DaveManuel.com · Institutional Ownership · Who Owns It
LAKELAND FINL CORP (LKFN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
255
Reporting holders
$1.3B
Reported value
84.5%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+20
Holder change
Institutions report 21,016,375 shares against 24,857,840 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $224.6M | 3,639,015 | 0.00% | 8q | +2.9%+$6.3M |
| NEUBERGER BERMAN GROUP LLC | $134.3M | 2,175,765 | 0.09% | 31q | HELD |
| STATE STREET CORP | $88.1M | 1,428,098 | 0.00% | 31q | +3.6%+$3.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $65.8M | 1,065,329 | 0.00% | 2q | -3.0%-$2.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $58.1M | 940,862 | 0.01% | 31q | +8.2%+$4.4M |
| DIMENSIONAL FUND ADVISORS LP | $42.4M | 687,078 | 0.01% | 31q | +2.2%+$920.0K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $41.9M | 679,655 | 0.11% | 31q | +107.2%+$21.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $40.8M | 661,616 | 0.00% | 31q | +3.9%+$1.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $37.0M | 598,952 | 0.00% | 2q | +4.4%+$1.6M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $36.3M | 588,817 | 0.24% | 26q | -7.4%-$2.9M |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $30.7M | 497,399 | 2.10% | 31q | +4.0%+$1.2M |
| TWO SIGMA INVESTMENTS, LP | $25.8M | 417,612 | 0.02% | 21q | +17.1%+$3.8M |
| AMERICAN CENTURY COMPANIES INC | $21.9M | 355,466 | 0.01% | 26q | +207.0%+$14.8M |
| RAYMOND JAMES FINANCIAL INC | $18.5M | 300,208 | 0.01% | 7q | +1.2%+$223.6K |
| Boston Trust Walden Corp | $18.1M | 293,880 | 0.14% | 4q | -3.3%-$621.0K |
| AMERIPRISE FINANCIAL INC | $18.0M | 292,152 | 0.00% | 31q | -0.9%-$166.4K |
| NORTHERN TRUST CORP | $16.8M | 271,574 | 0.00% | 31q | -14.8%-$2.9M |
| FMR LLC | $15.6M | 252,764 | 0.00% | 31q | +9.9%+$1.4M |
| CITADEL ADVISORS LLC | $14.9M | 242,114 | 0.00% | 24q | +27.5%+$3.2M |
| Qube Research & Technologies Ltd | $14.9M | 241,188 | 0.01% | 9q | +23.6%+$2.8M |
| NFJ INVESTMENT GROUP, LLC | $14.4M | 232,747 | 0.49% | 13q | -48.6%-$13.6M |
| MORGAN STANLEY | $14.0M | 227,207 | 0.00% | 35q | +1.3%+$185.0K |
| BANK OF AMERICA CORP /DE/ | $13.4M | 216,625 | 0.00% | 31q | -32.6%-$6.5M |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $13.0M | 210,411 | 0.48% | 30q | HELD |
| Bank of New York Mellon Corp | $12.9M | 208,318 | 0.00% | 31q | +1.9%+$236.3K |
| AQR CAPITAL MANAGEMENT LLC | $12.6M | 203,681 | 0.00% | 12q | +244.0%+$8.9M |
| GOLDMAN SACHS GROUP INC | $12.4M | 200,893 | 0.00% | 31q | -10.7%-$1.5M |
