LKFN

Lakeland Financial Corp
FinancialsUSCUSIP 511656100◍ Confluence graph
Tracked 13F Holders
216
-108 QoQ
13F Value (tracked)
$1.2B
Insider Net · 180d
$222K
1↑ 5↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)29 adding · 16 trimming
Insider net (180d)+$222K

Who owns LKFN?

216 tracked 13F filers

216 tracked 13F filers disclose a position in LKFN as of the latest SEC 13F filings, a combined $1.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$202.9M
3.5M
−0.7%
Reduced · −25K sh
Q1 2026
2Neuberger Berman Group LLC
$124.3M
2.2M
+21%
Added · +383K sh
Q1 2026
3STATE STREET CORP
$88.1M
1.4M
+3.6%
Added · +49K sh
Q2 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$63.0M
1.1M
First observed position
No prior filed position
Q1 2026
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$49.9M
869K
−17%
Reduced · −180K sh
Q1 2026
6FULLER & THALER ASSET MANAGEMENT, INC.
$41.9M
680K
+107%
Added · +352K sh
Q2 2026
7DIMENSIONAL FUND ADVISORS LP
$38.6M
672K
−4.8%
Reduced · −34K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$40.8M
662K
+3.9%
Added · +25K sh
Q2 2026
9SILVERCREST ASSET MANAGEMENT GROUP LLC
$36.5M
636K
−12%
Reduced · −89K sh
Q1 2026
10VANGUARD PORTFOLIO MANAGEMENT LLC
$32.9M
574K
First observed position
No prior filed position
Q1 2026
11NEUMEIER POMA INVESTMENT COUNSEL LLC
$30.7M
497K
+4.0%
Added · +19K sh
Q2 2026
12TWO SIGMA INVESTMENTS, LP
$20.5M
357K
+97%
Added · +176K sh
Q1 2026
13BANK OF AMERICA CORP /DE/
$18.4M
321K
+4.8%
Added · +15K sh
Q1 2026
14NORTHERN TRUST CORP
$18.3M
319K
−3.4%
Reduced · −11K sh
Q1 2026
15Boston Trust Walden Corp
$17.4M
304K
−12%
Reduced · −40K sh
Q1 2026
16RAYMOND JAMES FINANCIAL INC
$16.8M
297K
+0.9%
Added · +3K sh
Q1 2026
17AMERIPRISE FINANCIAL INC
$16.9M
295K
−1.0%
Reduced · −3K sh
Q1 2026
18NFJ INVESTMENT GROUP, LLC
$14.4M
233K
−49%
Reduced · −220K sh
Q2 2026
19FMR LLC
$13.2M
230K
+18%
Added · +36K sh
Q1 2026
20GOLDMAN SACHS GROUP INC
$12.9M
225K
−11%
Reduced · −27K sh
Q1 2026
21MORGAN STANLEY
$12.9M
224K
−12%
Reduced · −30K sh
Q1 2026
22TIMUCUAN ASSET MANAGEMENT INC/FL
$12.1M
210K
+5.3%
Added · +11K sh
Q1 2026
23Bank of New York Mellon Corp
$11.7M
204K
−1.5%
Reduced · −3K sh
Q1 2026
24Qube Research & Technologies Ltd
$11.2M
195K
+12%
Added · +22K sh
Q1 2026
25CITADEL ADVISORS LLC
$10.9M
190K
+131%
Added · +108K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is LKFN being bought or sold by institutions?

Last quarter, 3 funds opened a new position in LKFN and 26 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
26
funds
Reduced
16
funds
Exited
0
funds

Funds that own LKFN also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT109 funds$175.7B
NVIDIA CORPNVDA108 funds$258.2B
AMAZON.COM INCAMZN108 funds$128.7B
APPLE INCAAPL107 funds$194.5B
UNITEDHEALTH GROUP INCUNH106 funds$19.5B
ELI LILLY & COLLY105 funds$53.6B
ALPHABET INC-CL AGOOGL104 funds$99.4B
META PLATFORMS INC-CLASS AMETA104 funds$71.9B
JPMORGAN CHASE & COJPM104 funds$39.1B
LAM RESEARCH CORPLRCX104 funds$22.8B
WELLS FARGO & COWFC103 funds$11.2B
VISA INC-CLASS A SHARESV102 funds$38.9B

Ranked by how many of LKFN's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$840K
1 insiders
Sells · 180d
$618K
5 insiders
Net
$222K
8 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Aug 5, 2026Robinson-Gay DonaldSenior Vice PresidentSell (S)500$32K
Jul 30, 2026Clark Kyra ESenior Vice PresidentSell (S)250$16K
May 29, 2026Toothaker Bradley JDirectorSell (S)6K$358K
May 6, 2026ROSS STEVEN DDirectorSell (S)1K$80K
May 5, 2026ROSS STEVEN DDirectorSell (S)19$1K
May 1, 2026Ottinger Eric HExecutive Vice PresidentSell (S)2K$131K
Mar 12, 2026WELCH M SCOTTDirectorBuy (P)10K$562K
Mar 9, 2026WELCH M SCOTTDirectorBuy (P)5K$277K
Feb 27, 2026WELCH M SCOTTDirectorBuy (P)10K$580K
Feb 23, 2026Toothaker Bradley JDirectorSell (S)6K$332K
Feb 4, 2026FINDLAY DAVID MCEOSell (S)3K$189K
Feb 4, 2026Leniski Stephanie RExecutive Vice PresidentSell (S)2K$104K

Institutional ownership over time

98 funds-76 since Q3 2024
0103206Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $278.7M

Recent filings

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No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in LKFN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LKFN/capital-change-brief"
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Use Arkolith's capital_change_brief for LKFN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LKFN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.