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, Q4 2021
Institutional positions in Lakeland Financial Corp as of Dec 31, 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
- 186
- +7 vs. Q3 2021
- Shares held
- 20.8M
- −23.4K (−0.1%) vs. Q3 2021
- Total value
- $1.66B
- +$182.5M (+12.3%) vs. Q3 2021
- New holders
- 22
- 57 more added
- Sold out
- 15
- 67 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,678,600 | $294.8M | 0.01% | −1,0240.0% | Reduced |
| Vanguard Group Inc | 1,587,441 | $127.2M | 0.00% | −6,893−0.4% | Reduced |
| Neuberger Berman Group LLC | 1,472,452 | $118.0M | 0.09% | −48,605−3.2% | Reduced |
| Ameriprise Financial Inc | 1,086,994 | $87.1M | 0.02% | +176,860+19.4% | Added |
| Victory Capital Management Inc | 1,064,537 | $85.3M | 0.08% | −249,206−19.0% | Reduced |
| State Street Corp | 1,027,062 | $82.3M | 0.00% | −57,462−5.3% | Reduced |
| Goldman Sachs Group Inc | 926,672 | $74.3M | 0.02% | −56,066−5.7% | Reduced |
| Dimensional Fund Advisors LP | 796,785 | $63.9M | 0.02% | −12,043−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 672,190 | $53.4M | 0.34% | −25,963−3.7% | Reduced |
| Loomis Sayles & Co L P | 525,418 | $42.1M | 0.05% | −12,031−2.2% | Reduced |
| Copeland Capital Management, LLC | 505,943 | $40.5M | 1.05% | +14,066+2.9% | Added |
| Massachusetts Financial Services Co | 504,116 | $40.4M | 0.01% | −29,773−5.6% | Reduced |
| Geode Capital Management, LLC | 472,553 | $37.9M | 0.00% | +3,747+0.8% | Added |
| Northern Trust Corp | 449,375 | $36.0M | 0.01% | −8,288−1.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 439,597 | $35.2M | 1.96% | −23,475−5.1% | Reduced |
| Segall Bryant & Hamill, LLC | 438,299 | $35.1M | 0.32% | −120,816−21.6% | Reduced |
| Boston Trust Walden Corp | 361,681 | $29.0M | 0.23% | −753−0.2% | Reduced |
| Bank of New York Mellon Corp | 294,111 | $23.6M | 0.00% | −27,592−8.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 273,536 | $21.9M | 0.05% | +273,536 | New |
| Principal Financial Group Inc | 234,055 | $18.8M | 0.01% | +22,811+10.8% | Added |
| Monarch Capital Management Inc | 187,398 | $15.0M | 3.85% | −8,122−4.2% | Reduced |
| Macquarie Group Ltd | 181,301 | $14.5M | 0.01% | +3,013+1.7% | Added |
| Charles Schwab Investment Management Inc | 177,516 | $14.2M | 0.00% | +4,322+2.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 168,807 | $13.5M | 0.08% | +16,024+10.5% | Added |
| Timucuan Asset Management Inc | 159,846 | $12.8M | 0.47% | 00.0% | Unchanged |
| ProShare Advisors LLC | 136,609 | $10.9M | 0.02% | −7,672−5.3% | Reduced |
| Ziegler Capital Management, LLC | 129,996 | $10.4M | 0.37% | −1,683−1.3% | Reduced |
| Morgan Stanley | 112,815 | $9.04M | 0.00% | +19,529+20.9% | Added |
| HSBC Holdings PLC | 102,811 | $8.22M | 0.01% | +39,407+62.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 91,600 | $7.34M | 5.53% | 00.0% | Unchanged |
| Bank of America Corp | 85,322 | $6.84M | 0.00% | +16,686+24.3% | Added |
| Nuveen Asset Management, LLC | 92,408 | $6.79M | 0.00% | −7,328−7.3% | Reduced |
| Rhumbline Advisers | 77,697 | $6.23M | 0.01% | −1,768−2.2% | Reduced |
| FourThought Financial, LLC | 71,280 | $5.71M | 0.72% | 00.0% | Unchanged |
| Barclays PLC | 69,131 | $5.54M | 0.00% | +31,388+83.2% | Added |
| First Trust Advisors LP | 66,219 | $5.31M | 0.01% | −2,166−3.2% | Reduced |
| American Century Companies Inc | 64,384 | $5.16M | 0.00% | +17,135+36.3% | Added |
| BKD Wealth Advisors, LLC | 62,944 | $5.04M | 0.21% | +149+0.2% | Added |
| Envestnet Asset Management Inc | 62,505 | $5.01M | 0.00% | +2,286+3.8% | Added |
| FMR LLC | 62,300 | $4.99M | 0.00% | −900−1.4% | Reduced |
| Legal & General Group Plc | 61,803 | $4.95M | 0.00% | +2,027+3.4% | Added |
| Swiss National Bank | 55,750 | $4.47M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 54,440 | $4.36M | 0.00% | +21,309+64.3% | Added |
| 1st Source Bank | 53,664 | $4.30M | 0.25% | −30−0.1% | Reduced |
| Invesco Ltd. | 51,778 | $4.15M | 0.00% | +2,617+5.3% | Added |
| Public Sector Pension Investment Board | 51,530 | $4.13M | 0.02% | +400+0.8% | Added |
| Parametric Portfolio Associates LLC | 51,186 | $4.10M | 0.00% | +4,889+10.6% | Added |