| VANGUARD FIDUCIARY TRUST CO | $10.7M | 172,916 | 0.00% | 2q | +2.4%+$246.3K |
| Aptus Capital Advisors, LLC | $9.6M | 156,213 | 0.07% | 31q | +0.6%+$58.4K |
| KENNEDY CAPITAL MANAGEMENT LLC | $9.4M | 152,293 | 0.17% | 14q | -2.8%-$274.8K |
| MONARCH CAPITAL MANAGEMENT INC | $9.1M | 146,833 | 2.08% | 31q | -0.8%-$69.4K |
| UBS Group AG | $7.8M | 126,602 | 0.00% | 31q | +23.6%+$1.5M |
| D. E. Shaw & Co., Inc. | $7.6M | 122,938 | 0.00% | 6q | +16.9%+$1.1M |
| PRINCIPAL FINANCIAL GROUP INC | $7.5M | 121,241 | 0.00% | 31q | -1.4%-$107.7K |
| ProShare Advisors LLC | $7.0M | 113,127 | 0.01% | 11q | HELD |
| MILLENNIUM MANAGEMENT LLC | $6.9M | 111,414 | 0.00% | 17q | +90.9%+$3.3M |
| Invesco Ltd. | $6.3M | 101,334 | 0.00% | 31q | -6.4%-$424.9K |
| Point72 Asset Management, L.P. | $6.2M | 99,820 | 0.01% | 8q | +20.4%+$1.0M |
| Nuveen, LLC | $6.0M | 96,932 | 0.00% | 6q | HELD |
| Public Sector Pension Investment Board | $5.3M | 85,608 | 0.01% | 20q | -5.1%-$282.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5.1M | 82,235 | 0.00% | 2q | +876.0%+$4.6M |
| RENAISSANCE TECHNOLOGIES LLC | $4.5M | 72,968 | 0.01% | 6q | +24.6%+$890.2K |
| RHUMBLINE ADVISERS | $4.1M | 66,749 | 0.00% | 31q | -11.4%-$528.9K |
| Squarepoint Ops LLC | $4.0M | 64,317 | 0.00% | 9q | +76.4%+$1.7M |
| WELLS FARGO & COMPANY/MN | $3.6M | 58,784 | 0.00% | 31q | +46.3%+$1.1M |
| Man Group plc | $3.6M | 57,985 | 0.01% | 3q | +126.8%+$2.0M |
| Legal & General Group Plc | $3.5M | 57,209 | 0.00% | 31q | +1.1%+$37.6K |
| ExodusPoint Capital Management, LP | $3.3M | 52,885 | 0.02% | 6q | +73.0%+$1.4M |
| Swiss National Bank | $3.1M | 49,650 | 0.00% | 31q | -1.6%-$49.4K |
| TUDOR INVESTMENT CORP ET AL | $3.0M | 49,386 | 0.00% | 3q | -17.6%-$651.8K |
| JPMORGAN CHASE & CO | $3.0M | 47,910 | 0.00% | 31q | -29.7%-$1.3M |
| 1ST SOURCE BANK | $2.9M | 47,696 | 0.13% | 31q | -18.4%-$662.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.9M | 47,503 | 0.00% | 31q | -0.9%-$27.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.8M | 45,747 | 0.00% | 31q | +22.5%+$518.4K |
| Bridge City Capital, LLC | $2.6M | 41,741 | 0.59% | 31q | +36.8%+$692.6K |
| FIRST TRUST ADVISORS LP | $2.5M | 40,161 | 0.00% | 31q | +3.0%+$72.3K |
| Y-Intercept (Hong Kong) Ltd | $2.2M | 35,842 | 0.04% | new | NEW |
| Rosenthal | Henry Capital Advisors, Inc. | $2.1M | 34,454 | 1.86% | 30q | -19.6%-$518.4K |
| XTX Topco Ltd | $1.9M | 30,924 | 0.02% | 3q | +2.2%+$41.0K |
| SYM FINANCIAL Corp | $1.9M | 30,711 | 0.15% | 12q | -52.9%-$2.1M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.8M | 28,884 | 0.00% | 31q | +16.8%+$256.0K |
