Lakeland Financial Corp: which funds bought and sold
Institutions that bought and sold Lakeland Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 135 institutions that filed 13F reports for both quarters added to or opened positions in Lakeland Financial, and 89 cut or closed them. Together they added a net 197K shares, +0.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 167K shares (+3.5%); index fund managers were net buyers of 184K shares (+2.1%). 41 opened a new position and 21 sold out entirely.
Bought, Q2 2026 135 institutions, 41 of them new holders Sold, Q2 2026 89 institutions, 21 of them sold out
Net change, all compared +197K shares (+0.9%)
Net change, active managers +167K shares (+3.5%), 21 bought, 14 sold
Buyers versus sellers
135 bought 46 89 sold
Active managers and hedge funds 21 bought · 14 sold · +167K
Index fund managers 7 bought · 4 sold · +184K
Other institutions 107 bought · 71 sold · −154K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | +352K +107.2% | 680K | $41.9M |
| American Century Companies Inc Active manager | +240K +207.0% | 355K | $21.9M |
| AQR Capital Management LLC Hedge fund | +144K +244.0% | 204K | $12.6M |
| Blackrock, Inc. Index funds | +103K +2.9% | 3.6M | $225M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +74K +876.0% | 82K | $5.1M |
| Charles Schwab Investment Management Inc Index funds | +72K +8.2% | 941K | $58.1M |
| Two Sigma Investments, LP Hedge fund | +61K +17.1% | 418K | $25.8M |
| Millennium Management LLC Hedge fund | +53K +90.9% | 111K | $6.9M |
| Citadel Advisors LLC Hedge fund | +52K +27.5% | 242K | $14.9M |
| State Street Corp Index funds | +49K +3.6% | 1.4M | $88.1M |
| Qube Research & Technologies Ltd Hedge fund | +46K +23.6% | 241K | $14.9M |
| Y-Intercept (Hong Kong) Ltd | +36K New position | 36K | $2.2M |
| Man Group PLC Hedge fund | +32K +126.8% | 58K | $3.6M |
| Squarepoint Ops LLC Hedge fund | +28K +76.4% | 64K | $4M |
| Vanguard Portfolio Management LLC Index funds | +25K +4.4% | 599K | $37M |
| Geode Capital Management, LLC Index funds | +25K +3.9% | 662K | $40.8M |
| UBS Group AG | +24K +23.6% | 127K | $7.8M |
| Wesbanco Bank Inc | +23K New position | 23K | $1.4M |
| FMR LLC Active manager | +23K +9.9% | 253K | $15.6M |
| Exoduspoint Capital Management, LP Hedge fund | +22K +73.0% | 53K | $3.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| American Century Companies Inc Active manager | +240K +207.0% | 355K | $21.9M |
| AQR Capital Management LLC Hedge fund | +144K +244.0% | 204K | $12.6M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +74K +876.0% | 82K | $5.1M |
| Two Sigma Investments, LP Hedge fund | +61K +17.1% | 418K | $25.8M |
| Millennium Management LLC Hedge fund | +53K +90.9% | 111K | $6.9M |
| Citadel Advisors LLC Hedge fund | +52K +27.5% | 242K | $14.9M |
| Qube Research & Technologies Ltd Hedge fund | +46K +23.6% | 241K | $14.9M |
| Man Group PLC Hedge fund | +32K +126.8% | 58K | $3.6M |
| Squarepoint Ops LLC Hedge fund | +28K +76.4% | 64K | $4M |
| FMR LLC Active manager | +23K +9.9% | 253K | $15.6M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Copeland Capital Management, LLC Active manager | −606K −100.0% | 44 | $2,767 |
| Nfj Investment Group, LLC | −220K −48.6% | 233K | $14.4M |
