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Lakeland Financial Corp (LKFN)

CUSIP: 511656100 | NYSE | Financial Services · Banks - Regional | Small Cap | 700 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP741,954
0.0% of portfolio›$42.8M
Boston Trust Walden Corp279,458
0.1% of portfolio›$16.1M
ProShare Advisors LLC163,890
0.0% of portfolio›$9.4M
Monarch Capital Management Inc146,173
1.9% of portfolio›$8.4M
Principal Financial Group Inc119,787
0.0% of portfolio›$6.9M
Bridge City Capital, LLC50,655
0.6% of portfolio›$2.9M
Rosenthal | Henry Capital Advisors, Inc.34,454
1.8% of portfolio›$2.0M
Citigroup Inc25,684
0.0% of portfolio›$1.5M
Mirae Asset Global Investments Co., Ltd.23,691
0.0% of portfolio›$1.4M
SYM Financial Corp22,724
0.1% of portfolio›$1.3M
Uncommon Cents Investing Inc15,241
0.2% of portfolio›$878.8K
Forvis Mazars Wealth Advisors, LLC11,722
0.0% of portfolio›$675.9K
Inspire Investing, LLC11,058
0.0% of portfolio›$637.6K
Louisiana State Employees Retirement System10,600
0.0% of portfolio›$611.2K
Alps Advisors Inc9,550
0.0% of portfolio›$550.7K
Wealth Enhancement Advisory Services, LLC9,495
0.0% of portfolio›$545.5K
Pathway Financial Advisers, LLC9,276
0.1% of portfolio›$534.9K
Choreo, LLC7,597
0.0% of portfolio›$438.0K
Arizona State Retirement System6,665
0.0% of portfolio›$384.3K
Amalgamated Bank6,442
0.0% of portfolio›$371
Yousif Capital Management, LLC6,319
0.0% of portfolio›$364.4K
Y-Intercept (Hong Kong) Ltd6,189
0.0% of portfolio›$356.9K
CX Institutional6,084
0.0% of portfolio›$351
New York State Teachers Retirement System6,040
0.0% of portfolio›$348
Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,857
0.0% of portfolio›$337.7K
Oregon Public Employees Retirement Fund5,538
0.0% of portfolio›$319.3K
State of Alaska, Department of Revenue5,197
0.0% of portfolio›$298
KFG Wealth Management, LLC5,057
0.0% of portfolio›$291.6K
Creative Planning4,649
0.0% of portfolio›$268.1K
Security Financial Services, Inc.4,222
0.0% of portfolio›$243.4K
Sapient Capital LLC3,950
0.0% of portfolio›$227.8K
Pictet Asset Management Holding SA3,812
0.0% of portfolio›$219.8K
HB Wealth Management, LLC3,776
0.0% of portfolio›$217.7K
First Merchants Corp3,500
0.0% of portfolio›$201.8K
Gamma Investing LLC1,934
0.0% of portfolio›$111.5K
Versant Capital Management, Inc1,748
0.0% of portfolio›$100.8K
KBC Group NV998
0.0% of portfolio›$58
Pinnacle Wealth Planning Services, Inc.787
0.0% of portfolio›$45.4K
Blue Trust, Inc.740
0.0% of portfolio›$42.7K
Nisa Investment Advisors, LLC726
0.0% of portfolio›$41.9K
Sterling Capital Management LLC688
0.0% of portfolio›$39.7K
Salomon & Ludwin, LLC488
0.0% of portfolio›$28.1K
Indiana Trust & Investment Management Co400
0.0% of portfolio›$23.1K
EverSource Wealth Advisors, LLC371
0.0% of portfolio›$21.4K
TD Private Client Wealth LLC337
0.0% of portfolio›$19.4K
Elyxium Wealth, LLC295
0.0% of portfolio›$17.0K
Essential Partners LLC236
0.0% of portfolio›$13.6K
Creative Financial Designs Inc232
0.0% of portfolio›$13.4K
SJS Investment Consulting Inc.215
0.0% of portfolio›$12.4K
Farther Finance Advisors, LLC201
0.0% of portfolio›$11.6K
First Horizon Corp194
0.0% of portfolio›$11.2K
Mather Group, Llc.183
0.0% of portfolio›$10.6K
Root Financial Partners, LLC166
0.0% of portfolio›$9.6K
Harbor Capital Advisors, Inc.164
0.0% of portfolio›$9
Retirement Wealth Solutions LLC124
0.0% of portfolio›$7.2K
IFP Advisors, Inc104
