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 2021
Institutional positions in Lakeland Financial Corp as of Jun 30, 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
- 166
- +1 vs. Q1 2021
- Shares held
- 18.8M
- −264.8K (−1.4%) vs. Q1 2021
- Total value
- $1.16B
- −$154.6M (−11.7%) vs. Q1 2021
- New holders
- 19
- 50 more added
- Sold out
- 18
- 71 more reduced
Compare with Q1 2021: 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 | $1.18B |
| Q3 2025 | 245 | $1.36B |
| Q2 2025 | 235 | $1.32B |
| Q1 2025 | 244 | $1.27B |
| Q4 2024 | 231 | $1.49B |
| Q3 2024 | 234 | $1.39B |
| Q2 2024 | 216 | $1.30B |
| Q1 2024 | 223 | $1.41B |
| Q4 2023 | 207 | $1.37B |
| Q3 2023 | 200 | $984.2M |
| Q2 2023 | 197 | $996.2M |
| Q1 2023 | 215 | $1.29B |
| Q4 2022 | 229 | $1.49B |
| Q3 2022 | 219 | $1.49B |
| Q2 2022 | 215 | $1.36B |
| Q1 2022 | 201 | $1.51B |
| Q4 2021 | 186 | $1.66B |
| Q3 2021 | 179 | $1.48B |
| Q2 2021 | 166 | $1.16B |
| Q1 2021 | 165 | $1.32B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,778,502 | $109.6M | 0.00% | −161,897−8.3% | Reduced |
| Neuberger Berman Group LLC | 1,545,340 | $95.3M | 0.08% | −51,734−3.2% | Reduced |
| Victory Capital Management Inc | 1,320,672 | $81.4M | 0.08% | +41,380+3.2% | Added |
| Vanguard Group Inc | 1,229,421 | $75.8M | 0.00% | −7,176−0.6% | Reduced |
| Silvercrest Asset Management Group LLC | 1,051,044 | $64.8M | 0.42% | −29,622−2.7% | Reduced |
| Goldman Sachs Group Inc | 925,444 | $57.0M | 0.02% | −67,395−6.8% | Reduced |
| Ameriprise Financial Inc | 834,582 | $51.4M | 0.02% | −5,598−0.7% | Reduced |
| Dimensional Fund Advisors LP | 820,652 | $50.6M | 0.02% | −35,917−4.2% | Reduced |
| State Street Corp | 764,284 | $47.1M | 0.00% | +92,038+13.7% | Added |
| Massachusetts Financial Services Co | 710,601 | $43.8M | 0.01% | +3,456+0.5% | Added |
| Segall Bryant & Hamill, LLC | 692,050 | $42.7M | 0.41% | +55,601+8.7% | Added |
| Franklin Resources Inc | 603,779 | $37.2M | 0.01% | −189,526−23.9% | Reduced |
| Copeland Capital Management, LLC | 480,584 | $29.6M | 0.89% | +8,907+1.9% | Added |
| Neumeier Poma Investment Counsel LLC | 471,007 | $29.0M | 1.70% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 459,474 | $28.3M | 0.00% | +7,866+1.7% | Added |
| Northern Trust Corp | 451,880 | $27.9M | 0.00% | −823−0.2% | Reduced |
| Loomis Sayles & Co L P | 428,162 | $26.4M | 0.03% | +428,162 | New |
| Boston Trust Walden Corp | 355,739 | $21.9M | 0.19% | −11,820−3.2% | Reduced |
| Schroder Investment Management Group | 251,123 | $15.5M | 0.02% | −4,451−1.7% | Reduced |
| Monarch Capital Management Inc | 196,645 | $12.1M | 3.46% | +710+0.4% | Added |
| Bank of New York Mellon Corp | 184,985 | $11.4M | 0.00% | −8,887−4.6% | Reduced |
| Macquarie Group Ltd | 177,722 | $11.0M | 0.01% | +3,150+1.8% | Added |
| ProShare Advisors LLC | 177,104 | $10.9M | 0.03% | +170,612+2,628.0% | Added |
| Charles Schwab Investment Management Inc | 172,714 | $10.6M | 0.00% | +463+0.3% | Added |
