Lakeland Financial Corp
LKFN- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000721994
In the last 90 days, Lakeland Financial Corp insiders filed 0 open-market purchases and 2 sales; 255 institutions reported holding it in 13F filings for Q2 2026, worth $1.30B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Lakeland Financial Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 255
- +24 vs. Q1 2026
- Shares held
- 21.0M
- +202.1K (+1.0%) vs. Q1 2026
- Total value
- $1.30B
- +$103.5M (+8.7%) vs. Q1 2026
- New holders
- 45
- 95 more added
- Sold out
- 21
- 69 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LKFN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 255 | $1.30B |
| Q1 2026 | 235 | $1.20B |
| Q4 2025 | 227 | $1.20B |
| Q3 2025 | 245 | $1.37B |
| Q2 2025 | 235 | $1.33B |
| Q1 2025 | 244 | $1.27B |
| Q4 2024 | 231 | $1.49B |
| Q3 2024 | 234 | $1.40B |
| Q2 2024 | 216 | $1.31B |
| Q1 2024 | 223 | $1.44B |
| Q4 2023 | 207 | $1.39B |
| Q3 2023 | 200 | $984.2M |
| Q2 2023 | 197 | $996.2M |
| Q1 2023 | 215 | $1.29B |
| Q4 2022 | 229 | $1.49B |
| Q3 2022 | 220 | $1.49B |
| Q2 2022 | 215 | $1.36B |
| Q1 2022 | 201 | $1.51B |
| Q4 2021 | 186 | $1.67B |
| Q3 2021 | 179 | $1.52B |
| Q2 2021 | 166 | $1.17B |
| Q1 2021 | 165 | $1.32B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,639,015 | $224.6M | 0.00% | +102,649+2.9% | Added |
| Neuberger Berman Group LLC | 2,175,765 | $134.3M | 0.09% | +10,368+0.5% | Added |
| State Street Corp | 1,428,098 | $88.1M | 0.00% | +49,399+3.6% | Added |
| Vanguard Capital Management LLC | 1,065,329 | $65.8M | 0.00% | −32,714−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 940,862 | $58.1M | 0.01% | +71,594+8.2% | Added |
| Dimensional Fund Advisors LP | 687,078 | $42.4M | 0.01% | +14,907+2.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 679,655 | $41.9M | 0.11% | +351,573+107.2% | Added |
| Geode Capital Management, LLC | 661,616 | $40.8M | 0.00% | +24,828+3.9% | Added |
| Vanguard Portfolio Management LLC | 598,952 | $37.0M | 0.00% | +25,224+4.4% | Added |
| Silvercrest Asset Management Group LLC | 588,817 | $36.3M | 0.24% | −47,300−7.4% | Reduced |
| Neumeier Poma Investment Counsel LLC | 497,399 | $30.7M | 2.10% | +19,235+4.0% | Added |
| Two Sigma Investments, LP | 417,612 | $25.8M | 0.02% | +60,971+17.1% | Added |
| American Century Companies Inc | 355,466 | $21.9M | 0.01% | +239,681+207.0% | Added |
| Raymond James Financial Inc | 300,208 | $18.5M | 0.01% | +3,623+1.2% | Added |
| Boston Trust Walden Corp | 293,880 | $18.1M | 0.14% | −10,062−3.3% | Reduced |
| Ameriprise Financial Inc | 292,152 | $18.0M | 0.00% | −2,696−0.9% | Reduced |
| Northern Trust Corp | 271,574 | $16.8M | 0.00% | −47,359−14.8% | Reduced |
| FMR LLC | 252,764 | $15.6M | 0.00% | +22,737+9.9% | Added |
| Citadel Advisors LLC | 242,114 | $14.9M | 0.01% | +52,239+27.5% | Added |
| Qube Research & Technologies Ltd | 241,188 | $14.9M | 0.02% | +46,095+23.6% | Added |
| NFJ Investment Group, LLC | 232,747 | $14.4M | 0.49% | −220,485−48.6% | Reduced |
| Morgan Stanley | 227,207 | $14.0M | 0.00% | +2,997+1.3% | Added |
