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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, Q1 2021

Institutional positions in Lakeland Financial Corp as of Mar 31, 2021. 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
165
No complete 13F data for Q4 2020
Shares held
19.0M
No complete 13F data for Q4 2020
Total value
$1.32B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 165 institutions
Q1 2021: 165 institutionsQ2 2021: 166 institutionsQ3 2021: 179 institutionsQ4 2021: 186 institutionsQ1 2022: 201 institutionsQ2 2022: 215 institutionsQ3 2022: 219 institutionsQ4 2022: 229 institutionsQ1 2023: 215 institutionsQ2 2023: 197 institutionsQ3 2023: 200 institutionsQ4 2023: 207 institutionsQ1 2024: 223 institutionsQ2 2024: 216 institutionsQ3 2024: 234 institutionsQ4 2024: 231 institutionsQ1 2025: 244 institutionsQ2 2025: 235 institutionsQ3 2025: 245 institutionsQ4 2025: 227 institutionsQ1 2026: 235 institutionsQ2 2026: 255 institutions
Value heldQ1 2021: $1.32B
Q1 2021: $1.32BQ2 2021: $1.16BQ3 2021: $1.48BQ4 2021: $1.66BQ1 2022: $1.51BQ2 2022: $1.36BQ3 2022: $1.49BQ4 2022: $1.49BQ1 2023: $1.29BQ2 2023: $996.2MQ3 2023: $984.2MQ4 2023: $1.37BQ1 2024: $1.41BQ2 2024: $1.30BQ3 2024: $1.39BQ4 2024: $1.49BQ1 2025: $1.27BQ2 2025: $1.32BQ3 2025: $1.36BQ4 2025: $1.18BQ1 2026: $1.20BQ2 2026: $1.30B
Institutions holding LKFN and their total value by quarter
QuarterHoldersValue
Q2 2026255$1.30B
Q1 2026235$1.20B
Q4 2025227$1.18B
Q3 2025245$1.36B
Q2 2025235$1.32B
Q1 2025244$1.27B
Q4 2024231$1.49B
Q3 2024234$1.39B
Q2 2024216$1.30B
Q1 2024223$1.41B
Q4 2023207$1.37B
Q3 2023200$984.2M
Q2 2023197$996.2M
Q1 2023215$1.29B
Q4 2022229$1.49B
Q3 2022219$1.49B
Q2 2022215$1.36B
Q1 2022201$1.51B
Q4 2021186$1.66B
Q3 2021179$1.48B
Q2 2021166$1.16B
Q1 2021165$1.32B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Lakeland Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding LKFN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,940,399$134.3M0.00%––
Neuberger Berman Group LLC1,597,074$110.5M0.11%––
Victory Capital Management Inc1,279,292$88.5M0.09%––
Vanguard Group Inc1,236,597$85.6M0.00%––
Silvercrest Asset Management Group LLC1,080,666$74.8M0.50%––
Goldman Sachs Group Inc992,839$68.7M0.02%––
Dimensional Fund Advisors LP856,569$59.3M0.02%––
Ameriprise Financial Inc840,180$58.1M0.02%––
Franklin Resources Inc793,305$54.9M0.02%––
Massachusetts Financial Services Co707,145$48.9M0.02%––
State Street Corp672,246$46.5M0.00%––
Segall Bryant & Hamill, LLC636,449$44.0M0.44%––
Copeland Capital Management, LLC471,677$32.6M1.02%––
Neumeier Poma Investment Counsel LLC471,007$32.6M1.96%––
Northern Trust Corp452,703$31.3M0.01%––
Geode Capital Management, LLC451,608$31.2M0.00%––
Boston Trust Walden Corp367,559$25.4M0.25%––
Schroder Investment Management Group255,574$17.7M0.02%––
Monarch Capital Management Inc195,935$13.6M4.02%––
Bank of New York Mellon Corp193,872$13.4M0.00%––
Macquarie Group Ltd174,572$12.1M0.02%––
Charles Schwab Investment Management Inc172,251$11.9M0.00%––
Timucuan Asset Management Inc159,196$11.0M0.49%––
Nuveen Asset Management, LLC141,841$9.81M0.00%––
Ziegler Capital Management, LLC134,686$9.32M0.29%––
Fuller & Thaler Asset Management, Inc.100,432$6.95M0.05%––
Monarch Partners Asset Management LLC96,930$6.71M1.01%––
John W. Rosenthal Capital Management, Inc.91,600$6.34M5.12%––
