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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 5 | $0 | 0.00% | +3+150.0% | Added |
| Schubert & Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 2 | $0 | 0.00% | +2 | New |
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 7 | $1.00K | 0.00% | −2−22.2% | Reduced |
| Covestor Ltd | 13 | $1.00K | 0.00% | −4−23.5% | Reduced |
| Parkside Financial Bank & Trust | 29 | $2.00K | 0.00% | −4−12.1% | Reduced |
| EverSource Wealth Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 31 | $2.00K | 0.00% | +31 | New |
| Lloyd Advisory Services, LLC. | 34 | $2.00K | 0.00% | +34 | New |
| Signaturefd, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 38 | $3.00K | 0.00% | +38 | New |
| First Horizon Advisors, Inc. | 61 | $4.00K | 0.00% | +61 | New |
| Sofos Investments, Inc. | 146 | $4.00K | 0.00% | +146 | New |
| Northwestern Mutual Wealth Management Co | 71 | $5.00K | 0.00% | −191−72.9% | Reduced |
| TCI Wealth Advisors, Inc. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 136 | $5.00K | 0.00% | +136 | New |
| Private Capital Group, LLC | 77 | $6.00K | 0.00% | −18−18.9% | Reduced |
| Pinebridge Investments, L.P. | 100 | $7.00K | 0.00% | −1,100−91.7% | Reduced |
| Rockefeller Capital Management L.P. | 102 | $7.00K | 0.00% | −15−12.8% | Reduced |
| Covington Capital Management | 90 | $7.00K | 0.00% | +90 | New |
| Carolinas Wealth Consulting LLC | 92 | $7.00K | 0.00% | +92 | New |
| Aquatic Capital Management LLC | 100 | $7.00K | 0.01% | +100 | New |
| Washington Trust Advisors, Inc. | 97 | $7.00K | 0.00% | +97 | New |
| SRS Capital Advisors, Inc. | 108 | $8.00K | 0.00% | −1−0.9% | Reduced |
| Key Financial Inc | 107 | $8.00K | 0.00% | +107 | New |
| Arlington Partners LLC | 124 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 133 | $10.0K | 0.00% | +133 | New |
| Huntington National Bank | 154 | $11.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 144 | $11.0K | 0.00% | +144 | New |
| TD Private Client Wealth LLC | 152 | $11.1K | 0.00% | +152 | New |
| Hantz Financial Services, Inc. | 174 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 182 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 290 | $21.0K | 0.00% | −188−39.3% | Reduced |
| Nisa Investment Advisors, LLC | 284 | $21.0K | 0.00% | −116−29.0% | Reduced |
| Financial Enhancement Group LLC | 315 | $23.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 373 | $27.0K | 0.00% | −16−4.1% | Reduced |
| Creative Financial Designs Inc | 392 | $29.0K | 0.00% | −30−7.1% | Reduced |
| Harding Loevner LP | 422 | $31.0K | 0.00% | +38+9.9% | Added |
| Plante Moran Financial Advisors, LLC | 458 | $33.0K | 0.01% | +2+0.4% | Added |
| Fieldpoint Private Securities, LLC | 834 | $61.0K | 0.01% | +92+12.4% | Added |
| Tower Research Capital LLC (TRC) | 969 | $71.0K | 0.00% | −3,571−78.7% | Reduced |
| Proequities, Inc. | 1,141 | $83.0K | 0.01% | −76−6.2% | Reduced |
| Bollard Group LLC | 1,193 | $87.0K | 0.00% | +5+0.4% | Added |
| State of Wyoming | 1,345 | $98.0K | 0.05% | −23−1.7% | Reduced |
| Metropolitan Life Insurance Co | 1,498 | $109.4K | 0.00% | −4,675−75.7% | Reduced |
| US Bancorp | 1,843 | $135.0K | 0.00% | −2−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,974 | $144.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 2,395 | $175.0K | 0.06% | −200−7.7% | Reduced |
| SG Americas Securities, LLC | 2,593 | $189.0K | 0.00% | +597+29.9% | Added |
