13FBOX
Lakeland Financial Corp COMMON · 13F Institutional Holdings
Options Calculator Rankings

Lakeland Financial Corp COMMON

LKFN
Institutions
254
Combined AUM (Q2 2026)
$1.30B
Combined Shares (Q2 2026)
21.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.0M
138 · 46 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.8M
93 · 25 Exit · ≈
⚖️ Net
+258,052
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.30B
Institutions
254
New Buys
46
Adds
92
Reduces
68
Exits
25
Unchanged
48
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#90$224.6M3.6M$202.9M3.5M+102,649+2.90%Add
Neuberger Berman Group LLC
0.09%0.09%#19$134.3M2.2M$124.3M2.2M+10,368+0.48%Add
STATE STREET CORP
<0.01%<0.01%#98$88.1M1.4M$79.1M1.4M+49,399+3.58%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#128$65.8M1.1M$63.0M1.1M-32,714-2.98%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#59$58.1M940,862$49.9M869,268+71,594+8.24%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#60$42.4M687,078$38.6M672,171+14,907+2.22%Add
FULLER & THALER ASSET MANAGEMENT, INC.
0.11%0.06%#17$41.9M679,655$18.8M328,082+351,573+107.16%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#105$40.8M661,616$36.5M636,788+24,828+3.90%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#120$37.0M598,952$32.9M573,728+25,224+4.40%Add
SILVERCREST ASSET MANAGEMENT GROUP LLC
0.24%0.26%#9$36.3M588,817$36.5M636,117-47,300-7.44%Reduce
NEUMEIER POMA INVESTMENT COUNSEL LLC
2.1%2.26%#1$30.7M497,399$27.4M478,164+19,235+4.02%Add
TWO SIGMA INVESTMENTS, LP
0.02%0.02%#42$25.8M417,612$20.5M356,641+60,971+17.10%Add
AMERICAN CENTURY COMPANIES INC
0.01%<0.01%#51$21.9M355,466$6.6M115,785+239,681+207.01%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#70$18.5M300,208$16.8M296,585+3,623+1.22%Add
Boston Trust Walden Corp
0.14%0.14%#15$18.1M293,880$17.4M303,942-10,062-3.31%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#86$18.0M292,152$16.9M294,848-2,696-0.91%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#113$16.8M271,574$18.3M318,933-47,359-14.85%Reduce
FMR LLC
<0.01%<0.01%#160$15.6M252,764$13.2M230,027+22,737+9.88%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#117$14.9M242,114$10.9M189,875+52,239+27.51%Add
Qube Research & Technologies Ltd
0.01%0.01%#44$14.9M241,188$11.2M195,093+46,095+23.63%Add
NFJ INVESTMENT GROUP, LLC
0.49%0.99%#5$14.4M232,747$26.0M453,232-220,485-48.65%Reduce
MORGAN STANLEY
<0.01%<0.01%#152$14.0M227,207$11.7M182,918+44,289+24.21%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#143$13.4M216,625$18.4M321,410-104,785-32.60%Reduce
TIMUCUAN ASSET MANAGEMENT INC/FL
0.48%0.5%#6$13.0M210,411$12.1M210,41100.00%Unchanged
Bank of New York Mellon Corp
<0.01%<0.01%#109$12.9M208,318$11.7M204,490+3,828+1.87%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#74$12.6M203,681$3.4M59,214+144,467+243.97%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#134$12.4M200,893$12.9M224,843-23,950-10.65%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#101$10.7M172,916$9.7M168,925+3,991+2.36%Add
Aptus Capital Advisors, LLC
0.07%0.07%#22$9.6M156,213$8.9M155,267+946+0.61%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.17%0.19%#11$9.4M152,293$9.0M156,745-4,452-2.84%Reduce
MONARCH CAPITAL MANAGEMENT INC
2.08%2.08%#2$9.1M146,833$8.5M147,958-1,125-0.76%Reduce
UBS Group AG
<0.01%<0.01%#140$7.8M126,602$5.9M102,400+24,202+23.63%Add
D. E. Shaw & Co., Inc.
<0.01%<0.01%#87$7.6M122,938$6.0M105,188+17,750+16.87%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#85$7.5M121,241$7.1M122,986-1,745-1.42%Reduce
ProShare Advisors LLC
0.01%0.01%#50$7.0M113,127$6.5M112,869+258+0.23%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#102$6.9M111,414$3.3M58,372+53,042+90.87%Add
Invesco Ltd.
<0.01%<0.01%#176$6.3M101,334$6.2M108,219-6,885-6.36%Reduce
Point72 Asset Management, L.P.
0.01%0.01%#64$6.2M99,820$4.8M82,888+16,932+20.43%Add
Nuveen, LLC
<0.01%<0.01%#127$6.0M96,932$5.5M96,479+453+0.47%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%0.02%#45$5.3M85,608$5.2M90,185-4,577-5.08%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#103$5.1M82,235$483,4848,426+73,809+875.97%Add
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#65$4.5M72,968$3.4M58,544+14,424+24.64%Add
RHUMBLINE ADVISERS
<0.01%<0.01%#93$4.1M66,749$4.3M75,318-8,569-11.38%Reduce
Squarepoint Ops LLC
<0.01%<0.01%#73$4.0M64,317$2.1M36,455+27,862+76.43%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#164$3.6M58,784$2.3M40,184+18,600+46.29%Add
Man Group plc
0.01%<0.01%#66$3.6M57,985$1.5M25,562+32,423+126.84%Add
Legal & General Group Plc
<0.01%<0.01%#153$3.5M57,209$3.2M56,600+609+1.08%Add
ExodusPoint Capital Management, LP
0.02%#40$3.3M52,885$00+52,885New Buy
Swiss National Bank
<0.01%<0.01%#122$3.1M49,650$2.9M50,450-800-1.59%Reduce
TUDOR INVESTMENT CORP ET AL
<0.01%0.01%#76$3.0M49,386$3.4M59,947-10,561-17.62%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow