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LKFN in the 13F filings

Lakeland Finl Corp · CUSIP 511656100

Sector · BanksTheme · Commercial banks and thriftsTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
3,391,207
combined, among listed positions
Reported value
$194m
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +442,601.

Managers listing LKFN in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Neuberger Berman Group LLC1,782,838$102m0.08%Trimmed-105,77327 Oct 2026 (the filing on sec.gov)
Fidelity (FMR LLC)194,183$11munder 0.1%Added+38,80517 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP180,881$10munder 0.1%Added+68,68417 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC130,229$7.4munder 0.1%Added+71,60712 Feb 2026 (the filing on sec.gov)
Invesco Ltd105,493$6.0munder 0.1%Trimmed-2,63719 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC98,369$5.6munder 0.1%Added+38,70612 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp94,922$5.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP88,866$5.1munder 0.1%Added+80,46617 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP82,400$4.7munder 0.1%Added+43,40017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC82,145$4.7munder 0.1%Added+51,61417 Feb 2026 (the filing on sec.gov)
Millennium Management LLC82,130$4.7munder 0.1%Added+49,02017 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC80,624$4.6munder 0.1%Trimmed-37,97717 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.76,503$4.4munder 0.1%Added+23,19717 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC50,529$2.9munder 0.1%Trimmed-30,64017 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC33,299$1.9munder 0.1%Trimmed-3,84113 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc32,585$1.9munder 0.1%Added+6,25717 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP29,480$1.7munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP26,917$1.5munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC22,709$1.3munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Winton Group Ltd20,743$1.2munder 0.1%Added+22111 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP20,360$1.2munder 0.1%Added+8,51717 Feb 2026 (the filing on sec.gov)
Man Group PLC17,360$991kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP16,005$913kunder 0.1%Trimmed-1,29617 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd12,248$698kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP9,924$566kunder 0.1%Added+3,05510 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0123420162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LKFN by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20151$252kn.a.n.a.
Q1 20161$307kn.a.n.a.
Q2 20161$400kn.a.n.a.
Q3 20161$457kn.a.n.a.
Q4 20161$597kn.a.n.a.
Q1 20171$477kn.a.n.a.
Q2 20171$505kn.a.n.a.
Q3 20171$536kn.a.n.a.
Q4 20172$49mn.a.n.a.
Q1 20182$51mn.a.n.a.
Q2 20182$51mn.a.n.a.
Q3 20182$47mn.a.n.a.
Q4 20183$67mn.a.n.a.
Q1 20193$83mn.a.n.a.
Q2 20193$92mn.a.n.a.
Q3 20193$92mn.a.n.a.
Q4 20193$104mn.a.n.a.
Q1 20204$81mn.a.n.a.
Q2 20202$100mn.a.n.a.
Q3 20202$75mn.a.n.a.
Q4 20201$50mn.a.n.a.
Q1 20213$160mn.a.n.a.
Q2 20211$95mn.a.n.a.
Q3 20211$108mn.a.n.a.
Q4 20211$118mn.a.n.a.
Q1 20221$108mn.a.n.a.
Q2 20223$100mn.a.n.a.
Q3 20222$109mn.a.n.a.
Q4 20223$109mn.a.n.a.
Q1 20232$90mn.a.n.a.
Q2 20233$63mn.a.n.a.
Q3 20232$57mn.a.n.a.
Q4 20232$77m11
Q1 20242$75m11
Q2 20242$69m11
Q3 20242$72m11
Q4 20242$88m20
Q1 20253$76m21
Q2 20252$94m20
Q3 20252$123m20
Q4 20252$103m179
Q1 20262$125m1710
Q2 20262$136m1610

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LKFN and BAC →LKFN and JPM →LKFN and WFC →Choose a stock to compare with LKFN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LKFN, latest filings →Back to the 13F Explorer →