| The PNC Financial Services Group, Inc. | 2,757 | $201.0K | 0.00% | +31+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,856 | $208.0K | 0.00% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 2,910 | $212.0K | 0.03% | +2,910 | New |
| Indiana Trust & Investment Management CO | 3,069 | $224.0K | 0.11% | 00.0% | Unchanged |
| Raymond James & Associates | 3,075 | $224.0K | 0.00% | +179+6.2% | Added |
| Everence Capital Management Inc | 3,600 | $263.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,646 | $266.0K | 0.00% | +190+5.5% | Added |
| Commonwealth Equity Services, LLC | 3,788 | $276.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,005 | $292.0K | 0.02% | +4,005 | New |
| Personal Cfo Solutions, LLC | 4,027 | $294.0K | 0.06% | +157+4.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,471 | $326.0K | 0.02% | +4,471 | New |
| Synovus Financial Corp | 4,454 | $327.0K | 0.00% | −3,362−43.0% | Reduced |
| Pathstone Family Office, LLC | 4,500 | $329.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,574 | $334.0K | 0.00% | −2,347−33.9% | Reduced |
| Janus Henderson Group PLC | 5,131 | $374.0K | 0.00% | +20.0% | Added |
| Sym Financial Corp | 5,178 | $378.0K | 0.16% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 5,176 | $378.0K | 0.00% | +1,377+36.2% | Added |
| Teacher Retirement System of Texas | 5,221 | $381.0K | 0.00% | +342+7.0% | Added |
| Jump Financial, LLC | 5,234 | $382.0K | 0.02% | +5,234 | New |
| Trexquant Investment LP | 5,728 | $418.0K | 0.02% | +5,728 | New |
| AQR Capital Management LLC | 5,832 | $426.0K | 0.00% | −688−10.6% | Reduced |
| Hancock Whitney Corp | 6,111 | $446.0K | 0.02% | −419−6.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,150 | $448.0K | 0.04% | +6,150 | New |
| Allspring Global Investments Holdings, LLC | 6,259 | $456.0K | 0.00% | −90−1.4% | Reduced |
| Bokf, NA | 6,414 | $468.0K | 0.01% | +3,156+96.9% | Added |
| Bedel Financial Consulting, Inc. | 6,450 | $471.0K | 0.15% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,839 | $499.0K | 0.00% | +30+0.4% | Added |
| ExodusPoint Capital Management, LP | 6,975 | $509.0K | 0.01% | +6,975 | New |
| Teachers Retirement System of the State of Kentucky | 7,200 | $526.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,530 | $550.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,640 | $558.0K | 0.00% | +100+1.3% | Added |
| Lazard Asset Management LLC | 8,006 | $584.0K | 0.00% | +8,006 | New |
| Algert Global LLC | 8,197 | $598.0K | 0.04% | +5,126+166.9% | Added |
| Dynamic Technology Lab Private Ltd | 8,230 | $601.0K | 0.07% | +8,230 | New |
| Keybank National Association | 8,320 | $607.0K | 0.00% | −5,885−41.4% | Reduced |
| Ensign Peak Advisors, Inc | 8,400 | $613.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 8,679 | $624.0K | 0.00% | +1,622+23.0% | Added |
| Los Angeles Capital Management LLC | 8,761 | $640.0K | 0.00% | +251+2.9% | Added |
| Bank of Montreal | 8,493 | $644.0K | 0.00% | −860−9.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 9,017 | $658.0K | 0.15% | +9,017 | New |
| Squarepoint Ops LLC | 9,237 | $674.0K | 0.01% | +9,237 | New |
| Advisor Group Holdings, Inc. | 13,370 | $686.0K | 0.00% | +4,413+49.3% | Added |
| State of Tennessee, Treasury Department | 9,530 | $696.0K | 0.00% | +1,444+17.9% | Added |
| Voya Investment Management LLC | 9,632 | $703.0K | 0.00% | +17+0.2% | Added |
| Oregon Public Employees Retirement Fund | 9,654 | $705.0K | 0.01% | +54+0.6% | Added |