| Bank of America Corp | 216,625 | $13.4M | 0.00% | −104,785−32.6% | Reduced |
| Timucuan Asset Management Inc | 210,411 | $13.0M | 0.48% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 208,318 | $12.9M | 0.00% | +3,828+1.9% | Added |
| AQR Capital Management LLC | 203,681 | $12.6M | 0.00% | +144,467+244.0% | Added |
| Goldman Sachs Group Inc | 200,893 | $12.4M | 0.00% | −23,950−10.7% | Reduced |
| Vanguard Fiduciary Trust Co | 172,916 | $10.7M | 0.00% | +3,991+2.4% | Added |
| Aptus Capital Advisors, LLC | 156,213 | $9.64M | 0.07% | +946+0.6% | Added |
| Kennedy Capital Management, Inc. | 152,293 | $9.40M | 0.17% | −4,452−2.8% | Reduced |
| Monarch Capital Management Inc | 146,833 | $9.06M | 2.08% | −1,125−0.8% | Reduced |
| UBS Group AG | 126,602 | $7.81M | 0.00% | +24,202+23.6% | Added |
| D. E. Shaw & Co., Inc. | 122,938 | $7.59M | 0.00% | +17,750+16.9% | Added |
| Principal Financial Group Inc | 121,241 | $7.48M | 0.00% | −1,745−1.4% | Reduced |
| ProShare Advisors LLC | 113,127 | $6.98M | 0.01% | +258+0.2% | Added |
| Millennium Management LLC | 111,414 | $6.88M | 0.00% | +53,042+90.9% | Added |
| Invesco Ltd. | 101,334 | $6.25M | 0.00% | −6,885−6.4% | Reduced |
| Point72 Asset Management, L.P. | 99,820 | $6.16M | 0.01% | +16,932+20.4% | Added |
| Nuveen, LLC | 96,932 | $5.98M | 0.00% | +453+0.5% | Added |
| Public Sector Pension Investment Board | 85,608 | $5.28M | 0.01% | −4,577−5.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 82,235 | $5.08M | 0.00% | +73,809+876.0% | Added |
| Renaissance Technologies LLC | 72,968 | $4.50M | 0.01% | +14,424+24.6% | Added |
| Rhumbline Advisers | 66,749 | $4.12M | 0.00% | −8,569−11.4% | Reduced |
| Squarepoint Ops LLC | 64,317 | $3.97M | 0.01% | +27,862+76.4% | Added |
| Wells Fargo & Company | 58,784 | $3.63M | 0.00% | +18,600+46.3% | Added |
| Man Group plc | 57,985 | $3.58M | 0.01% | +32,423+126.8% | Added |
| Legal & General Group Plc | 57,209 | $3.53M | 0.00% | +609+1.1% | Added |
| ExodusPoint Capital Management, LP | 52,885 | $3.26M | 0.03% | +22,320+73.0% | Added |
| Swiss National Bank | 49,650 | $3.06M | 0.00% | −800−1.6% | Reduced |
| Tudor Investment Corp Et Al | 49,386 | $3.05M | 0.01% | −10,561−17.6% | Reduced |
| JPMorgan Chase & Co | 47,910 | $2.99M | 0.00% | −20,227−29.7% | Reduced |
| 1st Source Bank | 47,696 | $2.94M | 0.13% | −10,738−18.4% | Reduced |
| UBS Asset Management Americas Inc | 47,503 | $2.93M | 0.00% | −448−0.9% | Reduced |
| Price T Rowe Associates Inc | 45,747 | $2.82M | 0.00% | +8,397+22.5% | Added |
| Bridge City Capital, LLC | 41,741 | $2.58M | 0.59% | +11,221+36.8% | Added |
| First Trust Advisors LP | 40,161 | $2.48M | 0.00% | +1,171+3.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 35,842 | $2.21M | 0.04% | +35,842 | New |
| John W. Rosenthal Capital Management, Inc. | 34,454 | $2.13M | 1.86% | −8,400−19.6% | Reduced |
| XTX Topco Ltd | 30,924 | $1.91M | 0.02% | +665+2.2% | Added |
| Sym Financial Corp | 30,711 | $1.90M | 0.15% | −34,464−52.9% | Reduced |
| California State Teachers Retirement System | 28,884 | $1.78M | 0.00% | +4,147+16.8% | Added |
