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, Q3 2021
Institutional positions in Lakeland Financial Corp as of Sep 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
- 179
- +14 vs. Q2 2021
- Shares held
- 20.8M
- +2.05M (+10.9%) vs. Q2 2021
- Total value
- $1.48B
- +$320.2M (+27.6%) vs. Q2 2021
- New holders
- 33
- 67 more added
- Sold out
- 19
- 52 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,679,624 | $262.1M | 0.01% | +1,901,122+106.9% | Added |
| Vanguard Group Inc | 1,594,334 | $113.6M | 0.00% | +364,913+29.7% | Added |
| Neuberger Berman Group LLC | 1,521,057 | $108.4M | 0.09% | −24,283−1.6% | Reduced |
| Victory Capital Management Inc | 1,313,743 | $93.6M | 0.09% | −6,929−0.5% | Reduced |
| State Street Corp | 1,084,524 | $77.3M | 0.00% | +320,240+41.9% | Added |
| Goldman Sachs Group Inc | 982,738 | $70.0M | 0.02% | +57,294+6.2% | Added |
| Ameriprise Financial Inc | 910,134 | $64.8M | 0.02% | +75,552+9.1% | Added |
| Dimensional Fund Advisors LP | 808,828 | $57.6M | 0.02% | −11,824−1.4% | Reduced |
| Silvercrest Asset Management Group LLC | 698,153 | $49.7M | 0.34% | −352,891−33.6% | Reduced |
| Segall Bryant & Hamill, LLC | 559,115 | $39.8M | 0.38% | −132,935−19.2% | Reduced |
| Loomis Sayles & Co L P | 537,449 | $38.3M | 0.05% | +109,287+25.5% | Added |
| Massachusetts Financial Services Co | 533,889 | $38.0M | 0.01% | −176,712−24.9% | Reduced |
| Copeland Capital Management, LLC | 491,877 | $35.0M | 1.00% | +11,293+2.3% | Added |
| Geode Capital Management, LLC | 468,806 | $33.4M | 0.00% | +9,332+2.0% | Added |
| Neumeier Poma Investment Counsel LLC | 463,072 | $33.0M | 1.96% | −7,935−1.7% | Reduced |
| Northern Trust Corp | 457,663 | $32.6M | 0.01% | +5,783+1.3% | Added |
| Boston Trust Walden Corp | 362,434 | $25.8M | 0.23% | +6,695+1.9% | Added |
| Bank of New York Mellon Corp | 321,703 | $22.9M | 0.00% | +136,718+73.9% | Added |
| Principal Financial Group Inc | 211,244 | $15.0M | 0.01% | +174,758+479.0% | Added |
| Monarch Capital Management Inc | 195,520 | $13.9M | 3.87% | −1,125−0.6% | Reduced |
| Macquarie Group Ltd | 178,288 | $12.7M | 0.01% | +566+0.3% | Added |
| Charles Schwab Investment Management Inc | 173,194 | $12.3M | 0.00% | +480+0.3% | Added |
| Timucuan Asset Management Inc | 159,846 | $11.4M | 0.44% | +650+0.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 152,783 | $10.9M | 0.07% | +10,231+7.2% | Added |
| ProShare Advisors LLC | 144,281 | $10.3M | 0.03% | −32,823−18.5% | Reduced |
| Ziegler Capital Management, LLC | 131,679 | $9.38M | 0.34% | +82,539+168.0% | Added |
| Morgan Stanley | 93,286 | $6.65M | 0.00% | +72,920+358.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 91,600 | $6.53M | 4.93% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 99,736 | $6.44M | 0.00% | −28,419−22.2% | Reduced |
| Rhumbline Advisers | 79,465 | $5.66M | 0.01% | +35,931+82.5% | Added |
| UBS Group AG | 73,997 | $5.27M | 0.00% | +52,108+238.1% | Added |
| FourThought Financial, LLC | 71,280 | $5.08M | 0.68% | −887−1.2% | Reduced |
| Bank of America Corp | 68,636 | $4.89M | 0.00% | +36,225+111.8% | Added |
| First Trust Advisors LP | 68,385 | $4.87M | 0.01% | −36,100−34.6% | Reduced |
| FMR LLC | 63,200 | $4.50M | 0.00% | −5,000−7.3% | Reduced |
| HSBC Holdings PLC | 63,404 | $4.50M | 0.01% | +63,404 | New |
| BKD Wealth Advisors, LLC | 62,795 | $4.47M | 0.21% | +155+0.2% | Added |
| Envestnet Asset Management Inc | 60,219 | $4.29M | 0.00% | +2,347+4.1% | Added |
| Legal & General Group Plc | 59,776 | $4.26M | 0.00% | +54,129+958.5% | Added |
| Swiss National Bank | 55,750 | $3.97M | 0.00% | 00.0% | Unchanged |
| 1st Source Bank | 53,694 | $3.83M | 0.24% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 51,130 | $3.64M | 0.02% | +51,130 | New |
| Invesco Ltd. | 49,161 | $3.50M | 0.00% | +21,151+75.5% | Added |
| American Century Companies Inc | 47,249 | $3.37M | 0.00% | +6,399+15.7% | Added |
| Parametric Portfolio Associates LLC | 46,297 | $3.30M | 0.00% | +12,258+36.0% | Added |
| New York State Common Retirement Fund | 44,566 | $3.17M | 0.00% | −3,351−7.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 43,800 | $3.12M | 0.02% | +43,800 | New |
| Comerica Bank | 36,118 | $2.82M | 0.02% | +21,605+148.9% | Added |
