LKFN · Company research
Lakeland Financial Corp (LKFN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
48records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6689 | 413 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Bridge City Capital, LLC | 1713521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41741 | 2576255 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98 | 6049 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139440 | 8606237 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49386 | 3048104 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1782720 | 28884 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Synergy Investment Management, LLC | 2053786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84 | 5320 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 291665 | 18001564 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 302 | 18639 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1034541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210411 | 12986567 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7320 | 451790 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Legato Capital Management LLC | 1442641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6825 | 421239 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 706 | 43574 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 3209 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14429 | 890558 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GREAT LAKES ADVISORS, LLC | 1078013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7883 | 486539 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2175599 | 134277970 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 247 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23900 | 1475108 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Pathway Financial Advisers, LLC | 2024152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9276 | 572515 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 926 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194 | 11974 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21455 | 1324203 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5638 | 347977 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| WESBANCO BANK INC | 877134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23300 | 1438076 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO OF NEVADA INC | 1263548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55 | 3386 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 568038 | 35065053 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Fi3 FINANCIAL ADVISORS, LLC | 1862427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6572 | 405628 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10505 | 648368 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6040 | 373 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1953 | 122415 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 249 | 15368 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169 | 10 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9354 | 577328 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3902 | 241 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 1044936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 497399 | 30699466 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28626 | 1766797 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6615 | 408278 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 3827 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5499 | 339 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Boston Trust Walden Corp | 1534866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165261 | 10199909 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5500 | 339460 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NBH Bank | 2148930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 275 | 16973 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25093 | 1548740 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152293 | 9399524 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 294066 | 16873507 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 3670 | 225522 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.