Funds holding Lakeland Financial Corp
ISIN US5116561003 · United States
- Fund holders
- 245
- Of which ETFs
- 73 172 other funds
- Value held
- ≈ 726.7M $ 726.3M $ · 3.3M SEK
- Share of capital
- 47.5 % of 24.9M shares on Jul 29, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 8,915 | 550.2K $ | 0.02 % | 0.04 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 8,782 | 542K $ | 0.62 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,731 | 529.4K $ | 0.04 % | 0.04 % | as of May 31, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 8,391 | 517.9K $ | 0.08 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 8,373 | 516.8K $ | 0.08 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 8,267 | 501.2K $ | 0.03 % | 0.03 % | as of May 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 8,201 | 506.2K $ | 0.05 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 8,064 | 497.7K $ | 0.11 % | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,906 | 488K $ | 0.04 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 7,869 | 485.7K $ | 0.55 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 7,462 | 452.4K $ | 0.10 % | 0.03 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 7,361 | 461.2K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 7,133 | 440.2K $ | 0.05 % | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,891 | 431.7K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,768 | 424K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 6,689 | 419.1K $ | 0.06 % | 0.03 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,657 | 410.9K $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 6,591 | 412.9K $ | 0.02 % | 0.03 % | as of Jul 31, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 6,536 | 403.4K $ | 0.09 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 6,420 | 396.2K $ | 0.36 % | 0.03 % | as of Jun 30, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 6,338 | 391.2K $ | 0.07 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 6,279 | 393.4K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 6,030 | 3.3M SEK | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 5,976 | 362.3K $ | 0.04 % | 0.02 % | as of May 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 5,909 | 364.7K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,494 | 339.1K $ | 0.05 % | 0.02 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 5,314 | 328K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 5,018 | 309.7K $ | 0.05 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,832 | 298.2K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,557 | 285.5K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,157 | 252K $ | 0.02 % | 0.02 % | as of May 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 4,104 | 248.8K $ | 0.05 % | 0.02 % | as of May 31, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 4,011 | 243.2K $ | 0.10 % | 0.02 % | as of May 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,966 | 248.5K $ | 0.03 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,922 | 245.7K $ | 0.06 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,825 | 239.6K $ | 0.02 % | 0.02 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,824 | 236K $ | 0.05 % | 0.02 % | as of Jun 30, 2026 ↗ |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,799 | 238K $ | 0.12 % | 0.02 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,742 | 231K $ | 0.05 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,680 | 227.1K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 3,665 | 226.2K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 3,537 | 221.6K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,400 | 213K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 3,400 | 209.8K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,348 | 206.6K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,219 | 198.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,189 | 196.8K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,994 | 187.6K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 2,928 | 180.7K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,911 | 182.4K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 2,854 | 176.1K $ | 0.08 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,791 | 174.9K $ | 0.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,783 | 174.4K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,447 | 151K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,442 | 148.1K $ | 0.05 % | 0.01 % | as of May 31, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 2,425 | 149.7K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 2,322 | 140.8K $ | 0.05 % | 0.01 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 2,319 | 143.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 2,282 | 140.8K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,269 | 137.6K $ | 0.10 % | 0.01 % | as of May 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,252 | 139K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,196 | 137.6K $ | 0.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,091 | 129.1K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,993 | 123K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,984 | 122.5K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,923 | 116.6K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,822 | 114.1K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,758 | 108.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,723 | 106.3K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,686 | 104.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,666 | 104.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,616 | 99.7K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,541 | 93.4K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 1,511 | 91.6K $ | 0.37 % | 0.01 % | as of May 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,478 | 92.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,376 | 84.9K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 1,329 | 83.3K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,288 | 78.1K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,170 | 70.9K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 1,131 | 69.8K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,124 | 70.4K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,083 | 67.8K $ | 0.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 1,072 | 65K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,068 | 65.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,018 | 61.7K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| M3Sixty Small Cap Growth Fund 360 Funds | 997 | 60.4K $ | 0.55 % | 0.00 % | as of May 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 946 | 58.4K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 925 | 56.1K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 915 | 55.5K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 913 | 57.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 867 | 52.6K $ | 0.38 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 826 | 51K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 791 | 48K $ | 0.10 % | 0.00 % | as of May 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 788 | 48.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 779 | 48.8K $ | 0.48 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 708 | 44.4K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 691 | 42.6K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 659 | 41.3K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 652 | 39.5K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 645 | 39.8K $ | 0.03 % | 0.00 % | as of Jun 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 Small-Cap Value Fund Virtus Investment Trust | 1.83 % | as of Jun 30, 2026 ↗ |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 1.65 % | as of Jun 30, 2026 ↗ |
| Opus Small Cap Value ETF ETF Series Solutions | 1.46 % | as of Jul 31, 2026 ↗ |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 1.05 % | as of May 31, 2026 ↗ |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 1.04 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 1.02 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 1.02 % | as of May 31, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 0.78 % | as of May 31, 2026 ↗ |
| WesMark Small Company Fund WesMark Funds | 0.77 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 0.65 % | as of Jun 30, 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 |
|---|---|---|---|---|
| 2026Q3 | 244 | +4 | 11,801,121 | +2.5 % |
| 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 is 1 beneficial ownership filing. 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 | |
|---|---|---|---|
| Vanguard Capital Management | 5.03 % | 1,253,444 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Lakeland Financial Corp". https://titelia.com/en/stocks/lakeland-financial-corp-US5116561003