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, Q1 2022
Institutional positions in Lakeland Financial Corp as of Mar 31, 2022. 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
- 201
- +18 vs. Q4 2021
- Shares held
- 20.7M
- −34.6K (−0.2%) vs. Q4 2021
- Total value
- $1.51B
- −$149.0M (−9.0%) vs. Q4 2021
- New holders
- 32
- 66 more added
- Sold out
- 14
- 75 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,807,592 | $278.0M | 0.01% | +128,992+3.5% | Added |
| Vanguard Group Inc | 1,768,640 | $129.1M | 0.00% | +181,199+11.4% | Added |
| Neuberger Berman Group LLC | 1,482,623 | $108.2M | 0.09% | +10,171+0.7% | Added |
| State Street Corp | 1,308,005 | $95.5M | 0.00% | +280,943+27.4% | Added |
| Ameriprise Financial Inc | 1,023,969 | $74.7M | 0.02% | −63,025−5.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 955,222 | $69.7M | 0.19% | +681,686+249.2% | Added |
| Victory Capital Management Inc | 843,666 | $61.6M | 0.06% | −220,871−20.7% | Reduced |
| Dimensional Fund Advisors LP | 794,602 | $58.0M | 0.02% | −2,183−0.3% | Reduced |
| Goldman Sachs Group Inc | 767,884 | $56.1M | 0.01% | −158,788−17.1% | Reduced |
| Silvercrest Asset Management Group LLC | 590,823 | $43.1M | 0.28% | −81,367−12.1% | Reduced |
| Loomis Sayles & Co L P | 566,286 | $41.3M | 0.06% | +40,868+7.8% | Added |
| Copeland Capital Management, LLC | 515,314 | $37.6M | 1.04% | +9,371+1.9% | Added |
| Geode Capital Management, LLC | 459,317 | $33.5M | 0.00% | −13,236−2.8% | Reduced |
| Northern Trust Corp | 437,785 | $32.0M | 0.01% | −11,590−2.6% | Reduced |
| Neumeier Poma Investment Counsel LLC | 399,547 | $29.2M | 1.96% | −40,050−9.1% | Reduced |
| Boston Trust Walden Corp | 369,458 | $27.0M | 0.22% | +7,777+2.2% | Added |
| Bank of New York Mellon Corp | 291,665 | $21.3M | 0.00% | −2,446−0.8% | Reduced |
| Segall Bryant & Hamill, LLC | 255,332 | $18.6M | 0.18% | −182,967−41.7% | Reduced |
| Principal Financial Group Inc | 211,477 | $15.4M | 0.01% | −22,578−9.6% | Reduced |
| Charles Schwab Investment Management Inc | 190,254 | $13.9M | 0.00% | +12,738+7.2% | Added |
| Monarch Capital Management Inc | 183,855 | $13.4M | 3.55% | −3,543−1.9% | Reduced |
| Invesco Ltd. | 167,036 | $12.2M | 0.00% | +115,258+222.6% | Added |
| Timucuan Asset Management Inc | 160,496 | $11.7M | 0.45% | +650+0.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 139,426 | $10.2M | 0.06% | −29,381−17.4% | Reduced |
| ProShare Advisors LLC | 134,868 | $9.85M | 0.02% | −1,741−1.3% | Reduced |
| Morgan Stanley | 128,323 | $9.37M | 0.00% | +15,508+13.7% | Added |
| Ziegler Capital Management, LLC | 103,636 | $7.57M | 0.32% | −26,360−20.3% | Reduced |
| Nuveen Asset Management, LLC | 90,126 | $6.99M | 0.00% | −2,282−2.5% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 84,594 | $6.18M | 4.84% | −7,006−7.6% | Reduced |
| American Century Companies Inc | 83,533 | $6.10M | 0.00% | +19,149+29.7% | Added |
| Cetera Investment Advisers | 75,218 | $5.49M | 0.08% | +62,200+477.8% | Added |
| Rhumbline Advisers | 75,114 | $5.48M | 0.01% | −2,583−3.3% | Reduced |
| Macquarie Group Ltd | 72,742 | $5.31M | 0.00% | −108,559−59.9% | Reduced |
| FourThought Financial, LLC | 71,280 | $5.20M | 0.66% | 00.0% | Unchanged |
| Citadel Advisors LLC | 69,873 | $5.10M | 0.01% | +15,433+28.3% | Added |
| Envestnet Asset Management Inc | 65,361 | $4.77M | 0.00% | +2,856+4.6% | Added |
| Bank of America Corp | 64,738 | $4.72M | 0.00% | −20,584−24.1% | Reduced |
| BKD Wealth Advisors, LLC | 63,101 | $4.61M | 0.20% | +157+0.2% | Added |
| First Trust Advisors LP | 62,866 | $4.59M | 0.00% | −3,353−5.1% | Reduced |
| Legal & General Group Plc | 61,087 | $4.46M | 0.00% | −716−1.2% | Reduced |
| Swiss National Bank | 59,850 | $4.37M | 0.00% | +4,100+7.4% | Added |
| Parametric Portfolio Associates LLC | 57,961 | $4.23M | 0.00% | +6,775+13.2% | Added |
| 1st Source Bank | 53,664 | $3.92M | 0.24% | 00.0% | Unchanged |
| Barclays PLC | 48,310 | $3.53M | 0.00% | −20,821−30.1% | Reduced |
| Public Sector Pension Investment Board | 47,230 | $3.45M | 0.02% | −4,300−8.3% | Reduced |
| Massachusetts Financial Services Co | 46,042 | $3.36M | 0.00% | −458,074−90.9% | Reduced |
| New York State Common Retirement Fund | 41,759 | $3.05M | 0.00% | −2,810−6.3% | Reduced |
