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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 13,850 | $1.11M | 0.00% | +10,400+301.4% | Added |
| Russell Investments Group, Ltd. | 14,149 | $1.13M | 0.00% | −1,953−12.1% | Reduced |
| Keybank National Association | 14,205 | $1.14M | 0.00% | −2,695−15.9% | Reduced |
| American International Group, Inc. | 14,907 | $1.20M | 0.01% | −481−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 15,092 | $1.21M | 0.00% | −539−3.4% | Reduced |
| CSM Advisors, LLC | 15,410 | $1.23M | 0.08% | 00.0% | Unchanged |
| 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 |
| BNP Paribas Arbitrage, SA | 17,575 | $1.41M | 0.00% | −9,507−35.1% | Reduced |
| State of Alaska, Department of Revenue | 17,915 | $1.44M | 0.01% | −540−2.9% | Reduced |
| Texas Permanent School Fund | 18,236 | $1.46M | 0.02% | −479−2.6% | Reduced |
| Uncommon Cents Investing LLC | 18,364 | $1.47M | 0.55% | −10.0% | Reduced |
| Cox Capital Mgt LLC | 18,497 | $1.48M | 0.88% | +638+3.6% | Added |
| UBS Asset Management Americas Inc | 19,052 | $1.53M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,121 | $1.53M | 0.02% | −62−0.3% | Reduced |
| Citigroup Inc | 19,676 | $1.58M | 0.00% | +5,170+35.6% | Added |
| Thrivent Financial for Lutherans | 20,589 | $1.65M | 0.00% | +139+0.7% | Added |
| HRT Financial LP | 21,931 | $1.76M | 0.01% | +10,861+98.1% | Added |
| Great West Life Assurance Co | 21,990 | $1.76M | 0.00% | −110.0% | Reduced |
| Yousif Capital Management, LLC | 23,313 | $1.87M | 0.02% | +23,313 | New |
| JPMorgan Chase & Co | 23,435 | $1.88M | 0.00% | +8,715+59.2% | Added |
| Credit Suisse AG | 24,139 | $1.93M | 0.00% | +1,797+8.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 24,248 | $1.94M | 1.27% | +111+0.5% | Added |
| Prudential Financial Inc | 28,449 | $2.06M | 0.00% | −420−1.5% | Reduced |
| Walthausen & Co., LLC | 26,205 | $2.10M | 0.55% | −4,971−15.9% | Reduced |
| Stifel Financial Corp | 26,238 | $2.10M | 0.00% | +2,641+11.2% | Added |
| Bridge City Capital, LLC | 27,127 | $2.17M | 0.90% | −40.0% | Reduced |
| CWM, LLC | 27,571 | $2.21M | 0.02% | +27,571 | New |
| Alliancebernstein L.P. | 31,738 | $2.54M | 0.00% | +61+0.2% | Added |
| Tudor Investment Corp Et Al | 32,317 | $2.59M | 0.05% | +4,295+15.3% | Added |
| Wedge Capital Management L L P | 33,835 | $2.71M | 0.03% | −2,447−6.7% | Reduced |
| California State Teachers Retirement System | 34,683 | $2.78M | 0.00% | +722+2.1% | Added |
| Aptus Capital Advisors, LLC | 34,894 | $2.80M | 0.09% | +6,636+23.5% | Added |
| Comerica Bank | 35,065 | $2.82M | 0.02% | −1,053−2.9% | Reduced |
| LPL Financial LLC | 36,434 | $2.92M | 0.00% | +3,363+10.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 43,800 | $3.49M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 44,569 | $3.57M | 0.00% | +30.0% | Added |
| UBS Group AG | 46,795 | $3.75M | 0.00% | −27,202−36.8% | Reduced |
| Wells Fargo & Company | 47,139 | $3.78M | 0.00% | +14,013+42.3% | Added |
| Parametric Portfolio Associates LLC | 51,186 | $4.10M | 0.00% | +4,889+10.6% | Added |
| Public Sector Pension Investment Board | 51,530 | $4.13M | 0.02% | +400+0.8% | Added |
| Invesco Ltd. | 51,778 | $4.15M | 0.00% | +2,617+5.3% | Added |
| 1st Source Bank | 53,664 | $4.30M | 0.25% | −30−0.1% | Reduced |
| Citadel Advisors LLC | 54,440 | $4.36M | 0.00% | +21,309+64.3% | Added |
| Swiss National Bank | 55,750 | $4.47M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 61,803 | $4.95M | 0.00% | +2,027+3.4% | Added |
| FMR LLC | 62,300 | $4.99M | 0.00% | −900−1.4% | Reduced |
| Envestnet Asset Management Inc | 62,505 | $5.01M | 0.00% | +2,286+3.8% | Added |
