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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
Aua Capital Management, LLC7$00.00%––
Lindbrook Capital, LLC16$1.00K0.00%––
Ameritas Investment Company, LLC20$1.38K0.00%––
Signaturefd, LLC27$2.00K0.00%––
Valeo Financial Advisors, LLC32$2.00K0.00%––
Geneos Wealth Management Inc.32$2.00K0.00%––
RWM Asset Management, LLC37$3.00K0.00%––
American Portfolios Advisors45$3.11K0.00%––
Savior LLC60$4.00K0.00%––
Quadrant Capital Group LLC73$5.00K0.00%––
Rockefeller Capital Management L.P.77$5.00K0.00%––
Private Capital Group, LLC96$7.00K0.00%––
Harbor Investment Advisory, LLC126$9.00K0.00%––
Point72 Hong Kong Ltd137$9.00K0.00%––
Huntington National Bank154$11.0K0.00%––
Fifth Third Bancorp188$13.0K0.00%––
Simplex Trading, LLC211$14.0K0.00%––
Captrust Financial Advisors278$19.0K0.00%––
Arlington Partners LLC288$20.0K0.01%––
Financial Enhancement Group LLC315$22.0K0.00%––
Creative Financial Designs Inc422$29.0K0.01%––
Plante Moran Financial Advisors, LLC449$31.0K0.01%––
Lazard Asset Management LLC485$33.0K0.00%––
Nisa Investment Advisors, LLC750$52.0K0.00%––
Fieldpoint Private Securities, LLC770$53.0K0.01%––
Proequities, Inc.987$68.0K0.00%––
Bollard Group LLC1,170$81.0K0.00%––
Great West Life Assurance Co1,723$118.0K0.00%––
Ameritas Investment Partners, Inc.1,974$137.0K0.01%––
Tower Research Capital LLC (TRC)2,251$155.0K0.00%––
Sowell Financial Services LLC2,609$170.0K0.01%––
US Bancorp2,667$185.0K0.00%––
Harbour Investments, Inc.2,797$194.0K0.01%––
Clean Yield Group2,995$207.0K0.09%––
Indiana Trust & Investment Management CO3,069$212.0K0.11%––
Man Group plc3,317$230.0K0.00%––
Prudential Financial Inc3,419$237.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,433$238.0K0.00%––
Wesbanco Bank Inc3,550$246.0K0.01%––
Personal Cfo Solutions, LLC3,629$251.0K0.05%––
Royal Bank of Canada3,983$275.0K0.00%––
The PNC Financial Services Group, Inc.4,124$285.0K0.00%––
ACG Wealth4,142$287.0K0.04%––
Cresset Asset Management, LLC4,189$290.0K0.00%––
Commonwealth Equity Services, LLC4,282$296.0K0.00%––
SG Americas Securities, LLC4,297$297.0K0.00%––
D. E. Shaw & Co., Inc.4,687$324.0K0.00%––
Alps Advisors Inc4,730$327.0K0.00%––
State of Wisconsin Investment Board5,100$353.0K0.00%––
Legal & General Group Plc5,695$394.0K0.00%––
Bedel Financial Consulting, Inc.6,450$446.0K0.17%––
ProShare Advisors LLC6,492$449.0K0.00%––
United Capital Financial Advisers, LLC6,510$450.0K0.00%––
Bank of Montreal6,680$457.0K0.00%––
Metropolitan Life Insurance Co6,765$468.1K0.01%––
Qube Research & Technologies Ltd6,794$470.0K0.01%––
Public Employees Retirement Association of Colorado6,921$479.0K0.00%––
Hancock Whitney Corp7,353$509.0K0.02%––
Arizona State Retirement System7,485$518.0K0.00%––
AQR Capital Management LLC7,591$525.0K0.00%––
Advisor Group Holdings, Inc.8,442$584.0K0.00%––
Sym Financial Corp8,479$587.0K0.34%––
Jane Street Group, LLC8,935$618.0K0.00%––
Dynamic Technology Lab Private Ltd9,598$664.0K0.07%––
MetLife Investment Management9,651$667.8K0.01%––
Hantz Financial Services, Inc.9,907$685.0K0.03%––
Cetera Advisors LLC9,988$691.0K0.02%––
Balyasny Asset Management LLC10,164$703.0K0.00%––
BNP Paribas Arbitrage, SA10,333$714.9K0.00%––
SEI Investments Co12,610$715.0K0.00%––
Handelsbanken Fonder AB10,530$729.0K0.00%––
Summit Global Investments10,656$737.0K0.05%––
Voya Investment Management LLC10,669$738.0K0.00%––
Synovus Financial Corp12,332$860.0K0.01%––
Manufacturers Life Insurance Company, The12,590$871.0K0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC12,713$880.0K0.00%––
Acadian Asset Management LLC13,779$953.0K0.00%––
Rafferty Asset Management, LLC13,871$960.0K0.01%––
Citigroup Inc14,089$975.0K0.00%––
American International Group, Inc.14,146$979.0K0.00%––
Winton Group Ltd14,442$999.0K0.06%––
Ergoteles LLC15,628$1.08M0.03%––
Susquehanna Fundamental Investments, LLC15,814$1.09M0.02%––
UBS Asset Management Americas Inc16,255$1.12M0.00%––
Column Capital Advisors, LLC16,374$1.13M0.25%––
Cox Capital Mgt LLC16,821$1.16M0.81%––
Deutsche Bank AG17,022$1.18M0.00%––
CSM Advisors, LLC17,910$1.24M0.17%––
Raymond James Financial Services Advisors, Inc.18,197$1.26M0.00%––
Uncommon Cents Investing LLC18,564$1.28M0.55%––
Keybank National Association18,925$1.31M0.01%––
UBS Group AG19,358$1.34M0.00%––
Susquehanna International Group, LLP19,501$1.35M0.00%––
Comerica Bank19,617$1.36M0.01%––
Tudor Investment Corp Et Al20,581$1.42M0.03%––
Stifel Financial Corp21,115$1.46M0.00%––
Credit Suisse AG21,667$1.50M0.00%––
Aptus Capital Advisors, LLC22,819$1.58M0.08%––
Fi3 FINANCIAL ADVISORS, LLC23,247$1.61M1.38%––
Price T Rowe Associates Inc24,404$1.69M0.00%––