Funds holding Lakeland Financial Corp
ISIN US5116561003 · United States
- Fund holders
- 241
- Of which ETFs
- 71 170 other funds
- Value held
- 667.6M $ 3.3M SEK
- Share of capital
- 46.4 % of 24.9M shares on Jul 29, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 1,513,247 | 86.8M $ | 0.09 % | 6.09 % | as of Mar 31, 2026 ↗ |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 1,336,778 | 77.7M $ | 0.91 % | 5.38 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 791,643 | 46M $ | 0.05 % | 3.18 % | as of Feb 28, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 789,525 | 45.3M $ | 0.00 % | 3.18 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 601,873 | 34.5M $ | 0.05 % | 2.42 % | as of Mar 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 312,912 | 18M $ | 0.16 % | 1.26 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 282,352 | 16.2M $ | 0.02 % | 1.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 246,352 | 14.9M $ | 0.05 % | 0.99 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 227,496 | 13.1M $ | 0.09 % | 0.92 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 225,693 | 13M $ | 0.35 % | 0.91 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 224,964 | 12.9M $ | 0.14 % | 0.91 % | as of Mar 31, 2026 ↗ |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 214,229 | 12.3M $ | 0.55 % | 0.86 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 203,486 | 11.7M $ | 0.28 % | 0.82 % | as of Mar 31, 2026 ↗ |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 181,477 | 10.4M $ | 2.00 % | 0.73 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 156,857 | 9M $ | 0.70 % | 0.63 % | as of Mar 31, 2026 ↗ |
| Opus Small Cap Value ETF ETF Series Solutions | 155,629 | 9.4M $ | 1.38 % | 0.63 % | as of Apr 30, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 141,521 | 8.6M $ | 0.01 % | 0.57 % | as of Apr 30, 2026 ↗ |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 132,421 | 7.6M $ | 0.99 % | 0.53 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 131,142 | 7.6M $ | 0.02 % | 0.53 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 128,799 | 7.4M $ | 0.08 % | 0.52 % | as of Mar 31, 2026 ↗ |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 128,061 | 7.3M $ | 0.10 % | 0.52 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 124,613 | 7.2M $ | 0.05 % | 0.50 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 124,209 | 7.2M $ | 0.03 % | 0.50 % | as of Feb 28, 2026 ↗ |
| Boston Trust Walden Small Cap Fund Boston Trust Walden Funds | 119,045 | 6.8M $ | 0.69 % | 0.48 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 115,654 | 7M $ | 0.04 % | 0.47 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 111,826 | 6.4M $ | 0.05 % | 0.45 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 109,327 | 6.3M $ | 0.07 % | 0.44 % | as of Mar 31, 2026 ↗ |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 104,006 | 6M $ | 0.09 % | 0.42 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 102,407 | 5.9M $ | 0.90 % | 0.41 % | as of Feb 28, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 95,851 | 5.8M $ | 0.08 % | 0.39 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 93,111 | 5.3M $ | 0.04 % | 0.37 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 87,293 | 5.1M $ | 0.09 % | 0.35 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 85,712 | 5.2M $ | 0.04 % | 0.34 % | as of Apr 30, 2026 ↗ |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 81,406 | 4.7M $ | 0.97 % | 0.33 % | as of Mar 31, 2026 ↗ |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 76,625 | 4.4M $ | 1.81 % | 0.31 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 68,433 | 3.9M $ | 0.10 % | 0.28 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 63,821 | 3.7M $ | 0.09 % | 0.26 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 56,579 | 3.4M $ | 0.01 % | 0.23 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 54,545 | 3.3M $ | 0.05 % | 0.22 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 51,934 | 3M $ | 0.13 % | 0.21 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 51,876 | 3M $ | 0.03 % | 0.21 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 47,290 | 2.7M $ | 0.00 % | 0.19 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 46,411 | 2.8M $ | 0.01 % | 0.19 % | as of Apr 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 42,723 | 2.5M $ | 0.02 % | 0.17 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 42,689 | 2.4M $ | 0.13 % | 0.17 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 42,283 | 2.4M $ | 0.00 % | 0.17 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 40,968 | 2.4M $ | 0.54 % | 0.16 % | as of Mar 31, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 40,635 | 2.4M $ | 0.09 % | 0.16 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 40,325 | 2.3M $ | 0.05 % | 0.16 % | as of Mar 31, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 38,896 | 2.2M $ | 0.09 % | 0.16 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 37,150 | 2.2M $ | 0.00 % | 0.15 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 36,728 | 2.2M $ | 0.01 % | 0.15 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 35,445 | 2.1M $ | 0.01 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 30,717 | 1.8M $ | 0.74 % | 0.12 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 30,297 | 1.8M $ | 0.05 % | 0.12 % | as of Apr 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 29,201 | 1.7M $ | 0.10 % | 0.12 % | as of Feb 28, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 28,842 | 1.7M $ | 0.07 % | 0.12 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 26,508 | 1.5M $ | 0.00 % | 0.11 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 25,576 | 1.5M $ | 0.04 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 25,028 | 1.5M $ | 0.05 % | 0.10 % | as of Apr 30, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 23,978 | 1.4M $ | 0.08 % | 0.10 % | as of Feb 28, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 22,603 | 1.3M $ | 0.25 % | 0.09 % | as of Mar 31, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 21,278 | 1.2M $ | 0.09 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 20,099 | 1.2M $ | 0.00 % | 0.08 % | as of Apr 30, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 19,823 | 