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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 15,768 | $1.12M | 0.00% | −633−3.9% | Reduced |
| Renaissance Technologies LLC | 15,900 | $1.13M | 0.00% | −47,751−75.0% | Reduced |
| Russell Investments Group, Ltd. | 16,102 | $1.15M | 0.00% | −3,044−15.9% | Reduced |
| Price T Rowe Associates Inc | 16,862 | $1.20M | 0.00% | −1,500−8.2% | Reduced |
| Keybank National Association | 16,900 | $1.20M | 0.01% | −375−2.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,673 | $1.26M | 0.00% | −649−3.5% | Reduced |
| Cox Capital Mgt LLC | 17,859 | $1.27M | 0.86% | +226+1.3% | Added |
| Uncommon Cents Investing LLC | 18,365 | $1.31M | 0.53% | +10.0% | Added |
| State of Alaska, Department of Revenue | 18,455 | $1.31M | 0.01% | +18,455 | New |
| Texas Permanent School Fund | 18,715 | $1.33M | 0.02% | +18,715 | New |
| UBS Asset Management Americas Inc | 19,052 | $1.36M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,183 | $1.37M | 0.02% | +19,183 | New |
| Thrivent Financial for Lutherans | 20,450 | $1.46M | 0.00% | +20,450 | New |
| Great West Life Assurance Co | 22,001 | $1.58M | 0.00% | +20,643+1,520.1% | Added |
| Credit Suisse AG | 22,342 | $1.59M | 0.00% | +2,286+11.4% | Added |
| Stifel Financial Corp | 23,597 | $1.68M | 0.00% | +2,074+9.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 24,137 | $1.72M | 1.14% | +120+0.5% | Added |
| Prudential Financial Inc | 28,869 | $1.86M | 0.00% | +25,124+670.9% | Added |
| BNP Paribas Arbitrage, SA | 27,082 | $1.93M | 0.00% | +24,062+796.8% | Added |
| Bridge City Capital, LLC | 27,131 | $1.93M | 0.88% | −7,476−21.6% | Reduced |
| Tudor Investment Corp Et Al | 28,022 | $2.00M | 0.04% | +10,199+57.2% | Added |
| Aptus Capital Advisors, LLC | 28,258 | $2.01M | 0.08% | −5,994−17.5% | Reduced |
| Kennedy Capital Management, Inc. | 30,606 | $2.18M | 0.05% | −21,956−41.8% | Reduced |
| Walthausen & Co., LLC | 31,176 | $2.22M | 0.56% | −24,430−43.9% | Reduced |
| Alliancebernstein L.P. | 31,677 | $2.26M | 0.00% | +4,260+15.5% | Added |
| LPL Financial LLC | 33,071 | $2.36M | 0.00% | +33,071 | New |
| Wells Fargo & Company | 33,126 | $2.36M | 0.00% | −13,551−29.0% | Reduced |
| Citadel Advisors LLC | 33,131 | $2.36M | 0.00% | +23,902+259.0% | Added |
| California State Teachers Retirement System | 33,961 | $2.42M | 0.00% | +290+0.9% | Added |
| Wedge Capital Management L L P | 36,282 | $2.58M | 0.03% | −3,350−8.5% | Reduced |
| Barclays PLC | 37,743 | $2.69M | 0.00% | +1,827+5.1% | Added |
| Comerica Bank | 36,118 | $2.82M | 0.02% | +21,605+148.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 43,800 | $3.12M | 0.02% | +43,800 | New |
| New York State Common Retirement Fund | 44,566 | $3.17M | 0.00% | −3,351−7.0% | Reduced |
| Parametric Portfolio Associates LLC | 46,297 | $3.30M | 0.00% | +12,258+36.0% | Added |
| American Century Companies Inc | 47,249 | $3.37M | 0.00% | +6,399+15.7% | Added |
| Invesco Ltd. | 49,161 | $3.50M | 0.00% | +21,151+75.5% | Added |
| Public Sector Pension Investment Board | 51,130 | $3.64M | 0.02% | +51,130 | New |
| 1st Source Bank | 53,694 | $3.83M | 0.24% | 00.0% | Unchanged |
| Swiss National Bank | 55,750 | $3.97M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 59,776 | $4.26M | 0.00% | +54,129+958.5% | Added |
| Envestnet Asset Management Inc | 60,219 | $4.29M | 0.00% | +2,347+4.1% | Added |
| BKD Wealth Advisors, LLC | 62,795 | $4.47M | 0.21% | +155+0.2% | Added |
| HSBC Holdings PLC | 63,404 | $4.50M | 0.01% | +63,404 | New |
| FMR LLC | 63,200 | $4.50M | 0.00% | −5,000−7.3% | Reduced |