| BNP Paribas Arbitrage, SA | 28,626 | $1.77M | 0.00% | +7,094+32.9% | Added |
| Deutsche Bank AG | 27,668 | $1.71M | 0.00% | +3,933+16.6% | Added |
| SEI Investments Co | 26,828 | $1.66M | 0.00% | −22,649−45.8% | Reduced |
| Citigroup Inc | 25,903 | $1.60M | 0.00% | −15,150−36.9% | Reduced |
| Prudential Financial Inc | 25,736 | $1.59M | 0.00% | +210+0.8% | Added |
| Dark Forest Capital Management LP | 25,093 | $1.55M | 0.10% | +20,271+420.4% | Added |
| Campbell & CO Investment Adviser LLC | 23,900 | $1.48M | 0.08% | +18,326+328.8% | Added |
| Ieq Capital, LLC | 23,875 | $1.47M | 0.01% | +20,171+544.6% | Added |
| Alliancebernstein L.P. | 25,377 | $1.46M | 0.00% | −1,540−5.7% | Reduced |
| Wesbanco Bank Inc | 23,300 | $1.44M | 0.04% | +23,300 | New |
| Heartland Advisors Inc | 23,248 | $1.43M | 0.06% | −253−1.1% | Reduced |
| Thrivent Financial for Lutherans | 22,234 | $1.37M | 0.00% | −474−2.1% | Reduced |
| Great West Life Assurance Co | 21,769 | $1.34M | 0.00% | −70.0% | Reduced |
| New York State Common Retirement Fund | 21,455 | $1.32M | 0.00% | +3,577+20.0% | Added |
| Winton Group Ltd | 21,407 | $1.32M | 0.04% | +242+1.1% | Added |
| Envestnet Asset Management Inc | 21,012 | $1.30M | 0.00% | −93,932−81.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,819 | $1.28M | 0.00% | +3,167+17.9% | Added |
| Trexquant Investment LP | 20,568 | $1.27M | 0.01% | −3,655−15.1% | Reduced |
| Quantinno Capital Management LP | 19,703 | $1.22M | 0.00% | +12,532+174.8% | Added |
| Cetera Investment Advisers | 18,442 | $1.14M | 0.00% | −6,348−25.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 18,165 | $1.12M | 0.00% | −24,135−57.1% | Reduced |
| Vanguard Asset Management, Ltd | 17,436 | $1.08M | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 16,999 | $1.05M | 0.01% | +16,999 | New |
| Russell Investments Group, Ltd. | 16,770 | $1.04M | 0.00% | +579+3.6% | Added |
| Quantbot Technologies LP | 15,983 | $986.5K | 0.04% | −1,844−10.3% | Reduced |
| Uncommon Cents Investing LLC | 15,266 | $942.2K | 0.20% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,493 | $894.5K | 0.00% | +3,015+26.3% | Added |
| Mirabella Financial Services LLP | 14,442 | $891.4K | 0.09% | +9,055+168.1% | Added |
| MetLife Investment Management | 14,429 | $890.6K | 0.00% | +430+3.1% | Added |
| Rafferty Asset Management, LLC | 14,078 | $868.9K | 0.00% | −5,034−26.3% | Reduced |
| Graham Capital Management, L.P. | 13,975 | $862.5K | 0.02% | +1,776+14.6% | Added |
| SG Americas Securities, LLC | 13,472 | $831.0K | 0.00% | +2,112+18.6% | Added |
| Illinois Municipal Retirement Fund | 13,330 | $822.7K | 0.01% | −44−0.3% | Reduced |
| Mariner, LLC | 12,797 | $789.8K | 0.00% | +12,797 | New |
| Jupiter Topco LLC | 12,248 | $756.4K | 0.00% | +12,248 | New |
| Elo Mutual Pension Insurance Co | 11,780 | $727.1K | 0.01% | +11,780 | New |
| BKD Wealth Advisors, LLC | 11,722 | $723.5K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 11,428 | $705.3K | 0.00% | −218−1.9% | Reduced |
| CWM Advisors, LLC | 11,041 | $681.5K | 0.03% | +2,086+23.3% | Added |