| Aptus Capital Advisors, LLC | 37,264 | $2.72M | 0.08% | +2,370+6.8% | Added |
| LPL Financial LLC | 36,207 | $2.64M | 0.00% | −227−0.6% | Reduced |
| Wells Fargo & Company | 35,930 | $2.62M | 0.00% | −11,209−23.8% | Reduced |
| Comerica Bank | 32,567 | $2.53M | 0.02% | −2,498−7.1% | Reduced |
| Alliancebernstein L.P. | 33,714 | $2.46M | 0.00% | +1,976+6.2% | Added |
| California State Teachers Retirement System | 31,892 | $2.33M | 0.00% | −2,791−8.0% | Reduced |
| Stifel Financial Corp | 28,912 | $2.11M | 0.00% | +2,674+10.2% | Added |
| Prudential Financial Inc | 28,236 | $2.06M | 0.00% | −213−0.7% | Reduced |
| Aviva PLC | 27,772 | $2.03M | 0.01% | +27,772 | New |
| JPMorgan Chase & Co | 26,618 | $1.94M | 0.00% | +3,183+13.6% | Added |
| Wedge Capital Management L L P | 25,530 | $1.86M | 0.03% | −8,305−24.5% | Reduced |
| Walthausen & Co., LLC | 25,475 | $1.86M | 0.52% | −730−2.8% | Reduced |
| Credit Suisse AG | 25,338 | $1.85M | 0.00% | +1,199+5.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 25,020 | $1.83M | 1.42% | +772+3.2% | Added |
| FMR LLC | 24,518 | $1.79M | 0.00% | −37,782−60.6% | Reduced |
| Citigroup Inc | 24,033 | $1.75M | 0.00% | +4,357+22.1% | Added |
| Yousif Capital Management, LLC | 23,388 | $1.71M | 0.02% | +75+0.3% | Added |
| Cubist Systematic Strategies, LLC | 23,225 | $1.70M | 0.01% | +23,225 | New |
| D. E. Shaw & Co., Inc. | 22,583 | $1.65M | 0.00% | +22,583 | New |
| HSBC Holdings PLC | 22,331 | $1.65M | 0.00% | −80,480−78.3% | Reduced |
| Great West Life Assurance Co | 22,007 | $1.65M | 0.00% | +17+0.1% | Added |
| CWM, LLC | 22,320 | $1.63M | 0.01% | −5,251−19.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,812 | $1.59M | 0.02% | +2,691+14.1% | Added |
| Thrivent Financial for Lutherans | 20,597 | $1.50M | 0.00% | +80.0% | Added |
| Bridge City Capital, LLC | 19,375 | $1.41M | 0.66% | −7,752−28.6% | Reduced |
| UBS Asset Management Americas Inc | 19,052 | $1.39M | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 18,314 | $1.34M | 0.48% | −50−0.3% | Reduced |
| Texas Permanent School Fund | 17,937 | $1.31M | 0.02% | −299−1.6% | Reduced |
| State of Alaska, Department of Revenue | 17,645 | $1.29M | 0.01% | −270−1.5% | Reduced |
| Tudor Investment Corp Et Al | 17,024 | $1.24M | 0.03% | −15,293−47.3% | Reduced |
| Price T Rowe Associates Inc | 16,968 | $1.24M | 0.00% | +521+3.2% | Added |
| Rafferty Asset Management, LLC | 16,780 | $1.23M | 0.01% | +3,059+22.3% | Added |
| Two Sigma Investments, LP | 15,857 | $1.16M | 0.00% | +2,007+14.5% | Added |
| BNP Paribas Arbitrage, SA | 15,121 | $1.10M | 0.00% | −2,454−14.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,987 | $1.09M | 0.02% | +9,747+186.0% | Added |
| Deutsche Bank AG | 14,964 | $1.09M | 0.00% | −1,481−9.0% | Reduced |
| Balyasny Asset Management LLC | 14,478 | $1.06M | 0.00% | +1,683+13.2% | Added |
| American International Group, Inc. | 14,050 | $1.03M | 0.01% | −857−5.7% | Reduced |
| Voloridge Investment Management, LLC | 13,323 | $973.0K | 0.01% | +356+2.7% | Added |
| Qube Research & Technologies Ltd | 13,187 | $963.0K | 0.01% | +13,187 | New |
| Louisiana State Employees Retirement System | 12,300 | $955.0K | 0.02% | +100+0.8% | Added |
| MetLife Investment Management | 13,025 | $950.8K | 0.01% | +4,675+56.0% | Added |
| State Board of Administration of Florida Retirement System | 12,702 | $927.0K | 0.00% | −2,390−15.8% | Reduced |
| UBS Group AG | 12,614 | $921.0K | 0.00% | −34,181−73.0% | Reduced |
| Column Capital Advisors, LLC | 12,463 | $910.0K | 0.17% | +60+0.5% | Added |
| Security Financial Services, INC. | 12,057 | $880.0K | 0.28% | +585+5.1% | Added |
| Royal Bank of Canada | 11,882 | $867.0K | 0.00% | −80−0.7% | Reduced |
| Amalgamated Bank | 11,304 | $825.0K | 0.01% | −582−4.9% | Reduced |
| Amalgamated Financial Corp. | 11,304 | $825.0K | 0.01% | +11,304 | New |
| Russell Investments Group, Ltd. | 10,395 | $758.0K | 0.00% | −3,754−26.5% | Reduced |
| Cetera Advisors LLC | 10,189 | $744.0K | 0.01% | +50+0.5% | Added |
| Krane Funds Advisors LLC | 10,197 | $744.0K | 0.03% | +341+3.5% | Added |
| Maryland State Retirement & Pension System | 10,146 | $741.0K | 0.02% | +113+1.1% | Added |