FMR LLC80,600$5.58M0.00%––
First Trust Advisors LP76,219$5.27M0.01%––
FourThought Financial, LLC71,280$4.93M0.71%––
Renaissance Technologies LLC69,600$4.82M0.01%––
Walthausen & Co., LLC66,256$4.58M0.97%––
Wells Fargo & Company65,942$4.56M0.00%––
BKD Wealth Advisors, LLC62,473$4.32M0.21%––
Bank of America Corp61,379$4.25M0.00%––
JPMorgan Chase & Co60,783$4.21M0.00%––
Swiss National Bank58,750$4.07M0.00%––
Envestnet Asset Management Inc54,974$3.80M0.00%––
Kennedy Capital Management, Inc.54,782$3.79M0.08%––
1st Source Bank53,694$3.71M0.25%––
Barclays PLC51,342$3.55M0.00%––
Citadel Advisors LLC49,631$3.43M0.00%––
New York State Common Retirement Fund47,708$3.30M0.00%––
Rhumbline Advisers47,531$3.29M0.00%––
Wedge Capital Management L L P47,367$3.28M0.04%––
California Public Employees Retirement System44,551$3.08M0.00%––
Morgan Stanley43,006$2.98M0.00%––
Russell Investments Group, Ltd.42,272$2.92M0.01%––
EAM Global Investors LLC37,975$2.63M0.73%––
California State Teachers Retirement System36,611$2.53M0.00%––
Bridge City Capital, LLC35,778$2.48M0.82%––
Parametric Portfolio Associates LLC33,257$2.30M0.00%––
HRT Financial LP32,349$2.24M0.02%––
Millennium Management LLC31,593$2.19M0.00%––
State Board of Administration of Florida Retirement System30,507$2.11M0.00%––
American Century Companies Inc30,500$2.11M0.00%––
ExodusPoint Capital Management, LP30,024$2.08M0.04%––
Cubist Systematic Strategies, LLC29,155$2.02M0.03%––
CWM, LLC31,756$1.96M0.02%––
Invesco Ltd.28,078$1.94M0.00%––
Principal Financial Group Inc28,008$1.94M0.00%––
Alliancebernstein L.P.27,417$1.90M0.00%––
EAM Investors, LLC26,991$1.87M0.28%––
Cypress Capital Management LLC (WY)25,945$1.79M1.58%––
Price T Rowe Associates Inc24,404$1.69M0.00%––
Fi3 FINANCIAL ADVISORS, LLC23,247$1.61M1.38%––
Aptus Capital Advisors, LLC22,819$1.58M0.08%––
Credit Suisse AG21,667$1.50M0.00%––
Stifel Financial Corp21,115$1.46M0.00%––
Tudor Investment Corp Et Al20,581$1.42M0.03%––
Comerica Bank19,617$1.36M0.01%––
Susquehanna International Group, LLP19,501$1.35M0.00%––
UBS Group AG19,358$1.34M0.00%––
Keybank National Association18,925$1.31M0.01%––
Uncommon Cents Investing LLC18,564$1.28M0.55%––
Raymond James Financial Services Advisors, Inc.18,197$1.26M0.00%––
CSM Advisors, LLC17,910$1.24M0.17%––
Deutsche Bank AG17,022$1.18M0.00%––
Cox Capital Mgt LLC16,821$1.16M0.81%––
Column Capital Advisors, LLC16,374$1.13M0.25%––
UBS Asset Management Americas Inc16,255$1.12M0.00%––
Susquehanna Fundamental Investments, LLC15,814$1.09M0.02%––
Ergoteles LLC15,628$1.08M0.03%––
Winton Group Ltd14,442$999.0K0.06%––
American International Group, Inc.14,146$979.0K0.00%––
Citigroup Inc14,089$975.0K0.00%––
Rafferty Asset Management, LLC13,871$960.0K0.01%––
Acadian Asset Management LLC13,779$953.0K0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC12,713$880.0K0.00%––
Manufacturers Life Insurance Company, The12,590$871.0K0.00%––
Synovus Financial Corp12,332$860.0K0.01%––
Voya Investment Management LLC10,669$738.0K0.00%––
Summit Global Investments10,656$737.0K0.05%––
Handelsbanken Fonder AB10,530$729.0K0.00%––
SEI Investments Co12,610$715.0K0.00%––
BNP Paribas Arbitrage, SA10,333$714.9K0.00%––
Balyasny Asset Management LLC10,164$703.0K0.00%––
Cetera Advisors LLC9,988$691.0K0.02%––
Hantz Financial Services, Inc.9,907$685.0K0.03%––