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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 9,600 | $769.0K | 0.01% | −400−4.0% | Reduced |
| Bank of Montreal | 9,353 | $749.0K | 0.00% | −1,583−14.5% | Reduced |
| Advisor Group Holdings, Inc. | 8,957 | $718.0K | 0.00% | +250+2.9% | Added |
| Los Angeles Capital Management LLC | 8,510 | $682.0K | 0.00% | −50−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 8,400 | $673.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,350 | $669.2K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,086 | $648.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 7,816 | $628.0K | 0.01% | −1,480−15.9% | Reduced |
| New York State Teachers Retirement System | 7,540 | $604.0K | 0.00% | +100+1.3% | Added |
| Handelsbanken Fonder AB | 7,530 | $603.0K | 0.00% | −2,300−23.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,200 | $577.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 7,057 | $558.0K | 0.00% | +513+7.8% | Added |
| Public Employees Retirement Association of Colorado | 6,921 | $555.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,809 | $546.0K | 0.00% | −80−1.2% | Reduced |
| 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 |
| Bedel Financial Consulting, Inc. | 6,450 | $517.0K | 0.16% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,349 | $508.0K | 0.00% | +6,349 | New |
| Metropolitan Life Insurance Co | 6,173 | $494.7K | 0.01% | −193−3.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,240 | $420.0K | 0.01% | −5,936−53.1% | Reduced |
| Sym Financial Corp | 5,178 | $415.0K | 0.16% | −304−5.5% | Reduced |
| Janus Henderson Group PLC | 5,129 | $411.0K | 0.00% | +5,129 | New |
| Teacher Retirement System of Texas | 4,879 | $391.0K | 0.00% | +818+20.1% | Added |
| Tower Research Capital LLC (TRC) | 4,540 | $364.0K | 0.01% | +3,763+484.3% | Added |
| Pathstone Family Office, LLC | 4,500 | $361.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 4,400 | $353.0K | 0.00% | −1,000−18.5% | Reduced |
| Millennium Management LLC | 4,361 | $349.0K | 0.00% | −1,189−21.4% | Reduced |
| ACG Wealth | 4,142 | $332.0K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,870 | $310.0K | 0.06% | −42−1.1% | Reduced |
| Susquehanna International Group, LLP | 3,799 | $304.0K | 0.00% | +3,799 | New |
| Commonwealth Equity Services, LLC | 3,788 | $303.0K | 0.00% | −540−12.5% | Reduced |
| Holocene Advisors, LP | 3,643 | $292.0K | 0.00% | +3,643 | New |
| Everence Capital Management Inc | 3,600 | $289.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,456 | $277.0K | 0.00% | +82+2.4% | Added |
| 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 |
| Wesbanco Bank Inc | 3,250 | $260.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Raymond James & Associates | 2,896 | $232.0K | 0.00% | +2,896 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,856 | $229.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,726 | $219.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 2,595 | $208.0K | 0.07% | −200−7.2% | Reduced |
| Regions Financial Corp | 2,550 | $204.0K | 0.00% | +2,550 | New |
| Harbour Investments, Inc. | 2,529 | $203.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,996 | $160.0K | 0.00% | −295−12.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,974 | $158.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,845 | $148.0K | 0.00% | −15−0.8% | Reduced |
| State of Wyoming | 1,368 | $110.0K | 0.05% | −56−3.9% | Reduced |
| Proequities, Inc. | 1,217 | $98.0K | 0.01% | −13−1.1% | Reduced |
| Pinebridge Investments, L.P. | 1,200 | $96.0K | 0.00% | +1,200 | New |
| Bollard Group LLC | 1,188 | $95.0K | 0.00% | +6+0.5% | Added |
| Fieldpoint Private Securities, LLC | 742 | $59.0K | 0.01% | +23+3.2% | Added |
| Fifth Third Bancorp | 478 | $38.0K | 0.00% | +24+5.3% | Added |
| Plante Moran Financial Advisors, LLC | 456 | $37.0K | 0.01% | +2+0.4% | Added |
| Creative Financial Designs Inc | 422 | $34.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 400 | $32.0K | 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 |
| Financial Enhancement Group LLC | 315 | $25.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 262 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 190 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 182 | $14.6K | 0.00% | +7+4.0% | Added |
| Hantz Financial Services, Inc. | 174 | $14.0K | 0.00% | −113−39.4% | Reduced |
| Huntington National Bank | 154 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 124 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 126 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Capital Group, LLC | 95 | $8.00K | 0.00% | −1−1.0% | Reduced |
| 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 |
| 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 |
| NEXT Financial Group, Inc | 27 | $2.00K | 0.00% | +27 | New |
| EverSource Wealth Advisors, LLC | 26 | $2.00K | 0.00% | +26 | 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 |
| 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 |
| 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 |