| BKD Wealth Advisors, LLC | 62,944 | $5.04M | 0.21% | +149+0.2% | Added |
| American Century Companies Inc | 64,384 | $5.16M | 0.00% | +17,135+36.3% | Added |
| First Trust Advisors LP | 66,219 | $5.31M | 0.01% | −2,166−3.2% | Reduced |
| Barclays PLC | 69,131 | $5.54M | 0.00% | +31,388+83.2% | Added |
| FourThought Financial, LLC | 71,280 | $5.71M | 0.72% | 00.0% | Unchanged |
| Rhumbline Advisers | 77,697 | $6.23M | 0.01% | −1,768−2.2% | Reduced |
| Nuveen Asset Management, LLC | 92,408 | $6.79M | 0.00% | −7,328−7.3% | Reduced |
| Bank of America Corp | 85,322 | $6.84M | 0.00% | +16,686+24.3% | Added |
| John W. Rosenthal Capital Management, Inc. | 91,600 | $7.34M | 5.53% | 00.0% | Unchanged |
| HSBC Holdings PLC | 102,811 | $8.22M | 0.01% | +39,407+62.2% | Added |
| Morgan Stanley | 112,815 | $9.04M | 0.00% | +19,529+20.9% | Added |
| Ziegler Capital Management, LLC | 129,996 | $10.4M | 0.37% | −1,683−1.3% | Reduced |
| ProShare Advisors LLC | 136,609 | $10.9M | 0.02% | −7,672−5.3% | Reduced |
| Timucuan Asset Management Inc | 159,846 | $12.8M | 0.47% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 168,807 | $13.5M | 0.08% | +16,024+10.5% | Added |
| Charles Schwab Investment Management Inc | 177,516 | $14.2M | 0.00% | +4,322+2.5% | Added |
| Macquarie Group Ltd | 181,301 | $14.5M | 0.01% | +3,013+1.7% | Added |
| Monarch Capital Management Inc | 187,398 | $15.0M | 3.85% | −8,122−4.2% | Reduced |
| Principal Financial Group Inc | 234,055 | $18.8M | 0.01% | +22,811+10.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 273,536 | $21.9M | 0.05% | +273,536 | New |
| Bank of New York Mellon Corp | 294,111 | $23.6M | 0.00% | −27,592−8.6% | Reduced |
| Boston Trust Walden Corp | 361,681 | $29.0M | 0.23% | −753−0.2% | Reduced |
| Segall Bryant & Hamill, LLC | 438,299 | $35.1M | 0.32% | −120,816−21.6% | Reduced |
| Neumeier Poma Investment Counsel LLC | 439,597 | $35.2M | 1.96% | −23,475−5.1% | Reduced |
| Northern Trust Corp | 449,375 | $36.0M | 0.01% | −8,288−1.8% | Reduced |
| Geode Capital Management, LLC | 472,553 | $37.9M | 0.00% | +3,747+0.8% | Added |
| Massachusetts Financial Services Co | 504,116 | $40.4M | 0.01% | −29,773−5.6% | Reduced |
| Copeland Capital Management, LLC | 505,943 | $40.5M | 1.05% | +14,066+2.9% | Added |
| Loomis Sayles & Co L P | 525,418 | $42.1M | 0.05% | −12,031−2.2% | Reduced |
| Silvercrest Asset Management Group LLC | 672,190 | $53.4M | 0.34% | −25,963−3.7% | Reduced |
| Dimensional Fund Advisors LP | 796,785 | $63.9M | 0.02% | −12,043−1.5% | Reduced |
| Goldman Sachs Group Inc | 926,672 | $74.3M | 0.02% | −56,066−5.7% | Reduced |
| State Street Corp | 1,027,062 | $82.3M | 0.00% | −57,462−5.3% | Reduced |
| Victory Capital Management Inc | 1,064,537 | $85.3M | 0.08% | −249,206−19.0% | Reduced |
| Ameriprise Financial Inc | 1,086,994 | $87.1M | 0.02% | +176,860+19.4% | Added |
| Neuberger Berman Group LLC | 1,472,452 | $118.0M | 0.09% | −48,605−3.2% | Reduced |
| Vanguard Group Inc | 1,587,441 | $127.2M | 0.00% | −6,893−0.4% | Reduced |
| BlackRock Inc. | 3,678,600 | $294.8M | 0.01% | −1,0240.0% | Reduced |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −30,606−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −17,673−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,836−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,460−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,085−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −6,510−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −4,997−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,208−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −3,284−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −45−100.0% | Sold out |