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