0.0% of portfolio›$6.0K
WPG Advisers, LLC86
0.0% of portfolio›$5.0K
Physician Wealth Advisors, Inc.79
0.0% of portfolio›$4.6K
Parkside Financial Bank & Trust68
0.0% of portfolio›$3.9K
Bare Financial Services, Inc55
0.0% of portfolio›$3.2K
GK Wealth Management LLC52
0.0% of portfolio›$3.0K
Signaturefd, LLC27
0.0% of portfolio›$1.6K
True Wealth Design, LLC26
0.0% of portfolio›$1.5K
Farmers & Merchants Investments Inc25
0.0% of portfolio›$1.4K
Provenance Wealth Advisors, LLC21
0.0% of portfolio›$1.2K
Caitong International Asset Management Co., Ltd13
0.0% of portfolio›$750
Covestor Ltd11
0.0% of portfolio›$1
Valley National Advisers Inc11
0.0% of portfolio›$635
Fairway Wealth LLC9
0.0% of portfolio›$519
Bell Investment Advisors, Inc8
0.0% of portfolio›$462
UMB Private Wealth Management, LLC7
0.0% of portfolio›$404
JFS Wealth Advisors, LLC6
0.0% of portfolio›$346
Assetmark, Inc6
0.0% of portfolio›$346
Gilpin Wealth Management, LLC3
0.0% of portfolio›$173
Fortitude Family Office, LLC3
0.0% of portfolio›$173
Financial Consulate, Inc2
0.0% of portfolio›$116
CoreCap Advisors, LLC2
0.0% of portfolio›$115
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
741,954$42.8M0.0%IndexLowAustin, TX2026-11-04
Boston Trust Walden Corp
279,458$16.1M0.1%CoreLowBoston, MA2026-10-30
ProShare Advisors LLC
163,890$9.4M0.0%GrowthLowBethesda, MD2026-10-29
Monarch Capital Management Inc
146,173$8.4M1.9%CoreVery LowFort Wayne, IN2026-10-19
Principal Financial Group Inc
119,787$6.9M0.0%CoreLowDes Moines, IA2026-11-02
Bridge City Capital, LLC
50,655$2.9M0.6%ValueMediumLake Oswego, OR2026-10-29
Rosenthal | Henry Capital Advisors, Inc.
34,454$2.0M1.8%Deep ValueLowMishawaka, IN2026-10-27
Citigroup Inc
25,684$1.5M0.0%CoreMediumNew York, NY2026-11-04
Mirae Asset Global Investments Co., Ltd.
23,691$1.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
SYM Financial Corp
22,724$1.3M0.1%ETFVery LowWinona Lake, IN2026-10-26
Uncommon Cents Investing Inc
15,241$878.8K0.2%ValueVery LowJanesville, WI2026-10-20
Forvis Mazars Wealth Advisors, LLC
11,722$675.9K0.0%ETFVery LowSpringfield, MO2026-10-13
Inspire Investing, LLC
11,058$637.6K0.0%GARPHighMeridian, ID2026-10-22
Louisiana State Employees Retirement System
10,600$611.2K0.0%IndexLowBaton Rouge, LA2026-10-20
Alps Advisors Inc
9,550$550.7K0.0%YieldLowDenver, CO2026-11-03
Wealth Enhancement Advisory Services, LLC
9,495$545.5K0.0%CoreLowPlymouth, MN2026-10-13
Pathway Financial Advisers, LLC
9,276$534.9K0.1%CoreLowAuburn, IN2026-10-27
Choreo, LLC
7,597$438.0K0.0%IndexLowRockford, IL2026-10-28
Arizona State Retirement System
6,665$384.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
6,442$3710.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
6,319$364.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Y-Intercept (Hong Kong) Ltd
6,189$356.9K0.0%ValueVery HighHong Kong, South Korea2026-10-16
CX Institutional
6,084$3510.0%CoreMediumAuburn, IN2026-10-02
New York State Teachers Retirement System
6,040$3480.0%CoreVery LowAlbany, NY2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
5,857$337.7K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
5,538$319.3K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
5,197$2980.0%CoreVery LowJuneau, AK2026-10-15
KFG Wealth Management, LLC
5,057$291.6K0.0%ETFMediumGranger, IN2026-10-16
Creative Planning
4,649$268.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Security Financial Services, Inc.
