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 |
|---|---|---|---|---|---|
| Cypress Capital Management LLC (WY) | 3 | $0 | 0.00% | −25,942−100.0% | Reduced |
| Aua Capital Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 34 | $2.00K | 0.00% | +7+25.9% | Added |
| American Portfolios Advisors | 45 | $2.77K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 80 | $4.00K | 0.00% | +80 | New |
| Rockefeller Capital Management L.P. | 84 | $5.00K | 0.00% | +7+9.1% | Added |
| O'Shaughnessy Asset Management, LLC | 74 | $5.00K | 0.00% | +74 | New |
| Simplex Trading, LLC | 111 | $6.00K | 0.00% | −100−47.4% | Reduced |
| Private Capital Group, LLC | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $7.00K | 0.00% | +108 | New |
| Arlington Partners LLC | 124 | $8.00K | 0.00% | −164−56.9% | Reduced |
| Harbor Investment Advisory, LLC | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 154 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 188 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 262 | $16.0K | 0.00% | +262 | New |
| Captrust Financial Advisors | 275 | $17.0K | 0.00% | −3−1.1% | Reduced |
| Advisory Services Network, LLC | 271 | $17.0K | 0.00% | +271 | New |
| Financial Enhancement Group LLC | 315 | $19.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 422 | $26.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 452 | $28.0K | 0.01% | +3+0.7% | Added |
| Lazard Asset Management LLC | 485 | $29.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 750 | $46.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 717 | $52.0K | 0.01% | −53−6.9% | Reduced |
| Proequities, Inc. | 1,012 | $62.0K | 0.00% | +25+2.5% | Added |
| Bollard Group LLC | 1,176 | $72.0K | 0.00% | +6+0.5% | Added |
| State of Wyoming | 1,349 | $83.0K | 0.05% | +1,349 | New |
| Great West Life Assurance Co | 1,358 | $84.0K | 0.00% | −365−21.2% | Reduced |
| US Bancorp | 1,860 | $115.0K | 0.00% | −807−30.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,974 | $122.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,200 | $135.0K | 0.01% | +2,200 | New |
| Harbour Investments, Inc. | 2,661 | $164.0K | 0.01% | −136−4.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,856 | $176.0K | 0.00% | −577−16.8% | Reduced |
| Clean Yield Group | 2,995 | $185.0K | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,020 | $186.2K | 0.00% | −7,313−70.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,284 | $202.0K | 0.00% | +3,284 | New |
| Cetera Investment Advisers | 3,359 | $207.0K | 0.00% | +3,359 | New |
| Teacher Retirement System of Texas | 3,385 | $209.0K | 0.00% | +3,385 | New |
| Wesbanco Bank Inc | 3,400 | $210.0K | 0.01% | −150−4.2% | Reduced |
| Amalgamated Bank | 3,505 | $216.0K | 0.00% | +3,505 | New |
| Personal Cfo Solutions, LLC | 3,670 | $226.0K | 0.05% | +41+1.1% | Added |
| Bank of Montreal | 3,589 | $227.0K | 0.00% | −3,091−46.3% | Reduced |
| Prudential Financial Inc | 3,745 | $231.0K | 0.00% | +326+9.5% | Added |
| Two Sigma Advisers, LP | 3,750 | $231.0K | 0.00% | +3,750 | New |
| Millennium Management LLC | 3,789 | $234.0K | 0.00% | −27,804−88.0% | Reduced |
| Pathstone Family Office, LLC | 4,100 | $253.0K | 0.01% | +4,100 | New |
| Jane Street Group, LLC | 4,120 | $254.0K | 0.00% | −4,815−53.9% | Reduced |
| ACG Wealth | 4,142 | $255.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,133 | $255.0K | 0.00% | +9+0.2% | Added |
| Cresset Asset Management, LLC | 4,162 | $257.0K | 0.00% | −27−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 4,328 | $266.0K | 0.00% | +46+1.1% | Added |