| Barclays PLC | 37,743 | $2.69M | 0.00% | +1,827+5.1% | Added |
| Wedge Capital Management L L P | 36,282 | $2.58M | 0.03% | −3,350−8.5% | Reduced |
| California State Teachers Retirement System | 33,961 | $2.42M | 0.00% | +290+0.9% | Added |
| Citadel Advisors LLC | 33,131 | $2.36M | 0.00% | +23,902+259.0% | Added |
| Wells Fargo & Company | 33,126 | $2.36M | 0.00% | −13,551−29.0% | Reduced |
| LPL Financial LLC | 33,071 | $2.36M | 0.00% | +33,071 | New |
| Alliancebernstein L.P. | 31,677 | $2.26M | 0.00% | +4,260+15.5% | Added |
| Walthausen & Co., LLC | 31,176 | $2.22M | 0.56% | −24,430−43.9% | Reduced |
| Kennedy Capital Management, Inc. | 30,606 | $2.18M | 0.05% | −21,956−41.8% | Reduced |
| Aptus Capital Advisors, LLC | 28,258 | $2.01M | 0.08% | −5,994−17.5% | Reduced |
| Tudor Investment Corp Et Al | 28,022 | $2.00M | 0.04% | +10,199+57.2% | Added |
| Bridge City Capital, LLC | 27,131 | $1.93M | 0.88% | −7,476−21.6% | Reduced |
| BNP Paribas Arbitrage, SA | 27,082 | $1.93M | 0.00% | +24,062+796.8% | Added |
| Prudential Financial Inc | 28,869 | $1.86M | 0.00% | +25,124+670.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 24,137 | $1.72M | 1.14% | +120+0.5% | Added |
| Stifel Financial Corp | 23,597 | $1.68M | 0.00% | +2,074+9.6% | Added |
| Credit Suisse AG | 22,342 | $1.59M | 0.00% | +2,286+11.4% | Added |
| Great West Life Assurance Co | 22,001 | $1.58M | 0.00% | +20,643+1,520.1% | Added |
| Thrivent Financial for Lutherans | 20,450 | $1.46M | 0.00% | +20,450 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,183 | $1.37M | 0.02% | +19,183 | New |
| UBS Asset Management Americas Inc | 19,052 | $1.36M | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 18,715 | $1.33M | 0.02% | +18,715 | New |
| State of Alaska, Department of Revenue | 18,455 | $1.31M | 0.01% | +18,455 | New |
| Uncommon Cents Investing LLC | 18,365 | $1.31M | 0.53% | +10.0% | Added |
| Cox Capital Mgt LLC | 17,859 | $1.27M | 0.86% | +226+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,673 | $1.26M | 0.00% | −649−3.5% | Reduced |
| Keybank National Association | 16,900 | $1.20M | 0.01% | −375−2.2% | Reduced |
| Price T Rowe Associates Inc | 16,862 | $1.20M | 0.00% | −1,500−8.2% | Reduced |
| Russell Investments Group, Ltd. | 16,102 | $1.15M | 0.00% | −3,044−15.9% | Reduced |
| Renaissance Technologies LLC | 15,900 | $1.13M | 0.00% | −47,751−75.0% | Reduced |
| Deutsche Bank AG | 15,768 | $1.12M | 0.00% | −633−3.9% | Reduced |
| Rafferty Asset Management, LLC | 15,745 | $1.12M | 0.01% | −2,217−12.3% | Reduced |
| State Board of Administration of Florida Retirement System | 15,631 | $1.11M | 0.00% | −10,454−40.1% | Reduced |
| CSM Advisors, LLC | 15,410 | $1.10M | 0.08% | −150−1.0% | Reduced |
| American International Group, Inc. | 15,388 | $1.10M | 0.01% | +1,713+12.5% | Added |
| JPMorgan Chase & Co | 14,720 | $1.05M | 0.00% | −4,994−25.3% | Reduced |
| Citigroup Inc | 14,506 | $1.03M | 0.00% | −203−1.4% | Reduced |
| Column Capital Advisors, LLC | 13,179 | $939.0K | 0.20% | −3,281−19.9% | Reduced |
| Amalgamated Bank | 12,207 | $870.0K | 0.01% | +8,702+248.3% | Added |
| Louisiana State Employees Retirement System | 12,200 | $869.0K | 0.02% | +12,200 | New |
| Manufacturers Life Insurance Company, The | 12,048 | $858.0K | 0.00% | −1,024−7.8% | Reduced |
| Winton Group Ltd | 11,836 | $843.0K | 0.05% | −3,649−23.6% | Reduced |
| Mirabella Financial Services LLP | 11,460 | $816.0K | 0.11% | +11,460 | New |
| Susquehanna Fundamental Investments, LLC | 11,176 | $796.0K | 0.01% | +562+5.3% | Added |
| ExodusPoint Capital Management, LP | 11,085 | $790.0K | 0.01% | −28,070−71.7% | Reduced |
| HRT Financial LP | 11,070 | $788.0K | 0.00% | +11,070 | New |
| Bank of Montreal | 10,936 | $780.0K | 0.00% | +7,347+204.7% | Added |
| Cetera Advisors LLC | 10,091 | $719.0K | 0.01% | +51+0.5% | Added |
| Oregon Public Employees Retirement Fund | 10,000 | $712.0K | 0.01% | +10,000 | New |
| Maryland State Retirement & Pension System | 9,955 | $706.0K | 0.02% | +9,955 | New |
| Voya Investment Management LLC | 9,875 | $703.0K | 0.00% | −266−2.6% | Reduced |
| Handelsbanken Fonder AB | 9,830 | $700.0K | 0.00% | 00.0% | Unchanged |