| BNP PARIBAS FINANCIAL MARKETS | $1.8M | 28,626 | 0.00% | 31q | +32.9%+$437.8K |
| DEUTSCHE BANK AG\ | $1.7M | 27,668 | 0.00% | 34q | +16.6%+$242.7K |
| SEI INVESTMENTS CO | $1.7M | 26,828 | 0.00% | 25q | -45.8%-$1.4M |
| CITIGROUP INC | $1.6M | 25,903 | 0.00% | 31q | -36.9%-$935.1K |
| PRUDENTIAL FINANCIAL INC | $1.6M | 25,736 | 0.00% | 22q | +0.8%+$13.0K |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.5M | 25,093 | 0.10% | 8q | +420.4%+$1.3M |
| Campbell & CO Investment Adviser LLC | $1.5M | 23,900 | 0.08% | 6q | +328.8%+$1.1M |
| IEQ CAPITAL, LLC | $1.5M | 23,875 | 0.01% | 5q | +544.6%+$1.2M |
| ALLIANCEBERNSTEIN L.P. | $1.5M | 25,377 | 0.00% | 31q | -5.7%-$88.4K |
| WESBANCO BANK INC | $1.4M | 23,300 | 0.04% | new | NEW |
| HEARTLAND ADVISORS INC | $1.4M | 23,248 | 0.06% | 12q | -1.1%-$15.6K |
| Thrivent Financial for Lutherans | $1.4M | 22,234 | 0.00% | 20q | -2.1%-$29.3K |
| CANADA LIFE ASSURANCE Co | $1.3M | 21,769 | 0.00% | 27q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.3M | 21,455 | 0.00% | 31q | +20.0%+$220.8K |
| WINTON GROUP Ltd | $1.3M | 21,407 | 0.04% | 17q | +1.1%+$14.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 21,012 | 0.00% | 30q | -81.7%-$5.8M |
| Mirae Asset Global Investments Co., Ltd. | $1.3M | 20,819 | 0.00% | 16q | +17.9%+$195.5K |
| Trexquant Investment LP | $1.3M | 20,568 | 0.01% | 6q | -15.1%-$225.6K |
| Quantinno Capital Management LP | $1.2M | 19,703 | 0.00% | 4q | +174.8%+$773.5K |
| Cetera Investment Advisers | $1.1M | 18,442 | 0.00% | 21q | -25.6%-$391.8K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1.1M | 18,165 | 0.00% | 3q | -57.1%-$1.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.1M | 17,436 | 0.00% | 2q | HELD |
| Quadrature Capital Ltd | $1.0M | 16,999 | 0.01% | new | NEW |
| Russell Investments Group, Ltd. | $1.0M | 16,770 | 0.00% | 30q | +3.6%+$35.7K |
| Quantbot Technologies LP | $986.5K | 15,983 | 0.04% | 10q | -10.3%-$113.8K |
| Uncommon Cents Investing LLC | $942.2K | 15,266 | 0.20% | 31q | HELD |
| Cerity Partners LLC | $894.5K | 14,493 | 0.00% | 10q | +26.3%+$186.1K |
| MIRABELLA FINANCIAL SERVICES LLP | $891.4K | 14,442 | 0.09% | 2q | +168.1%+$558.9K |
| MetLife Investment Management, LLC | $890.6K | 14,429 | 0.00% | 32q | +3.1%+$26.5K |
| Rafferty Asset Management, LLC | $868.9K | 14,078 | 0.00% | 25q | -26.3%-$310.7K |
| Graham Capital Management, L.P. | $862.5K | 13,975 | 0.02% | 2q | +14.6%+$109.6K |
| SG Americas Securities, LLC | $831.0K | 13,472 | 0.00% | 6q | +18.6%+$130.3K |
| Illinois Municipal Retirement Fund | $822.7K | 13,330 | 0.01% | 12q | HELD |