| Royal Bank of Canada | 4,304 | $266.0K | 0.00% | +321+8.1% | Added |
| Regions Financial Corp | 4,340 | $267.0K | 0.00% | +4,340 | New |
| Man Group plc | 4,514 | $278.0K | 0.00% | +1,197+36.1% | Added |
| Alps Advisors Inc | 4,730 | $292.0K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 4,918 | $303.0K | 0.00% | +4,918 | New |
| Sym Financial Corp | 5,482 | $338.0K | 0.19% | −2,997−35.3% | Reduced |
| Susquehanna International Group, LLP | 5,593 | $345.0K | 0.00% | −13,908−71.3% | Reduced |
| Legal & General Group Plc | 5,647 | $349.0K | 0.00% | −48−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,783 | $356.0K | 0.15% | +5,783 | New |
| Bedel Financial Consulting, Inc. | 6,450 | $398.0K | 0.14% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,510 | $401.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,874 | $424.0K | 0.00% | −611−8.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,921 | $427.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,107 | $438.1K | 0.01% | +342+5.1% | Added |
| Balyasny Asset Management LLC | 7,166 | $442.0K | 0.00% | −2,998−29.5% | Reduced |
| Hancock Whitney Corp | 7,197 | $444.0K | 0.01% | −156−2.1% | Reduced |
| Hantz Financial Services, Inc. | 8,153 | $503.0K | 0.02% | −1,754−17.7% | Reduced |
| AQR Capital Management LLC | 8,256 | $509.0K | 0.00% | +665+8.8% | Added |
| Advisor Group Holdings, Inc. | 8,675 | $535.0K | 0.00% | +233+2.8% | Added |
| Squarepoint Ops LLC | 9,075 | $559.0K | 0.00% | +9,075 | New |
| Citadel Advisors LLC | 9,229 | $569.0K | 0.00% | −40,402−81.4% | Reduced |
| SEI Investments Co | 9,645 | $570.0K | 0.00% | −2,965−23.5% | Reduced |
| MetLife Investment Management | 9,651 | $594.9K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,830 | $606.0K | 0.00% | −700−6.6% | Reduced |
| Cetera Advisors LLC | 10,040 | $619.0K | 0.01% | +52+0.5% | Added |
| Qube Research & Technologies Ltd | 10,071 | $621.0K | 0.01% | +3,277+48.2% | Added |
| Voya Investment Management LLC | 10,141 | $625.0K | 0.00% | −528−4.9% | Reduced |
| Summit Global Investments | 10,600 | $653.0K | 0.04% | −56−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,614 | $654.0K | 0.01% | −5,200−32.9% | Reduced |
| California Public Employees Retirement System | 10,885 | $671.0K | 0.00% | −33,666−75.6% | Reduced |
| Acadian Asset Management LLC | 11,018 | $679.0K | 0.00% | −2,761−20.0% | Reduced |
| Synovus Financial Corp | 12,936 | $804.0K | 0.01% | +604+4.9% | Added |
| Manufacturers Life Insurance Company, The | 13,072 | $806.0K | 0.00% | +482+3.8% | Added |
| American International Group, Inc. | 13,675 | $843.0K | 0.00% | −471−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 13,958 | $861.0K | 0.02% | +11,707+520.1% | Added |
| Citigroup Inc | 14,709 | $907.0K | 0.00% | +620+4.4% | Added |
| Winton Group Ltd | 15,485 | $954.0K | 0.05% | +1,043+7.2% | Added |
| CSM Advisors, LLC | 15,560 | $959.0K | 0.06% | −2,350−13.1% | Reduced |
| Comerica Bank | 14,513 | $964.0K | 0.01% | −5,104−26.0% | Reduced |
| Deutsche Bank AG | 16,401 | $1.01M | 0.00% | −621−3.6% | Reduced |
| Column Capital Advisors, LLC | 16,460 | $1.01M | 0.21% | +86+0.5% | Added |
| Keybank National Association | 17,275 | $1.06M | 0.00% | −1,650−8.7% | Reduced |
| Cox Capital Mgt LLC | 17,633 | $1.09M | 0.73% | +812+4.8% | Added |
| Tudor Investment Corp Et Al | 17,823 | $1.10M | 0.02% | −2,758−13.4% | Reduced |
| Rafferty Asset Management, LLC | 17,962 | $1.11M | 0.01% | +4,091+29.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,322 | $1.13M | 0.00% | +125+0.7% | 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 |