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Lakeland Financial Corp · 13F filings

LKFN Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Lakeland Financial Corp and what the big funds did with it last quarter, from every SEC 13F filing. 255 funds reported holding LKFN at Jun 30, 2026, together owning 85.1% of the company.

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Fund sentiment
Strongly bullish
Strongly bearishNeutralStrongly bullish
  • ▲136 buying vs 89 selling
  • ▲Held by funds +0.8 pts
  • ▲Funds holding +20
  • ▲Superinvestors: 4 added, 0 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding255+20 vs Q1 2026
Held by funds85.1%+0.8 pts
Value held$1.3B21M shares
Put/call ratio–market makers left out

Funds holding and ownership

8 quarters
Q3 2024: 234 fundsQ3 '24Q4 2024: 231 fundsQ4 '24Q1 2025: 244 fundsQ1 '25Q2 2025: 235 fundsQ2 '25Q3 2025: 245 fundsQ3 '25Q4 2025: 227 fundsQ4 '25Q1 2026: 235 fundsQ1 '26Q2 2026: 255 fundsQ2 '2685.1% owned
Funds holdingHeld by funds %

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding255235+8.5%
In funds' top 1000–
13F shares21M20.8M+0.9%
Held by funds85.1%84.3%+0.8 pts
New positions4224+75.0%
Increased9475+25.3%
Reduced6890−24.4%
Sold out2118+16.7%
Calls (shares)00–
Puts (shares)00–
Put/call ratio–––

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 89 buyingQ4 2024: 105 sellingQ4 '24Q1 2025: 115 buyingQ1 2025: 100 sellingQ1 '25Q2 2025: 104 buyingQ2 2025: 114 sellingQ2 '25Q3 2025: 97 buyingQ3 2025: 118 sellingQ3 '25Q4 2025: 86 buyingQ4 2025: 136 sellingQ4 '25Q1 2026: 99 buyingQ1 2026: 108 sellingQ1 '26Q2 2026: 136 buyingQ2 2026: 89 sellingQ2 '26
Buying 136Selling 89latest quarter

Superinvestors in LKFN

All superinvestors →

Who owns LKFN

share of fund held shares
  • Index and passive funds46.7%
  • Active managers and hedge funds42.3%
  • Banks and brokers9.6%
  • Pensions, insurers and other1.4%

The top 10 holders own 59.3% of all LKFN shares that funds reported. Groups are our own grouping of filers by name.

Filed so far for Q3 2026

55 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1BlackRock, Inc.14.73%3.6M$225M+103K
2Neuberger Berman Group LLC8.81%2.2M$134M+10K
3State Street Corp5.78%1.4M$88.1M+49K
4Vanguard Capital Management LLC4.31%1.1M$65.8M−33K
5Charles Schwab Investment Management Inc3.81%941K$58.1M+72K
6Dimensional Fund Advisors LP2.78%687K$42.4M+15K
7Fuller & Thaler Asset Management, Inc.2.75%680K$41.9M+352K
8Geode Capital Management, LLC2.68%662K$40.8M+25K
9Vanguard Portfolio Management LLC2.42%599K$37M+25K
10Silvercrest Asset Management Group LLC2.38%589K$36.3M−47K
🔒 15 more top holders. Create a free account or sign in to see them.

LKFN institutional ownership FAQ

Who owns the most LKFN stock?

In Q2 2026 13F filings the largest holder of LKFN was BlackRock, Inc., followed by Neuberger Berman Group LLC and State Street Corp. Index fund managers are usually the biggest holders of large companies.

What percentage of LKFN is owned by institutions?

Funds that file 13F reports held 85.1% of LKFN's shares at Jun 30, 2026, compared with 84.3% a quarter earlier. That counts every manager with more than $100 million in US stocks.

Are hedge funds buying LKFN?

In Q2 2026, 136 funds bought LKFN (42 of them new positions) and 89 sold (21 sold out completely). Among well known investors, 4 added and 0 cut. Our fund sentiment for LKFN is strongly bullish.

What is LKFN's institutional put/call ratio?

Too few option positions were reported for a meaningful ratio.

How current is this LKFN ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.