| Bank Of America Corp | −105K −32.6% | 217K | $13.4M |
| Envestnet Asset Management Inc | −94K −81.7% | 21K | $1.3M |
| HRT Financial LP | −52K Sold out | 0 | — |
| Northern Trust Corp Index funds | −47K −14.8% | 272K | $16.8M |
| Silvercrest Asset Management Group LLC | −47K −7.4% | 589K | $36.3M |
| Stifel Financial Corp | −42K Sold out | 0 | — |
| Royal Bank Of Canada | −38K −77.7% | 11K | $670,000 |
| Jane Street Group, LLC | −37K −86.6% | 5,745 | $354,581 |
| Sym Financial Corp | −34K −52.9% | 31K | $1.9M |
| Vanguard Capital Management LLC Index funds | −33K −3.0% | 1.1M | $65.8M |
| Voloridge Investment Management, LLC Hedge fund | −32K Sold out | 0 | — |
| Gsa Capital Partners LLP | −27K −71.9% | 10K | $642,000 |
| Balyasny Asset Management L.P. Hedge fund | −25K Sold out | 0 | — |
| Healthcare Of Ontario Pension Plan Trust Fund | −24K −57.1% | 18K | $1.1M |
| Goldman Sachs Group Inc | −24K −10.7% | 201K | $12.4M |
| Sei Investments Co | −23K −45.8% | 27K | $1.7M |
| Jpmorgan Chase & Co | −20K −29.7% | 48K | $3M |
| Citigroup Inc | −15K −36.9% | 26K | $1.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Copeland Capital Management, LLC Active manager | −606K −100.0% | 44 | $2,767 |
| Voloridge Investment Management, LLC Hedge fund | −32K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −25K Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −12K −69.5% | 5,382 | $332,177 |
| Tudor Investment Corp Et Al Hedge fund | −11K −17.6% | 49K | $3M |
| Kennedy Capital Management LLC Active manager | −4,452 −2.8% | 152K | $9.4M |
| Schonfeld Strategic Advisors LLC Hedge fund | −4,381 −44.9% | 5,383 | $332,237 |
| Trexquant Investment LP Hedge fund | −3,655 −15.1% | 21K | $1.3M |
| Centiva Capital, LP Hedge fund | −3,543 Sold out | 0 | — |
| O'Shaughnessy Asset Management, LLC Active manager | −2,647 −31.0% | 5,897 | $363,963 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 36K | $2.2M |
| Wesbanco Bank Inc | 23K | $1.4M |
| Quadrature Capital LtdHedge fund | 17K | $1M |
| Mariner, LLC | 13K | $789,753 |
| Elo Mutual Pension Insurance Co | 12K | $727,062 |
| Jain Global LLCHedge fund | 11K | $661,885 |
| Jump Financial, LLC | 11K | $649,602 |
| HSBC Holdings PLC | 8,605 | $529,035 |
| Mercer Global Advisors Inc | 8,481 | $523,447 |
| Corient Private Wealth LP | 8,344 | $514,993 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| HRT Financial LP | 52K | $3M |
| Stifel Financial Corp | 42K | $2.4M |
| Voloridge Investment Management, LLCHedge fund | 32K | $1.8M |
| Balyasny Asset Management L.P.Hedge fund | 25K | $1.5M |
| Snowden Capital Advisors LLC | 7,119 | $408,488 |
| Entropy Technologies, LP | 4,100 | $235,258 |
| Personal Cfo Solutions, LLC | 3,859 | $221,455 |
| Centiva Capital, LPHedge fund | 3,543 | $203,297 |
| State Of Wyoming | 2,188 | $125,547 |
| Advisory Services Network, LLC | 1,510 | $86,643 |
Who holds the shares
- Institutions reporting
- 253
- Ten largest holders
- 59.3% of 13F-reported shares
- Index fund managers
- 42.7% of 13F-reported shares
- Active managers and hedge funds
- 23.6% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 21 | 14 | 2 | 3 | +167K | +3.5% |
| Index fund managers | 7 | 4 | 0 | 0 | +184K | +2.1% |
| Other institutions | 107 | 71 | 39 | 18 | −154K | −2.1% |