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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 7,107 | $438.1K | 0.01% | +342+5.1% | Added |
| Public Employees Retirement Association of Colorado | 6,921 | $427.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,874 | $424.0K | 0.00% | −611−8.2% | Reduced |
| United Capital Financial Advisers, LLC | 6,510 | $401.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,450 | $398.0K | 0.14% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,783 | $356.0K | 0.15% | +5,783 | New |
| Legal & General Group Plc | 5,647 | $349.0K | 0.00% | −48−0.8% | Reduced |
| Susquehanna International Group, LLP | 5,593 | $345.0K | 0.00% | −13,908−71.3% | Reduced |
| Sym Financial Corp | 5,482 | $338.0K | 0.19% | −2,997−35.3% | Reduced |
| Wellington Management Group LLP | 4,918 | $303.0K | 0.00% | +4,918 | New |
| Alps Advisors Inc | 4,730 | $292.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 4,514 | $278.0K | 0.00% | +1,197+36.1% | Added |
| Regions Financial Corp | 4,340 | $267.0K | 0.00% | +4,340 | New |
| 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 |
| Cresset Asset Management, LLC | 4,162 | $257.0K | 0.00% | −27−0.6% | 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 |
| Jane Street Group, LLC | 4,120 | $254.0K | 0.00% | −4,815−53.9% | Reduced |
| Pathstone Family Office, LLC | 4,100 | $253.0K | 0.01% | +4,100 | New |
| Millennium Management LLC | 3,789 | $234.0K | 0.00% | −27,804−88.0% | 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 |
| Bank of Montreal | 3,589 | $227.0K | 0.00% | −3,091−46.3% | Reduced |
| Personal Cfo Solutions, LLC | 3,670 | $226.0K | 0.05% | +41+1.1% | Added |
| Amalgamated Bank | 3,505 | $216.0K | 0.00% | +3,505 | New |
| Wesbanco Bank Inc | 3,400 | $210.0K | 0.01% | −150−4.2% | Reduced |
| Teacher Retirement System of Texas | 3,385 | $209.0K | 0.00% | +3,385 | New |
| Cetera Investment Advisers | 3,359 | $207.0K | 0.00% | +3,359 | New |
| Robeco Institutional Asset Management B.V. | 3,284 | $202.0K | 0.00% | +3,284 | New |
| BNP Paribas Arbitrage, SA | 3,020 | $186.2K | 0.00% | −7,313−70.8% | Reduced |
| Clean Yield Group | 2,995 | $185.0K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,856 | $176.0K | 0.00% | −577−16.8% | Reduced |
| Harbour Investments, Inc. | 2,661 | $164.0K | 0.01% | −136−4.9% | Reduced |
| Quantbot Technologies LP | 2,200 | $135.0K | 0.01% | +2,200 | New |
| Ameritas Investment Partners, Inc. | 1,974 | $122.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,860 | $115.0K | 0.00% | −807−30.3% | Reduced |
| Great West Life Assurance Co | 1,358 | $84.0K | 0.00% | −365−21.2% | Reduced |
| State of Wyoming | 1,349 | $83.0K | 0.05% | +1,349 | New |
| Bollard Group LLC | 1,176 | $72.0K | 0.00% | +6+0.5% | Added |
| Proequities, Inc. | 1,012 | $62.0K | 0.00% | +25+2.5% | Added |
| Fieldpoint Private Securities, LLC | 717 | $52.0K | 0.01% | −53−6.9% | Reduced |
| Nisa Investment Advisors, LLC | 750 | $46.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 485 | $29.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 452 | $28.0K | 0.01% | +3+0.7% | Added |
| Creative Financial Designs Inc | 422 | $26.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 315 | $19.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 275 | $17.0K | 0.00% | −3−1.1% | Reduced |
| Advisory Services Network, LLC | 271 | $17.0K | 0.00% | +271 | New |
| Northwestern Mutual Wealth Management Co | 262 | $16.0K | 0.00% | +262 | New |
| Fifth Third Bancorp | 188 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 154 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 124 | $8.00K | 0.00% | −164−56.9% | Reduced |
| Harbor Investment Advisory, LLC | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $7.00K | 0.00% | +108 | 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 45 | $2.77K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 34 | $2.00K | 0.00% | +7+25.9% | Added |
| 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 |
| 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 |