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Lakeland Financial Corp
LKFN

Overview Fund Activity

233 hedge funds and large institutions have $1.32B invested in Lakeland Financial Corp in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 85 reducing their positions, and 29 closing their positions.

Holders
233
Holders Change
-12
Holders Change %
-4.9%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
87
Reduced
85
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$23.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$92.9M
3
Millennium Management
3
Millennium Management
New York
$21.1M
4
NIG
4
NFJ Investment Group
Texas
$17.4M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$6.49M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$106K
2
Victory Capital Management
2
Victory Capital Management
Texas
$56.3M
3
Northern Trust
3
Northern Trust
Illinois
$21.9M
4
BlackRock
4
BlackRock
New York
$221M
5
Jane Street
5
Jane Street
New York
$773K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$221M 3,594,918 -99,279 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M 1,877,659 -15,284 -0.8%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$92.9M 1,512,029 +259,177 +21%
State Street
4
State Street
Massachusetts
$83.2M 1,354,542 +57,252 +4%
Charles Schwab
5
Charles Schwab
California
$62.9M 1,023,432 +24,399 +2%
Victory Capital Management
6
Victory Capital Management
Texas
$56.3M 916,558 -175,825 -16%
SAM
7
Silvercrest Asset Management
New York
$54.2M 881,944 -60,072 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$45M 731,742 -31,348 -4%
CCM
9
Copeland Capital Management
Pennsylvania
$42.3M 689,111 -51,511 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.2M 622,041 +511 +0.1%
NPIC
11
Neumeier Poma Investment Counsel
California
$28.5M 464,425 -10,677 -2%
First Trust Advisors
12
First Trust Advisors
Illinois
$23.6M 383,525 +307,371 +404%
Northern Trust
13
Northern Trust
Illinois
$21.9M 356,533 -120,464 -25%
Millennium Management
14
Millennium Management
New York
$21.1M 343,340 +144,017 +72%
Raymond James Financial
15
Raymond James Financial
Florida
$20.6M 335,994 -13,874 -4%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$20.6M 335,901 +52,295 +18%
Ameriprise
17
Ameriprise
Minnesota
$20M 325,912 -2,972 -0.9%
NIG
18
NFJ Investment Group
Texas
$17.4M 283,690 +131,948 +87%
Goldman Sachs
19
Goldman Sachs
New York
$13.5M 220,347 -63,858 -22%
Morgan Stanley
20
Morgan Stanley
New York
$13.4M 218,023 -38,227 -15%
TAM
21
Timucuan Asset Management
Florida
$12.2M 199,111 – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$12.2M 198,101 -4,653 -2%
Bank of America
23
Bank of America
North Carolina
$11.7M 190,134 +52,558 +38%
MCM
24
Monarch Capital Management
Indiana
$9.49M 154,493 +1,720 +1%
KCM
25
Kennedy Capital Management
Missouri
$8.7M 141,500 -2,366 -2%
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