| Wells Fargo & Company | 47,139 | $3.78M | 0.00% | +14,013+42.3% | Added |
| UBS Group AG | 46,795 | $3.75M | 0.00% | −27,202−36.8% | Reduced |
| New York State Common Retirement Fund | 44,569 | $3.57M | 0.00% | +30.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 43,800 | $3.49M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 36,434 | $2.92M | 0.00% | +3,363+10.2% | Added |
| Comerica Bank | 35,065 | $2.82M | 0.02% | −1,053−2.9% | Reduced |
| Aptus Capital Advisors, LLC | 34,894 | $2.80M | 0.09% | +6,636+23.5% | Added |
| California State Teachers Retirement System | 34,683 | $2.78M | 0.00% | +722+2.1% | Added |
| Wedge Capital Management L L P | 33,835 | $2.71M | 0.03% | −2,447−6.7% | Reduced |
| Tudor Investment Corp Et Al | 32,317 | $2.59M | 0.05% | +4,295+15.3% | Added |
| Alliancebernstein L.P. | 31,738 | $2.54M | 0.00% | +61+0.2% | Added |
| CWM, LLC | 27,571 | $2.21M | 0.02% | +27,571 | New |
| Bridge City Capital, LLC | 27,127 | $2.17M | 0.90% | −40.0% | Reduced |
| Stifel Financial Corp | 26,238 | $2.10M | 0.00% | +2,641+11.2% | Added |
| Walthausen & Co., LLC | 26,205 | $2.10M | 0.55% | −4,971−15.9% | Reduced |
| Prudential Financial Inc | 28,449 | $2.06M | 0.00% | −420−1.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 24,248 | $1.94M | 1.27% | +111+0.5% | Added |
| Credit Suisse AG | 24,139 | $1.93M | 0.00% | +1,797+8.0% | Added |
| JPMorgan Chase & Co | 23,435 | $1.88M | 0.00% | +8,715+59.2% | Added |
| Yousif Capital Management, LLC | 23,313 | $1.87M | 0.02% | +23,313 | New |
| Great West Life Assurance Co | 21,990 | $1.76M | 0.00% | −110.0% | Reduced |
| HRT Financial LP | 21,931 | $1.76M | 0.01% | +10,861+98.1% | Added |
| Thrivent Financial for Lutherans | 20,589 | $1.65M | 0.00% | +139+0.7% | Added |
| Citigroup Inc | 19,676 | $1.58M | 0.00% | +5,170+35.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,121 | $1.53M | 0.02% | −62−0.3% | Reduced |
| UBS Asset Management Americas Inc | 19,052 | $1.53M | 0.00% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 18,497 | $1.48M | 0.88% | +638+3.6% | Added |
| Uncommon Cents Investing LLC | 18,364 | $1.47M | 0.55% | −10.0% | Reduced |
| Texas Permanent School Fund | 18,236 | $1.46M | 0.02% | −479−2.6% | Reduced |
| State of Alaska, Department of Revenue | 17,915 | $1.44M | 0.01% | −540−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 17,575 | $1.41M | 0.00% | −9,507−35.1% | Reduced |
| Price T Rowe Associates Inc | 16,447 | $1.32M | 0.00% | −415−2.5% | Reduced |
| Deutsche Bank AG | 16,445 | $1.32M | 0.00% | +677+4.3% | Added |
| CSM Advisors, LLC | 15,410 | $1.23M | 0.08% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,092 | $1.21M | 0.00% | −539−3.4% | Reduced |
| American International Group, Inc. | 14,907 | $1.20M | 0.01% | −481−3.1% | Reduced |
| Keybank National Association | 14,205 | $1.14M | 0.00% | −2,695−15.9% | Reduced |
| Russell Investments Group, Ltd. | 14,149 | $1.13M | 0.00% | −1,953−12.1% | Reduced |
| Two Sigma Investments, LP | 13,850 | $1.11M | 0.00% | +10,400+301.4% | Added |
| Rafferty Asset Management, LLC | 13,721 | $1.10M | 0.01% | −2,024−12.9% | Reduced |
| Cetera Investment Advisers | 13,018 | $1.04M | 0.01% | +10,050+338.6% | Added |
| Voloridge Investment Management, LLC | 12,967 | $1.04M | 0.01% | +7,277+127.9% | Added |
| Balyasny Asset Management LLC | 12,795 | $1.02M | 0.00% | +12,795 | New |
| Column Capital Advisors, LLC | 12,403 | $994.0K | 0.19% | −776−5.9% | Reduced |
| Louisiana State Employees Retirement System | 12,200 | $978.0K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,077 | $968.0K | 0.00% | +29+0.2% | Added |
| Royal Bank of Canada | 11,962 | $958.0K | 0.00% | +2,998+33.4% | Added |
| Amalgamated Bank | 11,886 | $953.0K | 0.01% | −321−2.6% | Reduced |
| Security Financial Services, INC. | 11,472 | $919.0K | 0.31% | +11,472 | New |
| Cetera Advisors LLC | 10,139 | $813.0K | 0.02% | +48+0.5% | Added |
| Maryland State Retirement & Pension System | 10,033 | $804.0K | 0.02% | +78+0.8% | Added |
| Krane Funds Advisors LLC | 9,856 | $790.0K | 0.02% | +9,856 | New |
| Voya Investment Management LLC | 9,615 | $771.0K | 0.00% | −260−2.6% | Reduced |