| Timucuan Asset Management Inc | 159,196 | $9.81M | 0.39% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 142,552 | $8.79M | 0.06% | +42,120+41.9% | Added |
| Nuveen Asset Management, LLC | 128,155 | $7.90M | 0.00% | −13,686−9.6% | Reduced |
| Ziegler Capital Management, LLC | 49,140 | $7.89M | 0.26% | −85,546−63.5% | Reduced |
| First Trust Advisors LP | 104,485 | $6.44M | 0.01% | +28,266+37.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 91,600 | $5.65M | 4.54% | 00.0% | Unchanged |
| FourThought Financial, LLC | 72,167 | $4.45M | 0.60% | +887+1.2% | Added |
| FMR LLC | 68,200 | $4.20M | 0.00% | −12,400−15.4% | Reduced |
| Renaissance Technologies LLC | 63,651 | $3.92M | 0.00% | −5,949−8.5% | Reduced |
| BKD Wealth Advisors, LLC | 62,640 | $3.86M | 0.18% | +167+0.3% | Added |
| Envestnet Asset Management Inc | 57,872 | $3.57M | 0.00% | +2,898+5.3% | Added |
| Swiss National Bank | 55,750 | $3.44M | 0.00% | −3,000−5.1% | Reduced |
| Walthausen & Co., LLC | 55,606 | $3.43M | 0.76% | −10,650−16.1% | Reduced |
| 1st Source Bank | 53,694 | $3.31M | 0.21% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 52,562 | $3.24M | 0.07% | −2,220−4.1% | Reduced |
| Monarch Partners Asset Management LLC | 51,799 | $3.19M | 0.46% | −45,131−46.6% | Reduced |
| New York State Common Retirement Fund | 47,917 | $2.95M | 0.00% | +209+0.4% | Added |
| Wells Fargo & Company | 46,677 | $2.88M | 0.00% | −19,265−29.2% | Reduced |
| Rhumbline Advisers | 43,534 | $2.68M | 0.00% | −3,997−8.4% | Reduced |
| American Century Companies Inc | 40,850 | $2.52M | 0.00% | +10,350+33.9% | Added |
| Wedge Capital Management L L P | 39,632 | $2.44M | 0.03% | −7,735−16.3% | Reduced |
| ExodusPoint Capital Management, LP | 39,155 | $2.41M | 0.04% | +9,131+30.4% | Added |
| Principal Financial Group Inc | 36,486 | $2.25M | 0.00% | +8,478+30.3% | Added |
| Barclays PLC | 35,916 | $2.21M | 0.00% | −15,426−30.0% | Reduced |
| Two Sigma Investments, LP | 35,220 | $2.17M | 0.01% | +35,220 | New |
| Bridge City Capital, LLC | 34,607 | $2.13M | 0.73% | −1,171−3.3% | Reduced |
| Aptus Capital Advisors, LLC | 34,252 | $2.11M | 0.10% | +11,433+50.1% | Added |
| Parametric Portfolio Associates LLC | 34,039 | $2.10M | 0.00% | +782+2.4% | Added |
| California State Teachers Retirement System | 33,671 | $2.08M | 0.00% | −2,940−8.0% | Reduced |
| Bank of America Corp | 32,411 | $2.00M | 0.00% | −28,968−47.2% | Reduced |
| CWM, LLC | 31,756 | $1.96M | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 28,010 | $1.73M | 0.00% | −68−0.2% | Reduced |
| Alliancebernstein L.P. | 27,417 | $1.69M | 0.00% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 24,017 | $1.62M | 1.11% | +770+3.3% | Added |
| State Board of Administration of Florida Retirement System | 26,085 | $1.61M | 0.00% | −4,422−14.5% | Reduced |
| UBS Group AG | 21,889 | $1.35M | 0.00% | +2,531+13.1% | Added |
| Stifel Financial Corp | 21,523 | $1.33M | 0.00% | +408+1.9% | Added |
| Morgan Stanley | 20,366 | $1.25M | 0.00% | −22,640−52.6% | Reduced |