1.2M $ | 0.09 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 19,278 | 1.2M $ | 0.24 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 18,619 | 1.1M $ | 0.01 % | 0.07 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 18,089 | 1M $ | 0.07 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 18,028 | 1M $ | 0.09 % | 0.07 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,917 | 970.7K $ | 0.05 % | 0.07 % | as of Mar 31, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 16,834 | 965.9K $ | 0.09 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 16,287 | 985.7K $ | 0.00 % | 0.07 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,804 | 956.5K $ | 0.01 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 15,450 | 897.5K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 14,924 | 903.2K $ | 0.02 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 14,570 | 846.4K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 14,458 | 839.9K $ | 0.34 % | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 14,363 | 824.1K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 14,016 | 804.2K $ | 0.11 % | 0.06 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 13,900 | 797.6K $ | 0.05 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 13,864 | 795.5K $ | 0.04 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 13,677 | 794.5K $ | 0.09 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 13,443 | 813.6K $ | 0.03 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 13,214 | 799.7K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,694 | 737.4K $ | 0.05 % | 0.05 % | as of Feb 28, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 12,647 | 765.4K $ | 0.09 % | 0.05 % | as of Apr 30, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 12,066 | 730.2K $ | 0.06 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 11,297 | 648.2K $ | 0.05 % | 0.05 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 11,285 | 647.5K $ | 0.24 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 11,148 | 647.6K $ | 0.01 % | 0.04 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,997 | 631K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 10,782 | 652.5K $ | 0.05 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 10,459 | 600.1K $ | 0.05 % | 0.04 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 10,455 | 599.9K $ | 0.03 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 10,025 | 575.2K $ | 0.58 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 9,907 | 575.5K $ | 0.05 % | 0.04 % | as of Feb 28, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 9,689 | 586.4K $ | 0.08 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 9,554 | 578.2K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 9,482 | 573.9K $ | 0.09 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,967 | 542.7K $ | 0.02 % | 0.04 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 2.00 % | as of Mar 31, 2026 ↗ |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 1.81 % | as of Mar 31, 2026 ↗ |
| Opus Small Cap Value ETF ETF Series Solutions | 1.38 % | as of Apr 30, 2026 ↗ |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 0.99 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 0.98 % | as of Feb 28, 2026 ↗ |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 0.97 % | as of Mar 31, 2026 ↗ |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 0.91 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 0.90 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 0.74 % | as of Feb 28, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.70 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 240 | +11 | 11,518,691 | +4.0 % |
| 2026Q1 | 229 | -9 | 11,076,992 | -7.2 % |
| 2025Q4 | 238 | +3 | 11,931,956 | +0.9 % |
| 2025Q3 | 235 | +1 | 11,831,105 | +1.8 % |
| 2025Q2 | 234 | +7 | 11,620,485 | -4.5 % |
| 2025Q1 | 227 | -4 | 12,163,926 | +1.7 % |
| 2024Q4 | 231 | +2 | 11,964,425 | -0.9 % |
| 2024Q3 | 229 | -5 | 12,076,714 | +3.5 % |
| 2024Q2 | 234 | +8 | 11,664,713 | +0.9 % |
| 2024Q1 | 226 | -6 | 11,557,237 | -0.6 % |
| 2023Q4 | 232 | 11,630,102 |
Institutional managers
227 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,536,366 | 202.9M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 2,165,397 | 124.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,378,699 | 79.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 869,268 | 49.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 672,171 | 38.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 636,788 | 36.5M $ | as of Mar 31, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 636,117 | 36.5M $ | as of Mar 31, 2026 |
| Copeland Capital Management, LLC | 606,364 | 34.8M $ | as of Mar 31, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 478,164 | 27.4M $ | as of Mar 31, 2026 |
| NFJ INVESTMENT GROUP, LLC | 453,232 | 26M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 356,641 | 20.5M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 328,082 | 18.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 321,410 | 18.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 318,933 | 18.3M $ | as of Mar 31, 2026 |
| Boston Trust Walden Corp | 303,942 | 17.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 296,585 | 16.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 294,848 | 16.9M $ | as of Mar 31, 2026 |
| FMR LLC | 230,027 | 13.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 224,843 | 12.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 224,210 | 12.9M $ | as of Mar 31, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 210,411 | 12.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 204,490 | 11.7M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 195,093 | 11.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 189,875 | 10.9M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 156,745 | 9M $ | as of Mar 31, 2026 |
Declared shareholders of Lakeland Financial Corp
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 13.50 % | 3,513,643 | as of Mar 31, 2026 · SCHEDULE 13G |
| STATE STREET CORPORATION | 5.30 % | 1,378,699 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Lakeland Financial Corp". https://titelia.com/en/stocks/lakeland-financial-corp-US5116561003