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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 19,052 | $1.17M | 0.00% | +2,797+17.2% | Added |
| Russell Investments Group, Ltd. | 19,146 | $1.18M | 0.00% | −23,126−54.7% | Reduced |
| JPMorgan Chase & Co | 19,714 | $1.22M | 0.00% | −41,069−67.6% | Reduced |
| Credit Suisse AG | 20,056 | $1.24M | 0.00% | −1,611−7.4% | Reduced |
| Morgan Stanley | 20,366 | $1.25M | 0.00% | −22,640−52.6% | Reduced |
| Stifel Financial Corp | 21,523 | $1.33M | 0.00% | +408+1.9% | Added |
| UBS Group AG | 21,889 | $1.35M | 0.00% | +2,531+13.1% | Added |
| State Board of Administration of Florida Retirement System | 26,085 | $1.61M | 0.00% | −4,422−14.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 24,017 | $1.62M | 1.11% | +770+3.3% | Added |
| Alliancebernstein L.P. | 27,417 | $1.69M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 28,010 | $1.73M | 0.00% | −68−0.2% | Reduced |
| CWM, LLC | 31,756 | $1.96M | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 32,411 | $2.00M | 0.00% | −28,968−47.2% | Reduced |
| California State Teachers Retirement System | 33,671 | $2.08M | 0.00% | −2,940−8.0% | Reduced |
| Parametric Portfolio Associates LLC | 34,039 | $2.10M | 0.00% | +782+2.4% | Added |
| Aptus Capital Advisors, LLC | 34,252 | $2.11M | 0.10% | +11,433+50.1% | Added |
| Bridge City Capital, LLC | 34,607 | $2.13M | 0.73% | −1,171−3.3% | Reduced |
| Two Sigma Investments, LP | 35,220 | $2.17M | 0.01% | +35,220 | New |
| Barclays PLC | 35,916 | $2.21M | 0.00% | −15,426−30.0% | Reduced |
| Principal Financial Group Inc | 36,486 | $2.25M | 0.00% | +8,478+30.3% | Added |
| ExodusPoint Capital Management, LP | 39,155 | $2.41M | 0.04% | +9,131+30.4% | Added |
| Wedge Capital Management L L P | 39,632 | $2.44M | 0.03% | −7,735−16.3% | Reduced |
| American Century Companies Inc | 40,850 | $2.52M | 0.00% | +10,350+33.9% | Added |
| Rhumbline Advisers | 43,534 | $2.68M | 0.00% | −3,997−8.4% | Reduced |
| Wells Fargo & Company | 46,677 | $2.88M | 0.00% | −19,265−29.2% | Reduced |
| New York State Common Retirement Fund | 47,917 | $2.95M | 0.00% | +209+0.4% | Added |
| Monarch Partners Asset Management LLC | 51,799 | $3.19M | 0.46% | −45,131−46.6% | Reduced |
| Kennedy Capital Management, Inc. | 52,562 | $3.24M | 0.07% | −2,220−4.1% | Reduced |
| 1st Source Bank | 53,694 | $3.31M | 0.21% | 00.0% | Unchanged |
| Walthausen & Co., LLC | 55,606 | $3.43M | 0.76% | −10,650−16.1% | Reduced |
| Swiss National Bank | 55,750 | $3.44M | 0.00% | −3,000−5.1% | Reduced |
| Envestnet Asset Management Inc | 57,872 | $3.57M | 0.00% | +2,898+5.3% | Added |
| BKD Wealth Advisors, LLC | 62,640 | $3.86M | 0.18% | +167+0.3% | Added |
| Renaissance Technologies LLC | 63,651 | $3.92M | 0.00% | −5,949−8.5% | Reduced |
| FMR LLC | 68,200 | $4.20M | 0.00% | −12,400−15.4% | Reduced |
| FourThought Financial, LLC | 72,167 | $4.45M | 0.60% | +887+1.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 91,600 | $5.65M | 4.54% | 00.0% | Unchanged |
| First Trust Advisors LP | 104,485 | $6.44M | 0.01% | +28,266+37.1% | Added |
| Ziegler Capital Management, LLC | 49,140 | $7.89M | 0.26% | −85,546−63.5% | Reduced |
| Nuveen Asset Management, LLC | 128,155 | $7.90M | 0.00% | −13,686−9.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 142,552 | $8.79M | 0.06% | +42,120+41.9% | Added |
| Timucuan Asset Management Inc | 159,196 | $9.81M | 0.39% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 172,714 | $10.6M | 0.00% | +463+0.3% | Added |
| ProShare Advisors LLC | 177,104 | $10.9M | 0.03% | +170,612+2,628.0% | Added |
| Macquarie Group Ltd | 177,722 | $11.0M | 0.01% | +3,150+1.8% | Added |
| Bank of New York Mellon Corp | 184,985 | $11.4M | 0.00% | −8,887−4.6% | Reduced |
| Monarch Capital Management Inc | 196,645 | $12.1M | 3.46% | +710+0.4% | Added |
| Schroder Investment Management Group | 251,123 | $15.5M | 0.02% | −4,451−1.7% | Reduced |
| Boston Trust Walden Corp | 355,739 | $21.9M | 0.19% | −11,820−3.2% | Reduced |
| Loomis Sayles & Co L P | 428,162 | $26.4M | 0.03% | +428,162 | New |
| Northern Trust Corp | 451,880 | $27.9M | 0.00% | −823−0.2% | Reduced |
| Geode Capital Management, LLC | 459,474 | $28.3M | 0.00% | +7,866+1.7% | Added |
| Neumeier Poma Investment Counsel LLC | 471,007 | $29.0M | 1.70% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 480,584 | $29.6M | 0.89% | +8,907+1.9% | Added |
| Franklin Resources Inc | 603,779 | $37.2M | 0.01% | −189,526−23.9% | Reduced |
| Segall Bryant & Hamill, LLC | 692,050 | $42.7M | 0.41% | +55,601+8.7% | Added |
| Massachusetts Financial Services Co | 710,601 | $43.8M | 0.01% | +3,456+0.5% | Added |
| State Street Corp | 764,284 | $47.1M | 0.00% | +92,038+13.7% | Added |
| Dimensional Fund Advisors LP | 820,652 | $50.6M | 0.02% | −35,917−4.2% | Reduced |
| Ameriprise Financial Inc | 834,582 | $51.4M | 0.02% | −5,598−0.7% | Reduced |
| Goldman Sachs Group Inc | 925,444 | $57.0M | 0.02% | −67,395−6.8% | Reduced |
| Silvercrest Asset Management Group LLC | 1,051,044 | $64.8M | 0.42% | −29,622−2.7% | Reduced |
| Vanguard Group Inc | 1,229,421 | $75.8M | 0.00% | −7,176−0.6% | Reduced |
| Victory Capital Management Inc | 1,320,672 | $81.4M | 0.08% | +41,380+3.2% | Added |
| Neuberger Berman Group LLC | 1,545,340 | $95.3M | 0.08% | −51,734−3.2% | Reduced |
| BlackRock Inc. | 1,778,502 | $109.6M | 0.00% | −161,897−8.3% | Reduced |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −37,975−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,349−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −29,155−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −26,991−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,628−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −12,713−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,598−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −4,687−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,297−100.0% | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,609−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |