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 |
|---|---|---|---|---|---|
| Cypress Capital Management LLC (WY) | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $1.00K | 0.00% | +17 | New |
| NEXT Financial Group, Inc | 27 | $2.00K | 0.00% | +27 | New |
| EverSource Wealth Advisors, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Signaturefd, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 73 | $6.00K | 0.00% | −1−1.4% | Reduced |
| Eaton Vance Management | 69 | $6.00K | 0.00% | +47+213.6% | Added |
| Delos Wealth Advisors, LLC | 71 | $6.00K | 0.01% | +71 | New |
| Private Capital Group, LLC | 95 | $8.00K | 0.00% | −1−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 109 | $9.00K | 0.00% | +1+0.9% | Added |
| Rockefeller Capital Management L.P. | 117 | $9.00K | 0.00% | +22+23.2% | Added |
| Arlington Partners LLC | 124 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 126 | $10.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 154 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 174 | $14.0K | 0.00% | −113−39.4% | Reduced |
| Sutton Wealth Advisors Inc. | 182 | $14.6K | 0.00% | +7+4.0% | Added |
| Bessemer Group Inc | 190 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 262 | $21.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 315 | $25.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 389 | $31.0K | 0.00% | +71+22.3% | Added |
| Harding Loevner LP | 384 | $31.0K | 0.00% | +384 | New |
| Nisa Investment Advisors, LLC | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 422 | $34.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 456 | $37.0K | 0.01% | +2+0.4% | Added |
| Fifth Third Bancorp | 478 | $38.0K | 0.00% | +24+5.3% | Added |
| Fieldpoint Private Securities, LLC | 742 | $59.0K | 0.01% | +23+3.2% | Added |
| Bollard Group LLC | 1,188 | $95.0K | 0.00% | +6+0.5% | Added |
| Pinebridge Investments, L.P. | 1,200 | $96.0K | 0.00% | +1,200 | New |
| Proequities, Inc. | 1,217 | $98.0K | 0.01% | −13−1.1% | Reduced |
| State of Wyoming | 1,368 | $110.0K | 0.05% | −56−3.9% | Reduced |
| US Bancorp | 1,845 | $148.0K | 0.00% | −15−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,974 | $158.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,996 | $160.0K | 0.00% | −295−12.9% | Reduced |
| Harbour Investments, Inc. | 2,529 | $203.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 2,550 | $204.0K | 0.00% | +2,550 | New |
| Clean Yield Group | 2,595 | $208.0K | 0.07% | −200−7.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,726 | $219.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,856 | $229.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 2,896 | $232.0K | 0.00% | +2,896 | New |
| Algert Global LLC | 3,071 | $246.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,069 | $246.0K | 0.11% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,250 | $260.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 3,258 | $261.0K | 0.00% | +3,258 | New |
| Gilman Hill Asset Management, LLC | 3,255 | $261.0K | 0.06% | +3,255 | New |
| Mutual of America Capital Management LLC | 3,456 | $277.0K | 0.00% | +82+2.4% | Added |
| Everence Capital Management Inc | 3,600 | $289.0K | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 3,643 | $292.0K | 0.00% | +3,643 | New |
| Commonwealth Equity Services, LLC | 3,788 | $303.0K | 0.00% | −540−12.5% | Reduced |
| Susquehanna International Group, LLP | 3,799 | $304.0K | 0.00% | +3,799 | New |
| Personal Cfo Solutions, LLC | 3,870 | $310.0K | 0.06% | −42−1.1% | Reduced |
| ACG Wealth | 4,142 | $332.0K | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 4,361 | $349.0K | 0.00% | −1,189−21.4% | Reduced |
| Two Sigma Advisers, LP | 4,400 | $353.0K | 0.00% | −1,000−18.5% | Reduced |
| Pathstone Family Office, LLC | 4,500 | $361.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,540 | $364.0K | 0.01% | +3,763+484.3% | Added |
| Teacher Retirement System of Texas | 4,879 | $391.0K | 0.00% | +818+20.1% | Added |
| Janus Henderson Group PLC | 5,129 | $411.0K | 0.00% | +5,129 | New |
| Sym Financial Corp | 5,178 | $415.0K | 0.16% | −304−5.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,240 | $420.0K | 0.01% | −5,936−53.1% | Reduced |
| Metropolitan Life Insurance Co | 6,173 | $494.7K | 0.01% | −193−3.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,349 | $508.0K | 0.00% | +6,349 | New |
| Bedel Financial Consulting, Inc. | 6,450 | $517.0K | 0.16% | 00.0% | Unchanged |
| Hancock Whitney Corp | 6,530 | $523.0K | 0.02% | −688−9.5% | Reduced |
| AQR Capital Management LLC | 6,520 | $523.0K | 0.00% | −219−3.2% | Reduced |
| Arizona State Retirement System | 6,809 | $546.0K | 0.00% | −80−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,921 | $555.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 7,057 | $558.0K | 0.00% | +513+7.8% | Added |
| Teachers Retirement System of the State of Kentucky | 7,200 | $577.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,530 | $603.0K | 0.00% | −2,300−23.4% | Reduced |
| New York State Teachers Retirement System | 7,540 | $604.0K | 0.00% | +100+1.3% | Added |
| Synovus Financial Corp | 7,816 | $628.0K | 0.01% | −1,480−15.9% | Reduced |
| State of Tennessee, Treasury Department | 8,086 | $648.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,350 | $669.2K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,400 | $673.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 8,510 | $682.0K | 0.00% | −50−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 8,957 | $718.0K | 0.00% | +250+2.9% | Added |
| Bank of Montreal | 9,353 | $749.0K | 0.00% | −1,583−14.5% | Reduced |
| Oregon Public Employees Retirement Fund | 9,600 | $769.0K | 0.01% | −400−4.0% | Reduced |
| Voya Investment Management LLC | 9,615 | $771.0K | 0.00% | −260−2.6% | Reduced |
| Krane Funds Advisors LLC | 9,856 | $790.0K | 0.02% | +9,856 | New |
| Maryland State Retirement & Pension System | 10,033 | $804.0K | 0.02% | +78+0.8% | Added |
| Cetera Advisors LLC | 10,139 | $813.0K | 0.02% | +48+0.5% | Added |
| Security Financial Services, INC. | 11,472 | $919.0K | 0.31% | +11,472 | New |
| Amalgamated Bank | 11,886 | $953.0K | 0.01% | −321−2.6% | Reduced |
| Royal Bank of Canada | 11,962 | $958.0K | 0.00% | +2,998+33.4% | Added |
| Manufacturers Life Insurance Company, The | 12,077 | $968.0K | 0.00% | +29+0.2% | Added |
| Louisiana State Employees Retirement System | 12,200 | $978.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 12,403 | $994.0K | 0.19% | −776−5.9% | Reduced |
| Balyasny Asset Management LLC | 12,795 | $1.02M | 0.00% | +12,795 | New |
| Voloridge Investment Management, LLC | 12,967 | $1.04M | 0.01% | +7,277+127.9% | Added |
| Cetera Investment Advisers | 13,018 | $1.04M | 0.01% | +10,050+338.6% | Added |
| Rafferty Asset Management, LLC | 13,721 | $1.10M | 0.01% | −2,024−12.9% | Reduced |