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 |
|---|---|---|---|---|---|
| Cypress Capital Management LLC (WY) | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 22 | $0 | 0.00% | +22 | New |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | +4 | New |
| Aua Capital Management, LLC | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 33 | $2.00K | 0.00% | +33 | New |
| Signaturefd, LLC | 43 | $3.00K | 0.00% | +9+26.5% | Added |
| RWM Asset Management, LLC | 37 | $3.00K | 0.00% | +37 | New |
| American Portfolios Advisors | 45 | $3.21K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 72 | $5.00K | 0.00% | −2−2.7% | Reduced |
| Carroll Financial Associates, Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 74 | $5.00K | 0.00% | +1+1.4% | Added |
| TCI Wealth Advisors, Inc. | 75 | $5.00K | 0.00% | +75 | New |
| Simplex Trading, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 95 | $6.00K | 0.00% | +11+13.1% | Added |
| Private Capital Group, LLC | 96 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 124 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 154 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 175 | $12.5K | 0.00% | +175 | New |
| Bessemer Group Inc | 190 | $14.0K | 0.00% | +190 | New |
| Northwestern Mutual Wealth Management Co | 262 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 287 | $20.0K | 0.00% | −7,866−96.5% | Reduced |
| Financial Enhancement Group LLC | 315 | $22.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 318 | $23.0K | 0.00% | +43+15.6% | Added |
| Nisa Investment Advisors, LLC | 400 | $28.0K | 0.00% | −350−46.7% | Reduced |
| Creative Financial Designs Inc | 422 | $30.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 454 | $32.0K | 0.01% | +2+0.4% | Added |
| Fifth Third Bancorp | 454 | $32.0K | 0.00% | +266+141.5% | Added |
| Fieldpoint Private Securities, LLC | 719 | $51.0K | 0.01% | +2+0.3% | Added |
| Tower Research Capital LLC (TRC) | 777 | $55.0K | 0.00% | −13,181−94.4% | Reduced |
| Bollard Group LLC | 1,182 | $84.0K | 0.00% | +6+0.5% | Added |
| Proequities, Inc. | 1,230 | $88.0K | 0.01% | +218+21.5% | Added |
| State of Wyoming | 1,424 | $101.0K | 0.06% | +75+5.6% | Added |
| US Bancorp | 1,860 | $132.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,974 | $141.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,291 | $163.0K | 0.00% | +2,291 | New |
| Harbour Investments, Inc. | 2,529 | $180.0K | 0.01% | −132−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,726 | $194.0K | 0.00% | −1,407−34.0% | Reduced |
| Clean Yield Group | 2,795 | $199.0K | 0.07% | −200−6.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,856 | $203.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,968 | $211.0K | 0.00% | −391−11.6% | Reduced |
| Algert Global LLC | 3,071 | $219.0K | 0.03% | +3,071 | New |
| Indiana Trust & Investment Management CO | 3,069 | $219.0K | 0.11% | +3,069 | New |
| Wesbanco Bank Inc | 3,250 | $232.0K | 0.01% | −150−4.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,284 | $234.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,374 | $240.0K | 0.00% | +3,374 | New |
| Two Sigma Investments, LP | 3,450 | $246.0K | 0.00% | −31,770−90.2% | Reduced |
| Everence Capital Management Inc | 3,600 | $256.0K | 0.02% | +3,600 | New |
| Personal Cfo Solutions, LLC | 3,912 | $279.0K | 0.06% | +242+6.6% | Added |
| Teacher Retirement System of Texas | 4,061 | $289.0K | 0.00% | +676+20.0% | Added |
| ACG Wealth | 4,142 | $295.0K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,208 | $300.0K | 0.00% | +46+1.1% | Added |
| Commonwealth Equity Services, LLC | 4,328 | $308.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,500 | $321.0K | 0.01% | +400+9.8% | Added |
| Natixis | 4,997 | $356.0K | 0.00% | +4,997 | New |
| Two Sigma Advisers, LP | 5,400 | $385.0K | 0.00% | +1,650+44.0% | Added |
| Sym Financial Corp | 5,482 | $391.0K | 0.23% | 00.0% | Unchanged |
| Millennium Management LLC | 5,550 | $395.0K | 0.00% | +1,761+46.5% | Added |
| Voloridge Investment Management, LLC | 5,690 | $405.0K | 0.00% | +5,690 | New |
| SEI Investments Co | 6,544 | $442.0K | 0.00% | −3,101−32.2% | Reduced |
| Metropolitan Life Insurance Co | 6,366 | $453.5K | 0.01% | −741−10.4% | Reduced |
| Bedel Financial Consulting, Inc. | 6,450 | $459.0K | 0.16% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,510 | $464.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 6,739 | $480.0K | 0.00% | −1,517−18.4% | Reduced |
| Arizona State Retirement System | 6,889 | $491.0K | 0.00% | +15+0.2% | Added |
| Public Employees Retirement Association of Colorado | 6,921 | $493.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,200 | $513.0K | 0.00% | +7,200 | New |
| Hancock Whitney Corp | 7,218 | $514.0K | 0.02% | +21+0.3% | Added |
| New York State Teachers Retirement System | 7,440 | $530.0K | 0.00% | +7,440 | New |
| State of Tennessee, Treasury Department | 8,086 | $577.0K | 0.00% | +8,086 | New |
| MetLife Investment Management | 8,350 | $594.9K | 0.01% | −1,301−13.5% | Reduced |
| Ensign Peak Advisors, Inc | 8,400 | $598.0K | 0.00% | +8,400 | New |
| Los Angeles Capital Management LLC | 8,560 | $610.0K | 0.00% | +8,560 | New |
| Advisor Group Holdings, Inc. | 8,707 | $623.0K | 0.00% | +32+0.4% | Added |
| Royal Bank of Canada | 8,964 | $639.0K | 0.00% | +4,660+108.3% | Added |
| Synovus Financial Corp | 9,296 | $657.0K | 0.01% | −3,640−28.1% | Reduced |
| Summit Global Investments | 9,400 | $670.0K | 0.05% | −1,200−11.3% | Reduced |
| Handelsbanken Fonder AB | 9,830 | $700.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,875 | $703.0K | 0.00% | −266−2.6% | Reduced |
| Maryland State Retirement & Pension System | 9,955 | $706.0K | 0.02% | +9,955 | New |
| Oregon Public Employees Retirement Fund | 10,000 | $712.0K | 0.01% | +10,000 | New |
| Cetera Advisors LLC | 10,091 | $719.0K | 0.01% | +51+0.5% | Added |
| Bank of Montreal | 10,936 | $780.0K | 0.00% | +7,347+204.7% | Added |
| HRT Financial LP | 11,070 | $788.0K | 0.00% | +11,070 | New |
| ExodusPoint Capital Management, LP | 11,085 | $790.0K | 0.01% | −28,070−71.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,176 | $796.0K | 0.01% | +562+5.3% | Added |
| Mirabella Financial Services LLP | 11,460 | $816.0K | 0.11% | +11,460 | New |
| Winton Group Ltd | 11,836 | $843.0K | 0.05% | −3,649−23.6% | Reduced |
| Manufacturers Life Insurance Company, The | 12,048 | $858.0K | 0.00% | −1,024−7.8% | Reduced |
| Louisiana State Employees Retirement System | 12,200 | $869.0K | 0.02% | +12,200 | New |
| Amalgamated Bank | 12,207 | $870.0K | 0.01% | +8,702+248.3% | Added |
| Column Capital Advisors, LLC | 13,179 | $939.0K | 0.20% | −3,281−19.9% | Reduced |
| Citigroup Inc | 14,506 | $1.03M | 0.00% | −203−1.4% | Reduced |
| JPMorgan Chase & Co | 14,720 | $1.05M | 0.00% | −4,994−25.3% | Reduced |
| American International Group, Inc. | 15,388 | $1.10M | 0.01% | +1,713+12.5% | Added |
| CSM Advisors, LLC | 15,410 | $1.10M | 0.08% | −150−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 15,631 | $1.11M | 0.00% | −10,454−40.1% | Reduced |
| Rafferty Asset Management, LLC | 15,745 | $1.12M | 0.01% | −2,217−12.3% | Reduced |