| Credit Suisse AG | 20,056 | $1.24M | 0.00% | −1,611−7.4% | Reduced |
| JPMorgan Chase & Co | 19,714 | $1.22M | 0.00% | −41,069−67.6% | Reduced |
| Russell Investments Group, Ltd. | 19,146 | $1.18M | 0.00% | −23,126−54.7% | Reduced |
| UBS Asset Management Americas Inc | 19,052 | $1.17M | 0.00% | +2,797+17.2% | Added |
| Price T Rowe Associates Inc | 18,362 | $1.13M | 0.00% | −6,042−24.8% | Reduced |
| Uncommon Cents Investing LLC | 18,364 | $1.13M | 0.45% | −200−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,322 | $1.13M | 0.00% | +125+0.7% | Added |
| Rafferty Asset Management, LLC | 17,962 | $1.11M | 0.01% | +4,091+29.5% | Added |
| Tudor Investment Corp Et Al | 17,823 | $1.10M | 0.02% | −2,758−13.4% | Reduced |
| Cox Capital Mgt LLC | 17,633 | $1.09M | 0.73% | +812+4.8% | Added |
| Keybank National Association | 17,275 | $1.06M | 0.00% | −1,650−8.7% | Reduced |
| Column Capital Advisors, LLC | 16,460 | $1.01M | 0.21% | +86+0.5% | Added |
| Deutsche Bank AG | 16,401 | $1.01M | 0.00% | −621−3.6% | Reduced |
| Comerica Bank | 14,513 | $964.0K | 0.01% | −5,104−26.0% | Reduced |
| CSM Advisors, LLC | 15,560 | $959.0K | 0.06% | −2,350−13.1% | Reduced |
| Winton Group Ltd | 15,485 | $954.0K | 0.05% | +1,043+7.2% | Added |
| Citigroup Inc | 14,709 | $907.0K | 0.00% | +620+4.4% | Added |
| Tower Research Capital LLC (TRC) | 13,958 | $861.0K | 0.02% | +11,707+520.1% | Added |
| American International Group, Inc. | 13,675 | $843.0K | 0.00% | −471−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 13,072 | $806.0K | 0.00% | +482+3.8% | Added |
| Synovus Financial Corp | 12,936 | $804.0K | 0.01% | +604+4.9% | Added |
| Acadian Asset Management LLC | 11,018 | $679.0K | 0.00% | −2,761−20.0% | Reduced |
| California Public Employees Retirement System | 10,885 | $671.0K | 0.00% | −33,666−75.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,614 | $654.0K | 0.01% | −5,200−32.9% | Reduced |
| Summit Global Investments | 10,600 | $653.0K | 0.04% | −56−0.5% | Reduced |
| Voya Investment Management LLC | 10,141 | $625.0K | 0.00% | −528−4.9% | Reduced |
| Qube Research & Technologies Ltd | 10,071 | $621.0K | 0.01% | +3,277+48.2% | Added |
| Cetera Advisors LLC | 10,040 | $619.0K | 0.01% | +52+0.5% | Added |
| Handelsbanken Fonder AB | 9,830 | $606.0K | 0.00% | −700−6.6% | Reduced |
| MetLife Investment Management | 9,651 | $594.9K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 9,645 | $570.0K | 0.00% | −2,965−23.5% | Reduced |
| Citadel Advisors LLC | 9,229 | $569.0K | 0.00% | −40,402−81.4% | Reduced |
| Squarepoint Ops LLC | 9,075 | $559.0K | 0.00% | +9,075 | New |
| Advisor Group Holdings, Inc. | 8,675 | $535.0K | 0.00% | +233+2.8% | Added |
| AQR Capital Management LLC | 8,256 | $509.0K | 0.00% | +665+8.8% | Added |
| Hantz Financial Services, Inc. | 8,153 | $503.0K | 0.02% | −1,754−17.7% | Reduced |
| Hancock Whitney Corp | 7,197 | $444.0K | 0.01% | −156−2.1% | Reduced |
| Balyasny Asset Management LLC | 7,166 | $442.0K | 0.00% | −2,998−29.5% | Reduced |