Lakeland Financial Corp. 13F holders
Of the 44 funds followed here, 7 reported a position in Lakeland Financial Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 661,616 shares worth $40.8 million, 0.0% of its reported book.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 661,616 | $40.8 million | 0.0% | +24,828 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 417,612 | $25.8 million | 0.0% | +60,971 | added | 30 June 2026 | 13F |
| FMR LLC | 252,764 | $15.6 million | 0.0% | +22,737 | added | 30 June 2026 | 13F |
| Citadel Advisors | 242,114 | $14.9 million | 0.0% | +52,239 | added | 30 June 2026 | 13F |
| Millennium Management | 111,414 | $6.9 million | 0.0% | +53,042 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 99,820 | $6.2 million | 0.0% | +16,932 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 72,968 | $4.5 million | 0.0% | +14,424 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 31 July 2026 | 13G | Vanguard Capital Management and 1 other | 1.3 million | 5.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 May 2026 | 13G | State Street Corporation and 1 other | 1.4 million | 5.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 24 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 3.5 million | 13.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 9 February 2026 | 13G | State Street Corporation and 1 other | 1.3 million | 5.0% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 9 September 2026 | 1,562 | $59.98 | SEC |
| 8 September 2026 | 100 | $60.57 | SEC |
| 4 September 2026 | 5,139 | $60.03 | SEC |
| 3 September 2026 | 20 | $59.90 | SEC |
| 2 September 2026 | 12 | $58.82 | SEC |
| 21 August 2026 | 8 | $60.44 | SEC |
| 13 August 2026 | 114 | $62.25 | SEC |
| 7 August 2026 | 5,213 | $62.31 | SEC |
| 6 August 2026 | 1 | $62.96 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
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Largest in the window: 5,213 on 7 August 2026. A fail is an operational fact about settlement, not a position.Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to LKFN by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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