| Mariner, LLC | $789.8K | 12,797 | 0.00% | new | NEW |
| Jupiter Topco LLC | $756.4K | 12,248 | 0.00% | new | FIRST |
| Elo Mutual Pension Insurance Co | $727.1K | 11,780 | 0.01% | new | NEW |
| Forvis Mazars Wealth Advisors, LLC | $723.5K | 11,722 | 0.01% | 31q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $705.3K | 11,428 | 0.00% | 9q | -1.9%-$13.5K |
| Inspire Investing, LLC | $681.5K | 11,041 | 0.03% | 12q | +23.3%+$128.7K |
Showing the largest 100 of 255 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-29 | Toothaker Bradley J | Director | Sold | 5,900 | $357.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $33.7M | 584,498 | 8 | 16 | 13 | 0.0% |
| Q2 2026 | 255 | $1.3B | 21,016,375 | 41 | 92 | 67 | 0.0% |
| Q1 2026 | 235 | $1.2B | 20,830,488 | 25 | 75 | 87 | 0.1% |
| Q4 2025 | 227 | $1.2B | 21,061,454 | 18 | 65 | 102 | 0.0% |
| Q3 2025 | 243 | $1.4B | 21,320,669 | 30 | 62 | 91 | 0.1% |
| Q2 2025 | 235 | $1.3B | 21,564,507 | 18 | 82 | 84 | 0.1% |
| Q1 2025 | 244 | $1.3B | 21,433,800 | 34 | 79 | 74 | 0.0% |
| Q4 2024 | 231 | $1.5B | 21,634,557 | 19 | 69 | 74 | 0.0% |
| Q3 2024 | 234 | $1.4B | 21,401,641 | 34 | 75 | 74 | 0.0% |
| Q2 2024 | 216 | $1.3B | 21,248,397 | 21 | 65 | 66 | 0.0% |
| Q1 2024 | 223 | $1.4B | 21,769,539 | 30 | 59 | 79 | 0.0% |
| Q4 2023 | 207 | $1.4B | 21,333,555 | 21 | 64 | 73 | 0.1% |
| Q3 2023 | 198 | $984.4M | 20,736,874 | 23 | 59 | 82 | 0.0% |
| Q2 2023 | 197 | $996.5M | 20,523,818 | 18 | 71 | 68 | 0.0% |
| Q1 2023 | 215 | $1.3B | 20,547,385 | 13 | 82 | 80 | 0.0% |
| Q4 2022 | 228 | $1.5B | 20,373,353 | 23 | 74 | 78 | 0.0% |
| Q3 2022 | 210 | $7.8B | 106,681,792 | 23 | 78 | 62 | 0.0% |
| Q2 2022 | 203 | $1.5B | 22,311,044 | 29 | 65 | 61 | 0.0% |
| Q1 2022 | 193 | $7.8B | 107,006,402 | 30 | 51 | 71 | 0.0% |
| Q4 2021 | 179 | $9.5B | 118,646,068 | 15 | 49 | 58 | 0.0% |
| Q3 2021 | 172 | $8.5B | 118,817,712 | 32 | 54 | 50 | 0.0% |
| Q2 2021 | 160 | $7.2B | 117,445,747 | 19 | 44 | 65 | 0.0% |
| Q1 2021 | 159 | $8.1B | 117,315,323 | 23 | 44 | 59 | 0.0% |
| Q4 2020 | 141 | $6.2B | 116,362,179 | 19 | 44 | 51 | 0.0% |
| Q3 2020 | 134 | $5.2B | 127,003,693 | 21 | 35 | 46 | 0.0% |
| Q2 2020 | 128 | $1.3B | 27,765,577 | 18 | 41 | 48 | 0.0% |
| Q1 2020 | 132 | $5.6B | 152,960,583 | 15 | 52 | 40 | 0.0% |
| Q4 2019 | 137 | $7.1B | 145,134,498 | 14 | 58 | 34 | 0.0% |
| Q3 2019 | 136 | $6.4B | 145,054,153 | 9 | 45 | 47 | 0.0% |
| Q2 2019 | 145 | $6.8B | 144,954,664 | 12 | 53 | 46 | 0.0% |
| Q1 2019 | 145 | $6.9B | 151,783,567 | 24 | 49 | 42 | 0.0% |
| Q4 2018 | 131 | $1.7B | 43,540,139 | 2 | 1 | 3 | 0.0% |