4,222$243.4K0.0%ETFMediumFort Wayne, IN2026-10-29
Sapient Capital LLC
3,950$227.8K0.0%GrowthMediumIndianapolis, IN2026-10-08
Pictet Asset Management Holding SA
3,812$219.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
HB Wealth Management, LLC
3,776$217.7K0.0%IndexVery LowAtlanta, GA2026-10-23
First Merchants Corp
3,500$201.8K0.0%GrowthLowMuncie, IN2026-10-15
Gamma Investing LLC
1,934$111.5K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
1,748$100.8K0.0%GARPLowPhoenix, AZ2026-10-02
KBC Group NV
998$580.0%CoreMediumBrussels, Czech Republic2026-10-22
Pinnacle Wealth Planning Services, Inc.
787$45.4K0.0%GARPLowMansfield, OH2026-10-27
Blue Trust, Inc.
740$42.7K0.0%ETFLowBrentwood, TN2026-10-15
Nisa Investment Advisors, LLC
726$41.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sterling Capital Management LLC
688$39.7K0.0%GARPMediumCharlotte, NC2026-10-22
Salomon & Ludwin, LLC
488$28.1K0.0%ETFVery LowRichmond, VA2026-10-29
Indiana Trust & Investment Management Co
400$23.1K0.0%GrowthLowMishawaka, IN2026-10-22
EverSource Wealth Advisors, LLC
371$21.4K0.0%CoreMediumBirmingham, AL2026-11-04
TD Private Client Wealth LLC
337$19.4K0.0%ETFLowNew York, NY2026-10-28
Elyxium Wealth, LLC
295$17.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Essential Partners LLC
236$13.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Creative Financial Designs Inc
232$13.4K0.0%ETFMediumKokomo, IN2026-11-04
SJS Investment Consulting Inc.
215$12.4K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
201$11.6K0.0%IndexLowSan Francisco, CA2026-10-08
First Horizon Corp
194$11.2K0.0%CoreLowMemphis, TN2026-10-26
Mather Group, Llc.
183$10.6K0.0%ETFMediumChicago, IL2026-10-14
Root Financial Partners, LLC
166$9.6K0.0%ETFMediumEncinitas, CA2026-10-21
Harbor Capital Advisors, Inc.
164$90.0%ValueHighChicago, IL2026-10-22
Retirement Wealth Solutions LLC
124$7.2K0.0%ETFLowMarshfield, WI2026-10-07
IFP Advisors, Inc
104$6.0K0.0%GrowthLowTampa, FL2026-10-16
WPG Advisers, LLC
86$5.0K0.0%CoreLowBaltimore, MD2026-10-27
Physician Wealth Advisors, Inc.
79$4.6K0.0%ETFMediumMidvale, UT2026-10-20
Parkside Financial Bank & Trust
68$3.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bare Financial Services, Inc
55$3.2K0.0%ETFVery LowGap, PA2026-11-04
GK Wealth Management LLC
52$3.0K0.0%GARPVery HighReno, NV2026-10-09
Signaturefd, LLC
27$1.6K0.0%IndexLowAtlanta, GA2026-10-23
True Wealth Design, LLC
26$1.5K0.0%ETFMediumAkron, OH2026-10-13
Farmers & Merchants Investments Inc
25$1.4K0.0%CoreVery LowLincoln, NE2026-10-22
Provenance Wealth Advisors, LLC
21$1.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Caitong International Asset Management Co., Ltd
13$7500.0%GrowthVery HighHong Kong, South Korea2026-10-29
Covestor Ltd
11$10.0%ValueHighLondon, United Kingdom2026-10-30
Valley National Advisers Inc
11$6350.0%ETFLowBethlehem, PA2026-10-23
Fairway Wealth LLC
9$5190.0%ETFLowIndependence, OH2026-10-30
Bell Investment Advisors, Inc
8$4620.0%ETFVery LowOrinda, CA2026-10-29
UMB Private Wealth Management, LLC
7$4040.0%GrowthN/AKansas City, MO2026-10-19
JFS Wealth Advisors, LLC
6$3460.0%ETFVery LowHermitage, PA2026-11-03
Assetmark, Inc
6$3460.0%ETFLowConcord, CA2026-10-21
Gilpin Wealth Management, LLC
3$1730.0%GrowthLowDenver, CO2026-10-09
Fortitude Family Office, LLC
3$1730.0%ETFMediumScottsdale, AZ2026-10-14
Financial Consulate, Inc
2$1160.0%ETFLowHunt Valley, MD2026-10-23
CoreCap Advisors, LLC
2$1150.0%ETFMediumSouthfield, MI2026-10-08