Ranked by reported Q2 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. | 3.6M | $224.6M | +2.9% | 14.607% | 0.00% |
| 2 | Neuberger Berman Group LLC | 2.2M | $134.3M | +0.5% | 8.733% | 0.04% |
| 3 | STATE STREET CORP | 1.4M | $88.1M | +3.6% | 5.732% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $65.8M | -3.0% | 4.276% | 0.00% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 941K | $58.1M | +8.2% | 3.776% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 687K | $42.4M | +2.2% | 2.758% | 0.01% |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 680K | $41.9M | +107.2% | 2.728% | 0.11% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 662K | $40.8M | +3.9% | 2.656% | 0.00% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 599K | $37.0M | +4.4% | 2.404% | 0.00% |
| 10 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 589K | $36.3M | -7.4% | 2.363% | 0.24% |
| 11 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 497K | $30.7M | +4.0% | 1.996% | 2.10% |
| 12 | TWO SIGMA INVESTMENTS, LP | 418K | $25.8M | +17.1% | 1.676% | 0.02% |
| 13 | AMERICAN CENTURY COMPANIES INC | 355K | $21.9M | +207.0% | 1.427% | 0.01% |
| 14 | RAYMOND JAMES FINANCIAL INC | 300K | $18.5M | +1.2% | 1.205% | 0.01% |
| 15 | Boston Trust Walden Corp | 294K | $18.1M | -3.3% | 1.180% | 0.14% |
| 16 | AMERIPRISE FINANCIAL INC | 292K | $18.0M | -0.9% | 1.173% | 0.00% |
| 17 | NORTHERN TRUST CORP | 272K | $16.8M | -14.8% | 1.090% | 0.00% |
| 18 | FMR LLC | 253K | $15.6M | +9.9% | 1.015% | 0.00% |
| 19 | CITADEL ADVISORS LLC | 242K | $14.9M | +27.5% | 0.972% | 0.00% |
| 20 | Qube Research & Technologies Ltd | 241K | $14.9M | +23.6% | 0.968% | 0.01% |
| 21 | NFJ INVESTMENT GROUP, LLC | 233K | $14.4M | -48.6% | 0.934% | 0.49% |
| 22 | MORGAN STANLEY | 227K | $14.0M | +1.3% | 0.912% | 0.00% |
| 23 | BANK OF AMERICA CORP /DE/ | 217K | $13.4M | -32.6% | 0.869% | 0.00% |
| 24 | TIMUCUAN ASSET MANAGEMENT INC/FL | 210K | $13.0M | 0.0% | 0.845% | 0.48% |
| 25 | Bank of New York Mellon Corp | 208K | $12.9M | +1.9% | 0.836% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LKFN — a direct measure of their conviction.
Filings activity in LKFN during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 253 | +7.7% | 84.34% | +0.68 pp | $1.29B | +8.9% |
| Q1 2026 | 235 | +4.4% | 83.66% | +1.47 pp | $1.18B | +0.8% |
| Q4 2025 | 225 | 6.6% | 82.19% | 1.00 pp | $1.17B | 13% |
| Q3 2025 | 241 | +3.4% | 83.19% | 1.09 pp | $1.35B | +3.5% |
| Q2 2025 | 233 | 3.7% | 84.28% | +0.53 pp | $1.31B | +4.6% |
| Q1 2025 | 242 | +5.7% | 83.75% | 0.92 pp | $1.25B | 15% |
| Q4 2024 | 229 | 0.9% | 84.67% | +1.34 pp | $1.46B | +7.8% |
| Q3 2024 | 231 | — | 83.33% | — | $1.36B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LKFN stock.
Based on Q2 2026 13F filings, institutional ownership of Lakeland Financial Corporation stands at 84.3%, held across 253 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LKFN, with approximately 3,639,015 shares worth $0.22B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of LKFN, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for LKFN is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
40 institutions opened new positions in LKFN during Q2 2026, while 20 fully exited. 166 added to existing positions and 41 trimmed.
LKFN institutional ownership rose by 0.68 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 59.8% of all reported 13F value in LKFN, and the top 25 account for 80.2%.
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