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of LKFN, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for LKFN is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
30 institutions opened new positions in LKFN during Q1 2026, while 23 fully exited. 113 added to existing positions and 85 trimmed.
LKFN institutional ownership rose by 0.32 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 59.3% of all reported 13F value in LKFN, and the top 25 account for 80.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lakeland Financial Corporation (LKFN) Institutional Ownership