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 |
|---|---|---|---|---|---|
| Summit Global Investments | 9,400 | $670.0K | 0.05% | −1,200−11.3% | Reduced |
| Synovus Financial Corp | 9,296 | $657.0K | 0.01% | −3,640−28.1% | Reduced |
| Royal Bank of Canada | 8,964 | $639.0K | 0.00% | +4,660+108.3% | Added |
| Advisor Group Holdings, Inc. | 8,707 | $623.0K | 0.00% | +32+0.4% | Added |
| Los Angeles Capital Management LLC | 8,560 | $610.0K | 0.00% | +8,560 | New |
| Ensign Peak Advisors, Inc | 8,400 | $598.0K | 0.00% | +8,400 | New |
| MetLife Investment Management | 8,350 | $594.9K | 0.01% | −1,301−13.5% | Reduced |
| State of Tennessee, Treasury Department | 8,086 | $577.0K | 0.00% | +8,086 | New |
| New York State Teachers Retirement System | 7,440 | $530.0K | 0.00% | +7,440 | New |
| Hancock Whitney Corp | 7,218 | $514.0K | 0.02% | +21+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 7,200 | $513.0K | 0.00% | +7,200 | New |
| Public Employees Retirement Association of Colorado | 6,921 | $493.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,889 | $491.0K | 0.00% | +15+0.2% | Added |
| AQR Capital Management LLC | 6,739 | $480.0K | 0.00% | −1,517−18.4% | Reduced |
| United Capital Financial Advisers, LLC | 6,510 | $464.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,450 | $459.0K | 0.16% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,366 | $453.5K | 0.01% | −741−10.4% | Reduced |
| SEI Investments Co | 6,544 | $442.0K | 0.00% | −3,101−32.2% | Reduced |
| Voloridge Investment Management, LLC | 5,690 | $405.0K | 0.00% | +5,690 | New |
| Millennium Management LLC | 5,550 | $395.0K | 0.00% | +1,761+46.5% | Added |
| Sym Financial Corp | 5,482 | $391.0K | 0.23% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 5,400 | $385.0K | 0.00% | +1,650+44.0% | Added |
| Natixis | 4,997 | $356.0K | 0.00% | +4,997 | New |
| Pathstone Family Office, LLC | 4,500 | $321.0K | 0.01% | +400+9.8% | Added |
| Commonwealth Equity Services, LLC | 4,328 | $308.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,208 | $300.0K | 0.00% | +46+1.1% | Added |
| ACG Wealth | 4,142 | $295.0K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,061 | $289.0K | 0.00% | +676+20.0% | Added |
| Personal Cfo Solutions, LLC | 3,912 | $279.0K | 0.06% | +242+6.6% | Added |
| Everence Capital Management Inc | 3,600 | $256.0K | 0.02% | +3,600 | New |
| Two Sigma Investments, LP | 3,450 | $246.0K | 0.00% | −31,770−90.2% | Reduced |
| Mutual of America Capital Management LLC | 3,374 | $240.0K | 0.00% | +3,374 | New |
| Robeco Institutional Asset Management B.V. | 3,284 | $234.0K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,250 | $232.0K | 0.01% | −150−4.4% | 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 |
| Cetera Investment Advisers | 2,968 | $211.0K | 0.00% | −391−11.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,856 | $203.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 2,795 | $199.0K | 0.07% | −200−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,726 | $194.0K | 0.00% | −1,407−34.0% | Reduced |
| Harbour Investments, Inc. | 2,529 | $180.0K | 0.01% | −132−5.0% | Reduced |
| SG Americas Securities, LLC | 2,291 | $163.0K | 0.00% | +2,291 | New |
| Ameritas Investment Partners, Inc. | 1,974 | $141.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,860 | $132.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,424 | $101.0K | 0.06% | +75+5.6% | Added |
| Proequities, Inc. | 1,230 | $88.0K | 0.01% | +218+21.5% | Added |
| Bollard Group LLC | 1,182 | $84.0K | 0.00% | +6+0.5% | Added |
| Tower Research Capital LLC (TRC) | 777 | $55.0K | 0.00% | −13,181−94.4% | Reduced |
| Fieldpoint Private Securities, LLC | 719 | $51.0K | 0.01% | +2+0.3% | Added |
| 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 |
| Creative Financial Designs Inc | 422 | $30.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 400 | $28.0K | 0.00% | −350−46.7% | Reduced |
| Captrust Financial Advisors | 318 | $23.0K | 0.00% | +43+15.6% | Added |
| Financial Enhancement Group LLC | 315 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 287 | $20.0K | 0.00% | −7,866−96.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 262 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 190 | $14.0K | 0.00% | +190 | New |
| Sutton Wealth Advisors Inc. | 175 | $12.5K | 0.00% | +175 | New |
| Huntington National Bank | 154 | $11.0K | 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 |
| SRS Capital Advisors, Inc. | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 96 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| American Portfolios Advisors | 45 | $3.21K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 43 | $3.00K | 0.00% | +9+26.5% | Added |
| RWM Asset Management, LLC | 37 | $3.00K | 0.00% | +37 | New |
| Parkside Financial Bank & Trust | 33 | $2.00K | 0.00% | +33 | New |
| Aua Capital Management, LLC | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| 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 |
| 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 |