| First Trust Advisors LP | 68,385 | $4.87M | 0.01% | −36,100−34.6% | Reduced |
| Bank of America Corp | 68,636 | $4.89M | 0.00% | +36,225+111.8% | Added |
| FourThought Financial, LLC | 71,280 | $5.08M | 0.68% | −887−1.2% | Reduced |
| UBS Group AG | 73,997 | $5.27M | 0.00% | +52,108+238.1% | Added |
| Rhumbline Advisers | 79,465 | $5.66M | 0.01% | +35,931+82.5% | Added |
| Nuveen Asset Management, LLC | 99,736 | $6.44M | 0.00% | −28,419−22.2% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 91,600 | $6.53M | 4.93% | 00.0% | Unchanged |
| Morgan Stanley | 93,286 | $6.65M | 0.00% | +72,920+358.0% | Added |
| Ziegler Capital Management, LLC | 131,679 | $9.38M | 0.34% | +82,539+168.0% | Added |
| ProShare Advisors LLC | 144,281 | $10.3M | 0.03% | −32,823−18.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 152,783 | $10.9M | 0.07% | +10,231+7.2% | Added |
| Timucuan Asset Management Inc | 159,846 | $11.4M | 0.44% | +650+0.4% | Added |
| Charles Schwab Investment Management Inc | 173,194 | $12.3M | 0.00% | +480+0.3% | Added |
| Macquarie Group Ltd | 178,288 | $12.7M | 0.01% | +566+0.3% | Added |
| Monarch Capital Management Inc | 195,520 | $13.9M | 3.87% | −1,125−0.6% | Reduced |
| Principal Financial Group Inc | 211,244 | $15.0M | 0.01% | +174,758+479.0% | Added |
| Bank of New York Mellon Corp | 321,703 | $22.9M | 0.00% | +136,718+73.9% | Added |
| Boston Trust Walden Corp | 362,434 | $25.8M | 0.23% | +6,695+1.9% | Added |
| Northern Trust Corp | 457,663 | $32.6M | 0.01% | +5,783+1.3% | Added |
| Neumeier Poma Investment Counsel LLC | 463,072 | $33.0M | 1.96% | −7,935−1.7% | Reduced |
| Geode Capital Management, LLC | 468,806 | $33.4M | 0.00% | +9,332+2.0% | Added |
| Copeland Capital Management, LLC | 491,877 | $35.0M | 1.00% | +11,293+2.3% | Added |
| Massachusetts Financial Services Co | 533,889 | $38.0M | 0.01% | −176,712−24.9% | Reduced |
| Loomis Sayles & Co L P | 537,449 | $38.3M | 0.05% | +109,287+25.5% | Added |
| Segall Bryant & Hamill, LLC | 559,115 | $39.8M | 0.38% | −132,935−19.2% | Reduced |
| Silvercrest Asset Management Group LLC | 698,153 | $49.7M | 0.34% | −352,891−33.6% | Reduced |
| Dimensional Fund Advisors LP | 808,828 | $57.6M | 0.02% | −11,824−1.4% | Reduced |
| Ameriprise Financial Inc | 910,134 | $64.8M | 0.02% | +75,552+9.1% | Added |
| Goldman Sachs Group Inc | 982,738 | $70.0M | 0.02% | +57,294+6.2% | Added |
| State Street Corp | 1,084,524 | $77.3M | 0.00% | +320,240+41.9% | Added |
| Victory Capital Management Inc | 1,313,743 | $93.6M | 0.09% | −6,929−0.5% | Reduced |
| Neuberger Berman Group LLC | 1,521,057 | $108.4M | 0.09% | −24,283−1.6% | Reduced |
| Vanguard Group Inc | 1,594,334 | $113.6M | 0.00% | +364,913+29.7% | Added |
| BlackRock Inc. | 3,679,624 | $262.1M | 0.01% | +1,901,122+106.9% | Added |
| Franklin Resources Inc | 0 | $0 | 0.00% | −603,779−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −251,123−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −51,799−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −11,018−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −10,885−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,071−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,075−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,166−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,783−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −5,593−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −4,918−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,730−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −4,514−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −4,340−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |