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Lakeland Financial Corp
LKFN

Overview Fund Activity

245 hedge funds and large institutions have $1.27B invested in Lakeland Financial Corp in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+14
Holders Change %
+6.06%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
81
Reduced
80
Closed
22
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

1
Millennium Management
Millennium Management
New York
$11.8M
2
Jane Street
Jane Street
New York
$6.5M
3
CSS
Cubist Systematic Strategies
Connecticut
$6.73M
4
Renaissance Technologies
Renaissance Technologies
New York
$4.9M
5
Marshall Wace
Marshall Wace
United Kingdom
$4.37M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$14.4M
2
Victory Capital Management
Victory Capital Management
Texas
$64.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$4.53M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
SBH
Segall Bryant & Hamill
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$220M -$2.72M -45,736 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$113M -$2.82M -47,413 -2%
State Street
3
State Street
Massachusetts
$77.1M -$5.51M -92,759 -7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$74.5M -$460K -7,742 -0.6%
Victory Capital Management
5
Victory Capital Management
Texas
$64.9M -$15.1M -253,726 -19%
Charles Schwab
6
Charles Schwab
California
$59.4M +$3.14M +52,753 +6%
SAM
7
Silvercrest Asset Management
New York
$56M -$865K -14,549 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$45.4M -$2.64M -44,435 -6%
CCM
9
Copeland Capital Management
Pennsylvania
$44M -$1.4M -23,564 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$37M +$1.13M +19,042 +3%
Northern Trust
11
Northern Trust
Illinois
$28.4M +$638K +10,728 +2%
NPIC
12
Neumeier Poma Investment Counsel
California
$28.2M -$60.1K -1,011 -0.2%
Raymond James Financial
13
Raymond James Financial
Florida
$20.8M +$818K +13,759 +4%
Ameriprise
14
Ameriprise
Minnesota
$19.5M -$904K -15,204 -4%
Goldman Sachs
15
Goldman Sachs
New York
$16.9M -$6.57M -110,611 -28%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$16.9M +$40.4K +680 +0.2%
Morgan Stanley
17
Morgan Stanley
New York
$15.2M -$11.4K -191 -0.1%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$14.4M -$17.6M -296,692 -55%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12.1M -$456K -7,679 -4%
Millennium Management
20
Millennium Management
New York
$11.8M +$9.08M +152,738 +328%
TAM
21
Timucuan Asset Management
Florida
$11.8M +$633K +10,650 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$10.8M +$158K +2,666 +1%
MCM
23
Monarch Capital Management
Indiana
$9.08M -$138K -2,315 -1%
NIG
24
NFJ Investment Group
Texas
$9.02M -$25.2K -424 -0.3%
KCM
25
Kennedy Capital Management
Missouri
$8.55M +$2.92M +49,103 +52%
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