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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 9,799 | $715.3K | 0.00% | −2,278−18.9% | Reduced |
| Maryland State Retirement & Pension System | 10,146 | $741.0K | 0.02% | +113+1.1% | Added |
| 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 |
| Russell Investments Group, Ltd. | 10,395 | $758.0K | 0.00% | −3,754−26.5% | 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 |
| Royal Bank of Canada | 11,882 | $867.0K | 0.00% | −80−0.7% | Reduced |
| Security Financial Services, INC. | 12,057 | $880.0K | 0.28% | +585+5.1% | Added |
| Column Capital Advisors, LLC | 12,463 | $910.0K | 0.17% | +60+0.5% | Added |
| UBS Group AG | 12,614 | $921.0K | 0.00% | −34,181−73.0% | Reduced |
| State Board of Administration of Florida Retirement System | 12,702 | $927.0K | 0.00% | −2,390−15.8% | Reduced |
| MetLife Investment Management | 13,025 | $950.8K | 0.01% | +4,675+56.0% | Added |
| Louisiana State Employees Retirement System | 12,300 | $955.0K | 0.02% | +100+0.8% | Added |
| Qube Research & Technologies Ltd | 13,187 | $963.0K | 0.01% | +13,187 | New |
| Voloridge Investment Management, LLC | 13,323 | $973.0K | 0.01% | +356+2.7% | Added |
| American International Group, Inc. | 14,050 | $1.03M | 0.01% | −857−5.7% | Reduced |
| Balyasny Asset Management LLC | 14,478 | $1.06M | 0.00% | +1,683+13.2% | Added |
| Deutsche Bank AG | 14,964 | $1.09M | 0.00% | −1,481−9.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,987 | $1.09M | 0.02% | +9,747+186.0% | Added |
| BNP Paribas Arbitrage, SA | 15,121 | $1.10M | 0.00% | −2,454−14.0% | Reduced |
| Two Sigma Investments, LP | 15,857 | $1.16M | 0.00% | +2,007+14.5% | Added |
| Rafferty Asset Management, LLC | 16,780 | $1.23M | 0.01% | +3,059+22.3% | Added |
| Price T Rowe Associates Inc | 16,968 | $1.24M | 0.00% | +521+3.2% | Added |
| Tudor Investment Corp Et Al | 17,024 | $1.24M | 0.03% | −15,293−47.3% | Reduced |
| State of Alaska, Department of Revenue | 17,645 | $1.29M | 0.01% | −270−1.5% | Reduced |
| Texas Permanent School Fund | 17,937 | $1.31M | 0.02% | −299−1.6% | Reduced |
| Uncommon Cents Investing LLC | 18,314 | $1.34M | 0.48% | −50−0.3% | Reduced |
| UBS Asset Management Americas Inc | 19,052 | $1.39M | 0.00% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 19,375 | $1.41M | 0.66% | −7,752−28.6% | Reduced |
| Thrivent Financial for Lutherans | 20,597 | $1.50M | 0.00% | +80.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,812 | $1.59M | 0.02% | +2,691+14.1% | Added |
| CWM, LLC | 22,320 | $1.63M | 0.01% | −5,251−19.0% | Reduced |
| Great West Life Assurance Co | 22,007 | $1.65M | 0.00% | +17+0.1% | Added |
| HSBC Holdings PLC | 22,331 | $1.65M | 0.00% | −80,480−78.3% | Reduced |
| D. E. Shaw & Co., Inc. | 22,583 | $1.65M | 0.00% | +22,583 | New |
| Cubist Systematic Strategies, LLC | 23,225 | $1.70M | 0.01% | +23,225 | New |
| Yousif Capital Management, LLC | 23,388 | $1.71M | 0.02% | +75+0.3% | Added |
| Citigroup Inc | 24,033 | $1.75M | 0.00% | +4,357+22.1% | Added |
| FMR LLC | 24,518 | $1.79M | 0.00% | −37,782−60.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 25,020 | $1.83M | 1.42% | +772+3.2% | Added |
| Credit Suisse AG | 25,338 | $1.85M | 0.00% | +1,199+5.0% | Added |
| Walthausen & Co., LLC | 25,475 | $1.86M | 0.52% | −730−2.8% | Reduced |
| Wedge Capital Management L L P | 25,530 | $1.86M | 0.03% | −8,305−24.5% | Reduced |
| JPMorgan Chase & Co | 26,618 | $1.94M | 0.00% | +3,183+13.6% | Added |
| Aviva PLC | 27,772 | $2.03M | 0.01% | +27,772 | New |
| Prudential Financial Inc | 28,236 | $2.06M | 0.00% | −213−0.7% | Reduced |
| Stifel Financial Corp | 28,912 | $2.11M | 0.00% | +2,674+10.2% | Added |
| California State Teachers Retirement System | 31,892 | $2.33M | 0.00% | −2,791−8.0% | Reduced |
| Alliancebernstein L.P. | 33,714 | $2.46M | 0.00% | +1,976+6.2% | Added |
| Comerica Bank | 32,567 | $2.53M | 0.02% | −2,498−7.1% | Reduced |
