Lakeland Financial Corp

LKFN

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0000721994

SEC filings (opens in a new tab)

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.

Q3 2021 vs. Q2 2021

How the institutions holding Lakeland Financial Corp changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of LKFN: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Of which not filed for Q3 2021	Q3 2021	Change
Holders	166	1	179	+14
Shares	18.8M	31.8K	20.8M	+2.05M (+10.9%)
Value	$1.16B	$1.96M	$1.48B	+$320.2M (+27.6%)

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Lakeland Financial Corp at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to LKFN in Q3 2021
Institution	Shares	Value	% of portfolio
HSBC Holdings PLC	63,404	$4.50M	0.01%
Public Sector Pension Investment Board	51,130	$3.64M	0.02%
Skandinaviska Enskilda Banken AB (publ)	43,800	$3.12M	0.02%
LPL Financial LLC	33,071	$2.36M	0.00%
Thrivent Financial for Lutherans	20,450	$1.46M	0.00%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	19,183	$1.37M	0.02%
Texas Permanent School Fund	18,715	$1.33M	0.02%
State of Alaska, Department of Revenue	18,455	$1.31M	0.01%
Louisiana State Employees Retirement System	12,200	$869.0K	0.02%
Mirabella Financial Services LLP	11,460	$816.0K	0.11%
HRT Financial LP	11,070	$788.0K	0.00%
Oregon Public Employees Retirement Fund	10,000	$712.0K	0.01%
Maryland State Retirement & Pension System	9,955	$706.0K	0.02%
Los Angeles Capital Management LLC	8,560	$610.0K	0.00%
Ensign Peak Advisors, Inc	8,400	$598.0K	0.00%
State of Tennessee, Treasury Department	8,086	$577.0K	0.00%
New York State Teachers Retirement System	7,440	$530.0K	0.00%
Teachers Retirement System of the State of Kentucky	7,200	$513.0K	0.00%
Voloridge Investment Management, LLC	5,690	$405.0K	0.00%
Natixis	4,997	$356.0K	0.00%
Everence Capital Management Inc	3,600	$256.0K	0.02%
Mutual of America Capital Management LLC	3,374	$240.0K	0.00%
Algert Global LLC	3,071	$219.0K	0.03%
Indiana Trust & Investment Management CO	3,069	$219.0K	0.11%
SG Americas Securities, LLC	2,291	$163.0K	0.00%
Bessemer Group Inc	190	$14.0K	0.00%
Sutton Wealth Advisors Inc.	175	$12.5K	0.00%
TCI Wealth Advisors, Inc.	75	$5.00K	0.00%
RWM Asset Management, LLC	37	$3.00K	0.00%
Parkside Financial Bank & Trust	33	$2.00K	0.00%
Parallel Advisors, LLC	11	$1.00K	0.00%
Eaton Vance Management	22	$0	0.00%
Versant Capital Management, Inc	4	$0	0.00%

Sold out (19)

Institutions that held Lakeland Financial Corp at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of LKFN in Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Franklin Resources Inc	603,779	$37.2M
Schroder Investment Management Group	251,123	$15.5M
Monarch Partners Asset Management LLC	51,799	$3.19M
Acadian Asset Management LLC	11,018	$679.0K
California Public Employees Retirement System	10,885	$671.0K
Qube Research & Technologies Ltd	10,071	$621.0K
Squarepoint Ops LLC	9,075	$559.0K
Balyasny Asset Management LLC	7,166	$442.0K
Campbell & CO Investment Adviser LLC	5,783	$356.0K
Susquehanna International Group, LLP	5,593	$345.0K
Wellington Management Group LLP	4,918	$303.0K
Alps Advisors Inc	4,730	$292.0K
Man Group plc	4,514	$278.0K
Regions Financial Corp	4,340	$267.0K
Jane Street Group, LLC	4,120	$254.0K
Quantbot Technologies LP	2,200	$135.0K
Lazard Asset Management LLC	485	$29.0K
Advisory Services Network, LLC	271	$17.0K
Savior LLC	60	$4.00K

Not filed for Q3 2021 yet (1)

Institutions that held Lakeland Financial Corp at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LKFN in Q2 2021 that haven't filed for Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
CWM, LLC	31,756	$1.96M