| Wells Fargo & Company | 35,930 | $2.62M | 0.00% | −11,209−23.8% | Reduced |
| LPL Financial LLC | 36,207 | $2.64M | 0.00% | −227−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 37,264 | $2.72M | 0.08% | +2,370+6.8% | Added |
| New York State Common Retirement Fund | 41,759 | $3.05M | 0.00% | −2,810−6.3% | Reduced |
| Massachusetts Financial Services Co | 46,042 | $3.36M | 0.00% | −458,074−90.9% | Reduced |
| Public Sector Pension Investment Board | 47,230 | $3.45M | 0.02% | −4,300−8.3% | Reduced |
| Barclays PLC | 48,310 | $3.53M | 0.00% | −20,821−30.1% | Reduced |
| 1st Source Bank | 53,664 | $3.92M | 0.24% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 57,961 | $4.23M | 0.00% | +6,775+13.2% | Added |
| Swiss National Bank | 59,850 | $4.37M | 0.00% | +4,100+7.4% | Added |
| Legal & General Group Plc | 61,087 | $4.46M | 0.00% | −716−1.2% | Reduced |
| First Trust Advisors LP | 62,866 | $4.59M | 0.00% | −3,353−5.1% | Reduced |
| BKD Wealth Advisors, LLC | 63,101 | $4.61M | 0.20% | +157+0.2% | Added |
| Bank of America Corp | 64,738 | $4.72M | 0.00% | −20,584−24.1% | Reduced |
| Envestnet Asset Management Inc | 65,361 | $4.77M | 0.00% | +2,856+4.6% | Added |
| Citadel Advisors LLC | 69,873 | $5.10M | 0.01% | +15,433+28.3% | Added |
| FourThought Financial, LLC | 71,280 | $5.20M | 0.66% | 00.0% | Unchanged |
| Macquarie Group Ltd | 72,742 | $5.31M | 0.00% | −108,559−59.9% | Reduced |
| Rhumbline Advisers | 75,114 | $5.48M | 0.01% | −2,583−3.3% | Reduced |
| Cetera Investment Advisers | 75,218 | $5.49M | 0.08% | +62,200+477.8% | Added |
| American Century Companies Inc | 83,533 | $6.10M | 0.00% | +19,149+29.7% | Added |
| John W. Rosenthal Capital Management, Inc. | 84,594 | $6.18M | 4.84% | −7,006−7.6% | Reduced |
| Nuveen Asset Management, LLC | 90,126 | $6.99M | 0.00% | −2,282−2.5% | Reduced |
| Ziegler Capital Management, LLC | 103,636 | $7.57M | 0.32% | −26,360−20.3% | Reduced |
| Morgan Stanley | 128,323 | $9.37M | 0.00% | +15,508+13.7% | Added |
| ProShare Advisors LLC | 134,868 | $9.85M | 0.02% | −1,741−1.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 139,426 | $10.2M | 0.06% | −29,381−17.4% | Reduced |
| Timucuan Asset Management Inc | 160,496 | $11.7M | 0.45% | +650+0.4% | Added |
| Invesco Ltd. | 167,036 | $12.2M | 0.00% | +115,258+222.6% | Added |
| Monarch Capital Management Inc | 183,855 | $13.4M | 3.55% | −3,543−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 190,254 | $13.9M | 0.00% | +12,738+7.2% | Added |
| Principal Financial Group Inc | 211,477 | $15.4M | 0.01% | −22,578−9.6% | Reduced |
| Segall Bryant & Hamill, LLC | 255,332 | $18.6M | 0.18% | −182,967−41.7% | Reduced |
| Bank of New York Mellon Corp | 291,665 | $21.3M | 0.00% | −2,446−0.8% | Reduced |
| Boston Trust Walden Corp | 369,458 | $27.0M | 0.22% | +7,777+2.2% | Added |
| Neumeier Poma Investment Counsel LLC | 399,547 | $29.2M | 1.96% | −40,050−9.1% | Reduced |
| Northern Trust Corp | 437,785 | $32.0M | 0.01% | −11,590−2.6% | Reduced |
| Geode Capital Management, LLC | 459,317 | $33.5M | 0.00% | −13,236−2.8% | Reduced |
| Copeland Capital Management, LLC | 515,314 | $37.6M | 1.04% | +9,371+1.9% | Added |
| Loomis Sayles & Co L P | 566,286 | $41.3M | 0.06% | +40,868+7.8% | Added |
| Silvercrest Asset Management Group LLC | 590,823 | $43.1M | 0.28% | −81,367−12.1% | Reduced |
| Goldman Sachs Group Inc | 767,884 | $56.1M | 0.01% | −158,788−17.1% | Reduced |
| Dimensional Fund Advisors LP | 794,602 | $58.0M | 0.02% | −2,183−0.3% | Reduced |
| Victory Capital Management Inc | 843,666 | $61.6M | 0.06% | −220,871−20.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 955,222 | $69.7M | 0.19% | +681,686+249.2% | Added |
| Ameriprise Financial Inc | 1,023,969 | $74.7M | 0.02% | −63,025−5.8% | Reduced |
| State Street Corp | 1,308,005 | $95.5M | 0.00% | +280,943+27.4% | Added |
| Neuberger Berman Group LLC | 1,482,623 | $108.2M | 0.09% | +10,171+0.7% | Added |
| Vanguard Group Inc | 1,768,640 | $129.1M | 0.00% | +181,199+11.4% | Added |